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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 158,455 | $16.3M | 0.13% | +20,820+15.1% | Added |
| National Bank of Canada | 153,282 | $15.8M | 0.04% | +58,701+62.1% | Added |
| ING Groep NV | 151,526 | $15.6M | 0.16% | +151,526 | New |
| CWA Asset Management Group, LLC | 150,540 | $15.5M | 1.26% | −30,203−16.7% | Reduced |
| Canal Insurance CO | 150,166 | $15.5M | 4.27% | 00.0% | Unchanged |
| AE Wealth Management LLC | 149,467 | $15.4M | 0.11% | +16,396+12.3% | Added |
| Alberta Investment Management Corp | 149,437 | $15.4M | 0.14% | −220,168−59.6% | Reduced |
| Colonial Trust Advisors | 147,649 | $15.2M | 1.87% | −916−0.6% | Reduced |
| Gratus Capital LLC | 145,253 | $15.0M | 1.24% | +7,188+5.2% | Added |
| Cantor Fitzgerald, L. P. | 144,114 | $14.8M | 0.32% | +4,671+3.3% | Added |
| Janney Capital Management LLC | 140,743 | $14.5M | 1.04% | +5,662+4.2% | Added |
| Yousif Capital Management, LLC | 138,917 | $14.3M | 0.19% | +2,194+1.6% | Added |
| Beck Mack & Oliver LLC | 136,940 | $14.1M | 0.41% | −450−0.3% | Reduced |
| Bank of Nova Scotia | 136,712 | $14.1M | 0.04% | +57,394+72.4% | Added |
| Utah Retirement Systems | 136,686 | $14.1M | 0.22% | −1,400−1.0% | Reduced |
| New York Life Investment Management LLC | 136,613 | $14.1M | 0.16% | −516−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 135,753 | $14.0M | 0.40% | +130,025+2,270.0% | Added |
| Northwestern Mutual Wealth Management Co | 134,642 | $13.9M | 0.02% | +10,500+8.5% | Added |
| Lockheed Martin Investment Management Co | 134,310 | $13.8M | 0.92% | +5,270+4.1% | Added |
| Woodmont Investment Counsel LLC | 133,749 | $13.8M | 1.56% | +220.0% | Added |
| Westpac Banking Corp | 132,938 | $13.7M | 0.20% | +14,250+12.0% | Added |
| Pacer Advisors, Inc. | 131,814 | $13.6M | 0.07% | +124,609+1,729.5% | Added |
| Gulf International Bank (UK) Ltd | 127,752 | $13.2M | 0.23% | +225+0.2% | Added |
| State of Alaska, Department of Revenue | 127,485 | $13.1M | 0.16% | −645−0.5% | Reduced |
| Cornerstone Capital, Inc. | 126,826 | $13.1M | 1.67% | +2,680+2.2% | Added |
| Public Employees Retirement Association of Colorado | 126,053 | $13.0M | 0.07% | −2,714−2.1% | Reduced |
| Meyer Handelman Co | 123,187 | $12.7M | 0.53% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 120,493 | $12.7M | 1.44% | +329+0.3% | Added |
| Rockefeller Capital Management L.P. | 122,931 | $12.7M | 0.06% | +41,379+50.7% | Added |
| Hennessy Advisors Inc | 122,187 | $12.6M | 0.83% | −9,700−7.4% | Reduced |
| Independent Advisor Alliance | 121,818 | $12.5M | 1.53% | −647−0.5% | Reduced |
| Janus Henderson Group PLC | 121,170 | $12.5M | 0.01% | +21,416+21.5% | Added |
| Kestra Advisory Services, LLC | 120,301 | $12.4M | 0.11% | +9,628+8.7% | Added |
| Boyer & Corporon Wealth Management, LLC | 119,100 | $12.3M | 4.04% | +28,397+31.3% | Added |
| Coann Capital LLC | 117,554 | $12.1M | 5.76% | +46,059+64.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,504 | $12.1M | 0.06% | −6,171−5.0% | Reduced |
| Eagle Asset Management Inc | 112,835 | $11.7M | 0.07% | −732−0.6% | Reduced |
| Willis Investment Counsel | 111,460 | $11.5M | 0.73% | +810+0.7% | Added |
| AlphaStar Capital Management, LLC | 110,094 | $11.3M | 1.17% | −6,964−5.9% | Reduced |
| Mutual of America Capital Management LLC | 110,002 | $11.3M | 0.14% | +3,398+3.2% | Added |
| Texas Permanent School Fund | 109,411 | $11.3M | 0.17% | +465+0.4% | Added |
| Blair William & Co | 109,233 | $11.2M | 0.05% | −17,928−14.1% | Reduced |
| Panagora Asset Management Inc | 108,343 | $11.2M | 0.07% | −121,916−52.9% | Reduced |
| Jane Street Group, LLC | 108,193 | $11.1M | 0.02% | −85,424−44.1% | Reduced |
| Los Angeles Capital Management LLC | 107,057 | $11.0M | 0.05% | −421−0.4% | Reduced |
| Stephens Inc | 105,468 | $10.9M | 0.22% | +32,798+45.1% | Added |
| Bogart Wealth, LLC | 102,680 | $10.6M | 0.74% | +10,295+11.1% | Added |
| Linscomb & Williams, Inc. | 101,253 | $10.4M | 0.53% | +6,318+6.7% | Added |
