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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 60,987 | $6.28M | 2.84% | +2,776+4.8% | Added |
| Alerus Financial NA | 61,287 | $6.31M | 0.58% | +1,969+3.3% | Added |
| Nordea Investment Management AB | 61,166 | $6.32M | 0.01% | +19,140+45.5% | Added |
| Guardian Capital LP | 61,466 | $6.33M | 0.21% | +8,000+15.0% | Added |
| Central Trust Co | 61,699 | $6.35M | 0.20% | −1,659−2.6% | Reduced |
| ProVise Management Group, LLC | 61,823 | $6.37M | 0.64% | +9,034+17.1% | Added |
| Camden National Bank | 62,032 | $6.39M | 1.33% | +48+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 62,612 | $6.45M | 0.30% | −70,208−52.9% | Reduced |
| Securian Asset Management, Inc | 63,225 | $6.51M | 0.18% | +477+0.8% | Added |
| Intact Investment Management Inc. | 63,300 | $6.52M | 0.28% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 63,760 | $6.57M | 0.20% | +5,971+10.3% | Added |
| Zions Bancorporation, N.A. | 63,879 | $6.58M | 0.52% | +13,789+27.5% | Added |
| Capital Investment Advisors, LLC | 63,879 | $6.58M | 0.20% | −95−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 64,140 | $6.61M | 1.45% | +1,076+1.7% | Added |
| Atria Investments LLC | 64,629 | $6.66M | 0.14% | +8,223+14.6% | Added |
| Brown Advisory Inc | 64,958 | $6.69M | 0.01% | +7,052+12.2% | Added |
| Ergoteles LLC | 65,188 | $6.71M | 0.25% | +51,385+372.3% | Added |
| Agf Management Ltd | 65,212 | $6.72M | 0.05% | +65,212 | New |
| Tompkins Financial Corp | 65,246 | $6.72M | 1.06% | −887−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 65,619 | $6.76M | 0.14% | +3,197+5.1% | Added |
| Level Four Advisory Services, LLC | 66,241 | $6.82M | 0.51% | +41,115+163.6% | Added |
| Cincinnati Casualty Co | 66,300 | $6.83M | 4.21% | 00.0% | Unchanged |
| New England Asset Management Inc | 66,440 | $6.84M | 0.13% | +8,957+15.6% | Added |
| Dean Investment Associates, LLC | 67,257 | $6.93M | 1.18% | +10,852+19.2% | Added |
| First Citizens Bank & Trust Co | 67,714 | $6.97M | 0.21% | −20.0% | Reduced |
| Raymond James Trust N.A. | 67,886 | $6.99M | 0.24% | +5,489+8.8% | Added |
| Atria Wealth Solutions, Inc. | 67,966 | $7.00M | 0.11% | +4,159+6.5% | Added |
| Snowden Capital Advisors LLC | 68,193 | $7.02M | 0.29% | +1,044+1.6% | Added |
| Strategic Advisors LLC | 68,287 | $7.03M | 1.57% | −56−0.1% | Reduced |
| British Columbia Investment Management Corp | 68,326 | $7.04M | 0.08% | −7,846−10.3% | Reduced |
| First PREMIER Bank | 68,745 | $7.08M | 2.14% | +409+0.6% | Added |
| Capital Investment Advisory Services, LLC | 68,961 | $7.10M | 0.84% | +9,545+16.1% | Added |
| National Asset Management, Inc. | 69,079 | $7.11M | 0.20% | +3,833+5.9% | Added |
| Wesbanco Bank Inc | 69,755 | $7.18M | 0.32% | +10,079+16.9% | Added |
| Commerzbank Aktiengesellschaft | 69,863 | $7.20M | 0.45% | −3,195−4.4% | Reduced |
| Anchor Investment Management, LLC | 69,916 | $7.20M | 1.03% | +36+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 70,838 | $7.30M | 0.12% | −7,648−9.7% | Reduced |
| Greystone Financial Group, LLC | 71,112 | $7.32M | 2.15% | +792+1.1% | Added |
| Biondo Investment Advisors, LLC | 70,505 | $7.33M | 1.63% | −544−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 71,600 | $7.37M | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 72,683 | $7.49M | 0.04% | −614−0.8% | Reduced |
| Welch & Forbes LLC | 74,259 | $7.65M | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 74,472 | $7.67M | 0.17% | −23,409−23.9% | Reduced |
| Advocate Group LLC | 75,146 | $7.74M | 1.67% | −5,009−6.2% | Reduced |
| Philadelphia Trust Co | 75,943 | $7.82M | 0.84% | −1,118−1.5% | Reduced |
| TD Private Client Wealth LLC | 75,989 | $7.83M | 0.37% | +9,113+13.6% | Added |
| Colony Group LLC | 77,901 | $8.02M | 0.11% | +4,580+6.2% | Added |
| Keybank National Association | 78,327 | $8.07M | 0.04% | −3,869−4.7% | Reduced |
| Smith, Salley & Associates | 78,864 | $8.12M | 0.69% | +203+0.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $8.24M | 0.13% | +80,000 | New |
