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 |
|---|---|---|---|---|---|
| Pitcairn Co | 3,114 | $290.0K | 0.03% | +33+1.1% | Added |
| Cladis Investment Advisory, LLC | 3,124 | $290.6K | 0.31% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,133 | $291.0K | 0.03% | −126−3.9% | Reduced |
| Abbrea Capital, LLC | 3,125 | $291.0K | 0.05% | +245+8.5% | Added |
| Meridian Wealth Partners, LLC | 3,147 | $292.0K | 0.07% | +35+1.1% | Added |
| Traphagen Investment Advisors LLC | 3,146 | $292.6K | 0.05% | +366+13.2% | Added |
| Reitz Capital Advisors LLC | 3,145 | $293.0K | 0.27% | −250−7.4% | Reduced |
| Beaton Management Co. Inc. | 3,145 | $293.0K | 0.22% | −56−1.7% | Reduced |
| River Wealth Advisors LLC | 3,152 | $293.0K | 0.06% | −15−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 3,145 | $293.0K | 0.13% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,148 | $293.0K | 0.01% | +154+5.1% | Added |
| Michael B. Yongue | 3,159 | $294.0K | 0.29% | 00.0% | Unchanged |
| First Western Trust Bank | 3,163 | $294.0K | 0.02% | +10.0% | Added |
| 44 Wealth Management LLC | 3,167 | $295.0K | 0.12% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,190 | $297.0K | 0.02% | −8−0.3% | Reduced |
| Bank of Nova Scotia Trust Co | 3,200 | $298.0K | 0.03% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,216 | $299.0K | 0.13% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 3,226 | $300.0K | 0.18% | +17+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 3,232 | $301.0K | 0.13% | +348+12.1% | Added |
| Kraematon Investment Advisors, Inc | 3,251 | $302.0K | 0.39% | −26−0.8% | Reduced |
| Pittenger & Anderson Inc | 3,250 | $302.0K | 0.02% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 3,244 | $302.0K | 0.14% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,258 | $303.0K | 0.16% | +349+12.0% | Added |
| Community Trust & Investment Co | 3,270 | $304.0K | 0.03% | +505+18.3% | Added |
| St. Louis Trust Co | 3,333 | $305.0K | 0.09% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 3,282 | $305.0K | 0.05% | +497+17.8% | Added |
| Schrum Private Wealth Management LLC | 3,295 | $306.0K | 0.39% | −2,631−44.4% | Reduced |
| Keebeck Wealth Management, LLC | 3,285 | $306.0K | 0.06% | +3,285 | New |
| Journey Strategic Wealth LLC | 3,300 | $307.0K | 0.04% | +3,300 | New |
| CRA Financial Services, LLC | 3,312 | $308.0K | 0.11% | −190−5.4% | Reduced |
| Hoylecohen, LLC | 3,308 | $308.0K | 0.03% | −103−3.0% | Reduced |
| StrategIQ Financial Group, LLC | 3,311 | $308.0K | 0.04% | +215+6.9% | Added |
| Bridgeworth, LLC | 3,322 | $309.0K | 0.07% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,337 | $310.0K | 0.18% | −102−3.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,336 | $310.0K | 0.11% | +272+8.9% | Added |
| Summit Trail Advisors, LLC | 3,340 | $311.0K | 0.02% | +433+14.9% | Added |
| Capstone Investment Advisors, LLC | 3,345 | $311.0K | 0.01% | +716+27.2% | Added |
| TD Ameritrade Investment Management, LLC | 3,358 | $312.0K | 0.00% | −810−19.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,360 | $313.0K | 0.18% | −60−1.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,517 | $315.0K | 0.32% | −208−5.6% | Reduced |
| Rossmore Private Capital | 3,383 | $315.0K | 0.06% | +18+0.5% | Added |
| Peachtree Investment Partners, LLC | 3,407 | $317.0K | 0.21% | +98+3.0% | Added |
| Diversified Portfolios, Inc. | 3,403 | $317.0K | 0.09% | +207+6.5% | Added |
| Everhart Financial Group, Inc. | 3,405 | $317.0K | 0.18% | +265+8.4% | Added |
| W.H. Cornerstone Investments Inc. | 3,541 | $317.0K | 0.33% | +3,541 | New |
| McDonough Capital Management, Inc | 3,416 | $318.0K | 0.36% | +143+4.4% | Added |
| Charter Trust Co | 3,428 | $319.0K | 0.03% | +3+0.1% | Added |
| MONECO Advisors, LLC | 3,433 | $319.0K | 0.13% | +12+0.4% | Added |
