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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 39,282 | $4.21M | 1.68% | −200−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 38,944 | $4.17M | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 38,945 | $4.17M | 0.06% | +2,838+7.9% | Added |
| Royal Fund Management, LLC | 38,678 | $4.15M | 0.70% | +2,290+6.3% | Added |
| Coldstream Capital Management Inc | 38,660 | $4.14M | 0.16% | +1,642+4.4% | Added |
| Stonegate Investment Group, LLC | 38,438 | $4.12M | 0.18% | +7,129+22.8% | Added |
| Cubist Systematic Strategies, LLC | 38,420 | $4.12M | 0.03% | +8,973+30.5% | Added |
| Armor Investment Advisors, LLC | 38,362 | $4.11M | 2.67% | −1,114−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 38,116 | $4.09M | 0.10% | +1,250+3.4% | Added |
| Close Asset Management Ltd | 37,866 | $4.06M | 0.19% | +4,000+11.8% | Added |
| Canandaigua National Corp | 37,869 | $4.06M | 0.72% | −3,042−7.4% | Reduced |
| Boston Research & Management Inc | 37,759 | $4.05M | 1.31% | +80+0.2% | Added |
| Advisors Management Group Inc | 37,736 | $4.05M | 1.42% | −224−0.6% | Reduced |
| Fulton Bank, N.A. | 37,563 | $4.03M | 0.22% | −566−1.5% | Reduced |
| Profund Advisors LLC | 37,409 | $4.01M | 0.25% | +1,606+4.5% | Added |
| Banque Pictet & Cie SA | 37,204 | $3.99M | 0.04% | +138+0.4% | Added |
| Schnieders Capital Management LLC | 37,192 | $3.99M | 1.19% | −13,183−26.2% | Reduced |
| Mill Capital Management, LLC | 37,057 | $3.97M | 0.44% | +810+2.2% | Added |
| Sky Investment Group LLC | 36,793 | $3.94M | 0.94% | −216−0.6% | Reduced |
| Advisors Asset Management, Inc. | 36,619 | $3.93M | 0.07% | +36,619 | New |
| JustInvest LLC | 36,114 | $3.87M | 0.18% | +8,289+29.8% | Added |
| Azimuth Capital Investment Management LLC | 35,972 | $3.86M | 0.19% | +35,972 | New |
| Walleye Capital LLC | 35,905 | $3.85M | 0.11% | +10,867+43.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 35,625 | $3.82M | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 35,519 | $3.81M | 0.25% | +2,396+7.2% | Added |
| Wolverine Trading, LLC | 35,870 | $3.80M | 0.12% | +31,309+686.5% | Added |
| Providence Capital Advisors, LLC | 35,016 | $3.75M | 1.09% | +1,027+3.0% | Added |
| Stock Yards Bank & Trust Co | 34,875 | $3.74M | 0.15% | +5,163+17.4% | Added |
| Nordea Investment Management AB | 34,504 | $3.67M | 0.01% | −12,178−26.1% | Reduced |
| Cetera Advisors LLC | 34,091 | $3.65M | 0.08% | +745+2.2% | Added |
| Regal Investment Advisors LLC | 34,023 | $3.65M | 0.38% | +78+0.2% | Added |
| Sentinel Trust Co Lba | 33,968 | $3.64M | 0.56% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 33,810 | $3.63M | 0.08% | −101−0.3% | Reduced |
| Cerity Partners LLC | 33,735 | $3.62M | 0.04% | +19,036+129.5% | Added |
| Lynch & Associates | 33,608 | $3.60M | 0.98% | +192+0.6% | Added |
| Frontier Wealth Management LLC | 33,383 | $3.58M | 0.26% | +12,479+59.7% | Added |
| Second Half Financial Partners, LLC | 36,944 | $3.57M | 2.84% | 00.0% | Unchanged |
| Twin Capital Management Inc | 33,129 | $3.55M | 0.45% | −505−1.5% | Reduced |
| Soltis Investment Advisors LLC | 33,121 | $3.55M | 0.52% | +6,628+25.0% | Added |
| Salem Investment Counselors Inc | 33,055 | $3.54M | 0.16% | +1,133+3.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,947 | $3.53M | 0.15% | +690+2.1% | Added |
| Bremer Bank National Association | 32,799 | $3.52M | 0.67% | +397+1.2% | Added |
| FDx Advisors, Inc. | 32,794 | $3.52M | 0.13% | +1,031+3.2% | Added |
| American Assets Investment Management, LLC | 32,666 | $3.50M | 0.44% | 00.0% | Unchanged |
| Iowa State Bank | 32,316 | $3.46M | 0.92% | −290−0.9% | Reduced |
| Greenleaf Trust | 32,139 | $3.45M | 0.05% | +8,354+35.1% | Added |
| Wright Investors Service Inc | 32,087 | $3.44M | 0.98% | +1,609+5.3% | Added |
| Citizens Business Bank | 31,861 | $3.42M | 0.49% | +104+0.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 31,733 | $3.40M | 0.40% | −1,286−3.9% | Reduced |
