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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2,169 | $223.0K | 0.00% | +1,134+109.6% | Added |
| Redwood Financial Network Corp | 2,166 | $223.0K | 0.25% | +2,166 | New |
| Institutional & Family Asset Management, LLC | 2,169 | $223.4K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 2,170 | $223.5K | 0.26% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,179 | $224.4K | 0.05% | +2,179 | New |
| Red Wave Investments LLC | 2,187 | $225.2K | 0.10% | −1,469−40.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,188 | $225.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,190 | $225.5K | 0.07% | +2,190 | New |
| Lumature Wealth Partners, LLC | 2,194 | $226.0K | 0.13% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,197 | $226.0K | 0.03% | −189−7.9% | Reduced |
| Community Trust & Investment Co | 2,195 | $226.1K | 0.02% | −1,075−32.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,197 | $226.3K | 0.11% | −266−10.8% | Reduced |
| Cornerstone Advisors, LLC | 2,200 | $226.6K | 0.01% | −35,000−94.1% | Reduced |
| Cubic Asset Management, LLC | 2,200 | $226.6K | 0.06% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,222 | $228.8K | 0.15% | −56−2.5% | Reduced |
| Charter Research & Investment Group, Inc. | 2,225 | $229.2K | 0.22% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,230 | $229.7K | 0.08% | 00.0% | Unchanged |
| Regent Investment Management LLC | 2,229 | $230.0K | 0.06% | +39+1.8% | Added |
| Boltwood Capital Management | 2,240 | $230.7K | 0.09% | −25−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 2,242 | $230.9K | 0.02% | −741−24.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,194 | $231.3K | 0.15% | +2,194 | New |
| tru Independence LLC | 2,248 | $231.5K | 0.08% | −191−7.8% | Reduced |
| Provident Wealth Management, LLC | 2,249 | $231.6K | 0.14% | +56+2.6% | Added |
| Westhampton Capital, LLC | 2,261 | $232.9K | 0.16% | +2,261 | New |
| Chesapeake Wealth Management | 2,262 | $233.0K | 0.10% | −30−1.3% | Reduced |
| West Michigan Advisors, LLC | 2,268 | $233.6K | 0.17% | +20+0.9% | Added |
| Lockerman Financial Group, Inc. | 2,269 | $233.7K | 0.68% | −49−2.1% | Reduced |
| SC&H Financial Advisors, Inc. | 2,273 | $234.1K | 0.10% | −190−7.7% | Reduced |
| TRUE Private Wealth Advisors | 2,274 | $234.2K | 0.04% | +61+2.8% | Added |
| Motco | 2,278 | $234.6K | 0.02% | +196+9.4% | Added |
| Essex Investment Management Co LLC | 2,291 | $236.0K | 0.04% | −93−3.9% | Reduced |
| Dividend Assets Capital, LLC | 2,287 | $236.0K | 0.05% | +450+24.5% | Added |
| Stone Run Capital, LLC | 2,304 | $237.3K | 0.12% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,305 | $237.4K | 0.23% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 2,307 | $237.6K | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,309 | $237.8K | 0.09% | −923−28.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,315 | $238.4K | 0.06% | +2,315 | New |
| Ledyard National Bank | 2,319 | $238.8K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,331 | $240.1K | 0.02% | −10.0% | Reduced |
| Leonteq Securities AG | 2,343 | $241.3K | 0.01% | −243−9.4% | Reduced |
| Sage Rhino Capital LLC | 2,351 | $242.1K | 0.08% | −115−4.7% | Reduced |
| Frisch Financial Group, Inc. | 2,355 | $243.0K | 0.09% | +2,355 | New |
| Camden Capital, LLC | 2,360 | $243.1K | 0.04% | +129+5.8% | Added |
| Central Bank & Trust Co | 2,367 | $243.8K | 0.05% | +168+7.6% | Added |
| Waldron Private Wealth LLC | 2,627 | $244.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,370 | $244.1K | 0.12% | −197−7.7% | Reduced |
| Lindbrook Capital, LLC | 2,383 | $245.4K | 0.03% | +379+18.9% | Added |
| RNC Capital Management LLC | 2,389 | $246.0K | 0.01% | −81−3.3% | Reduced |
| Semus Wealth Partners LLC | 2,389 | $246.1K | 0.30% | +2,389 | New |
