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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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q4 2022

Institutional positions in Duke Energy CORP as of Dec 31, 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
1,822
+113 vs. Q3 2022
Shares held
494.8M
+8.19M (+1.7%) vs. Q3 2022
Total value
$50.9B
+$5.64B (+12.4%) vs. Q3 2022
New holders
204
779 more added
Sold out
91
593 more reduced

38 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,822 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2022: $50.9B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2022.

Institutions holding DUK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.50$00.00%+23+85.2%Added
Level Financial Advisors, Inc.9$1.00K0.00%+9New
Creative Capital Management Investments LLC14$1.00K0.00%+14New
Eagle Bay Advisors LLC17$1.75K0.00%00.0%Unchanged
KB Financial Partners, LLC15$2.00K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC20$2.06K0.00%−177−89.8%Reduced
Corrado Advisors, LLC23$2.36K0.00%+23New
Trifecta Capital Advisors, LLC29$2.99K0.00%+29New
Riggs Asset Managment Co. Inc.30$3.09K0.00%00.0%Unchanged
Gs Investments, Inc.32$3.30K0.00%00.0%Unchanged
Granite FO LLC50$5.00K0.00%+50New
Steward Financial Group LLC49$5.00K0.00%+49New
Red Cedar Capital, LLC58$6.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc63$6.00K0.01%+63New
Ten Capital Wealth Advisors, LLC62$6.38K0.00%−54−46.6%Reduced
MRP Capital Investments, LLC63$6.49K0.01%+63New
My Personal CFO, LLC64$6.59K0.01%+64New
RWM Asset Management, LLC66$6.80K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC67$6.90K0.00%00.0%Unchanged
Winch Advisory Services, LLC68$7.00K0.00%+1+1.5%Added
FWL Investment Management, LLC69$7.11K0.01%+69New
Worth Asset Management, LLC72$7.42K0.01%−97−57.4%Reduced
Interactive Financial Advisors75$7.72K0.00%00.0%Unchanged
Avion Wealth92$8.00K0.00%00.0%Unchanged
Sierra Capital LLC80$8.00K0.00%00.0%Unchanged
Sofos Investments, Inc.103$8.06K0.08%−1,571−93.8%Reduced
Zullo Investment Group, Inc.78$8.06K0.00%+1+1.3%Added
Freedom Wealth Alliance, LLC91$9.37K0.01%+91New
Bourgeon Capital Management LLC93$9.58K0.00%+93New
Northwest Investment Counselors, LLC97$9.99K0.00%+33+51.6%Added
Aua Capital Management, LLC100$10.3K0.01%00.0%Unchanged
Retirement Group, LLC111$11.0K0.01%+11+11.0%Added
Schubert & Co113$11.6K0.01%−23−16.9%Reduced
Raffa Wealth Management, LLC114$11.7K0.00%00.0%Unchanged
Affiance Financial, LLC120$12.4K0.01%+120New
Halpern Financial, Inc.123$12.7K0.00%00.0%Unchanged
Alpha Paradigm Partners, LLC128$13.0K0.01%−1,422−91.7%Reduced
Rise Advisors, LLC128$13.2K0.01%+1+0.8%Added
Delos Wealth Advisors, LLC132$13.6K0.02%00.0%Unchanged
Macroview Investment Management LLC135$13.9K0.02%+2+1.5%Added
Private Ocean, LLC140$14.4K0.00%−500−78.1%Reduced
Financial Synergies Wealth Advisors, Inc.142$14.6K0.00%+129+992.3%Added
Capital Directions Investment Advisors, LLC144$14.8K0.01%+144Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.150$15.0K0.13%−150−50.0%Reduced
Horizons Wealth Management144$15.0K0.01%00.0%Unchanged
Orion Capital Management LLC150$15.4K0.01%00.0%Unchanged
Syverson Strege & Co154$15.9K0.01%+2+1.3%Added
True Wealth Design, LLC159$16.4K0.01%+159New
Harvest Fund Management Co., Ltd167$17.0K0.00%00.0%Unchanged
Cedar Wealth Management, LLC167$17.2K0.01%00.0%Unchanged
Financial Perspectives, Inc168$17.3K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC175$18.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC172$18.0K0.02%+172New
Financial Connections Group, Inc.187$19.0K0.01%00.0%Unchanged
St Germain D J Co Inc4,060$19.1K0.01%+127+3.2%Added
SJS Investment Consulting Inc.188$19.4K0.01%00.0%Unchanged
Financial Freedom, LLC192$19.8K0.01%+192New
Fortis Capital Advisors, LLC192$19.8K0.01%+192New
Spartan Planning & Wealth Management195$20.1K0.03%+193+9,650.0%Added
SOA Wealth Advisors, LLC.197$20.2K0.01%−42−17.6%Reduced
Perritt Capital Management Inc199$20.5K0.01%+199New
Red Tortoise LLC199$20.5K0.01%+199New
JNBA Financial Advisors200$20.6K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC212$21.8K0.03%00.0%Unchanged
Baker Avenue Asset Management, LP225$23.2K0.00%+225New
St. Johns Investment Management Company, LLC226$23.3K0.01%00.0%Unchanged
Burleson & Company, LLC231$23.8K0.01%+106+84.8%Added
Delta Asset Management LLC231$23.8K0.00%+231New
Pacifica Partners Inc.231$24.0K0.02%00.0%Unchanged
Operose Advisors LLC239$24.6K0.01%00.0%Unchanged
Highlander Capital Management, LLC252$26.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc253$26.1K0.01%+60+31.1%Added
Eukles Asset Management260$27.0K0.02%00.0%Unchanged
Cornerstone Planning Group LLC267$27.3K0.01%+267New
Legend Financial Advisors, Inc.266$27.4K0.02%00.0%Unchanged
EWG Elevate Inc.271$27.9K0.01%+271New
Richard W. Paul & Associates, LLC280$28.8K0.01%+280New
TSFG, LLC278$29.0K0.01%+2+0.7%Added
WJ Interests, LLC283$29.1K0.02%+283New
Riverview Trust Co294$30.0K0.03%−849−74.3%Reduced
PFS Partners, LLC298$30.7K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC299$30.8K0.02%00.0%Unchanged
Global Wealth Strategies & Associates317$32.6K0.02%+317New
Clear Perspectives Financial Planning, LLC319$32.9K0.02%−3−0.9%Reduced
Westwood Holdings Group Inc.333$34.0K0.00%+333New
Arlington Partners LLC332$34.2K0.01%00.0%Unchanged
Tortoise Investment Management, LLC334$34.4K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.336$34.6K0.00%−61−15.4%Reduced
Covestor Ltd342$35.0K0.03%−3−0.9%Reduced
Lipe & Dalton343$35.0K0.02%+100+41.2%Added
Ameliora Wealth Management Ltd.350$36.0K0.02%00.0%Unchanged
American National Bank357$37.0K0.01%−23−6.1%Reduced
Mascoma Wealth Management LLC362$37.3K0.01%00.0%Unchanged
WR Wealth Planners, LLC366$37.7K0.02%−44−10.7%Reduced
Acima Private Wealth, LLC368$37.9K0.02%00.0%Unchanged
Retirement Financial Solutions, LLC371$38.2K0.03%+371New
Advanced Asset Management Advisors Inc387$39.8K0.01%+387New
McIlrath & Eck, LLC392$40.4K0.01%−7−1.8%Reduced
One Wealth Advisors, LLC395$40.7K0.01%+395New
TD Capital Management LLC396$40.7K0.01%+4+1.0%Added