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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 535 | $51.6K | 0.04% | +535 | New |
| Abound Wealth Management | 540 | $52.1K | 0.02% | +30+5.9% | Added |
| First Community Trust NA | 548 | $52.9K | 0.06% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 550 | $53.1K | 0.04% | +550 | New |
| Cutler Group LP | 567 | $54.0K | 0.01% | +567 | New |
| Bell Investment Advisors, Inc | 560 | $54.0K | 0.01% | +69+14.1% | Added |
| Princeton Global Asset Management LLC | 581 | $56.0K | 0.02% | +21+3.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 582 | $56.1K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 582 | $56.2K | 0.04% | −244−29.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 583 | $56.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $56.3K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 595 | $57.5K | 0.04% | −155−20.7% | Reduced |
| Atlantic Private Wealth, LLC | 599 | $57.7K | 0.06% | +599 | New |
| TFC Financial Management | 602 | $58.1K | 0.02% | +25+4.3% | Added |
| Global Financial Private Client, LLC | 628 | $59.7K | 0.03% | +168+36.5% | Added |
| Motco | 627 | $60.5K | 0.00% | −1,651−72.5% | Reduced |
| Antonetti Capital Management LLC | 635 | $61.3K | 0.09% | −85−11.8% | Reduced |
| Clearview Wealth Advisors LLC | 635 | $61.3K | 0.06% | +3+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 636 | $61.4K | 0.03% | +46+7.8% | Added |
| Focused Wealth Management, Inc | 640 | $61.7K | 0.01% | +387+153.0% | Added |
| Wellington Shields Capital Management, LLC | 649 | $62.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $63.8K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 660 | $64.0K | 0.02% | −49−6.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $64.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $64.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 690 | $66.6K | 0.02% | +110+19.0% | Added |
| Boyd Watterson Asset Management LLC | 697 | $67.2K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 717 | $69.2K | 0.01% | −232−24.4% | Reduced |
| Luken Investment Analytics, LLC | 721 | $69.6K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 753 | $72.6K | 0.01% | +18+2.4% | Added |
| Laffer Tengler Investments | 756 | $72.9K | 0.02% | +160+26.8% | Added |
| Cassady Schiller Wealth Management, LLC | 787 | $75.7K | 0.04% | +20+2.6% | Added |
| Graham Capital Wealth Management, LLC | 806 | $77.8K | 0.11% | +806 | New |
| Core Alternative Capital | 809 | $78.0K | 0.01% | −136−14.4% | Reduced |
| Achmea Investment Management B.V. | 833 | $80.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 836 | $80.6K | 0.01% | +479+134.2% | Added |
| Global Trust Asset Management, LLC | 836 | $80.7K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 842 | $81.0K | 0.03% | +264+45.7% | Added |
| Kenfarb & Co. | 845 | $81.5K | 0.07% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 847 | $81.7K | 0.04% | −51−5.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 848 | $81.8K | 0.02% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 855 | $82.5K | 0.05% | +118+16.0% | Added |
| Centerpoint Advisors, LLC | 875 | $84.0K | 0.04% | +95+12.2% | Added |
| American State Bank (Iowa) | 874 | $84.3K | 0.06% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 892 | $86.1K | 0.12% | +5+0.6% | Added |
| Pointe Capital Management LLC | 944 | $91.1K | 0.07% | +944 | New |
| Prestige Wealth Management Group LLC | 952 | $91.8K | 0.02% | +24+2.6% | Added |
| Atlas Capital Advisors LLC | 954 | $92.0K | 0.01% | −466−32.8% | Reduced |
| Carmel Capital Partners, LLC | 971 | $93.7K | 0.06% | +971 | New |
| Mechanics Financial Corp | 1,000 | $96.5K | 0.06% | 00.0% | Unchanged |
