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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 25,980 | $2.68M | 0.85% | −18,370−41.4% | Reduced |
| Boston Private Wealth LLC | 26,191 | $2.70M | 0.04% | +2,245+9.4% | Added |
| Old North State Trust, LLC | 26,627 | $2.74M | 1.80% | +277+1.1% | Added |
| Greenwood Capital Associates LLC | 26,774 | $2.76M | 0.45% | +3,254+13.8% | Added |
| Stonebridge Capital Advisors LLC | 26,805 | $2.76M | 0.33% | +6,556+32.4% | Added |
| Wolverine Asset Management LLC | 26,854 | $2.77M | 0.04% | −72,650−73.0% | Reduced |
| Resources Investment Advisors, LLC. | 26,983 | $2.78M | 0.08% | +20,004+286.6% | Added |
| Lido Advisors, LLC | 27,068 | $2.79M | 0.05% | +1,919+7.6% | Added |
| Walleye Capital LLC | 27,116 | $2.79M | 0.06% | −32,185−54.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 27,161 | $2.80M | 1.94% | −459−1.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 27,162 | $2.80M | 1.81% | +2,728+11.2% | Added |
| Apollon Wealth Management, LLC | 27,420 | $2.82M | 0.20% | +412+1.5% | Added |
| Merit Financial Group, LLC | 27,482 | $2.83M | 0.10% | +3,608+15.1% | Added |
| We Are One Seven, LLC | 27,501 | $2.83M | 0.28% | +808+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,593 | $2.84M | 0.25% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 27,613 | $2.84M | 0.59% | +227+0.8% | Added |
| Evercore Wealth Management, LLC | 27,688 | $2.85M | 0.06% | −956−3.3% | Reduced |
| CWM, LLC | 27,688 | $2.85M | 0.02% | −6,516−19.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 27,705 | $2.85M | 0.05% | +599+2.2% | Added |
| L & S Advisors Inc | 27,744 | $2.86M | 0.53% | +27,744 | New |
| Rowland & Co Investment Counsel | 27,654 | $2.87M | 0.71% | +15+0.1% | Added |
| Integrated Advisors Network LLC | 27,916 | $2.88M | 0.19% | −271−1.0% | Reduced |
| First Bank & Trust | 27,965 | $2.88M | 0.80% | +2,684+10.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,008 | $2.88M | 2.39% | +28,008 | New |
| Csenge Advisory Group | 28,048 | $2.89M | 0.22% | −1,049−3.6% | Reduced |
| Raleigh Capital Management Inc. | 28,184 | $2.90M | 1.51% | +5,714+25.4% | Added |
| First County Bank | 28,237 | $2.91M | 1.39% | +28,237 | New |
| Citizens Financial Group Inc | 28,426 | $2.93M | 0.11% | +524+1.9% | Added |
| HNP Capital LLC | 28,667 | $2.95M | 0.83% | +1,787+6.6% | Added |
| Advisors Management Group Inc | 28,693 | $2.96M | 1.12% | +332+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 28,907 | $2.98M | 0.23% | +879+3.1% | Added |
| Simmons Bank | 28,950 | $2.98M | 0.26% | +68+0.2% | Added |
| Caldwell Trust Co | 29,144 | $3.00M | 0.42% | +1,151+4.1% | Added |
| United Services Automobile Association | 29,314 | $3.02M | 0.07% | +543+1.9% | Added |
| Home Federal Bank of Tennessee | 29,396 | $3.03M | 1.15% | +30+0.1% | Added |
| Resources Management Corp | 29,420 | $3.03M | 0.48% | +2,914+11.0% | Added |
| Martingale Asset Management L P | 29,471 | $3.04M | 0.06% | −213,156−87.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,685 | $3.06M | 0.19% | +4,492+17.8% | Added |
| Farmers National Bank | 29,706 | $3.06M | 1.09% | −479−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 29,713 | $3.06M | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 29,764 | $3.07M | 0.48% | +989+3.4% | Added |
| HighTower Trust Services, LTA | 29,951 | $3.08M | 0.30% | +142+0.5% | Added |
| Townsend Asset Management Corp | 29,987 | $3.09M | 1.55% | +803+2.8% | Added |
| Buckhead Capital Management LLC | 30,206 | $3.11M | 0.75% | +1,055+3.6% | Added |
| Pegasus Asset Management, Inc. | 30,314 | $3.12M | 1.69% | +1,394+4.8% | Added |
| Cohen Capital Management, Inc. | 30,357 | $3.13M | 0.64% | 00.0% | Unchanged |
| Citizens Business Bank | 30,399 | $3.13M | 0.72% | +97+0.3% | Added |
| Wright Investors Service Inc | 30,568 | $3.15M | 0.90% | +761+2.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 30,713 | $3.16M | 1.53% | +607+2.0% | Added |
| Banque Cantonale Vaudoise | 30,895 | $3.18M | 0.17% | +2,582+9.1% | Added |
