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 |
|---|---|---|---|---|---|
| Bickling Financial Services, Inc. | 2,524 | $235.0K | 0.16% | +9+0.4% | Added |
| Calamos Wealth Management LLC | 2,526 | $235.0K | 0.02% | +476+23.2% | Added |
| Hamilton Capital, LLC | 2,537 | $236.0K | 0.02% | +204+8.7% | Added |
| Infrastructure Capital Advisors, LLC | 2,539 | $236.0K | 0.05% | +2,539 | New |
| Gleason Group, Inc. | 2,553 | $237.0K | 0.08% | +24+0.9% | Added |
| Southland Equity Partners LLC | 2,549 | $237.1K | 0.12% | +38+1.5% | Added |
| Horizon Investments, LLC | 2,563 | $238.0K | 0.01% | −8,891−77.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,556 | $238.0K | 0.03% | +2,556 | New |
| Wealth Effects LLC | 2,572 | $239.0K | 0.15% | +10.0% | Added |
| Ritter Daniher Financial Advisory LLC | 2,567 | $239.0K | 0.17% | +2+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 2,578 | $240.0K | 0.09% | −26−1.0% | Reduced |
| Wealthquest Corp | 2,589 | $240.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,582 | $240.0K | 0.07% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,575 | $240.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,585 | $240.0K | 0.03% | +2,585 | New |
| Leonteq Securities AG | 2,586 | $240.6K | 0.01% | −3,654−58.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,600 | $241.0K | 0.10% | +2,600 | New |
| Prostatis Group LLC | 2,595 | $241.4K | 0.28% | +725+38.8% | Added |
| Cedar Brook Financial Partners, LLC | 2,610 | $242.8K | 0.08% | −44−1.7% | Reduced |
| Old Point Trust & Financial Services N A | 2,608 | $243.0K | 0.12% | −217−7.7% | Reduced |
| Mezzasalma Advisors, LLC | 2,607 | $243.0K | 0.19% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,608 | $243.0K | 0.20% | +296+12.8% | Added |
| M. Kraus & Co | 2,610 | $243.0K | 0.10% | +414+18.9% | Added |
| Hartline Investment Corp | 2,608 | $243.0K | 0.20% | +2,608 | New |
| Bender Robert & Associates | 2,626 | $244.0K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,627 | $244.0K | 0.02% | +13+0.5% | Added |
| MBL Wealth, LLC | 2,636 | $245.0K | 0.05% | −1,732−39.7% | Reduced |
| SFMG, LLC | 2,853 | $245.0K | 0.03% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,647 | $246.0K | 0.14% | −11−0.4% | Reduced |
| Cutler Group LP | 2,649 | $246.0K | 0.03% | +2,448+1,217.9% | Added |
| Sanders Morris Harris LLC | 2,650 | $247.0K | 0.06% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,667 | $248.0K | 0.03% | +5+0.2% | Added |
| Alaethes Wealth LLC | 2,662 | $248.0K | 0.18% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 2,680 | $249.0K | 0.19% | +7+0.3% | Added |
| Boston Common Asset Management, LLC | 2,693 | $251.0K | 0.01% | +46+1.7% | Added |
| Balboa Wealth Partners | 2,695 | $251.0K | 0.11% | +2,695 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,712 | $252.0K | 0.00% | +23+0.9% | Added |
| Stokes Family Office, LLC | 2,715 | $253.0K | 0.04% | −28−1.0% | Reduced |
| Fca Corp | 2,719 | $253.0K | 0.11% | +33+1.2% | Added |
| JB Capital LLC | 2,726 | $254.0K | 0.03% | −7,728−73.9% | Reduced |
| Sterling Manor Financial, LLC | 2,728 | $254.0K | 0.31% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,857 | $255.0K | 0.11% | −2,166−43.1% | Reduced |
| Van Cleef Asset Management,Inc | 2,745 | $255.0K | 0.05% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 2,751 | $255.0K | 0.10% | +835+43.6% | Added |
| Vantage Financial Partners, LLC | 2,757 | $256.0K | 0.17% | +13+0.5% | Added |
| Horan Securities, Inc. | 2,748 | $256.0K | 0.16% | +33+1.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,767 | $257.0K | 0.01% | −321−10.4% | Reduced |
| Mainstay Capital Management LLC | 2,799 | $260.0K | 0.07% | 00.0% | Unchanged |
| Inverness Counsel LLC | 2,798 | $260.0K | 0.01% | +781+38.7% | Added |
