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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 1,299,514 | $120.9M | 0.18% | +43,080+3.4% | Added |
| Victory Capital Management Inc | 1,310,043 | $121.9M | 0.14% | +375,231+40.1% | Added |
| Envestnet Asset Management Inc | 1,365,498 | $127.0M | 0.07% | +92,400+7.3% | Added |
| Amundi | 1,389,671 | $130.7M | 0.08% | +393,615+39.5% | Added |
| Dimensional Fund Advisors LP | 1,415,166 | $131.7M | 0.05% | −7,229−0.5% | Reduced |
| UBS Group AG | 1,485,496 | $138.2M | 0.08% | −163,171−9.9% | Reduced |
| Raymond James & Associates | 1,493,835 | $139.0M | 0.14% | +34,432+2.4% | Added |
| Canada Pension Plan Investment Board | 1,494,731 | $139.0M | 0.24% | −86,581−5.5% | Reduced |
| Cohen & Steers, Inc. | 1,540,982 | $143.3M | 0.32% | −825,911−34.9% | Reduced |
| Ameriprise Financial Inc | 1,588,366 | $147.8M | 0.05% | +101,425+6.8% | Added |
| First Trust Advisors LP | 1,588,721 | $147.8M | 0.19% | +28,637+1.8% | Added |
| Capital Wealth Planning, LLC | 1,827,031 | $169.9M | 3.10% | +176,175+10.7% | Added |
| APG Asset Management N.V. | 1,980,827 | $188.1M | 0.49% | −602,956−23.3% | Reduced |
| Cullen Capital Management LLC | 2,201,135 | $204.8M | 2.19% | +44,735+2.1% | Added |
| American Century Companies Inc | 2,235,319 | $207.9M | 0.18% | +62,612+2.9% | Added |
| Nuveen Asset Management, LLC | 2,279,895 | $212.1M | 0.09% | +159,136+7.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,342,222 | $217.9M | 0.18% | −87,993−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 2,509,194 | $233.4M | 0.58% | −211,033−7.8% | Reduced |
| Price T Rowe Associates Inc | 2,622,407 | $243.9M | 0.04% | −4,944,029−65.3% | Reduced |
| UBS Asset Management Americas Inc | 2,747,189 | $255.5M | 0.14% | +45,706+1.7% | Added |
| Neuberger Berman Group LLC | 2,875,520 | $267.7M | 0.28% | +849,278+41.9% | Added |
| Goldman Sachs Group Inc | 3,022,834 | $281.2M | 0.08% | +409,541+15.7% | Added |
| JPMorgan Chase & Co | 3,063,538 | $285.0M | 0.04% | +52,796+1.8% | Added |
| Swiss National Bank | 3,336,600 | $310.4M | 0.22% | −7000.0% | Reduced |
| Wells Fargo & Company | 3,400,076 | $316.3M | 0.11% | +64,885+1.9% | Added |
| State Farm Mutual Automobile Insurance Co | 3,569,308 | $332.0M | 0.40% | +34,072+1.0% | Added |
| Federated Hermes, Inc. | 3,628,254 | $337.5M | 0.99% | +344,053+10.5% | Added |
| Capital World Investors | 3,830,000 | $356.3M | 0.08% | 00.0% | Unchanged |
| Invesco Ltd. | 4,703,924 | $437.6M | 0.14% | +22,062+0.5% | Added |
| California Public Employees Retirement System | 5,463,343 | $508.2M | 0.47% | −185,845−3.3% | Reduced |
| Capital Research Global Investors | 6,259,269 | $582.2M | 0.19% | +3,184+0.1% | Added |
| Bank of New York Mellon Corp | 6,275,891 | $583.8M | 0.14% | −144,526−2.3% | Reduced |
| Bank of America Corp | 6,881,341 | $640.1M | 0.08% | +633,509+10.1% | Added |
| Franklin Resources Inc | 7,143,569 | $664.5M | 0.36% | −2,007,286−21.9% | Reduced |
| Legal & General Group Plc | 7,318,220 | $680.7M | 0.27% | −449,129−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 7,396,738 | $688.0M | 0.25% | +118,394+1.6% | Added |
| Royal Bank of Canada | 8,123,493 | $755.6M | 0.25% | +207,627+2.6% | Added |
| Northern Trust Corp | 8,464,730 | $787.4M | 0.18% | −16,936−0.2% | Reduced |
| Morgan Stanley | 8,981,159 | $835.4M | 0.11% | −406,447−4.3% | Reduced |
| FMR LLC | 9,591,745 | $892.2M | 0.09% | +1,000,374+11.6% | Added |
| Geode Capital Management, LLC | 14,211,471 | $1.32B | 0.20% | +350,550+2.5% | Added |
| Massachusetts Financial Services Co | 20,096,280 | $1.87B | 0.70% | −443,779−2.2% | Reduced |
| Wellington Management Group LLP | 34,057,051 | $3.17B | 0.67% | −1,161,239−3.3% | Reduced |
| State Street Corp | 45,155,130 | $4.20B | 0.27% | +816,427+1.8% | Added |
| BlackRock Inc. | 54,910,595 | $5.11B | 0.17% | +1,109,394+2.1% | Added |
| Vanguard Group Inc | 70,549,902 | $6.56B | 0.19% | +1,035,303+1.5% | Added |
| Sofos Investments, Inc. | 1,674 | – | – | −252−13.1% | Reduced |
| ING Groep NV | 0 | $0 | 0.00% | −101,338−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −51,145−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −49,158−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −42,077−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −36,944−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −27,808−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −26,546−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −23,201−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,778−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −20,525−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −18,124−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −15,187−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −12,820−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −12,698−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −8,386−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −6,493−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,609−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| River & Mercantile Investments Ltd | 0 | $0 | 0.00% | −2,978−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Horan Capital Advisors, LLC. | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Westhampton Capital, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Arkfeld Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Guerra Pan Advisors, LLC | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |