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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 2,170 | $233.0K | 0.28% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,181 | $234.0K | 0.04% | +2,181 | New |
| XML Financial, LLC | 2,192 | $235.0K | 0.05% | −3,810−63.5% | Reduced |
| CFM Wealth Partners LLC | 2,188 | $235.0K | 0.07% | −100−4.4% | Reduced |
| M. Kraus & Co | 2,196 | $235.0K | 0.09% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,192 | $235.0K | 0.15% | −5−0.2% | Reduced |
| Lumature Wealth Partners, LLC | 2,194 | $235.0K | 0.10% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,199 | $236.0K | 0.05% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,200 | $236.0K | 0.06% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 2,204 | $236.0K | 0.03% | +30+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 2,208 | $236.7K | 0.07% | +2,208 | New |
| CX Institutional | 2,214 | $237.0K | 0.02% | −423−16.0% | Reduced |
| Country Trust Bank | 2,213 | $237.0K | 0.01% | −67−2.9% | Reduced |
| Horan Capital Advisors, LLC. | 2,210 | $237.0K | 0.11% | +10.0% | Added |
| Pinnacle Private Wealth, LLC | 2,224 | $238.0K | 0.09% | −36−1.6% | Reduced |
| TRUE Private Wealth Advisors | 2,221 | $238.0K | 0.03% | +137+6.6% | Added |
| Trust Co of Oklahoma | 2,225 | $238.5K | 0.11% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,230 | $239.0K | 0.09% | −275−11.0% | Reduced |
| Regent Investment Management LLC | 2,229 | $239.0K | 0.07% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,241 | $240.0K | 0.01% | −47−2.1% | Reduced |
| Moseley Investment Management Inc | 2,242 | $240.0K | 0.17% | +21+0.9% | Added |
| Evergreen Capital Management LLC | 2,249 | $241.0K | 0.01% | −1,075−32.3% | Reduced |
| Winthrop Advisory Group LLC | 2,245 | $241.0K | 0.06% | −377−14.4% | Reduced |
| West Michigan Advisors, LLC | 2,248 | $241.0K | 0.21% | +285+14.5% | Added |
| Graham Capital Management, L.P. | 2,255 | $241.0K | 0.01% | +2,255 | New |
| DRW Securities, LLC | 2,247 | $241.0K | 0.06% | +2,247 | New |
| Clear Creek Financial Management, LLC | 2,244 | $241.0K | 0.05% | +2,244 | New |
| Matrix Private Capital Group LLC | 2,256 | $242.0K | 0.14% | −10.0% | Reduced |
| Boltwood Capital Management | 2,265 | $243.0K | 0.11% | −50−2.2% | Reduced |
| Mairs & Power Inc | 2,274 | $244.0K | 0.00% | −118−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 2,280 | $244.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,284 | $245.0K | 0.02% | −179−7.3% | Reduced |
| Shufro Rose & Co LLC | 2,281 | $245.0K | 0.02% | −63−2.7% | Reduced |
| Keeler Thomas Management LLC | 2,286 | $245.0K | 0.12% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,297 | $246.0K | 0.01% | +302+15.1% | Added |
| Stone Run Capital, LLC | 2,304 | $247.0K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,305 | $247.0K | 0.08% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,305 | $247.0K | 0.24% | +50+2.2% | Added |
| Abner Herrman & Brock LLC | 2,307 | $247.0K | 0.04% | +2,307 | New |
| Latitude Advisors, LLC | 2,312 | $248.0K | 0.23% | −4,474−65.9% | Reduced |
| Charter Research & Investment Group, Inc. | 2,325 | $249.0K | 0.23% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 2,323 | $249.0K | 0.10% | +148+6.8% | Added |
| BBR Partners, LLC | 2,325 | $249.0K | 0.03% | +2,325 | New |
| Cyrus J. Lawrence, LLC | 2,328 | $250.0K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,333 | $250.0K | 0.02% | +34+1.5% | Added |
| Verus Capital Partners, LLC | 996 | $251.0K | 0.05% | −1,528−60.5% | Reduced |
| Joel Isaacson & Co., LLC | 2,342 | $251.0K | 0.02% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,358 | $252.0K | 0.08% | +105+4.7% | Added |
| Echo Street Capital Management LLC | 2,351 | $252.0K | 0.00% | +2,351 | New |
