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; 2,492 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
- −24 vs. Q2 2022
- Shares held
- 488.4M
- +706.5K (+0.1%) vs. Q2 2022
- Total value
- $45.4B
- −$6.84B (−13.1%) vs. Q2 2022
- New holders
- 104
- 799 more added
- Sold out
- 128
- 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 484 | $45.0K | 0.00% | +170+54.1% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $47.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 516 | $48.0K | 0.01% | +3+0.6% | Added |
| Altshuler Shaham Ltd | 522 | $50.0K | 0.00% | −35−6.3% | Reduced |
| Canton Hathaway, LLC | 537 | $50.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 548 | $51.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $52.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 577 | $53.0K | 0.02% | +47+8.9% | Added |
| Clearview Wealth Advisors LLC | 575 | $54.0K | 0.04% | −177−23.5% | Reduced |
| Estate Counselors, LLC | 591 | $54.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $54.0K | 0.13% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $54.0K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 596 | $55.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 590 | $55.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 588 | $55.0K | 0.01% | +1+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 590 | $55.0K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 593 | $55.2K | 0.02% | +4+0.7% | Added |
| Laffer Tengler Investments | 596 | $55.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 601 | $56.0K | 0.02% | −1−0.2% | Reduced |
| Private Ocean, LLC | 640 | $59.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $60.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 651 | $61.0K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $62.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 709 | $66.0K | 0.05% | 00.0% | Unchanged |
| Seldon Capital LP | 710 | $66.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 718 | $67.0K | 0.01% | −36−4.8% | Reduced |
| Antonetti Capital Management LLC | 720 | $67.0K | 0.08% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 738 | $68.0K | 0.14% | +738 | New |
| Perkins Coie Trust Co | 761 | $71.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 771 | $71.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 769 | $72.0K | 0.01% | −34−4.2% | Reduced |
| Centerpoint Advisors, LLC | 770 | $72.0K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 749 | $72.0K | 0.06% | +2+0.3% | Added |
| Prestige Wealth Management Group LLC | 790 | $74.0K | 0.02% | +3+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 820 | $76.0K | 0.06% | −213−20.6% | Reduced |
| Manchester Capital Management LLC | 813 | $76.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 816 | $76.0K | 0.02% | +53+6.9% | Added |
| Achmea Investment Management B.V. | 833 | $77.0K | 0.00% | −468−36.0% | Reduced |
| Cranbrook Wealth Management, LLC | 833 | $77.0K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 845 | $79.0K | 0.08% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 889 | $80.0K | 0.05% | +8+0.9% | Added |
| Ellis Investment Partners, LLC | 861 | $80.0K | 0.02% | +5+0.6% | Added |
| American State Bank (Iowa) | 874 | $81.3K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 882 | $82.0K | 0.31% | +5+0.6% | Added |
| Western Pacific Wealth Management, LP | 895 | $83.0K | 0.09% | +507+130.7% | Added |
| WFA Asset Management Corp | 901 | $83.8K | 0.06% | +162+21.9% | Added |
| Core Alternative Capital | 958 | $89.0K | 0.01% | +53+5.9% | Added |
| Goodwin Investment Advisory | 962 | $89.0K | 0.07% | +962 | New |
| TCI Wealth Advisors, Inc. | 990 | $92.0K | 0.01% | −505−33.8% | Reduced |
| Global Trust Asset Management, LLC | 990 | $92.0K | 0.05% | +100+11.2% | Added |
| Cyrus J. Lawrence, LLC | 1,008 | $93.0K | 0.03% | −1,320−56.7% | Reduced |
| Piscataqua Savings Bank | 1,005 | $93.0K | 0.09% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $93.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $95.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,036 | $96.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,035 | $96.0K | 0.00% | +941+1,001.1% | Added |
| Larson Financial Group LLC | 1,058 | $98.0K | 0.01% | +276+35.3% | Added |
| Disciplined Investments, LLC | 1,066 | $99.0K | 0.05% | −20−1.8% | Reduced |
| Cornerstone Management, Inc. | 1,126 | $104.7K | 0.03% | +3+0.3% | Added |
| Cowa, LLC | 1,124 | $105.0K | 0.07% | +1,124 | New |
| PFG Private Wealth Management, LLC | 1,141 | $106.0K | 0.07% | −234−17.0% | Reduced |
| Baystate Wealth Management LLC | 1,143 | $106.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,143 | $106.0K | 0.10% | +542+90.2% | Added |
| AllSquare Wealth Management LLC | 1,182 | $110.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,197 | $111.0K | 0.07% | −78−6.1% | Reduced |
| City State Bank | 1,214 | $113.0K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,230 | $114.0K | 0.09% | −1,155−48.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,228 | $114.0K | 0.00% | +1,228 | New |
| Center for Financial Planning, Inc. | 1,245 | $116.0K | 0.03% | −10−0.8% | Reduced |
| West Bancorporation Inc | 1,250 | $116.0K | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $116.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,283 | $119.0K | 0.06% | +50+4.1% | Added |
| Investors Research Corp | 1,310 | $122.0K | 0.04% | +1,295+8,633.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,318 | $123.0K | 0.02% | −62−4.5% | Reduced |
| Byrne Asset Management LLC | 1,318 | $123.0K | 0.09% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,329 | $124.0K | 0.86% | +1,329 | New |
| Toth Financial Advisory Corp | 1,348 | $125.0K | 0.02% | +49+3.8% | Added |
| Vestor Capital, LLC | 1,353 | $126.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,367 | $127.0K | 0.02% | +1,367 | New |
| Atwood & Palmer Inc | 1,380 | $128.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,375 | $128.0K | 0.04% | +1,375 | New |
| Smithfield Trust Co | 1,409 | $131.0K | 0.01% | −433−23.5% | Reduced |
| Atticus Wealth Management, LLC | 1,226 | $131.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,420 | $132.1K | 0.02% | −17−1.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,443 | $134.0K | 0.13% | +2+0.1% | Added |
| Evoke Wealth, LLC | 1,441 | $134.0K | 0.01% | +106+7.9% | Added |
| TCTC Holdings, LLC | 1,473 | $137.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,489 | $139.0K | 0.00% | −308−17.1% | Reduced |
| New Millennium Group LLC | 1,486 | $139.0K | 0.15% | +9+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 1,502 | $140.0K | 0.03% | +5+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,511 | $141.0K | 0.11% | −48−3.1% | Reduced |
| Alpha Paradigm Partners, LLC | 1,550 | $144.0K | 0.06% | +435+39.0% | Added |
| AlphaMark Advisors, LLC | 1,614 | $150.0K | 0.07% | +3+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 1,634 | $152.0K | 0.03% | +1,634 | New |
| Arrow Financial Corp | 1,640 | $153.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,534 | $158.0K | 0.11% | +1,534 | New |
| First National Advisers, LLC | 1,722 | $160.0K | 0.24% | +1,722 | New |
| Vigilant Capital Management, LLC | 1,766 | $164.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,772 | $164.8K | 0.00% | −17−1.0% | Reduced |
| Knuff & Co LLC | 1,773 | $165.0K | 0.08% | 00.0% | Unchanged |