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 |
|---|---|---|---|---|---|
| Strategic Wealth Advisors Group, LLC | 39,821 | $4.26M | 0.18% | +971+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 39,798 | $4.27M | 0.25% | +3,940+11.0% | Added |
| KBC Group NV | 39,927 | $4.28M | 0.02% | −5,554−12.2% | Reduced |
| United Fire Group Inc | 40,000 | $4.29M | 2.63% | −20,000−33.3% | Reduced |
| Rothschild Investment Corp | 40,148 | $4.30M | 0.40% | −75−0.2% | Reduced |
| Putnam Investments LLC | 41,050 | $4.40M | 0.01% | −1,235−2.9% | Reduced |
| Whitener Capital Management, Inc. | 41,084 | $4.40M | 1.99% | +425+1.0% | Added |
| Windward Capital Management Co | 41,115 | $4.41M | 0.47% | +247+0.6% | Added |
| First Horizon Advisors, Inc. | 41,277 | $4.42M | 0.16% | +8,706+26.7% | Added |
| Norinchukin Bank, The | 41,375 | $4.44M | 0.09% | −27,894−40.3% | Reduced |
| Benedict Financial Advisors Inc | 41,514 | $4.45M | 1.32% | +670+1.6% | Added |
| HGK Asset Management Inc | 42,077 | $4.51M | 1.64% | −3,670−8.0% | Reduced |
| Holderness Investments Co | 42,190 | $4.52M | 1.89% | −401−0.9% | Reduced |
| Ossiam | 42,413 | $4.55M | 0.14% | +11,369+36.6% | Added |
| New Mexico Educational Retirement Board | 42,660 | $4.57M | 0.22% | −2,100−4.7% | Reduced |
| Royal London Asset Management Ltd | 42,632 | $4.58M | 0.02% | +33,069+345.8% | Added |
| Crossmark Global Holdings, Inc. | 42,802 | $4.59M | 0.12% | +1,660+4.0% | Added |
| Holocene Advisors, LP | 42,902 | $4.60M | 0.03% | +8,708+25.5% | Added |
| Winton Group Ltd | 43,193 | $4.63M | 0.25% | +6,421+17.5% | Added |
| CIBC Private Wealth Group, LLC | 43,613 | $4.68M | 0.01% | −71,198−62.0% | Reduced |
| Nisa Investment Advisors, LLC | 43,618 | $4.68M | 0.04% | −660−1.5% | Reduced |
| CIBC World Markets Inc. | 43,928 | $4.71M | 0.02% | −3,322−7.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 43,945 | $4.71M | 0.25% | +292+0.7% | Added |
| Atlantic Union Bankshares Corp | 44,392 | $4.76M | 0.49% | −950−2.1% | Reduced |
| Farmers Trust Co | 44,482 | $4.77M | 1.14% | +40,237+947.9% | Added |
| Park Avenue Securities LLC | 44,804 | $4.80M | 0.09% | +4,741+11.8% | Added |
| Money Concepts Capital Corp | 43,822 | $4.80M | 0.43% | −16,517−27.4% | Reduced |
| Chicago Partners Investment Group LLC | 43,945 | $4.83M | 0.35% | +2,610+6.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 45,351 | $4.86M | 0.08% | −103−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,513 | $4.87M | 0.07% | −6,353−12.2% | Reduced |
| Zions Bancorporation, N.A. | 45,477 | $4.88M | 0.49% | +5,875+14.8% | Added |
| NewSquare Capital LLC | 45,577 | $4.89M | 0.63% | +3,613+8.6% | Added |
| Kingsview Wealth Management, LLC | 45,859 | $4.92M | 0.24% | +22,123+93.2% | Added |
| Semmax Financial Advisors Inc. | 44,988 | $4.95M | 2.02% | +3,030+7.2% | Added |
| Metropolitan Life Insurance Co | 46,372 | $4.97M | 0.22% | −1,098−2.3% | Reduced |
| First National Bank of Omaha | 46,574 | $4.99M | 0.30% | −1,150−2.4% | Reduced |
| Beacon Pointe Advisors, LLC | 46,578 | $5.00M | 0.11% | −23,551−33.6% | Reduced |
| Sigma Planning Corp | 46,642 | $5.00M | 0.18% | −827−1.7% | Reduced |
| Family Legacy, Inc. | 46,861 | $5.05M | 2.39% | +71+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 47,452 | $5.09M | 0.53% | −1,721−3.5% | Reduced |
| B. Riley Wealth Management, Inc. | 47,468 | $5.09M | 0.48% | −24,440−34.0% | Reduced |
| Aull & Monroe Investment Management Corp | 47,918 | $5.14M | 2.60% | −300−0.6% | Reduced |
| Louisiana State Employees Retirement System | 48,800 | $5.15M | 0.14% | +300+0.6% | Added |
| HB Wealth Management, LLC | 48,501 | $5.20M | 0.11% | +4,944+11.4% | Added |
| Wasatch Advisors Inc | 48,807 | $5.23M | 0.03% | +3,500+7.7% | Added |
| L & S Advisors Inc | 49,158 | $5.27M | 0.88% | +118+0.2% | Added |
| Alpha Omega Wealth Management LLC | 49,208 | $5.28M | 0.94% | −5,841−10.6% | Reduced |
| Alaska Permanent Fund Corp | 49,379 | $5.29M | 0.08% | +48,280+4,393.1% | Added |
| Highland Capital Management, LLC | 50,089 | $5.37M | 0.39% | −210−0.4% | Reduced |
