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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 8,433 | $813.5K | 0.03% | −568−6.3% | Reduced |
| BFSG, LLC | 8,478 | $818.0K | 0.15% | −6,132−42.0% | Reduced |
| International Assets Investment Management, LLC | 8,536 | $820.3K | 0.12% | −13,146−60.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,545 | $824.3K | 0.07% | −150−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,559 | $825.7K | 0.09% | +843+10.9% | Added |
| Grimes & Company, Inc. | 8,605 | $830.1K | 0.03% | +504+6.2% | Added |
| Little House Capital LLC | 8,626 | $832.1K | 0.39% | +8,626 | New |
| First National Bank & Trust Co of Newtown | 8,766 | $845.6K | 0.19% | −146−1.6% | Reduced |
| Parallel Advisors, LLC | 8,767 | $845.8K | 0.03% | −84−0.9% | Reduced |
| Madden Securities Corp | 8,769 | $845.9K | 0.45% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,780 | $847.0K | 0.10% | +8,780 | New |
| Horizon Investment Services, LLC | 8,825 | $851.4K | 0.55% | −764−8.0% | Reduced |
| Summit X, LLC | 8,827 | $851.4K | 0.22% | −2,681−23.3% | Reduced |
| Axxcess Wealth Management, LLC | 8,832 | $852.0K | 0.07% | −39−0.4% | Reduced |
| Centaurus Financial, Inc. | 8,869 | $856.0K | 0.07% | +2,697+43.7% | Added |
| MidWestOne Financial Group, Inc. | 8,881 | $856.8K | 0.19% | +280+3.3% | Added |
| Fiduciary Group LLC | 8,893 | $857.9K | 0.11% | −227−2.5% | Reduced |
| Trust Co of Virginia | 8,945 | $862.9K | 0.10% | +1,144+14.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 8,947 | $863.1K | 0.83% | −142−1.6% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $868.2K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 9,045 | $872.5K | 0.10% | −3,541−28.1% | Reduced |
| Silver Oak Securities, Inc | 9,052 | $873.0K | 0.14% | +649+7.7% | Added |
| Laidlaw Wealth Management LLC | 9,072 | $875.2K | 0.18% | +457+5.3% | Added |
| InTrack Investment Management Inc | 9,109 | $876.6K | 0.80% | +1,217+15.4% | Added |
| Ethic Inc. | 9,107 | $878.5K | 0.04% | +131+1.5% | Added |
| Quent Capital, LLC | 9,111 | $878.9K | 0.15% | +1,692+22.8% | Added |
| Bryn Mawr Trust Co | 9,119 | $880.0K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,127 | $880.5K | 0.03% | +9,127 | New |
| Wealthcare Advisory Partners LLC | 9,133 | $881.1K | 0.04% | +411+4.7% | Added |
| Center For Asset Management LLC | 9,154 | $883.1K | 0.86% | +157+1.7% | Added |
| Moneta Group Investment Advisors LLC | 9,169 | $884.6K | 0.02% | +2,322+33.9% | Added |
| Whittier Trust Co | 9,172 | $884.8K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 9,177 | $885.3K | 0.36% | +2,142+30.4% | Added |
| Mission Wealth Management, LP | 9,200 | $887.5K | 0.04% | −2,058−18.3% | Reduced |
| Coastal Investment Advisors, Inc. | 9,220 | $889.5K | 0.22% | −6,287−40.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,277 | $894.9K | 0.48% | −293−3.1% | Reduced |
| Nilsine Partners, LLC | 9,296 | $896.8K | 0.14% | +9,296 | New |
| Independence Bank of Kentucky | 9,300 | $897.2K | 0.39% | +550+6.3% | Added |
| Mather Group, LLC. | 9,324 | $899.5K | 0.02% | +719+8.4% | Added |
| Fund Management at Engine No. 1 LLC | 9,339 | $900.9K | 0.18% | +863+10.2% | Added |
| Gotham Asset Management, LLC | 9,345 | $901.5K | 0.02% | +3,344+55.7% | Added |
| SeaCrest Wealth Management, LLC | 9,349 | $901.9K | 0.12% | +299+3.3% | Added |
| Cigna Investments Inc | 9,383 | $906.0K | 0.18% | −94−1.0% | Reduced |
| Dearborn Partners LLC | 9,437 | $910.4K | 0.04% | −600−6.0% | Reduced |
| Ancora Advisors, LLC | 9,445 | $911.2K | 0.03% | −9−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,481 | $911.7K | 0.24% | +1,765+22.9% | Added |
| Rollins Financial | 9,470 | $913.6K | 0.30% | +2,242+31.0% | Added |
| Confluence Wealth Services, Inc. | 9,583 | $924.5K | 0.22% | +328+3.5% | Added |
| Delta Financial Advisors LLC | 9,615 | $927.6K | 0.45% | +552+6.1% | Added |
| PFG Advisors | 9,621 | $928.1K | 0.08% | +2,304+31.5% | Added |
