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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 3,134 | $336.0K | 0.18% | +524+20.1% | Added |
| Meridian Investment Counsel Inc. | 3,145 | $337.0K | 0.14% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,147 | $337.0K | 0.09% | +67+2.2% | Added |
| Everhart Financial Group, Inc. | 3,140 | $337.0K | 0.20% | +1,105+54.3% | Added |
| Michael B. Yongue | 3,159 | $339.0K | 0.30% | −44−1.4% | Reduced |
| River Wealth Advisors LLC | 3,167 | $340.0K | 0.06% | −325−9.3% | Reduced |
| 44 Wealth Management LLC | 3,167 | $340.0K | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,167 | $340.0K | 0.03% | +640+25.3% | Added |
| Diversified Portfolios, Inc. | 3,196 | $343.0K | 0.10% | −206−6.1% | Reduced |
| Bank of Nova Scotia Trust Co | 3,200 | $343.0K | 0.04% | +3+0.1% | Added |
| Beaton Management Co. Inc. | 3,201 | $343.0K | 0.24% | −10.0% | Reduced |
| Annex Advisory Services, LLC | 3,198 | $343.0K | 0.02% | +1,005+45.8% | Added |
| ForthRight Wealth Management, LLC | 3,209 | $344.0K | 0.19% | +17+0.5% | Added |
| Baker Boyer National Bank | 3,216 | $345.0K | 0.17% | +163+5.3% | Added |
| Blueprint Investment Partners LLC | 3,217 | $345.0K | 0.09% | +982+43.9% | Added |
| Pittenger & Anderson Inc | 3,250 | $348.0K | 0.02% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 3,244 | $348.0K | 0.15% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,259 | $349.0K | 0.03% | +322+11.0% | Added |
| Traphagen Investment Advisors LLC | 2,780 | $350.2K | 0.06% | −123−4.2% | Reduced |
| McDonough Capital Management, Inc | 3,273 | $351.0K | 0.39% | −6−0.2% | Reduced |
| Kraematon Investment Advisors, Inc | 3,277 | $351.0K | 0.41% | +25+0.8% | Added |
| Boston Trust Walden Corp | 3,283 | $352.0K | 0.00% | −566−14.7% | Reduced |
| Peachtree Investment Partners, LLC | 3,309 | $355.0K | 0.22% | −43−1.3% | Reduced |
| Bridgeworth, LLC | 3,322 | $356.0K | 0.08% | −20−0.6% | Reduced |
| Mark Stevens | 3,332 | $357.0K | 0.05% | −32−1.0% | Reduced |
| St. Louis Trust Co | 3,333 | $357.0K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,358 | $360.0K | 0.14% | +1,247+59.1% | Added |
| Wealth Advisory Solutions, LLC | 3,369 | $361.0K | 0.09% | +31+0.9% | Added |
| Rossmore Private Capital | 3,365 | $361.0K | 0.06% | +30+0.9% | Added |
| Parkside Financial Bank & Trust | 3,381 | $363.0K | 0.11% | +46+1.4% | Added |
| Reitz Capital Advisors LLC | 3,395 | $364.0K | 0.33% | −1,007−22.9% | Reduced |
| Vident Investment Advisory, LLC | 3,411 | $366.0K | 0.01% | −3,367−49.7% | Reduced |
| Hoylecohen, LLC | 3,411 | $366.0K | 0.04% | +2+0.1% | Added |
| Market Street Wealth Management Advisors LLC | 3,418 | $366.0K | 0.11% | +34+1.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,420 | $367.0K | 0.19% | −54−1.6% | Reduced |
| MONECO Advisors, LLC | 3,421 | $367.0K | 0.14% | −10.0% | Reduced |
| Calton & Associates, Inc. | 3,439 | $368.0K | 0.20% | −987−22.3% | Reduced |
| Red Wave Investments LLC | 3,430 | $368.0K | 0.15% | −339−9.0% | Reduced |
| Charter Trust Co | 3,425 | $368.0K | 0.03% | +73+2.2% | Added |
| Apriem Advisors | 3,450 | $370.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,378 | $371.0K | 0.49% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 3,478 | $373.0K | 0.13% | −58−1.6% | Reduced |
| Telemus Capital, LLC | 3,478 | $373.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,485 | $374.0K | 0.11% | +229+7.0% | Added |
| CRA Financial Services, LLC | 3,502 | $375.0K | 0.13% | −270−7.2% | Reduced |
| MCF Advisors LLC | 3,494 | $375.0K | 0.04% | −44−1.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,512 | $377.0K | 0.35% | +27+0.8% | Added |
| Centiva Capital, LP | 3,541 | $380.0K | 0.02% | +3,541 | New |
| Claro Advisors LLC | 3,583 | $384.0K | 0.15% | +2+0.1% | Added |
| Aspiriant, LLC | 3,596 | $385.0K | 0.02% | −76−2.1% | Reduced |
