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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 18,468 | $1.90M | 0.12% | +2,384+14.8% | Added |
| Hartford Financial Management Inc. | 18,576 | $1.91M | 0.51% | −13−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 19,336 | $1.92M | 1.11% | +19,336 | New |
| Old National Bancorp | 18,619 | $1.92M | 0.06% | +938+5.3% | Added |
| Principle Wealth Partners LLC | 18,702 | $1.93M | 0.22% | −541−2.8% | Reduced |
| King Luther Capital Management Corp | 18,784 | $1.93M | 0.01% | +655+3.6% | Added |
| Chemung Canal Trust Co | 18,996 | $1.96M | 0.45% | −2,691−12.4% | Reduced |
| Rodgers Brothers Inc. | 19,220 | $1.98M | 0.40% | −3,914−16.9% | Reduced |
| Belpointe Asset Management LLC | 19,293 | $1.99M | 0.12% | +12+0.1% | Added |
| Texas Yale Capital Corp. | 19,317 | $1.99M | 0.11% | +4,717+32.3% | Added |
| Wealth Advisory Solutions, LLC | 19,378 | $2.00M | 0.54% | +17,210+793.8% | Added |
| London Co of Virginia | 19,551 | $2.01M | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19,577 | $2.02M | 0.22% | −969−4.7% | Reduced |
| TrinityPoint Wealth, LLC | 19,714 | $2.03M | 0.46% | −256−1.3% | Reduced |
| Curi Capital | 19,724 | $2.03M | 0.29% | +2,504+14.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,758 | $2.03M | 0.91% | +56+0.3% | Added |
| BKD Wealth Advisors, LLC | 19,792 | $2.04M | 0.07% | −414−2.0% | Reduced |
| Physicians Financial Services, Inc. | 19,844 | $2.04M | 0.92% | +157+0.8% | Added |
| Franklin Street Advisors Inc | 19,901 | $2.05M | 0.19% | −1,142−5.4% | Reduced |
| Miller Howard Investments Inc | 19,925 | $2.05M | 0.07% | −1,816−8.4% | Reduced |
| Successful Portfolios LLC | 20,079 | $2.07M | 1.35% | +250+1.3% | Added |
| Empirical Finance, LLC | 20,110 | $2.07M | 0.21% | +1,569+8.5% | Added |
| Strategic Blueprint, LLC | 20,199 | $2.08M | 0.24% | +2,637+15.0% | Added |
| Private Asset Management Inc | 20,219 | $2.08M | 0.35% | −1,054−5.0% | Reduced |
| Park National Corp | 20,333 | $2.09M | 0.09% | −1,056−4.9% | Reduced |
| Clarkston Capital Partners, LLC | 20,413 | $2.10M | 0.04% | +203+1.0% | Added |
| Parsec Financial Management, Inc. | 20,428 | $2.10M | 0.09% | +300+1.5% | Added |
| Sound View Wealth Advisors Group, LLC | 21,787 | $2.11M | 0.23% | +6,807+45.4% | Added |
| Mechanics Bank Trust Department | 20,598 | $2.12M | 0.37% | −158−0.8% | Reduced |
| Lee Danner & Bass Inc | 20,709 | $2.13M | 0.20% | +794+4.0% | Added |
| Marshall Financial Group LLC | 20,730 | $2.14M | 0.83% | +2,172+11.7% | Added |
| Ti-Trust, Inc | 20,775 | $2.14M | 2.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 20,821 | $2.14M | 0.96% | +178+0.9% | Added |
| Norway Savings Bank | 20,834 | $2.15M | 1.09% | −351−1.7% | Reduced |
| TCWP LLC | 20,883 | $2.15M | 0.44% | −1,200−5.4% | Reduced |
| Proequities, Inc. | 20,926 | $2.16M | 0.17% | +2,397+12.9% | Added |
| Nicholas Hoffman & Company, LLC. | 20,993 | $2.16M | 0.23% | +171+0.8% | Added |
| Allworth Financial LP | 21,018 | $2.16M | 0.02% | +1,723+8.9% | Added |
| Woodard & Co Asset Management Group Inc | 21,047 | $2.17M | 0.77% | +1,049+5.2% | Added |
| MAI Capital Management | 21,101 | $2.17M | 0.04% | +878+4.3% | Added |
| Valeo Financial Advisors, LLC | 21,141 | $2.18M | 0.12% | +2,677+14.5% | Added |
| Carson Advisory Inc. | 21,144 | $2.18M | 2.09% | +3,935+22.9% | Added |
| Silvercrest Asset Management Group LLC | 21,413 | $2.21M | 0.02% | +786+3.8% | Added |
| Green Square Capital Advisors LLC | 21,457 | $2.21M | 0.31% | +908+4.4% | Added |
| Lincoln National Corp | 21,576 | $2.22M | 0.05% | +1,510+7.5% | Added |
| Orion Portfolio Solutions, LLC | 21,596 | $2.22M | 0.08% | +3,876+21.9% | Added |
| Symphony Financial, Ltd. Co. | 21,256 | $2.23M | 0.59% | −1,898−8.2% | Reduced |
| International Assets Investment Management, LLC | 21,682 | $2.23M | 0.23% | +15,149+231.9% | Added |
| Mountain Capital Investment Advisors, Inc | 21,209 | $2.24M | 1.02% | +5,348+33.7% | Added |
