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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 11,367 | $1.10M | 0.10% | +1,723+17.9% | Added |
| Oakworth Capital, Inc. | 11,395 | $1.10M | 0.10% | +262+2.4% | Added |
| Old Port Advisors | 11,133 | $1.11M | 0.40% | +2,227+25.0% | Added |
| Pinebridge Investments, L.P. | 11,483 | $1.11M | 0.01% | +10,349+912.6% | Added |
| DT Investment Partners, LLC | 11,193 | $1.11M | 0.13% | +775+7.4% | Added |
| Aviva PLC | 11,525 | $1.11M | 0.01% | 00.0% | Unchanged |
| Excalibur Management Corp | 11,549 | $1.11M | 0.58% | −30−0.3% | Reduced |
| Meridian Wealth Management, LLC | 11,560 | $1.12M | 0.10% | +274+2.4% | Added |
| Stiles Financial Services Inc | 11,588 | $1.12M | 0.60% | +215+1.9% | Added |
| First Dallas Securities Inc. | 11,601 | $1.12M | 0.66% | −320−2.7% | Reduced |
| Peoples Financial Services Corp. | 11,610 | $1.12M | 0.52% | −200−1.7% | Reduced |
| CNB Bank | 11,625 | $1.12M | 0.68% | +323+2.9% | Added |
| Heron Financial Group, LLC | 11,639 | $1.12M | 0.62% | +1,581+15.7% | Added |
| United Bank | 11,690 | $1.13M | 0.66% | −158−1.3% | Reduced |
| Aquatic Capital Management LLC | 11,700 | $1.13M | 0.07% | +11,700 | New |
| D.B. Root & Company, LLC | 11,715 | $1.13M | 0.44% | +632+5.7% | Added |
| Atlas Brown,Inc. | 11,728 | $1.13M | 0.52% | +137+1.2% | Added |
| Haverford Trust Co | 11,841 | $1.14M | 0.01% | +106+0.9% | Added |
| Acrisure Capital Management, LLC | 11,849 | $1.14M | 1.16% | +11,849 | New |
| Peregrine Asset Advisers, Inc. | 11,849 | $1.14M | 1.12% | +11,849 | New |
| Biltmore Family Office, LLC | 11,875 | $1.15M | 0.24% | +1,094+10.1% | Added |
| Souders Financial Advisors | 11,878 | $1.15M | 0.24% | −385−3.1% | Reduced |
| Chicago Capital, LLC | 11,883 | $1.15M | 0.06% | +329+2.8% | Added |
| TCWP LLC | 11,908 | $1.15M | 0.22% | −8,975−43.0% | Reduced |
| Seven Eight Capital, LP | 11,952 | $1.15M | 0.24% | +11,952 | New |
| AIA Group Ltd | 12,030 | $1.16M | 0.06% | −1,815−13.1% | Reduced |
| Eudaimonia Partners, LLC | 12,049 | $1.16M | 0.28% | −695−5.5% | Reduced |
| Capital Investment Counsel, Inc | 12,049 | $1.16M | 0.27% | +602+5.3% | Added |
| RFG Advisory, LLC | 12,119 | $1.17M | 0.06% | +795+7.0% | Added |
| Meridian Financial Partners LLC | 12,029 | $1.17M | 1.33% | −31−0.3% | Reduced |
| Garrett Investment Advisors LLC | 12,208 | $1.18M | 0.19% | +1,024+9.2% | Added |
| Sawyer & Company, Inc | 11,901 | $1.18M | 0.64% | −54−0.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 12,266 | $1.18M | 0.46% | −151−1.2% | Reduced |
| GYL Financial Synergies, LLC | 12,293 | $1.19M | 0.14% | +12,293 | New |
| My Legacy Advisors, LLC | 11,970 | $1.19M | 0.51% | +725+6.4% | Added |
| M Holdings Securities, Inc. | 12,328 | $1.19M | 0.12% | +126+1.0% | Added |
| Northeast Financial Consultants Inc | 12,372 | $1.19M | 0.08% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 12,381 | $1.19M | 0.00% | +12,381 | New |
| ISAM Funds (UK) Ltd | 12,486 | $1.20M | 1.54% | +2,786+28.7% | Added |
| InterOcean Capital Group, LLC | 12,488 | $1.20M | 0.04% | +555+4.7% | Added |
| Advisor OS, LLC | 12,490 | $1.20M | 0.29% | −619−4.7% | Reduced |
| Sumitomo Life Insurance Co | 12,507 | $1.21M | 0.10% | −130−1.0% | Reduced |
| Reuter James Wealth Management, LLC | 12,573 | $1.21M | 0.85% | 00.0% | Unchanged |
| LCNB Corp | 12,612 | $1.22M | 0.55% | −50−0.4% | Reduced |
| Greenfield Savings Bank | 12,617 | $1.22M | 0.79% | −39−0.3% | Reduced |
| Virtu Financial LLC | 12,621 | $1.22M | 0.13% | +12,621 | New |
| Dakota Wealth Management | 12,629 | $1.22M | 0.08% | −18−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 11,835 | $1.22M | 0.02% | +461+4.1% | Added |
| Baker Tilly Wealth Management, LLC | 12,699 | $1.23M | 0.14% | +1,599+14.4% | Added |
| Schmidt P J Investment Management Inc | 12,338 | $1.23M | 0.26% | −232−1.8% | Reduced |
