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 |
|---|---|---|---|---|---|
| Argent Trust Co | 27,324 | $2.93M | 0.20% | +3,763+16.0% | Added |
| Rowland & Co Investment Counsel | 27,325 | $2.93M | 0.75% | +115+0.4% | Added |
| Apollon Wealth Management, LLC | 27,381 | $2.94M | 0.24% | +1,365+5.2% | Added |
| 1832 Asset Management L.P. | 27,435 | $2.94M | 0.01% | +1,439+5.5% | Added |
| Caldwell Trust Co | 27,499 | $2.95M | 0.41% | +895+3.4% | Added |
| Live Oak Private Wealth LLC | 27,559 | $2.96M | 0.62% | +53+0.2% | Added |
| Bailard, Inc. | 27,590 | $2.96M | 0.12% | +7,315+36.1% | Added |
| Citizens Financial Group Inc | 27,780 | $2.98M | 0.12% | −310−1.1% | Reduced |
| Integrated Advisors Network LLC | 27,800 | $2.98M | 0.19% | −127−0.5% | Reduced |
| Simmons Bank | 27,799 | $2.98M | 0.26% | +1,897+7.3% | Added |
| Simplex Trading, LLC | 27,808 | $2.98M | 0.10% | +27,808 | New |
| Eudaimonia Partners, LLC | 27,853 | $2.99M | 0.55% | +1,001+3.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,856 | $2.99M | 1.47% | +22+0.1% | Added |
| Bahl & Gaynor Inc | 27,859 | $2.99M | 0.02% | +276+1.0% | Added |
| Avantax Planning Partners, Inc. | 28,125 | $3.02M | 0.13% | +1,331+5.0% | Added |
| United Services Automobile Association | 28,164 | $3.02M | 0.08% | +28,164 | New |
| Banque Cantonale Vaudoise | 28,313 | $3.03M | 0.16% | +7,529+36.2% | Added |
| Sowell Financial Services LLC | 28,321 | $3.04M | 0.28% | +28,321 | New |
| Bragg Financial Advisors, Inc | 28,327 | $3.04M | 0.20% | +1,203+4.4% | Added |
| Vectors Research Management, LLC | 28,363 | $3.04M | 0.77% | −1,994−6.6% | Reduced |
| Sheets Smith Wealth Management | 28,408 | $3.05M | 0.50% | −382−1.3% | Reduced |
| TownSquare Capital, LLC | 28,970 | $3.10M | 0.09% | +4,269+17.3% | Added |
| Buckhead Capital Management LLC | 28,976 | $3.11M | 0.77% | +1,209+4.4% | Added |
| Pegasus Asset Management, Inc. | 29,232 | $3.13M | 1.70% | −387−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,290 | $3.14M | 0.19% | +24,952+575.2% | Added |
| Townsend Asset Management Corp | 29,296 | $3.14M | 1.62% | +265+0.9% | Added |
| Evercore Wealth Management, LLC | 29,344 | $3.15M | 0.07% | +80.0% | Added |
| Home Federal Bank of Tennessee | 29,391 | $3.15M | 1.23% | +180+0.6% | Added |
| Richard Bernstein Advisors LLC | 29,713 | $3.19M | 0.07% | +4,813+19.3% | Added |
| Ieq Capital, LLC | 29,730 | $3.19M | 0.10% | +10,291+52.9% | Added |
| Covington Investment Advisors Inc. | 29,902 | $3.21M | 0.81% | +74+0.2% | Added |
| Keene & Associates, Inc. | 29,953 | $3.21M | 3.01% | −280−0.9% | Reduced |
| Farmers National Bank | 29,964 | $3.21M | 1.22% | +41+0.1% | Added |
| Jackson Hole Capital Partners, LLC | 30,042 | $3.22M | 1.01% | −115−0.4% | Reduced |
| Wolverine Asset Management LLC | 30,303 | $3.25M | 0.04% | +30,303 | New |
| Cohen Capital Management, Inc. | 30,357 | $3.25M | 0.67% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 30,497 | $3.27M | 1.51% | −52,625−63.3% | Reduced |
| IFP Advisors, Inc | 42,657 | $3.27M | 0.11% | −25,346−37.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 30,791 | $3.30M | 0.19% | −17−0.1% | Reduced |
| Alps Advisors Inc | 30,798 | $3.30M | 0.03% | +503+1.7% | Added |
| Reynolds Investment Management, Inc. | 30,851 | $3.31M | 1.18% | −1,296−4.0% | Reduced |
| Cypress Capital Group | 31,152 | $3.34M | 0.51% | +709+2.3% | Added |
| Kestra Private Wealth Services, LLC | 31,309 | $3.36M | 0.19% | −2,899−8.5% | Reduced |
| Peapack Gladstone Financial Corp | 31,415 | $3.37M | 0.08% | −1,524−4.6% | Reduced |
| Ascent Group, LLC | 30,793 | $3.38M | 0.40% | +5,224+20.4% | Added |
| Cary Street Partner Investment Advisory LLC | 31,591 | $3.39M | 0.29% | +31,591 | New |
| Prospera Financial Services Inc | 31,636 | $3.39M | 0.17% | +1,008+3.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 31,733 | $3.40M | 0.40% | −1,286−3.9% | Reduced |
| Citizens Business Bank | 31,861 | $3.42M | 0.49% | +104+0.3% | Added |
