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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 6,075 | $565.0K | 0.05% | −400−6.2% | Reduced |
| Princeton Capital Management LLC | 6,089 | $566.0K | 0.25% | +10.0% | Added |
| Aspen Investment Management Inc | 6,120 | $569.0K | 0.38% | 00.0% | Unchanged |
| Corsicana & Co. | 6,118 | $569.0K | 0.48% | +260+4.4% | Added |
| Maven Securities LTD | 6,118 | $569.0K | 0.03% | +6,118 | New |
| Intercontinental Wealth Advisors, LLC | 6,148 | $572.0K | 0.18% | −135−2.1% | Reduced |
| Sandbox Financial Partners, LLC | 6,148 | $572.0K | 0.42% | +7+0.1% | Added |
| Old Port Advisors | 6,102 | $574.0K | 0.23% | +271+4.6% | Added |
| Mitchell Sinkler & Starr | 6,183 | $575.0K | 0.22% | −75−1.2% | Reduced |
| Archford Capital Strategies, LLC | 6,177 | $575.0K | 0.15% | +196+3.3% | Added |
| Quent Capital, LLC | 6,192 | $576.0K | 0.12% | +10.0% | Added |
| Salomon & Ludwin, LLC | 6,195 | $576.0K | 0.09% | +4,014+184.0% | Added |
| Colonial River Wealth Management, LLC | 6,219 | $578.0K | 0.40% | +41+0.7% | Added |
| Monetary Management Group Inc | 6,233 | $580.0K | 0.19% | 00.0% | Unchanged |
| Burney Co | 6,239 | $580.0K | 0.03% | +583+10.3% | Added |
| Garner Asset Management Corp | 6,280 | $584.0K | 0.31% | −2,767−30.6% | Reduced |
| OmniStar Financial Group, Inc. | 6,300 | $586.0K | 0.70% | −251−3.8% | Reduced |
| Archer Investment Corp | 6,310 | $587.0K | 0.25% | +8+0.1% | Added |
| Bowen Hanes & Co Inc | 6,312 | $587.0K | 0.02% | −1,717−21.4% | Reduced |
| Powers Advisory Group, LLC | 6,320 | $588.0K | 0.47% | +86+1.4% | Added |
| Kanawha Capital Management LLC | 6,360 | $592.0K | 0.06% | −129−2.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,403 | $596.0K | 0.20% | +355+5.9% | Added |
| Dorsey & Whitney Trust CO LLC | 6,423 | $597.0K | 0.06% | +263+4.3% | Added |
| Wealth Management Associates, Inc. | 6,418 | $597.0K | 0.42% | 00.0% | Unchanged |
| Family Management Corp | 6,453 | $600.0K | 0.16% | −167−2.5% | Reduced |
| Capital Advisors Inc | 6,940 | $603.0K | 0.02% | +142+2.1% | Added |
| CoreCap Advisors, LLC | 6,503 | $605.0K | 0.05% | +468+7.8% | Added |
| Blueshift Asset Management, LLC | 6,510 | $606.0K | 0.13% | +6,510 | New |
| International Assets Investment Management, LLC | 6,533 | $608.0K | 0.13% | +1,001+18.1% | Added |
| V Wealth Advisors LLC | 6,541 | $609.0K | 0.12% | +124+1.9% | Added |
| Eudaimonia Advisors LLC | 6,588 | $613.0K | 0.44% | −234−3.4% | Reduced |
| Ropes Wealth Advisors LLC | 6,594 | $613.0K | 0.13% | +1,311+24.8% | Added |
| Compass Financial Advisors LLC | 6,623 | $616.0K | 0.92% | +50+0.8% | Added |
| Endurance Wealth Management, Inc. | 6,698 | $623.0K | 0.10% | +425+6.8% | Added |
| PFG Advisors | 6,754 | $628.0K | 0.07% | +414+6.5% | Added |
| Marietta Investment Partners LLC | 6,747 | $632.0K | 0.19% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 6,829 | $635.0K | 0.29% | +614+9.9% | Added |
| Essex Savings Bank | 6,838 | $636.0K | 0.25% | +383+5.9% | Added |
| Summit Financial Group Inc | 6,858 | $638.0K | 0.26% | +234+3.5% | Added |
| Mather Group, LLC. | 6,865 | $639.0K | 0.01% | +299+4.6% | Added |
| Hengehold Capital Management LLC | 6,888 | $641.0K | 0.10% | +486+7.6% | Added |
| Wedmont Private Capital | 6,890 | $641.0K | 0.13% | +802+13.2% | Added |
| Investment Advisory Services Inc | 6,903 | $642.0K | 0.38% | −897−11.5% | Reduced |
| Stockman Wealth Management, Inc. | 6,899 | $642.0K | 0.17% | −61−0.9% | Reduced |
| RB Capital Management, LLC | 6,903 | $642.0K | 0.25% | +1,139+19.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 6,936 | $645.2K | 0.17% | +19+0.3% | Added |
| Bigelow Investment Advisors, LLC | 6,954 | $647.0K | 0.39% | +983+16.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,964 | $648.0K | 0.19% | −3,157−31.2% | Reduced |
| John G Ullman & Associates Inc | 6,969 | $648.0K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,965 | $648.0K | 0.06% | +38+0.5% | Added |
