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; 2,491 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
- 1,797
- −1 vs. Q1 2022
- Shares held
- 488.0M
- +10.8M (+2.3%) vs. Q1 2022
- Total value
- $52.3B
- −$917.6M (−1.7%) vs. Q1 2022
- New holders
- 104
- 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Camden National Bank | 61,534 | $6.60M | 1.36% | +586+1.0% | Added |
| Stephens Inc | 61,268 | $6.57M | 0.13% | −2,181−3.4% | Reduced |
| Xponance, Inc. | 60,759 | $6.51M | 0.13% | +11,095+22.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 60,623 | $6.50M | 1.47% | −288−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 60,389 | $6.47M | 0.10% | −1,429−2.3% | Reduced |
| BCM Advisors, LLC | 60,637 | $6.43M | 1.77% | +200+0.3% | Added |
| Maryland State Retirement & Pension System | 59,559 | $6.38M | 0.21% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,114 | $6.34M | 0.15% | −5,318−8.3% | Reduced |
| Alerus Financial NA | 58,769 | $6.30M | 0.58% | −2,748−4.5% | Reduced |
| Atria Wealth Solutions, Inc. | 58,648 | $6.29M | 0.13% | +20,052+52.0% | Added |
| Natixis | 58,665 | $6.29M | 0.02% | −685,765−92.1% | Reduced |
| Commerzbank Aktiengesellschaft | 58,620 | $6.29M | 0.44% | +1,979+3.5% | Added |
| Estabrook Capital Management | 57,948 | $6.21M | 1.07% | −2,553−4.2% | Reduced |
| Eagle Global Advisors LLC | 57,568 | $6.17M | 0.46% | −214−0.4% | Reduced |
| Novare Capital Management LLC | 57,359 | $6.15M | 0.76% | +46,589+432.6% | Added |
| Capital Investment Advisory Services, LLC | 57,326 | $6.15M | 0.74% | +12,793+28.7% | Added |
| Man Group plc | – | $6.14M | 0.03% | – | – |
| Kentucky Retirement Systems | 57,141 | $6.13M | 0.26% | +8,111+16.5% | Added |
| Atria Investments LLC | 56,837 | $6.09M | 0.13% | +5,331+10.4% | Added |
| Eliot Finkel Investment Counsel, LLC | 56,359 | $6.04M | 4.38% | −130−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 56,276 | $6.03M | 0.21% | −22,213−28.3% | Reduced |
| Insight Folios Inc | 56,116 | $6.02M | 2.86% | +3,608+6.9% | Added |
| Beacon Financial Group | 57,914 | $6.01M | 0.89% | −570−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 55,953 | $6.00M | 0.03% | −7,884−12.4% | Reduced |
| Tower Research Capital LLC (TRC) | 55,590 | $5.96M | 0.13% | −56,671−50.5% | Reduced |
| Guardian Capital LP | 55,516 | $5.95M | 0.18% | −700−1.2% | Reduced |
| Dean Investment Associates, LLC | 55,355 | $5.93M | 1.16% | +10.0% | Added |
| Rockefeller Capital Management L.P. | 55,088 | $5.91M | 0.03% | +2,776+5.3% | Added |
| Energy Income Partners, LLC | 54,947 | $5.89M | 0.14% | −15,514−22.0% | Reduced |
| Regions Financial Corp | 54,293 | $5.82M | 0.06% | −1,193−2.2% | Reduced |
| Principal Street Partners, LLC | 54,035 | $5.79M | 1.50% | −466−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,350 | $5.72M | 0.01% | −42,636−44.4% | Reduced |
| Marco Investment Management LLC | 53,170 | $5.70M | 0.66% | +1,700+3.3% | Added |
| Hudson Valley Investment Advisors Inc | 52,823 | $5.66M | 0.88% | +2,168+4.3% | Added |
| Lazard Asset Management LLC | 52,743 | $5.65M | 0.01% | +9,999+23.4% | Added |
| Steward Partners Investment Advisory, LLC | 52,388 | $5.62M | 0.10% | −30.0% | Reduced |
| Moors & Cabot, Inc. | 52,005 | $5.58M | 0.40% | −90−0.2% | Reduced |
| Opus Investment Management Inc | 52,000 | $5.58M | 1.21% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 51,939 | $5.57M | 1.20% | −1,737−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 51,916 | $5.57M | 0.08% | +3,581+7.4% | Added |
| Millennium Management LLC | 51,642 | $5.54M | 0.01% | −711,201−93.2% | Reduced |
| ProVise Management Group, LLC | 51,532 | $5.53M | 0.59% | +6,039+13.3% | Added |
| Daiwa Securities Group Inc. | 51,530 | $5.52M | 0.04% | +4,140+8.7% | Added |
| Brown Advisory Inc | 51,433 | $5.51M | 0.01% | +3,862+8.1% | Added |
| New England Asset Management Inc | 51,240 | $5.49M | 0.09% | +1,050+2.1% | Added |
| Tudor Investment Corp Et Al | 51,145 | $5.48M | 0.16% | +31,814+164.6% | Added |
| Leavell Investment Management, Inc. | 50,466 | $5.41M | 0.41% | +1,803+3.7% | Added |
| Highland Capital Management, LLC | 50,089 | $5.37M | 0.39% | −210−0.4% | Reduced |
