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 |
|---|---|---|---|---|---|
| Raab & Moskowitz Asset Management LLC | 4,082 | $420.4K | 0.16% | +324+8.6% | Added |
| Karpas Strategies, LLC | 4,102 | $422.5K | 0.15% | +9+0.2% | Added |
| EverSource Wealth Advisors, LLC | 4,102 | $422.5K | 0.06% | +1,208+41.7% | Added |
| Wilkins Investment Counsel Inc | 4,121 | $424.0K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,126 | $424.9K | 0.25% | −97−2.3% | Reduced |
| White Lighthouse Investment Management Inc. | 4,160 | $428.4K | 0.12% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,179 | $429.0K | 0.10% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,176 | $430.1K | 0.22% | +41+1.0% | Added |
| Quad-Cities Investment Group, LLC | 4,192 | $431.8K | 0.32% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 4,193 | $431.9K | 0.26% | +4,193 | New |
| Private Capital Management, LLC | 4,202 | $432.8K | 0.06% | +600+16.7% | Added |
| Cypress Asset Management Inc | 4,210 | $433.6K | 0.16% | −10−0.2% | Reduced |
| Darwin Advisors, LLC | 4,132 | $433.8K | 0.11% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,269 | $440.0K | 0.35% | +108+2.6% | Added |
| Marathon Capital Management | 4,292 | $442.0K | 0.12% | +229+5.6% | Added |
| RIA Advisory Group LLC | 4,296 | $442.3K | 0.26% | +4,296 | New |
| PBMares Wealth Management LLC | 4,300 | $442.8K | 0.18% | +731+20.5% | Added |
| Strategic Investment Advisors | 4,304 | $443.3K | 0.09% | +1,844+75.0% | Added |
| Flagship Harbor Advisors, LLC | 4,326 | $445.5K | 0.05% | +125+3.0% | Added |
| Joule Financial, LLC | 4,327 | $445.7K | 0.30% | −165−3.7% | Reduced |
| Blue Fin Capital, Inc. | 4,337 | $446.7K | 0.16% | −11−0.3% | Reduced |
| Prio Wealth Limited Partnership | 4,340 | $447.0K | 0.02% | −288−6.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,343 | $447.3K | 0.20% | +4,343 | New |
| 3Chopt Investment Partners, LLC | 4,346 | $447.6K | 0.24% | +4,346 | New |
| Verition Fund Management LLC | 4,355 | $448.5K | 0.01% | −34,544−88.8% | Reduced |
| Phocas Financial Corp. | 4,358 | $448.8K | 0.06% | −1,353−23.7% | Reduced |
| Roble, Belko & Company, Inc | 4,364 | $449.0K | 0.10% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,365 | $449.5K | 0.06% | +1,650+60.8% | Added |
| Crescent Sterling, Ltd. | 4,370 | $450.1K | 0.48% | +4,370 | New |
| SageView Advisory Group, LLC | 4,375 | $450.6K | 0.04% | +4,375 | New |
| Alliance Wealth Advisors, LLC | 4,390 | $452.1K | 0.38% | −130−2.9% | Reduced |
| West Paces Advisors Inc. | 4,393 | $452.4K | 0.14% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,400 | $453.2K | 0.13% | −645−12.8% | Reduced |
| CWS Financial Advisors, LLC | 4,704 | $454.0K | 0.20% | −293−5.9% | Reduced |
| Field & Main Bank | 4,411 | $454.3K | 0.29% | +110+2.6% | Added |
| Renasant Bank | 4,412 | $454.4K | 0.34% | +175+4.1% | Added |
| L.M. Kohn & Company | 4,425 | $455.7K | 0.21% | +175+4.1% | Added |
| Caption Management, LLC | 4,425 | $455.7K | 0.08% | −3,000−40.4% | Reduced |
| Treasure Coast Financial Planning | 4,424 | $456.0K | 0.34% | +20+0.5% | Added |
| Two Sigma Securities, LLC | 4,434 | $456.7K | 0.06% | −17,139−79.4% | Reduced |
| Cambridge Trust Co | 4,430 | $457.0K | 0.02% | −241−5.2% | Reduced |
| SignalPoint Asset Management, LLC | 4,455 | $459.0K | 0.16% | +10.0% | Added |
| Sittner & Nelson, LLC | 4,472 | $460.6K | 0.28% | +607+15.7% | Added |
| PSI Advisors, LLC | 4,486 | $462.0K | 0.25% | −1,084−19.5% | Reduced |
| LVM Capital Management Ltd | 4,486 | $462.0K | 0.07% | +20.0% | Added |
| Carmichael Hill & Associates, Inc. | 4,508 | $464.3K | 0.26% | +8+0.2% | Added |
| Probity Advisors, Inc. | 4,515 | $465.0K | 0.11% | −216−4.6% | Reduced |
| CX Institutional | 4,515 | $465.0K | 0.03% | +4,515 | New |
| Campion Asset Management LLC | 4,520 | $465.5K | 0.46% | +4,520 | New |
