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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 17,607 | $1.64M | 0.64% | +1,610+10.1% | Added |
| Balentine LLC | 17,626 | $1.64M | 0.06% | −2,797−13.7% | Reduced |
| Old National Bancorp | 17,681 | $1.65M | 0.06% | −180−1.0% | Reduced |
| NTV Asset Management LLC | 17,704 | $1.65M | 0.35% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 17,720 | $1.65M | 0.07% | +5,492+44.9% | Added |
| Savant Capital, LLC | 17,744 | $1.65M | 0.05% | +2,956+20.0% | Added |
| Community Bank & Trust, Waco, Texas | 17,888 | $1.66M | 0.59% | +38+0.2% | Added |
| Wade G W & Inc | 17,920 | $1.67M | 0.08% | +11,278+169.8% | Added |
| HM Capital Management, LLC | 17,979 | $1.67M | 1.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 18,070 | $1.68M | 0.41% | −742−3.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,096 | $1.68M | 0.66% | +60.0% | Added |
| King Luther Capital Management Corp | 18,129 | $1.69M | 0.01% | −30−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,316 | $1.70M | 0.28% | +10.0% | Added |
| WealthShield Partners, LLC | 18,322 | $1.70M | 0.34% | +33+0.2% | Added |
| Tower Bridge Advisors | 18,414 | $1.71M | 0.15% | −594−3.1% | Reduced |
| Bank Ozk | 18,416 | $1.71M | 0.93% | −296−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 18,464 | $1.72M | 0.11% | +304+1.7% | Added |
| Proequities, Inc. | 18,529 | $1.72M | 0.16% | +2,595+16.3% | Added |
| Empirical Finance, LLC | 18,541 | $1.73M | 0.20% | +3,089+20.0% | Added |
| Marshall Financial Group LLC | 18,558 | $1.73M | 0.73% | +788+4.4% | Added |
| Capula Management Ltd | 18,579 | $1.73M | 0.21% | +18,579 | New |
| Hartford Financial Management Inc. | 18,589 | $1.73M | 0.51% | −85−0.5% | Reduced |
| Signaturefd, LLC | 18,749 | $1.74M | 0.06% | −88−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 18,999 | $1.77M | 0.11% | +867+4.8% | Added |
| Marks Group Wealth Management, Inc | 19,033 | $1.77M | 0.27% | +2,328+13.9% | Added |
| Brookstone Capital Management | 20,598 | $1.77M | 0.04% | +749+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 19,182 | $1.78M | 0.44% | −1,027−5.1% | Reduced |
| Ziegler Capital Management, LLC | 19,302 | $1.79M | 0.08% | −1,030−5.1% | Reduced |
| Principle Wealth Partners LLC | 19,243 | $1.79M | 0.23% | +300+1.6% | Added |
| Trilogy Capital Inc. | 19,241 | $1.79M | 0.16% | +2,611+15.7% | Added |
| Earnest Partners LLC | 19,269 | $1.79M | 0.01% | +83+0.4% | Added |
| Belpointe Asset Management LLC | 19,281 | $1.79M | 0.12% | +3,809+24.6% | Added |
| Allworth Financial LP | 19,295 | $1.79M | 0.02% | +4,803+33.1% | Added |
| Brown Brothers Harriman & Co | 19,349 | $1.80M | 0.02% | −1,621−7.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 19,414 | $1.81M | 3.11% | −582−2.9% | Reduced |
| London Co of Virginia | 19,551 | $1.82M | 0.01% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 19,687 | $1.83M | 0.88% | −574−2.8% | Reduced |
| Naples Global Advisors, LLC | 19,699 | $1.83M | 0.25% | +132+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,702 | $1.83M | 0.89% | +116+0.6% | Added |
| ICA Group Wealth Management, LLC | 19,725 | $1.83M | 0.39% | +1,763+9.8% | Added |
| Financial Advisory Service, Inc. | 19,796 | $1.84M | 0.20% | +2,632+15.3% | Added |
| Successful Portfolios LLC | 19,829 | $1.84M | 1.34% | +30+0.2% | Added |
| Lee Danner & Bass Inc | 19,915 | $1.85M | 0.20% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 19,947 | $1.85M | 0.97% | +27+0.1% | Added |
| TrinityPoint Wealth, LLC | 19,970 | $1.86M | 0.42% | +14,821+287.8% | Added |
| Woodard & Co Asset Management Group Inc | 19,998 | $1.86M | 0.86% | −1,234−5.8% | Reduced |
| Lincoln National Corp | 20,066 | $1.87M | 0.05% | −128−0.6% | Reduced |
| Parsec Financial Management, Inc. | 20,128 | $1.87M | 0.09% | −344−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 20,206 | $1.88M | 0.08% | −664−3.2% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $1.88M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 20,223 | $1.88M | 0.04% | +4,932+32.3% | Added |
