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
- −23 vs. Q2 2022
- Shares held
- 488.4M
- +708.5K (+0.1%) vs. Q2 2022
- Total value
- $45.4B
- −$6.84B (−13.1%) vs. Q2 2022
- New holders
- 104
- 799 more added
- Sold out
- 127
- 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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 7,697 | $716.0K | 0.18% | +409+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 7,697 | $716.0K | 0.10% | +3,723+93.7% | Added |
| Patriot Investment Management Inc. | 7,717 | $717.0K | 0.07% | −234−2.9% | Reduced |
| JT Stratford LLC | 7,731 | $719.0K | 0.26% | −561−6.8% | Reduced |
| Capital Square, LLC | 7,730 | $719.0K | 0.65% | +473+6.5% | Added |
| NorthRock Partners, LLC | 7,749 | $721.0K | 0.08% | −351−4.3% | Reduced |
| Abacus Planning Group, Inc. | 7,757 | $722.0K | 0.22% | −715−8.4% | Reduced |
| Wulff, Hansen & Co. | 7,765 | $722.0K | 0.90% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,787 | $724.0K | 0.39% | +44+0.6% | Added |
| Center For Asset Management LLC | 7,792 | $725.0K | 0.72% | +1,046+15.5% | Added |
| 55I, LLC | 7,802 | $725.0K | 0.02% | +5,226+202.9% | Added |
| Moneta Group Investment Advisors LLC | 7,805 | $726.0K | 0.03% | −562−6.7% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $734.0K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 7,908 | $736.0K | 0.11% | −340−4.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,897 | $736.0K | 0.24% | +5,539+234.9% | Added |
| Continuum Advisory, LLC | 7,930 | $738.0K | 0.13% | −373−4.5% | Reduced |
| Segment Wealth Management, LLC | 7,938 | $738.0K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 7,929 | $738.0K | 0.09% | +191+2.5% | Added |
| Keystone Financial Group | 7,935 | $738.0K | 0.15% | +962+13.8% | Added |
| Agate Pass Investment Management, LLC | 7,946 | $739.0K | 0.56% | −100−1.2% | Reduced |
| Investment Management of Virginia LLC | 7,962 | $740.0K | 0.16% | 00.0% | Unchanged |
| Trust Co of Virginia | 7,976 | $742.0K | 0.09% | −427−5.1% | Reduced |
| Doheny Asset Management | 7,986 | $743.0K | 0.74% | +7,986 | New |
| Element Capital Management LLC | 8,019 | $746.0K | 0.36% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,030 | $747.0K | 0.08% | +79+1.0% | Added |
| Washington Trust Co | 8,041 | $748.0K | 0.04% | +265+3.4% | Added |
| Pendal Group Limited | 8,059 | $750.0K | 0.01% | +4,391+119.7% | Added |
| Fulton Breakefield Broenniman LLC | 8,077 | $751.0K | 0.07% | +550+7.3% | Added |
| Conning Inc. | 8,085 | $752.0K | 0.03% | −798−9.0% | Reduced |
| Grimes & Company, Inc. | 8,078 | $752.0K | 0.04% | −387−4.6% | Reduced |
| Quantbot Technologies LP | 8,086 | $752.0K | 0.06% | +8,086 | New |
| Equitable Trust Co | 8,148 | $758.0K | 0.06% | +1,482+22.2% | Added |
| Sequoia Financial Advisors, LLC | 8,155 | $759.0K | 0.02% | −1,393−14.6% | Reduced |
| Foundations Investment Advisors, LLC | 8,161 | $759.0K | 0.03% | +1,857+29.5% | Added |
| Widmann Financial Services, Inc. | 8,176 | $760.5K | 0.84% | −37−0.5% | Reduced |
| High Net Worth Advisory Group LLC | 8,203 | $763.0K | 0.33% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 8,252 | $768.0K | 0.05% | +1,271+18.2% | Added |
| Clifford Swan Investment Counsel LLC | 8,269 | $769.0K | 0.04% | −200−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 8,271 | $770.0K | 0.04% | −235−2.8% | Reduced |
| Laidlaw Wealth Management LLC | 8,276 | $770.0K | 0.18% | +148+1.8% | Added |
| Scotia Capital Inc. | 8,322 | $774.0K | 0.01% | −658−7.3% | Reduced |
| American Research & Management Co. | 8,330 | $775.0K | 0.21% | 00.0% | Unchanged |
| Dearborn Partners LLC | 8,334 | $775.0K | 0.03% | +268+3.3% | Added |
| Future Financial Wealth Managment LLC | 7,237 | $776.0K | 0.90% | +17+0.2% | Added |
| Venture Visionary Partners LLC | 8,359 | $777.0K | 0.06% | −316−3.6% | Reduced |
| Kingfisher Capital LLC | 8,348 | $777.0K | 0.21% | +174+2.1% | Added |
| Stonnington Group, LLC | 8,738 | $780.0K | 0.22% | −4,800−35.5% | Reduced |
| Quadrant Capital Group LLC | 8,393 | $781.0K | 0.10% | +1,796+27.2% | Added |
