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, Q3 2022
Institutional positions in Duke Energy CORP as of Sep 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
- 1,747
- −24 vs. Q2 2022
- Shares held
- 488.4M
- +706.5K (+0.1%) vs. Q2 2022
- Total value
- $45.4B
- −$6.84B (−13.1%) vs. Q2 2022
- New holders
- 104
- 799 more added
- Sold out
- 128
- 562 more reduced
27 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 2 | $0 | 0.00% | −447−99.6% | Reduced |
| First Command Advisory Services, Inc. | 27 | $0 | 0.00% | +27 | New |
| CFS Investment Advisory Services, LLC | 11,348 | $0 | 0.00% | +11,348 | New |
| KB Financial Partners, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 45 | $4.00K | 0.00% | −1−2.2% | Reduced |
| Absolute Capital Management, LLC | 43 | $4.09K | 0.01% | +43 | New |
| Morton Brown Family Wealth, LLC | 59 | $5.00K | 0.00% | −27−31.4% | Reduced |
| Cribstone Capital Management, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 49 | $5.00K | 0.01% | +1+2.1% | Added |
| Dark Forest Capital Management LP | 55 | $5.00K | 0.00% | +55 | New |
| Northwest Investment Counselors, LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 77 | $7.00K | 0.00% | −1−1.3% | Reduced |
| O'Dell Group, LLC | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $9.00K | 0.01% | −11−9.9% | Reduced |
| Aua Capital Management, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 116 | $11.0K | 0.01% | +66+132.0% | Added |
| Halpern Financial, Inc. | 123 | $11.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 133 | $12.0K | 0.02% | +1+0.8% | Added |
| Burleson & Company, LLC | 125 | $12.0K | 0.00% | +2+1.6% | Added |
| Rise Advisors, LLC | 127 | $12.0K | 0.01% | +1+0.8% | Added |
| Delos Wealth Advisors, LLC | 132 | $12.0K | 0.01% | +7+5.6% | Added |
| Stapp Wealth Management, PLLC | 133 | $12.0K | 0.03% | +133 | New |
| Horizons Wealth Management | 144 | $13.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 136 | $13.0K | 0.01% | −4−2.9% | Reduced |
| Monolith Advisors | 137 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $13.0K | 0.00% | 0 | New |
| EdgeRock Capital LLC | 137 | $13.0K | 0.01% | +137 | New |
| Syverson Strege & Co | 152 | $14.0K | 0.01% | +1+0.7% | Added |
| Orion Capital Management LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $14.0K | 0.01% | +155 | New |
| Financial Perspectives, Inc | 168 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 167 | $16.0K | 0.00% | +167 | New |
| Worth Asset Management, LLC | 169 | $17.0K | 0.01% | −7,232−97.7% | Reduced |
| Financial Connections Group, Inc. | 187 | $17.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 197 | $18.0K | 0.01% | −910−82.2% | Reduced |
| Focused Wealth Management, Inc | 193 | $18.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 189 | $18.0K | 0.01% | +13+7.4% | Added |
| Paragon Wealth Strategies, LLC | 197 | $18.0K | 0.02% | +197 | New |
| SJS Investment Consulting Inc. | 188 | $18.0K | 0.01% | +188 | New |
| JNBA Financial Advisors | 200 | $19.0K | 0.00% | −39−16.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 212 | $20.0K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 226 | $21.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 235 | $22.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 239 | $22.0K | 0.01% | +38+18.9% | Added |
| Bell Investment Advisors, Inc | 241 | $22.0K | 0.01% | +44+22.3% | Added |
| Operose Advisors LLC | 239 | $22.0K | 0.01% | +239 | New |
| Highlander Capital Management, LLC | 252 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 243 | $23.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 260 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 231 | $24.0K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 266 | $24.7K | 0.02% | +266 | New |
| Financial Enhancement Group LLC | 273 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 267 | $25.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 276 | $26.0K | 0.01% | +1+0.4% | Added |
| PFS Partners, LLC | 298 | $27.7K | 0.03% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 299 | $28.0K | 0.01% | −7−2.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 300 | $28.0K | 0.38% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 299 | $28.0K | 0.02% | +166+124.8% | Added |
| Global Financial Private Client, LLC | 300 | $28.6K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 322 | $30.0K | 0.01% | +296+1,138.5% | Added |
| Ameliora Wealth Management Ltd. | 350 | $30.0K | 0.02% | +350 | New |
| Tortoise Investment Management, LLC | 334 | $31.0K | 0.01% | −16−4.6% | Reduced |
| Arlington Partners LLC | 332 | $31.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 345 | $32.0K | 0.03% | −884−71.9% | Reduced |
| John W. Brooker & Co., CPAs | 346 | $32.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 347 | $32.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 362 | $34.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 368 | $34.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 380 | $35.0K | 0.01% | +179+89.1% | Added |
| Pinebridge Investments, L.P. | 384 | $36.0K | 0.00% | −47−10.9% | Reduced |
| TD Capital Management LLC | 392 | $36.0K | 0.00% | +392 | New |
| Howe & Rusling Inc | 398 | $37.0K | 0.00% | −145−26.7% | Reduced |
| McIlrath & Eck, LLC | 399 | $37.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $37.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 397 | $37.0K | 0.00% | +61+18.2% | Added |
| WR Wealth Planners, LLC | 410 | $38.1K | 0.03% | +4+1.0% | Added |
| MBM Wealth Consultants, LLC | 410 | $39.0K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 425 | $40.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 443 | $41.2K | 0.02% | +3+0.7% | Added |
| Robbins Farley LLC | 450 | $42.0K | 0.03% | +450 | New |
| Lee Financial Co | 466 | $43.0K | 0.01% | −2−0.4% | Reduced |
| Abound Wealth Management | 469 | $43.6K | 0.02% | +469 | New |
| Benjamin Edwards Inc | 481 | $45.0K | 0.01% | −123−20.4% | Reduced |