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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1,787 | $166.0K | 0.03% | +212+13.5% | Added |
| Stephens Consulting, LLC | 1,787 | $166.2K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,809 | $168.0K | 0.07% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,831 | $170.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,837 | $171.0K | 0.04% | −40−2.1% | Reduced |
| M&R Capital Management Inc | 1,847 | $171.0K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,837 | $171.0K | 0.16% | +437+31.2% | Added |
| Valley National Advisers Inc | 1,917 | $174.0K | 0.04% | +113+6.3% | Added |
| Silvant Capital Management LLC | 1,886 | $175.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $177.0K | 0.11% | +1,900 | New |
| Rock Creek Group, LP | 1,910 | $178.0K | 0.02% | −656−25.6% | Reduced |
| Johnson Financial Group, Inc. | 1,979 | $184.0K | 0.02% | −190−8.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,996 | $186.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,004 | $186.0K | 0.03% | +54+2.8% | Added |
| DuPont Capital Management Corp | 2,005 | $187.0K | 0.01% | −80−3.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,006 | $187.0K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,020 | $188.0K | 0.04% | +149+8.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $190.0K | 0.00% | +2,000 | New |
| Tradition Wealth Management, LLC | 2,055 | $191.0K | 0.03% | +511+33.1% | Added |
| HHM Wealth Advisors, LLC | 2,080 | $193.0K | 0.05% | 00.0% | Unchanged |
| Motco | 2,082 | $194.0K | 0.02% | +51+2.5% | Added |
| GHP Investment Advisors, Inc. | 2,101 | $195.0K | 0.01% | −183−8.0% | Reduced |
| Country Trust Bank | 2,110 | $196.0K | 0.01% | −103−4.7% | Reduced |
| Column Capital Advisors, LLC | 2,108 | $196.0K | 0.04% | +21+1.0% | Added |
| Virtus Investment Advisers, Inc. | 2,104 | $196.0K | 0.09% | +2,104 | New |
| Wealth Advisory Solutions, LLC | 2,168 | $202.0K | 0.06% | −1,201−35.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $202.0K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,170 | $202.0K | 0.26% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,185 | $203.0K | 0.04% | +142+7.0% | Added |
| Charter Oak Capital Management, LLC | 2,188 | $204.0K | 0.03% | −474−17.8% | Reduced |
| Regent Investment Management LLC | 2,190 | $204.0K | 0.06% | −39−1.7% | Reduced |
| Provident Wealth Management, LLC | 2,193 | $204.0K | 0.12% | +10.0% | Added |
| CFM Wealth Partners LLC | 2,188 | $204.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,194 | $204.0K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,198 | $204.0K | 0.15% | +75+3.5% | Added |
| Sonora Investment Management Group, LLC | 1,906 | $204.0K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,213 | $205.0K | 0.03% | −8−0.4% | Reduced |
| Central Bank & Trust Co | 2,199 | $205.0K | 0.04% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,200 | $205.0K | 0.06% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,214 | $206.0K | 0.05% | −30−1.3% | Reduced |
| Trust Co of Oklahoma | 2,225 | $207.0K | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 2,228 | $207.0K | 0.01% | −532−19.3% | Reduced |
| Charter Research & Investment Group, Inc. | 2,225 | $207.0K | 0.21% | −100−4.3% | Reduced |
| Black Diamond Financial, LLC | 2,230 | $207.0K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,231 | $208.0K | 0.05% | +245+12.3% | Added |
| WCG Wealth Advisors LLC | 1,968 | $208.0K | 0.03% | +33+1.7% | Added |
| West Michigan Advisors, LLC | 2,248 | $210.0K | 0.18% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,265 | $211.0K | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,275 | $212.0K | 0.04% | +1,279+128.4% | Added |
