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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 2,623 | $281.0K | 0.06% | +2,623 | New |
| Bender Robert & Associates | 2,626 | $282.0K | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,628 | $282.0K | 0.06% | +97+3.8% | Added |
| Capstone Investment Advisors, LLC | 2,629 | $282.0K | 0.01% | +422+19.1% | Added |
| Zacks Investment Management | 2,629 | $282.0K | 0.00% | +798+43.6% | Added |
| Adviser Investments LLC | 2,639 | $283.0K | 0.02% | +54+2.1% | Added |
| Boston Common Asset Management, LLC | 2,647 | $284.0K | 0.01% | −385−12.7% | Reduced |
| Sanders Morris Harris LLC | 2,650 | $284.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,662 | $285.0K | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,662 | $285.0K | 0.21% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,658 | $285.0K | 0.15% | +14+0.5% | Added |
| Cedar Brook Financial Partners, LLC | 2,654 | $285.0K | 0.09% | +192+7.8% | Added |
| Sunflower Bank, N.A. | 2,668 | $286.0K | 0.06% | −2,013−43.0% | Reduced |
| MainStreet Investment Advisors LLC | 2,662 | $286.0K | 0.03% | −64−2.3% | Reduced |
| Horan Securities, Inc. | 2,715 | $286.0K | 0.17% | +89+3.4% | Added |
| Fortress Wealth Group, LLC | 2,673 | $287.0K | 0.25% | +2,673 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,689 | $288.0K | 0.00% | +24+0.9% | Added |
| Brown Advisory Securities, LLC | 2,675 | $288.0K | 0.27% | 00.0% | Unchanged |
| Fca Corp | 2,686 | $288.0K | 0.11% | +324+13.7% | Added |
| Avidian Wealth Solutions, LLC | 2,686 | $288.0K | 0.02% | +2,686 | New |
| Indiana Trust & Investment Management CO | 2,699 | $289.0K | 0.16% | +350+14.9% | Added |
| Verition Fund Management LLC | 2,714 | $291.0K | 0.01% | +2,714 | New |
| Sterling Manor Financial, LLC | 2,728 | $292.0K | 0.36% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 2,724 | $292.0K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,735 | $293.0K | 0.01% | +206+8.1% | Added |
| Vantage Financial Partners, LLC | 2,744 | $294.0K | 0.17% | +13+0.5% | Added |
| Stokes Family Office, LLC | 2,743 | $294.0K | 0.04% | +75+2.8% | Added |
| Van Cleef Asset Management,Inc | 2,745 | $294.0K | 0.05% | +225+8.9% | Added |
| Nations Financial Group Inc, | 2,751 | $295.0K | 0.04% | −48−1.7% | Reduced |
| Doliver Advisors, LP | 2,765 | $296.0K | 0.11% | −2,116−43.4% | Reduced |
| First Foundation Advisors | 2,760 | $296.0K | 0.01% | −585−17.5% | Reduced |
| Community Trust & Investment Co | 2,765 | $296.0K | 0.03% | −433−13.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,761 | $297.0K | 0.17% | +20+0.7% | Added |
| Aveo Capital Partners, LLC | 2,785 | $299.0K | 0.05% | +363+15.0% | Added |
| Griffin Asset Management, Inc. | 2,789 | $299.0K | 0.05% | +419+17.7% | Added |
| Fortitude Advisory Group L.L.C. | 2,797 | $300.0K | 0.28% | −145−4.9% | Reduced |
| Mainstay Capital Management LLC | 2,799 | $300.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,796 | $300.0K | 0.05% | +51+1.9% | Added |
| Verus Financial Partners, Inc. | 2,912 | $302.0K | 0.04% | −212−6.8% | Reduced |
| Spinnaker Investment Group, LLC | 2,815 | $302.0K | 0.12% | −195−6.5% | Reduced |
| Gryphon Financial Partners LLC | 2,811 | $302.0K | 0.07% | +7+0.2% | Added |
| Old Point Trust & Financial Services N A | 2,825 | $303.0K | 0.14% | +2,825 | New |
| Newman Dignan & Sheerar, Inc. | 2,838 | $304.0K | 0.10% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,846 | $305.0K | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,847 | $305.0K | 0.02% | +227+8.7% | Added |
| Vise Technologies, Inc. | 2,845 | $305.0K | 0.12% | +2,845 | New |
| SFMG, LLC | 2,853 | $306.0K | 0.04% | −27−0.9% | Reduced |
| McMillion Capital Management Inc | 2,858 | $306.0K | 0.25% | 00.0% | Unchanged |
| Advisor Resource Council | 2,860 | $306.0K | 0.03% | +2,860 | New |
