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; 2,491 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 7,716 | $794.7K | 0.09% | +19+0.2% | Added |
| Great Lakes Retirement, Inc. | 7,725 | $795.6K | 0.20% | +7,725 | New |
| Wulff, Hansen & Co. | 7,725 | $795.6K | 0.97% | −40−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,727 | $795.8K | 0.30% | +145+1.9% | Added |
| Capital Square, LLC | 7,777 | $801.0K | 0.72% | +47+0.6% | Added |
| Optimum Investment Advisors | 7,787 | $802.0K | 0.43% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 7,783 | $802.0K | 1.85% | +7,783 | New |
| Trust Co of Virginia | 7,801 | $803.4K | 0.09% | −175−2.2% | Reduced |
| Investment Management of Virginia LLC | 7,830 | $806.4K | 0.16% | −132−1.7% | Reduced |
| Salomon & Ludwin, LLC | 7,848 | $808.3K | 0.10% | +1,653+26.7% | Added |
| Rainsberger Wealth Advisors, Inc. | 7,879 | $811.5K | 0.52% | +559+7.6% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $812.4K | 0.05% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,892 | $812.8K | 0.81% | +885+12.6% | Added |
| WealthPLAN Partners, LLC | 8,201 | $815.8K | 0.06% | +8,201 | New |
| Perigon Wealth Management, LLC | 7,945 | $818.2K | 0.05% | −792−9.1% | Reduced |
| Quadrant Capital Group LLC | 7,953 | $819.1K | 0.09% | −440−5.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,957 | $819.4K | 0.20% | +1,021+14.7% | Added |
| WealthPlan Investment Management, LLC | 8,201 | $820.4K | 0.06% | +1,207+17.3% | Added |
| Lineweaver Wealth Advisors, LLC | 7,966 | $820.9K | 0.25% | +69+0.9% | Added |
| Keystone Financial Group | 8,006 | $824.5K | 0.16% | +71+0.9% | Added |
| Core Wealth Partners LLC | 4,188 | $826.5K | 1.02% | +4,188 | New |
| Segment Wealth Management, LLC | 8,088 | $833.0K | 0.10% | +150+1.9% | Added |
| Grimes & Company, Inc. | 8,101 | $834.3K | 0.04% | +23+0.3% | Added |
| Gradient Investments LLC | 8,134 | $837.7K | 0.03% | −954−10.5% | Reduced |
| High Net Worth Advisory Group LLC | 8,152 | $839.6K | 0.33% | −51−0.6% | Reduced |
| JT Stratford LLC | 8,191 | $843.6K | 0.27% | +460+6.0% | Added |
| Centre Asset Management, LLC | 8,195 | $844.0K | 0.22% | −316−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,245 | $850.0K | 0.12% | −2,500−23.3% | Reduced |
| Transcend Wealth Collective, LLC | 8,255 | $850.2K | 0.09% | −669−7.5% | Reduced |
| Capital Advisors Inc | 8,278 | $852.5K | 0.02% | +1,338+19.3% | Added |
| Widmann Financial Services, Inc. | 8,329 | $857.8K | 0.90% | +153+1.9% | Added |
| Summit Global Investments | 8,401 | $865.0K | 0.07% | −59,773−87.7% | Reduced |
| Silver Oak Securities, Inc | 8,403 | $865.0K | 0.16% | −3,162−27.3% | Reduced |
| Venture Visionary Partners LLC | 8,461 | $871.4K | 0.06% | +102+1.2% | Added |
| Fund Management at Engine No. 1 LLC | 8,476 | $872.9K | 0.21% | +1,072+14.5% | Added |
| Foster Victor Wealth Advisors, LLC | 8,365 | $879.8K | 0.11% | +2,649+46.3% | Added |
| Ossiam | 8,557 | $881.3K | 0.02% | −20,962−71.0% | Reduced |
| Advisory Alpha, LLC | 8,578 | $883.5K | 0.06% | +40+0.5% | Added |
| MidWestOne Financial Group, Inc. | 8,601 | $885.8K | 0.21% | +12+0.1% | Added |
| Mather Group, LLC. | 8,605 | $886.3K | 0.02% | +1,740+25.3% | Added |
| Laidlaw Wealth Management LLC | 8,615 | $887.2K | 0.19% | +339+4.1% | Added |
| Whalerock Point Partners, LLC | 8,636 | $889.4K | 0.36% | +135+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 8,695 | $895.5K | 0.08% | +618+7.7% | Added |
| Aldebaran Financial Inc. | 8,700 | $896.0K | 1.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,722 | $898.3K | 0.04% | −681−7.2% | Reduced |
| Americana Partners, LLC | 5,896 | $900.3K | 0.16% | −5,396−47.8% | Reduced |
| First Personal Financial Services | 8,747 | $900.9K | 0.24% | +5+0.1% | Added |
| Independence Bank of Kentucky | 8,750 | $901.0K | 0.40% | −80−0.9% | Reduced |
| Madden Securities Corp | 8,769 | $903.1K | 0.48% | −150−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 8,794 | $905.7K | 0.09% | −1,890−17.7% | Reduced |