| Barnett & Company, Inc. | 8,405 | $782.0K | 0.69% | −400−4.5% | Reduced |
| Whalerock Point Partners, LLC | 8,501 | $791.0K | 0.35% | +690+8.8% | Added |
| Centre Asset Management, LLC | 8,511 | $792.0K | 0.22% | +52+0.6% | Added |
| Equitable Holdings, Inc. | 8,522 | $793.0K | 0.02% | +1,210+16.5% | Added |
| Advisory Alpha, LLC | 8,538 | $794.0K | 0.06% | −2,386−21.8% | Reduced |
| ARS Investment Partners, LLC | 8,555 | $796.0K | 0.11% | +8,555 | New |
| MidWestOne Financial Group, Inc. | 8,589 | $798.0K | 0.20% | −551−6.0% | Reduced |
| Stableford Capital II LLC | 9,034 | $799.0K | 0.39% | +556+6.6% | Added |
| Hodges Capital Management Inc. | 8,654 | $805.0K | 0.13% | −275−3.1% | Reduced |
| Keudell/Morrison Wealth Management | 8,703 | $810.0K | 0.30% | +456+5.5% | Added |
| First Personal Financial Services | 8,742 | $813.0K | 0.24% | −216−2.4% | Reduced |
| Perigon Wealth Management, LLC | 8,737 | $813.0K | 0.07% | +550+6.7% | Added |
| Aldebaran Financial Inc. | 8,700 | $815.0K | 0.94% | +230+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 8,818 | $820.0K | 0.48% | +231+2.7% | Added |
| Independence Bank of Kentucky | 8,830 | $821.0K | 0.40% | −243−2.7% | Reduced |
| Bank of New Hampshire | 8,842 | $822.0K | 0.26% | −65−0.7% | Reduced |
| Summit X, LLC | 8,909 | $824.0K | 0.24% | −2,602−22.6% | Reduced |
| Madden Securities Corp | 8,919 | $830.0K | 0.50% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,924 | $830.0K | 0.09% | +606+7.3% | Added |
| Assetmark, Inc | 8,962 | $834.0K | 0.00% | +8,554+2,096.6% | Added |
| StoneX Group Inc. | 8,974 | $834.7K | 0.11% | +522+6.2% | Added |
| First National Bank & Trust Co of Newtown | 8,972 | $835.0K | 0.20% | −50−0.6% | Reduced |
| My Legacy Advisors, LLC | 9,618 | $835.0K | 0.42% | +1,580+19.7% | Added |
| Coastal Investment Advisors, Inc. | 8,996 | $837.0K | 0.22% | +49+0.5% | Added |
| Trustcore Financial Services, LLC | 9,003 | $837.0K | 0.08% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 9,000 | $837.0K | 0.08% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 9,005 | $838.3K | 0.97% | +275+3.2% | Added |
| Confluence Wealth Services, Inc. | 9,061 | $842.0K | 0.36% | −3,510−27.9% | Reduced |
| Marcum Wealth, LLC | 9,064 | $843.0K | 0.13% | +623+7.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,066 | $843.3K | 0.08% | +9,066 | New |
| HM Payson & Co | 9,081 | $845.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,089 | $845.0K | 0.02% | +24+0.3% | Added |
| Doyle Wealth Management | 9,089 | $845.0K | 0.07% | +248+2.8% | Added |
| Gradient Investments LLC | 9,088 | $845.0K | 0.03% | +1,428+18.6% | Added |
| Neville Rodie & Shaw Inc | 9,128 | $849.0K | 0.08% | −2,966−24.5% | Reduced |
| First National Bank of South Miami | 9,131 | $849.0K | 0.66% | −800−8.1% | Reduced |
| RSM US Wealth Management LLC | 9,178 | $854.0K | 0.05% | −2,630−22.3% | Reduced |
| Delta Financial Advisors LLC | 9,176 | $854.0K | 0.45% | +110+1.2% | Added |
| HRT Financial LP | 9,249 | $860.0K | 0.01% | +9,249 | New |
| SeaCrest Wealth Management, LLC | 9,258 | $861.0K | 0.13% | −1,331−12.6% | Reduced |
| Bryn Mawr Trust Co | 9,269 | $862.0K | 0.04% | −158−1.7% | Reduced |
| Whittier Trust Co | 9,278 | $863.0K | 0.02% | −118−1.3% | Reduced |
| Logan Capital Management Inc | 9,302 | $865.0K | 0.05% | +791+9.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,298 | $866.0K | 1.06% | +11+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 9,330 | $867.8K | 0.10% | +56+0.6% | Added |
| Beech Hill Advisors, Inc. | 9,355 | $870.0K | 0.50% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,353 | $870.0K | 0.09% | +982+11.7% | Added |
| Wealthcare Advisory Partners LLC | 9,403 | $875.0K | 0.05% | +4,592+95.4% | Added |
| Busey Wealth Management | 9,435 | $877.0K | 0.04% | +55+0.6% | Added |
| Glenview Trust Co | 9,441 | $878.0K | 0.03% | −476−4.8% | Reduced |
| Cigna Investments Inc | 9,478 | $881.0K | 0.20% | −407−4.1% | Reduced |
| Fiduciary Group LLC | 9,153 | $889.0K | 0.12% | +159+1.8% | Added |