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 |
|---|---|---|---|---|---|
| Cincinnati Casualty Co | 66,300 | $6.83M | 4.21% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 66,241 | $6.82M | 0.51% | +41,115+163.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 65,619 | $6.76M | 0.14% | +3,197+5.1% | Added |
| Tompkins Financial Corp | 65,246 | $6.72M | 1.06% | −887−1.3% | Reduced |
| Agf Management Ltd | 65,212 | $6.72M | 0.05% | +65,212 | New |
| Ergoteles LLC | 65,188 | $6.71M | 0.25% | +51,385+372.3% | Added |
| Brown Advisory Inc | 64,958 | $6.69M | 0.01% | +7,052+12.2% | Added |
| Atria Investments LLC | 64,629 | $6.66M | 0.14% | +8,223+14.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 64,140 | $6.61M | 1.45% | +1,076+1.7% | Added |
| Capital Investment Advisors, LLC | 63,879 | $6.58M | 0.20% | −95−0.1% | Reduced |
| Zions Bancorporation, N.A. | 63,879 | $6.58M | 0.52% | +13,789+27.5% | Added |
| Advisory Services Network, LLC | 63,760 | $6.57M | 0.20% | +5,971+10.3% | Added |
| Intact Investment Management Inc. | 63,300 | $6.52M | 0.28% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 63,225 | $6.51M | 0.18% | +477+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 62,612 | $6.45M | 0.30% | −70,208−52.9% | Reduced |
| Camden National Bank | 62,032 | $6.39M | 1.33% | +48+0.1% | Added |
| ProVise Management Group, LLC | 61,823 | $6.37M | 0.64% | +9,034+17.1% | Added |
| Central Trust Co | 61,699 | $6.35M | 0.20% | −1,659−2.6% | Reduced |
| Guardian Capital LP | 61,466 | $6.33M | 0.21% | +8,000+15.0% | Added |
| Nordea Investment Management AB | 61,166 | $6.32M | 0.01% | +19,140+45.5% | Added |
| Alerus Financial NA | 61,287 | $6.31M | 0.58% | +1,969+3.3% | Added |
| Insight Folios Inc | 60,987 | $6.28M | 2.84% | +2,776+4.8% | Added |
| Novare Capital Management LLC | 60,847 | $6.27M | 0.74% | −2,804−4.4% | Reduced |
| Maryland State Retirement & Pension System | 60,595 | $6.24M | 0.18% | +1,036+1.7% | Added |
| Kentucky Retirement Systems | 60,536 | $6.24M | 0.25% | +264+0.4% | Added |
| BCM Advisors, LLC | 60,838 | $6.22M | 1.72% | +10.0% | Added |
| Clough Capital Partners L P | 60,000 | $6.18M | 0.63% | +60,000 | New |
| Farmers Trust Co | 59,737 | $6.15M | 1.38% | −2,653−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 59,110 | $6.09M | 0.08% | +125+0.2% | Added |
| Jackson Wealth Management, LLC | 58,340 | $6.01M | 2.21% | −19,856−25.4% | Reduced |
| Fayez Sarofim & Co | 57,981 | $5.97M | 0.02% | −11,250−16.2% | Reduced |
| Alaska Permanent Fund Corp | 57,969 | $5.97M | 0.10% | +320+0.6% | Added |
| Kingsview Wealth Management, LLC | 57,880 | $5.96M | 0.26% | +29,747+105.7% | Added |
| Eagle Global Advisors LLC | 57,745 | $5.95M | 0.41% | −534−0.9% | Reduced |
| Vontobel Holding Ltd. | 57,636 | $5.93M | 0.06% | −2,189−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 57,565 | $5.93M | 0.08% | +897+1.6% | Added |
| Beacon Financial Group | 57,238 | $5.89M | 0.81% | −212−0.4% | Reduced |
| Estabrook Capital Management | 56,815 | $5.85M | 1.01% | −916−1.6% | Reduced |
| Wasatch Advisors Inc | 56,450 | $5.81M | 0.04% | +6,600+13.2% | Added |
| Hudson Valley Investment Advisors Inc | 56,218 | $5.79M | 0.88% | +1,967+3.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 56,119 | $5.78M | 3.66% | −60−0.1% | Reduced |
| Hartford Investment Management Co | 55,875 | $5.75M | 0.17% | −17,549−23.9% | Reduced |
| Principal Street Partners, LLC | 55,476 | $5.71M | 1.44% | +3,773+7.3% | Added |
| Moors & Cabot, Inc. | 55,239 | $5.69M | 0.40% | +897+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 55,004 | $5.66M | 0.10% | +2,674+5.1% | Added |
| Daiwa Securities Group Inc. | 54,535 | $5.62M | 0.04% | +3,613+7.1% | Added |
| HB Wealth Management, LLC | 53,877 | $5.55M | 0.10% | +2,227+4.3% | Added |
| Banque Pictet & Cie SA | 53,824 | $5.54M | 0.06% | +8,866+19.7% | Added |
| NewSquare Capital LLC | 53,195 | $5.48M | 0.68% | +4,160+8.5% | Added |
| Pathway Financial Advisers, LLC | 53,176 | $5.48M | 2.22% | +53,176 | New |
