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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 14,908 | $1.44M | 0.75% | +150+1.0% | Added |
| Harbour Investments, Inc. | 15,020 | $1.45M | 0.08% | +1,039+7.4% | Added |
| Aviance Capital Partners, LLC | 15,064 | $1.45M | 0.32% | −42−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 15,072 | $1.45M | 0.13% | +15,072 | New |
| Segall Bryant & Hamill, LLC | 15,331 | $1.48M | 0.02% | −1,359−8.1% | Reduced |
| Cunning Capital Partners, LP | 15,435 | $1.49M | 1.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 15,518 | $1.50M | 0.25% | −7,401−32.3% | Reduced |
| Quantinno Capital Management LP | 15,591 | $1.50M | 0.10% | +4,640+42.4% | Added |
| Equitable Trust Co | 15,745 | $1.52M | 0.12% | +188+1.2% | Added |
| Ingalls & Snyder LLC | 15,816 | $1.53M | 0.08% | −181−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 15,823 | $1.53M | 0.04% | +257+1.7% | Added |
| Financial Architects, Inc | 15,866 | $1.53M | 0.25% | −129−0.8% | Reduced |
| BFT Financial Group, LLC | 15,876 | $1.53M | 0.23% | +15,876 | New |
| SageView Advisory Group, LLC | 15,880 | $1.53M | 0.10% | +11,505+263.0% | Added |
| ZWJ Investment Counsel Inc | 15,887 | $1.53M | 0.08% | +594+3.9% | Added |
| Alpha Omega Wealth Management LLC | 15,896 | $1.53M | 0.26% | −16,540−51.0% | Reduced |
| WealthTrust Axiom LLC | 15,988 | $1.54M | 0.53% | +391+2.5% | Added |
| Argent Advisors, Inc. | 16,029 | $1.55M | 0.74% | +793+5.2% | Added |
| IHT Wealth Management, LLC | 16,259 | $1.57M | 0.09% | +406+2.6% | Added |
| Community Bank & Trust, Waco, Texas | 16,285 | $1.57M | 0.50% | −24−0.1% | Reduced |
| Randolph Co Inc | 16,295 | $1.57M | 0.23% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,300 | $1.57M | 0.02% | −133,137−89.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,378 | $1.58M | 0.39% | −192−1.2% | Reduced |
| Fundamentun, LLC | 16,396 | $1.58M | 0.27% | +310+1.9% | Added |
| Verdence Capital Advisors LLC | 16,401 | $1.58M | 0.19% | +741+4.7% | Added |
| Davis Investment Partners, LLC | 16,475 | $1.59M | 0.84% | 00.0% | Unchanged |
| Natixis | 16,447 | $1.59M | 0.01% | +16,447 | New |
| Private Trust Co NA | 16,447 | $1.59M | 0.22% | +687+4.4% | Added |
| Duality Advisers, LP | 16,452 | $1.59M | 0.18% | +16,452 | New |
| Wade G W & Inc | 16,497 | $1.59M | 0.06% | −168−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,489 | $1.59M | 0.03% | +15,000+1,007.4% | Added |
| Wolff Wiese Magana LLC | 16,500 | $1.59M | 1.29% | +178+1.1% | Added |
| Heritage Investors Management Corp | 16,507 | $1.59M | 0.07% | −403−2.4% | Reduced |
| Elevated Capital Advisors, LLC | 16,523 | $1.59M | 0.57% | +345+2.1% | Added |
| Curi Capital | 16,552 | $1.60M | 0.23% | −3,172−16.1% | Reduced |
| Marino, Stram & Associates LLC | 16,572 | $1.60M | 0.48% | +514+3.2% | Added |
| Manchester Capital Management LLC | 16,647 | $1.61M | 0.21% | +15,401+1,236.0% | Added |
| Equitable Holdings, Inc. | 16,825 | $1.62M | 0.03% | +4,704+38.8% | Added |
| Good Life Advisors, LLC | 17,119 | $1.65M | 0.21% | +455+2.7% | Added |
| Shelton Capital Management | 17,151 | $1.65M | 0.07% | +8,151+90.6% | Added |
| Certified Advisory Corp | 17,424 | $1.68M | 0.30% | −35−0.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 17,445 | $1.68M | 0.61% | −656−3.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,459 | $1.68M | 0.46% | +350+2.0% | Added |
| Paradigm Financial Partners, LLC | 17,461 | $1.68M | 0.46% | +1,090+6.7% | Added |
| Old National Bancorp | 17,496 | $1.69M | 0.05% | −1,123−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 17,555 | $1.69M | 0.09% | +1,528+9.5% | Added |
| Grove Bank & Trust | 17,621 | $1.70M | 0.36% | +79+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 16,534 | $1.70M | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 17,703 | $1.71M | 0.03% | +2,698+18.0% | Added |
| NTV Asset Management LLC | 17,704 | $1.71M | 0.32% | 00.0% | Unchanged |
