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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 4,062 | $435.5K | 0.05% | −41−1.0% | Reduced |
| Karpas Strategies, LLC | 4,085 | $438.0K | 0.15% | +9+0.2% | Added |
| Davis R M Inc | 4,091 | $439.0K | 0.01% | −220−5.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,097 | $439.0K | 0.24% | +40+1.0% | Added |
| Field & Main Bank | 4,105 | $440.0K | 0.28% | +145+3.7% | Added |
| BCS Wealth Management | 4,101 | $440.0K | 0.20% | +4,101 | New |
| Pathstone Family Office, LLC | 4,111 | $440.8K | 0.01% | +1,988+93.6% | Added |
| Marathon Capital Management | 4,113 | $441.0K | 0.14% | +4,113 | New |
| Wilkins Investment Counsel Inc | 4,121 | $442.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 4,138 | $444.0K | 0.37% | −100−2.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,150 | $445.0K | 0.40% | +2,250+118.4% | Added |
| Joule Financial, LLC | 4,153 | $445.0K | 0.35% | +4,153 | New |
| White Lighthouse Investment Management Inc. | 4,160 | $446.0K | 0.13% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,168 | $447.0K | 0.00% | −1,259−23.2% | Reduced |
| Legacy Financial Advisors, Inc. | 4,173 | $447.0K | 0.11% | +190+4.8% | Added |
| Quad-Cities Investment Group, LLC | 4,193 | $450.0K | 0.33% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4,233 | $454.0K | 0.14% | +2,318+121.0% | Added |
| Sutton Wealth Advisors Inc. | 4,238 | $454.4K | 0.18% | +400+10.4% | Added |
| L.M. Kohn & Company | 4,248 | $456.0K | 0.21% | +33+0.8% | Added |
| Cypress Asset Management Inc | 4,270 | $458.0K | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,275 | $458.0K | 0.07% | +4,275 | New |
| Destination Wealth Management | 4,288 | $460.0K | 0.02% | +59+1.4% | Added |
| Kepos Capital LP | 4,302 | $461.0K | 0.04% | −1,207−21.9% | Reduced |
| Wintrust Investments LLC | 4,299 | $461.0K | 0.06% | −399−8.5% | Reduced |
| Bill Few Associates, Inc. | 4,314 | $463.0K | 0.30% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 4,328 | $464.0K | 0.24% | −236−5.2% | Reduced |
| Renasant Bank | 4,327 | $464.0K | 0.38% | −132−3.0% | Reduced |
| Roble, Belko & Company, Inc | 4,364 | $468.0K | 0.11% | −55−1.2% | Reduced |
| Blue Fin Capital, Inc. | 4,367 | $468.0K | 0.17% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,378 | $469.0K | 0.10% | +4+0.1% | Added |
| MBL Wealth, LLC | 4,368 | $469.0K | 0.12% | +2,088+91.6% | Added |
| Carmichael Hill & Associates, Inc. | 4,385 | $470.0K | 0.27% | −3−0.1% | Reduced |
| Treasure Coast Financial Planning | 4,394 | $471.0K | 0.36% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,391 | $471.0K | 0.04% | +12+0.3% | Added |
| West Paces Advisors Inc. | 4,408 | $472.6K | 0.16% | +2,090+90.2% | Added |
| Norris Perne & French LLP | 4,419 | $474.0K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,436 | $476.0K | 0.01% | −100−2.2% | Reduced |
| Arden Trust Co | 4,461 | $478.0K | 0.11% | +777+21.1% | Added |
| SignalPoint Asset Management, LLC | 4,469 | $479.0K | 0.18% | −29−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,476 | $480.0K | 0.04% | −64−1.4% | Reduced |
| Capital Analysts, LLC | 4,493 | $481.0K | 0.03% | +20+0.4% | Added |
| Silverlake Wealth Management LLC | 4,488 | $481.1K | 0.31% | +3+0.1% | Added |
| LVM Capital Management Ltd | 4,496 | $482.0K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,500 | $482.0K | 0.40% | +780+21.0% | Added |
| Deseret Mutual Benefit Administrators | 4,508 | $483.0K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 4,535 | $486.0K | 0.18% | +637+16.3% | Added |
| Gilman Hill Asset Management, LLC | 4,538 | $487.0K | 0.10% | −33,751−88.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,590 | $492.0K | 0.13% | −500−9.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,595 | $493.0K | 0.31% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,609 | $494.0K | 0.09% | −4,478−49.3% | Reduced |
