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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 131,814 | $13.6M | 0.07% | +124,609+1,729.5% | Added |
| Westpac Banking Corp | 132,938 | $13.7M | 0.20% | +14,250+12.0% | Added |
| Woodmont Investment Counsel LLC | 133,749 | $13.8M | 1.56% | +220.0% | Added |
| Lockheed Martin Investment Management Co | 134,310 | $13.8M | 0.92% | +5,270+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 134,642 | $13.9M | 0.02% | +10,500+8.5% | Added |
| Exchange Traded Concepts, LLC | 135,753 | $14.0M | 0.40% | +130,025+2,270.0% | Added |
| New York Life Investment Management LLC | 136,613 | $14.1M | 0.16% | −516−0.4% | Reduced |
| Utah Retirement Systems | 136,686 | $14.1M | 0.22% | −1,400−1.0% | Reduced |
| Bank of Nova Scotia | 136,712 | $14.1M | 0.04% | +57,394+72.4% | Added |
| Beck Mack & Oliver LLC | 136,940 | $14.1M | 0.41% | −450−0.3% | Reduced |
| Yousif Capital Management, LLC | 138,917 | $14.3M | 0.19% | +2,194+1.6% | Added |
| Janney Capital Management LLC | 140,743 | $14.5M | 1.04% | +5,662+4.2% | Added |
| Cantor Fitzgerald, L. P. | 144,114 | $14.8M | 0.32% | +4,671+3.3% | Added |
| Gratus Capital LLC | 145,253 | $15.0M | 1.24% | +7,188+5.2% | Added |
| Colonial Trust Advisors | 147,649 | $15.2M | 1.87% | −916−0.6% | Reduced |
| Alberta Investment Management Corp | 149,437 | $15.4M | 0.14% | −220,168−59.6% | Reduced |
| AE Wealth Management LLC | 149,467 | $15.4M | 0.11% | +16,396+12.3% | Added |
| Canal Insurance CO | 150,166 | $15.5M | 4.27% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 150,540 | $15.5M | 1.26% | −30,203−16.7% | Reduced |
| ING Groep NV | 151,526 | $15.6M | 0.16% | +151,526 | New |
| National Bank of Canada | 153,282 | $15.8M | 0.04% | +58,701+62.1% | Added |
| Public Sector Pension Investment Board | 158,455 | $16.3M | 0.13% | +20,820+15.1% | Added |
| Vestcor Inc | 159,858 | $16.5M | 0.60% | −60,844−27.6% | Reduced |
| Tocqueville Asset Management L.P. | 160,184 | $16.5M | 0.31% | +376+0.2% | Added |
| Oppenheimer Asset Management Inc. | 162,765 | $16.8M | 0.27% | +12,617+8.4% | Added |
| Fukoku Mutual Life Insurance Co | 163,430 | $16.8M | 1.42% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 164,298 | $16.9M | 0.18% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 165,704 | $17.1M | 0.21% | 00.0% | Unchanged |
| Schroder Investment Management Group | 165,713 | $17.1M | 0.03% | −108,754−39.6% | Reduced |
| Davenport & Co LLC | 165,975 | $17.1M | 0.14% | +17,445+11.7% | Added |
| Financial Counselors Inc | 166,499 | $17.1M | 0.38% | −677−0.4% | Reduced |
| IFM Investors Pty Ltd | 171,852 | $17.7M | 0.30% | −52,686−23.5% | Reduced |
| Hyman Charles D | 177,434 | $18.3M | 1.25% | −567−0.3% | Reduced |
| Hudson Bay Capital Management LP | 180,000 | $18.5M | 0.22% | +180,000 | New |
| Thomasville National Bank | 181,383 | $18.7M | 2.15% | −208−0.1% | Reduced |
| Tiaa, FSB | 181,584 | $18.7M | 0.07% | −2,771−1.5% | Reduced |
| Bridgewater Associates, LP | 182,331 | $18.8M | 0.10% | +53,271+41.3% | Added |
| Godsey & Gibb Associates | 185,433 | $19.1M | 3.62% | +185,433 | New |
| DekaBank Deutsche Girozentrale | 184,854 | $19.2M | 0.05% | −38,275−17.2% | Reduced |
| CIBC World Markets Corp | 188,165 | $19.4M | 0.13% | +151,240+409.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 188,665 | $19.4M | 0.45% | +10,000+5.6% | Added |
| Guggenheim Capital LLC | 191,243 | $19.7M | 0.17% | −19,882−9.4% | Reduced |
| State of Tennessee, Treasury Department | 192,346 | $19.8M | 0.09% | −9,144−4.5% | Reduced |
| Huntington National Bank | 193,137 | $19.9M | 0.21% | +7,588+4.1% | Added |
| Standard Life Aberdeen plc | 193,462 | $19.9M | 0.05% | +8,859+4.8% | Added |
| Edgar Lomax Co | 194,471 | $20.0M | 1.22% | −1,935−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 194,561 | $20.0M | 0.07% | −254,393−56.7% | Reduced |
| Deprince Race & Zollo Inc | 195,319 | $20.1M | 0.46% | +17,798+10.0% | Added |
| Cerity Partners LLC | 200,267 | $20.6M | 0.13% | +164,661+462.5% | Added |
