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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 35,056 | $3.26M | 0.19% | +3,747+12.0% | Added |
| Putnam Investments LLC | 35,218 | $3.28M | 0.01% | −5,832−14.2% | Reduced |
| Cerity Partners LLC | 35,606 | $3.31M | 0.04% | +1,871+5.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 35,625 | $3.31M | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 35,644 | $3.31M | 0.14% | +769+2.2% | Added |
| Azimuth Capital Investment Management LLC | 35,712 | $3.32M | 0.18% | −260−0.7% | Reduced |
| Providence Capital Advisors, LLC | 35,709 | $3.32M | 1.00% | +693+2.0% | Added |
| ARGI Investment Services, LLC | 36,121 | $3.36M | 0.12% | −44,883−55.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,130 | $3.36M | 0.19% | +5,339+17.3% | Added |
| Prospera Financial Services Inc | 36,191 | $3.37M | 0.18% | +4,555+14.4% | Added |
| Montag A & Associates Inc | 36,244 | $3.37M | 0.23% | +725+2.0% | Added |
| Ontario Teachers Pension Plan Board | 36,351 | $3.38M | 0.05% | +10,470+40.5% | Added |
| Virtu Financial LLC | 36,549 | $3.40M | 0.31% | +31,339+601.5% | Added |
| Sky Investment Group LLC | 36,873 | $3.43M | 0.89% | +80+0.2% | Added |
| CIBC World Markets Corp | 36,925 | $3.44M | 0.05% | −104,422−73.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,828 | $3.44M | 0.06% | −8,685−19.1% | Reduced |
| Rothschild Investment Corp | 37,048 | $3.45M | 0.34% | −3,100−7.7% | Reduced |
| Ascent Group, LLC | 37,083 | $3.46M | 0.42% | +6,290+20.4% | Added |
| Canandaigua National Corp | 37,157 | $3.46M | 0.61% | −712−1.9% | Reduced |
| Cornerstone Advisors, LLC | 37,200 | $3.46M | 0.17% | +37,200 | New |
| Boston Research & Management Inc | 37,724 | $3.51M | 1.20% | −35−0.1% | Reduced |
| Close Asset Management Ltd | 37,866 | $3.52M | 0.20% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 37,967 | $3.53M | 0.16% | −471−1.2% | Reduced |
| KMG Fiduciary Partners, LLC | 38,154 | $3.55M | 0.68% | +11,992+45.8% | Added |
| Yaupon Capital Management LP | 38,218 | $3.56M | 1.19% | +38,218 | New |
| First Horizon Advisors, Inc. | 38,333 | $3.56M | 0.14% | −2,944−7.1% | Reduced |
| Profund Advisors LLC | 38,447 | $3.58M | 0.26% | +1,038+2.8% | Added |
| Advisors Asset Management, Inc. | 38,496 | $3.58M | 0.07% | +1,877+5.1% | Added |
| Mill Capital Management, LLC | 38,506 | $3.58M | 0.42% | +1,449+3.9% | Added |
| Johnson Investment Counsel Inc | 38,693 | $3.60M | 0.05% | −252−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 38,744 | $3.60M | 0.02% | −200−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,768 | $3.61M | 0.21% | −1,030−2.6% | Reduced |
| Verition Fund Management LLC | 38,899 | $3.62M | 0.05% | +36,185+1,333.3% | Added |
| Soltis Investment Advisors LLC | 39,042 | $3.63M | 0.55% | +5,921+17.9% | Added |
| Squarepoint Ops LLC | 39,113 | $3.64M | 0.03% | +39,113 | New |
| Birmingham Capital Management Co Inc | 39,282 | $3.65M | 1.62% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 39,332 | $3.66M | 1.43% | −80−0.2% | Reduced |
| New Mexico Educational Retirement Board | 39,360 | $3.66M | 0.20% | −3,300−7.7% | Reduced |
| Fulton Bank, N.A. | 39,778 | $3.70M | 0.22% | +2,215+5.9% | Added |
| Siemens Fonds Invest GmbH | 39,815 | $3.70M | 0.43% | +151+0.4% | Added |
| United Fire Group Inc | 40,000 | $3.72M | 2.49% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48,190 | $3.74M | 0.11% | +5,533+13.0% | Added |
| Atlantic Union Bankshares Corp | 40,511 | $3.77M | 0.43% | −3,881−8.7% | Reduced |
| Whitener Capital Management, Inc. | 40,562 | $3.77M | 1.78% | −522−1.3% | Reduced |
| JustInvest LLC | 40,768 | $3.79M | 0.17% | +4,654+12.9% | Added |
| KBC Group NV | 41,074 | $3.82M | 0.02% | +1,147+2.9% | Added |
| CIBC World Markets Inc. | 41,393 | $3.85M | 0.02% | −2,535−5.8% | Reduced |
| Windward Capital Management Co | 41,395 | $3.85M | 0.44% | +280+0.7% | Added |
| Schnieders Capital Management LLC | 41,877 | $3.90M | 1.03% | +4,685+12.6% | Added |
| Crossmark Global Holdings, Inc. | 41,940 | $3.90M | 0.11% | −862−2.0% | Reduced |