| Sigma Investment Counselors Inc | 4,547 | $468.3K | 0.04% | +146+3.3% | Added |
| Gamco Investors, Inc. Et Al | 4,564 | $470.0K | 0.01% | +4,564 | New |
| Hudock, Inc. | 4,575 | $471.2K | 0.16% | −967−17.4% | Reduced |
| Davis R M Inc | 4,580 | $472.0K | 0.01% | +489+12.0% | Added |
| Westbourne Investment Advisors, Inc. | 4,595 | $473.0K | 0.24% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,596 | $473.3K | 0.05% | +177+4.0% | Added |
| Hummer Financial Advisory Services Inc | 4,600 | $473.8K | 0.52% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,600 | $473.8K | 0.15% | −710−13.4% | Reduced |
| Wintrust Investments LLC | 4,604 | $474.0K | 0.06% | +10+0.2% | Added |
| Wendell David Associates Inc | 4,616 | $475.0K | 0.06% | −81−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 4,617 | $475.5K | 0.03% | −227−4.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,634 | $477.3K | 0.28% | −33−0.7% | Reduced |
| Greenline Partners, LLC | 4,638 | $477.7K | 0.09% | −22,178−82.7% | Reduced |
| Goepper Burkhardt LLC | 4,665 | $480.4K | 0.34% | −1,350−22.4% | Reduced |
| Capital Analysts, LLC | 4,669 | $481.0K | 0.03% | +120+2.6% | Added |
| Apexium Financial, LP | 4,678 | $481.8K | 0.05% | −13−0.3% | Reduced |
| Cedrus LLC | 4,691 | $483.1K | 0.39% | +811+20.9% | Added |
| Marshall Wace, LLP | 4,694 | $483.4K | 0.00% | −139,264−96.7% | Reduced |
| Costello Asset Management, INC | 4,734 | $487.6K | 0.44% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,739 | $488.0K | 0.35% | +184+4.0% | Added |
| Symmetry Partners, LLC | 4,781 | $492.0K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 4,783 | $492.6K | 0.42% | −43−0.9% | Reduced |
| Sunbelt Securities, Inc. | 4,789 | $493.3K | 0.10% | +20.0% | Added |
| Bedel Financial Consulting, Inc. | 4,792 | $493.5K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,797 | $494.0K | 0.02% | −6−0.1% | Reduced |
| Coastline Trust Co | 4,805 | $494.9K | 0.07% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 4,810 | $495.0K | 0.18% | 00.0% | Unchanged |
| Providence First Trust Co | 4,826 | $497.0K | 0.29% | +314+7.0% | Added |
| Fisher Asset Management, LLC | 4,835 | $498.0K | 0.00% | −953−16.5% | Reduced |
| Heritage Wealth Advisors | 4,853 | $499.8K | 0.03% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,900 | $504.7K | 0.09% | +4,900 | New |
| Gyroscope Capital Management Group, LLC | 4,908 | $505.5K | 0.15% | +105+2.2% | Added |
| World Equity Group, Inc. | 4,924 | $507.1K | 0.12% | −10.0% | Reduced |
| Hartford Funds Management Co LLC | 4,947 | $509.5K | 0.05% | +4,947 | New |
| Visionary Wealth Advisors | 4,948 | $510.0K | 0.05% | +67+1.4% | Added |
| OneAscent Wealth Management LLC | 4,963 | $511.0K | 0.24% | +410+9.0% | Added |
| Means Investment Co., Inc. | 4,983 | $513.2K | 0.10% | +339+7.3% | Added |
| Ritholtz Wealth Management | 4,987 | $513.6K | 0.03% | −5,237−51.2% | Reduced |
| Financial Partners Group, Inc | 5,154 | $515.6K | 0.11% | +20.0% | Added |
| Hamel Associates, Inc. | 5,009 | $515.9K | 0.18% | −1,025−17.0% | Reduced |
| Zeke Capital Advisors, LLC | 5,015 | $516.5K | 0.03% | +20.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,018 | $516.8K | 0.30% | 00.0% | Unchanged |
| Navellier & Associates Inc | 5,035 | $518.6K | 0.11% | +455+9.9% | Added |
| Claro Advisors LLC | 5,039 | $518.9K | 0.17% | +1,456+40.6% | Added |
| Beese Fulmer Investment Management, Inc. | 5,066 | $521.8K | 0.06% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,067 | $521.8K | 0.04% | +609+13.7% | Added |
| Sandy Spring Bank | 5,068 | $522.0K | 0.03% | −7−0.1% | Reduced |
| Cannon Financial Strategists, Inc. | 5,073 | $522.5K | 0.19% | −104−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,082 | $523.4K | 0.00% | +2,236+78.6% | Added |
| Girard Partners Ltd. | 5,083 | $523.5K | 0.06% | +1,381+37.3% | Added |
| Sutton Wealth Advisors Inc. | 5,086 | $523.8K | 0.20% | −679−11.8% | Reduced |