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
- 1,798
- 0 vs. Q1 2022
- Shares held
- 488.0M
- +10.8M (+2.3%) vs. Q1 2022
- Total value
- $52.3B
- −$917.4M (−1.7%) vs. Q1 2022
- New holders
- 105
- 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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 431 | $46.0K | 0.00% | +331+331.0% | Added |
| Kelly Financial Services LLC | 440 | $47.2K | 0.02% | −12−2.7% | Reduced |
| Spartan Planning & Wealth Management | 449 | $48.0K | 0.06% | +36+8.7% | Added |
| Lee Financial Co | 468 | $50.0K | 0.01% | +10+2.2% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $54.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 513 | $55.0K | 0.02% | +3+0.6% | Added |
| Coston, McIsaac & Partners | 530 | $57.0K | 0.03% | +530 | New |
| Cascade Investment Advisors, Inc. | 535 | $57.4K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 537 | $58.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 543 | $58.0K | 0.01% | +204+60.2% | Added |
| First Community Trust NA | 548 | $59.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $60.0K | 0.02% | −500−47.2% | Reduced |
| Altshuler Shaham Ltd | 557 | $60.0K | 0.00% | −67−10.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 590 | $63.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 587 | $63.0K | 0.02% | 00.0% | Unchanged |
| Estate Counselors, LLC | 591 | $63.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $63.0K | 0.14% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $63.0K | 0.06% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 590 | $63.0K | 0.04% | +508+619.5% | Added |
| Tucker Asset Management LLC | 589 | $63.1K | 0.02% | +4+0.7% | Added |
| Laffer Tengler Investments | 596 | $63.9K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 596 | $64.0K | 0.02% | −18−2.9% | Reduced |
| Riverview Trust Co | 601 | $64.0K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 598 | $64.0K | 0.00% | +598 | New |
| Benjamin Edwards Inc | 604 | $65.0K | 0.02% | −268−30.7% | Reduced |
| Versant Capital Management, Inc | 602 | $65.0K | 0.02% | −7−1.1% | Reduced |
| Private Ocean, LLC | 640 | $68.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 651 | $70.0K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $70.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $72.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 702 | $75.0K | 0.00% | +702 | New |
| RE Dickinson Investment Advisors, LLC | 709 | $76.0K | 0.06% | −92−11.5% | Reduced |
| Seldon Capital LP | 710 | $76.0K | 0.04% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 720 | $77.0K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,400 | $77.8K | 0.08% | −819−36.9% | Reduced |
| WFA Asset Management Corp | 739 | $79.2K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 752 | $81.0K | 0.06% | −82−9.8% | Reduced |
| Bellevue Asset Management, LLC | 747 | $81.0K | 0.06% | +1+0.1% | Added |
| Sound Income Strategies, LLC | 754 | $81.0K | 0.01% | +26+3.6% | Added |
| Westside Investment Management, Inc. | 771 | $82.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 761 | $82.0K | 0.03% | +100+15.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $82.0K | 0.02% | +763 | New |
| Centerpoint Advisors, LLC | 770 | $83.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 778 | $83.4K | 0.02% | +130+20.1% | Added |
| Larson Financial Group LLC | 782 | $84.0K | 0.01% | −100−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 787 | $85.0K | 0.02% | +2+0.3% | Added |
| JFS Wealth Advisors, LLC | 803 | $86.0K | 0.01% | +671+508.3% | Added |
| Manchester Capital Management LLC | 813 | $87.0K | 0.01% | −13−1.6% | Reduced |