| Henshaw Capital LLC | 6,971 | $648.5K | 0.05% | −114−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 6,979 | $649.0K | 0.02% | +115+1.7% | Added |
| EPG Wealth Management LLC | 6,982 | $650.0K | 0.27% | +351+5.3% | Added |
| InTrack Investment Management Inc | 7,007 | $652.0K | 0.72% | +7,007 | New |
| Front Row Advisors LLC | 7,019 | $653.0K | 0.34% | −85−1.2% | Reduced |
| Wipfli Financial Advisors LLC, | 7,025 | $653.0K | 0.05% | +7,025 | New |
| Albion Financial Group | 7,046 | $655.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,055 | $656.3K | 0.06% | +1,837+35.2% | Added |
| Retirement Planning Co of New England, Inc. | 7,083 | $658.0K | 0.48% | +34+0.5% | Added |
| HBK Sorce Advisory LLC | 7,069 | $658.0K | 0.04% | +368+5.5% | Added |
| Carret Asset Management, LLC | 7,088 | $659.0K | 0.10% | +10.0% | Added |
| Ninepoint Partners LP | 7,084 | $659.0K | 0.11% | +7,084 | New |
| Cornerstone Advisory, LLC | 7,098 | $660.0K | 0.15% | +1,544+27.8% | Added |
| Adalta Capital Management LLC | 7,106 | $661.0K | 0.47% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,104 | $661.0K | 0.07% | +397+5.9% | Added |
| Pathstone Family Office, LLC | 7,087 | $662.5K | 0.01% | +2,976+72.4% | Added |
| Cross Staff Investments Inc | 7,123 | $663.0K | 0.74% | 00.0% | Unchanged |
| BFSG, LLC | 7,135 | $664.0K | 0.14% | +1,380+24.0% | Added |
| Garrett Investment Advisors LLC | 7,137 | $664.0K | 0.17% | +2,394+50.5% | Added |
| Crestwood Advisors Group LLC | 7,155 | $666.0K | 0.02% | +832+13.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,182 | $668.0K | 0.41% | −1,610−18.3% | Reduced |
| Glen Eagle Advisors, LLC | 7,191 | $668.9K | 0.19% | −136−1.9% | Reduced |
| Cookson Peirce & Co Inc | 7,192 | $669.0K | 0.05% | −427−5.6% | Reduced |
| Pacer Advisors, Inc. | 7,205 | $670.0K | 0.00% | −82,181−91.9% | Reduced |
| Bessemer Group Inc | 7,188 | $670.0K | 0.00% | −886−11.0% | Reduced |
| Washington Capital Management Inc | 7,220 | $671.6K | 0.68% | −140−1.9% | Reduced |
| Waters Parkerson & Co., LLC | 7,278 | $677.0K | 0.05% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 7,274 | $677.0K | 0.38% | +794+12.3% | Added |
| Ategra Capital Management, LLC | 7,282 | $677.4K | 0.36% | −123−1.7% | Reduced |
| WBH Advisory Inc | 7,298 | $679.0K | 0.10% | +7+0.1% | Added |
| Concord Wealth Partners | 7,311 | $680.0K | 0.22% | −445−5.7% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 7,320 | $681.0K | 0.47% | +134+1.9% | Added |
| MEMBERS Trust Co | 7,343 | $683.0K | 0.02% | −56−0.8% | Reduced |
| First Command Bank | 7,378 | $686.0K | 0.10% | +490+7.1% | Added |
| First Command Financial Services, Inc. | 7,378 | $686.0K | 0.10% | +490+7.1% | Added |
| Fund Management at Engine No. 1 LLC | 7,404 | $689.0K | 0.20% | −369−4.7% | Reduced |
| BTR Capital Management Inc | 7,414 | $690.0K | 0.11% | +74+1.0% | Added |
| Caption Management, LLC | 7,425 | $690.0K | 0.12% | +7,425 | New |
| Brandywine Oak Private Wealth LLC | 7,432 | $691.0K | 0.09% | −350−4.5% | Reduced |
| First Heartland Consultants, Inc. | 7,448 | $692.0K | 0.11% | +15+0.2% | Added |
| WealthPlan Investment Management, LLC | 6,994 | $696.0K | 0.05% | +6,994 | New |
| First Financial Corp | 7,505 | $698.0K | 0.47% | −91−1.2% | Reduced |
| Thrive Wealth Management, LLC | 7,542 | $702.0K | 0.25% | +409+5.7% | Added |
| Cornerstone Wealth Management, LLC | 7,562 | $703.0K | 0.08% | +154+2.1% | Added |
| Legacy Wealth Asset Management, LLC | 7,582 | $705.0K | 0.31% | −1,528−16.8% | Reduced |
| Patten Group, Inc. | 7,913 | $705.0K | 0.24% | +692+9.6% | Added |
| Worldquant Millennium Advisors LLC | 7,638 | $710.0K | 0.02% | −15,131−66.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,635 | $710.0K | 0.06% | +566+8.0% | Added |
| Warren Averett Asset Management, LLC | 7,638 | $710.0K | 0.05% | +3,033+65.9% | Added |
| Empowered Funds, LLC | 7,663 | $713.0K | 0.07% | +7,663 | New |