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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 10,037 | $1.03M | 0.04% | +1,703+20.4% | Added |
| United Bank | 10,084 | $1.04M | 0.15% | −191−1.9% | Reduced |
| Heron Financial Group, LLC | 10,058 | $1.04M | 0.69% | +44+0.4% | Added |
| St. James Investment Advisors, LLC | 10,159 | $1.05M | 1.92% | +555+5.8% | Added |
| NVWM, LLC | 10,219 | $1.05M | 0.38% | +249+2.5% | Added |
| Guardian Wealth Advisors, LLC | 10,243 | $1.05M | 0.20% | +100+1.0% | Added |
| Centennial Bank | 10,262 | $1.06M | 0.60% | +10,262 | New |
| Chesley Taft & Associates LLC | 10,265 | $1.06M | 0.07% | −31−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 11,374 | $1.06M | 0.02% | +654+6.1% | Added |
| 9258 Wealth Management, LLC | 10,306 | $1.06M | 0.23% | +439+4.4% | Added |
| AFS Financial Group, LLC | 10,393 | $1.07M | 0.76% | +10,393 | New |
| 1st Source Bank | 10,401 | $1.07M | 0.07% | +264+2.6% | Added |
| Wambolt & Associates, LLC | 10,411 | $1.07M | 0.41% | +822+8.6% | Added |
| DT Investment Partners, LLC | 10,418 | $1.07M | 0.14% | +184+1.8% | Added |
| Allred Capital Management, LLC | 10,475 | $1.08M | 0.59% | +68+0.7% | Added |
| Sawtooth Solutions, LLC | 10,534 | $1.08M | 0.15% | −2,470−19.0% | Reduced |
| Meeder Advisory Services, Inc. | 10,539 | $1.09M | 0.14% | +10,539 | New |
| Patton Albertson Miller Group, LLC | 10,591 | $1.09M | 0.20% | −601−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 10,777 | $1.09M | 0.04% | −21−0.2% | Reduced |
| Gables Capital Management Inc. | 10,702 | $1.10M | 0.80% | −100−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,740 | $1.11M | 0.82% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,749 | $1.11M | 0.10% | −183−1.7% | Reduced |
| Biltmore Family Office, LLC | 10,781 | $1.11M | 0.23% | −8−0.1% | Reduced |
| Quantinno Capital Management LP | 10,951 | $1.13M | 0.08% | +6,805+164.1% | Added |
| My Legacy Advisors, LLC | 11,245 | $1.13M | 0.48% | +1,627+16.9% | Added |
| Arbor Investment Advisors, LLC | 10,992 | $1.13M | 0.23% | +6,793+161.8% | Added |
| Mystic Asset Management, Inc. | 10,995 | $1.13M | 0.64% | +115+1.1% | Added |
| Focus Financial Network, Inc. | 11,052 | $1.14M | 0.09% | +542+5.2% | Added |
| RFG Advisory, LLC | 11,324 | $1.14M | 0.06% | −192−1.7% | Reduced |
| D.B. Root & Company, LLC | 11,083 | $1.14M | 0.48% | +626+6.0% | Added |
| Baker Tilly Wealth Management, LLC | 11,100 | $1.14M | 0.14% | −1,175−9.6% | Reduced |
| MSH Capital Advisors LLC | 11,102 | $1.14M | 0.52% | +273+2.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 11,112 | $1.14M | 0.34% | +166+1.5% | Added |
| Oakworth Capital, Inc. | 11,133 | $1.15M | 0.11% | −348−3.0% | Reduced |
| KCM Investment Advisors LLC | 11,134 | $1.15M | 0.05% | −88−0.8% | Reduced |
| LMG Wealth Partners, LLC | 11,049 | $1.15M | 0.38% | +11,049 | New |
| Garrett Investment Advisors LLC | 11,184 | $1.15M | 0.20% | +4,047+56.7% | Added |
| Mission Wealth Management, LP | 11,258 | $1.16M | 0.06% | +7,531+202.1% | Added |
| Meridian Wealth Management, LLC | 11,286 | $1.16M | 0.11% | +75+0.7% | Added |
| CNB Bank | 11,302 | $1.16M | 0.73% | +303+2.8% | Added |
| Schechter Investment Advisors, LLC | 11,371 | $1.17M | 0.11% | +842+8.0% | Added |
| Stiles Financial Services Inc | 11,373 | $1.17M | 0.67% | +84+0.7% | Added |
| Neville Rodie & Shaw Inc | 11,428 | $1.18M | 0.11% | +2,300+25.2% | Added |
| Capital Investment Counsel, Inc | 11,447 | $1.18M | 0.28% | +1,263+12.4% | Added |
| Wealthspire Advisors, LLC | 11,502 | $1.18M | 0.02% | +2,413+26.5% | Added |
| Aviva PLC | 11,525 | $1.19M | 0.01% | −101−0.9% | Reduced |
| Chicago Capital, LLC | 11,554 | $1.19M | 0.07% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,579 | $1.19M | 0.62% | +19+0.2% | Added |
| Atlas Brown,Inc. | 11,591 | $1.19M | 0.59% | −32−0.3% | Reduced |
| Taylor Hoffman Wealth Management | 11,679 | $1.20M | 0.74% | −8,268−41.4% | Reduced |
