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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 3,258 | $335.5K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 3,259 | $335.6K | 0.03% | +145+4.7% | Added |
| Hoylecohen, LLC | 3,260 | $335.7K | 0.03% | −48−1.5% | Reduced |
| Charter Trust Co | 3,267 | $336.5K | 0.03% | −161−4.7% | Reduced |
| Bridgeworth, LLC | 3,278 | $337.6K | 0.05% | −44−1.3% | Reduced |
| David Loasby | 3,199 | $338.0K | 0.04% | +2+0.1% | Added |
| Old Second National Bank of Aurora | 3,289 | $338.7K | 0.10% | +270+8.9% | Added |
| KC Investment Advisors, LLC | 3,298 | $340.0K | 0.32% | −1,122−25.4% | Reduced |
| Nations Financial Group Inc, | 3,307 | $340.7K | 0.04% | +823+33.1% | Added |
| Octavia Wealth Advisors, LLC | 3,315 | $341.4K | 0.08% | +194+6.2% | Added |
| Wimmer Associates 1, LLC | 3,327 | $342.6K | 0.23% | −250−7.0% | Reduced |
| Keebeck Wealth Management, LLC | 3,330 | $343.0K | 0.06% | +45+1.4% | Added |
| St. Louis Trust Co | 3,333 | $343.3K | 0.07% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,343 | $344.3K | 0.10% | −120−3.5% | Reduced |
| StrategIQ Financial Group, LLC | 3,356 | $345.6K | 0.04% | +45+1.4% | Added |
| Arden Trust Co | 3,359 | $345.9K | 0.07% | −928−21.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,360 | $346.0K | 0.18% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,384 | $348.5K | 0.00% | −250−6.9% | Reduced |
| Diversified Portfolios, Inc. | 3,403 | $350.5K | 0.08% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,429 | $353.1K | 0.08% | −55−1.6% | Reduced |
| Aigen Investment Management, LP | 3,435 | $353.8K | 0.05% | −23,472−87.2% | Reduced |
| MONECO Advisors, LLC | 3,435 | $353.8K | 0.13% | +2+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,437 | $354.0K | 0.31% | −6−0.2% | Reduced |
| Apriem Advisors | 3,450 | $355.3K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,378 | $355.3K | 0.45% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,458 | $356.2K | 0.02% | −152−4.2% | Reduced |
| CRA Financial Services, LLC | 3,480 | $358.4K | 0.12% | +168+5.1% | Added |
| MCF Advisors LLC | 3,481 | $358.5K | 0.04% | −10.0% | Reduced |
| Rossmore Private Capital | 3,481 | $358.5K | 0.06% | +98+2.9% | Added |
| Cozad Asset Management Inc | 3,483 | $358.7K | 0.05% | −230−6.2% | Reduced |
| Am Investment Strategies LLC | 3,492 | $360.0K | 0.13% | +7+0.2% | Added |
| Traphagen Investment Advisors LLC | 3,499 | $360.4K | 0.06% | +353+11.2% | Added |
| Telemus Capital, LLC | 3,434 | $361.2K | 0.03% | −51−1.5% | Reduced |
| Community Bank, N.A. | 3,520 | $362.5K | 0.05% | −1,944−35.6% | Reduced |
| Aspen Grove Capital, LLC | 3,524 | $362.9K | 0.17% | +3,524 | New |
| Cravens & Co Advisors, LLC | 3,525 | $363.0K | 0.34% | +3,525 | New |
| Tilia Fiduciary Partners, Inc. | 3,526 | $363.1K | 0.35% | +9+0.3% | Added |
| Eagle Strategies LLC | 3,562 | $366.9K | 0.11% | +1,206+51.2% | Added |
| Kepos Capital LP | 3,578 | $368.0K | 0.05% | −781−17.9% | Reduced |
| Revolve Wealth Partners, LLC | 3,580 | $368.7K | 0.11% | −516−12.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,588 | $369.5K | 0.31% | +3,588 | New |
| Balboa Wealth Partners | 3,596 | $370.3K | 0.17% | +901+33.4% | Added |
| Flaharty Asset Management, LLC | 3,612 | $372.0K | 0.07% | −368−9.2% | Reduced |
| IronBridge Private Wealth, LLC | 3,614 | $372.2K | 0.31% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,676 | $374.3K | 0.18% | +129+3.6% | Added |
| Birchcreek Wealth Management, LLC | 3,638 | $374.7K | 0.33% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,657 | $376.6K | 0.08% | −148−3.9% | Reduced |
| Acorn Financial Advisory Services Inc | 3,661 | $377.0K | 0.08% | +10.0% | Added |
| Detalus Advisors, LLC | 3,663 | $377.3K | 0.18% | −18−0.5% | Reduced |
| Millennium Management LLC | 3,671 | $378.0K | 0.00% | −183,849−98.0% | Reduced |