| Griffin Asset Management, Inc. | 2,808 | $261.0K | 0.04% | +19+0.7% | Added |
| Claraphi Advisory Network, LLC | 2,809 | $261.0K | 0.14% | +352+14.3% | Added |
| Spinnaker Investment Group, LLC | 2,823 | $262.0K | 0.10% | +8+0.3% | Added |
| Towerpoint Wealth, LLC | 2,824 | $263.0K | 0.16% | +100+3.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,846 | $265.0K | 0.00% | −5,134−64.3% | Reduced |
| Northstar Advisory Group, LLC | 2,846 | $265.0K | 0.24% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 2,916 | $265.0K | 0.04% | +4+0.1% | Added |
| Venturi Wealth Management, LLC | 2,867 | $267.0K | 0.03% | −300−9.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,872 | $267.0K | 0.16% | +173+6.4% | Added |
| Adviser Investments LLC | 2,867 | $267.0K | 0.02% | +228+8.6% | Added |
| Reliant Investment Management, LLC | 2,873 | $267.0K | 0.19% | +2,873 | New |
| Grant/GrossMendelsohn, LLC | 2,988 | $269.0K | 0.15% | +227+8.2% | Added |
| Nwam LLC | 2,901 | $270.0K | 0.03% | −68−2.3% | Reduced |
| West Branch Capital LLC | 2,907 | $270.0K | 0.17% | 00.0% | Unchanged |
| Berkshire Bank | 2,903 | $270.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,898 | $270.0K | 0.26% | +101+3.6% | Added |
| EverSource Wealth Advisors, LLC | 2,894 | $270.0K | 0.06% | +359+14.2% | Added |
| McMillion Capital Management Inc | 2,908 | $271.0K | 0.25% | +50+1.7% | Added |
| Graypoint LLC | 2,916 | $271.0K | 0.03% | +2,916 | New |
| Hallmark Capital Management Inc | 2,921 | $272.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,936 | $273.0K | 0.01% | −183−5.9% | Reduced |
| Capital City Trust Co | 2,927 | $273.0K | 0.10% | −175−5.6% | Reduced |
| Nicolet Bankshares Inc | 2,930 | $273.0K | 0.08% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,931 | $273.0K | 0.10% | +93+3.3% | Added |
| Fulcrum Equity Management | 2,946 | $274.0K | 0.23% | +28+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,948 | $274.0K | 0.05% | +152+5.4% | Added |
| Cadinha & Co LLC | 2,980 | $277.0K | 0.09% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,976 | $277.0K | 0.16% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,983 | $277.0K | 0.02% | +82+2.8% | Added |
| Searle & Co. | 3,000 | $279.0K | 0.11% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,000 | $279.0K | 0.35% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,000 | $279.0K | 0.02% | +153+5.4% | Added |
| Old Second National Bank of Aurora | 3,019 | $280.0K | 0.09% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 3,014 | $280.0K | 0.08% | +34+1.1% | Added |
| Summit Asset Management, LLC | 3,022 | $281.0K | 0.09% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,018 | $281.0K | 0.03% | +5+0.2% | Added |
| Allegheny Financial Group LTD | 3,039 | $282.0K | 0.13% | +8+0.3% | Added |
| McRae Capital Management Inc | 3,043 | $283.0K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 3,039 | $283.0K | 0.04% | +10.0% | Added |
| Desjardins Global Asset Management Inc. | 3,037 | $283.0K | 0.04% | +3,037 | New |
| Gryphon Financial Partners LLC | 3,060 | $284.0K | 0.07% | +249+8.9% | Added |
| LSP Investment Advisors, LLC | 3,060 | $285.0K | 0.12% | 00.0% | Unchanged |
| David Loasby | 3,197 | $285.0K | 0.05% | +141+4.6% | Added |
| Burns J W & Co Inc | 3,083 | $287.0K | 0.06% | −16−0.5% | Reduced |
| Proficio Capital Partners LLC | 3,039 | $287.0K | 0.05% | +165+5.7% | Added |
| Letko, Brosseau & Associates Inc | 3,100 | $288.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,097 | $288.0K | 0.03% | 00.0% | Unchanged |
| American Money Management, LLC | 3,111 | $289.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,110 | $289.0K | 0.03% | +26+0.8% | Added |
| Octavia Wealth Advisors, LLC | 3,121 | $290.0K | 0.08% | −26−0.8% | Reduced |
| Asset Advisors Investment Management, LLC | 3,121 | $290.0K | 0.04% | 00.0% | Unchanged |