| Marks Group Wealth Management, Inc | 21,739 | $2.24M | 0.31% | +2,706+14.2% | Added |
| Jaffetilchin Investment Partners, LLC | 21,766 | $2.24M | 0.27% | −327−1.5% | Reduced |
| TSP Capital Management Group, LLC | 21,785 | $2.24M | 0.84% | – | – |
| Fairhaven Wealth Management, LLC | 21,785 | $2.24M | 0.95% | +21,785 | New |
| Forte Capital LLC | 21,788 | $2.24M | 0.39% | +49+0.2% | Added |
| J.W. Cole Advisors, Inc. | 21,797 | $2.24M | 0.17% | −341−1.5% | Reduced |
| FinTrust Capital Advisors, LLC | 21,807 | $2.25M | 0.54% | −897−4.0% | Reduced |
| Bleakley Financial Group, LLC | 21,940 | $2.26M | 0.08% | +21,940 | New |
| Brookstone Capital Management | 21,616 | $2.27M | 0.05% | +1,018+4.9% | Added |
| Financial Advisory Service, Inc. | 22,207 | $2.29M | 0.26% | +2,411+12.2% | Added |
| TD Waterhouse Canada Inc. | 19,519 | $2.29M | 0.03% | +9,068+86.8% | Added |
| Tectonic Advisors LLC | 22,256 | $2.29M | 0.36% | +5,445+32.4% | Added |
| Earnest Partners LLC | 22,288 | $2.30M | 0.01% | +3,019+15.7% | Added |
| Ameritas Advisory Services, LLC | 22,504 | $2.32M | 0.11% | +3,505+18.4% | Added |
| 1832 Asset Management L.P. | 22,535 | $2.32M | 0.00% | −9,067−28.7% | Reduced |
| Hanson & Doremus Investment Management | 22,587 | $2.33M | 0.50% | −322−1.4% | Reduced |
| Pinnacle Associates Ltd | 22,756 | $2.34M | 0.05% | +1,185+5.5% | Added |
| Canandaigua National Corp | 22,845 | $2.35M | 0.40% | −14,312−38.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 22,849 | $2.35M | 0.11% | +461+2.1% | Added |
| Avantax Planning Partners, Inc. | 22,868 | $2.36M | 0.09% | −5,663−19.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,919 | $2.36M | 0.43% | +3,737+19.5% | Added |
| SWS Partners | 22,925 | $2.36M | 1.12% | +2,019+9.7% | Added |
| Triad Financial Advisors, Inc. | 22,947 | $2.36M | 1.05% | −1,784−7.2% | Reduced |
| Naples Global Advisors, LLC | 23,068 | $2.38M | 0.30% | +3,369+17.1% | Added |
| Bank of the West | 23,189 | $2.39M | 0.28% | +307+1.3% | Added |
| Te Ahumairangi Investment Management Ltd | 23,489 | $2.42M | 0.38% | +2,130+10.0% | Added |
| Townsend & Associates, Inc | 24,198 | $2.42M | 1.20% | +3,717+18.1% | Added |
| Advisor Partners II, LLC | 23,547 | $2.43M | 0.15% | −2,037−8.0% | Reduced |
| Shepherd Financial Partners LLC | 23,812 | $2.45M | 0.44% | +2,576+12.1% | Added |
| Moody National Bank Trust Division | 23,948 | $2.47M | 0.21% | −566−2.3% | Reduced |
| Aspire Private Capital, LLC | 23,973 | $2.47M | 0.89% | +26+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,135 | $2.49M | 0.06% | −4,463−15.6% | Reduced |
| Veritable, L.P. | 24,152 | $2.49M | 0.04% | +2,211+10.1% | Added |
| Trilogy Capital Inc. | 24,295 | $2.50M | 0.18% | +5,054+26.3% | Added |
| Red Door Wealth Management, LLC | 24,400 | $2.51M | 0.83% | +1,872+8.3% | Added |
| City Holding Co | 24,581 | $2.53M | 0.47% | +110.0% | Added |
| Mutual Advisors, LLC | 24,589 | $2.53M | 0.11% | +1,702+7.4% | Added |
| IFG Advisory, LLC | 24,639 | $2.54M | 0.25% | +185+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,678 | $2.54M | 0.07% | +14,478+141.9% | Added |
| Strategy Asset Managers LLC | 24,839 | $2.56M | 0.65% | +262+1.1% | Added |
| Trust Co of Toledo NA | 24,930 | $2.57M | 0.48% | +1,858+8.1% | Added |
| Comerica Securities,inc. | 25,038 | $2.58M | 0.18% | +3,850+18.2% | Added |
| Plimoth Trust Co LLC | 25,258 | $2.60M | 0.84% | +532+2.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,281 | $2.60M | 1.63% | −57−0.2% | Reduced |
| Orleans Capital Management Corp | 25,468 | $2.62M | 2.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,514 | $2.63M | 0.23% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 153,550 | $2.64M | 0.60% | +988+0.6% | Added |
| Seven Springs Wealth Group, LLC | 25,835 | $2.66M | 1.28% | −1,481−5.4% | Reduced |
| Triangle Securities Wealth Management | 25,853 | $2.66M | 0.98% | +339+1.3% | Added |
| BLB&B Advisors, LLC | 25,877 | $2.67M | 0.21% | −863−3.2% | Reduced |
| Bailard, Inc. | 25,915 | $2.67M | 0.10% | −189−0.7% | Reduced |