| Leavell Investment Management, Inc. | 50,466 | $5.41M | 0.41% | +1,803+3.7% | Added |
| Tudor Investment Corp Et Al | 51,145 | $5.48M | 0.16% | +31,814+164.6% | Added |
| New England Asset Management Inc | 51,240 | $5.49M | 0.09% | +1,050+2.1% | Added |
| Brown Advisory Inc | 51,433 | $5.51M | 0.01% | +3,862+8.1% | Added |
| Daiwa Securities Group Inc. | 51,530 | $5.52M | 0.04% | +4,140+8.7% | Added |
| ProVise Management Group, LLC | 51,532 | $5.53M | 0.59% | +6,039+13.3% | Added |
| Millennium Management LLC | 51,642 | $5.54M | 0.01% | −711,201−93.2% | Reduced |
| Avantax Advisory Services, Inc. | 51,916 | $5.57M | 0.08% | +3,581+7.4% | Added |
| Strategic Wealth Partners, Ltd. | 51,939 | $5.57M | 1.20% | −1,737−3.2% | Reduced |
| Moors & Cabot, Inc. | 52,005 | $5.58M | 0.40% | −90−0.2% | Reduced |
| Opus Investment Management Inc | 52,000 | $5.58M | 1.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52,388 | $5.62M | 0.10% | −30.0% | Reduced |
| Lazard Asset Management LLC | 52,743 | $5.65M | 0.01% | +9,999+23.4% | Added |
| Hudson Valley Investment Advisors Inc | 52,823 | $5.66M | 0.88% | +2,168+4.3% | Added |
| Marco Investment Management LLC | 53,170 | $5.70M | 0.66% | +1,700+3.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,350 | $5.72M | 0.01% | −42,636−44.4% | Reduced |
| Principal Street Partners, LLC | 54,035 | $5.79M | 1.50% | −466−0.9% | Reduced |
| Regions Financial Corp | 54,293 | $5.82M | 0.06% | −1,193−2.2% | Reduced |
| Energy Income Partners, LLC | 54,947 | $5.89M | 0.14% | −15,514−22.0% | Reduced |
| Rockefeller Capital Management L.P. | 55,088 | $5.91M | 0.03% | +2,776+5.3% | Added |
| Dean Investment Associates, LLC | 55,355 | $5.93M | 1.16% | +10.0% | Added |
| Guardian Capital LP | 55,516 | $5.95M | 0.18% | −700−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 55,590 | $5.96M | 0.13% | −56,671−50.5% | Reduced |
| United Capital Financial Advisers, LLC | 55,953 | $6.00M | 0.03% | −7,884−12.4% | Reduced |
| Beacon Financial Group | 57,914 | $6.01M | 0.89% | −570−1.0% | Reduced |
| Insight Folios Inc | 56,116 | $6.02M | 2.86% | +3,608+6.9% | Added |
| Pinnacle Financial Partners Inc | 56,276 | $6.03M | 0.21% | −22,213−28.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 56,359 | $6.04M | 4.38% | −130−0.2% | Reduced |
| Atria Investments LLC | 56,837 | $6.09M | 0.13% | +5,331+10.4% | Added |
| Kentucky Retirement Systems | 57,141 | $6.13M | 0.26% | +8,111+16.5% | Added |
| Man Group plc | – | $6.14M | 0.03% | – | – |
| Capital Investment Advisory Services, LLC | 57,326 | $6.15M | 0.74% | +12,793+28.7% | Added |
| Novare Capital Management LLC | 57,359 | $6.15M | 0.76% | +46,589+432.6% | Added |
| Eagle Global Advisors LLC | 57,568 | $6.17M | 0.46% | −214−0.4% | Reduced |
| Estabrook Capital Management | 57,948 | $6.21M | 1.07% | −2,553−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 58,620 | $6.29M | 0.44% | +1,979+3.5% | Added |
| Natixis | 58,665 | $6.29M | 0.02% | −685,765−92.1% | Reduced |
| Atria Wealth Solutions, Inc. | 58,648 | $6.29M | 0.13% | +20,052+52.0% | Added |
| Alerus Financial NA | 58,769 | $6.30M | 0.58% | −2,748−4.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,114 | $6.34M | 0.15% | −5,318−8.3% | Reduced |
| Maryland State Retirement & Pension System | 59,559 | $6.38M | 0.21% | 00.0% | Unchanged |
| BCM Advisors, LLC | 60,637 | $6.43M | 1.77% | +200+0.3% | Added |
| Oregon Public Employees Retirement Fund | 60,389 | $6.47M | 0.10% | −1,429−2.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 60,623 | $6.50M | 1.47% | −288−0.5% | Reduced |
| Xponance, Inc. | 60,759 | $6.51M | 0.13% | +11,095+22.3% | Added |
| Stephens Inc | 61,268 | $6.57M | 0.13% | −2,181−3.4% | Reduced |
| Camden National Bank | 61,534 | $6.60M | 1.36% | +586+1.0% | Added |
| Central Trust Co | 62,700 | $6.72M | 0.22% | +721+1.2% | Added |
| TD Private Client Wealth LLC | 62,883 | $6.74M | 0.33% | +1,360+2.2% | Added |
| Advisory Services Network, LLC | 62,987 | $6.75M | 0.23% | +4,418+7.5% | Added |
| Capital Investment Advisors, LLC | 63,061 | $6.76M | 0.22% | +474+0.8% | Added |