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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 14,492 | $1.55M | 0.09% | +776+5.7% | Added |
| Spire Wealth Management | 14,571 | $1.56M | 0.06% | −3,451−19.1% | Reduced |
| Argent Advisors, Inc. | 14,590 | $1.56M | 0.88% | +1,227+9.2% | Added |
| Williams Jones Wealth Management, LLC. | 14,603 | $1.57M | 0.03% | +2,208+17.8% | Added |
| Bull Street Advisors, LLC | 14,728 | $1.58M | 0.84% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.58M | 0.26% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 14,755 | $1.58M | 0.35% | −340−2.3% | Reduced |
| Savant Capital, LLC | 14,788 | $1.58M | 0.05% | −494−3.2% | Reduced |
| Berkeley Capital Partners, LLC | 14,801 | $1.59M | 0.65% | +1,740+13.3% | Added |
| Nepsis, Inc. | 14,816 | $1.59M | 0.56% | −149−1.0% | Reduced |
| Guardian Investment Management | 14,849 | $1.59M | 1.38% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 14,903 | $1.60M | 0.98% | −1,035−6.5% | Reduced |
| Fiduciary Trust Co | 14,934 | $1.60M | 0.03% | −80−0.5% | Reduced |
| MTM Investment Management, LLC | 14,602 | $1.60M | 0.86% | +2,099+16.8% | Added |
| HAP Trading, LLC | 15,003 | $1.61M | 0.20% | +2,531+20.3% | Added |
| Veriti Management LLC | 15,089 | $1.62M | 0.23% | +1,522+11.2% | Added |
| Bank of Hawaii | 15,167 | $1.63M | 0.10% | −394−2.5% | Reduced |
| Fort Pitt Capital Group, LLC | 15,187 | $1.63M | 0.07% | +5,392+55.0% | Added |
| Intrua Financial, LLC | 15,212 | $1.63M | 0.35% | +2,178+16.7% | Added |
| Mountain Capital Investment Advisors, Inc | 15,308 | $1.64M | 0.82% | +342+2.3% | Added |
| Haverford Trust Co | 15,248 | $1.64M | 0.02% | +1,113+7.9% | Added |
| MAI Capital Management | 15,291 | $1.64M | 0.03% | +4,295+39.1% | Added |
| Marino, Stram & Associates LLC | 15,373 | $1.65M | 0.57% | −34−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,370 | $1.65M | 0.07% | +234+1.5% | Added |
| Segall Bryant & Hamill, LLC | 15,432 | $1.65M | 0.02% | +300+2.0% | Added |
| Paradigm Financial Partners, LLC | 15,466 | $1.65M | 0.50% | +595+4.0% | Added |
| Empirical Finance, LLC | 15,452 | $1.66M | 0.21% | +839+5.7% | Added |
| Belpointe Asset Management LLC | 15,472 | $1.66M | 0.11% | −2,275−12.8% | Reduced |
| Bradley Foster & Sargent Inc | 15,467 | $1.66M | 0.04% | −1,372−8.1% | Reduced |
| Connectus Wealth, LLC | 15,446 | $1.66M | 0.04% | +7,925+105.4% | Added |
| Dynamic Advisor Solutions LLC | 15,520 | $1.66M | 0.13% | +464+3.1% | Added |
| Sound View Wealth Advisors Group, LLC | 15,584 | $1.67M | 0.35% | −641−4.0% | Reduced |
| WealthTrust Axiom LLC | 15,597 | $1.67M | 0.60% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15,592 | $1.67M | 1.22% | +110+0.7% | Added |
| AMG National Trust Bank | 15,326 | $1.68M | 0.06% | −957−5.9% | Reduced |
| Community Bank of Raymore | 15,659 | $1.68M | 0.51% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 15,744 | $1.69M | 0.32% | +687+4.6% | Added |
| Columbia Asset Management | 15,782 | $1.69M | 0.43% | +15,782 | New |
| Premier Fund Managers Ltd | 16,000 | $1.70M | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 15,849 | $1.70M | 0.26% | +611+4.0% | Added |
| Proequities, Inc. | 15,934 | $1.71M | 0.14% | +813+5.4% | Added |
| Welch Group, LLC | 15,936 | $1.71M | 0.10% | −136−0.8% | Reduced |
| Lakeview Capital Partners, LLC | 15,997 | $1.72M | 0.99% | −701−4.2% | Reduced |
| Trust Co of Vermont | 16,124 | $1.73M | 0.13% | +702+4.6% | Added |
| Private Wealth Partners, LLC | 16,174 | $1.73M | 0.20% | −44−0.3% | Reduced |
| Ingalls & Snyder LLC | 16,437 | $1.76M | 0.09% | +1,433+9.6% | Added |
| Grove Bank & Trust | 16,475 | $1.77M | 0.42% | +681+4.3% | Added |
| Randolph Co Inc | 16,518 | $1.77M | 0.27% | −13−0.1% | Reduced |
| Trustmark National Bank Trust Department | 16,627 | $1.78M | 0.16% | +4,484+36.9% | Added |
| Smith, Moore & Co. | 16,633 | $1.78M | 0.27% | +683+4.3% | Added |
