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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 12,509 | $1.16M | 1.21% | −1,683−11.9% | Reduced |
| Eqis Capital Management, Inc. | 12,533 | $1.17M | 0.13% | −375−2.9% | Reduced |
| Creative Financial Designs Inc | 12,590 | $1.17M | 0.19% | +1,442+12.9% | Added |
| Essex Financial Services, Inc. | 12,690 | $1.18M | 0.14% | +131+1.0% | Added |
| Evermay Wealth Management LLC | 12,744 | $1.19M | 0.24% | +10+0.1% | Added |
| Greenfield Savings Bank | 12,872 | $1.20M | 0.86% | −71−0.5% | Reduced |
| Tradewinds, LLC. | 12,872 | $1.20M | 0.87% | +94+0.7% | Added |
| Sumitomo Life Insurance Co | 12,874 | $1.20M | 0.05% | −1,560−10.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 12,970 | $1.21M | 0.13% | −290−2.2% | Reduced |
| Sawtooth Solutions, LLC | 13,004 | $1.21M | 0.18% | +2,272+21.2% | Added |
| Williams Jones Wealth Management, LLC. | 13,012 | $1.21M | 0.02% | −1,591−10.9% | Reduced |
| McMahon Financial Advisors, LLC | 13,011 | $1.21M | 0.45% | +154+1.2% | Added |
| Ballast, Inc. | 13,082 | $1.22M | 0.59% | +117+0.9% | Added |
| Heritage Trust Co | 13,242 | $1.23M | 0.22% | −121−0.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,296 | $1.24M | 0.17% | −50−0.4% | Reduced |
| Bellecapital International Ltd. | 13,372 | $1.24M | 0.38% | 00.0% | Unchanged |
| Ethic Inc. | 13,462 | $1.25M | 0.08% | +911+7.3% | Added |
| Verdence Capital Advisors LLC | 13,576 | $1.26M | 0.17% | +1,091+8.7% | Added |
| Seeyond | 13,602 | $1.26M | 0.15% | −3,282−19.4% | Reduced |
| First National Corp | 13,664 | $1.27M | 0.35% | +111+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 13,763 | $1.28M | 1.04% | −10.0% | Reduced |
| Ergoteles LLC | 13,803 | $1.28M | 0.05% | +13,803 | New |
| HAP Trading, LLC | 13,814 | $1.28M | 0.17% | −1,189−7.9% | Reduced |
| Aptus Capital Advisors, LLC | 13,810 | $1.28M | 0.04% | +1,929+16.2% | Added |
| Capital Asset Advisory Services LLC | 13,833 | $1.29M | 0.17% | +10,919+374.7% | Added |
| Nepsis, Inc. | 13,914 | $1.29M | 0.47% | −902−6.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,932 | $1.30M | 0.16% | −256−1.8% | Reduced |
| Ashfield Capital Partners, LLC | 13,997 | $1.30M | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 14,033 | $1.30M | 0.20% | +195+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 14,075 | $1.31M | 0.06% | −1,295−8.4% | Reduced |
| Corient Capital Partners, LLC | 12,239 | $1.31M | 0.10% | +780+6.8% | Added |
| MTM Investment Management, LLC | 14,111 | $1.31M | 0.75% | −491−3.4% | Reduced |
| Parcion Private Wealth LLC | 14,268 | $1.33M | 0.15% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 14,284 | $1.33M | 0.08% | +658+4.8% | Added |
| Aviance Capital Partners, LLC | 14,335 | $1.33M | 0.33% | −420−2.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,479 | $1.35M | 0.03% | −3,000−17.2% | Reduced |
| Texas Yale Capital Corp. | 14,600 | $1.36M | 0.09% | +251+1.7% | Added |
| Clearbridge Investments, LLC | 14,666 | $1.36M | 0.00% | +250+1.7% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.37M | 0.23% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 14,728 | $1.37M | 0.77% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 14,768 | $1.37M | 0.80% | +178+1.2% | Added |
| First City Capital Management, Inc. | 14,788 | $1.38M | 0.91% | −115−0.8% | Reduced |
| Allstate Corp | 14,941 | $1.39M | 0.04% | +8,022+115.9% | Added |
| Fiduciary Trust Co | 14,948 | $1.39M | 0.03% | +14+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 14,980 | $1.39M | 0.31% | −604−3.9% | Reduced |
| Trustmark National Bank Trust Department | 15,013 | $1.40M | 0.13% | −1,614−9.7% | Reduced |
| Elevated Capital Advisors, LLC | 15,048 | $1.40M | 0.55% | +15,048 | New |
| Roof Eidam & Maycock | 15,125 | $1.41M | 0.53% | +1,240+8.9% | Added |
| Wetherby Asset Management Inc | 15,134 | $1.41M | 0.10% | +2,636+21.1% | Added |