| Prospera Financial Services Inc | 31,636 | $3.39M | 0.17% | +1,008+3.3% | Added |
| Cary Street Partner Investment Advisory LLC | 31,591 | $3.39M | 0.29% | +31,591 | New |
| Ascent Group, LLC | 30,793 | $3.38M | 0.40% | +5,224+20.4% | Added |
| Peapack Gladstone Financial Corp | 31,415 | $3.37M | 0.08% | −1,524−4.6% | Reduced |
| Kestra Private Wealth Services, LLC | 31,309 | $3.36M | 0.19% | −2,899−8.5% | Reduced |
| Cypress Capital Group | 31,152 | $3.34M | 0.51% | +709+2.3% | Added |
| Reynolds Investment Management, Inc. | 30,851 | $3.31M | 1.18% | −1,296−4.0% | Reduced |
| Alps Advisors Inc | 30,798 | $3.30M | 0.03% | +503+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 30,791 | $3.30M | 0.19% | −17−0.1% | Reduced |
| IFP Advisors, Inc | 42,657 | $3.27M | 0.11% | −25,346−37.3% | Reduced |
| Jackson Wealth Management, LLC | 30,497 | $3.27M | 1.51% | −52,625−63.3% | Reduced |
| Cohen Capital Management, Inc. | 30,357 | $3.25M | 0.67% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 30,303 | $3.25M | 0.04% | +30,303 | New |
| Jackson Hole Capital Partners, LLC | 30,042 | $3.22M | 1.01% | −115−0.4% | Reduced |
| Farmers National Bank | 29,964 | $3.21M | 1.22% | +41+0.1% | Added |
| Keene & Associates, Inc. | 29,953 | $3.21M | 3.01% | −280−0.9% | Reduced |
| Covington Investment Advisors Inc. | 29,902 | $3.21M | 0.81% | +74+0.2% | Added |
| Ieq Capital, LLC | 29,730 | $3.19M | 0.10% | +10,291+52.9% | Added |
| Richard Bernstein Advisors LLC | 29,713 | $3.19M | 0.07% | +4,813+19.3% | Added |
| Home Federal Bank of Tennessee | 29,391 | $3.15M | 1.23% | +180+0.6% | Added |
| Evercore Wealth Management, LLC | 29,344 | $3.15M | 0.07% | +80.0% | Added |
| Townsend Asset Management Corp | 29,296 | $3.14M | 1.62% | +265+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 29,290 | $3.14M | 0.19% | +24,952+575.2% | Added |
| Pegasus Asset Management, Inc. | 29,232 | $3.13M | 1.70% | −387−1.3% | Reduced |
| Buckhead Capital Management LLC | 28,976 | $3.11M | 0.77% | +1,209+4.4% | Added |
| TownSquare Capital, LLC | 28,970 | $3.10M | 0.09% | +4,269+17.3% | Added |
| Sheets Smith Wealth Management | 28,408 | $3.05M | 0.50% | −382−1.3% | Reduced |
| Vectors Research Management, LLC | 28,363 | $3.04M | 0.77% | −1,994−6.6% | Reduced |
| Bragg Financial Advisors, Inc | 28,327 | $3.04M | 0.20% | +1,203+4.4% | Added |
| Sowell Financial Services LLC | 28,321 | $3.04M | 0.28% | +28,321 | New |
| Banque Cantonale Vaudoise | 28,313 | $3.03M | 0.16% | +7,529+36.2% | Added |
| United Services Automobile Association | 28,164 | $3.02M | 0.08% | +28,164 | New |
| Avantax Planning Partners, Inc. | 28,125 | $3.02M | 0.13% | +1,331+5.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,856 | $2.99M | 1.47% | +22+0.1% | Added |
| Bahl & Gaynor Inc | 27,859 | $2.99M | 0.02% | +276+1.0% | Added |
| Eudaimonia Partners, LLC | 27,853 | $2.99M | 0.55% | +1,001+3.7% | Added |
| Simplex Trading, LLC | 27,808 | $2.98M | 0.10% | +27,808 | New |
| Integrated Advisors Network LLC | 27,800 | $2.98M | 0.19% | −127−0.5% | Reduced |
| Simmons Bank | 27,799 | $2.98M | 0.26% | +1,897+7.3% | Added |
| Citizens Financial Group Inc | 27,780 | $2.98M | 0.12% | −310−1.1% | Reduced |
| Bailard, Inc. | 27,590 | $2.96M | 0.12% | +7,315+36.1% | Added |
| Live Oak Private Wealth LLC | 27,559 | $2.96M | 0.62% | +53+0.2% | Added |
| Caldwell Trust Co | 27,499 | $2.95M | 0.41% | +895+3.4% | Added |
| 1832 Asset Management L.P. | 27,435 | $2.94M | 0.01% | +1,439+5.5% | Added |
| Apollon Wealth Management, LLC | 27,381 | $2.94M | 0.24% | +1,365+5.2% | Added |
| Rowland & Co Investment Counsel | 27,325 | $2.93M | 0.75% | +115+0.4% | Added |
| Argent Trust Co | 27,324 | $2.93M | 0.20% | +3,763+16.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,287 | $2.92M | 0.99% | +1,392+5.4% | Added |
| Seven Springs Wealth Group, LLC | 27,167 | $2.91M | 1.46% | +42+0.2% | Added |
| BLB&B Advisors, LLC | 27,034 | $2.90M | 0.23% | −265−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,959 | $2.89M | 0.06% | −401−1.5% | Reduced |