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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 2,620 | $270.0K | 0.15% | −1,271−32.7% | Reduced |
| M. Kraus & Co | 2,624 | $270.3K | 0.10% | +14+0.5% | Added |
| Bender Robert & Associates | 2,626 | $270.5K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,604 | $271.4K | 0.30% | +2,604 | New |
| Wealth Effects LLC | 2,638 | $271.7K | 0.16% | +66+2.6% | Added |
| Sanders Morris Harris LLC | 2,650 | $272.9K | 0.10% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,659 | $273.9K | 0.02% | +2,659 | New |
| Asset Advisors Investment Management, LLC | 2,660 | $274.0K | 0.04% | −461−14.8% | Reduced |
| Alaethes Wealth LLC | 2,662 | $274.2K | 0.19% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,673 | $275.3K | 0.11% | +124+4.9% | Added |
| Reliant Investment Management, LLC | 2,678 | $275.8K | 0.16% | −195−6.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,697 | $277.8K | 0.08% | +87+3.3% | Added |
| Fortress Wealth Group, LLC | 2,698 | $277.9K | 0.19% | +18+0.7% | Added |
| Catalyst Financial Partners LLC | 2,699 | $278.0K | 0.14% | +2,699 | New |
| Michael B. Yongue | 2,705 | $278.6K | 0.26% | −454−14.4% | Reduced |
| Childress Capital Advisors, LLC | 2,707 | $278.8K | 0.09% | −809−23.0% | Reduced |
| Graypoint LLC | 2,712 | $279.3K | 0.03% | −204−7.0% | Reduced |
| JB Capital LLC | 2,718 | $279.9K | 0.03% | −8−0.3% | Reduced |
| Fca Corp | 2,719 | $280.0K | 0.11% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,720 | $280.1K | 0.04% | −1,324−32.7% | Reduced |
| Towerpoint Wealth, LLC | 2,724 | $280.5K | 0.16% | −100−3.5% | Reduced |
| Sterling Manor Financial, LLC | 2,728 | $281.0K | 0.31% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,730 | $281.2K | 0.11% | +505+22.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,736 | $281.8K | 0.00% | +24+0.9% | Added |
| Boston Common Asset Management, LLC | 2,757 | $284.0K | 0.01% | +64+2.4% | Added |
| McRae Capital Management Inc | 2,764 | $284.7K | 0.08% | −279−9.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,769 | $285.2K | 0.09% | +2,769 | New |
| Vantage Financial Partners, LLC | 2,770 | $285.3K | 0.17% | +13+0.5% | Added |
| YHB Investment Advisors, Inc. | 2,786 | $286.9K | 0.03% | −232−7.7% | Reduced |
| Verus Financial Partners, Inc. | 2,803 | $287.2K | 0.04% | −113−3.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,791 | $287.4K | 0.06% | +252+9.9% | Added |
| Mainstay Capital Management LLC | 2,799 | $288.2K | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,810 | $289.4K | 0.18% | +2,810 | New |
| Altrius Capital Management Inc | 2,815 | $289.9K | 0.09% | +64+2.3% | Added |
| Spinnaker Investment Group, LLC | 2,823 | $290.7K | 0.10% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,825 | $290.9K | 0.04% | −944−25.0% | Reduced |
| Adviser Investments LLC | 2,762 | $291.9K | 0.01% | −105−3.7% | Reduced |
| Weatherly Asset Management L. P. | 2,841 | $292.6K | 0.04% | −198−6.5% | Reduced |
| Northstar Advisory Group, LLC | 2,846 | $293.2K | 0.23% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,852 | $293.7K | 0.07% | −797−21.8% | Reduced |
| SFMG, LLC | 2,853 | $293.8K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,809 | $295.5K | 0.35% | +2,809 | New |
| Indiana Trust & Investment Management CO | 2,872 | $296.0K | 0.17% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,894 | $298.1K | 0.08% | +2,894 | New |
| West Branch Capital LLC | 2,907 | $299.4K | 0.18% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 2,908 | $299.5K | 0.27% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 2,914 | $300.2K | 0.35% | −502−14.7% | Reduced |
| Capital City Trust Co | 2,927 | $301.5K | 0.10% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,931 | $301.9K | 0.10% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,934 | $302.1K | 0.23% | +326+12.5% | Added |