| Bank of Hawaii | 15,172 | $1.41M | 0.10% | +50.0% | Added |
| Veriti Management LLC | 15,190 | $1.41M | 0.21% | +101+0.7% | Added |
| Western Wealth Management, LLC | 15,194 | $1.41M | 0.08% | +702+4.8% | Added |
| Mountain Capital Investment Advisors, Inc | 15,861 | $1.42M | 0.74% | +553+3.6% | Added |
| Northcape Wealth Management, LLC | 15,356 | $1.43M | 0.51% | +1,792+13.2% | Added |
| IHT Wealth Management, LLC | 15,437 | $1.44M | 0.11% | +3,849+33.2% | Added |
| Dynamic Advisor Solutions LLC | 15,507 | $1.44M | 0.11% | −13−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 15,891 | $1.44M | 0.45% | +425+2.7% | Added |
| Voya Financial Advisors, Inc. | 15,170 | $1.44M | 0.19% | +541+3.7% | Added |
| Fundamentun, LLC | 15,542 | $1.45M | 0.29% | −1,737−10.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 15,573 | $1.45M | 0.21% | −1,693−9.8% | Reduced |
| WealthTrust Axiom LLC | 15,597 | $1.45M | 0.55% | 00.0% | Unchanged |
| Columbia Asset Management | 15,638 | $1.46M | 0.39% | −144−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 15,641 | $1.46M | 0.04% | +174+1.1% | Added |
| Community Bank of Raymore | 15,659 | $1.46M | 0.50% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15,725 | $1.46M | 1.18% | +133+0.9% | Added |
| AGF Investments LLC | 15,739 | $1.46M | 0.13% | +6,982+79.7% | Added |
| Marino, Stram & Associates LLC | 15,782 | $1.47M | 0.53% | +409+2.7% | Added |
| Private Trust Co NA | 15,829 | $1.47M | 0.24% | −20−0.1% | Reduced |
| Connectus Wealth, LLC | 15,882 | $1.48M | 0.03% | +436+2.8% | Added |
| Eudaimonia Partners, LLC | 15,933 | $1.48M | 0.39% | −11,920−42.8% | Reduced |
| Private Wealth Partners, LLC | 16,074 | $1.50M | 0.19% | −100−0.6% | Reduced |
| Geneos Wealth Management Inc. | 16,084 | $1.50M | 0.10% | −7,086−30.6% | Reduced |
| Financial Architects, Inc | 16,112 | $1.50M | 0.26% | +16,112 | New |
| Welch Group, LLC | 16,158 | $1.50M | 0.10% | +222+1.4% | Added |
| Berkeley Capital Partners, LLC | 16,230 | $1.51M | 0.65% | +1,429+9.7% | Added |
| Randolph Co Inc | 16,333 | $1.52M | 0.24% | −185−1.1% | Reduced |
| Alley Investment Management Company, LLC | 16,563 | $1.54M | 0.31% | +819+5.2% | Added |
| Dakota Wealth Management | 16,560 | $1.54M | 0.13% | +8,279+100.0% | Added |
| Good Life Advisors, LLC | 16,660 | $1.55M | 0.23% | −499−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 16,645 | $1.55M | 0.02% | +1,213+7.9% | Added |
| Pettyjohn, Wood & White, Inc | 16,720 | $1.55M | 0.41% | −804−4.6% | Reduced |
| Grove Bank & Trust | 16,754 | $1.56M | 0.39% | +279+1.7% | Added |
| Tectonic Advisors LLC | 16,811 | $1.56M | 0.29% | +3,354+24.9% | Added |
| Two Sigma Investments, LP | 16,829 | $1.56M | 0.01% | −128,217−88.4% | Reduced |
| Heritage Investors Management Corp | 16,921 | $1.57M | 0.08% | −210−1.2% | Reduced |
| First National Trust Co | 17,003 | $1.58M | 0.09% | −1,367−7.4% | Reduced |
| Jefferies Group LLC | 17,019 | $1.58M | 0.05% | +17,019 | New |
| Ipswich Investment Management Co., Inc. | 17,089 | $1.59M | 0.51% | −538−3.1% | Reduced |
| Global Retirement Partners, LLC | 17,062 | $1.59M | 0.12% | −195−1.1% | Reduced |
| Trust Co of Vermont | 17,098 | $1.59M | 0.13% | +974+6.0% | Added |
| Carson Advisory Inc. | 17,209 | $1.60M | 1.77% | −118−0.7% | Reduced |
| Smith, Moore & Co. | 17,212 | $1.60M | 0.24% | +579+3.5% | Added |
| Ingalls & Snyder LLC | 17,208 | $1.60M | 0.09% | +771+4.7% | Added |
| Shelton Capital Management | 17,213 | $1.60M | 0.08% | +8,350+94.2% | Added |
| Curi Capital | 17,220 | $1.60M | 0.27% | +12,028+231.7% | Added |
| Grandview Asset Management LLC | 17,263 | $1.61M | 1.02% | +111+0.6% | Added |
| Certified Advisory Corp | 17,355 | $1.61M | 0.37% | +34+0.2% | Added |
| Wedbush Securities Inc | 17,390 | $1.62M | 0.09% | −1,099−5.9% | Reduced |
| Massmutual Trust Co FSB | 17,469 | $1.63M | 0.07% | −265−1.5% | Reduced |
| Strategic Blueprint, LLC | 17,562 | $1.63M | 0.21% | +810+4.8% | Added |