| Alaska Permanent Fund Corp | 49,379 | $5.29M | 0.08% | +48,280+4,393.1% | Added |
| Alpha Omega Wealth Management LLC | 49,208 | $5.28M | 0.94% | −5,841−10.6% | Reduced |
| L & S Advisors Inc | 49,158 | $5.27M | 0.88% | +118+0.2% | Added |
| Wasatch Advisors Inc | 48,807 | $5.23M | 0.03% | +3,500+7.7% | Added |
| HB Wealth Management, LLC | 48,501 | $5.20M | 0.11% | +4,944+11.4% | Added |
| Louisiana State Employees Retirement System | 48,800 | $5.15M | 0.14% | +300+0.6% | Added |
| Aull & Monroe Investment Management Corp | 47,918 | $5.14M | 2.60% | −300−0.6% | Reduced |
| B. Riley Wealth Management, Inc. | 47,468 | $5.09M | 0.48% | −24,440−34.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 47,452 | $5.09M | 0.53% | −1,721−3.5% | Reduced |
| Family Legacy, Inc. | 46,861 | $5.05M | 2.39% | +71+0.2% | Added |
| Sigma Planning Corp | 46,642 | $5.00M | 0.18% | −827−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 46,578 | $5.00M | 0.11% | −23,551−33.6% | Reduced |
| First National Bank of Omaha | 46,574 | $4.99M | 0.30% | −1,150−2.4% | Reduced |
| Metropolitan Life Insurance Co | 46,372 | $4.97M | 0.22% | −1,098−2.3% | Reduced |
| Semmax Financial Advisors Inc. | 44,988 | $4.95M | 2.02% | +3,030+7.2% | Added |
| Kingsview Wealth Management, LLC | 45,859 | $4.92M | 0.24% | +22,123+93.2% | Added |
| NewSquare Capital LLC | 45,577 | $4.89M | 0.63% | +3,613+8.6% | Added |
| Zions Bancorporation, N.A. | 45,477 | $4.88M | 0.49% | +5,875+14.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,513 | $4.87M | 0.07% | −6,353−12.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 45,351 | $4.86M | 0.08% | −103−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 43,945 | $4.83M | 0.35% | +2,610+6.3% | Added |
| Money Concepts Capital Corp | 43,822 | $4.80M | 0.43% | −16,517−27.4% | Reduced |
| Park Avenue Securities LLC | 44,804 | $4.80M | 0.09% | +4,741+11.8% | Added |
| Farmers Trust Co | 44,482 | $4.77M | 1.14% | +40,237+947.9% | Added |
| Atlantic Union Bankshares Corp | 44,392 | $4.76M | 0.49% | −950−2.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 43,945 | $4.71M | 0.25% | +292+0.7% | Added |
| CIBC World Markets Inc. | 43,928 | $4.71M | 0.02% | −3,322−7.0% | Reduced |
| CIBC Private Wealth Group, LLC | 43,613 | $4.68M | 0.01% | −71,198−62.0% | Reduced |
| Nisa Investment Advisors, LLC | 43,618 | $4.68M | 0.04% | −660−1.5% | Reduced |
| Winton Group Ltd | 43,193 | $4.63M | 0.25% | +6,421+17.5% | Added |
| Holocene Advisors, LP | 42,902 | $4.60M | 0.03% | +8,708+25.5% | Added |
| Crossmark Global Holdings, Inc. | 42,802 | $4.59M | 0.12% | +1,660+4.0% | Added |
| Royal London Asset Management Ltd | 42,632 | $4.58M | 0.02% | +33,069+345.8% | Added |
| New Mexico Educational Retirement Board | 42,660 | $4.57M | 0.22% | −2,100−4.7% | Reduced |
| Ossiam | 42,413 | $4.55M | 0.14% | +11,369+36.6% | Added |
| Holderness Investments Co | 42,190 | $4.52M | 1.89% | −401−0.9% | Reduced |
| HGK Asset Management Inc | 42,077 | $4.51M | 1.64% | −3,670−8.0% | Reduced |
| Benedict Financial Advisors Inc | 41,514 | $4.45M | 1.32% | +670+1.6% | Added |
| Norinchukin Bank, The | 41,375 | $4.44M | 0.09% | −27,894−40.3% | Reduced |
| First Horizon Advisors, Inc. | 41,277 | $4.42M | 0.16% | +8,706+26.7% | Added |
| Windward Capital Management Co | 41,115 | $4.41M | 0.47% | +247+0.6% | Added |
| Whitener Capital Management, Inc. | 41,084 | $4.40M | 1.99% | +425+1.0% | Added |
| Putnam Investments LLC | 41,050 | $4.40M | 0.01% | −1,235−2.9% | Reduced |
| Rothschild Investment Corp | 40,148 | $4.30M | 0.40% | −75−0.2% | Reduced |
| United Fire Group Inc | 40,000 | $4.29M | 2.63% | −20,000−33.3% | Reduced |
| KBC Group NV | 39,927 | $4.28M | 0.02% | −5,554−12.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 39,798 | $4.27M | 0.25% | +3,940+11.0% | Added |
| Strategic Wealth Advisors Group, LLC | 39,821 | $4.26M | 0.18% | +971+2.5% | Added |
| Siemens Fonds Invest GmbH | 39,664 | $4.25M | 0.45% | −303−0.8% | Reduced |
| Cullinan Associates Inc | 39,491 | $4.23M | 0.26% | −91,153−69.8% | Reduced |
| Argyle Capital Management Inc. | 39,412 | $4.22M | 1.52% | 00.0% | Unchanged |
| Constitution Capital LLC | 39,289 | $4.21M | 2.70% | +7,500+23.6% | Added |