| Holderness Investments Co | 41,967 | $3.90M | 1.77% | −223−0.5% | Reduced |
| Benedict Financial Advisors Inc | 42,256 | $3.93M | 1.26% | +742+1.8% | Added |
| Cypress Capital Group | 42,440 | $3.95M | 0.66% | +11,288+36.2% | Added |
| First National Bank of Omaha | 42,872 | $3.99M | 0.26% | −3,702−7.9% | Reduced |
| Constitution Capital LLC | 42,899 | $3.99M | 2.67% | +3,610+9.2% | Added |
| Nordea Investment Management AB | 42,026 | $4.00M | 0.01% | +7,522+21.8% | Added |
| Susquehanna International Group, LLP | 43,045 | $4.00M | 0.01% | −65,625−60.4% | Reduced |
| Chicago Partners Investment Group LLC | 43,849 | $4.04M | 0.29% | −96−0.2% | Reduced |
| Norinchukin Bank, The | 43,472 | $4.04M | 0.08% | +2,097+5.1% | Added |
| Stratos Wealth Partners, LTD. | 43,705 | $4.07M | 0.11% | +5,589+14.7% | Added |
| Beacon Investment Advisory Services, Inc. | 43,851 | $4.08M | 0.22% | −94−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 43,920 | $4.08M | 0.03% | +302+0.7% | Added |
| Stamos Capital Partners, L.P. | 44,350 | $4.13M | 1.05% | +44,350 | New |
| Royal London Asset Management Ltd | 44,793 | $4.17M | 0.02% | +2,161+5.1% | Added |
| Banque Pictet & Cie SA | 44,958 | $4.18M | 0.05% | +7,754+20.8% | Added |
| Jupiter Asset Management Ltd | 45,254 | $4.21M | 0.07% | +37,863+512.3% | Added |
| Metropolitan Life Insurance Co | 45,840 | $4.26M | 0.20% | −532−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 46,357 | $4.31M | 0.03% | −9,596−17.2% | Reduced |
| Colonial Trust Co | 46,503 | $4.33M | 1.38% | +46,503 | New |
| Alpha Omega Wealth Management LLC | 46,699 | $4.34M | 0.83% | −2,509−5.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 46,703 | $4.34M | 0.50% | −749−1.6% | Reduced |
| Park Avenue Securities LLC | 46,847 | $4.36M | 0.09% | +2,043+4.6% | Added |
| Family Legacy, Inc. | 46,918 | $4.36M | 2.19% | +57+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,231 | $4.39M | 0.08% | +1,880+4.1% | Added |
| Beacon Pointe Advisors, LLC | 47,822 | $4.44M | 0.10% | +1,244+2.7% | Added |
| Aull & Monroe Investment Management Corp | 47,918 | $4.46M | 2.44% | 00.0% | Unchanged |
| Sigma Planning Corp | 49,013 | $4.56M | 0.17% | +2,371+5.1% | Added |
| NewSquare Capital LLC | 49,035 | $4.56M | 0.57% | +3,458+7.6% | Added |
| Tufton Capital Management | 49,161 | $4.57M | 1.10% | −23,384−32.2% | Reduced |
| Louisiana State Employees Retirement System | 49,300 | $4.59M | 0.13% | +500+1.0% | Added |
| Wasatch Advisors Inc | 49,850 | $4.64M | 0.03% | +1,043+2.1% | Added |
| Peapack Gladstone Financial Corp | 49,919 | $4.64M | 0.09% | +18,504+58.9% | Added |
| Highland Capital Management, LLC | 49,959 | $4.65M | 0.36% | −130−0.3% | Reduced |
| Zions Bancorporation, N.A. | 50,090 | $4.66M | 0.49% | +4,613+10.1% | Added |
| Founders Financial Alliance, LLC | 50,242 | $4.67M | 2.38% | +23,805+90.0% | Added |
| Daiwa Securities Group Inc. | 50,922 | $4.74M | 0.04% | −608−1.2% | Reduced |
| Pinnacle Financial Partners Inc | 51,448 | $4.79M | 0.17% | −4,828−8.6% | Reduced |
| Semmax Financial Advisors Inc. | 51,925 | $4.79M | 2.03% | +6,937+15.4% | Added |
| HB Wealth Management, LLC | 51,650 | $4.80M | 0.10% | +3,149+6.5% | Added |
| Principal Street Partners, LLC | 51,703 | $4.81M | 1.28% | −2,332−4.3% | Reduced |
| Opus Investment Management Inc | 52,000 | $4.84M | 1.13% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 52,179 | $4.85M | 0.38% | +1,713+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 52,330 | $4.87M | 0.09% | −58−0.1% | Reduced |
| Marco Investment Management LLC | 52,560 | $4.89M | 0.62% | −610−1.1% | Reduced |
| ProVise Management Group, LLC | 52,789 | $4.91M | 0.55% | +1,257+2.4% | Added |
| Strategic Wealth Partners, Ltd. | 53,012 | $4.93M | 1.05% | +1,073+2.1% | Added |
| Guardian Capital LP | 53,466 | $4.97M | 0.17% | −2,050−3.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 54,251 | $5.05M | 0.81% | +1,428+2.7% | Added |
| Moors & Cabot, Inc. | 54,342 | $5.05M | 0.39% | +2,337+4.5% | Added |
| Regions Financial Corp | 54,857 | $5.10M | 0.05% | +564+1.0% | Added |