| Cranbrook Wealth Management, LLC | 833 | $89.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 856 | $91.0K | 0.02% | +5+0.6% | Added |
| American State Bank (Iowa) | 874 | $93.7K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 877 | $94.0K | 0.13% | +4+0.5% | Added |
| Kenfarb & Co. | 845 | $94.0K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 890 | $95.0K | 0.05% | −1,000−52.9% | Reduced |
| Kozak & Associates, Inc. | 881 | $95.0K | 0.06% | +15+1.7% | Added |
| Brewin Dolphin Ltd | 896 | $96.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 905 | $97.0K | 0.02% | +75+9.0% | Added |
| Private Capital Group, LLC | 910 | $98.0K | 0.07% | −1,211−57.1% | Reduced |
| WFA of San Diego, LLC | 972 | $104.0K | 0.09% | +972 | New |
| Mechanics Financial Corp | 1,000 | $107.0K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,005 | $108.0K | 0.09% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $110.0K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,033 | $111.0K | 0.08% | −77−6.9% | Reduced |
| S.A. Mason LLC | 1,036 | $111.0K | 0.08% | +32+3.2% | Added |
| Disciplined Investments, LLC | 1,086 | $116.0K | 0.05% | +1+0.1% | Added |
| Leelyn Smith, LLC | 1,107 | $119.0K | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,123 | $120.0K | 0.00% | +554+97.4% | Added |
| Alpha Paradigm Partners, LLC | 1,115 | $120.0K | 0.05% | +984+751.1% | Added |
| Cornerstone Management, Inc. | 1,123 | $120.4K | 0.03% | +3+0.3% | Added |
| Baystate Wealth Management LLC | 1,143 | $123.0K | 0.01% | +1+0.1% | Added |
| CVA Family Office, LLC | 1,166 | $125.0K | 0.03% | +370+46.5% | Added |
| AllSquare Wealth Management LLC | 1,182 | $127.0K | 0.09% | 00.0% | Unchanged |
| City State Bank | 1,214 | $130.0K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,226 | $131.0K | 0.05% | +63+5.4% | Added |
| Covestor Ltd | 1,229 | $132.0K | 0.11% | −31−2.5% | Reduced |
| West Bancorporation Inc | 1,250 | $134.0K | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $134.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,253 | $134.0K | 0.00% | +177+16.4% | Added |
| Key Financial Inc | 1,233 | $135.0K | 0.07% | −400−24.5% | Reduced |
| Center for Financial Planning, Inc. | 1,255 | $135.0K | 0.03% | −266−17.5% | Reduced |
| Addison Advisors LLC | 1,275 | $137.0K | 0.08% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 1,301 | $139.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,299 | $139.0K | 0.02% | +9+0.7% | Added |
| QVR LLC | 1,300 | $139.0K | 0.11% | +1,300 | New |
| Byrne Asset Management LLC | 1,318 | $141.0K | 0.10% | −137−9.4% | Reduced |
| Evoke Wealth, LLC | 1,335 | $143.0K | 0.01% | −188−12.3% | Reduced |
| Vestor Capital, LLC | 1,353 | $145.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,375 | $147.0K | 0.08% | −26−1.9% | Reduced |
| Atwood & Palmer Inc | 1,380 | $148.0K | 0.01% | −33−2.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,380 | $148.0K | 0.02% | +68+5.2% | Added |
| Atlas Capital Advisors LLC | 1,437 | $154.1K | 0.03% | +60+4.4% | Added |
| Total Clarity Wealth Management, Inc. | 1,448 | $155.0K | 0.08% | +1,448 | New |
| Hazlett, Burt & Watson, Inc. | 1,441 | $156.0K | 0.14% | +82+6.0% | Added |
| C M Bidwell & Associates Ltd | 1,460 | $157.0K | 0.12% | −40−2.7% | Reduced |
| TCTC Holdings, LLC | 1,473 | $158.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,477 | $159.0K | 0.16% | +1,477 | New |
| TCI Wealth Advisors, Inc. | 1,495 | $160.0K | 0.02% | +48+3.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,497 | $161.0K | 0.04% | −228−13.2% | Reduced |
| Tradition Wealth Management, LLC | 1,544 | $166.0K | 0.02% | +8+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,559 | $167.0K | 0.12% | +48+3.2% | Added |