| Capital Asset Advisory Services LLC | 11,727 | $1.21M | 0.10% | −2,106−15.2% | Reduced |
| Haverford Trust Co | 11,735 | $1.21M | 0.01% | −396−3.3% | Reduced |
| Hilltop Holdings Inc. | 11,736 | $1.21M | 0.16% | +213+1.8% | Added |
| Foundations Investment Advisors, LLC | 11,788 | $1.21M | 0.05% | +3,627+44.4% | Added |
| Peoples Financial Services Corp. | 11,810 | $1.22M | 0.57% | 00.0% | Unchanged |
| United Bank | 11,848 | $1.22M | 0.75% | −149−1.2% | Reduced |
| Summit X, LLC | 11,508 | $1.22M | 0.35% | +2,599+29.2% | Added |
| First Manhattan Co | 11,917 | $1.23M | 0.00% | +107+0.9% | Added |
| First Dallas Securities Inc. | 11,921 | $1.23M | 0.74% | −300−2.5% | Reduced |
| InterOcean Capital Group, LLC | 11,933 | $1.23M | 0.04% | +1,521+14.6% | Added |
| Meridian Financial Partners LLC | 12,060 | $1.23M | 1.38% | +329+2.8% | Added |
| Sawyer & Company, Inc | 11,955 | $1.23M | 0.61% | +835+7.5% | Added |
| Integrated Wealth Concepts LLC | 11,963 | $1.23M | 0.03% | +538+4.7% | Added |
| Change Path, LLC | 11,990 | $1.23M | 0.07% | +1,753+17.1% | Added |
| Veriti Management LLC | 12,098 | $1.25M | 0.17% | −3,092−20.4% | Reduced |
| CIBC Private Wealth Group, LLC | 39,317 | $1.25M | 0.00% | −49,827−55.9% | Reduced |
| Equitable Holdings, Inc. | 12,121 | $1.25M | 0.02% | +3,599+42.2% | Added |
| Souders Financial Advisors | 12,263 | $1.26M | 0.29% | +152+1.3% | Added |
| M Holdings Securities, Inc. | 12,202 | $1.26M | 0.13% | −17−0.1% | Reduced |
| Mitchell Sinkler & Starr | 12,329 | $1.27M | 0.41% | +6,146+99.4% | Added |
| Scotia Capital Inc. | 12,358 | $1.27M | 0.01% | +4,036+48.5% | Added |
| Northeast Financial Consultants Inc | 12,372 | $1.27M | 0.09% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 12,417 | $1.28M | 0.52% | +723+6.2% | Added |
| Asset Dedication, LLC | 12,354 | $1.28M | 0.13% | +1,288+11.6% | Added |
| Boenning & Scattergood, Inc. | 11,517 | $1.29M | 0.21% | −238−2.0% | Reduced |
| Private Advisor Group, LLC | 69,555 | $1.29M | 0.06% | −16,912−19.6% | Reduced |
| Financial Partners Capital Management LLC | 12,499 | $1.29M | 0.29% | +70+0.6% | Added |
| Schmidt P J Investment Management Inc | 12,570 | $1.29M | 0.29% | −407−3.1% | Reduced |
| Reuter James Wealth Management, LLC | 12,573 | $1.29M | 0.94% | +1,725+15.9% | Added |
| Armstrong Advisory Group, Inc | 12,586 | $1.30M | 0.17% | +12,586 | New |
| Sumitomo Life Insurance Co | 12,637 | $1.30M | 0.10% | −237−1.8% | Reduced |
| Dakota Wealth Management | 12,647 | $1.30M | 0.09% | −3,913−23.6% | Reduced |
| Greenfield Savings Bank | 12,656 | $1.30M | 0.86% | −216−1.7% | Reduced |
| Jacobi Capital Management LLC | 12,656 | $1.30M | 0.16% | +316+2.6% | Added |
| LCNB Corp | 12,662 | $1.30M | 0.61% | +219+1.8% | Added |
| Eudaimonia Partners, LLC | 12,744 | $1.31M | 0.32% | −3,189−20.0% | Reduced |
| McMahon Financial Advisors, LLC | 12,920 | $1.33M | 0.48% | −91−0.7% | Reduced |
| Trust Investment Advisors | 12,963 | $1.34M | 1.26% | +454+3.6% | Added |
| Sequoia Financial Advisors, LLC | 12,993 | $1.34M | 0.03% | +4,838+59.3% | Added |
| Williams Jones Wealth Management, LLC. | 12,996 | $1.34M | 0.02% | −16−0.1% | Reduced |
| Essex Financial Services, Inc. | 13,098 | $1.35M | 0.15% | +408+3.2% | Added |
| Heritage Trust Co | 13,101 | $1.35M | 0.22% | −141−1.1% | Reduced |
| Advisor OS, LLC | 13,109 | $1.35M | 0.36% | +3,437+35.5% | Added |
| Daymark Wealth Partners, LLC | 13,163 | $1.36M | 0.24% | +13,163 | New |
| Laurel Wealth Advisors, Inc. | 13,177 | $1.36M | 0.13% | +207+1.6% | Added |
| Wealth Alliance | 13,265 | $1.37M | 0.24% | +1,949+17.2% | Added |
| Holocene Advisors, LP | 13,273 | $1.37M | 0.01% | −61,710−82.3% | Reduced |
| Park Place Capital Corp | 13,333 | $1.37M | 0.39% | +13,333 | New |
| Ballast, Inc. | 13,362 | $1.38M | 0.60% | +280+2.1% | Added |
| Creative Financial Designs Inc | 13,419 | $1.38M | 0.20% | +829+6.6% | Added |