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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 24,151 | $2.25M | 0.14% | −15,340−38.8% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 24,434 | $2.27M | 1.64% | +24,434 | New |
| IFG Advisory, LLC | 24,454 | $2.27M | 0.21% | −1,783−6.8% | Reduced |
| Moody National Bank Trust Division | 24,514 | $2.28M | 0.24% | +3,454+16.4% | Added |
| City Holding Co | 24,570 | $2.29M | 0.45% | +267+1.1% | Added |
| Strategy Asset Managers LLC | 24,577 | $2.29M | 0.62% | +1,059+4.5% | Added |
| Plimoth Trust Co LLC | 24,726 | $2.30M | 0.80% | −727−2.9% | Reduced |
| Triad Financial Advisors, Inc. | 24,731 | $2.30M | 1.25% | +3,291+15.3% | Added |
| Carolinas Wealth Consulting LLC | 152,562 | $2.31M | 0.58% | +99,580+188.0% | Added |
| Engineers Gate Manager LP | 25,055 | $2.33M | 0.15% | +25,055 | New |
| Level Four Advisory Services, LLC | 25,126 | $2.34M | 0.23% | +29+0.1% | Added |
| Assenagon Asset Management S.A. | 25,138 | $2.34M | 0.01% | −49,466−66.3% | Reduced |
| Lido Advisors, LLC | 25,149 | $2.34M | 0.05% | +215+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,193 | $2.34M | 0.15% | +3,520+16.2% | Added |
| First Bank & Trust | 25,281 | $2.35M | 0.86% | +574+2.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,338 | $2.36M | 1.64% | −947−3.6% | Reduced |
| Aquatic Capital Management LLC | 25,400 | $2.36M | 0.23% | +25,000+6,250.0% | Added |
| Orleans Capital Management Corp | 25,468 | $2.37M | 1.98% | +125+0.5% | Added |
| Triangle Securities Wealth Management | 25,514 | $2.37M | 0.97% | −327−1.3% | Reduced |
| Everence Capital Management Inc | 25,514 | $2.37M | 0.22% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 25,584 | $2.38M | 0.18% | +25,584 | New |
| Bailard, Inc. | 26,104 | $2.43M | 0.10% | −1,486−5.4% | Reduced |
| Wolverine Trading, LLC | 25,576 | $2.43M | 0.09% | −10,294−28.7% | Reduced |
| Old North State Trust, LLC | 26,350 | $2.45M | 2.12% | +26,324+101,246.2% | Added |
| Resources Management Corp | 26,506 | $2.47M | 0.43% | −171−0.6% | Reduced |
| Covington Capital Management | 26,565 | $2.47M | 0.11% | +384+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,820 | $2.48M | 0.04% | +27,820 | New |
| BLB&B Advisors, LLC | 26,740 | $2.49M | 0.21% | −294−1.1% | Reduced |
| Greenline Partners, LLC | 26,816 | $2.49M | 0.57% | 00.0% | Unchanged |
| HNP Capital LLC | 26,880 | $2.50M | 0.72% | +1,300+5.1% | Added |
| Aigen Investment Management, LP | 26,907 | $2.50M | 0.36% | +26,907 | New |
| Bragg Financial Advisors, Inc | 26,985 | $2.51M | 0.17% | −1,342−4.7% | Reduced |
| Apollon Wealth Management, LLC | 27,008 | $2.51M | 0.21% | −373−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 27,106 | $2.52M | 0.06% | +147+0.5% | Added |
| Seven Springs Wealth Group, LLC | 27,316 | $2.54M | 1.38% | +149+0.5% | Added |
| Live Oak Private Wealth LLC | 27,386 | $2.55M | 0.57% | −173−0.6% | Reduced |
| Ieq Capital, LLC | 27,515 | $2.56M | 0.07% | −2,215−7.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,593 | $2.57M | 0.24% | +1,289+4.9% | Added |
| Virginia Wealth Management Group, Inc. | 27,620 | $2.57M | 1.92% | +3,748+15.7% | Added |
| Rowland & Co Investment Counsel | 27,639 | $2.57M | 0.69% | +314+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,700 | $2.58M | 0.92% | +413+1.5% | Added |
| Bahl & Gaynor Inc | 27,801 | $2.59M | 0.02% | −58−0.2% | Reduced |
| Citizens Financial Group Inc | 27,902 | $2.60M | 0.12% | +122+0.4% | Added |
| Caldwell Trust Co | 27,993 | $2.60M | 0.39% | +494+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 28,028 | $2.61M | 0.22% | +1,461+5.5% | Added |
| Kingsview Wealth Management, LLC | 28,133 | $2.62M | 0.12% | −17,726−38.7% | Reduced |
| Integrated Advisors Network LLC | 28,187 | $2.62M | 0.18% | +387+1.4% | Added |
| Banque Cantonale Vaudoise | 28,313 | $2.63M | 0.15% | 00.0% | Unchanged |
| Advisors Management Group Inc | 28,361 | $2.64M | 1.05% | −9,375−24.8% | Reduced |