| Stonnington Group, LLC | 8,638 | $910.8K | 0.25% | −100−1.1% | Reduced |
| Connectus Wealth, LLC | 8,849 | $911.1K | 0.02% | −7,033−44.3% | Reduced |
| Parallel Advisors, LLC | 8,851 | $911.6K | 0.04% | −1,059−10.7% | Reduced |
| Axxcess Wealth Management, LLC | 8,871 | $913.7K | 0.08% | −858−8.8% | Reduced |
| Old Port Advisors | 8,906 | $917.2K | 0.35% | +2,804+46.0% | Added |
| First National Bank & Trust Co of Newtown | 8,912 | $917.8K | 0.21% | −60−0.7% | Reduced |
| HM Payson & Co | 8,934 | $920.1K | 0.02% | −147−1.6% | Reduced |
| Balentine LLC | 8,965 | $923.3K | 0.03% | −8,661−49.1% | Reduced |
| Stableford Capital II LLC | 8,781 | $923.7K | 0.50% | −253−2.8% | Reduced |
| Ethic Inc. | 8,976 | $924.4K | 0.05% | −4,486−33.3% | Reduced |
| Center For Asset Management LLC | 8,997 | $926.6K | 0.86% | +1,205+15.5% | Added |
| Shelton Capital Management | 9,000 | $926.9K | 0.10% | −8,213−47.7% | Reduced |
| Spirit of America Management Corp | 9,000 | $926.9K | 0.21% | −2,000−18.2% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $926.9K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 9,001 | $927.0K | 0.04% | −434−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 9,050 | $932.1K | 0.13% | −208−2.2% | Reduced |
| West Chester Capital Advisors, Inc | 9,062 | $933.3K | 1.86% | −1,541−14.5% | Reduced |
| Delta Financial Advisors LLC | 9,063 | $933.4K | 0.45% | −113−1.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 9,089 | $936.1K | 0.91% | −209−2.2% | Reduced |
| Trustcore Financial Services, LLC | 9,099 | $937.1K | 0.08% | +96+1.1% | Added |
| Bryn Mawr Trust Co | 9,119 | $939.0K | 0.04% | −150−1.6% | Reduced |
| Fiduciary Group LLC | 9,120 | $939.3K | 0.13% | −33−0.4% | Reduced |
| First National Bank of South Miami | 9,131 | $940.0K | 0.70% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,135 | $941.0K | 0.01% | −66,628−87.9% | Reduced |
| Whittier Trust Co | 9,172 | $944.6K | 0.02% | −106−1.1% | Reduced |
| RSM US Wealth Management LLC | 9,210 | $948.5K | 0.05% | +32+0.3% | Added |
| Confluence Wealth Services, Inc. | 9,255 | $953.1K | 0.25% | +194+2.1% | Added |
| Continuum Advisory, LLC | 9,386 | $966.6K | 0.17% | +1,456+18.4% | Added |
| Ancora Advisors, LLC | 9,454 | $974.0K | 0.03% | −699−6.9% | Reduced |
| Keudell/Morrison Wealth Management | 9,466 | $974.9K | 0.31% | +763+8.8% | Added |
| Echo Street Capital Management LLC | 9,466 | $974.9K | 0.01% | +3,614+61.8% | Added |
| Cigna Investments Inc | 9,477 | $976.0K | 0.20% | −10.0% | Reduced |
| Arete Wealth Advisors, LLC | 9,502 | $978.6K | 0.09% | +149+1.6% | Added |
| Madison Asset Management, LLC | 9,519 | $980.0K | 0.02% | −55−0.6% | Reduced |
| Pendal Group Limited | 9,544 | $982.9K | 0.01% | +1,485+18.4% | Added |
| Newbridge Financial Services Group, Inc. | 9,570 | $985.6K | 0.57% | +752+8.5% | Added |
| Horizon Investment Services, LLC | 9,589 | $987.7K | 0.72% | −6−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,644 | $993.2K | 0.10% | +314+3.4% | Added |
| ISAM Funds (UK) Ltd | 9,700 | $999.0K | 2.99% | +9,700 | New |
| Beech Hill Advisors, Inc. | 9,705 | $999.5K | 0.56% | +350+3.7% | Added |
| Trustmark National Bank Trust Department | 9,709 | $999.9K | 0.09% | −5,304−35.3% | Reduced |
| Old North State Wealth Management, LLC | 9,717 | $1.00M | 1.01% | +712+7.9% | Added |
| Glenview Trust Co | 9,777 | $1.01M | 0.03% | +336+3.6% | Added |
| StoneX Group Inc. | 9,817 | $1.01M | 0.12% | +843+9.4% | Added |
| Marcum Wealth, LLC | 9,822 | $1.01M | 0.13% | +758+8.4% | Added |
| Hayek Kallen Investment Management | 9,882 | $1.02M | 0.47% | −245−2.4% | Reduced |
| Baldwin Investment Management, LLC | 9,954 | $1.03M | 0.19% | −150−1.5% | Reduced |
| GSB Wealth Management, LLC | 9,976 | $1.03M | 0.37% | −1,000−9.1% | Reduced |
| SevenBridge Financial Group, LLC | 10,026 | $1.03M | 0.30% | +3,623+56.6% | Added |
| Exencial Wealth Advisors, LLC | 10,031 | $1.03M | 0.06% | +113+1.1% | Added |