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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 1,382 | $142.0K | 0.10% | −129−8.5% | Reduced |
| Atwood & Palmer Inc | 1,380 | $142.1K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,389 | $143.0K | 0.81% | +60+4.5% | Added |
| New Millennium Group LLC | 1,389 | $143.1K | 0.15% | −97−6.5% | Reduced |
| Smithfield Trust Co | 1,409 | $145.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,420 | $146.2K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,445 | $148.0K | 0.13% | +2+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,456 | $150.0K | 0.03% | −46−3.1% | Reduced |
| TCTC Holdings, LLC | 1,473 | $151.7K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,489 | $153.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,528 | $157.0K | 0.02% | +175+12.9% | Added |
| Barrett & Company, Inc. | 1,534 | $158.0K | 0.10% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,561 | $160.8K | 0.03% | −459−22.7% | Reduced |
| Johnson Financial Group, Inc. | 1,617 | $166.5K | 0.01% | −362−18.3% | Reduced |
| AlphaMark Advisors, LLC | 1,617 | $167.0K | 0.08% | +3+0.2% | Added |
| Rock Creek Group, LP | 1,622 | $167.1K | 0.02% | −288−15.1% | Reduced |
| Shell Asset Management Co | 1,632 | $168.0K | 0.01% | +1,632 | New |
| Beaird Harris Wealth Management, LLC | 1,634 | $168.3K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,636 | $168.5K | 0.01% | −369−18.4% | Reduced |
| Arrow Financial Corp | 1,640 | $169.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,682 | $173.2K | 0.01% | −428−20.3% | Reduced |
| Vigilant Capital Management, LLC | 1,727 | $178.0K | 0.02% | −39−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,733 | $178.5K | 0.02% | −54−3.0% | Reduced |
| RFP Financial Group LLC | 1,769 | $182.2K | 0.08% | +1,769 | New |
| Knuff & Co LLC | 1,773 | $182.6K | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,773 | $182.6K | 0.00% | +1+0.1% | Added |
| Stephens Consulting, LLC | 1,787 | $184.0K | 0.12% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,809 | $186.3K | 0.09% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,831 | $189.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,863 | $191.9K | 0.02% | +1,830+5,545.5% | Added |
| Silvant Capital Management LLC | 1,886 | $194.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $196.0K | 0.12% | 00.0% | Unchanged |
| Cercano Management LLC | 1,919 | $197.6K | 0.01% | +1,919 | New |
| Acropolis Investment Management, LLC | 1,925 | $198.3K | 0.02% | +1,925 | New |
| Glass Jacobson Investment Advisors llc | 1,941 | $199.9K | 0.10% | +1,941 | New |
| Sargent Bickham Lagudis LLC | 1,942 | $200.0K | 0.02% | −54−2.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 1,944 | $200.2K | 0.05% | +1,944 | New |
| Chelsea Counsel Co | 1,951 | $200.9K | 0.10% | +1,951 | New |
| True Capital Management | 1,954 | $201.2K | 0.16% | +1,954 | New |
| Meridian Financial, LLC | 1,956 | $201.5K | 0.21% | +1,956 | New |
| Cowa, LLC | 1,124 | $201.7K | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,917 | $202.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,964 | $202.3K | 0.02% | −1,146−36.8% | Reduced |
| South Street Advisors LLC | 1,966 | $202.5K | 0.04% | +1,966 | New |
| Castleview Partners, LLC | 1,969 | $202.8K | 0.20% | +132+7.2% | Added |
| WMS Partners, LLC | 1,969 | $202.8K | 0.02% | +1,969 | New |
| Flputnam Investment Management Co | 1,978 | $203.7K | 0.01% | +1,978 | New |
| Deseret Mutual Benefit Administrators | 1,978 | $203.7K | 0.08% | −1,657−45.6% | Reduced |
| Apella Capital, LLC | 1,988 | $204.7K | 0.02% | +1,988 | New |
| Pacitti Group Inc. | 1,990 | $204.9K | 0.16% | +1,990 | New |
| Pinnacle Bancorp, Inc. | 1,992 | $205.0K | 0.08% | −14−0.7% | Reduced |
