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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 6,270 | $645.5K | 0.15% | −13,455−68.2% | Reduced |
| SPC Financial, Inc. | 6,274 | $646.2K | 0.08% | −1,655−20.9% | Reduced |
| Ropes Wealth Advisors LLC | 6,278 | $646.5K | 0.12% | −316−4.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,280 | $646.8K | 0.03% | −1,989−24.1% | Reduced |
| Endurance Wealth Management, Inc. | 6,282 | $647.0K | 0.10% | −416−6.2% | Reduced |
| Garner Asset Management Corp | 6,285 | $647.0K | 0.32% | +5+0.1% | Added |
| Cornerstone Advisory, LLC | 6,303 | $649.1K | 0.13% | −795−11.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,311 | $650.0K | 0.34% | −871−12.1% | Reduced |
| Wealth Management Associates, Inc. | 6,315 | $650.4K | 0.43% | −103−1.6% | Reduced |
| Family Management Corp | 6,324 | $651.3K | 0.16% | −129−2.0% | Reduced |
| NorthRock Partners, LLC | 6,335 | $652.4K | 0.07% | −1,414−18.2% | Reduced |
| Princeton Capital Management LLC | 6,369 | $655.9K | 0.29% | +280+4.6% | Added |
| Powers Advisory Group, LLC | 6,397 | $658.9K | 0.49% | +77+1.2% | Added |
| Smith Chas P & Associates Pa Cpas | 6,415 | $661.0K | 0.05% | −1,220−16.0% | Reduced |
| Kanawha Capital Management LLC | 6,420 | $661.0K | 0.06% | +60+0.9% | Added |
| Resurgent Financial Advisors LLC | 6,461 | $665.4K | 0.36% | +2,932+83.1% | Added |
| Conning Inc. | 6,490 | $668.4K | 0.02% | −1,595−19.7% | Reduced |
| Eudaimonia Advisors LLC | 6,501 | $669.6K | 0.45% | −87−1.3% | Reduced |
| V Wealth Advisors LLC | 6,542 | $673.7K | 0.14% | +10.0% | Added |
| Essex Savings Bank | 6,550 | $674.6K | 0.24% | −288−4.2% | Reduced |
| Financial Advocates Investment Management | 6,566 | $676.2K | 0.05% | +4,202+177.7% | Added |
| Independent Financial Group, LLC | 6,592 | $678.9K | 0.06% | −463−6.6% | Reduced |
| Qtron Investments LLC | 6,608 | $680.6K | 0.14% | −5,416−45.0% | Reduced |
| Northcape Wealth Management, LLC | 6,612 | $681.0K | 0.38% | −8,744−56.9% | Reduced |
| Doliver Advisors, LP | 6,625 | $682.3K | 0.22% | +4,140+166.6% | Added |
| Bigelow Investment Advisors, LLC | 6,632 | $683.0K | 0.40% | −322−4.6% | Reduced |
| Headinvest, LLC | 6,664 | $686.3K | 0.15% | +822+14.1% | Added |
| Chapin Davis, Inc. | 6,672 | $687.1K | 0.40% | +6,672 | New |
| Intrust Bank NA | 6,683 | $688.3K | 0.10% | −1,225−15.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,692 | $689.2K | 0.09% | −740−10.0% | Reduced |
| Washington Trust Co | 6,693 | $689.3K | 0.03% | −1,348−16.8% | Reduced |
| Bessemer Securities LLC | 6,700 | $690.0K | 0.31% | +6,700 | New |
| Pathstone Family Office, LLC | 19,326 | $692.3K | 0.01% | +12,239+172.7% | Added |
| Western Wealth Management, LLC | 6,723 | $692.5K | 0.07% | −8,471−55.8% | Reduced |
| Marietta Investment Partners LLC | 6,747 | $694.9K | 0.20% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 6,756 | $696.0K | 0.04% | −522−7.2% | Reduced |
| Investment Advisory Services Inc | 6,760 | $696.2K | 0.36% | −143−2.1% | Reduced |
| Summit Financial Group Inc | 6,792 | $700.0K | 0.28% | −66−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,797 | $700.1K | 0.05% | +1,133+20.0% | Added |
| Moneta Group Investment Advisors LLC | 6,847 | $701.5K | 0.02% | −958−12.3% | Reduced |
| Compass Financial Advisors LLC | 6,844 | $704.9K | 0.95% | +221+3.3% | Added |
| Barnett & Company, Inc. | 6,846 | $705.1K | 0.54% | −1,559−18.5% | Reduced |
| Spire Wealth Management | 6,857 | $706.0K | 0.04% | +1,574+29.8% | Added |
| Eqis Capital Management, Inc. | 6,864 | $706.9K | 0.08% | −5,669−45.2% | Reduced |
| Wealth Quarterback LLC | 6,874 | $707.9K | 0.59% | +4,500+189.6% | Added |
| EPG Wealth Management LLC | 6,877 | $708.2K | 0.27% | −105−1.5% | Reduced |
| Wedmont Private Capital | 6,738 | $708.7K | 0.11% | −152−2.2% | Reduced |
| First Heartland Consultants, Inc. | 6,884 | $709.0K | 0.11% | −564−7.6% | Reduced |