| Amalgamated Bank | 200,486 | $20.6M | 0.18% | −2,199−1.1% | Reduced |
| American International Group, Inc. | 200,527 | $20.7M | 0.14% | −1,095−0.5% | Reduced |
| Cetera Advisor Networks LLC | 200,804 | $20.7M | 0.17% | +50,553+33.6% | Added |
| MetLife Investment Management | 201,116 | $20.7M | 0.16% | −3,268−1.6% | Reduced |
| Comerica Bank | 199,567 | $20.8M | 0.16% | +7,431+3.9% | Added |
| State of Michigan Retirement System | 209,236 | $21.5M | 0.15% | +800+0.4% | Added |
| Arizona State Retirement System | 209,795 | $21.6M | 0.21% | +516+0.2% | Added |
| USS Investment Management Ltd | 209,861 | $21.6M | 0.31% | +4,500+2.2% | Added |
| Liberty One Investment Management, LLC | 211,519 | $21.8M | 3.13% | +15,010+7.6% | Added |
| Avalon Investment & Advisory | 213,543 | $22.0M | 0.63% | −564−0.3% | Reduced |
| Crawford Investment Counsel Inc | 216,152 | $22.3M | 0.48% | +46,924+27.7% | Added |
| Swiss Life Asset Management Ltd | 215,710 | $22.3M | 0.37% | +3,101+1.5% | Added |
| Payden & Rygel | 217,190 | $22.4M | 1.19% | −88,900−29.0% | Reduced |
| Calamos Advisors LLC | 220,395 | $22.7M | 0.11% | −37,559−14.6% | Reduced |
| Teacher Retirement System of Texas | 220,632 | $22.7M | 0.17% | −17,257−7.3% | Reduced |
| MML Investors Services, LLC | 221,078 | $22.8M | 0.15% | +20,974+10.5% | Added |
| Sabal Trust CO | 225,461 | $23.2M | 1.58% | −207−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 226,700 | $23.3M | 0.07% | +226,700 | New |
| Creative Planning | 229,321 | $23.6M | 0.04% | +13,277+6.1% | Added |
| Synovus Financial Corp | 236,457 | $24.4M | 0.28% | +3,974+1.7% | Added |
| Van Eck Associates Corp | 236,493 | $24.4M | 0.06% | +60,277+34.2% | Added |
| Citadel Advisors LLC | 238,086 | $24.5M | 0.03% | +102,372+75.4% | Added |
| Energy Income Partners, LLC | 238,648 | $24.6M | 0.55% | +101,788+74.4% | Added |
| CIBC Asset Management Inc | 241,276 | $24.8M | 0.11% | −7,528−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 244,030 | $25.1M | 0.56% | +76,881+46.0% | Added |
| Bokf, NA | 244,713 | $25.2M | 0.47% | +1,804+0.7% | Added |
| Retirement Systems of Alabama | 246,698 | $25.4M | 0.11% | −9,047−3.5% | Reduced |
| STRS Ohio | 252,546 | $26.0M | 0.12% | −10,825−4.1% | Reduced |
| Mackenzie Financial Corp | 253,170 | $26.1M | 0.04% | −138,167−35.3% | Reduced |
| Bruce & Co., Inc. | 261,200 | $26.9M | 6.93% | 00.0% | Unchanged |
| SEI Investments Co | 262,031 | $27.0M | 0.06% | −97,523−27.1% | Reduced |
| Nomura Asset Management Co Ltd | 262,448 | $27.0M | 0.16% | −79,525−23.3% | Reduced |
| Bollard Group LLC | 262,961 | $27.1M | 1.03% | −7,170−2.7% | Reduced |
| Forsta Ap-Fonden | 263,000 | $27.1M | 0.31% | −381,100−59.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 264,246 | $27.2M | 0.14% | +34,079+14.8% | Added |
| Clark Capital Management Group, Inc. | 270,783 | $27.9M | 0.26% | +10,915+4.2% | Added |
| Alps Advisors Inc | 276,189 | $28.4M | 0.25% | +245,481+799.4% | Added |
| M&T Bank Corp | 285,919 | $29.5M | 0.12% | −7,737−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 286,155 | $29.5M | 4.09% | +350.0% | Added |
| Money Concepts Capital Corp | 286,639 | $29.5M | 1.32% | +46,865+19.5% | Added |
| Susquehanna International Group, LLP | 288,558 | $29.7M | 0.06% | +245,513+570.4% | Added |
| WestEnd Advisors, LLC | 288,904 | $29.8M | 0.97% | −26,515−8.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 295,713 | $30.5M | 0.07% | −113,700−27.8% | Reduced |
| Magellan Asset Management Ltd | 298,196 | $30.7M | 0.26% | +34,200+13.0% | Added |
| Two Sigma Advisers, LP | 299,500 | $30.8M | 0.09% | −72,900−19.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 307,021 | $31.6M | 0.08% | +22,825+8.0% | Added |
| Cincinnati Financial Corp | 310,000 | $31.9M | 0.80% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 317,125 | $32.6M | 0.16% | −585,458−64.9% | Reduced |
| Fifth Third Bancorp | 317,509 | $32.7M | 0.16% | −18,489−5.5% | Reduced |
| Allianz Asset Management GmbH | 320,451 | $33.0M | 0.07% | −62,997−16.4% | Reduced |
| Umb Bank N A | 330,145 | $34.0M | 0.54% | −8,582−2.5% | Reduced |