| Wright Investors Service Inc | 32,087 | $3.44M | 0.98% | +1,609+5.3% | Added |
| Greenleaf Trust | 32,139 | $3.45M | 0.05% | +8,354+35.1% | Added |
| Iowa State Bank | 32,316 | $3.46M | 0.92% | −290−0.9% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.50M | 0.44% | 00.0% | Unchanged |
| Bremer Bank National Association | 32,799 | $3.52M | 0.67% | +397+1.2% | Added |
| FDx Advisors, Inc. | 32,794 | $3.52M | 0.13% | +1,031+3.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,947 | $3.53M | 0.15% | +690+2.1% | Added |
| Salem Investment Counselors Inc | 33,055 | $3.54M | 0.16% | +1,133+3.5% | Added |
| Soltis Investment Advisors LLC | 33,121 | $3.55M | 0.52% | +6,628+25.0% | Added |
| Twin Capital Management Inc | 33,129 | $3.55M | 0.45% | −505−1.5% | Reduced |
| Second Half Financial Partners, LLC | 36,944 | $3.57M | 2.84% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 33,383 | $3.58M | 0.26% | +12,479+59.7% | Added |
| Lynch & Associates | 33,608 | $3.60M | 0.98% | +192+0.6% | Added |
| Cerity Partners LLC | 33,735 | $3.62M | 0.04% | +19,036+129.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,810 | $3.63M | 0.08% | −101−0.3% | Reduced |
| Sentinel Trust Co Lba | 33,968 | $3.64M | 0.56% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 34,023 | $3.65M | 0.38% | +78+0.2% | Added |
| Cetera Advisors LLC | 34,091 | $3.65M | 0.08% | +745+2.2% | Added |
| Nordea Investment Management AB | 34,504 | $3.67M | 0.01% | −12,178−26.1% | Reduced |
| Stock Yards Bank & Trust Co | 34,875 | $3.74M | 0.15% | +5,163+17.4% | Added |
| Providence Capital Advisors, LLC | 35,016 | $3.75M | 1.09% | +1,027+3.0% | Added |
| Wolverine Trading, LLC | 35,870 | $3.80M | 0.12% | +31,309+686.5% | Added |
| Montag A & Associates Inc | 35,519 | $3.81M | 0.25% | +2,396+7.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 35,625 | $3.82M | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 35,905 | $3.85M | 0.11% | +10,867+43.4% | Added |
| Azimuth Capital Investment Management LLC | 35,972 | $3.86M | 0.19% | +35,972 | New |
| JustInvest LLC | 36,114 | $3.87M | 0.18% | +8,289+29.8% | Added |
| Advisors Asset Management, Inc. | 36,619 | $3.93M | 0.07% | +36,619 | New |
| Sky Investment Group LLC | 36,793 | $3.94M | 0.94% | −216−0.6% | Reduced |
| Mill Capital Management, LLC | 37,057 | $3.97M | 0.44% | +810+2.2% | Added |
| Schnieders Capital Management LLC | 37,192 | $3.99M | 1.19% | −13,183−26.2% | Reduced |
| Banque Pictet & Cie SA | 37,204 | $3.99M | 0.04% | +138+0.4% | Added |
| Profund Advisors LLC | 37,409 | $4.01M | 0.25% | +1,606+4.5% | Added |
| Fulton Bank, N.A. | 37,563 | $4.03M | 0.22% | −566−1.5% | Reduced |
| Advisors Management Group Inc | 37,736 | $4.05M | 1.42% | −224−0.6% | Reduced |
| Boston Research & Management Inc | 37,759 | $4.05M | 1.31% | +80+0.2% | Added |
| Canandaigua National Corp | 37,869 | $4.06M | 0.72% | −3,042−7.4% | Reduced |
| Close Asset Management Ltd | 37,866 | $4.06M | 0.19% | +4,000+11.8% | Added |
| Stratos Wealth Partners, LTD. | 38,116 | $4.09M | 0.10% | +1,250+3.4% | Added |
| Armor Investment Advisors, LLC | 38,362 | $4.11M | 2.67% | −1,114−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 38,420 | $4.12M | 0.03% | +8,973+30.5% | Added |
| Stonegate Investment Group, LLC | 38,438 | $4.12M | 0.18% | +7,129+22.8% | Added |
| Coldstream Capital Management Inc | 38,660 | $4.14M | 0.16% | +1,642+4.4% | Added |
| Royal Fund Management, LLC | 38,678 | $4.15M | 0.70% | +2,290+6.3% | Added |
| Jarislowsky, Fraser Ltd | 38,944 | $4.17M | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 38,945 | $4.17M | 0.06% | +2,838+7.9% | Added |
| Birmingham Capital Management Co Inc | 39,282 | $4.21M | 1.68% | −200−0.5% | Reduced |
| Constitution Capital LLC | 39,289 | $4.21M | 2.70% | +7,500+23.6% | Added |
| Argyle Capital Management Inc. | 39,412 | $4.22M | 1.52% | 00.0% | Unchanged |
| Cullinan Associates Inc | 39,491 | $4.23M | 0.26% | −91,153−69.8% | Reduced |
| Siemens Fonds Invest GmbH | 39,664 | $4.25M | 0.45% | −303−0.8% | Reduced |