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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 1,635 | $157.7K | 0.01% | +18+1.1% | Added |
| Vigilant Capital Management, LLC | 1,633 | $158.0K | 0.01% | −94−5.4% | Reduced |
| Arrow Financial Corp | 1,640 | $158.2K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,649 | $159.1K | 0.00% | −33−2.0% | Reduced |
| Strategic Investment Solutions, Inc. | 1,674 | $161.5K | 0.03% | +1,674 | New |
| JJJ Advisors Inc. | 1,682 | $164.2K | 0.05% | −660−28.2% | Reduced |
| Rock Creek Group, LP | 1,705 | $164.5K | 0.02% | +83+5.1% | Added |
| AlphaMark Advisors, LLC | 1,727 | $167.0K | 0.08% | +110+6.8% | Added |
| Stephens Consulting, LLC | 1,787 | $172.4K | 0.10% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,790 | $172.7K | 0.09% | +1,790 | New |
| Community Bank, N.A. | 1,795 | $173.2K | 0.02% | −1,725−49.0% | Reduced |
| Tradewinds Capital Management, LLC | 1,809 | $174.5K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,811 | $175.0K | 0.05% | −2,177−54.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,827 | $176.3K | 0.02% | +94+5.4% | Added |
| Leonteq Securities AG | 1,854 | $178.9K | 0.02% | −489−20.9% | Reduced |
| Baldwin Brothers Inc | 1,863 | $179.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,886 | $181.9K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $183.3K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,909 | $184.0K | 0.00% | −618−24.5% | Reduced |
| Old Second National Bank of Aurora | 1,917 | $184.9K | 0.05% | −1,372−41.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,918 | $185.0K | 0.13% | +1,918 | New |
| Cercano Management LLC | 1,919 | $185.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,923 | $185.5K | 0.08% | +1,557+425.4% | Added |
| Acropolis Investment Management, LLC | 1,925 | $185.7K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,951 | $188.2K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,917 | $190.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,978 | $190.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,992 | $192.2K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,024 | $195.3K | 0.01% | +1,799+799.6% | Added |
| Lindbrook Capital, LLC | 2,028 | $195.6K | 0.02% | −355−14.9% | Reduced |
| Castleview Partners, LLC | 2,045 | $197.3K | 0.17% | +76+3.9% | Added |
| AAFCPAs Wealth Management, LLC | 2,076 | $200.3K | 0.13% | +2,076 | New |
| CFM Wealth Partners LLC | 2,079 | $200.6K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,082 | $200.9K | 0.04% | +2,082 | New |
| First National Advisers, LLC | 2,088 | $201.0K | 0.23% | +67+3.3% | Added |
| Annex Advisory Services, LLC | 2,101 | $202.7K | 0.01% | +11+0.5% | Added |
| Virtus Investment Advisers, Inc. | 2,104 | $203.0K | 0.14% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,105 | $203.1K | 0.01% | +2,105 | New |
| McMillion Capital Management Inc | 2,108 | $203.4K | 0.19% | −800−27.5% | Reduced |
| Mairs & Power Inc | 2,109 | $203.5K | 0.00% | +2,109 | New |
| Shufro Rose & Co LLC | 2,112 | $203.7K | 0.02% | −219−9.4% | Reduced |
| Virtue Capital Management, LLC | 2,074 | $204.0K | 0.03% | +33+1.6% | Added |
| Ostrum Asset Management | 2,115 | $204.0K | 0.02% | +2,115 | New |
| Main Street Financial Solutions, LLC | 2,117 | $204.2K | 0.03% | +2,117 | New |
| Sonora Investment Management Group, LLC | 2,124 | $204.9K | 0.02% | +2,124 | New |
| Keebeck Wealth Management, LLC | 2,130 | $205.5K | 0.03% | −1,200−36.0% | Reduced |
| Papp L Roy & Associates | 2,135 | $206.0K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,165 | $208.0K | 0.03% | +94+4.5% | Added |
| Robertson Stephens Wealth Management, LLC | 2,161 | $208.5K | 0.02% | +2,161 | New |
