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
- −23 vs. Q2 2022
- Shares held
- 488.4M
- +708.5K (+0.1%) vs. Q2 2022
- Total value
- $45.4B
- −$6.84B (−13.1%) vs. Q2 2022
- New holders
- 104
- 799 more added
- Sold out
- 127
- 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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 9,574 | $891.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 9,589 | $892.0K | 0.38% | +1,005+11.7% | Added |
| St. James Investment Advisors, LLC | 9,604 | $893.0K | 1.95% | −986−9.3% | Reduced |
| Horizon Investment Services, LLC | 9,595 | $893.0K | 0.65% | +21+0.2% | Added |
| Advisor OS, LLC | 9,672 | $900.0K | 0.27% | −325−3.3% | Reduced |
| Axxcess Wealth Management, LLC | 9,729 | $905.0K | 0.09% | −2,730−21.9% | Reduced |
| 9258 Wealth Management, LLC | 9,867 | $918.0K | 0.23% | +104+1.1% | Added |
| Parallel Advisors, LLC | 9,910 | $922.0K | 0.04% | +1,040+11.7% | Added |
| Exencial Wealth Advisors, LLC | 9,918 | $923.0K | 0.06% | +436+4.6% | Added |
| NVWM, LLC | 9,970 | $927.0K | 0.37% | +350+3.6% | Added |
| Heron Financial Group, LLC | 10,014 | $931.0K | 0.58% | −50.0% | Reduced |
| Jump Financial, LLC | 10,095 | $939.0K | 0.04% | +10,095 | New |
| Baldwin Investment Management, LLC | 10,104 | $940.0K | 0.36% | +325+3.3% | Added |
| Hayek Kallen Investment Management | 10,127 | $942.0K | 0.44% | +15+0.1% | Added |
| 1st Source Bank | 10,137 | $943.0K | 0.07% | +157+1.6% | Added |
| Guardian Wealth Advisors, LLC | 10,143 | $943.0K | 0.18% | +921+10.0% | Added |
| Ancora Advisors, LLC | 10,153 | $944.0K | 0.03% | +234+2.4% | Added |
| Summit Financial, LLC | 10,157 | $944.8K | 0.09% | +1,328+15.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,160 | $945.0K | 0.09% | +10,160 | New |
| Capital Investment Counsel, Inc | 10,184 | $947.0K | 0.28% | −1,151−10.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,200 | $949.0K | 0.05% | +7,088+227.8% | Added |
| Ritholtz Wealth Management | 10,224 | $951.0K | 0.05% | +4,799+88.5% | Added |
| DT Investment Partners, LLC | 10,234 | $952.0K | 0.16% | +703+7.4% | Added |
| Change Path, LLC | 10,237 | $952.0K | 0.06% | +1,072+11.7% | Added |
| United Bank | 10,275 | $956.0K | 0.15% | +601+6.2% | Added |
| Chesley Taft & Associates LLC | 10,296 | $958.0K | 0.07% | +270+2.7% | Added |
| Allred Capital Management, LLC | 10,407 | $968.0K | 0.60% | +50.0% | Added |
| InterOcean Capital Group, LLC | 10,412 | $969.0K | 0.04% | −1,068−9.3% | Reduced |
| D.B. Root & Company, LLC | 10,457 | $972.0K | 0.44% | −96−0.9% | Reduced |
| Gibson Wealth Advisors LLC | 10,500 | $977.0K | 1.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,510 | $977.6K | 0.08% | +161+1.6% | Added |
| Schechter Investment Advisors, LLC | 10,529 | $979.0K | 0.10% | +248+2.4% | Added |
| West Chester Capital Advisors, Inc | 10,603 | $986.0K | 2.17% | −25−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 10,684 | $994.0K | 0.11% | +23+0.2% | Added |
| USA Financial Portformulas Corp | 10,718 | $997.0K | 1.57% | +10,704+76,457.1% | Added |
| Burke & Herbert Bank & Trust Co | 10,740 | $999.0K | 0.83% | −100−0.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,745 | $1.00M | 0.15% | +1,679+18.5% | Added |
| Ameritas Investment Partners, Inc. | 10,798 | $1.00M | 0.04% | −258−2.3% | Reduced |
| Biltmore Family Office, LLC | 10,789 | $1.00M | 0.23% | +14+0.1% | Added |
| Gables Capital Management Inc. | 10,802 | $1.00M | 0.81% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,829 | $1.01M | 0.50% | +59+0.5% | Added |
| Reuter James Wealth Management, LLC | 10,848 | $1.01M | 0.69% | +18+0.2% | Added |
| Mystic Asset Management, Inc. | 10,880 | $1.01M | 0.65% | +25+0.2% | Added |
| Toews Corp | 10,900 | $1.01M | 0.75% | −100−0.9% | Reduced |
| BancorpSouth Bank | 10,932 | $1.02M | 0.11% | +8,423+335.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 10,946 | $1.02M | 0.32% | −1,200−9.9% | Reduced |
| Meridian Financial Partners LLC | 11,731 | $1.02M | 1.44% | +210+1.8% | Added |
