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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 5,243 | $553.0K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,170 | $554.0K | 0.13% | −33−0.6% | Reduced |
| AlphaCrest Capital Management LLC | 5,171 | $554.0K | 0.03% | +5,171 | New |
| MJP Associates Inc | 5,175 | $555.0K | 0.16% | +1,279+32.8% | Added |
| Cannon Financial Strategists, Inc. | 5,179 | $555.2K | 0.21% | −158−3.0% | Reduced |
| Community Bank, N.A. | 5,196 | $557.0K | 0.08% | −467−8.2% | Reduced |
| Curi Capital | 5,192 | $557.0K | 0.11% | +158+3.1% | Added |
| Costello Asset Management, INC | 5,209 | $558.0K | 0.48% | −1,150−18.1% | Reduced |
| Virtu Financial LLC | 5,210 | $559.0K | 0.05% | −4,503−46.4% | Reduced |
| Independent Financial Group, LLC | 5,218 | $559.5K | 0.06% | +163+3.2% | Added |
| CMG Global Holdings, LLC | 5,228 | $560.0K | 0.58% | +60+1.2% | Added |
| World Equity Group, Inc. | 5,232 | $560.9K | 0.14% | +349+7.1% | Added |
| Paradigm Capital Management, LLC | 5,255 | $563.0K | 0.71% | −36−0.7% | Reduced |
| Bray Capital Advisors | 5,280 | $566.0K | 0.17% | −455−7.9% | Reduced |
| Ropes Wealth Advisors LLC | 5,283 | $566.0K | 0.12% | +20.0% | Added |
| Transform Wealth, LLC | 5,311 | $569.0K | 0.08% | −94−1.7% | Reduced |
| Selective Wealth Management, Inc. | 5,324 | $571.0K | 0.20% | 00.0% | Unchanged |
| Milestone Advisory Partners | 5,209 | $571.0K | 0.46% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,330 | $571.0K | 0.22% | +243+4.8% | Added |
| Stephenson National Bank & Trust | 5,349 | $573.0K | 0.35% | +990+22.7% | Added |
| Ausdal Financial Partners, Inc. | 5,355 | $574.0K | 0.09% | +33+0.6% | Added |
| Centaurus Financial, Inc. | 5,358 | $574.0K | 0.06% | +188+3.6% | Added |
| Radnor Capital Management, LLC | 5,411 | $580.0K | 0.16% | −32−0.6% | Reduced |
| Sandy Spring Bank | 5,418 | $580.0K | 0.03% | +62+1.2% | Added |
| Chicago Trust Co NA | 5,431 | $582.0K | 0.15% | −264−4.6% | Reduced |
| Ritholtz Wealth Management | 5,425 | $582.0K | 0.04% | +1,574+40.9% | Added |
| Crewe Advisors LLC | 5,438 | $583.0K | 0.13% | +679+14.3% | Added |
| Edgewood Management LLC | 5,468 | $586.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,480 | $587.0K | 0.05% | +2,800+104.5% | Added |
| Boston Financial Mangement LLC | 5,483 | $588.0K | 0.03% | +40+0.7% | Added |
| Hudock, Inc. | 5,520 | $591.0K | 0.20% | +22+0.4% | Added |
| Bard Financial Services, Inc. | 5,535 | $593.0K | 0.05% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,511 | $593.0K | 0.42% | −23−0.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,528 | $593.0K | 0.15% | +27+0.5% | Added |
| International Assets Investment Management, LLC | 5,532 | $593.0K | 0.12% | +834+17.8% | Added |
| Cornerstone Advisory, LLC | 5,554 | $595.0K | 0.14% | −6,090−52.3% | Reduced |
| Wellington Shields & Co., LLC | 5,573 | $597.0K | 0.14% | −994−15.1% | Reduced |
| PSI Advisors, LLC | 5,572 | $597.0K | 0.29% | +42+0.8% | Added |
| Hendershot Investments Inc. | 5,613 | $602.0K | 0.11% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 5,655 | $604.0K | 0.39% | +546+10.7% | Added |
| Burney Co | 5,656 | $606.0K | 0.03% | −522−8.4% | Reduced |
| E&G Advisors, LP | 5,700 | $611.0K | 0.21% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,702 | $611.0K | 0.46% | +1,182+26.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,713 | $612.0K | 0.35% | +973+20.5% | Added |
| Headinvest, LLC | 5,717 | $613.0K | 0.14% | 00.0% | Unchanged |
| BFSG, LLC | 5,755 | $617.0K | 0.11% | +1,270+28.3% | Added |
| RB Capital Management, LLC | 5,764 | $618.0K | 0.23% | +667+13.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,761 | $618.0K | 0.13% | +730+14.5% | Added |
| Old Port Advisors | 5,831 | $620.0K | 0.24% | −52−0.9% | Reduced |
| First Financial Bank - Trust Division | 5,785 | $620.0K | 0.08% | −74−1.3% | Reduced |