| Continuum Advisory, LLC | 9,686 | $934.4K | 0.16% | +300+3.2% | Added |
| Marcum Wealth, LLC | 9,703 | $936.1K | 0.12% | −119−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 9,740 | $939.6K | 0.17% | −851−8.0% | Reduced |
| Ballentine Partners, LLC | 9,796 | $945.0K | 0.02% | +3,665+59.8% | Added |
| StoneX Group Inc. | 9,870 | $952.6K | 0.10% | +53+0.5% | Added |
| Hayek Kallen Investment Management | 9,900 | $955.0K | 0.43% | +18+0.2% | Added |
| Spire Wealth Management | 9,905 | $955.6K | 0.04% | +3,048+44.5% | Added |
| NVWM, LLC | 9,953 | $960.2K | 0.32% | −266−2.6% | Reduced |
| Baldwin Investment Management, LLC | 9,957 | $960.6K | 0.17% | +30.0% | Added |
| Exencial Wealth Advisors, LLC | 9,957 | $960.6K | 0.05% | −74−0.7% | Reduced |
| Wambolt & Associates, LLC | 10,107 | $961.1K | 0.34% | −304−2.9% | Reduced |
| Neville Rodie & Shaw Inc | 10,028 | $967.0K | 0.09% | −1,400−12.3% | Reduced |
| United Bank | 10,046 | $969.1K | 0.12% | −38−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 10,055 | $970.0K | 0.09% | −1,316−11.6% | Reduced |
| Old North State Wealth Management, LLC | 10,110 | $976.1K | 0.91% | +393+4.0% | Added |
| Whalerock Point Partners, LLC | 10,131 | $977.3K | 0.36% | +1,495+17.3% | Added |
| Meeder Advisory Services, Inc. | 10,132 | $977.4K | 0.11% | −407−3.9% | Reduced |
| Keudell/Morrison Wealth Management | 10,140 | $978.2K | 0.29% | +674+7.1% | Added |
| KCM Investment Advisors LLC | 10,181 | $982.2K | 0.04% | −953−8.6% | Reduced |
| SG Americas Securities, LLC | 10,193 | $983.0K | 0.01% | +1,058+11.6% | Added |
| 9258 Wealth Management, LLC | 10,298 | $993.4K | 0.20% | −8−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 10,325 | $996.1K | 0.27% | +299+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 10,345 | $998.0K | 0.73% | −395−3.7% | Reduced |
| Spirit of America Management Corp | 10,350 | $998.5K | 0.22% | +1,350+15.0% | Added |
| Journey Advisory Group, LLC | 10,352 | $998.6K | 0.16% | −3,842−27.1% | Reduced |
| BancorpSouth Bank | 10,479 | $1.01M | 0.09% | −270−2.5% | Reduced |
| Allred Capital Management, LLC | 10,482 | $1.01M | 0.54% | +7+0.1% | Added |
| Guardian Wealth Advisors, LLC | 10,487 | $1.01M | 0.18% | +244+2.4% | Added |
| AFS Financial Group, LLC | 10,507 | $1.01M | 0.68% | +114+1.1% | Added |
| 1st Source Bank | 10,549 | $1.02M | 0.07% | +148+1.4% | Added |
| Connectus Wealth, LLC | 10,569 | $1.02M | 0.03% | +1,720+19.4% | Added |
| Quadrant Capital Group LLC | 10,574 | $1.02M | 0.11% | +2,621+33.0% | Added |
| Chesley Taft & Associates LLC | 10,666 | $1.03M | 0.07% | +401+3.9% | Added |
| Beech Hill Advisors, Inc. | 10,750 | $1.04M | 0.52% | +1,045+10.8% | Added |
| Mitchell Sinkler & Starr | 10,761 | $1.04M | 0.31% | −1,568−12.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,777 | $1.04M | 0.04% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 10,784 | $1.04M | 0.62% | +2,905+36.9% | Added |
| Gables Capital Management Inc. | 10,817 | $1.04M | 0.73% | +115+1.1% | Added |
| HBK Sorce Advisory LLC | 10,840 | $1.05M | 0.05% | −4,798−30.7% | Reduced |
| Welch Group, LLC | 10,982 | $1.06M | 0.06% | −4,959−31.1% | Reduced |
| MSH Capital Advisors LLC | 10,990 | $1.06M | 0.45% | −112−1.0% | Reduced |
| Mystic Asset Management, Inc. | 10,995 | $1.06M | 0.59% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 11,003 | $1.06M | 0.20% | +11+0.1% | Added |
| LMG Wealth Partners, LLC | 11,049 | $1.07M | 0.34% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,063 | $1.07M | 0.09% | +1,561+16.4% | Added |
| Wealthspire Advisors, LLC | 11,073 | $1.07M | 0.02% | −429−3.7% | Reduced |
| JT Stratford LLC | 11,193 | $1.08M | 0.31% | +3,002+36.6% | Added |
| Toroso Investments, LLC | 11,237 | $1.08M | 0.04% | −6,529−36.7% | Reduced |
| First Manhattan Co | 11,283 | $1.09M | 0.00% | −634−5.3% | Reduced |
| Focus Financial Network, Inc. | 11,322 | $1.09M | 0.07% | +270+2.4% | Added |