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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 3,880 | $361.0K | 0.27% | +4+0.1% | Added |
| CFO4Life Group, LLC | 3,881 | $361.0K | 0.10% | −56−1.4% | Reduced |
| Wealthsource Partners, LLC | 3,876 | $361.0K | 0.03% | +41+1.1% | Added |
| Steel Peak Wealth Management LLC | 3,888 | $362.0K | 0.03% | −2,226−36.4% | Reduced |
| First Citizens Financial Corp | 3,897 | $362.0K | 0.36% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,906 | $362.0K | 0.26% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,891 | $362.0K | 0.22% | +23+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 3,901 | $363.0K | 0.03% | −79−2.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,150 | $365.0K | 0.33% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 3,920 | $365.0K | 0.29% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,920 | $365.0K | 0.03% | +28+0.7% | Added |
| DMG Group, LLC | 3,831 | $365.0K | 0.44% | +68+1.8% | Added |
| Darwin Advisors, LLC | 4,132 | $368.0K | 0.09% | −387−8.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,962 | $369.0K | 0.14% | +2+0.1% | Added |
| Flaharty Asset Management, LLC | 3,980 | $370.0K | 0.08% | −398−9.1% | Reduced |
| Greatmark Investment Partners, Inc. | 3,994 | $372.0K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,009 | $373.0K | 0.01% | +1,274+46.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,021 | $374.0K | 0.06% | +215+5.6% | Added |
| Coastal Bridge Advisors, LLC | 4,031 | $375.0K | 0.10% | +4,031 | New |
| United Asset Strategies, Inc. | 4,044 | $376.0K | 0.06% | +450+12.5% | Added |
| Pearl River Capital, LLC | 4,053 | $377.0K | 0.07% | +4,053 | New |
| Marathon Capital Management | 4,063 | $378.0K | 0.11% | −50−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,064 | $378.0K | 0.06% | +10+0.2% | Added |
| Davis R M Inc | 4,091 | $381.0K | 0.01% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,093 | $381.0K | 0.14% | +8+0.2% | Added |
| Revolve Wealth Partners, LLC | 4,096 | $381.0K | 0.13% | +104+2.6% | Added |
| Wilkins Investment Counsel Inc | 4,121 | $383.0K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,131 | $384.0K | 0.33% | −903−17.9% | Reduced |
| Claro Advisors LLC | 3,583 | $384.0K | 0.15% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,135 | $385.0K | 0.21% | +38+0.9% | Added |
| Quantinno Capital Management LP | 4,146 | $386.0K | 0.05% | −129−3.0% | Reduced |
| White Lighthouse Investment Management Inc. | 4,160 | $387.0K | 0.11% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,161 | $387.0K | 0.34% | +197+5.0% | Added |
| Hunter Associates Investment Management LLC | 4,179 | $389.0K | 0.10% | +150+3.7% | Added |
| Quad-Cities Investment Group, LLC | 4,192 | $390.0K | 0.30% | −10.0% | Reduced |
| Arbor Investment Advisors, LLC | 4,199 | $391.0K | 0.09% | −6,774−61.7% | Reduced |
| Accel Wealth Management | 4,030 | $391.0K | 0.21% | +47+1.2% | Added |
| Flagship Harbor Advisors, LLC | 4,201 | $391.0K | 0.05% | +532+14.5% | Added |
| Enlightenment Research, LLC | 4,200 | $391.0K | 0.87% | +4,200 | New |
| Bill Few Associates, Inc. | 4,223 | $392.0K | 0.27% | −91−2.1% | Reduced |
| Cypress Asset Management Inc | 4,220 | $393.0K | 0.15% | −50−1.2% | Reduced |
| Renasant Bank | 4,237 | $394.0K | 0.35% | −90−2.1% | Reduced |
| L.M. Kohn & Company | 4,250 | $396.0K | 0.19% | +20.0% | Added |
| Gilman Hill Asset Management, LLC | 4,279 | $398.0K | 0.09% | −259−5.7% | Reduced |
| Arden Trust Co | 4,287 | $398.0K | 0.10% | −174−3.9% | Reduced |
| Field & Main Bank | 4,301 | $400.0K | 0.27% | +196+4.8% | Added |
| CVA Family Office, LLC | 4,301 | $400.0K | 0.11% | +3,135+268.9% | Added |
| Beacon Capital Management, LLC | 3,743 | $402.0K | 0.13% | +2+0.1% | Added |
| Douglas Lane & Associates, LLC | 4,336 | $403.0K | 0.01% | −100−2.3% | Reduced |
| Blue Fin Capital, Inc. | 4,348 | $404.0K | 0.15% | −19−0.4% | Reduced |
