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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 37,823 | $3.90M | 0.01% | +2,605+7.4% | Added |
| Stonegate Investment Group, LLC | 37,831 | $3.90M | 0.17% | −136−0.4% | Reduced |
| Boston Research & Management Inc | 37,913 | $3.90M | 1.21% | +189+0.5% | Added |
| Wolverine Trading, LLC | 37,960 | $3.91M | 0.07% | +12,384+48.4% | Added |
| ARGI Investment Services, LLC | 38,031 | $3.92M | 0.13% | +1,910+5.3% | Added |
| Close Asset Management Ltd | 38,066 | $3.92M | 0.21% | +200+0.5% | Added |
| Rothschild Investment Corp | 38,278 | $3.94M | 0.36% | +1,230+3.3% | Added |
| Mill Capital Management, LLC | 38,506 | $3.97M | 0.44% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 38,744 | $3.99M | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 38,936 | $4.01M | 0.47% | +1,853+5.0% | Added |
| Argyle Capital Management Inc. | 39,207 | $4.04M | 1.39% | −125−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 39,282 | $4.05M | 1.54% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,411 | $4.06M | 0.41% | −404−1.0% | Reduced |
| Norinchukin Bank, The | 39,489 | $4.07M | 0.09% | −3,983−9.2% | Reduced |
| Two Sigma Investments, LP | 39,754 | $4.09M | 0.01% | +22,925+136.2% | Added |
| United Fire Group Inc | 40,000 | $4.12M | 2.44% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 40,409 | $4.16M | 1.82% | −153−0.4% | Reduced |
| GWM Advisors LLC | 82,283 | $4.19M | 0.11% | +8,984+12.3% | Added |
| CIBC World Markets Inc. | 40,722 | $4.19M | 0.02% | −671−1.6% | Reduced |
| PATRIZIA Pty Ltd | 40,915 | $4.21M | 3.14% | +40,915 | New |
| United Capital Financial Advisers, LLC | 41,233 | $4.25M | 0.02% | −5,124−11.1% | Reduced |
| Windward Capital Management Co | 41,241 | $4.25M | 0.46% | −154−0.4% | Reduced |
| Slocum, Gordon & Co LLP | 41,339 | $4.26M | 2.75% | +41,339 | New |
| Holderness Investments Co | 41,531 | $4.28M | 1.84% | −436−1.0% | Reduced |
| KBC Group NV | 42,424 | $4.37M | 0.02% | +1,350+3.3% | Added |
| Benedict Financial Advisors Inc | 42,473 | $4.37M | 1.30% | +217+0.5% | Added |
| First National Bank of Omaha | 42,616 | $4.39M | 0.27% | −256−0.6% | Reduced |
| Cypress Capital Group | 42,656 | $4.39M | 0.66% | +216+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 42,697 | $4.40M | 0.04% | −29,471−40.8% | Reduced |
| KMG Fiduciary Partners, LLC | 42,852 | $4.41M | 0.72% | +4,698+12.3% | Added |
| Chicago Partners Investment Group LLC | 43,952 | $4.43M | 0.27% | +103+0.2% | Added |
| Stratos Wealth Partners, LTD. | 43,141 | $4.44M | 0.11% | −564−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 43,328 | $4.46M | 0.17% | +8,340+23.8% | Added |
| Cetera Advisors LLC | 43,364 | $4.47M | 0.08% | +8,720+25.2% | Added |
| Fulton Bank, N.A. | 43,773 | $4.51M | 0.25% | +3,995+10.0% | Added |
| Schnieders Capital Management LLC | 43,817 | $4.51M | 1.03% | +1,940+4.6% | Added |
| Metropolitan Life Insurance Co | 44,540 | $4.59M | 0.21% | −1,300−2.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 44,629 | $4.60M | 0.24% | +778+1.8% | Added |
| Advisors Asset Management, Inc. | 44,783 | $4.61M | 0.10% | +6,287+16.3% | Added |
| Crossmark Global Holdings, Inc. | 45,956 | $4.73M | 0.12% | +4,016+9.6% | Added |
| Aull & Monroe Investment Management Corp | 46,471 | $4.79M | 2.38% | −1,447−3.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 46,477 | $4.79M | 0.08% | −754−1.6% | Reduced |
| Family Legacy, Inc. | 47,620 | $4.83M | 2.11% | +702+1.5% | Added |
| Soltis Investment Advisors LLC | 47,083 | $4.85M | 0.64% | +8,041+20.6% | Added |
| Viking Fund Management LLC | 48,000 | $4.94M | 0.98% | +18,000+60.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,704 | $4.95M | 0.06% | +20,884+75.1% | Added |
| Peapack Gladstone Financial Corp | 48,393 | $4.98M | 0.10% | −1,526−3.1% | Reduced |
| Colonial Trust Co | 48,469 | $4.99M | 1.36% | +1,966+4.2% | Added |
| Walleye Trading LLC | 48,643 | $5.01M | 0.13% | −20,759−29.9% | Reduced |
| Leavell Investment Management, Inc. | 48,735 | $5.02M | 0.38% | −3,444−6.6% | Reduced |