| Granite FO LLC | 982 | $97.1K | 0.06% | +932+1,864.0% | Added |
| Webster Bank, N. A. | 1,023 | $98.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,033 | $99.7K | 0.06% | −32−3.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,034 | $99.8K | 0.02% | −422−29.0% | Reduced |
| Piscataqua Savings Bank | 1,054 | $101.7K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,059 | $102.2K | 0.04% | +264+33.2% | Added |
| S.A. Mason LLC | 1,079 | $104.1K | 0.08% | +43+4.2% | Added |
| AllSquare Wealth Management LLC | 1,082 | $104.4K | 0.07% | −100−8.5% | Reduced |
| Carderock Capital Management Inc | 1,100 | $106.1K | 0.04% | +1,100 | New |
| WFA Asset Management Corp | 1,100 | $106.1K | 0.07% | +8+0.7% | Added |
| TCI Wealth Advisors, Inc. | 1,118 | $107.9K | 0.01% | +15+1.4% | Added |
| Avalon Trust Co | 1,127 | $108.7K | 0.01% | +1,127 | New |
| Cornerstone Management, Inc. | 1,132 | $109.2K | 0.03% | +3+0.3% | Added |
| Toth Financial Advisory Corp | 1,137 | $109.7K | 0.02% | −180−13.7% | Reduced |
| Center for Financial Planning, Inc. | 1,138 | $109.8K | 0.03% | +118+11.6% | Added |
| Byrne Asset Management LLC | 1,168 | $113.0K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,204 | $116.2K | 0.03% | +611+103.0% | Added |
| Ruedi Wealth Management, Inc. | 1,207 | $116.4K | 0.07% | 00.0% | Unchanged |
| Key Financial Inc | 1,233 | $118.9K | 0.04% | −50−3.9% | Reduced |
| Cranbrook Wealth Management, LLC | 1,233 | $118.9K | 0.03% | +400+48.0% | Added |
| Compagnie Lombard Odier SCmA | 1,250 | $120.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,267 | $122.2K | 0.09% | +87+7.4% | Added |
| Glassman Wealth Services | 1,284 | $123.9K | 0.02% | −277−17.7% | Reduced |
| Hollencrest Capital Management | 1,285 | $124.0K | 0.01% | −1−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,295 | $124.9K | 0.00% | −478−27.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,307 | $126.1K | 0.09% | +1+0.1% | Added |
| Investors Research Corp | 1,310 | $126.4K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,314 | $126.8K | 0.03% | +1,314 | New |
| Plante Moran Financial Advisors, LLC | 1,325 | $127.8K | 0.02% | +4+0.3% | Added |
| Farther Finance Advisors, LLC | 1,325 | $127.9K | 0.04% | +85+6.9% | Added |
| Barrett & Company, Inc. | 1,326 | $127.9K | 0.08% | −208−13.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,346 | $129.8K | 0.08% | +205+18.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,382 | $133.0K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,380 | $133.1K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,384 | $133.5K | 0.83% | −5−0.4% | Reduced |
| Atticus Wealth Management, LLC | 1,395 | $134.6K | 0.05% | +156+12.6% | Added |
| New Millennium Group LLC | 1,399 | $134.9K | 0.14% | +10+0.7% | Added |
| City State Bank | 1,400 | $135.0K | 0.08% | +186+15.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,408 | $135.8K | 0.03% | +1,408 | New |
| Baystate Wealth Management LLC | 1,433 | $138.3K | 0.01% | +290+25.4% | Added |
| Column Capital Advisors, LLC | 1,441 | $139.0K | 0.02% | −667−31.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,463 | $141.0K | 0.12% | +18+1.2% | Added |
| TCTC Holdings, LLC | 1,473 | $142.1K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,523 | $147.0K | 0.02% | −5−0.3% | Reduced |
| Venturi Wealth Management, LLC | 1,538 | $148.4K | 0.01% | −499−24.5% | Reduced |
| Icon Wealth Partners, LLC | 1,553 | $149.8K | 0.02% | +1,553 | New |
| Larson Financial Group LLC | 1,566 | $151.1K | 0.02% | +508+48.0% | Added |
| Knuff & Co LLC | 1,567 | $151.2K | 0.06% | −206−11.6% | Reduced |
| Shell Asset Management Co | 1,632 | $157.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,634 | $157.6K | 0.03% | 00.0% | Unchanged |