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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 6,433 | $690.0K | 0.09% | −130−2.0% | Reduced |
| Essex Savings Bank | 6,455 | $692.0K | 0.26% | 00.0% | Unchanged |
| Spinnaker Trust | 6,475 | $694.0K | 0.05% | +4,170+180.9% | Added |
| Wills Financial Group, Inc. | 6,480 | $695.0K | 0.34% | +979+17.8% | Added |
| Connacht Asset Management LP | 6,493 | $696.0K | 0.99% | −2,277−26.0% | Reduced |
| Kanawha Capital Management LLC | 6,489 | $696.0K | 0.07% | +855+15.2% | Added |
| Northwest Bancshares, Inc. | 6,541 | $701.0K | 0.16% | −367−5.3% | Reduced |
| OmniStar Financial Group, Inc. | 6,551 | $702.0K | 0.78% | +19+0.3% | Added |
| Mather Group, LLC. | 6,566 | $704.0K | 0.02% | +61+0.9% | Added |
| Fisher Asset Management, LLC | 6,577 | $705.0K | 0.00% | −13,770−67.7% | Reduced |
| Compass Financial Advisors LLC | 6,573 | $705.0K | 0.96% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,597 | $707.0K | 0.09% | +883+15.5% | Added |
| Family Management Corp | 6,620 | $710.0K | 0.20% | −188−2.8% | Reduced |
| Summit Financial Group Inc | 6,624 | $710.0K | 0.27% | +693+11.7% | Added |
| EPG Wealth Management LLC | 6,631 | $711.0K | 0.30% | −317−4.6% | Reduced |
| Wade G W & Inc | 6,642 | $712.0K | 0.03% | −12,692−65.6% | Reduced |
| Equitable Trust Co | 6,666 | $715.0K | 0.05% | +1,324+24.8% | Added |
| HBK Sorce Advisory LLC | 6,701 | $718.0K | 0.05% | −108−1.6% | Reduced |
| Clarius Group, LLC | 6,707 | $719.0K | 0.07% | +8+0.1% | Added |
| Marietta Investment Partners LLC | 6,747 | $723.0K | 0.22% | +2,025+42.9% | Added |
| Center For Asset Management LLC | 6,746 | $723.0K | 0.67% | +4,558+208.3% | Added |
| Capital Advisors Inc | 6,798 | $729.0K | 0.02% | +137+2.1% | Added |
| Eudaimonia Advisors LLC | 6,822 | $731.0K | 0.50% | −196−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 6,864 | $736.0K | 0.03% | +272+4.1% | Added |
| First Command Bank | 6,888 | $738.0K | 0.11% | +10+0.1% | Added |
| First Command Financial Services, Inc. | 6,888 | $738.0K | 0.11% | +10+0.1% | Added |
| Loveless Wealth Management LLC | 6,890 | $739.0K | 0.48% | +485+7.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 6,917 | $741.6K | 0.19% | +20+0.3% | Added |
| Allstate Corp | 6,919 | $742.0K | 0.02% | −314−4.3% | Reduced |
| Parsons Capital Management Inc | 6,927 | $743.0K | 0.07% | −373−5.1% | Reduced |
| Stockman Wealth Management, Inc. | 6,960 | $746.0K | 0.19% | +61+0.9% | Added |
| John G Ullman & Associates Inc | 6,969 | $747.0K | 0.12% | −950−12.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 6,981 | $748.0K | 0.05% | −174−2.4% | Reduced |
| Keystone Financial Group | 6,973 | $748.0K | 0.15% | +14+0.2% | Added |
| Albion Financial Group | 7,046 | $755.0K | 0.07% | −62−0.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,049 | $755.0K | 0.51% | +52+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 7,069 | $758.0K | 0.05% | −522−6.9% | Reduced |
| Henshaw Capital LLC | 7,085 | $759.6K | 0.05% | −1,072−13.1% | Reduced |
| Carret Asset Management, LLC | 7,087 | $760.0K | 0.11% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 7,106 | $762.0K | 0.49% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,104 | $762.0K | 0.37% | +778+12.3% | Added |
| Cross Staff Investments Inc | 7,123 | $764.0K | 0.84% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,133 | $765.0K | 0.27% | −58−0.8% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 7,186 | $770.0K | 0.56% | +236+3.4% | Added |
| Patten Group, Inc. | 7,221 | $771.0K | 0.25% | +116+1.6% | Added |
| Capital Square, LLC | 7,257 | $778.0K | 0.65% | −216−2.9% | Reduced |
| Waters Parkerson & Co., LLC | 7,278 | $780.0K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,288 | $781.0K | 0.18% | +401+5.8% | Added |
| Equitable Holdings, Inc. | 7,312 | $784.0K | 0.01% | −288−3.8% | Reduced |
| Glen Eagle Advisors, LLC | 7,327 | $785.5K | 0.21% | +313+4.5% | Added |