| Coldstream Capital Management Inc | 48,981 | $5.04M | 0.18% | +48,981 | New |
| Beacon Pointe Advisors, LLC | 49,015 | $5.05M | 0.10% | +1,193+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 49,148 | $5.06M | 0.25% | +10,380+26.8% | Added |
| Intech Investment Management LLC | 49,292 | $5.08M | 0.04% | −67,801−57.9% | Reduced |
| Sigma Planning Corp | 49,428 | $5.09M | 0.18% | +415+0.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,615 | $5.11M | 0.54% | +2,912+6.2% | Added |
| Tufton Capital Management | 49,619 | $5.11M | 1.12% | +458+0.9% | Added |
| Nisa Investment Advisors, LLC | 49,690 | $5.12M | 0.04% | +5,770+13.1% | Added |
| Highland Capital Management, LLC | 49,729 | $5.12M | 0.36% | −230−0.5% | Reduced |
| Louisiana State Employees Retirement System | 49,800 | $5.13M | 0.14% | +500+1.0% | Added |
| Park Avenue Securities LLC | 49,838 | $5.13M | 0.09% | +2,991+6.4% | Added |
| Rafferty Asset Management, LLC | 50,221 | $5.17M | 0.04% | +21,621+75.6% | Added |
| Calamos Wealth Management LLC | 50,607 | $5.21M | 0.41% | +48,081+1,903.4% | Added |
| Strategic Wealth Partners, Ltd. | 50,828 | $5.23M | 0.97% | −2,184−4.1% | Reduced |
| Pinnacle Financial Partners Inc | 51,546 | $5.31M | 0.15% | +98+0.2% | Added |
| Royal London Asset Management Ltd | 51,567 | $5.31M | 0.02% | +6,774+15.1% | Added |
| Founders Financial Alliance, LLC | 51,639 | $5.32M | 2.44% | +1,397+2.8% | Added |
| Semmax Financial Advisors Inc. | 51,044 | $5.32M | 2.12% | −881−1.7% | Reduced |
| Opus Investment Management Inc | 52,000 | $5.36M | 1.91% | 00.0% | Unchanged |
| Regions Financial Corp | 52,323 | $5.39M | 0.05% | −2,534−4.6% | Reduced |
| Marco Investment Management LLC | 52,512 | $5.41M | 0.63% | −48−0.1% | Reduced |
| IFP Advisors, Inc | 70,376 | $5.46M | 0.17% | +22,186+46.0% | Added |
| Pathway Financial Advisers, LLC | 53,176 | $5.48M | 2.22% | +53,176 | New |
| NewSquare Capital LLC | 53,195 | $5.48M | 0.68% | +4,160+8.5% | Added |
| Banque Pictet & Cie SA | 53,824 | $5.54M | 0.06% | +8,866+19.7% | Added |
| HB Wealth Management, LLC | 53,877 | $5.55M | 0.10% | +2,227+4.3% | Added |
| Daiwa Securities Group Inc. | 54,535 | $5.62M | 0.04% | +3,613+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 55,004 | $5.66M | 0.10% | +2,674+5.1% | Added |
| Moors & Cabot, Inc. | 55,239 | $5.69M | 0.40% | +897+1.7% | Added |
| Principal Street Partners, LLC | 55,476 | $5.71M | 1.44% | +3,773+7.3% | Added |
| Hartford Investment Management Co | 55,875 | $5.75M | 0.17% | −17,549−23.9% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 56,119 | $5.78M | 3.66% | −60−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 56,218 | $5.79M | 0.88% | +1,967+3.6% | Added |
| Wasatch Advisors Inc | 56,450 | $5.81M | 0.04% | +6,600+13.2% | Added |
| Estabrook Capital Management | 56,815 | $5.85M | 1.01% | −916−1.6% | Reduced |
| Beacon Financial Group | 57,238 | $5.89M | 0.81% | −212−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 57,565 | $5.93M | 0.08% | +897+1.6% | Added |
| Vontobel Holding Ltd. | 57,636 | $5.93M | 0.06% | −2,189−3.7% | Reduced |
| Eagle Global Advisors LLC | 57,745 | $5.95M | 0.41% | −534−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 57,880 | $5.96M | 0.26% | +29,747+105.7% | Added |
| Alaska Permanent Fund Corp | 57,969 | $5.97M | 0.10% | +320+0.6% | Added |
| Fayez Sarofim & Co | 57,981 | $5.97M | 0.02% | −11,250−16.2% | Reduced |
| Jackson Wealth Management, LLC | 58,340 | $6.01M | 2.21% | −19,856−25.4% | Reduced |
| Oregon Public Employees Retirement Fund | 59,110 | $6.09M | 0.08% | +125+0.2% | Added |
| Farmers Trust Co | 59,737 | $6.15M | 1.38% | −2,653−4.3% | Reduced |
| Clough Capital Partners L P | 60,000 | $6.18M | 0.63% | +60,000 | New |
| BCM Advisors, LLC | 60,838 | $6.22M | 1.72% | +10.0% | Added |
| Kentucky Retirement Systems | 60,536 | $6.24M | 0.25% | +264+0.4% | Added |
| Maryland State Retirement & Pension System | 60,595 | $6.24M | 0.18% | +1,036+1.7% | Added |
| Novare Capital Management LLC | 60,847 | $6.27M | 0.74% | −2,804−4.4% | Reduced |