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, Q1 2023
Institutional positions in Duke Energy CORP as of Mar 31, 2023. 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
- 1,807
- +31 vs. Q4 2022
- Shares held
- 489.4M
- −2.07M (−0.4%) vs. Q4 2022
- Total value
- $47.3B
- −$3.30B (−6.5%) vs. Q4 2022
- New holders
- 140
- 795 more added
- Sold out
- 109
- 638 more reduced
46 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 15 | $0 | 0.00% | −317,110−100.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $0 | 0.00% | +5 | New |
| 25 LLC | 8 | $792 | 0.00% | +8 | New |
| KB Financial Partners, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 18 | $2.00K | 0.00% | +18 | New |
| RFP Financial Group LLC | 29 | $2.80K | 0.00% | −1,740−98.4% | Reduced |
| Trifecta Capital Advisors, LLC | 29 | $2.80K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $2.90K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 31 | $2.99K | 0.00% | +31 | New |
| SkyView Investment Advisors, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Gs Investments, Inc. | 32 | $3.09K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 39 | $4.00K | 0.00% | −128−76.6% | Reduced |
| Milestone Investment Advisors LLC | 42 | $4.05K | 0.00% | +42 | New |
| Ridgewood Investments LLC | 44 | $4.25K | 0.00% | +44 | New |
| Horizons Wealth Management | 48 | $4.63K | 0.00% | −96−66.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 50 | $4.82K | 0.00% | −12−19.4% | Reduced |
| Red Tortoise LLC | 52 | $5.02K | 0.00% | −147−73.9% | Reduced |
| General Partner, Inc. | 51 | $5.09K | 0.00% | +51 | New |
| Morton Brown Family Wealth, LLC | 59 | $5.69K | 0.00% | +59 | New |
| Pin Oak Investment Advisors Inc | 63 | $6.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 72 | $6.00K | 0.00% | +23+46.9% | Added |
| MRP Capital Investments, LLC | 63 | $6.08K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 70 | $6.79K | 0.00% | +70 | New |
| Worth Asset Management, LLC | 72 | $6.95K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 69 | $7.00K | 0.00% | +1+1.5% | Added |
| Bourgeon Capital Management LLC | 93 | $8.97K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $9.65K | 0.01% | +83+488.2% | Added |
| Horizon Bancorp Inc | 104 | $10.0K | 0.01% | −3,847−97.4% | Reduced |
| Avion Wealth | 105 | $10.0K | 0.00% | +13+14.1% | Added |
| Schubert & Co | 112 | $10.8K | 0.01% | −1−0.9% | Reduced |
| Raffa Wealth Management, LLC | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 111 | $11.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 123 | $11.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 194 | $12.0K | 0.00% | −29,226−99.3% | Reduced |
| Cyrus J. Lawrence, LLC | 121 | $12.0K | 0.00% | −887−88.0% | Reduced |
| Delos Wealth Advisors, LLC | 132 | $12.7K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 136 | $13.1K | 0.02% | +1+0.7% | Added |
| Chesapeake Asset Management LLC | 139 | $13.4K | 0.01% | +139 | New |
| Private Ocean, LLC | 140 | $13.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 146 | $14.1K | 0.00% | +146 | New |
| Headlands Technologies LLC | 147 | $14.2K | 0.01% | +147 | New |
| Orion Capital Management LLC | 150 | $14.5K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 156 | $15.0K | 0.01% | +2+1.3% | Added |
| Riverview Trust Co | 164 | $15.8K | 0.01% | −130−44.2% | Reduced |
| Cedar Wealth Management, LLC | 167 | $16.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $16.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 172 | $17.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 186 | $17.9K | 0.00% | −2−1.1% | Reduced |
| Financial Connections Group, Inc. | 187 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 192 | $18.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 197 | $19.1K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 199 | $19.2K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 210 | $20.3K | 0.00% | +68+47.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 212 | $20.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 222 | $21.4K | 0.02% | +94+73.4% | Added |
| St. Johns Investment Management Company, LLC | 226 | $21.8K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 227 | $21.9K | 0.01% | +35+18.2% | Added |
| True Wealth Design, LLC | 229 | $22.1K | 0.01% | +70+44.0% | Added |
| Delta Asset Management LLC | 231 | $22.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 239 | $23.1K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 252 | $24.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 249 | $24.0K | 0.00% | +49+24.5% | Added |
| Eukles Asset Management | 260 | $25.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 266 | $25.6K | 0.01% | +169+174.2% | Added |
| Legend Financial Advisors, Inc. | 266 | $25.7K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 279 | $27.0K | 0.01% | +1+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 283 | $27.3K | 0.00% | −194−40.7% | Reduced |
| Chilton Capital Management LLC | 289 | $27.9K | 0.00% | +289 | New |
| Richard W. Paul & Associates, LLC | 292 | $28.2K | 0.01% | +12+4.3% | Added |
| Missouri Trust & Investment Co | 296 | $28.6K | 0.02% | −355−54.5% | Reduced |
| PFS Partners, LLC | 299 | $28.8K | 0.03% | +1+0.3% | Added |
| Lowe Wealth Advisors, LLC | 299 | $28.8K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 316 | $30.5K | 0.02% | −3−0.9% | Reduced |
| Global Wealth Strategies & Associates | 317 | $30.6K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 310 | $30.8K | 0.02% | +79+34.2% | Added |
| Tortoise Investment Management, LLC | 334 | $32.2K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 343 | $33.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 344 | $33.0K | 0.03% | +2+0.6% | Added |
| Arlington Partners LLC | 349 | $33.7K | 0.00% | +17+5.1% | Added |
| BOK Financial Private Wealth, Inc. | 349 | $33.7K | 0.00% | +13+3.9% | Added |
| Ameliora Wealth Management Ltd. | 350 | $33.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 362 | $35.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 379 | $37.0K | 0.01% | −430−53.2% | Reduced |
| McIlrath & Eck, LLC | 392 | $37.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $38.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 400 | $38.6K | 0.00% | +4+1.0% | Added |
| Compass Wealth Management LLC | 400 | $38.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 418 | $40.3K | 0.02% | +50+13.6% | Added |
| Horrell Capital Management, Inc. | 425 | $41.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 438 | $42.3K | 0.00% | −80−15.4% | Reduced |
| Robbins Farley LLC | 450 | $43.4K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 458 | $44.2K | 0.01% | −8−1.7% | Reduced |
| Canton Hathaway, LLC | 471 | $45.0K | 0.02% | −66−12.3% | Reduced |
| Kelly Financial Services LLC | 474 | $45.7K | 0.02% | +28+6.3% | Added |
| AXS Investments LLC | 485 | $46.8K | 0.02% | −36−6.9% | Reduced |
| Benjamin Edwards Inc | 482 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $48.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 512 | $49.0K | 0.01% | +512 | New |
| Coastal Capital Group, Inc. | 523 | $50.4K | 0.01% | +7+1.4% | Added |