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; 2,492 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $41.2K | 0.01% | +400 | New |
| Capital Advisors, Ltd. LLC | 809 | $42.0K | 0.01% | +510+170.6% | Added |
| Horrell Capital Management, Inc. | 425 | $44.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 446 | $45.9K | 0.02% | +3+0.7% | Added |
| Robbins Farley LLC | 450 | $46.3K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 460 | $47.4K | 0.03% | +160+53.3% | Added |
| Lee Financial Co | 466 | $48.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 516 | $48.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 477 | $49.1K | 0.00% | −7−1.4% | Reduced |
| Benjamin Edwards Inc | 482 | $50.0K | 0.01% | +1+0.2% | Added |
| MinichMacGregor Wealth Management, LLC | 490 | $50.5K | 0.02% | +490 | New |
| Bell Investment Advisors, Inc | 491 | $50.6K | 0.01% | +250+103.7% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $51.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 504 | $51.9K | 0.01% | +315+166.7% | Added |
| Coppell Advisory Solutions LLC | 510 | $52.5K | 0.02% | +510 | New |
| Coppell Advisory Solutions Corp. | 510 | $52.5K | 0.02% | +510 | New |
| Abound Wealth Management | 510 | $52.6K | 0.03% | +41+8.7% | Added |
| Altshuler Shaham Ltd | 518 | $53.3K | 0.00% | −4−0.8% | Reduced |
| AXS Investments LLC | 521 | $53.7K | 0.02% | +521 | New |
| Canton Hathaway, LLC | 537 | $55.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 548 | $56.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $58.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 578 | $59.0K | 0.02% | +1+0.2% | Added |
| TFC Financial Management | 577 | $59.5K | 0.02% | −19−3.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 580 | $59.7K | 0.00% | −78,851−99.3% | Reduced |
| Versant Capital Management, Inc | 580 | $59.7K | 0.02% | −21−3.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 582 | $59.9K | 0.03% | −8−1.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 583 | $60.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $60.1K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 590 | $60.8K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 596 | $61.4K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 593 | $61.6K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 632 | $65.1K | 0.05% | +57+9.9% | Added |
| Wellington Shields Capital Management, LLC | 649 | $66.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 651 | $67.0K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $68.1K | 0.02% | −100−13.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 666 | $68.6K | 0.03% | +666 | New |
| Edmond de Rothschild Holding S.A. | 667 | $68.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $69.0K | 0.00% | −100−13.0% | Reduced |
| Boyd Watterson Asset Management LLC | 697 | $71.8K | 0.03% | +697 | New |
| RE Dickinson Investment Advisors, LLC | 709 | $73.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 710 | $73.1K | 0.06% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 720 | $74.2K | 0.10% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 721 | $74.3K | 0.05% | +721 | New |
| JFS Wealth Advisors, LLC | 735 | $75.7K | 0.01% | −34−4.4% | Reduced |
| Leelyn Smith, LLC | 737 | $75.9K | 0.02% | +540+274.1% | Added |
| Grey Fox Wealth Advisors, LLC | 737 | $75.9K | 0.05% | +737 | New |
| Bellevue Asset Management, LLC | 750 | $76.6K | 0.06% | +1+0.1% | Added |
| Cassady Schiller Wealth Management, LLC | 767 | $79.0K | 0.05% | +767 | New |
| Achmea Investment Management B.V. | 833 | $80.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 780 | $80.0K | 0.04% | +10+1.3% | Added |
| Disciplined Investments, LLC | 795 | $81.9K | 0.04% | −271−25.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 826 | $85.1K | 0.06% | +6+0.7% | Added |
| Cranbrook Wealth Management, LLC | 833 | $85.8K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 836 | $86.1K | 0.04% | −154−15.6% | Reduced |
| Kenfarb & Co. | 845 | $87.0K | 0.08% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 848 | $87.3K | 0.02% | +32+3.9% | Added |
| American State Bank (Iowa) | 874 | $90.0K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 887 | $91.0K | 0.33% | +5+0.6% | Added |
| Kozak & Associates, Inc. | 898 | $92.0K | 0.05% | +9+1.0% | Added |
| Prestige Wealth Management Group LLC | 928 | $95.5K | 0.02% | +138+17.5% | Added |
| Core Alternative Capital | 945 | $97.4K | 0.01% | −13−1.4% | Reduced |
| Sound Income Strategies, LLC | 949 | $97.7K | 0.01% | +231+32.2% | Added |
| Goodwin Investment Advisory | 962 | $99.1K | 0.07% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $103.0K | 0.06% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,008 | $104.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $105.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,020 | $105.0K | 0.03% | −225−18.1% | Reduced |
| Fiduciary Alliance LLC | 1,023 | $105.4K | 0.03% | +1,023 | New |
| S.A. Mason LLC | 1,036 | $106.7K | 0.08% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,054 | $108.5K | 0.09% | +49+4.9% | Added |
| Larson Financial Group LLC | 1,058 | $108.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,065 | $109.7K | 0.07% | −132−11.0% | Reduced |
| WFA Asset Management Corp | 1,092 | $112.5K | 0.07% | +191+21.2% | Added |
| TCI Wealth Advisors, Inc. | 1,103 | $113.6K | 0.02% | +113+11.4% | Added |
| Cornerstone Management, Inc. | 1,129 | $116.3K | 0.03% | +3+0.3% | Added |
| Pinebridge Investments, L.P. | 1,134 | $116.8K | 0.00% | +750+195.3% | Added |
| Baystate Wealth Management LLC | 1,143 | $118.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,141 | $118.0K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 1,283 | $119.3K | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,168 | $120.3K | 0.09% | −150−11.4% | Reduced |
| WFA of San Diego, LLC | 1,174 | $120.9K | 0.09% | +1,174 | New |
| Western Pacific Wealth Management, LP | 1,180 | $121.5K | 0.10% | +285+31.8% | Added |
| AllSquare Wealth Management LLC | 1,182 | $121.7K | 0.08% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,207 | $124.3K | 0.09% | +1,207 | New |
| City State Bank | 1,214 | $125.0K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,230 | $127.0K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,239 | $127.6K | 0.05% | +13+1.1% | Added |
| Farther Finance Advisors, LLC | 1,240 | $127.7K | 0.05% | +1,240 | New |
| Manchester Capital Management LLC | 1,246 | $128.3K | 0.02% | +433+53.3% | Added |
| Glassy Mountain Advisors, Inc. | 1,247 | $128.4K | 0.07% | +1,247 | New |
| Compagnie Lombard Odier SCmA | 1,250 | $129.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,259 | $130.0K | 0.02% | −1,778−58.5% | Reduced |
| Hollencrest Capital Management | 1,286 | $132.4K | 0.02% | +1,286 | New |
| New England Capital Financial Advisors LLC | 1,306 | $133.0K | 0.09% | +1,306 | New |
| Investors Research Corp | 1,310 | $134.9K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,317 | $135.7K | 0.02% | −31−2.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,321 | $136.1K | 0.02% | +3+0.2% | Added |
| Activest Wealth Management | 1,375 | $141.6K | 0.04% | 00.0% | Unchanged |