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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 19,563 | $2.10M | 0.14% | +1,160+6.3% | Added |
| Naples Global Advisors, LLC | 19,567 | $2.10M | 0.27% | +100+0.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,586 | $2.10M | 0.94% | −70.0% | Reduced |
| Green Square Capital Advisors LLC | 19,609 | $2.10M | 0.38% | −51−0.3% | Reduced |
| Brookstone Capital Management | 19,849 | $2.10M | 0.05% | +961+5.1% | Added |
| SWS Partners | 19,797 | $2.12M | 1.79% | −265−1.3% | Reduced |
| Regentatlantic Capital LLC | 19,789 | $2.12M | 0.07% | +859+4.5% | Added |
| Icon Advisers Inc | 19,800 | $2.12M | 0.49% | −3,100−13.5% | Reduced |
| Successful Portfolios LLC | 19,799 | $2.12M | 1.43% | −25−0.1% | Reduced |
| Lee Danner & Bass Inc | 19,915 | $2.13M | 0.22% | −897−4.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 19,996 | $2.14M | 3.28% | −361−1.8% | Reduced |
| Lincoln National Corp | 20,194 | $2.17M | 0.05% | −4,376−17.8% | Reduced |
| BerganKDV Wealth Management, LLC | 20,192 | $2.17M | 0.25% | −32−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $2.17M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,209 | $2.17M | 0.48% | +840+4.3% | Added |
| J.W. Cole Advisors, Inc. | 20,264 | $2.17M | 0.17% | +373+1.9% | Added |
| Physicians Financial Services, Inc. | 20,261 | $2.17M | 0.97% | +557+2.8% | Added |
| National Asset Management, Inc. | 20,281 | $2.17M | 0.09% | −19,660−49.2% | Reduced |
| Ziegler Capital Management, LLC | 20,332 | $2.18M | 0.09% | +1,710+9.2% | Added |
| Taylor Hoffman Wealth Management | 19,920 | $2.18M | 1.07% | 00.0% | Unchanged |
| Balentine LLC | 20,423 | $2.19M | 0.08% | +6,462+46.3% | Added |
| Parsec Financial Management, Inc. | 20,472 | $2.19M | 0.11% | −1,131−5.2% | Reduced |
| Synergy Financial Management, LLC | 20,525 | $2.20M | 0.58% | +20,525 | New |
| Boston Private Wealth LLC | 20,562 | $2.20M | 0.03% | +1,645+8.7% | Added |
| Nicholas Hoffman & Company, LLC. | 20,566 | $2.21M | 0.10% | +36+0.2% | Added |
| Franklin Street Advisors Inc | 20,567 | $2.21M | 0.21% | +2,642+14.7% | Added |
| Miller Howard Investments Inc | 20,629 | $2.21M | 0.09% | +349+1.7% | Added |
| Ti-Trust, Inc | 20,675 | $2.22M | 2.27% | 00.0% | Unchanged |
| Agf Investments Inc. | 20,695 | $2.22M | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 20,718 | $2.22M | 0.17% | +2,972+16.7% | Added |
| BKD Wealth Advisors, LLC | 20,870 | $2.24M | 0.09% | +15,631+298.4% | Added |
| Brown Brothers Harriman & Co | 20,970 | $2.25M | 0.02% | +213+1.0% | Added |
| Moody National Bank Trust Division | 21,060 | $2.26M | 0.24% | −4,842−18.7% | Reduced |
| Shepherd Financial Partners LLC | 21,150 | $2.27M | 0.44% | +305+1.5% | Added |
| Woodard & Co Asset Management Group Inc | 21,232 | $2.28M | 0.93% | −590−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 21,245 | $2.28M | 0.02% | −940−4.2% | Reduced |
| We Are One Seven, LLC | 21,269 | $2.28M | 0.31% | −600−2.7% | Reduced |
| Bank of the West | 21,307 | $2.28M | 0.29% | +18,766+738.5% | Added |
| Triad Financial Advisors, Inc. | 21,440 | $2.30M | 1.27% | +50.0% | Added |
| Red Door Wealth Management, LLC | 21,464 | $2.30M | 0.85% | +894+4.3% | Added |
| Park National Corp | 21,545 | $2.31M | 0.11% | −611−2.8% | Reduced |
| Mechanics Bank Trust Department | 21,548 | $2.31M | 0.41% | +59+0.3% | Added |
| Forte Capital LLC | 21,567 | $2.31M | 0.40% | +3,830+21.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,673 | $2.32M | 0.14% | +2,223+11.4% | Added |
| American Portfolios Advisors | 21,725 | $2.33M | 0.10% | +595+2.8% | Added |
| Pinnacle Associates Ltd | 21,749 | $2.33M | 0.05% | −513−2.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 21,778 | $2.33M | 0.01% | +21,778 | New |
| Norway Savings Bank | 21,940 | $2.35M | 1.22% | +345+1.6% | Added |
| Private Asset Management Inc | 21,968 | $2.35M | 0.38% | −899−3.9% | Reduced |
| TSP Capital Management Group, LLC | – | $2.38M | 0.94% | – | – |
