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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ2 2022: 1,798 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ2 2022: $52.3B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2022.

Institutions holding DUK in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bank Julius Baer & Co. Ltd, Zurich1,569$168.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,575$169.0K0.03%+20+1.3%Added
AlphaMark Advisors, LLC1,611$173.0K0.08%+3+0.2%Added
Arrow Financial Corp1,640$176.0K0.02%+66+4.2%Added
Vigilant Capital Management, LLC1,766$189.0K0.02%00.0%Unchanged
Knuff & Co LLC1,773$190.0K0.09%00.0%Unchanged
Stephens Consulting, LLC1,787$191.6K0.16%−100−5.3%Reduced
Federation des caisses Desjardins du Quebec1,789$191.8K0.00%−13−0.7%Reduced
Fieldpoint Private Securities, LLC1,791$192.0K0.06%−71−3.8%Reduced
Ahrens Investment Partners LLC1,791$192.0K0.08%00.0%Unchanged
Thompson Siegel & Walmsley LLC1,797$193.0K0.00%−3,429−65.6%Reduced
Valley National Advisers Inc1,804$193.0K0.04%00.0%Unchanged
Tradewinds Capital Management, LLC1,809$194.0K0.07%−659−26.7%Reduced
Mondrian Investment Partners LTD1,831$196.0K0.00%00.0%Unchanged
M&R Capital Management Inc1,847$198.0K0.05%00.0%Unchanged
Smithfield Trust Co1,842$199.0K0.01%−31−1.7%Reduced
Roundview Capital LLC1,868$200.0K0.02%+1,868New
Prostatis Group LLC1,870$200.5K0.31%+75+4.2%Added
Dividend Assets Capital, LLC1,877$201.0K0.04%00.0%Unchanged
Mengis Capital Management, Inc.1,883$201.0K0.04%00.0%Unchanged
Retirement Planning Group1,871$201.0K0.02%00.0%Unchanged
Monticello Wealth Management, LLC1,875$201.0K0.02%00.0%Unchanged
Glassman Wealth Services1,871$201.0K0.04%+59+3.3%Added
ASB Consultores, LLC1,877$201.0K0.09%+1,877New
180 Wealth Advisors, LLC1,846$202.0K0.05%−25−1.3%Reduced
Middleton & Co Inc1,886$202.0K0.03%−13−0.7%Reduced
Silvant Capital Management LLC1,886$202.0K0.05%00.0%Unchanged
Oak Harvest Investment Services1,887$202.0K0.05%+29+1.6%Added
Montecito Bank & Trust1,884$202.0K0.05%+1,884New
Valley Brook Capital Group1,899$203.0K0.21%−300−13.6%Reduced
Fairhaven Wealth Management, LLC1,898$203.0K0.10%+40+2.2%Added
JJJ Advisors Inc.1,847$203.0K0.06%+792+75.1%Added
Sonora Investment Management Group, LLC1,906$204.0K0.02%−3−0.2%Reduced
Country Club Bank1,927$204.0K0.02%+1,927New
Rappaport Reiches Capital Management, LLC1,910$204.8K0.10%+105+5.8%Added
Liberty Wealth Management LLC1,912$205.0K0.08%−76−3.8%Reduced
Barber Financial Group, Inc.1,914$205.0K0.03%+108+6.0%Added
Altrius Capital Management Inc1,916$205.0K0.07%+1,916New
Boothbay Fund Management, LLC1,917$206.0K0.01%−317−14.2%Reduced
WealthTrust Asset Management, LLC1,924$206.0K0.19%+2+0.1%Added
First Farmers & Merchants Bank / Trust1,922$206.0K0.26%00.0%Unchanged
Blossom Wealth Management1,928$207.0K1.05%−205−9.6%Reduced
Tower Wealth Partners, Inc.1,930$207.0K0.28%+1,930New
WCG Wealth Advisors LLC1,935$207.0K0.03%+1,935New
J.P. Marvel Investment Advisors, LLC1,944$208.0K0.05%00.0%Unchanged
Lindbrook Capital, LLC1,950$209.0K0.03%+217+12.5%Added
Traynor Capital Management, Inc.1,949$209.0K0.04%+1,949New