| Wrapmanager Inc | 5,797 | $621.0K | 0.19% | +74+1.3% | Added |
| Stratos Wealth Advisors, LLC | 5,814 | $623.0K | 0.06% | +196+3.5% | Added |
| ERTS Wealth Advisors, LLC | 5,823 | $624.0K | 0.18% | −174−2.9% | Reduced |
| BCGM Wealth Management, LLC | 5,676 | $624.0K | 0.32% | −293−4.9% | Reduced |
| Gateway Investment Advisers LLC | 5,822 | $624.0K | 0.01% | +186+3.3% | Added |
| Elmwood Wealth Management, Inc. | 5,848 | $627.0K | 0.36% | −100−1.7% | Reduced |
| Corsicana & Co. | 5,858 | $628.0K | 0.50% | −363−5.8% | Reduced |
| Cambridge Trust Co | 5,864 | $629.0K | 0.03% | +116+2.0% | Added |
| Hancock Whitney Corp | 5,873 | $629.0K | 0.03% | +350+6.3% | Added |
| Exchange Traded Concepts, LLC | 5,880 | $630.0K | 0.02% | +69+1.2% | Added |
| Formidable Asset Management, LLC | 6,022 | $633.0K | 0.14% | −42−0.7% | Reduced |
| LBMC Investment Advisors, LLC | 5,926 | $635.0K | 0.07% | −134−2.2% | Reduced |
| Schrum Private Wealth Management LLC | 5,926 | $635.0K | 0.72% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,962 | $639.0K | 0.14% | +1,270+27.1% | Added |
| Bigelow Investment Advisors, LLC | 5,971 | $640.0K | 0.35% | +549+10.1% | Added |
| Archford Capital Strategies, LLC | 5,981 | $641.0K | 0.16% | +1,009+20.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $643.0K | 0.26% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 6,015 | $645.0K | 0.45% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,034 | $647.0K | 0.26% | −736−10.9% | Reduced |
| CoreCap Advisors, LLC | 6,035 | $647.0K | 0.05% | +970+19.2% | Added |
| Enterprise Financial Services Corp | 6,041 | $648.0K | 0.13% | +82+1.4% | Added |
| SevenBridge Financial Group, LLC | 6,048 | $648.0K | 0.26% | +695+13.0% | Added |
| Buckingham Strategic Partners | 6,039 | $648.0K | 0.05% | +1,364+29.2% | Added |
| Princeton Capital Management LLC | 6,088 | $653.0K | 0.25% | +10.0% | Added |
| Wedmont Private Capital | 6,088 | $653.0K | 0.14% | +2,852+88.1% | Added |
| Steel Peak Wealth Management LLC | 6,114 | $655.0K | 0.05% | +6,114 | New |
| Aspen Investment Management Inc | 6,120 | $656.0K | 0.41% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 6,141 | $658.0K | 0.47% | +12+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 6,160 | $660.0K | 0.07% | +129+2.1% | Added |
| Minot Wealth Management LLC | 6,158 | $660.0K | 0.17% | +1,709+38.4% | Added |
| Colonial River Wealth Management, LLC | 6,178 | $662.0K | 0.43% | −251−3.9% | Reduced |
| MBA Advisors LLC | 6,176 | $662.0K | 0.45% | +20.0% | Added |
| Quent Capital, LLC | 6,191 | $664.0K | 0.14% | +318+5.4% | Added |
| Jacobs Levy Equity Management, Inc | 6,197 | $664.0K | 0.01% | +6,197 | New |
| NovaPoint Capital, LLC | 6,215 | $666.0K | 0.29% | +3,357+117.5% | Added |
| Powers Advisory Group, LLC | 6,234 | $668.0K | 0.51% | −252−3.9% | Reduced |
| Monetary Management Group Inc | 6,233 | $668.0K | 0.21% | 00.0% | Unchanged |
| Leonteq Securities AG | 6,240 | $669.0K | 0.03% | +4,357+231.4% | Added |
| Mitchell Sinkler & Starr | 6,258 | $671.0K | 0.25% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,273 | $672.0K | 0.10% | −50−0.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,283 | $674.0K | 0.18% | +27+0.4% | Added |
| Archer Investment Corp | 6,302 | $675.6K | 0.27% | +9+0.1% | Added |
| Crestwood Advisors Group LLC | 6,323 | $678.0K | 0.02% | −2,525−28.5% | Reduced |
| Foundations Investment Advisors, LLC | 6,304 | $678.0K | 0.03% | +1,507+31.4% | Added |
| PFG Advisors | 6,340 | $680.0K | 0.08% | +134+2.2% | Added |
| Hengehold Capital Management LLC | 6,402 | $686.0K | 0.10% | +39+0.6% | Added |
| West Family Investments, Inc. | 6,407 | $687.0K | 0.27% | −262−3.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,418 | $687.0K | 0.07% | +4+0.1% | Added |
| V Wealth Advisors LLC | 6,417 | $688.0K | 0.13% | +7+0.1% | Added |
| Wealth Management Associates, Inc. | 6,418 | $688.1K | 0.47% | +3,970+162.2% | Added |