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 |
|---|---|---|---|---|---|
| Greenline Partners, LLC | 26,816 | $2.88M | 0.62% | +1,802+7.2% | Added |
| Resources Management Corp | 26,677 | $2.86M | 0.46% | −238−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,567 | $2.85M | 0.25% | +1,542+6.2% | Added |
| AMJ Financial Wealth Management | 26,546 | $2.85M | 2.42% | +26,546 | New |
| Founders Financial Alliance, LLC | 26,437 | $2.83M | 1.44% | −22,691−46.2% | Reduced |
| CWM, LLC | 26,316 | $2.82M | 0.02% | +3,195+13.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,304 | $2.82M | 0.26% | +3,599+15.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,285 | $2.82M | 1.83% | +212+0.8% | Added |
| Merit Financial Group, LLC | 26,282 | $2.82M | 0.09% | +3,226+14.0% | Added |
| IFG Advisory, LLC | 26,237 | $2.81M | 0.31% | +1,675+6.8% | Added |
| Covington Capital Management | 26,181 | $2.81M | 0.11% | −294−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 26,162 | $2.81M | 0.52% | +2,892+12.4% | Added |
| HC Financial Advisors Inc | 26,120 | $2.80M | 1.87% | −1,300−4.7% | Reduced |
| Hall Capital Management Co Inc | 26,079 | $2.80M | 1.84% | +8,245+46.2% | Added |
| Ontario Teachers Pension Plan Board | 25,881 | $2.77M | 0.04% | −15,208−37.0% | Reduced |
| Triangle Securities Wealth Management | 25,841 | $2.77M | 1.08% | −170−0.7% | Reduced |
| Veritable, L.P. | 25,650 | $2.75M | 0.05% | +525+2.1% | Added |
| HNP Capital LLC | 25,580 | $2.74M | 0.75% | −2,058−7.4% | Reduced |
| Everence Capital Management Inc | 25,514 | $2.73M | 0.24% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 25,453 | $2.73M | 0.86% | −416−1.6% | Reduced |
| Orleans Capital Management Corp | 25,343 | $2.72M | 2.03% | −64−0.3% | Reduced |
| Csenge Advisory Group | 25,191 | $2.70M | 0.23% | +11,766+87.6% | Added |
| Level Four Advisory Services, LLC | 25,097 | $2.69M | 0.25% | −1,163−4.4% | Reduced |
| Lido Advisors, LLC | 24,934 | $2.67M | 0.06% | +342+1.4% | Added |
| First Bank & Trust | 24,707 | $2.65M | 0.86% | −166−0.7% | Reduced |
| City Holding Co | 24,303 | $2.60M | 0.49% | −411−1.7% | Reduced |
| Advisor Partners LLC | 23,958 | $2.57M | 0.18% | +1,982+9.0% | Added |
| Aspire Private Capital, LLC | 23,944 | $2.57M | 0.92% | +47+0.2% | Added |
| Virginia Wealth Management Group, Inc. | 23,872 | $2.56M | 2.46% | −234−1.0% | Reduced |
| Geneos Wealth Management Inc. | 23,170 | $2.54M | 0.13% | −14,549−38.6% | Reduced |
| Roosevelt Investment Group LLC | 23,652 | $2.54M | 0.18% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 23,541 | $2.52M | 0.44% | +198+0.8% | Added |
| Strategy Asset Managers LLC | 23,518 | $2.52M | 0.78% | +772+3.4% | Added |
| Carolinas Wealth Consulting LLC | 52,982 | $2.52M | 0.62% | +29,835+128.9% | Added |
| Cornercap Investment Counsel Inc | 23,201 | $2.49M | 0.43% | −280−1.2% | Reduced |
| Greenwood Capital Associates LLC | 23,175 | $2.48M | 0.40% | +22,205+2,289.2% | Added |
| Rodgers Brothers Inc. | 23,134 | $2.48M | 0.49% | −300−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 23,542 | $2.47M | 0.62% | +1,435+6.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,035 | $2.47M | 0.12% | +2,218+10.7% | Added |
| Viking Fund Management LLC | 23,000 | $2.47M | 0.57% | +3,000+15.0% | Added |
| Hanson & Doremus Investment Management | 22,954 | $2.46M | 0.60% | −1,026−4.3% | Reduced |
| Symphony Financial, Ltd. Co. | 23,051 | $2.44M | 0.72% | +37+0.2% | Added |
| Chemung Canal Trust Co | 22,782 | $2.44M | 0.56% | +167+0.7% | Added |
| Worldquant Millennium Advisors LLC | 22,769 | $2.44M | 0.07% | −16,663−42.3% | Reduced |
| FourThought Financial, LLC | 22,588 | $2.42M | 0.35% | +1,302+6.1% | Added |
| Jaffetilchin Investment Partners, LLC | 22,509 | $2.41M | 0.29% | −70.0% | Reduced |
| TSP Capital Management Group, LLC | – | $2.38M | 0.94% | – | – |
| Private Asset Management Inc | 21,968 | $2.35M | 0.38% | −899−3.9% | Reduced |
| Norway Savings Bank | 21,940 | $2.35M | 1.22% | +345+1.6% | Added |