| Bahl & Gaynor Inc | 31,338 | $3.23M | 0.02% | +3,537+12.7% | Added |
| Ieq Capital, LLC | 31,449 | $3.24M | 0.09% | +3,934+14.3% | Added |
| Keene & Associates, Inc. | 31,458 | $3.24M | 2.89% | +1,091+3.6% | Added |
| Iowa State Bank | 31,558 | $3.25M | 0.82% | −185−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,033 | $3.30M | 0.24% | −654−2.0% | Reduced |
| Sowell Financial Services LLC | 32,122 | $3.31M | 0.21% | +1,270+4.1% | Added |
| Vectors Research Management, LLC | 32,275 | $3.32M | 0.86% | +2,507+8.4% | Added |
| Twin Capital Management Inc | 32,338 | $3.33M | 0.43% | −468−1.4% | Reduced |
| Alpha Omega Wealth Management LLC | 32,436 | $3.34M | 0.59% | −14,263−30.5% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.36M | 0.39% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 32,869 | $3.39M | 0.21% | +5,884+21.8% | Added |
| Argent Trust Co | 32,936 | $3.39M | 0.22% | +4,097+14.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 32,940 | $3.39M | 0.13% | +509+1.6% | Added |
| Jackson Hole Capital Partners, LLC | 33,049 | $3.40M | 1.02% | +1,013+3.2% | Added |
| Greenleaf Trust | 33,123 | $3.41M | 0.04% | −1,352−3.9% | Reduced |
| Montag A & Associates Inc | 33,188 | $3.42M | 0.23% | −3,056−8.4% | Reduced |
| Salem Investment Counselors Inc | 33,210 | $3.42M | 0.15% | −131−0.4% | Reduced |
| Logan Capital Management Inc | 33,215 | $3.42M | 0.18% | +23,913+257.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,215 | $3.42M | 0.05% | −3,613−9.8% | Reduced |
| Lynch & Associates | 33,429 | $3.44M | 0.90% | −361−1.1% | Reduced |
| Sentinel Trust Co Lba | 33,839 | $3.48M | 0.55% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 34,097 | $3.51M | 0.01% | −80−0.2% | Reduced |
| Bremer Bank National Association | 34,108 | $3.51M | 0.68% | +198+0.6% | Added |
| Regal Investment Advisors LLC | 34,480 | $3.55M | 0.34% | +877+2.6% | Added |
| JustInvest LLC | 34,605 | $3.56M | 0.15% | −6,163−15.1% | Reduced |
| Armor Investment Advisors, LLC | 34,733 | $3.58M | 2.17% | −270−0.8% | Reduced |
| Assenagon Asset Management S.A. | 35,370 | $3.64M | 0.01% | +10,232+40.7% | Added |
| FDx Advisors, Inc. | 35,741 | $3.68M | 0.16% | +3,491+10.8% | Added |
| Hall Capital Management Co Inc | 35,786 | $3.69M | 2.21% | +3,288+10.1% | Added |
| Constitution Capital LLC | 35,879 | $3.70M | 2.28% | −7,020−16.4% | Reduced |
| Covington Investment Advisors Inc. | 35,907 | $3.70M | 0.88% | +4,725+15.2% | Added |
| Azimuth Capital Investment Management LLC | 35,956 | $3.70M | 0.19% | +244+0.7% | Added |
| Kestra Private Wealth Services, LLC | 36,106 | $3.72M | 0.19% | +1,050+3.0% | Added |
| TownSquare Capital, LLC | 36,220 | $3.73M | 0.09% | +3,584+11.0% | Added |
| Royal Fund Management, LLC | 36,242 | $3.73M | 0.61% | +2,118+6.2% | Added |
| Vestmark Advisory Solutions, Inc. | 36,314 | $3.74M | 0.18% | +184+0.5% | Added |
| Providence Capital Advisors, LLC | 36,328 | $3.74M | 1.01% | +619+1.7% | Added |
| New Mexico Educational Retirement Board | 36,760 | $3.79M | 0.20% | −2,600−6.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 36,800 | $3.79M | 0.05% | +1,175+3.3% | Added |
| Profund Advisors LLC | 36,940 | $3.80M | 0.25% | −1,507−3.9% | Reduced |
| Sky Investment Group LLC | 36,988 | $3.81M | 0.90% | +115+0.3% | Added |
| Donaldson Capital Management, LLC | 36,985 | $3.81M | 0.19% | +24,956+207.5% | Added |
| Stock Yards Bank & Trust Co | 37,003 | $3.81M | 0.15% | +1,359+3.8% | Added |
| Harvest Portfolios Group Inc. | 37,024 | $3.81M | 0.22% | +37,024 | New |
| Global Wealth Management Investment Advisory, Inc. | 37,164 | $3.83M | 1.25% | +9,464+34.2% | Added |
| Man Group plc | 37,239 | $3.84M | 0.01% | −21,873−37.0% | Reduced |
| First Horizon Advisors, Inc. | 37,482 | $3.86M | 0.14% | −851−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 37,534 | $3.87M | 0.41% | −2,977−7.3% | Reduced |
| Prospera Financial Services Inc | 37,711 | $3.88M | 0.19% | +1,520+4.2% | Added |
| Johnson Investment Counsel Inc | 37,772 | $3.89M | 0.05% | −921−2.4% | Reduced |