| United Asset Strategies, Inc. | 3,594 | $385.0K | 0.06% | +47+1.3% | Added |
| Westover Capital Advisors, LLC | 3,603 | $386.0K | 0.14% | −94−2.5% | Reduced |
| IronBridge Private Wealth, LLC | 3,614 | $387.0K | 0.29% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,602 | $387.0K | 0.06% | +397+12.4% | Added |
| Cypress Wealth Services, LLC | 3,615 | $388.0K | 0.12% | +702+24.1% | Added |
| Domani Wealth, LLC | 3,649 | $391.0K | 0.11% | −400−9.9% | Reduced |
| Wimmer Associates 1, LLC | 3,652 | $392.0K | 0.26% | 00.0% | Unchanged |
| Pendal Group Limited | 3,668 | $393.0K | 0.00% | −5,740−61.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,669 | $393.0K | 0.04% | −332−8.3% | Reduced |
| Truvestments Capital LLC | 3,664 | $393.0K | 0.23% | +20+0.5% | Added |
| Sittner & Nelson, LLC | 3,664 | $393.0K | 0.26% | +251+7.4% | Added |
| Detalus Advisors, LLC | 3,680 | $394.0K | 0.23% | −2,498−40.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,725 | $401.0K | 0.38% | −224−5.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,758 | $402.0K | 0.16% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,769 | $404.0K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 3,769 | $404.0K | 0.03% | +490+14.9% | Added |
| Girard Partners Ltd. | 3,786 | $405.0K | 0.05% | −700−15.6% | Reduced |
| King Wealth | 3,777 | $405.0K | 0.10% | +57+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,806 | $408.0K | 0.07% | +623+19.6% | Added |
| DMG Group, LLC | 3,763 | $408.0K | 0.48% | +715+23.5% | Added |
| Wealthsource Partners, LLC | 3,835 | $411.0K | 0.03% | −220−5.4% | Reduced |
| First International Bank & Trust | 3,847 | $412.0K | 0.15% | +622+19.3% | Added |
| Adirondack Trust Co | 3,865 | $414.0K | 0.22% | +380+10.9% | Added |
| CFO4Life Group, LLC | 3,937 | $415.0K | 0.10% | −50−1.3% | Reduced |
| Pflug Koory, LLC | 3,868 | $415.0K | 0.24% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,871 | $415.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,876 | $416.0K | 0.29% | +3+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 3,892 | $417.0K | 0.03% | −72−1.8% | Reduced |
| MKT Advisors LLC | 3,872 | $418.0K | 0.33% | −511−11.7% | Reduced |
| First Citizens Financial Corp | 3,897 | $418.0K | 0.37% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,741 | $418.0K | 0.10% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,906 | $418.0K | 0.32% | +800+25.8% | Added |
| Carl P. Sherr & Co., LLC | 3,920 | $420.0K | 0.31% | −178−4.3% | Reduced |
| St Germain D J Co Inc | 3,933 | $422.0K | 0.03% | +277+7.6% | Added |
| O'Rourke & Company, Inc | 3,964 | $425.0K | 0.36% | −329−7.7% | Reduced |
| Almanack Investment Partners, LLC. | 3,971 | $426.0K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,974 | $426.0K | 0.05% | +148+3.9% | Added |
| PBMares Wealth Management LLC | 3,975 | $426.0K | 0.18% | +488+14.0% | Added |
| Cozad Asset Management Inc | 3,973 | $426.0K | 0.07% | +1,204+43.5% | Added |
| Lowe Brockenbrough & Co Inc | 3,980 | $427.0K | 0.04% | +100+2.6% | Added |
| Acorn Financial Advisory Services Inc | 3,989 | $427.0K | 0.10% | +323+8.8% | Added |
| Strategic Wealth Designers | 3,981 | $427.0K | 0.11% | +476+13.6% | Added |
| Greatmark Investment Partners, Inc. | 3,994 | $428.0K | 0.08% | −200−4.8% | Reduced |
| Accel Wealth Management | 3,983 | $428.0K | 0.25% | +31+0.8% | Added |
| Revolve Wealth Partners, LLC | 3,992 | $428.0K | 0.14% | +20+0.5% | Added |
| Clear Street Markets LLC | 4,009 | $430.0K | 0.14% | +3,094+338.1% | Added |
| Hunter Associates Investment Management LLC | 4,029 | $431.0K | 0.11% | +1,264+45.7% | Added |
| BFT Financial Group, LLC | 4,042 | $433.0K | 0.12% | −1,914−32.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,960 | $434.0K | 0.16% | +111+2.9% | Added |
| Harbor Investment Advisory, LLC | 4,054 | $435.0K | 0.07% | 00.0% | Unchanged |