| Lockerman Financial Group, Inc. | 2,361 | $253.0K | 0.81% | +401+20.5% | Added |
| Wealth Quarterback LLC | 2,359 | $253.0K | 0.20% | +2,359 | New |
| Essex Investment Management Co LLC | 2,384 | $256.0K | 0.04% | 00.0% | Unchanged |
| ACG Wealth | 2,387 | $256.0K | 0.05% | +7+0.3% | Added |
| Tyler-Stone Wealth Management | 2,385 | $256.0K | 0.17% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 2,390 | $256.0K | 0.12% | +23+1.0% | Added |
| Premier Asset Management LLC | 2,337 | $257.0K | 0.21% | −1,561−40.0% | Reduced |
| Chesapeake Wealth Management | 2,397 | $257.0K | 0.11% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,400 | $257.0K | 0.03% | +210+9.6% | Added |
| Pasadena Private Wealth, LLC | 2,412 | $259.0K | 0.09% | −442−15.5% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $259.0K | 0.28% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,412 | $259.0K | 0.03% | +81+3.5% | Added |
| TrueWealth Advisors, LLC | 2,427 | $260.0K | 0.12% | +378+18.4% | Added |
| S&CO Inc | 2,438 | $261.0K | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,433 | $261.0K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,442 | $262.0K | 0.10% | +23+1.0% | Added |
| Claraphi Advisory Network, LLC | 2,457 | $263.0K | 0.09% | −911−27.0% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $263.0K | 0.06% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,463 | $264.0K | 0.12% | −562−18.6% | Reduced |
| LexAurum Advisors, LLC | 2,458 | $264.0K | 0.10% | +100+4.2% | Added |
| Colton Groome Financial Advisors, LLC | 2,463 | $264.0K | 0.13% | +524+27.0% | Added |
| Greytown Advisors Inc. | 2,472 | $265.0K | 0.15% | −951−27.8% | Reduced |
| Ledyard National Bank | 2,469 | $265.0K | 0.03% | −405−14.1% | Reduced |
| American Trust | 2,475 | $265.0K | 0.02% | +2,475 | New |
| tru Independence LLC | 2,484 | $266.0K | 0.09% | −180−6.8% | Reduced |
| Eads & Heald Wealth Management | 2,492 | $267.0K | 0.14% | −55−2.2% | Reduced |
| Shayne & Co., LLC | 2,500 | $268.0K | 0.16% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,503 | $268.0K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,510 | $269.0K | 0.03% | −154−5.8% | Reduced |
| VeraBank, N.A. | 2,501 | $269.0K | 0.16% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,509 | $269.0K | 0.04% | +40+1.6% | Added |
| Krane Funds Advisors LLC | 2,509 | $269.0K | 0.01% | +2,509 | New |
| Waddell & Associates, LLC | 2,511 | $269.0K | 0.05% | +2,511 | New |
| Southland Equity Partners LLC | 2,511 | $269.2K | 0.12% | +71+2.9% | Added |
| Mission Wealth Management, LP | 2,515 | $270.0K | 0.01% | −252−9.1% | Reduced |
| Bickling Financial Services, Inc. | 2,515 | $270.0K | 0.17% | +9+0.4% | Added |
| LWM Advisory Services, LLC | 2,528 | $270.0K | 0.32% | +2,528 | New |
| Gleason Group, Inc. | 2,529 | $271.0K | 0.09% | +25+1.0% | Added |
| EverSource Wealth Advisors, LLC | 2,535 | $271.0K | 0.07% | +31+1.2% | Added |
| Cook Wealth Management Group LLC | 2,515 | $274.0K | 0.28% | +2,515 | New |
| Rock Creek Group, LP | 2,566 | $275.0K | 0.03% | +415+19.3% | Added |
| Ritter Daniher Financial Advisory LLC | 2,565 | $275.0K | 0.20% | +2,565 | New |
| Becker Capital Management Inc | 2,575 | $276.0K | 0.01% | 00.0% | Unchanged |
| 55I, LLC | 2,576 | $276.0K | 0.01% | +11+0.4% | Added |
| Wealth Effects LLC | 2,571 | $276.0K | 0.17% | +10.0% | Added |
| Citizens National Bank Trust Department | 2,582 | $277.0K | 0.08% | 00.0% | Unchanged |
| Wealthquest Corp | 2,589 | $277.0K | 0.04% | +84+3.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,597 | $278.0K | 0.20% | +349+15.5% | Added |
| Mezzasalma Advisors, LLC | 2,607 | $279.0K | 0.24% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,604 | $279.0K | 0.18% | +7+0.3% | Added |
| Waldron Private Wealth LLC | 2,614 | $280.0K | 0.02% | +549+26.6% | Added |