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 |
|---|---|---|---|---|---|
| Intact Investment Management Inc. | 63,300 | $6.79M | 0.21% | +3,400+5.7% | Added |
| Cornerstone Wealth Group, LLC | 63,879 | $6.85M | 1.43% | +47,365+286.8% | Added |
| Fayez Sarofim & Co | 64,789 | $6.95M | 0.03% | −1,382−2.1% | Reduced |
| Raymond James Trust N.A. | 64,954 | $6.96M | 0.25% | −2,287−3.4% | Reduced |
| Cincinnati Casualty Co | 66,300 | $7.11M | 4.64% | 00.0% | Unchanged |
| GWM Advisors LLC | 66,436 | $7.12M | 0.12% | +8,995+15.7% | Added |
| Tompkins Financial Corp | 66,601 | $7.14M | 1.15% | +1,384+2.1% | Added |
| Strategic Advisors LLC | 67,740 | $7.26M | 1.52% | −410−0.6% | Reduced |
| Snowden Capital Advisors LLC | 68,315 | $7.32M | 0.33% | −288−0.4% | Reduced |
| First PREMIER Bank | 68,617 | $7.36M | 2.20% | −917−1.3% | Reduced |
| Churchill Management Corp | 69,267 | $7.43M | 0.19% | −208−0.3% | Reduced |
| Biondo Investment Advisors, LLC | 70,053 | $7.58M | 1.67% | +2,685+4.0% | Added |
| Cetera Investment Advisers | 71,003 | $7.61M | 0.12% | −5,941−7.7% | Reduced |
| Anchor Investment Management, LLC | 71,354 | $7.65M | 1.11% | +377+0.5% | Added |
| First Citizens Bank & Trust Co | 72,067 | $7.73M | 0.27% | +2,717+3.9% | Added |
| Tufton Capital Management | 72,545 | $7.78M | 1.45% | +116+0.2% | Added |
| Glenmede Trust Co NA | 72,810 | $7.80M | 0.05% | −32,497−30.9% | Reduced |
| MUFG Americas Holdings Corp | 73,812 | $7.91M | 0.18% | −61−0.1% | Reduced |
| Hartford Investment Management Co | 74,019 | $7.94M | 0.24% | +1,206+1.7% | Added |
| Public Sector Pension Investment Board | 74,056 | $7.94M | 0.07% | −33,877−31.4% | Reduced |
| Assenagon Asset Management S.A. | 74,604 | $8.00M | 0.03% | −26,789−26.4% | Reduced |
| Greystone Financial Group, LLC | 74,939 | $8.03M | 2.50% | −1,109−1.5% | Reduced |
| Philadelphia Trust Co | 75,471 | $8.09M | 0.83% | −11,203−12.9% | Reduced |
| Bell Bank | 76,164 | $8.17M | 0.98% | +4,824+6.8% | Added |
| Securian Asset Management, Inc | 76,332 | $8.18M | 0.20% | −6,780−8.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 76,682 | $8.22M | 0.15% | +3,223+4.4% | Added |
| Smith, Salley & Associates | 78,325 | $8.40M | 0.73% | +3,893+5.2% | Added |
| Welch & Forbes LLC | 78,419 | $8.41M | 0.15% | −589−0.7% | Reduced |
| Laurel Wealth Advisors LLC | 78,446 | $8.41M | 2.08% | +1,838+2.4% | Added |
| Patten & Patten Inc | 78,757 | $8.44M | 0.74% | +143+0.2% | Added |
| SG Americas Securities, LLC | 79,364 | $8.51M | 0.11% | +64,007+416.8% | Added |
| Keybank National Association | 80,198 | $8.60M | 0.04% | −120.0% | Reduced |
| Bogart Wealth, LLC | 80,291 | $8.61M | 0.76% | +11,748+17.1% | Added |
| Clarity Financial LLC | 80,526 | $8.63M | 1.87% | +6,058+8.1% | Added |
| ARGI Investment Services, LLC | 81,004 | $8.68M | 0.29% | +7,880+10.8% | Added |
| South Dakota Investment Council | 81,384 | $8.72M | 0.20% | −142−0.2% | Reduced |
| Private Advisor Group, LLC | 81,846 | $8.78M | 0.08% | −9,559−10.5% | Reduced |
| Prudential PLC | 83,139 | $8.91M | 0.16% | +59,165+246.8% | Added |
| Advocate Group LLC | 83,229 | $8.92M | 2.08% | +83,229 | New |
| ARS Wealth Advisors Group, LLC | 83,272 | $8.93M | 1.23% | −68−0.1% | Reduced |
| Jones Financial Companies LLLP | 84,355 | $9.04M | 0.02% | −1,627−1.9% | Reduced |
| Nissay Asset Management Corp | 84,668 | $9.08M | 0.09% | +194+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 85,480 | $9.16M | 2.79% | +2,408+2.9% | Added |
| Wesbanco Bank Inc | 85,878 | $9.21M | 0.41% | +13,656+18.9% | Added |
| D.A. Davidson & Co. | 86,353 | $9.26M | 0.12% | +1,875+2.2% | Added |
| British Columbia Investment Management Corp | 89,241 | $9.57M | 0.09% | −29,532−24.9% | Reduced |
| Pacer Advisors, Inc. | 89,386 | $9.58M | 0.07% | +49,822+125.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 90,148 | $9.66M | 3.30% | −17,398−16.2% | Reduced |
| Summit Global Investments | 92,138 | $9.88M | 0.87% | +1,828+2.0% | Added |
| Oppenheimer & Co Inc | 92,917 | $9.96M | 0.21% | −143−0.2% | Reduced |
