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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 5,115 | $526.8K | 0.08% | +1,094+27.2% | Added |
| Paradigm Capital Management, LLC | 5,130 | $528.4K | 0.77% | −125−2.4% | Reduced |
| Duncker Streett & Co Inc | 5,135 | $528.8K | 0.13% | +208+4.2% | Added |
| First International Bank & Trust | 5,135 | $529.0K | 0.18% | +206+4.2% | Added |
| Boston Financial Mangement LLC | 5,144 | $529.8K | 0.02% | −525−9.3% | Reduced |
| Evergreen Capital Management LLC | 5,153 | $530.7K | 0.02% | +283+5.8% | Added |
| Sentry Investment Management LLC | 5,160 | $531.0K | 0.23% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,156 | $531.0K | 0.50% | −68−1.3% | Reduced |
| Financial Management Professionals, Inc. | 5,162 | $532.0K | 0.11% | +443+9.4% | Added |
| Vident Investment Advisory, LLC | 5,171 | $532.6K | 0.02% | +5,171 | New |
| MBA Advisors LLC | 5,176 | $533.1K | 0.35% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,210 | $533.6K | 0.09% | −33−0.6% | Reduced |
| Concord Wealth Partners | 5,191 | $534.6K | 0.16% | −2,120−29.0% | Reduced |
| Horizon Financial Services, LLC | 5,192 | $534.7K | 0.46% | +8+0.2% | Added |
| Vise Technologies, Inc. | 5,193 | $534.9K | 0.17% | +537+11.5% | Added |
| Crestwood Advisors Group LLC | 5,196 | $535.1K | 0.02% | −1,959−27.4% | Reduced |
| Alpha Cubed Investments, LLC | 5,201 | $535.7K | 0.04% | +151+3.0% | Added |
| Personal Cfo Solutions, LLC | 5,215 | $537.1K | 0.11% | +148+2.9% | Added |
| BCGM Wealth Management, LLC | 5,225 | $538.1K | 0.26% | −514−9.0% | Reduced |
| Valmark Advisers, Inc. | 5,232 | $538.8K | 0.01% | +2,084+66.2% | Added |
| Crewe Advisors LLC | 5,234 | $539.1K | 0.09% | −348−6.2% | Reduced |
| Optas, LLC | 5,246 | $540.3K | 0.22% | +19+0.4% | Added |
| Silverlake Wealth Management LLC | 5,250 | $540.7K | 0.34% | +20.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,252 | $540.9K | 0.09% | +153+3.0% | Added |
| Capula Management Ltd | 5,280 | $543.8K | 0.06% | −13,299−71.6% | Reduced |
| Hills Bank & Trust Co | 5,277 | $544.0K | 0.08% | −35−0.7% | Reduced |
| Gray Wealth Management Inc. | 5,307 | $546.6K | 0.32% | +482+10.0% | Added |
| Cooper Financial Group | 5,348 | $550.8K | 0.17% | +240+4.7% | Added |
| Aspen Investment Management Inc | 5,354 | $551.0K | 0.36% | −766−12.5% | Reduced |
| Adirondack Trust Co | 5,361 | $552.1K | 0.29% | +116+2.2% | Added |
| Day & Ennis, LLC | 5,389 | $555.0K | 0.21% | +30+0.6% | Added |
| CFS Investment Advisory Services, LLC | 5,400 | $556.0K | 0.13% | −5,948−52.4% | Reduced |
| Icon Advisers Inc | 5,400 | $556.1K | 0.14% | −6,500−54.6% | Reduced |
| Strategic Wealth Designers | 5,465 | $558.8K | 0.13% | +823+17.7% | Added |
| Edge Capital Group, LLC | 5,430 | $559.3K | 0.04% | +700+14.8% | Added |
| Hexagon Capital Partners LLC | 5,454 | $561.7K | 0.16% | −72−1.3% | Reduced |
| Lantz Financial LLC | 5,467 | $563.0K | 0.26% | +595+12.2% | Added |
| Edgewood Management LLC | 5,468 | $563.1K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,479 | $565.0K | 0.14% | +548+11.1% | Added |
| Gateway Investment Advisers LLC | 5,499 | $566.3K | 0.01% | +1,058+23.8% | Added |
| Walter Public Investments Inc. | 5,500 | $566.4K | 0.19% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,530 | $569.5K | 0.61% | +5,530 | New |
| Palogic Value Management, L.P. | 5,537 | $570.3K | 0.30% | +5,537 | New |
| Radnor Capital Management, LLC | 5,544 | $572.0K | 0.14% | +133+2.5% | Added |
| Catalyst Wealth Management, LLC | 5,567 | $573.3K | 0.54% | +5,567 | New |
| Accurate Wealth Management, LLC | 5,444 | $574.0K | 0.21% | +2,587+90.5% | Added |
| Hendershot Investments Inc. | 5,583 | $575.0K | 0.10% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,585 | $575.2K | 0.13% | +6+0.1% | Added |
| E&G Advisors, LP | 5,600 | $576.7K | 0.22% | −100−1.8% | Reduced |
