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 |
|---|---|---|---|---|---|
| Firethorn Wealth Partners, LLC | 4,826 | $449.0K | 0.42% | −134−2.7% | Reduced |
| Gray Wealth Management Inc. | 4,825 | $449.0K | 0.29% | +19+0.4% | Added |
| Gladstone Institutional Advisory LLC | 4,844 | $451.0K | 0.04% | +92+1.9% | Added |
| Heritage Wealth Advisors | 4,853 | $451.4K | 0.03% | −12−0.2% | Reduced |
| Lantz Financial LLC | 4,872 | $453.0K | 0.24% | +49+1.0% | Added |
| Evergreen Capital Management LLC | 4,870 | $453.0K | 0.02% | +2,621+116.5% | Added |
| Visionary Wealth Advisors | 4,881 | $454.0K | 0.05% | +16+0.3% | Added |
| Duncker Streett & Co Inc | 4,927 | $458.0K | 0.12% | +5+0.1% | Added |
| World Equity Group, Inc. | 4,925 | $458.2K | 0.12% | −307−5.9% | Reduced |
| Chicago Trust Co NA | 4,931 | $459.0K | 0.12% | −500−9.2% | Reduced |
| Transform Wealth, LLC | 4,934 | $459.0K | 0.06% | −377−7.1% | Reduced |
| First International Bank & Trust | 4,929 | $459.0K | 0.17% | +1,082+28.1% | Added |
| Lake Street Financial LLC | 4,982 | $463.0K | 0.11% | −100−2.0% | Reduced |
| Guyasuta Investment Advisors Inc | 4,976 | $463.0K | 0.04% | +300+6.4% | Added |
| CWS Financial Advisors, LLC | 4,997 | $465.0K | 0.22% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,018 | $467.0K | 0.28% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 5,013 | $467.0K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 5,045 | $469.0K | 0.14% | 00.0% | Unchanged |
| Associated Banc-Corp | 5,039 | $469.0K | 0.02% | +20.0% | Added |
| Alpha Cubed Investments, LLC | 5,050 | $470.0K | 0.04% | −6,196−55.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,067 | $471.0K | 0.12% | −103−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,066 | $471.0K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,083 | $473.0K | 0.02% | −2,297−31.1% | Reduced |
| Sandy Spring Bank | 5,075 | $473.0K | 0.03% | −343−6.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,099 | $474.0K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 5,108 | $475.0K | 0.17% | +573+12.6% | Added |
| Financial Partners Group, Inc | 5,152 | $479.0K | 0.13% | +20.0% | Added |
| Sentry Investment Management LLC | 5,160 | $480.0K | 0.23% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,176 | $481.0K | 0.35% | −1,000−16.2% | Reduced |
| AlphaCrest Capital Management LLC | 5,174 | $481.0K | 0.03% | +3+0.1% | Added |
| Cannon Financial Strategists, Inc. | 5,177 | $481.6K | 0.19% | −20.0% | Reduced |
| Horizon Financial Services, LLC | 5,184 | $482.0K | 0.43% | −2,222−30.0% | Reduced |
| CMG Global Holdings, LLC | 5,224 | $486.0K | 0.52% | −4−0.1% | Reduced |
| Optas, LLC | 5,227 | $487.0K | 0.21% | +5,227 | New |
| Adirondack Trust Co | 5,245 | $488.0K | 0.27% | +1,380+35.7% | Added |
| Silverlake Wealth Management LLC | 5,248 | $488.1K | 0.33% | +760+16.9% | Added |
| Paradigm Capital Management, LLC | 5,255 | $489.0K | 0.65% | 00.0% | Unchanged |
| Spire Wealth Management | 5,283 | $491.0K | 0.03% | −9,288−63.7% | Reduced |
| Hills Bank & Trust Co | 5,312 | $494.0K | 0.07% | −3,700−41.1% | Reduced |
| Bray Capital Advisors | 5,310 | $494.0K | 0.15% | +30+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 5,319 | $495.0K | 0.13% | −209−3.8% | Reduced |
| Day & Ennis, LLC | 5,359 | $498.0K | 0.21% | +29+0.5% | Added |
| Stratos Wealth Advisors, LLC | 5,388 | $501.0K | 0.05% | −426−7.3% | Reduced |
| Radnor Capital Management, LLC | 5,411 | $503.0K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,429 | $505.0K | 0.08% | +74+1.4% | Added |
| Community Bank, N.A. | 5,464 | $508.0K | 0.08% | +268+5.2% | Added |
| Edgewood Management LLC | 5,468 | $509.0K | 0.00% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,243 | $509.0K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,475 | $509.0K | 0.10% | +1,466+36.6% | Added |
| Walter Public Investments Inc. | 5,500 | $512.0K | 0.18% | +5,500 | New |
