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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 513,341 | $52.9M | 1.06% | −1720.0% | Reduced |
| HighTower Advisors, LLC | 508,201 | $52.4M | 0.12% | +58,340+13.0% | Added |
| Public Employees Retirement System of Ohio | 504,355 | $51.9M | 0.23% | +2,224+0.4% | Added |
| Commonwealth Equity Services, LLC | 500,027 | $51.5M | 0.12% | +4,279+0.9% | Added |
| Pictet Asset Management SA | 539,471 | $50.3M | 0.07% | +5,536+1.0% | Added |
| Natixis Advisors, L.P. | 485,002 | $50.0M | 0.19% | +25,528+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 479,084 | $49.3M | 0.33% | +270,964+130.2% | Added |
| US Bancorp | 458,270 | $47.2M | 0.08% | +76,563+20.1% | Added |
| State of New Jersey Common Pension Fund D | 456,056 | $47.0M | 0.18% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 447,843 | $46.1M | 0.20% | −29,833−6.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 446,629 | $46.0M | 0.08% | +8,579+2.0% | Added |
| Captrust Financial Advisors | 445,202 | $45.9M | 0.23% | +6,226+1.4% | Added |
| Point72 Asset Management, L.P. | 440,276 | $45.3M | 0.17% | +133,184+43.4% | Added |
| Great West Life Assurance Co | 432,110 | $44.7M | 0.12% | −875−0.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 425,100 | $43.8M | 1.29% | −4,375−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 395,664 | $41.1M | 0.20% | −17,231−4.2% | Reduced |
| Morningstar Investment Services LLC | 392,035 | $41.0M | 0.56% | +3,295+0.8% | Added |
| Gabelli Funds LLC | 367,900 | $37.9M | 0.29% | 00.0% | Unchanged |
| TD Asset Management Inc | 351,141 | $36.2M | 0.04% | −212,484−37.7% | Reduced |
| Commerce Bank | 342,692 | $35.3M | 0.29% | −10,928−3.1% | Reduced |
| Treasurer of the State of North Carolina | 334,595 | $34.5M | 0.21% | +4,260+1.3% | Added |
| Vaughan David Investments LLC | 331,181 | $34.1M | 1.01% | +4,766+1.5% | Added |
| Umb Bank N A | 330,145 | $34.0M | 0.54% | −8,582−2.5% | Reduced |
| Allianz Asset Management GmbH | 320,451 | $33.0M | 0.07% | −62,997−16.4% | Reduced |
| Fifth Third Bancorp | 317,509 | $32.7M | 0.16% | −18,489−5.5% | Reduced |
| Acadian Asset Management LLC | 317,125 | $32.6M | 0.16% | −585,458−64.9% | Reduced |
| Cincinnati Financial Corp | 310,000 | $31.9M | 0.80% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 307,021 | $31.6M | 0.08% | +22,825+8.0% | Added |
| Two Sigma Advisers, LP | 299,500 | $30.8M | 0.09% | −72,900−19.6% | Reduced |
| Magellan Asset Management Ltd | 298,196 | $30.7M | 0.26% | +34,200+13.0% | Added |
| Adage Capital Partners GP, L.L.C. | 295,713 | $30.5M | 0.07% | −113,700−27.8% | Reduced |
| WestEnd Advisors, LLC | 288,904 | $29.8M | 0.97% | −26,515−8.4% | Reduced |
| Susquehanna International Group, LLP | 288,558 | $29.7M | 0.06% | +245,513+570.4% | Added |
| Money Concepts Capital Corp | 286,639 | $29.5M | 1.32% | +46,865+19.5% | Added |
| Mayflower Financial Advisors, LLC | 286,155 | $29.5M | 4.09% | +350.0% | Added |
| M&T Bank Corp | 285,919 | $29.5M | 0.12% | −7,737−2.6% | Reduced |
| Alps Advisors Inc | 276,189 | $28.4M | 0.25% | +245,481+799.4% | Added |
| Clark Capital Management Group, Inc. | 270,783 | $27.9M | 0.26% | +10,915+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 264,246 | $27.2M | 0.14% | +34,079+14.8% | Added |
| Forsta Ap-Fonden | 263,000 | $27.1M | 0.31% | −381,100−59.2% | Reduced |
| Bollard Group LLC | 262,961 | $27.1M | 1.03% | −7,170−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 262,448 | $27.0M | 0.16% | −79,525−23.3% | Reduced |
| SEI Investments Co | 262,031 | $27.0M | 0.06% | −97,523−27.1% | Reduced |
| Bruce & Co., Inc. | 261,200 | $26.9M | 6.93% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 253,170 | $26.1M | 0.04% | −138,167−35.3% | Reduced |
| STRS Ohio | 252,546 | $26.0M | 0.12% | −10,825−4.1% | Reduced |
| Retirement Systems of Alabama | 246,698 | $25.4M | 0.11% | −9,047−3.5% | Reduced |
| Bokf, NA | 244,713 | $25.2M | 0.47% | +1,804+0.7% | Added |
| Illinois Municipal Retirement Fund | 244,030 | $25.1M | 0.56% | +76,881+46.0% | Added |