| Proficio Capital Partners LLC | 2,874 | $308.0K | 0.06% | +104+3.8% | Added |
| Birchcreek Wealth Management, LLC | 2,885 | $309.0K | 0.28% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,880 | $309.0K | 0.05% | +45+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,884 | $309.0K | 0.14% | +148+5.4% | Added |
| Osborne Partners Capital Management, LLC | 2,901 | $311.0K | 0.02% | −20−0.7% | Reduced |
| Bridges Investment Management Inc | 2,895 | $311.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 2,903 | $311.0K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,909 | $312.0K | 0.16% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,907 | $312.0K | 0.18% | +127+4.6% | Added |
| Capital Asset Advisory Services LLC | 2,914 | $312.0K | 0.03% | +269+10.2% | Added |
| Summit Trail Advisors, LLC | 2,907 | $312.0K | 0.02% | +1,014+53.6% | Added |
| Thrive Capital Management, LLC | 2,906 | $312.0K | 0.22% | +2,906 | New |
| Hallmark Capital Management Inc | 2,921 | $313.0K | 0.03% | −402−12.1% | Reduced |
| Fulcrum Equity Management | 2,918 | $313.0K | 0.25% | +20+0.7% | Added |
| Nicolet Bankshares Inc | 2,930 | $314.0K | 0.08% | −231−7.3% | Reduced |
| Nwam LLC | 2,969 | $316.0K | 0.03% | +250+9.2% | Added |
| Cobblestone Capital Advisors LLC | 2,947 | $316.0K | 0.02% | +586+24.8% | Added |
| Fagan Associates, Inc. | 2,980 | $319.0K | 0.09% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,980 | $319.0K | 0.07% | +45+1.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,976 | $319.0K | 0.18% | +214+7.7% | Added |
| River & Mercantile Investments Ltd | 2,978 | $319.0K | 0.09% | +2,978 | New |
| Valmark Advisers, Inc. | 2,994 | $321.0K | 0.01% | +102+3.5% | Added |
| Alethea Capital Management, LLC | 3,000 | $322.0K | 0.40% | −1,000−25.0% | Reduced |
| Searle & Co. | 3,000 | $322.0K | 0.13% | +3,000 | New |
| YHB Investment Advisors, Inc. | 3,013 | $323.0K | 0.03% | +4+0.1% | Added |
| Summit Asset Management, LLC | 3,022 | $324.0K | 0.10% | −52−1.7% | Reduced |
| Old Second National Bank of Aurora | 3,019 | $324.0K | 0.09% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,030 | $324.0K | 0.08% | +715+30.9% | Added |
| Allegheny Financial Group LTD | 3,031 | $325.0K | 0.15% | −50−1.6% | Reduced |
| McRae Capital Management Inc | 3,043 | $326.0K | 0.09% | −300−9.0% | Reduced |
| Weatherly Asset Management L. P. | 3,038 | $326.0K | 0.05% | −299−9.0% | Reduced |
| David Loasby | 3,056 | $327.0K | 0.05% | −9−0.3% | Reduced |
| Cedrus LLC | 3,055 | $327.5K | 0.32% | +620+25.5% | Added |
| LSP Investment Advisors, LLC | 3,060 | $328.0K | 0.13% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,064 | $328.0K | 0.11% | +43+1.4% | Added |
| McDonald Partners LLC | 3,062 | $328.0K | 0.08% | +3,062 | New |
| Pitcairn Co | 3,081 | $330.0K | 0.03% | +73+2.4% | Added |
| AdvisorNet Financial, Inc | 3,084 | $331.0K | 0.03% | −2−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,088 | $331.0K | 0.02% | +329+11.9% | Added |
| North Star Investment Management Corp. | 3,097 | $332.0K | 0.03% | −150−4.6% | Reduced |
| Burns J W & Co Inc | 3,099 | $332.0K | 0.06% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,100 | $332.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 3,096 | $332.0K | 0.04% | +50+1.6% | Added |
| Capital City Trust Co | 3,102 | $333.0K | 0.11% | +410+15.2% | Added |
| American Money Management, LLC | 3,111 | $334.0K | 0.10% | −445−12.5% | Reduced |
| Gotham Asset Management, LLC | 3,119 | $334.0K | 0.01% | −36−1.1% | Reduced |
| Meridian Wealth Partners, LLC | 3,112 | $334.0K | 0.08% | +372+13.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,112 | $334.0K | 0.01% | +3,112 | New |
| Cladis Investment Advisory, LLC | 3,124 | $334.9K | 0.33% | 00.0% | Unchanged |
| First Western Trust Bank | 3,162 | $335.0K | 0.02% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 3,121 | $335.0K | 0.05% | 00.0% | Unchanged |