| Platform Technology Partners | 3,427 | $319.0K | 0.18% | +293+9.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,443 | $320.0K | 0.30% | −69−2.0% | Reduced |
| Apriem Advisors | 3,450 | $321.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,378 | $322.0K | 0.45% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,463 | $322.0K | 0.10% | +45+1.3% | Added |
| Cypress Wealth Services, LLC | 3,641 | $324.0K | 0.11% | +26+0.7% | Added |
| MCF Advisors LLC | 3,482 | $324.0K | 0.04% | −12−0.3% | Reduced |
| Telemus Capital, LLC | 3,485 | $324.0K | 0.03% | +7+0.2% | Added |
| Am Investment Strategies LLC | 3,485 | $324.0K | 0.12% | +7+0.2% | Added |
| Mirador Capital Partners LP | 3,484 | $324.0K | 0.08% | +3,484 | New |
| Childress Capital Advisors, LLC | 3,516 | $326.0K | 0.13% | +158+4.7% | Added |
| Truvestments Capital LLC | 3,518 | $327.0K | 0.21% | −146−4.0% | Reduced |
| Westover Capital Advisors, LLC | 3,530 | $328.0K | 0.13% | −73−2.0% | Reduced |
| Monterey Private Wealth, Inc. | 3,454 | $328.0K | 0.20% | +3,454 | New |
| Resurgent Financial Advisors LLC | 3,529 | $328.0K | 0.23% | +3,529 | New |
| Astoria Portfolio Advisors LLC. | 3,547 | $330.0K | 0.22% | +950+36.6% | Added |
| Samson Rock Capital LLP | 3,546 | $330.0K | 0.25% | +3,546 | New |
| PBMares Wealth Management LLC | 3,569 | $332.0K | 0.14% | −406−10.2% | Reduced |
| Wimmer Associates 1, LLC | 3,577 | $333.0K | 0.22% | −75−2.1% | Reduced |
| Aspiriant, LLC | 3,610 | $335.0K | 0.02% | +14+0.4% | Added |
| Mark Stevens | 3,599 | $335.0K | 0.05% | +267+8.0% | Added |
| Private Capital Management, LLC | 3,602 | $335.0K | 0.05% | +3,602 | New |
| IronBridge Private Wealth, LLC | 3,614 | $336.0K | 0.29% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,635 | $338.0K | 0.10% | −873−19.4% | Reduced |
| Parkside Financial Bank & Trust | 3,631 | $338.0K | 0.11% | +250+7.4% | Added |
| Boston Trust Walden Corp | 3,634 | $338.0K | 0.00% | +351+10.7% | Added |
| Birchcreek Wealth Management, LLC | 3,638 | $338.0K | 0.31% | +753+26.1% | Added |
| Canal Capital Management, LLC | 3,649 | $339.0K | 0.10% | −584−13.8% | Reduced |
| Domani Wealth, LLC | 3,649 | $339.0K | 0.10% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,656 | $340.0K | 0.15% | +226+6.6% | Added |
| Acorn Financial Advisory Services Inc | 3,660 | $341.0K | 0.08% | −329−8.2% | Reduced |
| Detalus Advisors, LLC | 3,681 | $342.0K | 0.21% | +10.0% | Added |
| QVR LLC | 3,682 | $342.0K | 0.31% | +2,382+183.2% | Added |
| Girard Partners Ltd. | 3,702 | $344.0K | 0.05% | −84−2.2% | Reduced |
| Cozad Asset Management Inc | 3,713 | $345.0K | 0.06% | −260−6.5% | Reduced |
| MKT Advisors LLC | 3,710 | $345.0K | 0.30% | −162−4.2% | Reduced |
| Mission Wealth Management, LP | 3,727 | $347.0K | 0.02% | +1,212+48.2% | Added |
| Balyasny Asset Management LLC | 3,728 | $347.0K | 0.00% | +1,595+74.8% | Added |
| Cipher Capital LP | 3,727 | $347.0K | 0.06% | +1,594+74.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,738 | $348.0K | 0.31% | −400−9.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,758 | $349.0K | 0.15% | 00.0% | Unchanged |
| King Wealth | 3,778 | $351.0K | 0.09% | +10.0% | Added |
| Rockland Trust Co | 3,769 | $351.0K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,769 | $351.0K | 0.05% | 00.0% | Unchanged |
| DRW Securities, L.L.C. | 3,782 | $352.0K | 0.11% | +3,782 | New |
| Almanack Investment Partners, LLC. | 3,805 | $354.0K | 0.07% | −166−4.2% | Reduced |
| Destination Wealth Management | 3,842 | $357.0K | 0.02% | −446−10.4% | Reduced |
| Blueprint Investment Partners LLC | 3,834 | $357.0K | 0.10% | +617+19.2% | Added |
| MQS Management LLC | 3,862 | $359.0K | 0.23% | +3,862 | New |
| Washington Trust Advisors, Inc. | 3,871 | $360.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,865 | $360.0K | 0.24% | +201+5.5% | Added |
| Cedrus LLC | 3,880 | $360.9K | 0.34% | +825+27.0% | Added |