| CIBC Asset Management Inc | 241,276 | $24.8M | 0.11% | −7,528−3.0% | Reduced |
| Energy Income Partners, LLC | 238,648 | $24.6M | 0.55% | +101,788+74.4% | Added |
| Citadel Advisors LLC | 238,086 | $24.5M | 0.03% | +102,372+75.4% | Added |
| Van Eck Associates Corp | 236,493 | $24.4M | 0.06% | +60,277+34.2% | Added |
| Synovus Financial Corp | 236,457 | $24.4M | 0.28% | +3,974+1.7% | Added |
| Creative Planning | 229,321 | $23.6M | 0.04% | +13,277+6.1% | Added |
| Caisse de Depot Et Placement du Quebec | 226,700 | $23.3M | 0.07% | +226,700 | New |
| Sabal Trust CO | 225,461 | $23.2M | 1.58% | −207−0.1% | Reduced |
| MML Investors Services, LLC | 221,078 | $22.8M | 0.15% | +20,974+10.5% | Added |
| Teacher Retirement System of Texas | 220,632 | $22.7M | 0.17% | −17,257−7.3% | Reduced |
| Calamos Advisors LLC | 220,395 | $22.7M | 0.11% | −37,559−14.6% | Reduced |
| Payden & Rygel | 217,190 | $22.4M | 1.19% | −88,900−29.0% | Reduced |
| Swiss Life Asset Management Ltd | 215,710 | $22.3M | 0.37% | +3,101+1.5% | Added |
| Crawford Investment Counsel Inc | 216,152 | $22.3M | 0.48% | +46,924+27.7% | Added |
| Avalon Investment & Advisory | 213,543 | $22.0M | 0.63% | −564−0.3% | Reduced |
| Liberty One Investment Management, LLC | 211,519 | $21.8M | 3.13% | +15,010+7.6% | Added |
| USS Investment Management Ltd | 209,861 | $21.6M | 0.31% | +4,500+2.2% | Added |
| Arizona State Retirement System | 209,795 | $21.6M | 0.21% | +516+0.2% | Added |
| State of Michigan Retirement System | 209,236 | $21.5M | 0.15% | +800+0.4% | Added |
| Comerica Bank | 199,567 | $20.8M | 0.16% | +7,431+3.9% | Added |
| MetLife Investment Management | 201,116 | $20.7M | 0.16% | −3,268−1.6% | Reduced |
| Cetera Advisor Networks LLC | 200,804 | $20.7M | 0.17% | +50,553+33.6% | Added |
| American International Group, Inc. | 200,527 | $20.7M | 0.14% | −1,095−0.5% | Reduced |
| Amalgamated Bank | 200,486 | $20.6M | 0.18% | −2,199−1.1% | Reduced |
| Cerity Partners LLC | 200,267 | $20.6M | 0.13% | +164,661+462.5% | Added |
| Deprince Race & Zollo Inc | 195,319 | $20.1M | 0.46% | +17,798+10.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 194,561 | $20.0M | 0.07% | −254,393−56.7% | Reduced |
| Edgar Lomax Co | 194,471 | $20.0M | 1.22% | −1,935−1.0% | Reduced |
| Standard Life Aberdeen plc | 193,462 | $19.9M | 0.05% | +8,859+4.8% | Added |
| Huntington National Bank | 193,137 | $19.9M | 0.21% | +7,588+4.1% | Added |
| State of Tennessee, Treasury Department | 192,346 | $19.8M | 0.09% | −9,144−4.5% | Reduced |
| Guggenheim Capital LLC | 191,243 | $19.7M | 0.17% | −19,882−9.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 188,665 | $19.4M | 0.45% | +10,000+5.6% | Added |
| CIBC World Markets Corp | 188,165 | $19.4M | 0.13% | +151,240+409.6% | Added |
| DekaBank Deutsche Girozentrale | 184,854 | $19.2M | 0.05% | −38,275−17.2% | Reduced |
| Godsey & Gibb Associates | 185,433 | $19.1M | 3.62% | +185,433 | New |
| Bridgewater Associates, LP | 182,331 | $18.8M | 0.10% | +53,271+41.3% | Added |
| Tiaa, FSB | 181,584 | $18.7M | 0.07% | −2,771−1.5% | Reduced |
| Thomasville National Bank | 181,383 | $18.7M | 2.15% | −208−0.1% | Reduced |
| Hudson Bay Capital Management LP | 180,000 | $18.5M | 0.22% | +180,000 | New |
| Hyman Charles D | 177,434 | $18.3M | 1.25% | −567−0.3% | Reduced |
| IFM Investors Pty Ltd | 171,852 | $17.7M | 0.30% | −52,686−23.5% | Reduced |
| Financial Counselors Inc | 166,499 | $17.1M | 0.38% | −677−0.4% | Reduced |
| Davenport & Co LLC | 165,975 | $17.1M | 0.14% | +17,445+11.7% | Added |
| Schroder Investment Management Group | 165,713 | $17.1M | 0.03% | −108,754−39.6% | Reduced |
| Duff & Phelps Investment Management Co | 165,704 | $17.1M | 0.21% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 164,298 | $16.9M | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 163,430 | $16.8M | 1.42% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 162,765 | $16.8M | 0.27% | +12,617+8.4% | Added |
| Tocqueville Asset Management L.P. | 160,184 | $16.5M | 0.31% | +376+0.2% | Added |
| Vestcor Inc | 159,858 | $16.5M | 0.60% | −60,844−27.6% | Reduced |