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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 13,427 | $1.38M | 0.06% | +1,347+11.2% | Added |
| EP Wealth Advisors, LLC | 13,453 | $1.39M | 0.02% | −10,319−43.4% | Reduced |
| First City Capital Management, Inc. | 13,566 | $1.40M | 0.84% | −1,222−8.3% | Reduced |
| Patten Group, Inc. | 13,586 | $1.40M | 0.44% | +5,673+71.7% | Added |
| Nepsis, Inc. | 13,618 | $1.40M | 0.47% | −296−2.1% | Reduced |
| Bellecapital International Ltd. | 13,626 | $1.40M | 0.39% | +254+1.9% | Added |
| Brooks, Moore & Associates, Inc. | 13,763 | $1.42M | 1.04% | 00.0% | Unchanged |
| First National Corp | 13,795 | $1.42M | 0.35% | +131+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,831 | $1.42M | 0.16% | −101−0.7% | Reduced |
| AIA Group Ltd | 13,845 | $1.43M | 0.09% | +8,213+145.8% | Added |
| Cornerstone Wealth Group, LLC | 13,908 | $1.43M | 0.27% | −93,210−87.0% | Reduced |
| Aptus Capital Advisors, LLC | 13,920 | $1.43M | 0.05% | +110+0.8% | Added |
| Evermay Wealth Management LLC | 13,942 | $1.44M | 0.29% | +1,198+9.4% | Added |
| Harbour Investments, Inc. | 13,981 | $1.44M | 0.09% | +3,746+36.6% | Added |
| Marble Harbor Investment Counsel, LLC | 14,033 | $1.45M | 0.19% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 14,138 | $1.46M | 0.76% | +27+0.2% | Added |
| Journey Advisory Group, LLC | 14,194 | $1.46M | 0.36% | +2,057+16.9% | Added |
| Parcion Private Wealth LLC | 14,268 | $1.47M | 0.16% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14,315 | $1.47M | 0.91% | +3,189+28.7% | Added |
| Jeppson Wealth Management, LLC | 14,324 | $1.48M | 0.62% | +2,062+16.8% | Added |
| Assetmark, Inc | 14,439 | $1.49M | 0.01% | +5,477+61.1% | Added |
| Voya Financial Advisors, Inc. | 14,372 | $1.49M | 0.19% | −798−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,492 | $1.49M | 0.06% | +417+3.0% | Added |
| Cullinan Associates Inc | 14,617 | $1.50M | 0.08% | −9,534−39.5% | Reduced |
| BFSG, LLC | 14,610 | $1.50M | 0.30% | +7,475+104.8% | Added |
| Clearbridge Investments, LLC | 14,666 | $1.51M | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.52M | 0.25% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 14,758 | $1.52M | 0.79% | +30+0.2% | Added |
| Savant Capital, LLC | 15,073 | $1.53M | 0.04% | −2,671−15.1% | Reduced |
| Bank of Hawaii | 14,874 | $1.53M | 0.09% | −298−2.0% | Reduced |
| Fiduciary Trust Co | 15,005 | $1.55M | 0.03% | +57+0.4% | Added |
| Gofen & Glossberg LLC | 15,054 | $1.55M | 0.04% | +2,588+20.8% | Added |
| Columbia Asset Management | 15,076 | $1.55M | 0.38% | −562−3.6% | Reduced |
| Aviance Capital Partners, LLC | 15,106 | $1.56M | 0.36% | +771+5.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,625 | $1.56M | 0.19% | +1,329+10.0% | Added |
| Argent Advisors, Inc. | 15,236 | $1.57M | 0.81% | +468+3.2% | Added |
| ZWJ Investment Counsel Inc | 15,293 | $1.57M | 0.09% | +1,009+7.1% | Added |
| Cunning Capital Partners, LP | 15,435 | $1.59M | 1.13% | +15,435 | New |
| Coastal Investment Advisors, Inc. | 15,507 | $1.60M | 0.39% | +6,511+72.4% | Added |
| Equitable Trust Co | 15,557 | $1.60M | 0.13% | +7,409+90.9% | Added |
| Bradley Foster & Sargent Inc | 15,566 | $1.60M | 0.04% | −75−0.5% | Reduced |
| WealthTrust Axiom LLC | 15,597 | $1.61M | 0.56% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,638 | $1.61M | 0.04% | +8,569+121.2% | Added |
| Community Bank of Raymore | 15,659 | $1.61M | 0.59% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 15,660 | $1.61M | 0.20% | +2,084+15.4% | Added |
| Private Trust Co NA | 15,760 | $1.62M | 0.24% | −69−0.4% | Reduced |
| Intrua Financial, LLC | 15,987 | $1.63M | 0.38% | +4,118+34.7% | Added |
| IHT Wealth Management, LLC | 15,853 | $1.63M | 0.10% | +416+2.7% | Added |
| AMG National Trust Bank | 15,868 | $1.63M | 0.06% | −4,787−23.2% | Reduced |
| First National Trust Co | 15,890 | $1.64M | 0.09% | −1,113−6.5% | Reduced |