| Pring Turner Capital Group Inc | 1,991 | $205.1K | 0.22% | +1,991 | New |
| Kohmann Bosshard Financial Services, LLC | 1,991 | $205.1K | 0.04% | +1,991 | New |
| Traynor Capital Management, Inc. | 2,000 | $206.0K | 0.04% | +2,000 | New |
| LS Investment Advisors, LLC | 2,000 | $206.0K | 0.04% | +2,000 | New |
| Capital Financial Services, LLC | 2,000 | $206.0K | 0.28% | +2,000 | New |
| Northern Capital Management, Inc. | 2,009 | $206.9K | 0.20% | +2,009 | New |
| Xcel Wealth Management, LLC | 2,019 | $207.9K | 0.08% | +2,019 | New |
| First National Advisers, LLC | 2,021 | $208.0K | 0.27% | +299+17.4% | Added |
| HFR Wealth Management, LLC | 2,022 | $208.0K | 0.06% | +2,022 | New |
| Avestar Capital, LLC | 2,022 | $208.2K | 0.04% | +2,022 | New |
| McLean Asset Management Corp | 2,027 | $208.7K | 0.07% | +2,027 | New |
| Auxano Advisors, LLC | 2,027 | $208.8K | 0.09% | +2,027 | New |
| North Star Asset Management Inc | 2,030 | $209.1K | 0.01% | +2,030 | New |
| NBW Capital LLC | 2,032 | $209.3K | 0.05% | +2,032 | New |
| Alliance Wealth Advisors, LLC | 2,034 | $209.5K | 0.09% | +2,034 | New |
| Venturi Wealth Management, LLC | 2,037 | $209.8K | 0.02% | −830−29.0% | Reduced |
| Breakwater Capital Group | 2,039 | $210.0K | 0.11% | +2,039 | New |
| Virtue Capital Management, LLC | 2,041 | $210.2K | 0.03% | +2,041 | New |
| Absher Wealth Management, LLC | 2,042 | $210.3K | 0.04% | +2,042 | New |
| Capital Financial Planning, LLC | 2,049 | $211.0K | 0.09% | +2,049 | New |
| Liberty Capital Management, Inc. | 2,050 | $211.1K | 0.07% | +2,050 | New |
| MV Capital Management, Inc. | 2,053 | $211.4K | 0.03% | −243−10.6% | Reduced |
| Eagle Rock Investment Company, LLC | 2,005 | $211.8K | 0.05% | +2,005 | New |
| Lokken Investment Group LLC | 2,068 | $213.0K | 0.17% | +2,068 | New |
| Thoroughbred Financial Services, LLC | 2,071 | $213.0K | 0.03% | +2,071 | New |
| Sargent Investment Group, LLC | 2,069 | $213.1K | 0.07% | +2,069 | New |
| Patton Fund Management, Inc. | 2,078 | $214.0K | 0.06% | +2,078 | New |
| Horan Capital Advisors, LLC. | 2,078 | $214.0K | 0.09% | +2,078 | New |
| CFM Wealth Partners LLC | 2,079 | $214.1K | 0.06% | −109−5.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,080 | $214.2K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,080 | $214.2K | 0.03% | −105−4.8% | Reduced |
| Barber Financial Group, Inc. | 2,084 | $214.6K | 0.06% | +2,084 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,087 | $214.9K | 0.04% | −861−29.2% | Reduced |
| Tradition Wealth Management, LLC | 2,083 | $215.0K | 0.03% | +28+1.4% | Added |
| Annex Advisory Services, LLC | 2,090 | $215.2K | 0.01% | −1,100−34.5% | Reduced |
| Guerra Pan Advisors, LLC | 2,093 | $215.6K | 0.29% | +2,093 | New |
| Summit Trail Advisors, LLC | 2,094 | $215.7K | 0.01% | −1,246−37.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,096 | $215.9K | 0.07% | −1,240−37.2% | Reduced |
| Blossom Wealth Management | 2,103 | $216.6K | 1.05% | +2,103 | New |
| Virtus Investment Advisers, Inc. | 2,104 | $216.7K | 0.14% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,108 | $217.1K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 2,120 | $218.3K | 0.15% | +2,120 | New |
| Investmark Advisory Group LLC | 2,128 | $219.1K | 0.16% | +2,128 | New |
| Becker Capital Management Inc | 2,130 | $219.4K | 0.01% | −445−17.3% | Reduced |
| Papp L Roy & Associates | 2,135 | $219.9K | 0.03% | +2,135 | New |
| KRS Capital Management, LLC | 2,147 | $221.1K | 0.30% | +2,147 | New |
| FirstPurpose Wealth LLC | 2,159 | $222.4K | 0.12% | +2,159 | New |
| Sage Mountain Advisors LLC | 2,161 | $222.6K | 0.05% | +2,161 | New |
| Valley Brook Capital Group | 2,164 | $222.9K | 0.21% | +2,164 | New |