| Keeler Thomas Management LLC | 2,286 | $212.0K | 0.11% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,278 | $212.0K | 0.14% | +22+1.0% | Added |
| Chesapeake Wealth Management | 2,292 | $213.0K | 0.10% | −105−4.4% | Reduced |
| LCM Capital Management Inc | 2,305 | $214.0K | 0.23% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,296 | $214.0K | 0.04% | +155+7.2% | Added |
| Bridge Creek Capital Management LLC | 2,307 | $215.0K | 0.09% | −16−0.7% | Reduced |
| Stone Run Capital, LLC | 2,304 | $215.0K | 0.12% | 00.0% | Unchanged |
| Zacks Investment Management | 2,324 | $216.0K | 0.00% | −305−11.6% | Reduced |
| Ledyard National Bank | 2,319 | $216.0K | 0.03% | −150−6.1% | Reduced |
| Lockerman Financial Group, Inc. | 2,318 | $216.0K | 0.62% | −43−1.8% | Reduced |
| Shufro Rose & Co LLC | 2,332 | $217.0K | 0.02% | +51+2.2% | Added |
| Financial Advocates Investment Management | 2,364 | $218.0K | 0.02% | −3,116−56.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,342 | $218.0K | 0.02% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,350 | $219.0K | 0.09% | +2,350 | New |
| Eagle Strategies LLC | 2,356 | $219.0K | 0.11% | +2,356 | New |
| Wealth Quarterback LLC | 2,374 | $221.0K | 0.24% | +15+0.6% | Added |
| Bangor Savings Bank | 2,386 | $222.0K | 0.03% | −26−1.1% | Reduced |
| Essex Investment Management Co LLC | 2,384 | $222.0K | 0.04% | 00.0% | Unchanged |
| American Trust | 2,395 | $223.0K | 0.02% | −80−3.2% | Reduced |
| CapWealth Advisors, LLC | 2,400 | $223.0K | 0.03% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,408 | $224.0K | 0.01% | +167+7.5% | Added |
| Pasadena Private Wealth, LLC | 2,416 | $225.0K | 0.08% | +4+0.2% | Added |
| Royal Capital Wealth Management, LLC | 2,416 | $225.0K | 0.26% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,429 | $226.0K | 0.01% | −466−16.1% | Reduced |
| S&CO Inc | 2,438 | $226.0K | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,433 | $226.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,530 | $226.0K | 0.07% | +683+37.0% | Added |
| tru Independence LLC | 2,439 | $227.0K | 0.08% | −45−1.8% | Reduced |
| TrueWealth Advisors, LLC | 2,437 | $227.0K | 0.11% | +10+0.4% | Added |
| McGowan Group Asset Management, Inc. | 2,450 | $228.0K | 0.04% | −5,839−70.4% | Reduced |
| Klingman & Associates, LLC | 2,448 | $228.0K | 0.02% | −62−2.5% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $228.0K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,460 | $229.0K | 0.05% | −163−6.2% | Reduced |
| Cook Wealth Management Group LLC | 2,515 | $229.0K | 0.25% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,458 | $229.0K | 0.09% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 2,463 | $229.0K | 0.12% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,463 | $229.0K | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,466 | $229.0K | 0.09% | +24+1.0% | Added |
| ACG Wealth | 2,459 | $229.0K | 0.05% | +72+3.0% | Added |
| Greytown Advisors Inc. | 2,473 | $230.0K | 0.14% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,468 | $230.0K | 0.07% | +163+7.1% | Added |
| RNC Capital Management LLC | 2,470 | $230.0K | 0.01% | +173+7.5% | Added |
| Doliver Advisors, LP | 2,485 | $231.0K | 0.09% | −280−10.1% | Reduced |
| Nations Financial Group Inc, | 2,484 | $231.0K | 0.03% | −267−9.7% | Reduced |
| Eads & Heald Wealth Management | 2,492 | $232.0K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $233.0K | 0.15% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,500 | $233.0K | 0.15% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,503 | $233.0K | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,517 | $234.0K | 0.02% | −430−14.6% | Reduced |
| Waddell & Associates, LLC | 2,511 | $234.0K | 0.05% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,531 | $235.0K | 0.05% | −97−3.7% | Reduced |