| Abbrea Capital, LLC | 3,675 | $378.5K | 0.07% | +550+17.6% | Added |
| Domani Wealth, LLC | 3,689 | $380.0K | 0.10% | +40+1.1% | Added |
| Proficio Capital Partners LLC | 3,701 | $380.6K | 0.07% | +662+21.8% | Added |
| Westmount Partners, LLC | 3,707 | $381.8K | 0.20% | +3,707 | New |
| Horizon Investments, LLC | 3,705 | $382.0K | 0.01% | +1,142+44.6% | Added |
| Beacon Capital Management, LLC | 3,724 | $383.6K | 0.13% | −19−0.5% | Reduced |
| MKT Advisors LLC | 3,652 | $385.9K | 0.29% | −58−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,750 | $386.2K | 0.33% | −400−9.6% | Reduced |
| Avidian Wealth Solutions, LLC | 3,767 | $387.9K | 0.03% | +3,767 | New |
| King Wealth | 3,779 | $389.0K | 0.09% | +10.0% | Added |
| McGowan Group Asset Management, Inc. | 3,777 | $389.0K | 0.06% | +1,327+54.2% | Added |
| Gilman Hill Asset Management, LLC | 3,779 | $389.2K | 0.08% | −500−11.7% | Reduced |
| CoreFirst Bank & Trust | 3,781 | $389.4K | 0.30% | −350−8.5% | Reduced |
| Aveo Capital Partners, LLC | 3,784 | $389.7K | 0.06% | +502+15.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,788 | $390.0K | 0.35% | +50+1.3% | Added |
| DMG Group, LLC | 3,775 | $391.0K | 0.44% | −56−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 3,798 | $391.2K | 0.06% | −1,775−31.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,808 | $392.0K | 0.03% | −112−2.9% | Reduced |
| Advisors Capital Management, LLC | 3,819 | $393.0K | 0.01% | −1,608−29.6% | Reduced |
| Diligent Investors, LLC | 3,816 | $393.0K | 0.13% | +3,816 | New |
| Rockland Trust Co | 3,842 | $396.0K | 0.03% | +73+1.9% | Added |
| Wealthsource Partners, LLC | 3,851 | $396.7K | 0.03% | −25−0.6% | Reduced |
| Prosperity Wealth Management, Inc. | 3,855 | $397.0K | 0.39% | +3,855 | New |
| Platform Technology Partners | 3,860 | $397.6K | 0.21% | +433+12.6% | Added |
| Cypress Wealth Services, LLC | 3,867 | $398.3K | 0.13% | +226+6.2% | Added |
| Washington Trust Advisors, Inc. | 3,871 | $398.7K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,884 | $400.0K | 0.26% | +4+0.1% | Added |
| Parkside Financial Bank & Trust | 3,884 | $400.0K | 0.12% | +253+7.0% | Added |
| Buckingham Strategic Partners | 3,886 | $400.3K | 0.03% | −8,373−68.3% | Reduced |
| Calton & Associates, Inc. | 3,888 | $400.5K | 0.15% | +551+16.5% | Added |
| Phillips Wealth Planners LLC | 4,006 | $400.8K | 0.70% | +4,006 | New |
| First Citizens Financial Corp | 3,897 | $401.0K | 0.35% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,898 | $401.5K | 0.09% | +17+0.4% | Added |
| CFO4Life, L.P. | 3,898 | $401.5K | 0.09% | +3,898 | New |
| Seeyond | 3,906 | $402.3K | 0.04% | −9,696−71.3% | Reduced |
| Sterling Investment Counsel, LLC | 3,906 | $402.3K | 0.25% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,926 | $404.3K | 0.07% | −68−1.7% | Reduced |
| Cascade Investment Group, Inc. | 3,940 | $405.8K | 0.42% | +3,940 | New |
| Horizon Bancorp Inc | 3,951 | $407.0K | 0.23% | +3,951 | New |
| Adell Harriman & Carpenter Inc | 3,956 | $407.4K | 0.05% | −406−9.3% | Reduced |
| Destination Wealth Management | 3,974 | $409.3K | 0.02% | +132+3.4% | Added |
| CVA Family Office, LLC | 3,987 | $410.6K | 0.10% | −314−7.3% | Reduced |
| Accel Wealth Management | 3,989 | $410.8K | 0.20% | −41−1.0% | Reduced |
| Clear Street Markets LLC | 3,988 | $411.0K | 0.08% | −1,487−27.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,009 | $412.9K | 0.05% | +4,009 | New |
| Total Clarity Wealth Management, Inc. | 4,009 | $412.9K | 0.21% | +4,009 | New |
| Rosenberg Matthew Hamilton | 4,013 | $413.3K | 0.14% | +51+1.3% | Added |
| Douglas Lane & Associates, LLC | 4,032 | $415.2K | 0.01% | −304−7.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,051 | $417.2K | 0.17% | +4,051 | New |
| Harbor Investment Advisory, LLC | 4,064 | $418.6K | 0.07% | 00.0% | Unchanged |