Meridian Financial, LLC1,956$209.7K0.24%00.0%Unchanged
Woodley Farra Manion Portfolio Management Inc1,972$211.0K0.02%−120−5.7%Reduced
South Street Advisors LLC1,966$211.0K0.05%00.0%Unchanged
Camden Capital, LLC1,986$213.0K0.06%−1,480−42.7%Reduced
Pring Turner Capital Group Inc1,991$213.0K0.20%00.0%Unchanged
Pacitti Group Inc.1,990$213.0K0.16%00.0%Unchanged
Relyea Zuckerberg Hanson LLC1,989$213.0K0.08%+1,989New
LS Investment Advisors, LLC2,000$214.0K0.04%00.0%Unchanged
Auxano Advisors, LLC2,000$214.0K0.11%00.0%Unchanged
Sargent Bickham Lagudis LLC1,996$214.0K0.02%+192+10.6%Added
Capital Financial Services, LLC2,000$214.0K0.30%+2,000New
Northern Capital Management, Inc.2,009$215.0K0.21%00.0%Unchanged
Pinnacle Bancorp, Inc.2,006$215.0K0.09%00.0%Unchanged
Hightower 6M Holding, LLC2,004$215.0K0.02%−2−0.1%Reduced
Brightworth2,013$216.0K0.02%00.0%Unchanged
Xcel Wealth Management, LLC2,019$216.0K0.08%+2+0.1%Added
McLean Asset Management Corp2,011$216.0K0.09%+9+0.4%Added
Inverness Counsel LLC2,017$216.0K0.01%+2,017New
HFR Wealth Management, LLC2,022$217.0K0.07%00.0%Unchanged
Axiom Financial Strategies, LLC2,024$217.0K0.11%00.0%Unchanged
Motco2,031$218.0K0.02%−9,905−83.0%Reduced
Oxford Financial Group Ltd2,034$218.0K0.03%+101+5.2%Added
Capital Financial Planning, LLC2,037$218.0K0.09%+136+7.2%Added
Advus Financial Partners, LLC2,036$218.3K0.12%+2,036New
PDS Planning, Inc2,043$219.0K0.04%+48+2.4%Added
Natixis Investment Managers International2,046$219.0K0.00%+2,046New
Liberty Capital Management, Inc.2,050$220.0K0.08%00.0%Unchanged
Calamos Wealth Management LLC2,050$220.0K0.02%+90+4.6%Added
Crown Wealth Group, LLC2,061$221.0K0.20%−47−2.2%Reduced
Virtue Capital Management, LLC2,072$222.0K0.03%+272+15.1%Added
HHM Wealth Advisors, LLC2,080$223.0K0.06%00.0%Unchanged
Lokken Investment Group LLC2,078$223.0K0.18%+12+0.6%Added
DuPont Capital Management Corp2,085$224.0K0.01%−533−20.4%Reduced
Redwood Financial Network Corp2,093$224.0K0.24%−106−4.8%Reduced
Column Capital Advisors, LLC2,087$224.0K0.04%00.0%Unchanged
Chelsea Counsel Co2,101$225.0K0.12%−93−4.2%Reduced
Oak Thistle LLC2,109$226.0K0.44%−3,641−63.3%Reduced
Legacy Wealth Planning, LLC2,112$226.0K0.32%+2,112New
Blue Barn Wealth, LLC2,123$228.0K0.17%+13+0.6%Added
Stanley-Laman Group, Ltd.2,127$228.0K0.04%+2,127New
Exane Derivatives2,135$228.9K0.13%−179−7.7%Reduced
Balyasny Asset Management LLC2,133$229.0K0.00%−6,632−75.7%Reduced
Papp L Roy & Associates2,135$229.0K0.03%−65−3.0%Reduced
Cassia Capital Partners, LLC2,132$229.0K0.23%+3+0.1%Added
Carroll Investors, Inc2,138$229.0K0.21%00.0%Unchanged
Cipher Capital LP2,133$229.0K0.05%+2,133New
Arkfeld Wealth Strategies, L.L.C.2,173$230.0K0.15%+5+0.2%Added
MV Capital Management, Inc.2,141$230.0K0.04%−25−1.2%Reduced
Westhampton Capital, LLC2,144$230.0K0.16%00.0%Unchanged
Guerra Pan Advisors, LLC2,093$230.0K0.29%00.0%Unchanged
Johnson Financial Group, Inc.2,169$233.0K0.02%−542−20.0%Reduced
Flputnam Investment Management Co2,177$233.0K0.01%−374−14.7%Reduced
Institutional & Family Asset Management, LLC2,169$233.0K0.04%00.0%Unchanged