Duke Energy CORP
DUK- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001326160
No open-market purchases or sales by Duke Energy CORP insiders were filed in the last 90 days; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Duke Energy CORP as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,797
- −1 vs. Q1 2022
- Shares held
- 488.0M
- +10.8M (+2.3%) vs. Q1 2022
- Total value
- $52.3B
- −$917.6M (−1.7%) vs. Q1 2022
- New holders
- 104
- 811 more added
- Sold out
- 105
- 594 more reduced
36 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $48.7B |
| Q3 2023 | 1,779 | $43.9B |
| Q2 2023 | 1,798 | $44.1B |
| Q1 2023 | 1,807 | $47.3B |
| Q4 2022 | 1,822 | $50.9B |
| Q3 2022 | 1,747 | $45.4B |
| Q2 2022 | 1,798 | $52.3B |
| Q1 2022 | 1,834 | $53.7B |
| Q4 2021 | 1,781 | $50.4B |
| Q3 2021 | 1,630 | $46.6B |
| Q2 2021 | 1,644 | $47.6B |
| Q1 2021 | 1,632 | $46.6B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 10,775 | $1.16M | 0.29% | +10.0% | Added |
| Gables Capital Management Inc. | 10,802 | $1.16M | 0.87% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 10,830 | $1.16M | 0.72% | +134+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 10,840 | $1.16M | 0.88% | −385−3.4% | Reduced |
| Mystic Asset Management, Inc. | 10,855 | $1.16M | 0.71% | +600+5.9% | Added |
| EP Wealth Advisors, LLC | 10,861 | $1.16M | 0.03% | +3,586+49.3% | Added |
| Americana Partners, LLC | 11,278 | $1.17M | 0.21% | +7,317+184.7% | Added |
| Advisory Alpha, LLC | 10,924 | $1.17M | 0.09% | −456−4.0% | Reduced |
| Checchi Capital Advisers, LLC | 10,661 | $1.17M | 0.12% | +1,647+18.3% | Added |
| Arbor Investment Advisors, LLC | 10,973 | $1.18M | 0.25% | +10+0.1% | Added |
| GSB Wealth Management, LLC | 10,976 | $1.18M | 0.40% | −633−5.5% | Reduced |
| Toews Corp | 11,000 | $1.18M | 0.79% | +7,300+197.3% | Added |
| Ameritas Investment Partners, Inc. | 11,056 | $1.18M | 0.05% | −263−2.3% | Reduced |
| Creative Financial Designs Inc | 11,148 | $1.20M | 0.20% | −264−2.3% | Reduced |
| Hilltop Holdings Inc. | 11,230 | $1.20M | 0.16% | +427+4.0% | Added |
| Alpha Cubed Investments, LLC | 11,246 | $1.21M | 0.09% | +1,528+15.7% | Added |
| Wagner Wealth Management, LLC | 11,274 | $1.21M | 0.96% | +279+2.5% | Added |
| Wealth Alliance | 11,305 | $1.21M | 0.23% | −102−0.9% | Reduced |
| Capital Investment Counsel, Inc | 11,335 | $1.22M | 0.30% | +433+4.0% | Added |
| Sawyer & Company, Inc | 11,345 | $1.22M | 0.62% | −305−2.6% | Reduced |
| Horizon Investments, LLC | 11,454 | $1.22M | 0.04% | +5,051+78.9% | Added |
| Meridian Financial Partners LLC | 11,521 | $1.23M | 0.83% | +239+2.1% | Added |
| Corient Capital Partners, LLC | 11,459 | $1.23M | 0.09% | +862+8.1% | Added |
| Donaldson Capital Management, LLC | 11,472 | $1.23M | 0.06% | −3,288−22.3% | Reduced |
| Metis Global Partners, LLC | 11,487 | $1.23M | 0.20% | −665−5.5% | Reduced |