| Stockman Wealth Management, Inc. | 6,899 | $710.5K | 0.16% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 6,916 | $712.0K | 0.45% | +1,367+24.6% | Added |
| Agate Pass Investment Management, LLC | 6,923 | $713.0K | 0.50% | −1,023−12.9% | Reduced |
| Washington Capital Management Inc | 6,935 | $714.2K | 0.66% | −285−3.9% | Reduced |
| Parsons Capital Management Inc | 6,965 | $717.3K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,976 | $718.5K | 0.06% | +2,000+40.2% | Added |
| SYSTM Wealth Solutions LLC | 7,004 | $721.4K | 0.09% | +7,004 | New |
| Front Row Advisors LLC | 7,019 | $723.0K | 0.37% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 7,022 | $723.2K | 0.41% | −252−3.5% | Reduced |
| John G Ullman & Associates Inc | 7,030 | $724.0K | 0.12% | +61+0.9% | Added |
| NovaPoint Capital, LLC | 7,035 | $724.5K | 0.32% | +206+3.0% | Added |
| Albion Financial Group | 7,046 | $725.7K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,049 | $726.0K | 0.08% | +1,367+24.1% | Added |
| First Financial Corp | 7,053 | $726.4K | 0.45% | −452−6.0% | Reduced |
| Verity Asset Management, Inc. | 7,084 | $729.5K | 0.62% | +1,461+26.0% | Added |
| Carret Asset Management, LLC | 7,089 | $730.0K | 0.10% | +10.0% | Added |
| RB Capital Management, LLC | 7,106 | $731.8K | 0.27% | +203+2.9% | Added |
| Glen Eagle Advisors, LLC | 7,107 | $732.0K | 0.20% | −84−1.2% | Reduced |
| Adalta Capital Management LLC | 7,106 | $732.0K | 0.52% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 7,120 | $733.3K | 0.38% | −162−2.2% | Reduced |
| Cross Staff Investments Inc | 7,123 | $733.6K | 0.77% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,148 | $736.1K | 0.11% | +1,555+27.8% | Added |
| Delta Financial Group, Inc. | 7,108 | $737.0K | 0.33% | +7,108 | New |
| Archford Capital Strategies, LLC | 7,186 | $740.1K | 0.17% | +1,009+16.3% | Added |
| Retirement Planning Co of New England, Inc. | 7,198 | $741.3K | 0.49% | +115+1.6% | Added |
| Qsemble Capital Management, LP | 7,200 | $741.5K | 0.52% | +7,200 | New |
| Clarius Group, LLC | 7,208 | $742.0K | 0.07% | +104+1.5% | Added |
| Lazard Asset Management LLC | 7,234 | $744.0K | 0.00% | +1,636+29.2% | Added |
| Rollins Financial | 7,228 | $744.4K | 0.28% | −4,877−40.3% | Reduced |
| Future Financial Wealth Managment LLC | 7,271 | $748.9K | 0.85% | +34+0.5% | Added |
| Kingfisher Capital LLC | 7,297 | $752.0K | 0.20% | −1,051−12.6% | Reduced |
| Patriot Investment Management Inc. | 7,404 | $752.1K | 0.07% | −313−4.1% | Reduced |
| Summit Financial, LLC | 7,303 | $752.2K | 0.07% | −2,854−28.1% | Reduced |
| PFG Advisors | 7,317 | $753.6K | 0.07% | +563+8.3% | Added |
| Wrapmanager Inc | 7,357 | $758.0K | 0.24% | +1,338+22.2% | Added |
| First Command Bank | 7,378 | $760.0K | 0.10% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 7,378 | $760.0K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 7,380 | $760.0K | 0.29% | +7,380 | New |
| Archer Investment Corp | 7,386 | $760.7K | 0.30% | +1,076+17.1% | Added |
| Abacus Planning Group, Inc. | 7,404 | $762.6K | 0.21% | −353−4.6% | Reduced |
| Quent Capital, LLC | 7,419 | $764.1K | 0.14% | +1,227+19.8% | Added |
| Thrive Wealth Management, LLC | 7,528 | $775.3K | 0.22% | −14−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 7,568 | $779.9K | 0.04% | −703−8.5% | Reduced |
| Hodges Capital Management Inc. | 7,571 | $780.0K | 0.07% | −1,083−12.5% | Reduced |
| Toews Corp | 7,600 | $782.7K | 0.39% | −3,300−30.3% | Reduced |
| Allstate Corp | 7,610 | $783.8K | 0.02% | −7,331−49.1% | Reduced |
| Allstate Investment Management Co | 7,610 | $783.8K | 0.02% | +7,610 | New |
| Rehmann Capital Advisory Group | 7,615 | $784.3K | 0.08% | −415−5.2% | Reduced |
| Worldquant Millennium Advisors LLC | 7,638 | $787.0K | 0.02% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,706 | $793.6K | 0.18% | +9+0.1% | Added |
| Bank of New Hampshire | 7,712 | $794.0K | 0.24% | −1,130−12.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,716 | $794.7K | 0.21% | +752+10.8% | Added |