| Warren Averett Asset Management, LLC | 4,605 | $494.0K | 0.05% | +27+0.6% | Added |
| All Season Financial Advisors, Inc. | 4,609 | $494.0K | 0.42% | +4,609 | New |
| Darwin Advisors, LLC | 4,519 | $495.0K | 0.10% | −378−7.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,620 | $495.0K | 0.43% | −23−0.5% | Reduced |
| Seven Eight Capital, LP | 4,625 | $496.0K | 0.20% | −5,569−54.6% | Reduced |
| Means Investment Co., Inc. | 4,628 | $496.0K | 0.11% | +17+0.4% | Added |
| Prio Wealth Limited Partnership | 4,646 | $498.1K | 0.02% | +676+17.0% | Added |
| Navellier & Associates Inc | 4,657 | $499.0K | 0.11% | +103+2.3% | Added |
| Intersect Capital LLC | 4,657 | $499.0K | 0.15% | +300+6.9% | Added |
| Tiemann Investment Advisors, LLC | 4,667 | $500.0K | 0.27% | −50−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 4,676 | $501.0K | 0.04% | −490−9.5% | Reduced |
| Edge Capital Group, LLC | 4,681 | $502.0K | 0.05% | +423+9.9% | Added |
| Wendell David Associates Inc | 4,697 | $504.0K | 0.06% | −31−0.7% | Reduced |
| Hummer Financial Advisory Services Inc | 4,724 | $506.0K | 0.57% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 4,743 | $508.0K | 0.14% | −1,010−17.6% | Reduced |
| Gladstone Institutional Advisory LLC | 4,752 | $509.0K | 0.04% | −201−4.1% | Reduced |
| Symmetry Partners, LLC | 4,781 | $513.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,788 | $513.0K | 0.11% | +100+2.1% | Added |
| Financial Management Professionals, Inc. | 4,781 | $513.0K | 0.12% | +316+7.1% | Added |
| NBT Bank N A | 4,810 | $515.0K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 4,805 | $515.0K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,802 | $515.0K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,803 | $515.0K | 0.02% | +9+0.2% | Added |
| Gray Wealth Management Inc. | 4,806 | $515.0K | 0.31% | +182+3.9% | Added |
| Wolff Financial Management LLC | 4,810 | $516.0K | 0.23% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,811 | $516.0K | 0.03% | +735+18.0% | Added |
| Lantz Financial LLC | 4,823 | $517.0K | 0.23% | +142+3.0% | Added |
| Visionary Wealth Advisors | 4,865 | $522.0K | 0.05% | −12−0.2% | Reduced |
| Heritage Wealth Advisors | 4,865 | $522.0K | 0.04% | +344+7.6% | Added |
| Arkadios Wealth Advisors | 4,891 | $524.0K | 0.08% | −96−1.9% | Reduced |
| Duncker Streett & Co Inc | 4,922 | $528.0K | 0.13% | +6+0.1% | Added |
| CWS Financial Advisors, LLC | 4,997 | $536.0K | 0.25% | +10.0% | Added |
| Zeke Capital Advisors, LLC | 5,013 | $537.0K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,023 | $538.0K | 0.29% | −238−4.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,018 | $538.0K | 0.31% | 00.0% | Unchanged |
| Associated Banc-Corp | 5,037 | $540.0K | 0.02% | +75+1.5% | Added |
| CoreFirst Bank & Trust | 5,034 | $540.0K | 0.43% | +200+4.1% | Added |
| Lafayette Investments, Inc. | 5,045 | $541.0K | 0.16% | −1,750−25.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,066 | $543.0K | 0.07% | 00.0% | Unchanged |
| Providence First Trust Co | 5,061 | $543.0K | 0.31% | +1,145+29.2% | Added |
| Lake Street Financial LLC | 5,082 | $545.0K | 0.12% | −390−7.1% | Reduced |
| Firethorn Wealth Partners, LLC | 4,960 | $545.0K | 0.44% | +31+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,099 | $547.0K | 0.10% | +304+6.3% | Added |
| Allen Capital Group, LLC | 5,119 | $549.0K | 0.11% | +1,273+33.1% | Added |
| Probity Advisors, Inc. | 5,144 | $551.0K | 0.13% | −205−3.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,149 | $552.0K | 0.12% | −568−9.9% | Reduced |
| Financial Partners Group, Inc | 5,150 | $552.0K | 0.14% | −187−3.5% | Reduced |
| Phocas Financial Corp. | 5,151 | $552.0K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,160 | $553.0K | 0.25% | −1,005−16.3% | Reduced |
| Gyon Technologies Capital Management, LP | 5,154 | $553.0K | 0.15% | −634−11.0% | Reduced |