| Parallax Volatility Advisers, L.P. | 21,778 | $2.33M | 0.01% | +21,778 | New |
| Pinnacle Associates Ltd | 21,749 | $2.33M | 0.05% | −513−2.3% | Reduced |
| American Portfolios Advisors | 21,725 | $2.33M | 0.10% | +595+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,673 | $2.32M | 0.14% | +2,223+11.4% | Added |
| Forte Capital LLC | 21,567 | $2.31M | 0.40% | +3,830+21.6% | Added |
| Park National Corp | 21,545 | $2.31M | 0.11% | −611−2.8% | Reduced |
| Mechanics Bank Trust Department | 21,548 | $2.31M | 0.41% | +59+0.3% | Added |
| Red Door Wealth Management, LLC | 21,464 | $2.30M | 0.85% | +894+4.3% | Added |
| Triad Financial Advisors, Inc. | 21,440 | $2.30M | 1.27% | +50.0% | Added |
| Bank of the West | 21,307 | $2.28M | 0.29% | +18,766+738.5% | Added |
| We Are One Seven, LLC | 21,269 | $2.28M | 0.31% | −600−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 21,245 | $2.28M | 0.02% | −940−4.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 21,232 | $2.28M | 0.93% | −590−2.7% | Reduced |
| Shepherd Financial Partners LLC | 21,150 | $2.27M | 0.44% | +305+1.5% | Added |
| Moody National Bank Trust Division | 21,060 | $2.26M | 0.24% | −4,842−18.7% | Reduced |
| Brown Brothers Harriman & Co | 20,970 | $2.25M | 0.02% | +213+1.0% | Added |
| BKD Wealth Advisors, LLC | 20,870 | $2.24M | 0.09% | +15,631+298.4% | Added |
| Comerica Securities,inc. | 20,718 | $2.22M | 0.17% | +2,972+16.7% | Added |
| Agf Investments Inc. | 20,695 | $2.22M | 0.02% | 00.0% | Unchanged |
| Ti-Trust, Inc | 20,675 | $2.22M | 2.27% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 20,629 | $2.21M | 0.09% | +349+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 20,566 | $2.21M | 0.10% | +36+0.2% | Added |
| Franklin Street Advisors Inc | 20,567 | $2.21M | 0.21% | +2,642+14.7% | Added |
| Boston Private Wealth LLC | 20,562 | $2.20M | 0.03% | +1,645+8.7% | Added |
| Synergy Financial Management, LLC | 20,525 | $2.20M | 0.58% | +20,525 | New |
| Parsec Financial Management, Inc. | 20,472 | $2.19M | 0.11% | −1,131−5.2% | Reduced |
| Balentine LLC | 20,423 | $2.19M | 0.08% | +6,462+46.3% | Added |
| Taylor Hoffman Wealth Management | 19,920 | $2.18M | 1.07% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 20,332 | $2.18M | 0.09% | +1,710+9.2% | Added |
| National Asset Management, Inc. | 20,281 | $2.17M | 0.09% | −19,660−49.2% | Reduced |
| J.W. Cole Advisors, Inc. | 20,264 | $2.17M | 0.17% | +373+1.9% | Added |
| Physicians Financial Services, Inc. | 20,261 | $2.17M | 0.97% | +557+2.8% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $2.17M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,209 | $2.17M | 0.48% | +840+4.3% | Added |
| Lincoln National Corp | 20,194 | $2.17M | 0.05% | −4,376−17.8% | Reduced |
| BerganKDV Wealth Management, LLC | 20,192 | $2.17M | 0.25% | −32−0.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 19,996 | $2.14M | 3.28% | −361−1.8% | Reduced |
| Lee Danner & Bass Inc | 19,915 | $2.13M | 0.22% | −897−4.3% | Reduced |
| Icon Advisers Inc | 19,800 | $2.12M | 0.49% | −3,100−13.5% | Reduced |
| Successful Portfolios LLC | 19,799 | $2.12M | 1.43% | −25−0.1% | Reduced |
| SWS Partners | 19,797 | $2.12M | 1.79% | −265−1.3% | Reduced |
| Regentatlantic Capital LLC | 19,789 | $2.12M | 0.07% | +859+4.5% | Added |
| Green Square Capital Advisors LLC | 19,609 | $2.10M | 0.38% | −51−0.3% | Reduced |
| Brookstone Capital Management | 19,849 | $2.10M | 0.05% | +961+5.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,586 | $2.10M | 0.94% | −70.0% | Reduced |
| Naples Global Advisors, LLC | 19,567 | $2.10M | 0.27% | +100+0.5% | Added |
| Mutual Advisors, LLC | 19,563 | $2.10M | 0.14% | +1,160+6.3% | Added |
| London Co of Virginia | 19,551 | $2.10M | 0.01% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 19,544 | $2.10M | 0.32% | −7,190−26.9% | Reduced |
| Shoker Investment Counsel, Inc. | 19,472 | $2.09M | 1.11% | +884+4.8% | Added |
| Stonebridge Capital Advisors LLC | 19,225 | $2.06M | 0.25% | +879+4.8% | Added |