| W.H. Cornerstone Investments Inc. | 2,912 | $305.7K | 0.29% | −629−17.8% | Reduced |
| Fulcrum Equity Management | 2,976 | $306.5K | 0.25% | +30+1.0% | Added |
| Fagan Associates, Inc. | 2,980 | $306.9K | 0.08% | −34−1.1% | Reduced |
| Cadinha & Co LLC | 2,980 | $306.9K | 0.07% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,980 | $306.9K | 0.19% | +385+14.8% | Added |
| Allegheny Financial Group LTD | 2,980 | $306.9K | 0.13% | −59−1.9% | Reduced |
| Hamilton Capital, LLC | 2,990 | $307.9K | 0.02% | +453+17.9% | Added |
| Hurlow Wealth Management Group, Inc. | 2,993 | $308.2K | 0.16% | +17+0.6% | Added |
| Searle & Co. | 3,000 | $309.0K | 0.11% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,000 | $309.0K | 0.30% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,002 | $309.1K | 0.27% | +104+3.6% | Added |
| Carl P. Sherr & Co., LLC | 3,021 | $311.1K | 0.24% | −899−22.9% | Reduced |
| Summit Asset Management, LLC | 3,022 | $311.2K | 0.09% | 00.0% | Unchanged |
| American Trust | 3,029 | $312.0K | 0.03% | +634+26.5% | Added |
| Beacon Investment Advisors LLC | 3,056 | $314.7K | 0.26% | +3,056 | New |
| LSP Investment Advisors, LLC | 3,060 | $315.1K | 0.14% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3,077 | $316.9K | 0.34% | −174−5.4% | Reduced |
| Krane Funds Advisors LLC | 3,076 | $317.0K | 0.01% | +3,076 | New |
| Burns J W & Co Inc | 3,083 | $318.0K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,093 | $318.6K | 0.06% | −59−1.9% | Reduced |
| Mark Stevens | 3,099 | $319.0K | 0.04% | −500−13.9% | Reduced |
| Westover Capital Advisors, LLC | 3,100 | $319.3K | 0.13% | −430−12.2% | Reduced |
| Letko, Brosseau & Associates Inc | 3,100 | $319.3K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,102 | $319.5K | 0.15% | +3,102 | New |
| American Money Management, LLC | 3,111 | $320.4K | 0.09% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 3,111 | $320.4K | 0.11% | +3,111 | New |
| Reitz Capital Advisors LLC | 3,115 | $321.0K | 0.31% | −30−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,124 | $321.7K | 0.32% | 00.0% | Unchanged |
| First Western Trust Bank | 3,129 | $322.3K | 0.02% | −34−1.1% | Reduced |
| Meridian Wealth Partners, LLC | 3,136 | $323.0K | 0.07% | −11−0.3% | Reduced |
| New Hampshire Trust | 3,137 | $323.1K | 0.09% | +3,137 | New |
| Nwam LLC | 3,140 | $323.4K | 0.03% | +239+8.2% | Added |
| Van Cleef Asset Management,Inc | 3,145 | $323.9K | 0.05% | +400+14.6% | Added |
| Meridian Investment Counsel Inc. | 3,145 | $324.0K | 0.13% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,146 | $324.0K | 0.22% | +10.0% | Added |
| Grant/GrossMendelsohn, LLC | 3,086 | $324.6K | 0.17% | +98+3.3% | Added |
| Clearstead Advisors, LLC | 3,159 | $325.3K | 0.03% | +26+0.8% | Added |
| Elmwood Wealth Management, Inc. | 3,161 | $325.6K | 0.16% | −2,687−45.9% | Reduced |
| 44 Wealth Management LLC | 3,167 | $326.2K | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,170 | $326.5K | 0.11% | +3,170 | New |
| Truvestments Capital LLC | 3,183 | $327.8K | 0.18% | −335−9.5% | Reduced |
| Brighton Jones LLC | 3,187 | $328.3K | 0.02% | +187+6.2% | Added |
| North Star Investment Management Corp. | 3,192 | $328.7K | 0.03% | +95+3.1% | Added |
| Bank of Nova Scotia Trust Co | 3,200 | $329.6K | 0.04% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,216 | $331.2K | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 3,225 | $332.0K | 0.06% | +589+22.3% | Added |
| Peachtree Investment Partners, LLC | 3,243 | $334.0K | 0.20% | −164−4.8% | Reduced |
| Hotaling Investment Management, LLC | 3,244 | $334.0K | 0.15% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 3,243 | $334.0K | 0.17% | +17+0.5% | Added |
| Pittenger & Anderson Inc | 3,250 | $334.7K | 0.02% | 00.0% | Unchanged |