| Oakworth Capital, Inc. | 11,485 | $1.23M | 0.12% | −40.0% | Reduced |
| InterOcean Capital Group, LLC | 11,480 | $1.23M | 0.05% | +6,456+128.5% | Added |
| Meridian Wealth Management, LLC | 11,517 | $1.24M | 0.10% | +1,902+19.8% | Added |
| Summit X, LLC | 11,511 | $1.24M | 0.36% | +4,219+57.9% | Added |
| Chicago Capital, LLC | 11,550 | $1.24M | 0.07% | +1,040+9.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,557 | $1.24M | 0.16% | −924−7.4% | Reduced |
| Rollins Financial | 11,573 | $1.24M | 0.44% | −597−4.9% | Reduced |
| IHT Wealth Management, LLC | 11,588 | $1.24M | 0.11% | −154−1.3% | Reduced |
| Atlas Brown,Inc. | 11,594 | $1.24M | 0.59% | +34+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 11,701 | $1.25M | 0.60% | +7+0.1% | Added |
| Walleye Trading LLC | 11,800 | $1.26M | 0.03% | +11,800 | New |
| RSM US Wealth Management LLC | 11,808 | $1.27M | 0.07% | +1,855+18.6% | Added |
| Peoples Financial Services Corp. | 11,843 | $1.27M | 0.60% | −33−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 11,849 | $1.27M | 0.24% | +332+2.9% | Added |
| Aptus Capital Advisors, LLC | 11,881 | $1.27M | 0.04% | +2,578+27.7% | Added |
| Journey Advisory Group, LLC | 11,617 | $1.28M | 0.29% | −430−3.6% | Reduced |
| Meeder Asset Management Inc | 11,921 | $1.28M | 0.07% | +2,933+32.6% | Added |
| Souders Financial Advisors | 12,003 | $1.29M | 0.37% | +408+3.5% | Added |
| First Manhattan Co | 12,038 | $1.29M | 0.01% | −416−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 12,094 | $1.30M | 0.12% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 12,110 | $1.30M | 0.27% | −768−6.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 12,146 | $1.30M | 0.40% | −333−2.7% | Reduced |
| LCNB Corp | 12,203 | $1.31M | 0.68% | −60−0.5% | Reduced |
| Orion Portfolio Solutions, LLC | 12,228 | $1.31M | 0.05% | −850−6.5% | Reduced |
| Gofen & Glossberg LLC | 12,235 | $1.31M | 0.03% | +203+1.7% | Added |
| Cresset Asset Management, LLC | 12,834 | $1.31M | 0.02% | +800+6.6% | Added |
| Jeppson Wealth Management, LLC | 12,322 | $1.32M | 0.57% | +1,805+17.2% | Added |
| Northeast Financial Consultants Inc | 12,372 | $1.33M | 0.09% | −108−0.9% | Reduced |
| Toroso Investments, LLC | 12,381 | $1.33M | 0.05% | +2,498+25.3% | Added |
| Excalibur Management Corp | 12,426 | $1.33M | 0.69% | −4,705−27.5% | Reduced |
| Jacobi Capital Management LLC | 12,448 | $1.33M | 0.18% | +686+5.8% | Added |
| Axxcess Wealth Management, LLC | 12,459 | $1.33M | 0.13% | +54+0.4% | Added |
| Financial Partners Capital Management LLC | 12,454 | $1.34M | 0.29% | −115−0.9% | Reduced |
| Verdence Capital Advisors LLC | 12,485 | $1.34M | 0.17% | −901−6.7% | Reduced |
| Wetherby Asset Management Inc | 12,498 | $1.34M | 0.09% | +2,468+24.6% | Added |
| M Holdings Securities, Inc. | 12,537 | $1.34M | 0.14% | −1,570−11.1% | Reduced |
| Ethic Inc. | 12,551 | $1.35M | 0.09% | +4,950+65.1% | Added |