| South State Corp. | 93,127 | $9.98M | 0.94% | +1,193+1.3% | Added |
| Linscomb & Williams, Inc. | 94,001 | $10.1M | 0.58% | −4,849−4.9% | Reduced |
| Farmers & Merchants Investments Inc | 95,031 | $10.2M | 0.44% | +1,150+1.2% | Added |
| National Bank of Canada | 94,276 | $10.2M | 0.05% | +3,643+4.0% | Added |
| Mercer Global Advisors Inc | 98,689 | $10.6M | 0.06% | +5,305+5.7% | Added |
| ING Groep NV | 101,338 | $10.9M | 0.13% | +47,838+89.4% | Added |
| Brinker Capital Investments, LLC | 101,515 | $10.9M | 0.21% | −8,923−8.1% | Reduced |
| Texas Permanent School Fund | 101,692 | $10.9M | 0.17% | +1,918+1.9% | Added |
| AlphaStar Capital Management, LLC | 102,225 | $11.0M | 1.01% | +4,458+4.6% | Added |
| Janus Henderson Group PLC | 104,600 | $11.2M | 0.01% | −145,108−58.1% | Reduced |
| Mutual of America Capital Management LLC | 104,971 | $11.3M | 0.14% | +2,315+2.3% | Added |
| FineMark National Bank & Trust | 105,228 | $11.3M | 0.52% | +955+0.9% | Added |
| Kestra Advisory Services, LLC | 106,013 | $11.4M | 0.12% | +6,862+6.9% | Added |
| Citadel Advisors LLC | 106,262 | $11.4M | 0.02% | −1,286,325−92.4% | Reduced |
| Wealthfront Advisers LLC | 106,302 | $11.4M | 0.06% | −1,371−1.3% | Reduced |
| Jane Street Group, LLC | 106,696 | $11.4M | 0.02% | −78,335−42.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,926 | $11.6M | 0.07% | −1,439−1.3% | Reduced |
| Susquehanna International Group, LLP | 108,670 | $11.7M | 0.02% | −103,223−48.7% | Reduced |
| Aviva PLC | 108,853 | $11.7M | 0.06% | −33,747−23.7% | Reduced |
| Eagle Asset Management Inc | 112,453 | $12.1M | 0.08% | −29,337−20.7% | Reduced |
| Blair William & Co | 112,528 | $12.1M | 0.05% | +1,278+1.1% | Added |
| ProShare Advisors LLC | 114,868 | $12.3M | 0.04% | −42,299−26.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 115,734 | $12.4M | 0.54% | +112,523+3,504.3% | Added |
| Maryland Capital Management | 117,062 | $12.6M | 0.99% | −5,036−4.1% | Reduced |
| Westpac Banking Corp | 118,688 | $12.7M | 0.17% | −9,155−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 123,142 | $13.2M | 0.02% | +12,634+11.4% | Added |
| Meyer Handelman Co | 123,337 | $13.2M | 0.57% | −100−0.1% | Reduced |
| Gratus Capital LLC | 123,459 | $13.2M | 1.49% | +4,663+3.9% | Added |
| Guardian Capital Advisors LP | 123,845 | $13.2M | 1.52% | −335−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 123,946 | $13.3M | 0.07% | −561−0.5% | Reduced |
| Cornerstone Capital, Inc. | 124,846 | $13.4M | 1.72% | −933−0.7% | Reduced |
| Willis Investment Counsel | 125,850 | $13.5M | 0.83% | −48,300−27.7% | Reduced |
| Gulf International Bank (UK) Ltd | 127,527 | $13.5M | 0.24% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 126,740 | $13.6M | 1.02% | −1,022−0.8% | Reduced |
| AE Wealth Management LLC | 127,238 | $13.6M | 0.11% | +10,110+8.6% | Added |
| Woodmont Investment Counsel LLC | 129,327 | $13.9M | 1.71% | +617+0.5% | Added |
| Los Angeles Capital Management LLC | 129,500 | $13.9M | 0.07% | +107,394+485.8% | Added |
| Bank of Nova Scotia | 130,383 | $14.0M | 0.03% | +21,018+19.2% | Added |
| Point72 Asset Management, L.P. | 131,300 | $14.1M | 0.07% | −704,900−84.3% | Reduced |
| Janney Capital Management LLC | 132,603 | $14.2M | 1.14% | +1,514+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 134,135 | $14.4M | 0.04% | −12,898−8.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 134,267 | $14.4M | 0.15% | +3,348+2.6% | Added |
| Hennessy Advisors Inc | 134,287 | $14.4M | 0.86% | −3,300−2.4% | Reduced |
| State of Alaska, Department of Revenue | 134,370 | $14.4M | 0.18% | −675−0.5% | Reduced |
| Cetera Advisor Networks LLC | 136,197 | $14.6M | 0.19% | +10,077+8.0% | Added |
| Utah Retirement Systems | 137,086 | $14.7M | 0.24% | −200−0.1% | Reduced |
| Yousif Capital Management, LLC | 137,274 | $14.7M | 0.19% | −5,215−3.7% | Reduced |
| New York Life Investment Management LLC | 137,949 | $14.8M | 0.17% | +137,949 | New |
| Beck Mack & Oliver LLC | 138,324 | $14.8M | 0.44% | +239+0.2% | Added |
| CIBC World Markets Corp | 141,347 | $15.2M | 0.14% | +94,583+202.3% | Added |