| Avantax Planning Partners, Inc. | 28,531 | $2.65M | 0.12% | +406+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,598 | $2.66M | 0.07% | −5,212−15.4% | Reduced |
| Rafferty Asset Management, LLC | 28,600 | $2.66M | 0.03% | +20,647+259.6% | Added |
| Evercore Wealth Management, LLC | 28,644 | $2.66M | 0.06% | −700−2.4% | Reduced |
| United Services Automobile Association | 28,771 | $2.68M | 0.07% | +607+2.2% | Added |
| Sheets Smith Wealth Management | 28,775 | $2.68M | 0.45% | +367+1.3% | Added |
| Argent Trust Co | 28,839 | $2.68M | 0.19% | +1,515+5.5% | Added |
| Simmons Bank | 28,882 | $2.69M | 0.25% | +1,083+3.9% | Added |
| Pegasus Asset Management, Inc. | 28,920 | $2.69M | 1.52% | −312−1.1% | Reduced |
| Csenge Advisory Group | 29,097 | $2.71M | 0.22% | +3,906+15.5% | Added |
| Buckhead Capital Management LLC | 29,151 | $2.71M | 0.70% | +175+0.6% | Added |
| Townsend Asset Management Corp | 29,184 | $2.71M | 1.53% | −112−0.4% | Reduced |
| Home Federal Bank of Tennessee | 29,366 | $2.73M | 1.14% | −25−0.1% | Reduced |
| Ossiam | 29,519 | $2.75M | 0.08% | −12,894−30.4% | Reduced |
| Richard Bernstein Advisors LLC | 29,713 | $2.76M | 0.07% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 29,768 | $2.77M | 0.78% | +1,405+5.0% | Added |
| Wright Investors Service Inc | 29,807 | $2.77M | 0.87% | −2,280−7.1% | Reduced |
| HighTower Trust Services, LTA | 29,809 | $2.77M | 0.31% | +29,809 | New |
| Viking Fund Management LLC | 30,000 | $2.79M | 0.66% | +7,000+30.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 30,106 | $2.80M | 1.43% | +2,250+8.1% | Added |
| Farmers National Bank | 30,185 | $2.81M | 1.13% | +221+0.7% | Added |
| Citizens Business Bank | 30,302 | $2.82M | 0.69% | −1,559−4.9% | Reduced |
| Cohen Capital Management, Inc. | 30,357 | $2.82M | 0.62% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 30,367 | $2.83M | 2.60% | +414+1.4% | Added |
| Alps Advisors Inc | 30,708 | $2.86M | 0.03% | −90−0.3% | Reduced |
| Sowell Financial Services LLC | 30,852 | $2.87M | 0.29% | +2,531+8.9% | Added |
| HWG Holdings LP | 30,989 | $2.88M | 2.08% | +30,989 | New |
| Covington Investment Advisors Inc. | 31,182 | $2.90M | 0.75% | +1,280+4.3% | Added |
| 1832 Asset Management L.P. | 31,602 | $2.94M | 0.01% | +4,167+15.2% | Added |
| Iowa State Bank | 31,743 | $2.95M | 0.84% | −573−1.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 32,036 | $2.98M | 0.92% | +1,994+6.6% | Added |
| FDx Advisors, Inc. | 32,250 | $3.00M | 0.13% | −544−1.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 32,431 | $3.02M | 0.13% | −516−1.6% | Reduced |
| Hall Capital Management Co Inc | 32,498 | $3.02M | 2.01% | +6,419+24.6% | Added |
| TownSquare Capital, LLC | 32,636 | $3.04M | 0.09% | +3,666+12.7% | Added |
| American Assets Investment Management, LLC | 32,666 | $3.04M | 0.40% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 32,687 | $3.04M | 0.25% | +1,096+3.5% | Added |
| Twin Capital Management Inc | 32,806 | $3.05M | 0.41% | −323−1.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 33,229 | $3.09M | 0.13% | −6,592−16.6% | Reduced |
| Salem Investment Counselors Inc | 33,341 | $3.10M | 0.14% | +286+0.9% | Added |
| Regal Investment Advisors LLC | 33,603 | $3.13M | 0.33% | −420−1.2% | Reduced |
| Lynch & Associates | 33,790 | $3.14M | 0.92% | +182+0.5% | Added |
| Sentinel Trust Co Lba | 33,839 | $3.15M | 0.52% | −129−0.4% | Reduced |
| Bremer Bank National Association | 33,910 | $3.15M | 0.70% | +1,111+3.4% | Added |
| Royal Fund Management, LLC | 34,124 | $3.17M | 0.59% | −4,554−11.8% | Reduced |
| Loomis Sayles & Co L P | 34,177 | $3.18M | 0.01% | −150,738−81.5% | Reduced |
| CWM, LLC | 34,204 | $3.18M | 0.03% | +7,888+30.0% | Added |
| Greenleaf Trust | 34,475 | $3.21M | 0.05% | +2,336+7.3% | Added |
| Cetera Advisors LLC | 34,644 | $3.22M | 0.09% | +553+1.6% | Added |
| Prime Capital Investment Advisors, LLC | 34,988 | $3.25M | 0.19% | +5,698+19.5% | Added |
| Armor Investment Advisors, LLC | 35,003 | $3.26M | 2.22% | −3,359−8.8% | Reduced |