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 |
|---|---|---|---|---|---|
| Eliot Finkel Investment Counsel, LLC | 56,179 | $5.23M | 3.87% | −180−0.3% | Reduced |
| Atria Investments LLC | 56,406 | $5.25M | 0.12% | −431−0.8% | Reduced |
| Dean Investment Associates, LLC | 56,405 | $5.25M | 1.07% | +1,050+1.9% | Added |
| Avantax Advisory Services, Inc. | 56,668 | $5.27M | 0.08% | +4,752+9.2% | Added |
| New England Asset Management Inc | 57,483 | $5.35M | 0.09% | +6,243+12.2% | Added |
| Alaska Permanent Fund Corp | 57,649 | $5.36M | 0.10% | +8,270+16.7% | Added |
| Estabrook Capital Management | 57,731 | $5.37M | 1.00% | −217−0.4% | Reduced |
| Advisory Services Network, LLC | 57,789 | $5.38M | 0.19% | −5,198−8.3% | Reduced |
| Brown Advisory Inc | 57,906 | $5.39M | 0.01% | +6,473+12.6% | Added |
| Insight Folios Inc | 58,211 | $5.42M | 2.76% | +2,095+3.7% | Added |
| Eagle Global Advisors LLC | 58,279 | $5.42M | 0.41% | +711+1.2% | Added |
| Beacon Financial Group | 57,450 | $5.46M | 0.85% | −464−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 58,985 | $5.49M | 0.08% | −1,404−2.3% | Reduced |
| Man Group plc | 59,112 | $5.50M | 0.03% | – | – |
| Walleye Capital LLC | 59,301 | $5.52M | 0.13% | +23,396+65.2% | Added |
| Alerus Financial NA | 59,318 | $5.52M | 0.55% | +549+0.9% | Added |
| Capital Investment Advisory Services, LLC | 59,416 | $5.53M | 0.72% | +2,090+3.6% | Added |
| Maryland State Retirement & Pension System | 59,559 | $5.54M | 0.46% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 59,676 | $5.55M | 0.38% | −26,202−30.5% | Reduced |
| Vontobel Holding Ltd. | 59,825 | $5.57M | 0.06% | +59,825 | New |
| Kentucky Retirement Systems | 60,272 | $5.61M | 0.24% | +3,131+5.5% | Added |
| Clarity Financial LLC | 61,173 | $5.69M | 1.33% | −19,353−24.0% | Reduced |
| BCM Advisors, LLC | 60,837 | $5.72M | 1.68% | +200+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 61,796 | $5.75M | 0.04% | +61,796 | New |
| Camden National Bank | 61,984 | $5.77M | 1.29% | +450+0.7% | Added |
| Raymond James Trust N.A. | 62,397 | $5.80M | 0.22% | −2,557−3.9% | Reduced |
| Farmers Trust Co | 62,390 | $5.80M | 1.45% | +17,908+40.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 62,422 | $5.81M | 0.13% | +3,308+5.6% | Added |
| Securian Asset Management, Inc | 62,748 | $5.84M | 0.17% | −13,584−17.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 63,064 | $5.87M | 1.47% | +2,441+4.0% | Added |
| Intact Investment Management Inc. | 63,300 | $5.89M | 0.19% | 00.0% | Unchanged |
| Central Trust Co | 63,358 | $5.89M | 0.20% | +658+1.0% | Added |
| Cetera Investment Advisers | 63,516 | $5.91M | 0.12% | −7,487−10.5% | Reduced |
| Novare Capital Management LLC | 63,651 | $5.92M | 0.76% | +6,292+11.0% | Added |
| Atria Wealth Solutions, Inc. | 63,807 | $5.94M | 0.10% | +5,159+8.8% | Added |
| Capital Investment Advisors, LLC | 63,974 | $5.95M | 0.20% | +913+1.4% | Added |
| National Asset Management, Inc. | 65,246 | $6.07M | 0.18% | +44,965+221.7% | Added |
| Tompkins Financial Corp | 66,133 | $6.15M | 1.04% | −468−0.7% | Reduced |
| Cincinnati Casualty Co | 66,300 | $6.17M | 4.33% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66,876 | $6.22M | 0.32% | +3,993+6.3% | Added |
| Snowden Capital Advisors LLC | 67,149 | $6.25M | 0.28% | −1,166−1.7% | Reduced |
| First Citizens Bank & Trust Co | 67,716 | $6.30M | 0.21% | −4,351−6.0% | Reduced |
| Summit Global Investments | 68,174 | $6.34M | 0.59% | −23,964−26.0% | Reduced |
| First PREMIER Bank | 68,336 | $6.36M | 2.07% | −281−0.4% | Reduced |
| Strategic Advisors LLC | 68,343 | $6.36M | 1.41% | +603+0.9% | Added |
| Fayez Sarofim & Co | 69,231 | $6.44M | 0.03% | +4,442+6.9% | Added |
| Walleye Trading LLC | 69,402 | $6.46M | 0.21% | +57,602+488.2% | Added |
| Anchor Investment Management, LLC | 69,880 | $6.50M | 1.01% | −1,474−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 70,160 | $6.53M | 0.05% | +31,740+82.6% | Added |