| Essex Financial Services, Inc. | 12,559 | $1.35M | 0.15% | −1,075−7.9% | Reduced |
| Diversified Trust Co | 12,616 | $1.35M | 0.06% | +161+1.3% | Added |
| Convergence Investment Partners, LLC | 12,698 | $1.36M | 0.82% | +122+1.0% | Added |
| Confluence Wealth Services, Inc. | 12,571 | $1.36M | 0.60% | +255+2.1% | Added |
| Colony Group LLC | 12,731 | $1.36M | 0.02% | −59,663−82.4% | Reduced |
| Evermay Wealth Management LLC | 12,734 | $1.36M | 0.26% | −1,077−7.8% | Reduced |
| Tradewinds, LLC. | 12,778 | $1.37M | 0.93% | +12,778 | New |
| NewEdge Wealth, LLC | 12,820 | $1.37M | 0.06% | +12,820 | New |
| McMahon Financial Advisors, LLC | 12,857 | $1.38M | 0.50% | +424+3.4% | Added |
| Eqis Capital Management, Inc. | 12,908 | $1.38M | 0.15% | +4,649+56.3% | Added |
| Greenfield Savings Bank | 12,943 | $1.39M | 0.93% | +12,943 | New |
| Ballast, Inc. | 12,965 | $1.39M | 0.65% | −321−2.4% | Reduced |
| Bayesian Capital Management, LP | 13,000 | $1.39M | 0.26% | +13,000 | New |
| Qtron Investments LLC | 13,170 | $1.41M | 0.31% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 13,221 | $1.42M | 0.95% | −1,225−8.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 13,260 | $1.42M | 0.15% | −4,611−25.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,346 | $1.43M | 0.19% | −250−1.8% | Reduced |
| Heritage Trust Co | 13,363 | $1.43M | 0.23% | −293−2.1% | Reduced |
| Bellecapital International Ltd. | 13,372 | $1.43M | 0.40% | −234−1.7% | Reduced |
| Tectonic Advisors LLC | 13,457 | $1.44M | 0.26% | +2,849+26.9% | Added |
| Stonnington Group, LLC | 13,538 | $1.45M | 0.38% | +3,488+34.7% | Added |
| First National Corp | 13,553 | $1.45M | 0.38% | +1,786+15.2% | Added |
| Northcape Wealth Management, LLC | 13,564 | $1.45M | 0.56% | −1,543−10.2% | Reduced |
| ZWJ Investment Counsel Inc | 13,626 | $1.46M | 0.09% | +1,102+8.8% | Added |
| Schmidt P J Investment Management Inc | 13,277 | $1.47M | 0.32% | −73−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,764 | $1.48M | 1.06% | +10.0% | Added |
| Marble Harbor Investment Counsel, LLC | 13,838 | $1.48M | 0.23% | +195+1.4% | Added |
| Roof Eidam & Maycock | 13,885 | $1.49M | 0.55% | +13,885 | New |
| Parcion Private Wealth LLC | 14,268 | $1.50M | 0.15% | 00.0% | Unchanged |
| United Bank | 13,984 | $1.50M | 0.93% | −911−6.1% | Reduced |
| Ashfield Capital Partners, LLC | 13,997 | $1.50M | 0.12% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 14,188 | $1.52M | 0.18% | +613+4.5% | Added |
| Trust Investment Advisors | 14,192 | $1.52M | 1.46% | +1,883+15.3% | Added |
| Texas Yale Capital Corp. | 14,349 | $1.54M | 0.10% | +821+6.1% | Added |
| Clearbridge Investments, LLC | 14,416 | $1.55M | 0.00% | −589−3.9% | Reduced |
| Sumitomo Life Insurance Co | 14,434 | $1.55M | 0.04% | +263+1.9% | Added |
| Voya Financial Advisors, Inc. | 14,629 | $1.55M | 0.19% | +558+4.0% | Added |
| Allworth Financial LP | 14,492 | $1.55M | 0.02% | +7,424+105.0% | Added |