| Hilltop Holdings Inc. | 12,742 | $1.23M | 0.17% | +1,006+8.6% | Added |
| Heritage Trust Co | 12,744 | $1.23M | 0.19% | −357−2.7% | Reduced |
| Imprint Wealth LLC | 12,784 | $1.23M | 0.81% | +12,784 | New |
| Machina Capital S.A.S. | 12,800 | $1.23M | 1.08% | +12,800 | New |
| Voya Financial Advisors, Inc. | 12,917 | $1.24M | 0.15% | −1,455−10.1% | Reduced |
| Park Place Capital Corp | 12,967 | $1.25M | 0.35% | −366−2.7% | Reduced |
| Lazard Asset Management LLC | 13,004 | $1.25M | 0.00% | +5,770+79.8% | Added |
| Trust Investment Advisors | 13,066 | $1.26M | 1.13% | +103+0.8% | Added |
| Nepsis, Inc. | 13,354 | $1.29M | 0.43% | −264−1.9% | Reduced |
| Claro Advisors LLC | 13,377 | $1.29M | 0.38% | +8,338+165.5% | Added |
| Glenview Trust Co | 13,429 | $1.30M | 0.04% | +3,652+37.4% | Added |
| Tradewinds, LLC. | 13,476 | $1.30M | 0.79% | +13,476 | New |
| Evermay Wealth Management LLC | 13,488 | $1.30M | 0.26% | −454−3.3% | Reduced |
| Jacobi Capital Management LLC | 13,491 | $1.30M | 0.15% | +835+6.6% | Added |
| Brooks, Moore & Associates, Inc. | 13,564 | $1.31M | 0.94% | −199−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,578 | $1.31M | 0.15% | −1,047−7.2% | Reduced |
| Daymark Wealth Partners, LLC | 13,610 | $1.31M | 0.17% | +447+3.4% | Added |
| Aptus Capital Advisors, LLC | 13,733 | $1.32M | 0.04% | −187−1.3% | Reduced |
| Wealth Alliance | 13,754 | $1.33M | 0.21% | +489+3.7% | Added |
| Change Path, LLC | 13,754 | $1.33M | 0.07% | +1,764+14.7% | Added |
| Foundations Investment Advisors, LLC | 13,781 | $1.33M | 0.05% | +1,993+16.9% | Added |
| First National Corp | 13,795 | $1.33M | 0.32% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 13,826 | $1.33M | 0.73% | +2,147+18.4% | Added |
| Ballast, Inc. | 13,829 | $1.33M | 0.55% | +467+3.5% | Added |
| Asset Dedication, LLC | 13,855 | $1.33M | 0.12% | +1,501+12.1% | Added |
| Private Wealth Partners, LLC | 13,855 | $1.34M | 0.13% | −2,514−15.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,862 | $1.34M | 0.02% | +866+6.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,868 | $1.34M | 0.14% | +37+0.3% | Added |
| Clearbridge Investments, LLC | 13,915 | $1.34M | 0.00% | −751−5.1% | Reduced |
| Veriti Management LLC | 13,920 | $1.34M | 0.16% | +1,822+15.1% | Added |
| Community Bank of Raymore | 13,993 | $1.35M | 0.52% | −1,666−10.6% | Reduced |
| First National Trust Co | 13,994 | $1.35M | 0.07% | −1,896−11.9% | Reduced |
| MTM Investment Management, LLC | 14,009 | $1.35M | 0.69% | −129−0.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,033 | $1.35M | 0.18% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 14,102 | $1.36M | 0.24% | +194+1.4% | Added |
| Parcion Private Wealth LLC | 14,268 | $1.38M | 0.14% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 14,049 | $1.39M | 0.81% | +483+3.6% | Added |
| Essex Financial Services, Inc. | 14,457 | $1.39M | 0.15% | +1,359+10.4% | Added |
| Jeppson Wealth Management, LLC | 14,474 | $1.40M | 0.61% | +150+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 14,487 | $1.40M | 0.06% | −50.0% | Reduced |
| Bank of Hawaii | 14,493 | $1.40M | 0.08% | −381−2.6% | Reduced |
| Balyasny Asset Management LLC | 14,552 | $1.40M | 0.00% | +14,552 | New |
| Columbia Asset Management | 14,583 | $1.41M | 0.32% | −493−3.3% | Reduced |
| Patten Group, Inc. | 14,634 | $1.41M | 0.42% | +1,048+7.7% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.42M | 0.22% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 14,787 | $1.43M | 0.84% | −1,234−7.7% | Reduced |
| Northcape Wealth Management, LLC | 14,784 | $1.43M | 0.52% | +8,172+123.6% | Added |
| Diversified Trust Co | 14,826 | $1.43M | 0.06% | +1,399+10.4% | Added |
| McMahon Financial Advisors, LLC | 14,852 | $1.43M | 0.47% | +1,932+15.0% | Added |
| Wagner Wealth Management, LLC | 14,878 | $1.44M | 0.65% | +563+3.9% | Added |