| Hexagon Capital Partners LLC | 5,526 | $514.0K | 0.15% | +2,041+58.6% | Added |
| Bard Financial Services, Inc. | 5,535 | $515.0K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 5,542 | $515.0K | 0.17% | +22+0.4% | Added |
| Stephenson National Bank & Trust | 5,549 | $516.0K | 0.36% | +200+3.7% | Added |
| MJP Associates Inc | 5,553 | $517.0K | 0.15% | +378+7.3% | Added |
| Northern Oak Wealth Management Inc | 5,573 | $518.0K | 0.08% | −4,139−42.6% | Reduced |
| Advisors Capital Management, LLC | 5,427 | $518.0K | 0.01% | −2,264−29.4% | Reduced |
| PSI Advisors, LLC | 5,570 | $518.0K | 0.27% | −20.0% | Reduced |
| Hendershot Investments Inc. | 5,583 | $519.0K | 0.10% | −30−0.5% | Reduced |
| Wellington Shields & Co., LLC | 5,579 | $519.0K | 0.23% | +6+0.1% | Added |
| Crewe Advisors LLC | 5,582 | $519.0K | 0.09% | +144+2.6% | Added |
| Foster Victor Wealth Advisors, LLC | 5,716 | $519.0K | 0.08% | +2,114+58.7% | Added |
| Lazard Asset Management LLC | 5,598 | $520.0K | 0.00% | −47,145−89.4% | Reduced |
| Kovack Advisors, Inc. | 5,593 | $520.0K | 0.08% | −840−13.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,594 | $520.0K | 0.30% | −119−2.1% | Reduced |
| Allen Capital Group, LLC | 5,589 | $520.0K | 0.12% | +470+9.2% | Added |
| Milestone Advisory Partners | 5,609 | $522.0K | 0.39% | +400+7.7% | Added |
| Verity Asset Management, Inc. | 5,623 | $523.1K | 0.54% | +5,623 | New |
| AIA Group Ltd | 5,632 | $524.0K | 0.03% | −3,471−38.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,664 | $526.0K | 0.04% | −754−11.7% | Reduced |
| Boston Financial Mangement LLC | 5,669 | $527.0K | 0.02% | +186+3.4% | Added |
| First Financial Bank - Trust Division | 5,682 | $529.0K | 0.06% | −103−1.8% | Reduced |
| Guardian Investment Management | 5,699 | $530.0K | 0.54% | −9,150−61.6% | Reduced |
| E&G Advisors, LP | 5,700 | $530.0K | 0.20% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,963 | $531.0K | 0.35% | +452+8.2% | Added |
| Phocas Financial Corp. | 5,711 | $531.0K | 0.08% | +560+10.9% | Added |
| Exchange Traded Concepts, LLC | 5,728 | $533.0K | 0.02% | −152−2.6% | Reduced |
| BCGM Wealth Management, LLC | 5,739 | $533.0K | 0.27% | +63+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,732 | $533.0K | 0.13% | −29−0.5% | Reduced |
| Sutton Wealth Advisors Inc. | 5,765 | $536.3K | 0.22% | +1,527+36.0% | Added |
| West Family Investments, Inc. | 5,778 | $537.0K | 0.23% | −629−9.8% | Reduced |
| Fisher Asset Management, LLC | 5,788 | $538.0K | 0.00% | −789−12.0% | Reduced |
| Hancock Whitney Corp | 5,800 | $539.0K | 0.02% | −73−1.2% | Reduced |
| Atlantic Trust, LLC | 5,812 | $541.0K | 0.19% | +110+1.9% | Added |
| Northwest Bancshares, Inc. | 5,825 | $542.0K | 0.13% | −716−10.9% | Reduced |
| Arkadios Wealth Advisors | 5,822 | $542.0K | 0.08% | +931+19.0% | Added |
| ERTS Wealth Advisors, LLC | 5,835 | $543.0K | 0.15% | +12+0.2% | Added |
| Headinvest, LLC | 5,842 | $543.0K | 0.13% | +125+2.2% | Added |
| Elmwood Wealth Management, Inc. | 5,848 | $544.0K | 0.27% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,852 | $544.0K | 0.01% | +3,501+148.9% | Added |
| Investment Partners, Ltd. | 5,864 | $545.0K | 0.16% | +5,864 | New |
| Formidable Asset Management, LLC | 6,029 | $546.0K | 0.13% | +7+0.1% | Added |
| LBMC Investment Advisors, LLC | 5,927 | $551.0K | 0.06% | +10.0% | Added |
| XML Financial, LLC | 5,927 | $551.0K | 0.08% | +3,735+170.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $558.0K | 0.24% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 6,015 | $560.0K | 0.42% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,019 | $560.0K | 0.19% | +222+3.8% | Added |
| Enterprise Financial Services Corp | 6,032 | $561.0K | 0.42% | −9−0.1% | Reduced |
| Hamel Associates, Inc. | 6,034 | $561.0K | 0.22% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,029 | $561.0K | 0.05% | +671+12.5% | Added |