| ProShare Advisors LLC | 100,758 | $10.4M | 0.04% | −2,457−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,693 | $10.4M | 0.03% | −34,928−25.8% | Reduced |
| FineMark National Bank & Trust | 99,062 | $10.2M | 0.46% | −5,231−5.0% | Reduced |
| Cetera Investment Advisers | 97,499 | $10.0M | 0.09% | +33,983+53.5% | Added |
| CI Private Wealth, LLC | 95,061 | $9.79M | 0.04% | +95,061 | New |
| Clarity Financial LLC | 95,039 | $9.79M | 1.89% | +33,866+55.4% | Added |
| Brinker Capital Investments, LLC | 95,027 | $9.79M | 0.19% | −3,809−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 94,927 | $9.78M | 0.40% | −301−0.3% | Reduced |
| South State Corp. | 93,234 | $9.60M | 0.89% | +1,207+1.3% | Added |
| Mercer Global Advisors Inc | 91,469 | $9.42M | 0.05% | −667−0.7% | Reduced |
| Czech National Bank | 90,155 | $9.29M | 0.25% | +690+0.8% | Added |
| D.A. Davidson & Co. | 89,356 | $9.22M | 0.11% | +2,592+3.0% | Added |
| Xponance, Inc. | 88,917 | $9.16M | 0.15% | +15,475+21.1% | Added |
| Nissay Asset Management Corp | 88,077 | $9.07M | 0.09% | +114+0.1% | Added |
| Morgan Dempsey Capital Management LLC | 87,959 | $9.06M | 2.51% | +2,111+2.5% | Added |
| ARS Wealth Advisors Group, LLC | 87,900 | $9.05M | 1.49% | +1,662+1.9% | Added |
| Prudential PLC | 86,410 | $8.90M | 0.11% | +940+1.1% | Added |
| Romano Brothers and Company | 86,308 | $8.89M | 1.35% | −2,234−2.5% | Reduced |
| Jones Financial Companies LLLP | 86,143 | $8.87M | 0.02% | +2,659+3.2% | Added |
| Laurel Wealth Advisors LLC | 84,893 | $8.74M | 2.01% | +4,410+5.5% | Added |
| Wealthfront Advisers LLC | 84,362 | $8.69M | 0.04% | −17,230−17.0% | Reduced |
| Patten & Patten Inc | 82,306 | $8.48M | 0.77% | +4,484+5.8% | Added |
| Bell Bank | 81,617 | $8.41M | 0.98% | −5,723−6.6% | Reduced |
| South Dakota Investment Council | 81,384 | $8.38M | 0.19% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 80,000 | $8.24M | 0.13% | +80,000 | New |
| Smith, Salley & Associates | 78,864 | $8.12M | 0.69% | +203+0.3% | Added |
| Keybank National Association | 78,327 | $8.07M | 0.04% | −3,869−4.7% | Reduced |
| Colony Group LLC | 77,901 | $8.02M | 0.11% | +4,580+6.2% | Added |
| TD Private Client Wealth LLC | 75,989 | $7.83M | 0.37% | +9,113+13.6% | Added |
| Philadelphia Trust Co | 75,943 | $7.82M | 0.84% | −1,118−1.5% | Reduced |
| Advocate Group LLC | 75,146 | $7.74M | 1.67% | −5,009−6.2% | Reduced |
| Oppenheimer & Co Inc | 74,472 | $7.67M | 0.17% | −23,409−23.9% | Reduced |
| Welch & Forbes LLC | 74,259 | $7.65M | 0.14% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 72,683 | $7.49M | 0.04% | −614−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 71,600 | $7.37M | 0.08% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 70,505 | $7.33M | 1.63% | −544−0.8% | Reduced |
| Greystone Financial Group, LLC | 71,112 | $7.32M | 2.15% | +792+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 70,838 | $7.30M | 0.12% | −7,648−9.7% | Reduced |
| Anchor Investment Management, LLC | 69,916 | $7.20M | 1.03% | +36+0.1% | Added |
| Commerzbank Aktiengesellschaft | 69,863 | $7.20M | 0.45% | −3,195−4.4% | Reduced |
| Wesbanco Bank Inc | 69,755 | $7.18M | 0.32% | +10,079+16.9% | Added |
| National Asset Management, Inc. | 69,079 | $7.11M | 0.20% | +3,833+5.9% | Added |
| Capital Investment Advisory Services, LLC | 68,961 | $7.10M | 0.84% | +9,545+16.1% | Added |
| First PREMIER Bank | 68,745 | $7.08M | 2.14% | +409+0.6% | Added |
| British Columbia Investment Management Corp | 68,326 | $7.04M | 0.08% | −7,846−10.3% | Reduced |
| Strategic Advisors LLC | 68,287 | $7.03M | 1.57% | −56−0.1% | Reduced |
| Snowden Capital Advisors LLC | 68,193 | $7.02M | 0.29% | +1,044+1.6% | Added |
| Atria Wealth Solutions, Inc. | 67,966 | $7.00M | 0.11% | +4,159+6.5% | Added |
| Raymond James Trust N.A. | 67,886 | $6.99M | 0.24% | +5,489+8.8% | Added |
| First Citizens Bank & Trust Co | 67,714 | $6.97M | 0.21% | −20.0% | Reduced |
| Dean Investment Associates, LLC | 67,257 | $6.93M | 1.18% | +10,852+19.2% | Added |
| New England Asset Management Inc | 66,440 | $6.84M | 0.13% | +8,957+15.6% | Added |