| Welch Group, LLC | 15,941 | $1.64M | 0.09% | −217−1.3% | Reduced |
| Metis Global Partners, LLC | 15,981 | $1.65M | 0.15% | +4,561+39.9% | Added |
| Financial Architects, Inc | 15,995 | $1.65M | 0.27% | −117−0.7% | Reduced |
| Ingalls & Snyder LLC | 15,997 | $1.65M | 0.09% | −1,211−7.0% | Reduced |
| Davis Investment Partners, LLC | 16,475 | $1.65M | 0.83% | +16,475 | New |
| Grandview Asset Management LLC | 16,021 | $1.65M | 1.03% | −1,242−7.2% | Reduced |
| Warren Averett Asset Management, LLC | 16,027 | $1.65M | 0.09% | +8,389+109.8% | Added |
| Marino, Stram & Associates LLC | 16,058 | $1.65M | 0.52% | +276+1.7% | Added |
| Fundamentun, LLC | 16,086 | $1.66M | 0.30% | +544+3.5% | Added |
| Elevated Capital Advisors, LLC | 16,178 | $1.67M | 0.64% | +1,130+7.5% | Added |
| FourThought Financial Partners, LLC | 16,196 | $1.67M | 0.24% | +16,196 | New |
| Randolph Co Inc | 16,295 | $1.68M | 0.26% | −38−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,309 | $1.68M | 0.55% | −1,579−8.8% | Reduced |
| Wolff Wiese Magana LLC | 16,322 | $1.68M | 1.44% | +597+3.8% | Added |
| Private Wealth Partners, LLC | 16,369 | $1.69M | 0.19% | +295+1.8% | Added |
| Buckingham Strategic Wealth, LLC | 16,534 | $1.70M | 0.03% | +2,055+14.2% | Added |
| Pettyjohn, Wood & White, Inc | 16,570 | $1.71M | 0.43% | −150−0.9% | Reduced |
| Wade G W & Inc | 16,665 | $1.72M | 0.07% | −1,255−7.0% | Reduced |
| Good Life Advisors, LLC | 16,664 | $1.72M | 0.24% | +40.0% | Added |
| Segall Bryant & Hamill, LLC | 16,690 | $1.72M | 0.02% | +45+0.3% | Added |
| Paradigm Financial Partners, LLC | 16,371 | $1.72M | 0.50% | +480+3.0% | Added |
| Neo Ivy Capital Management | 16,764 | $1.73M | 1.17% | +16,764 | New |
| Heritage Investors Management Corp | 16,910 | $1.74M | 0.08% | −11−0.1% | Reduced |
| Alley Investment Management Company, LLC | 16,915 | $1.74M | 0.30% | +352+2.1% | Added |
| Trust Co of Vermont | 17,049 | $1.76M | 0.13% | −49−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,109 | $1.76M | 0.50% | +20+0.1% | Added |
| Lakeview Capital Partners, LLC | 17,492 | $1.78M | 0.57% | −115−0.7% | Reduced |
| Signaturefd, LLC | 17,330 | $1.78M | 0.05% | −1,419−7.6% | Reduced |
| Dynamic Advisor Solutions LLC | 17,382 | $1.79M | 0.12% | +1,875+12.1% | Added |
| Certified Advisory Corp | 17,459 | $1.80M | 0.36% | +104+0.6% | Added |
| Massmutual Trust Co FSB | 17,538 | $1.81M | 0.07% | +69+0.4% | Added |
| Grove Bank & Trust | 17,542 | $1.81M | 0.40% | +788+4.7% | Added |
| Tower Research Capital LLC (TRC) | 17,608 | $1.81M | 0.08% | −105,873−85.7% | Reduced |
| Smith, Moore & Co. | 17,640 | $1.82M | 0.25% | +428+2.5% | Added |
| NTV Asset Management LLC | 17,704 | $1.82M | 0.36% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,766 | $1.83M | 0.07% | +6,579+58.8% | Added |
| Global Retirement Partners, LLC | 17,782 | $1.83M | 0.13% | +720+4.2% | Added |
| Moloney Securities Asset Management, LLC | 17,792 | $1.83M | 0.40% | −278−1.5% | Reduced |
| HWG Holdings LP | 17,818 | $1.83M | 1.20% | −13,171−42.5% | Reduced |
| Brown Brothers Harriman & Co | 17,835 | $1.84M | 0.02% | −1,514−7.8% | Reduced |
| Bank Ozk | 17,847 | $1.84M | 0.91% | −569−3.1% | Reduced |
| Wedbush Securities Inc | 17,865 | $1.84M | 0.10% | +475+2.7% | Added |
| Berkeley Capital Partners, LLC | 17,902 | $1.84M | 0.71% | +1,672+10.3% | Added |
| Ziegler Capital Management, LLC | 17,957 | $1.86M | 0.08% | −1,345−7.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,101 | $1.86M | 0.71% | +50.0% | Added |
| Wetherby Asset Management Inc | 18,161 | $1.87M | 0.12% | +3,027+20.0% | Added |
| Redwood Investment Management, LLC | 18,228 | $1.88M | 0.25% | +18,228 | New |
| WealthShield Partners, LLC | 18,287 | $1.88M | 0.36% | −35−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,317 | $1.89M | 0.29% | +10.0% | Added |
| Tower Bridge Advisors | 18,414 | $1.90M | 0.16% | 00.0% | Unchanged |