| Valley Brook Capital Group | 2,164 | $208.8K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,164 | $209.0K | 0.03% | +81+3.9% | Added |
| Ledyard National Bank | 2,169 | $209.2K | 0.02% | −150−6.5% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $209.2K | 0.03% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,172 | $209.5K | 0.21% | +6+0.3% | Added |
| Plancorp, LLC | 2,177 | $210.0K | 0.01% | +2,177 | New |
| Accredited Investors Inc. | 2,178 | $210.1K | 0.02% | +2,178 | New |
| HHM Wealth Advisors, LLC | 2,180 | $210.3K | 0.04% | +100+4.8% | Added |
| Charter Oak Capital Management, LLC | 2,188 | $211.1K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,194 | $211.7K | 0.04% | +172+8.5% | Added |
| Bangor Savings Bank | 2,197 | $211.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 2,200 | $212.2K | 0.01% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 2,201 | $212.3K | 0.02% | +2,201 | New |
| True Capital Management | 2,205 | $212.7K | 0.15% | +251+12.8% | Added |
| Regent Peak Wealth Advisors LLC | 2,208 | $213.0K | 0.07% | +112+5.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,211 | $213.3K | 0.05% | +2,211 | New |
| AdvisorNet Financial, Inc | 2,215 | $213.7K | 0.02% | +251+12.8% | Added |
| Lokken Investment Group LLC | 2,219 | $214.0K | 0.16% | +151+7.3% | Added |
| Charter Research & Investment Group, Inc. | 2,225 | $214.6K | 0.19% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,230 | $215.1K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,231 | $215.2K | 0.06% | +41+1.9% | Added |
| Lumature Wealth Partners, LLC | 2,232 | $215.3K | 0.12% | +38+1.7% | Added |
| Matrix Private Capital Group LLC | 2,233 | $215.4K | 0.15% | +11+0.5% | Added |
| Provident Wealth Management, LLC | 2,247 | $216.8K | 0.11% | −2−0.1% | Reduced |
| Westhampton Capital, LLC | 2,261 | $218.1K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,262 | $218.2K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,263 | $218.3K | 0.04% | −104−4.4% | Reduced |
| Cubic Asset Management, LLC | 2,263 | $218.3K | 0.06% | +63+2.9% | Added |
| Community Trust & Investment Co | 2,268 | $218.8K | 0.02% | +73+3.3% | Added |
| Interchange Capital Partners, LLC | 2,269 | $218.8K | 0.12% | +2,269 | New |
| Lockerman Financial Group, Inc. | 2,269 | $218.9K | 0.60% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,273 | $219.3K | 0.12% | +2,273 | New |
| Red Wave Investments LLC | 2,275 | $219.5K | 0.09% | +88+4.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,210 | $219.6K | 0.16% | +16+0.7% | Added |
| NBW Capital LLC | 2,277 | $219.7K | 0.05% | +245+12.1% | Added |
| FirstPurpose Wealth LLC | 2,277 | $219.7K | 0.11% | +118+5.5% | Added |
| TRUE Private Wealth Advisors | 2,279 | $219.9K | 0.03% | +5+0.2% | Added |
| Wealthquest Corp | 2,282 | $220.1K | 0.03% | −166−6.8% | Reduced |
| Essex Investment Management Co LLC | 2,291 | $221.0K | 0.03% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,291 | $221.0K | 0.03% | −429−15.8% | Reduced |
| DFPG Investments, LLC | 2,297 | $221.6K | 0.02% | +2,297 | New |
| Summit Trail Advisors, LLC | 2,298 | $221.7K | 0.01% | +204+9.7% | Added |
| LCM Capital Management Inc | 2,306 | $222.5K | 0.19% | +10.0% | Added |
| Bridge Creek Capital Management LLC | 2,307 | $222.6K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,307 | $222.6K | 0.03% | +254+12.4% | Added |
| Verus Capital Partners, LLC | 2,307 | $222.6K | 0.03% | −309−11.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,315 | $223.3K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 2,327 | $224.5K | 0.02% | −526−18.4% | Reduced |
| Southern Capital Advisors, LLC | 2,329 | $224.7K | 0.17% | +2,329 | New |
| SC&H Financial Advisors, Inc. | 2,329 | $224.7K | 0.08% | +56+2.5% | Added |
| Alliance Wealth Advisors, LLC | 2,331 | $224.9K | 0.09% | +297+14.6% | Added |