| Trilogy Capital Inc. | 16,630 | $1.78M | 0.16% | +2,180+15.1% | Added |
| Altium Wealth Management LLC | 16,663 | $1.79M | 0.13% | +2,699+19.3% | Added |
| Marks Group Wealth Management, Inc | 16,705 | $1.79M | 0.26% | +2,813+20.2% | Added |
| Strategic Blueprint, LLC | 16,752 | $1.80M | 0.23% | +2,641+18.7% | Added |
| Seeyond | 16,884 | $1.81M | 0.21% | +1,748+11.5% | Added |
| HighPoint Advisor Group LLC | 16,854 | $1.81M | 0.20% | +16,854 | New |
| Heritage Investors Management Corp | 17,131 | $1.84M | 0.09% | −491−2.8% | Reduced |
| Grandview Asset Management LLC | 17,152 | $1.84M | 1.03% | −2,519−12.8% | Reduced |
| Good Life Advisors, LLC | 17,159 | $1.84M | 0.26% | −448−2.5% | Reduced |
| Financial Advisory Service, Inc. | 17,164 | $1.84M | 0.19% | +1,794+11.7% | Added |
| Global Retirement Partners, LLC | 17,257 | $1.85M | 0.15% | +110+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 17,266 | $1.85M | 0.22% | 00.0% | Unchanged |
| Fundamentun, LLC | 17,279 | $1.85M | 0.35% | −161−0.9% | Reduced |
| Certified Advisory Corp | 17,321 | $1.86M | 0.41% | +689+4.1% | Added |
| Carson Advisory Inc. | 17,327 | $1.86M | 2.08% | +20.0% | Added |
| Buckingham Strategic Wealth, LLC | 17,479 | $1.87M | 0.04% | +1,863+11.9% | Added |
| Pettyjohn, Wood & White, Inc | 17,524 | $1.88M | 0.44% | +261+1.5% | Added |
| TD Waterhouse Canada Inc. | 16,303 | $1.88M | 0.02% | +1,976+13.8% | Added |
| Ipswich Investment Management Co., Inc. | 17,627 | $1.89M | 0.54% | +150+0.9% | Added |
| NTV Asset Management LLC | 17,704 | $1.90M | 0.37% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17,734 | $1.90M | 0.08% | +1,224+7.4% | Added |
| Bruderman Asset Management, LLC | 17,753 | $1.90M | 3.41% | −1,643−8.5% | Reduced |
| Marshall Financial Group LLC | 17,770 | $1.91M | 0.76% | +4,058+29.6% | Added |
| TCWP LLC | 17,846 | $1.91M | 0.41% | −990−5.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,850 | $1.91M | 0.63% | +664+3.9% | Added |
| Old National Bancorp | 17,861 | $1.92M | 0.06% | +7,942+80.1% | Added |
| HM Capital Management, LLC | 17,979 | $1.93M | 1.07% | +5,618+45.4% | Added |
| Oak Harbor Wealth Partners, LLC | 18,090 | $1.94M | 0.77% | −181−1.0% | Reduced |
| Kempen Capital Management N.V. | 18,124 | $1.94M | 0.07% | +3,128+20.9% | Added |
| Ameritas Advisory Services, LLC | 18,132 | $1.94M | 0.11% | +1,141+6.7% | Added |
| Valeo Financial Advisors, LLC | 18,160 | $1.95M | 0.12% | −1,193−6.2% | Reduced |
| King Luther Capital Management Corp | 18,159 | $1.95M | 0.01% | +5,539+43.9% | Added |
| WealthShield Partners, LLC | 18,289 | $1.96M | 0.39% | −3,039−14.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,315 | $1.96M | 0.30% | −1,028−5.3% | Reduced |
| First National Trust Co | 18,370 | $1.97M | 0.11% | +3,188+21.0% | Added |
| Wedbush Securities Inc | 18,489 | $1.98M | 0.11% | +814+4.6% | Added |
| Raleigh Capital Management Inc. | 18,483 | $1.98M | 1.13% | +3,976+27.4% | Added |
| Hartford Financial Management Inc. | 18,674 | $2.00M | 0.56% | −11−0.1% | Reduced |
| Bank Ozk | 18,712 | $2.01M | 1.01% | −627−3.2% | Reduced |
| Moloney Securities Asset Management, LLC | 18,812 | $2.02M | 0.47% | +174+0.9% | Added |
| Signaturefd, LLC | 18,837 | $2.02M | 0.07% | +494+2.7% | Added |
| Principle Wealth Partners LLC | 18,943 | $2.03M | 0.24% | −2,137−10.1% | Reduced |
| ICA Group Wealth Management, LLC | 17,962 | $2.03M | 0.38% | −546−3.0% | Reduced |
| Murphy Capital Management Inc | 18,993 | $2.04M | 0.28% | −76−0.4% | Reduced |
| Tower Bridge Advisors | 19,008 | $2.04M | 0.17% | −950−4.8% | Reduced |
| Earnest Partners LLC | 19,186 | $2.06M | 0.01% | −714−3.6% | Reduced |
| Stonebridge Capital Advisors LLC | 19,225 | $2.06M | 0.25% | +879+4.8% | Added |
| Shoker Investment Counsel, Inc. | 19,472 | $2.09M | 1.11% | +884+4.8% | Added |
| Te Ahumairangi Investment Management Ltd | 19,544 | $2.10M | 0.32% | −7,190−26.9% | Reduced |
| London Co of Virginia | 19,551 | $2.10M | 0.01% | 00.0% | Unchanged |