| WBH Advisory Inc | 7,291 | $787.0K | 0.11% | −139−1.9% | Reduced |
| BTR Capital Management Inc | 7,340 | $787.0K | 0.11% | +139+1.9% | Added |
| Washington Capital Management Inc | 7,360 | $789.1K | 0.76% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,380 | $791.0K | 0.03% | −113−1.5% | Reduced |
| Worth Asset Management, LLC | 7,401 | $793.0K | 0.54% | −6,633−47.3% | Reduced |
| MEMBERS Trust Co | 7,399 | $793.0K | 0.03% | +465+6.7% | Added |
| Jupiter Asset Management Ltd | 7,391 | $793.0K | 0.01% | +7,391 | New |
| Ategra Capital Management, LLC | 7,405 | $793.9K | 0.42% | −553−6.9% | Reduced |
| Horizon Financial Services, LLC | 7,406 | $794.0K | 0.61% | −462−5.9% | Reduced |
| Cornerstone Wealth Management, LLC | 7,408 | $794.0K | 0.09% | +1,056+16.6% | Added |
| First Heartland Consultants, Inc. | 7,433 | $796.0K | 0.12% | +2,565+52.7% | Added |
| Silver Oak Securities, Inc | 7,619 | $804.0K | 0.18% | +2,346+44.5% | Added |
| Future Financial Wealth Managment LLC | 7,220 | $806.0K | 0.79% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 7,527 | $807.0K | 0.07% | −509−6.3% | Reduced |
| First Financial Corp | 7,596 | $814.0K | 0.54% | −83−1.1% | Reduced |
| Cookson Peirce & Co Inc | 7,619 | $817.0K | 0.06% | +1,081+16.5% | Added |
| Gradient Investments LLC | 7,660 | $821.0K | 0.02% | +12+0.2% | Added |
| Advisors Capital Management, LLC | 7,691 | $825.0K | 0.03% | −715−8.5% | Reduced |
| Optimum Investment Advisors | 7,743 | $830.0K | 0.42% | 00.0% | Unchanged |
| SPC Financial, Inc. | 7,738 | $830.0K | 0.10% | +1,551+25.1% | Added |
| Concord Wealth Partners | 7,756 | $832.0K | 0.23% | −449−5.5% | Reduced |
| Wulff, Hansen & Co. | 7,765 | $832.0K | 0.94% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 7,773 | $833.0K | 0.22% | +1,261+19.4% | Added |
| Washington Trust Co | 7,776 | $834.0K | 0.04% | −451−5.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,782 | $834.0K | 0.11% | −17−0.2% | Reduced |
| Investment Advisory Services Inc | 7,800 | $836.0K | 0.48% | +44+0.6% | Added |
| Whalerock Point Partners, LLC | 7,811 | $837.0K | 0.35% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,888 | $846.0K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 7,938 | $851.0K | 0.11% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,951 | $852.0K | 0.08% | +2,253+39.5% | Added |
| Rehmann Capital Advisory Group | 7,951 | $852.5K | 0.09% | −503−5.9% | Reduced |
| Rafferty Asset Management, LLC | 7,953 | $853.0K | 0.01% | −1,590−16.7% | Reduced |
| Investment Management of Virginia LLC | 7,962 | $854.0K | 0.18% | +65+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,980 | $856.0K | 0.00% | −185,951−95.9% | Reduced |
| Element Capital Management LLC | 8,019 | $860.0K | 0.43% | +2,673+50.0% | Added |
| Bowen Hanes & Co Inc | 8,029 | $861.0K | 0.03% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 8,046 | $863.0K | 0.61% | −75−0.9% | Reduced |
| Dearborn Partners LLC | 8,066 | $865.0K | 0.04% | +83+1.0% | Added |
| Bessemer Group Inc | 8,074 | $866.0K | 0.00% | +541+7.2% | Added |
| My Legacy Advisors, LLC | 8,038 | $868.0K | 0.43% | +1,038+14.8% | Added |
| NorthRock Partners, LLC | 8,100 | $868.0K | 0.09% | +3,087+61.6% | Added |
| Laidlaw Wealth Management LLC | 8,128 | $871.0K | 0.18% | +479+6.3% | Added |
| Moore Capital Management, LP | 8,131 | $872.0K | 0.03% | +8,131 | New |
| Kingfisher Capital LLC | 8,174 | $876.0K | 0.25% | +452+5.9% | Added |
| Perigon Wealth Management, LLC | 8,187 | $878.0K | 0.07% | +383+4.9% | Added |
| High Net Worth Advisory Group LLC | 8,203 | $879.0K | 0.36% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 8,213 | $880.0K | 0.91% | +51+0.6% | Added |
| Keudell/Morrison Wealth Management | 8,247 | $884.0K | 0.32% | −168−2.0% | Reduced |
| Intrust Bank NA | 8,248 | $884.0K | 0.13% | −94−1.1% | Reduced |
| Dakota Wealth Management | 8,281 | $888.0K | 0.08% | +2,446+41.9% | Added |