| Silver Oak Securities, Inc | 11,565 | $1.02M | 0.22% | +3,946+51.8% | Added |
| GSB Wealth Management, LLC | 10,976 | $1.02M | 0.37% | 00.0% | Unchanged |
| CNB Bank | 10,999 | $1.02M | 0.69% | +281+2.6% | Added |
| Spirit of America Management Corp | 11,000 | $1.02M | 0.24% | +1,050+10.6% | Added |
| Asset Dedication, LLC | 11,066 | $1.03M | 0.11% | +482+4.6% | Added |
| Sawyer & Company, Inc | 11,120 | $1.03M | 0.56% | −225−2.0% | Reduced |
| Wagner Wealth Management, LLC | 11,126 | $1.03M | 0.77% | −148−1.3% | Reduced |
| Toroso Investments, LLC | 11,187 | $1.04M | 0.04% | −1,194−9.6% | Reduced |
| Patton Albertson Miller Group, LLC | 11,192 | $1.04M | 0.22% | −918−7.6% | Reduced |
| Meridian Wealth Management, LLC | 11,211 | $1.04M | 0.11% | −306−2.7% | Reduced |
| Americana Partners, LLC | 11,292 | $1.04M | 0.19% | +14+0.1% | Added |
| KCM Investment Advisors LLC | 11,222 | $1.04M | 0.05% | +609+5.7% | Added |
| Stiles Financial Services Inc | 11,289 | $1.05M | 0.64% | +554+5.2% | Added |
| Wealth Alliance | 11,316 | $1.05M | 0.21% | +11+0.1% | Added |
| Metis Global Partners, LLC | 11,420 | $1.06M | 0.17% | −67−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,425 | $1.06M | 0.03% | +1,015+9.8% | Added |
| Oakworth Capital, Inc. | 11,481 | $1.07M | 0.12% | −40.0% | Reduced |
| Hilltop Holdings Inc. | 11,523 | $1.07M | 0.15% | +293+2.6% | Added |
| RFG Advisory, LLC | 11,516 | $1.07M | 0.06% | +1,542+15.5% | Added |
| Excalibur Management Corp | 11,560 | $1.07M | 0.60% | −866−7.0% | Reduced |
| Chicago Capital, LLC | 11,554 | $1.07M | 0.06% | +40.0% | Added |
| TD Waterhouse Canada Inc. | 10,451 | $1.08M | 0.01% | −5,852−35.9% | Reduced |
| Aviva PLC | 11,626 | $1.08M | 0.01% | −97,227−89.3% | Reduced |
| Atlas Brown,Inc. | 11,623 | $1.08M | 0.55% | +29+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 11,694 | $1.09M | 0.54% | −7−0.1% | Reduced |
| Boenning & Scattergood, Inc. | 11,755 | $1.09M | 0.22% | −94−0.8% | Reduced |
| Harbour Investments, Inc. | 10,235 | $1.10M | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 11,810 | $1.10M | 0.00% | −228−1.9% | Reduced |
| Peoples Financial Services Corp. | 11,810 | $1.10M | 0.57% | −33−0.3% | Reduced |
| Meeder Asset Management Inc | 11,830 | $1.10M | 0.06% | −91−0.8% | Reduced |
| Intrua Financial, LLC | 11,869 | $1.10M | 0.29% | −3,343−22.0% | Reduced |
| Icon Advisers Inc | 11,900 | $1.11M | 0.30% | −7,900−39.9% | Reduced |
| United Bank | 11,997 | $1.12M | 0.74% | −1,987−14.2% | Reduced |
| Qtron Investments LLC | 12,024 | $1.12M | 0.28% | −1,146−8.7% | Reduced |
| Donaldson Capital Management, LLC | 12,029 | $1.12M | 0.06% | +557+4.9% | Added |
| Diversified Trust Co | 12,080 | $1.12M | 0.05% | −536−4.2% | Reduced |
| Rollins Financial | 12,105 | $1.13M | 0.42% | +532+4.6% | Added |
| Souders Financial Advisors | 12,111 | $1.13M | 0.31% | +108+0.9% | Added |
| Haverford Trust Co | 12,131 | $1.13M | 0.02% | −3,117−20.4% | Reduced |
| Cresset Asset Management, LLC | 12,139 | $1.13M | 0.01% | −695−5.4% | Reduced |
| Journey Advisory Group, LLC | 12,137 | $1.13M | 0.29% | +520+4.5% | Added |
| First Dallas Securities Inc. | 12,221 | $1.14M | 0.78% | −1,000−7.6% | Reduced |
| M Holdings Securities, Inc. | 12,219 | $1.14M | 0.13% | −318−2.5% | Reduced |
| Buckingham Strategic Partners | 12,259 | $1.14M | 0.07% | +6,220+103.0% | Added |
| Jeppson Wealth Management, LLC | 12,262 | $1.14M | 0.52% | −60−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,275 | $1.14M | 0.16% | +718+6.2% | Added |
| Schmidt P J Investment Management Inc | 12,977 | $1.15M | 0.28% | −300−2.3% | Reduced |
| Jacobi Capital Management LLC | 12,340 | $1.15M | 0.16% | −108−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 10,720 | $1.15M | 0.02% | +467+4.6% | Added |
| Northeast Financial Consultants Inc | 12,372 | $1.15M | 0.08% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 12,429 | $1.16M | 0.27% | −25−0.2% | Reduced |
| LCNB Corp | 12,443 | $1.16M | 0.63% | +240+2.0% | Added |
| Gofen & Glossberg LLC | 12,466 | $1.16M | 0.03% | +231+1.9% | Added |