| Milestone Advisory Partners | 5,609 | $577.7K | 0.43% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,612 | $578.0K | 0.29% | +18+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,628 | $579.6K | 0.05% | +1,727+44.3% | Added |
| Petra Financial Advisors Inc | 5,629 | $579.8K | 0.64% | +5,629 | New |
| Lake Street Financial LLC | 5,643 | $581.2K | 0.12% | +661+13.3% | Added |
| Intercontinental Wealth Advisors, LLC | 5,656 | $582.5K | 0.17% | −492−8.0% | Reduced |
| Sandbox Financial Partners, LLC | 5,660 | $583.0K | 0.40% | −488−7.9% | Reduced |
| Guardian Investment Management | 5,699 | $586.9K | 0.56% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,717 | $588.8K | 0.05% | +329+6.1% | Added |
| KLCM Advisors, Inc. | 5,730 | $590.1K | 0.12% | +1,028+21.9% | Added |
| Squarepoint Ops LLC | 5,751 | $592.3K | 0.00% | −33,362−85.3% | Reduced |
| Hengehold Capital Management LLC | 5,754 | $592.6K | 0.08% | −1,134−16.5% | Reduced |
| Atlantic Trust, LLC | 5,756 | $593.0K | 0.20% | −56−1.0% | Reduced |
| Thrive Capital Management, LLC | 5,769 | $594.1K | 0.39% | +1,038+21.9% | Added |
| NBT Bank N A | 5,789 | $596.2K | 0.09% | +1,075+22.8% | Added |
| Legacy Financial Advisors, Inc. | 5,799 | $597.3K | 0.13% | +1,321+29.5% | Added |
| Hancock Whitney Corp | 5,809 | $598.0K | 0.02% | +9+0.2% | Added |
| CoreCap Advisors, LLC | 5,816 | $599.0K | 0.04% | −687−10.6% | Reduced |
| Enterprise Financial Services Corp | 5,849 | $602.4K | 0.42% | −183−3.0% | Reduced |
| ERTS Wealth Advisors, LLC | 5,905 | $608.2K | 0.16% | +70+1.2% | Added |
| Northwest Bancshares, Inc. | 5,925 | $610.2K | 0.12% | +100+1.7% | Added |
| Park Edge Advisors, LLC | 5,931 | $610.8K | 0.27% | +5,931 | New |
| Cassia Capital Partners, LLC | 5,935 | $611.2K | 0.50% | +5,935 | New |
| XML Financial, LLC | 5,942 | $612.0K | 0.08% | +15+0.3% | Added |
| Bard Financial Services, Inc. | 5,940 | $612.0K | 0.05% | +405+7.3% | Added |
| LBMC Investment Advisors, LLC | 5,948 | $612.6K | 0.06% | +21+0.4% | Added |
| Doheny Asset Management | 5,986 | $616.0K | 0.71% | −2,000−25.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $617.9K | 0.26% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,001 | $618.0K | 0.02% | +3,065+104.4% | Added |
| First Hawaiian Bank | 6,021 | $620.0K | 0.02% | +938+18.5% | Added |
| Formidable Asset Management, LLC | 6,036 | $622.0K | 0.14% | +7+0.1% | Added |
| Transform Wealth, LLC | 6,054 | $623.5K | 0.07% | +1,120+22.7% | Added |
| Cresset Asset Management, LLC | 10,855 | $623.9K | 0.01% | −1,284−10.6% | Reduced |
| Spinnaker Trust | 6,075 | $625.0K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,071 | $625.3K | 0.40% | −148−2.4% | Reduced |
| Ausdal Financial Partners, Inc. | 6,072 | $625.3K | 0.09% | +643+11.8% | Added |
| Cassaday & Co Wealth Management LLC | 6,076 | $625.8K | 0.03% | +6,076 | New |
| Ballentine Partners, LLC | 6,131 | $631.4K | 0.02% | +2,122+52.9% | Added |
| MJP Associates Inc | 6,137 | $632.1K | 0.19% | +584+10.5% | Added |
| Bowen Hanes & Co Inc | 6,157 | $634.1K | 0.02% | −155−2.5% | Reduced |
| West Family Investments, Inc. | 6,158 | $634.2K | 0.22% | +380+6.6% | Added |
| Arkadios Wealth Advisors | 6,164 | $634.8K | 0.08% | +342+5.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,050 | $635.7K | 0.39% | +87+1.5% | Added |
| Centaurus Financial, Inc. | 6,172 | $636.0K | 0.06% | +143+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 6,206 | $637.1K | 0.06% | −217−3.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,191 | $637.6K | 0.14% | +459+8.0% | Added |
| OmniStar Financial Group, Inc. | 6,199 | $638.4K | 0.73% | −101−1.6% | Reduced |
| Monetary Management Group Inc | 6,233 | $641.9K | 0.20% | 00.0% | Unchanged |
| Burney Co | 6,239 | $642.6K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 6,246 | $643.3K | 0.03% | +1,207+24.0% | Added |
| Kapstone Financial Advisors LLC | 6,312 | $644.1K | 0.59% | +6,312 | New |