| Greystone Financial Group, LLC | 70,320 | $6.54M | 2.22% | −4,619−6.2% | Reduced |
| Coann Capital LLC | 71,495 | $6.65M | 4.08% | +71,495 | New |
| Virginia Retirement Systems Et Al | 71,600 | $6.66M | 0.08% | +71,600 | New |
| Biondo Investment Advisors, LLC | 71,049 | $6.68M | 1.54% | +996+1.4% | Added |
| Churchill Management Corp | 71,990 | $6.70M | 0.18% | +2,723+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 72,168 | $6.71M | 0.06% | −62,099−46.3% | Reduced |
| Stephens Inc | 72,670 | $6.76M | 0.14% | +11,402+18.6% | Added |
| Commerzbank Aktiengesellschaft | 73,058 | $6.80M | 0.50% | +14,438+24.6% | Added |
| Glenmede Trust Co NA | 73,297 | $6.82M | 0.04% | +487+0.7% | Added |
| GWM Advisors LLC | 73,299 | $6.82M | 0.11% | +6,863+10.3% | Added |
| Colony Group LLC | 73,321 | $6.82M | 0.12% | +60,590+475.9% | Added |
| MUFG Americas Holdings Corp | 73,359 | $6.82M | 0.17% | −453−0.6% | Reduced |
| Hartford Investment Management Co | 73,424 | $6.83M | 0.22% | −595−0.8% | Reduced |
| Xponance, Inc. | 73,442 | $6.83M | 0.13% | +12,683+20.9% | Added |
| Welch & Forbes LLC | 74,259 | $6.91M | 0.13% | −4,160−5.3% | Reduced |
| Holocene Advisors, LP | 74,983 | $6.97M | 0.04% | +32,081+74.8% | Added |
| SG Americas Securities, LLC | 75,763 | $7.05M | 0.11% | −3,601−4.5% | Reduced |
| British Columbia Investment Management Corp | 76,172 | $7.09M | 0.08% | −13,069−14.6% | Reduced |
| Philadelphia Trust Co | 77,061 | $7.17M | 0.81% | +1,590+2.1% | Added |
| Patten & Patten Inc | 77,822 | $7.24M | 0.69% | −935−1.2% | Reduced |
| Jackson Wealth Management, LLC | 78,196 | $7.27M | 1.43% | +47,699+156.4% | Added |
| O'Shaughnessy Asset Management, LLC | 78,486 | $7.30M | 0.14% | +1,804+2.4% | Added |
| Smith, Salley & Associates | 78,661 | $7.32M | 0.68% | +336+0.4% | Added |
| Bank of Nova Scotia | 79,318 | $7.38M | 0.02% | −51,065−39.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,431 | $7.39M | 0.01% | +26,081+48.9% | Added |
| Advocate Group LLC | 80,155 | $7.46M | 1.84% | −3,074−3.7% | Reduced |
| Laurel Wealth Advisors LLC | 80,483 | $7.49M | 1.90% | +2,037+2.6% | Added |
| South Dakota Investment Council | 81,384 | $7.57M | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 81,552 | $7.58M | 0.04% | +26,464+48.0% | Added |
| We Are One Seven, LLC | 26,693 | $7.63M | 0.73% | +5,424+25.5% | Added |
| Keybank National Association | 82,196 | $7.65M | 0.04% | +1,998+2.5% | Added |
| Jones Financial Companies LLLP | 83,484 | $7.77M | 0.01% | −871−1.0% | Reduced |
| Prudential PLC | 85,470 | $7.95M | 0.13% | +2,331+2.8% | Added |
| Morgan Dempsey Capital Management LLC | 85,848 | $7.99M | 2.63% | +368+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 86,238 | $8.02M | 1.23% | +2,966+3.6% | Added |
| Private Advisor Group, LLC | 86,467 | $8.04M | 0.09% | +4,621+5.6% | Added |
| D.A. Davidson & Co. | 86,764 | $8.10M | 0.11% | +411+0.5% | Added |
| Bell Bank | 87,340 | $8.12M | 1.04% | +11,176+14.7% | Added |
| Nissay Asset Management Corp | 87,963 | $8.18M | 0.09% | +3,295+3.9% | Added |
| Romano Brothers and Company | 88,542 | $8.22M | 1.33% | +88,542 | New |
| CIBC Private Wealth Group, LLC | 89,144 | $8.29M | 0.02% | +45,531+104.4% | Added |
| Czech National Bank | 89,465 | $8.32M | 0.24% | +89,465 | New |
| Boyer & Corporon Wealth Management, LLC | 90,703 | $8.44M | 3.06% | +555+0.6% | Added |
| South State Corp. | 92,027 | $8.56M | 0.85% | −1,100−1.2% | Reduced |
| Mercer Global Advisors Inc | 92,136 | $8.57M | 0.05% | −6,553−6.6% | Reduced |
| Bogart Wealth, LLC | 92,385 | $8.59M | 0.72% | +12,094+15.1% | Added |
| Linscomb & Williams, Inc. | 94,935 | $8.83M | 0.54% | +934+1.0% | Added |
| Farmers & Merchants Investments Inc | 95,228 | $8.86M | 0.40% | +197+0.2% | Added |
| National Bank of Canada | 94,581 | $8.90M | 0.05% | +305+0.3% | Added |
| Oppenheimer & Co Inc | 97,881 | $9.11M | 0.21% | +4,964+5.3% | Added |
| Brinker Capital Investments, LLC | 98,836 | $9.19M | 0.19% | −2,679−2.6% | Reduced |