| Jaffetilchin Investment Partners, LLC | 22,509 | $2.41M | 0.29% | −70.0% | Reduced |
| FourThought Financial, LLC | 22,588 | $2.42M | 0.35% | +1,302+6.1% | Added |
| Worldquant Millennium Advisors LLC | 22,769 | $2.44M | 0.07% | −16,663−42.3% | Reduced |
| Chemung Canal Trust Co | 22,782 | $2.44M | 0.56% | +167+0.7% | Added |
| Symphony Financial, Ltd. Co. | 23,051 | $2.44M | 0.72% | +37+0.2% | Added |
| Hanson & Doremus Investment Management | 22,954 | $2.46M | 0.60% | −1,026−4.3% | Reduced |
| Viking Fund Management LLC | 23,000 | $2.47M | 0.57% | +3,000+15.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,035 | $2.47M | 0.12% | +2,218+10.7% | Added |
| FinTrust Capital Advisors, LLC | 23,542 | $2.47M | 0.62% | +1,435+6.5% | Added |
| Rodgers Brothers Inc. | 23,134 | $2.48M | 0.49% | −300−1.3% | Reduced |
| Greenwood Capital Associates LLC | 23,175 | $2.48M | 0.40% | +22,205+2,289.2% | Added |
| Cornercap Investment Counsel Inc | 23,201 | $2.49M | 0.43% | −280−1.2% | Reduced |
| Carolinas Wealth Consulting LLC | 52,982 | $2.52M | 0.62% | +29,835+128.9% | Added |
| Strategy Asset Managers LLC | 23,518 | $2.52M | 0.78% | +772+3.4% | Added |
| Trust Co of Toledo NA | 23,541 | $2.52M | 0.44% | +198+0.8% | Added |
| Roosevelt Investment Group LLC | 23,652 | $2.54M | 0.18% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23,170 | $2.54M | 0.13% | −14,549−38.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,872 | $2.56M | 2.46% | −234−1.0% | Reduced |
| Aspire Private Capital, LLC | 23,944 | $2.57M | 0.92% | +47+0.2% | Added |
| Advisor Partners LLC | 23,958 | $2.57M | 0.18% | +1,982+9.0% | Added |
| City Holding Co | 24,303 | $2.60M | 0.49% | −411−1.7% | Reduced |
| First Bank & Trust | 24,707 | $2.65M | 0.86% | −166−0.7% | Reduced |
| Lido Advisors, LLC | 24,934 | $2.67M | 0.06% | +342+1.4% | Added |
| Level Four Advisory Services, LLC | 25,097 | $2.69M | 0.25% | −1,163−4.4% | Reduced |
| Csenge Advisory Group | 25,191 | $2.70M | 0.23% | +11,766+87.6% | Added |
| Orleans Capital Management Corp | 25,343 | $2.72M | 2.03% | −64−0.3% | Reduced |
| Plimoth Trust Co LLC | 25,453 | $2.73M | 0.86% | −416−1.6% | Reduced |
| Everence Capital Management Inc | 25,514 | $2.73M | 0.24% | 00.0% | Unchanged |
| HNP Capital LLC | 25,580 | $2.74M | 0.75% | −2,058−7.4% | Reduced |
| Veritable, L.P. | 25,650 | $2.75M | 0.05% | +525+2.1% | Added |
| Triangle Securities Wealth Management | 25,841 | $2.77M | 1.08% | −170−0.7% | Reduced |
| Ontario Teachers Pension Plan Board | 25,881 | $2.77M | 0.04% | −15,208−37.0% | Reduced |
| Hall Capital Management Co Inc | 26,079 | $2.80M | 1.84% | +8,245+46.2% | Added |
| HC Financial Advisors Inc | 26,120 | $2.80M | 1.87% | −1,300−4.7% | Reduced |
| KMG Fiduciary Partners, LLC | 26,162 | $2.81M | 0.52% | +2,892+12.4% | Added |
| Covington Capital Management | 26,181 | $2.81M | 0.11% | −294−1.1% | Reduced |
| IFG Advisory, LLC | 26,237 | $2.81M | 0.31% | +1,675+6.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,285 | $2.82M | 1.83% | +212+0.8% | Added |
| Merit Financial Group, LLC | 26,282 | $2.82M | 0.09% | +3,226+14.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,304 | $2.82M | 0.26% | +3,599+15.9% | Added |
| CWM, LLC | 26,316 | $2.82M | 0.02% | +3,195+13.8% | Added |
| Founders Financial Alliance, LLC | 26,437 | $2.83M | 1.44% | −22,691−46.2% | Reduced |
| AMJ Financial Wealth Management | 26,546 | $2.85M | 2.42% | +26,546 | New |
| Tokio Marine Asset Management Co Ltd | 26,567 | $2.85M | 0.25% | +1,542+6.2% | Added |
| Resources Management Corp | 26,677 | $2.86M | 0.46% | −238−0.9% | Reduced |
| Greenline Partners, LLC | 26,816 | $2.88M | 0.62% | +1,802+7.2% | Added |
| Cullen/Frost Bankers, Inc. | 26,959 | $2.89M | 0.06% | −401−1.5% | Reduced |
| BLB&B Advisors, LLC | 27,034 | $2.90M | 0.23% | −265−1.0% | Reduced |
| Seven Springs Wealth Group, LLC | 27,167 | $2.91M | 1.46% | +42+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,287 | $2.92M | 0.99% | +1,392+5.4% | Added |