| Cullinan Associates Inc | 17,818 | $1.72M | 0.10% | +3,201+21.9% | Added |
| Moloney Securities Asset Management, LLC | 17,819 | $1.72M | 0.32% | +27+0.2% | Added |
| Wetherby Asset Management Inc | 17,857 | $1.72M | 0.10% | −304−1.7% | Reduced |
| Smith, Moore & Co. | 17,870 | $1.72M | 0.23% | +230+1.3% | Added |
| United Services Automobile Association | 17,894 | $1.73M | 0.06% | −11,420−39.0% | Reduced |
| King Luther Capital Management Corp | 17,901 | $1.73M | 0.01% | −883−4.7% | Reduced |
| AMG National Trust Bank | 17,908 | $1.73M | 0.06% | +2,040+12.9% | Added |
| Bank Ozk | 18,040 | $1.74M | 0.86% | +193+1.1% | Added |
| Wedbush Securities Inc | 18,044 | $1.74M | 0.09% | +179+1.0% | Added |
| Brown Brothers Harriman & Co | 18,114 | $1.75M | 0.01% | +279+1.6% | Added |
| Ziegler Capital Management, LLC | 18,014 | $1.75M | 0.07% | +57+0.3% | Added |
| Tower Bridge Advisors | 18,144 | $1.75M | 0.14% | −270−1.5% | Reduced |
| Ameritas Advisory Services, LLC | 17,871 | $1.75M | 0.09% | −4,633−20.6% | Reduced |
| Engineers Gate Manager LP | 18,251 | $1.76M | 0.07% | +18,251 | New |
| Bellecapital International Ltd. | 18,277 | $1.76M | 0.44% | +4,651+34.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 18,318 | $1.77M | 0.27% | +10.0% | Added |
| Berkeley Capital Partners, LLC | 18,364 | $1.77M | 0.66% | +462+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,418 | $1.78M | 0.09% | −30,730−62.5% | Reduced |
| EP Wealth Advisors, LLC | 22,874 | $1.78M | 0.04% | +9,421+70.0% | Added |
| Trust Co of Vermont | 18,501 | $1.78M | 0.12% | +1,452+8.5% | Added |
| Wealth Advisory Solutions, LLC | 18,511 | $1.79M | 0.47% | −867−4.5% | Reduced |
| Massmutual Trust Co FSB | 18,587 | $1.79M | 0.07% | +1,049+6.0% | Added |
| Hartford Financial Management Inc. | 18,605 | $1.79M | 0.46% | +29+0.2% | Added |
| Texas Yale Capital Corp. | 18,670 | $1.80M | 0.09% | −647−3.3% | Reduced |
| Chemung Canal Trust Co | 18,701 | $1.80M | 0.41% | −295−1.6% | Reduced |
| WealthShield Partners, LLC | 18,729 | $1.81M | 0.29% | +442+2.4% | Added |
| BerganKDV Wealth Management, LLC | 18,907 | $1.82M | 0.19% | −670−3.4% | Reduced |
| Private Asset Management Inc | 18,972 | $1.83M | 0.30% | −1,247−6.2% | Reduced |
| FourThought Financial Partners, LLC | 19,047 | $1.84M | 0.25% | +2,851+17.6% | Added |
| Cipher Capital LP | 19,066 | $1.84M | 0.34% | +19,066 | New |
| HRT Financial LP | 19,132 | $1.84M | 0.02% | +19,132 | New |
| Principle Wealth Partners LLC | 19,156 | $1.85M | 0.20% | +454+2.4% | Added |
| Empire Financial Management Company, LLC | 19,403 | $1.87M | 0.76% | +19,403 | New |
| Belpointe Asset Management LLC | 19,405 | $1.87M | 0.10% | +112+0.6% | Added |
| London Co of Virginia | 19,409 | $1.87M | 0.01% | −142−0.7% | Reduced |
| Franklin Street Advisors Inc | 19,493 | $1.88M | 0.17% | −408−2.1% | Reduced |
| Physicians Financial Services, Inc. | 19,668 | $1.90M | 0.80% | −176−0.9% | Reduced |
| Redwood Investment Management, LLC | 19,852 | $1.92M | 0.21% | +1,624+8.9% | Added |
| Successful Portfolios LLC | 19,904 | $1.92M | 1.21% | −175−0.9% | Reduced |
| Strategic Blueprint, LLC | 19,915 | $1.92M | 0.20% | −284−1.4% | Reduced |
| Norway Savings Bank | 19,917 | $1.92M | 0.97% | −917−4.4% | Reduced |
| Premier Fund Managers Ltd | 20,000 | $1.92M | 0.08% | +20,000 | New |
| Guardian Investment Management | 19,925 | $1.92M | 1.48% | +14,226+249.6% | Added |
| Mountain Capital Investment Advisors, Inc | 19,401 | $1.92M | 0.85% | −1,808−8.5% | Reduced |
| Carson Advisory Inc. | 19,971 | $1.93M | 1.71% | −1,173−5.5% | Reduced |
| Hanson & Doremus Investment Management | 20,044 | $1.93M | 0.43% | −2,543−11.3% | Reduced |
| Symphony Financial, Ltd. Co. | 20,116 | $1.93M | 0.50% | −1,140−5.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,130 | $1.94M | 0.83% | +372+1.9% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $1.95M | 0.04% | −203−1.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 20,225 | $1.95M | 0.68% | −822−3.9% | Reduced |