| IFP Advisors, Inc | 70,376 | $5.46M | 0.17% | +22,186+46.0% | Added |
| Marco Investment Management LLC | 52,512 | $5.41M | 0.63% | −48−0.1% | Reduced |
| Regions Financial Corp | 52,323 | $5.39M | 0.05% | −2,534−4.6% | Reduced |
| Opus Investment Management Inc | 52,000 | $5.36M | 1.91% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 51,044 | $5.32M | 2.12% | −881−1.7% | Reduced |
| Founders Financial Alliance, LLC | 51,639 | $5.32M | 2.44% | +1,397+2.8% | Added |
| Royal London Asset Management Ltd | 51,567 | $5.31M | 0.02% | +6,774+15.1% | Added |
| Pinnacle Financial Partners Inc | 51,546 | $5.31M | 0.15% | +98+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 50,828 | $5.23M | 0.97% | −2,184−4.1% | Reduced |
| Calamos Wealth Management LLC | 50,607 | $5.21M | 0.41% | +48,081+1,903.4% | Added |
| Rafferty Asset Management, LLC | 50,221 | $5.17M | 0.04% | +21,621+75.6% | Added |
| Park Avenue Securities LLC | 49,838 | $5.13M | 0.09% | +2,991+6.4% | Added |
| Louisiana State Employees Retirement System | 49,800 | $5.13M | 0.14% | +500+1.0% | Added |
| Highland Capital Management, LLC | 49,729 | $5.12M | 0.36% | −230−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 49,690 | $5.12M | 0.04% | +5,770+13.1% | Added |
| Tufton Capital Management | 49,619 | $5.11M | 1.12% | +458+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,615 | $5.11M | 0.54% | +2,912+6.2% | Added |
| Sigma Planning Corp | 49,428 | $5.09M | 0.18% | +415+0.8% | Added |
| Intech Investment Management LLC | 49,292 | $5.08M | 0.04% | −67,801−57.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 49,148 | $5.06M | 0.25% | +10,380+26.8% | Added |
| Beacon Pointe Advisors, LLC | 49,015 | $5.05M | 0.10% | +1,193+2.5% | Added |
| Coldstream Capital Management Inc | 48,981 | $5.04M | 0.18% | +48,981 | New |
| Leavell Investment Management, Inc. | 48,735 | $5.02M | 0.38% | −3,444−6.6% | Reduced |
| Walleye Trading LLC | 48,643 | $5.01M | 0.13% | −20,759−29.9% | Reduced |
| Colonial Trust Co | 48,469 | $4.99M | 1.36% | +1,966+4.2% | Added |
| Peapack Gladstone Financial Corp | 48,393 | $4.98M | 0.10% | −1,526−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,704 | $4.95M | 0.06% | +20,884+75.1% | Added |
| Viking Fund Management LLC | 48,000 | $4.94M | 0.98% | +18,000+60.0% | Added |
| Soltis Investment Advisors LLC | 47,083 | $4.85M | 0.64% | +8,041+20.6% | Added |
| Family Legacy, Inc. | 47,620 | $4.83M | 2.11% | +702+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 46,477 | $4.79M | 0.08% | −754−1.6% | Reduced |
| Aull & Monroe Investment Management Corp | 46,471 | $4.79M | 2.38% | −1,447−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 45,956 | $4.73M | 0.12% | +4,016+9.6% | Added |
| Advisors Asset Management, Inc. | 44,783 | $4.61M | 0.10% | +6,287+16.3% | Added |
| Beacon Investment Advisory Services, Inc. | 44,629 | $4.60M | 0.24% | +778+1.8% | Added |
| Metropolitan Life Insurance Co | 44,540 | $4.59M | 0.21% | −1,300−2.8% | Reduced |
| Schnieders Capital Management LLC | 43,817 | $4.51M | 1.03% | +1,940+4.6% | Added |
| Fulton Bank, N.A. | 43,773 | $4.51M | 0.25% | +3,995+10.0% | Added |
| Cetera Advisors LLC | 43,364 | $4.47M | 0.08% | +8,720+25.2% | Added |
| Prime Capital Investment Advisors, LLC | 43,328 | $4.46M | 0.17% | +8,340+23.8% | Added |
| Stratos Wealth Partners, LTD. | 43,141 | $4.44M | 0.11% | −564−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 43,952 | $4.43M | 0.27% | +103+0.2% | Added |
| KMG Fiduciary Partners, LLC | 42,852 | $4.41M | 0.72% | +4,698+12.3% | Added |
| Schonfeld Strategic Advisors LLC | 42,697 | $4.40M | 0.04% | −29,471−40.8% | Reduced |
| Cypress Capital Group | 42,656 | $4.39M | 0.66% | +216+0.5% | Added |
| First National Bank of Omaha | 42,616 | $4.39M | 0.27% | −256−0.6% | Reduced |
| Benedict Financial Advisors Inc | 42,473 | $4.37M | 1.30% | +217+0.5% | Added |
| KBC Group NV | 42,424 | $4.37M | 0.02% | +1,350+3.3% | Added |
| Holderness Investments Co | 41,531 | $4.28M | 1.84% | −436−1.0% | Reduced |
| Slocum, Gordon & Co LLP | 41,339 | $4.26M | 2.75% | +41,339 | New |