| Kepos Capital LP | 4,359 | $405.0K | 0.05% | +57+1.3% | Added |
| Adell Harriman & Carpenter Inc | 4,362 | $405.8K | 0.05% | +300+7.4% | Added |
| Roble, Belko & Company, Inc | 4,364 | $406.0K | 0.10% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 4,382 | $408.0K | 0.62% | +4,382 | New |
| West Paces Advisors Inc. | 4,393 | $408.6K | 0.15% | −15−0.3% | Reduced |
| Sigma Investment Counselors Inc | 4,401 | $409.0K | 0.03% | +10+0.2% | Added |
| Treasure Coast Financial Planning | 4,404 | $410.0K | 0.33% | +10+0.2% | Added |
| KC Investment Advisors, LLC | 4,420 | $411.0K | 0.36% | −80−1.8% | Reduced |
| Norris Perne & French LLP | 4,419 | $411.0K | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,441 | $413.0K | 0.01% | −1,381−23.7% | Reduced |
| SignalPoint Asset Management, LLC | 4,454 | $414.0K | 0.16% | −15−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,458 | $415.0K | 0.04% | −18−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 4,478 | $416.0K | 0.10% | +305+7.3% | Added |
| LVM Capital Management Ltd | 4,484 | $417.0K | 0.06% | −12−0.3% | Reduced |
| Joule Financial, LLC | 4,492 | $418.0K | 0.31% | +339+8.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,500 | $419.0K | 0.24% | +115+2.6% | Added |
| Providence First Trust Co | 4,512 | $420.0K | 0.26% | −549−10.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,520 | $420.0K | 0.39% | −100−2.2% | Reduced |
| St Germain D J Co Inc | 3,933 | $422.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,549 | $423.0K | 0.03% | +56+1.2% | Added |
| Blackston Financial Advisory Group, LLC | 4,555 | $424.0K | 0.30% | −1,100−19.5% | Reduced |
| OneAscent Wealth Management LLC | 4,553 | $424.0K | 0.22% | +225+5.2% | Added |
| Navellier & Associates Inc | 4,580 | $426.0K | 0.09% | −77−1.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,595 | $427.0K | 0.23% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,594 | $427.0K | 0.05% | +295+6.9% | Added |
| Hummer Financial Advisory Services Inc | 4,600 | $428.0K | 0.50% | −124−2.6% | Reduced |
| Prio Wealth Limited Partnership | 4,628 | $430.5K | 0.02% | −18−0.4% | Reduced |
| Means Investment Co., Inc. | 4,644 | $432.0K | 0.09% | +16+0.3% | Added |
| Strategic Wealth Designers | 4,642 | $432.0K | 0.12% | +661+16.6% | Added |
| Vise Technologies, Inc. | 4,656 | $433.0K | 0.16% | +1,811+63.7% | Added |
| Tiemann Investment Advisors, LLC | 4,667 | $434.0K | 0.28% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,671 | $435.0K | 0.02% | −1,193−20.3% | Reduced |
| Apexium Financial, LP | 4,691 | $436.0K | 0.05% | +4,691 | New |
| KLCM Advisors, Inc. | 4,702 | $437.0K | 0.10% | −1,260−21.1% | Reduced |
| Wendell David Associates Inc | 4,697 | $437.0K | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 4,714 | $439.0K | 0.07% | −96−2.0% | Reduced |
| Financial Management Professionals, Inc. | 4,719 | $439.0K | 0.10% | −62−1.3% | Reduced |
| Selective Wealth Management, Inc. | 4,727 | $440.0K | 0.19% | −597−11.2% | Reduced |
| Costello Asset Management, INC | 4,734 | $440.0K | 0.41% | −475−9.1% | Reduced |
| Probity Advisors, Inc. | 4,731 | $440.0K | 0.11% | −413−8.0% | Reduced |
| Edge Capital Group, LLC | 4,730 | $440.0K | 0.04% | +49+1.0% | Added |
| Thrive Capital Management, LLC | 4,731 | $440.0K | 0.30% | +1,825+62.8% | Added |
| Bedel Financial Consulting, Inc. | 4,792 | $442.0K | 0.12% | −10−0.2% | Reduced |
| Sante Capital Fund, LP | 4,751 | $442.0K | 0.90% | +4,751 | New |
| Sunbelt Securities, Inc. | 4,787 | $445.0K | 0.09% | −10.0% | Reduced |
| Symmetry Partners, LLC | 4,781 | $445.0K | 0.03% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 4,810 | $447.0K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,803 | $447.0K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 4,805 | $447.0K | 0.07% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 4,803 | $447.0K | 0.17% | +4,803 | New |