| South Dakota Investment Council | 81,384 | $8.38M | 0.19% | 00.0% | Unchanged |
| Bell Bank | 81,617 | $8.41M | 0.98% | −5,723−6.6% | Reduced |
| Patten & Patten Inc | 82,306 | $8.48M | 0.77% | +4,484+5.8% | Added |
| Wealthfront Advisers LLC | 84,362 | $8.69M | 0.04% | −17,230−17.0% | Reduced |
| Laurel Wealth Advisors LLC | 84,893 | $8.74M | 2.01% | +4,410+5.5% | Added |
| Jones Financial Companies LLLP | 86,143 | $8.87M | 0.02% | +2,659+3.2% | Added |
| Romano Brothers and Company | 86,308 | $8.89M | 1.35% | −2,234−2.5% | Reduced |
| Prudential PLC | 86,410 | $8.90M | 0.11% | +940+1.1% | Added |
| ARS Wealth Advisors Group, LLC | 87,900 | $9.05M | 1.49% | +1,662+1.9% | Added |
| Morgan Dempsey Capital Management LLC | 87,959 | $9.06M | 2.51% | +2,111+2.5% | Added |
| Nissay Asset Management Corp | 88,077 | $9.07M | 0.09% | +114+0.1% | Added |
| Xponance, Inc. | 88,917 | $9.16M | 0.15% | +15,475+21.1% | Added |
| D.A. Davidson & Co. | 89,356 | $9.22M | 0.11% | +2,592+3.0% | Added |
| Czech National Bank | 90,155 | $9.29M | 0.25% | +690+0.8% | Added |
| Mercer Global Advisors Inc | 91,469 | $9.42M | 0.05% | −667−0.7% | Reduced |
| South State Corp. | 93,234 | $9.60M | 0.89% | +1,207+1.3% | Added |
| Farmers & Merchants Investments Inc | 94,927 | $9.78M | 0.40% | −301−0.3% | Reduced |
| Brinker Capital Investments, LLC | 95,027 | $9.79M | 0.19% | −3,809−3.9% | Reduced |
| Clarity Financial LLC | 95,039 | $9.79M | 1.89% | +33,866+55.4% | Added |
| CI Private Wealth, LLC | 95,061 | $9.79M | 0.04% | +95,061 | New |
| Cetera Investment Advisers | 97,499 | $10.0M | 0.09% | +33,983+53.5% | Added |
| FineMark National Bank & Trust | 99,062 | $10.2M | 0.46% | −5,231−5.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,693 | $10.4M | 0.03% | −34,928−25.8% | Reduced |
| ProShare Advisors LLC | 100,758 | $10.4M | 0.04% | −2,457−2.4% | Reduced |
| Linscomb & Williams, Inc. | 101,253 | $10.4M | 0.53% | +6,318+6.7% | Added |
| Bogart Wealth, LLC | 102,680 | $10.6M | 0.74% | +10,295+11.1% | Added |
| Stephens Inc | 105,468 | $10.9M | 0.22% | +32,798+45.1% | Added |
| Los Angeles Capital Management LLC | 107,057 | $11.0M | 0.05% | −421−0.4% | Reduced |
| Jane Street Group, LLC | 108,193 | $11.1M | 0.02% | −85,424−44.1% | Reduced |
| Panagora Asset Management Inc | 108,343 | $11.2M | 0.07% | −121,916−52.9% | Reduced |
| Blair William & Co | 109,233 | $11.2M | 0.05% | −17,928−14.1% | Reduced |
| Texas Permanent School Fund | 109,411 | $11.3M | 0.17% | +465+0.4% | Added |
| Mutual of America Capital Management LLC | 110,002 | $11.3M | 0.14% | +3,398+3.2% | Added |
| AlphaStar Capital Management, LLC | 110,094 | $11.3M | 1.17% | −6,964−5.9% | Reduced |
| Willis Investment Counsel | 111,460 | $11.5M | 0.73% | +810+0.7% | Added |
| Eagle Asset Management Inc | 112,835 | $11.7M | 0.07% | −732−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,504 | $12.1M | 0.06% | −6,171−5.0% | Reduced |
| Coann Capital LLC | 117,554 | $12.1M | 5.76% | +46,059+64.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 119,100 | $12.3M | 4.04% | +28,397+31.3% | Added |
| Kestra Advisory Services, LLC | 120,301 | $12.4M | 0.11% | +9,628+8.7% | Added |
| Janus Henderson Group PLC | 121,170 | $12.5M | 0.01% | +21,416+21.5% | Added |
| Independent Advisor Alliance | 121,818 | $12.5M | 1.53% | −647−0.5% | Reduced |
| Hennessy Advisors Inc | 122,187 | $12.6M | 0.83% | −9,700−7.4% | Reduced |
| Rockefeller Capital Management L.P. | 122,931 | $12.7M | 0.06% | +41,379+50.7% | Added |
| Guardian Capital Advisors LP | 120,493 | $12.7M | 1.44% | +329+0.3% | Added |
| Meyer Handelman Co | 123,187 | $12.7M | 0.53% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 126,053 | $13.0M | 0.07% | −2,714−2.1% | Reduced |
| Cornerstone Capital, Inc. | 126,826 | $13.1M | 1.67% | +2,680+2.2% | Added |
| State of Alaska, Department of Revenue | 127,485 | $13.1M | 0.16% | −645−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 127,752 | $13.2M | 0.23% | +225+0.2% | Added |