| Stonebridge Capital Advisors LLC | 20,249 | $1.88M | 0.24% | +1,024+5.3% | Added |
| Townsend & Associates, Inc | 20,481 | $1.91M | 0.88% | +20,481 | New |
| BerganKDV Wealth Management, LLC | 20,546 | $1.91M | 0.23% | +354+1.8% | Added |
| Green Square Capital Advisors LLC | 20,549 | $1.91M | 0.34% | +940+4.8% | Added |
| Silvercrest Asset Management Group LLC | 20,627 | $1.92M | 0.02% | −618−2.9% | Reduced |
| Shoker Investment Counsel, Inc. | 20,643 | $1.92M | 1.01% | +1,171+6.0% | Added |
| AMG National Trust Bank | 20,655 | $1.92M | 0.07% | +5,329+34.8% | Added |
| Agf Investments Inc. | 20,695 | $1.93M | 0.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 20,756 | $1.93M | 0.37% | −792−3.7% | Reduced |
| Ti-Trust, Inc | 20,775 | $1.93M | 2.09% | +100+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 20,822 | $1.94M | 0.09% | +256+1.2% | Added |
| SWS Partners | 20,906 | $1.95M | 0.90% | +1,109+5.6% | Added |
| Franklin Street Advisors Inc | 21,043 | $1.96M | 0.20% | +476+2.3% | Added |
| Norway Savings Bank | 21,185 | $1.97M | 1.07% | −755−3.4% | Reduced |
| Comerica Securities,inc. | 21,188 | $1.97M | 0.16% | +470+2.3% | Added |
| Shepherd Financial Partners LLC | 21,236 | $1.98M | 0.39% | +86+0.4% | Added |
| Private Asset Management Inc | 21,273 | $1.98M | 0.35% | −695−3.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 21,359 | $1.99M | 0.34% | +1,815+9.3% | Added |
| Park National Corp | 21,389 | $1.99M | 0.10% | −156−0.7% | Reduced |
| Pinnacle Associates Ltd | 21,571 | $2.01M | 0.05% | −178−0.8% | Reduced |
| Two Sigma Securities, LLC | 21,573 | $2.01M | 0.29% | +16,964+368.1% | Added |
| Chemung Canal Trust Co | 21,687 | $2.02M | 0.50% | −1,095−4.8% | Reduced |
| Forte Capital LLC | 21,739 | $2.02M | 0.37% | +172+0.8% | Added |
| Miller Howard Investments Inc | 21,741 | $2.02M | 0.08% | +1,112+5.4% | Added |
| Regentatlantic Capital LLC | 21,768 | $2.02M | 0.06% | +1,979+10.0% | Added |
| TSP Capital Management Group, LLC | – | $2.03M | 0.85% | – | – |
| Veritable, L.P. | 21,941 | $2.04M | 0.04% | −3,709−14.5% | Reduced |
| American Portfolios Advisors | 22,004 | $2.05M | 0.09% | +279+1.3% | Added |
| TCWP LLC | 22,083 | $2.05M | 0.44% | +4,237+23.7% | Added |
| Jaffetilchin Investment Partners, LLC | 22,093 | $2.06M | 0.26% | −416−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 22,138 | $2.06M | 0.17% | +1,874+9.2% | Added |
| FinTrust Capital Advisors, LLC | 22,704 | $2.06M | 0.53% | −838−3.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,388 | $2.08M | 0.10% | −647−2.8% | Reduced |
| Raleigh Capital Management Inc. | 22,470 | $2.09M | 1.22% | +3,987+21.6% | Added |
| Red Door Wealth Management, LLC | 22,528 | $2.10M | 0.79% | +1,064+5.0% | Added |
| Winton Group Ltd | 22,641 | $2.11M | 0.14% | −20,552−47.6% | Reduced |
| Bank of the West | 22,882 | $2.13M | 0.28% | +1,575+7.4% | Added |
| Mutual Advisors, LLC | 22,887 | $2.13M | 0.11% | +3,324+17.0% | Added |
| Hanson & Doremus Investment Management | 22,909 | $2.13M | 0.55% | −45−0.2% | Reduced |
| Trust Co of Toledo NA | 23,072 | $2.15M | 0.42% | −469−2.0% | Reduced |
| Rodgers Brothers Inc. | 23,134 | $2.15M | 0.46% | 00.0% | Unchanged |
| FourThought Financial, LLC | 23,345 | $2.17M | 0.32% | +757+3.4% | Added |
| Greenwood Capital Associates LLC | 23,520 | $2.19M | 0.38% | +345+1.5% | Added |
| Symphony Financial, Ltd. Co. | 23,154 | $2.20M | 0.72% | +103+0.4% | Added |
| EP Wealth Advisors, LLC | 23,772 | $2.21M | 0.05% | +12,911+118.9% | Added |
| Merit Financial Group, LLC | 23,874 | $2.22M | 0.10% | −2,408−9.2% | Reduced |
| Aspire Private Capital, LLC | 23,947 | $2.23M | 0.85% | +30.0% | Added |
| Boston Private Wealth LLC | 23,946 | $2.23M | 0.03% | +3,384+16.5% | Added |
| Roosevelt Investment Group LLC | 23,984 | $2.23M | 0.16% | +332+1.4% | Added |