| JJJ Advisors Inc. | 2,342 | $246.1K | 0.07% | −188−7.4% | Reduced |
| S. R. Schill & Associates | 2,398 | $247.0K | 0.12% | +2,398 | New |
| Shilanski & Associates, Inc. | 2,406 | $247.8K | 0.11% | +2,406 | New |
| TrueWealth Advisors, LLC | 2,416 | $248.8K | 0.11% | −21−0.9% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $249.0K | 0.26% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 2,420 | $249.2K | 0.24% | +2,420 | New |
| Griffin Asset Management, Inc. | 2,427 | $250.0K | 0.04% | −381−13.6% | Reduced |
| Bridges Investment Management Inc | 2,429 | $250.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,430 | $250.3K | 0.02% | +329+15.7% | Added |
| Pasadena Private Wealth, LLC | 2,430 | $250.3K | 0.08% | +14+0.6% | Added |
| CapWealth Advisors, LLC | 2,433 | $250.6K | 0.03% | +33+1.4% | Added |
| Mezzasalma Advisors, LLC | 2,437 | $251.0K | 0.22% | −170−6.5% | Reduced |
| S&CO Inc | 2,438 | $251.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,439 | $251.2K | 0.02% | −78−3.1% | Reduced |
| Empowered Funds, LLC | 2,441 | $251.4K | 0.02% | −5,222−68.1% | Reduced |
| Montecito Bank & Trust | 2,443 | $252.0K | 0.06% | +2,443 | New |
| Wealthquest Corp | 2,448 | $252.1K | 0.03% | −141−5.4% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $252.3K | 0.06% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 2,451 | $252.5K | 0.14% | −22−0.9% | Reduced |
| LexAurum Advisors, LLC | 2,458 | $253.1K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,468 | $254.2K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,490 | $256.5K | 0.03% | −810−24.5% | Reduced |
| Bath Savings Trust Co | 2,500 | $257.0K | 0.03% | +67+2.8% | Added |
| Shayne & Co., LLC | 2,500 | $257.5K | 0.14% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $257.6K | 0.13% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,501 | $257.6K | 0.03% | +2,501 | New |
| First Foundation Advisors | 2,506 | $258.1K | 0.01% | +278+12.5% | Added |
| Eads & Heald Wealth Management | 2,517 | $259.0K | 0.13% | +25+1.0% | Added |
| Klingman & Associates, LLC | 2,518 | $259.3K | 0.02% | +70+2.9% | Added |
| TD Ameritrade Investment Management, LLC | 2,527 | $260.0K | 0.00% | −831−24.7% | Reduced |
| Hudson Value Partners, LLC | 2,525 | $260.1K | 0.16% | +2,525 | New |
| Eaton Financial Holdings Company, LLC | 2,530 | $260.6K | 0.22% | +2,530 | New |
| Baker Ellis Asset Management LLC | 2,531 | $260.7K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,533 | $260.9K | 0.02% | −388−13.3% | Reduced |
| Bickling Financial Services, Inc. | 2,533 | $260.9K | 0.16% | +9+0.4% | Added |
| TFG Advisers LLC | 2,536 | $261.2K | 0.13% | −111−4.2% | Reduced |
| Innovis Asset Management LLC | 2,543 | $261.9K | 0.12% | +2,543 | New |
| M&R Capital Management Inc | 2,547 | $262.3K | 0.07% | +700+37.9% | Added |
| Waddell & Associates, LLC | 2,554 | $263.0K | 0.04% | +43+1.7% | Added |
| Cook Wealth Management Group LLC | 2,565 | $264.2K | 0.25% | +50+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,565 | $264.2K | 0.07% | −2,754−51.8% | Reduced |
| Gryphon Financial Partners LLC | 2,568 | $264.5K | 0.06% | −492−16.1% | Reduced |
| Centurion Wealth Management LLC | 2,572 | $264.9K | 0.15% | +2,572 | New |
| Gleason Group, Inc. | 2,578 | $265.5K | 0.08% | +25+1.0% | Added |
| Citizens National Bank Trust Department | 2,582 | $266.0K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,584 | $266.2K | 0.13% | +6+0.2% | Added |
| Buckingham Capital Management, Inc. | 2,588 | $266.5K | 0.05% | +85+3.4% | Added |
| Nicolet Bankshares Inc | 2,593 | $267.1K | 0.09% | −337−11.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,610 | $268.0K | 0.40% | +10+0.4% | Added |
| Horan Securities, Inc. | 2,614 | $269.2K | 0.15% | −134−4.9% | Reduced |
| Verus Capital Partners, LLC | 2,616 | $269.4K | 0.05% | +341+15.0% | Added |