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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 2,340 | $225.7K | 0.03% | +2,340 | New |
| Mirador Capital Partners LP | 2,343 | $226.0K | 0.05% | −1,086−31.7% | Reduced |
| tru Independence LLC | 2,346 | $226.3K | 0.07% | +98+4.4% | Added |
| M&R Capital Management Inc | 2,347 | $226.4K | 0.06% | −200−7.9% | Reduced |
| Allstate Corp | 2,349 | $226.6K | 0.02% | −5,261−69.1% | Reduced |
| Greytown Advisors Inc. | 2,351 | $226.9K | 0.12% | −100−4.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,354 | $227.1K | 0.01% | −76−3.1% | Reduced |
| V-Square Quantitative Management LLC | 2,357 | $227.4K | 0.21% | +2,357 | New |
| Camden Capital, LLC | 2,359 | $227.6K | 0.03% | −10.0% | Reduced |
| Garda Capital Partners LP | 2,360 | $227.7K | 0.20% | +2,360 | New |
| Northstar Advisory Group, LLC | 2,364 | $228.0K | 0.17% | −482−16.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,368 | $228.4K | 0.06% | −100−4.1% | Reduced |
| CapWealth Advisors, LLC | 2,368 | $228.4K | 0.03% | −65−2.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,373 | $228.9K | 0.13% | −3,938−62.4% | Reduced |
| S. R. Schill & Associates | 2,375 | $229.1K | 0.11% | −23−1.0% | Reduced |
| Roundview Capital LLC | 2,375 | $229.1K | 0.02% | −126−5.0% | Reduced |
| West Family Investments, Inc. | 2,385 | $230.1K | 0.09% | −3,773−61.3% | Reduced |
| Mezzasalma Advisors, LLC | 2,397 | $231.2K | 0.16% | −40−1.6% | Reduced |
| Horan Securities, Inc. | 2,398 | $231.3K | 0.12% | −216−8.3% | Reduced |
| Boltwood Capital Management | 2,400 | $231.5K | 0.09% | +160+7.1% | Added |
| Michael B. Yongue | 2,405 | $232.0K | 0.22% | −300−11.1% | Reduced |
| Latitude Advisors, LLC | 2,413 | $232.8K | 0.17% | −521−17.8% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $233.0K | 0.23% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,417 | $233.2K | 0.10% | +10.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,420 | $233.5K | 0.17% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,429 | $234.3K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,430 | $234.4K | 0.04% | +2,430 | New |
| Redhawk Wealth Advisors, Inc. | 2,433 | $234.7K | 0.08% | +124+5.4% | Added |
| S&CO Inc | 2,438 | $235.0K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,437 | $235.1K | 0.13% | −435−15.1% | Reduced |
| Semus Wealth Partners LLC | 2,438 | $235.2K | 0.25% | +49+2.1% | Added |
| Griffin Asset Management, Inc. | 2,440 | $235.4K | 0.03% | +13+0.5% | Added |
| Dividend Assets Capital, LLC | 2,287 | $236.0K | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,450 | $236.4K | 0.05% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,450 | $236.4K | 0.96% | +347+16.5% | Added |
| Altrius Capital Management Inc | 2,451 | $236.5K | 0.07% | −364−12.9% | Reduced |
| Hallmark Capital Management Inc | 2,452 | $236.5K | 0.02% | −81−3.2% | Reduced |
| First Foundation Advisors | 2,456 | $236.9K | 0.01% | −50−2.0% | Reduced |
| Weatherly Asset Management L. P. | 2,457 | $237.1K | 0.03% | −384−13.5% | Reduced |
| LexAurum Advisors, LLC | 2,458 | $237.1K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,462 | $237.5K | 0.02% | −1,019−29.3% | Reduced |
| Osborne Partners Capital Management, LLC | 2,470 | $238.3K | 0.02% | +228+10.2% | Added |
| Shilanski & Associates, Inc. | 2,414 | $238.6K | 0.11% | +8+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 2,474 | $238.7K | 0.03% | +2,474 | New |
| Bath Savings Trust Co | 2,478 | $239.1K | 0.03% | −22−0.9% | Reduced |
| Monticello Wealth Management, LLC | 2,356 | $239.5K | 0.03% | +2,356 | New |
| Montecito Bank & Trust | 2,492 | $240.4K | 0.06% | +49+2.0% | Added |
| Beirne Wealth Consulting Services, LLC | 2,492 | $240.4K | 0.17% | −92−3.6% | Reduced |
| M. Kraus & Co | 2,499 | $241.1K | 0.09% | −125−4.8% | Reduced |
| Shayne & Co., LLC | 2,500 | $241.2K | 0.13% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,500 | $241.2K | 0.12% | −36−1.4% | Reduced |
| VeraBank, N.A. | 2,501 | $241.3K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,510 | $242.1K | 0.13% | −110−4.2% | Reduced |
| Phocas Financial Corp. | 2,512 | $242.3K | 0.03% | −1,846−42.4% | Reduced |
| Ignite Planners, LLC | 2,457 | $243.5K | 0.10% | +2,457 | New |
| Hudson Value Partners, LLC | 2,525 | $243.6K | 0.14% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,542 | $245.2K | 0.18% | −1,239−32.8% | Reduced |
| Bender Robert & Associates | 2,549 | $245.9K | 0.08% | −77−2.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 2,555 | $246.5K | 0.19% | +25+1.0% | Added |
| Strategic Equity Management | 2,557 | $246.7K | 0.09% | +2,557 | New |
| Bridgeworth, LLC | 2,569 | $247.8K | 0.03% | −709−21.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,570 | $248.0K | 0.06% | +5+0.2% | Added |
| Horan Capital Advisors, LLC. | 2,577 | $248.6K | 0.10% | +499+24.0% | Added |
| Klingman & Associates, LLC | 2,577 | $248.6K | 0.02% | +59+2.3% | Added |
| Eqis Capital Management, Inc. | 2,579 | $248.8K | 0.03% | −4,285−62.4% | Reduced |
| Citizens National Bank Trust Department | 2,582 | $249.1K | 0.07% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 2,590 | $249.9K | 0.05% | −503−16.3% | Reduced |
| Gleason Group, Inc. | 2,605 | $251.3K | 0.07% | +27+1.0% | Added |
| Buckingham Capital Management, Inc. | 2,614 | $252.2K | 0.04% | +26+1.0% | Added |
| Strait & Sound Wealth Management LLC | 2,621 | $252.8K | 0.25% | +17+0.7% | Added |
| Pasadena Private Wealth, LLC | 2,631 | $253.8K | 0.07% | +201+8.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,636 | $254.0K | 0.10% | +26+1.0% | Added |
| Wealth Effects LLC | 2,639 | $254.6K | 0.13% | +10.0% | Added |
| Centurion Wealth Management LLC | 2,649 | $255.5K | 0.13% | +77+3.0% | Added |
| RMR Wealth Builders | 2,649 | $255.6K | 0.05% | +2,649 | New |
| Sanders Morris Harris LLC | 2,650 | $255.6K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,656 | $256.3K | 0.11% | +286+12.1% | Added |
| Grandfield & Dodd, LLC | 2,659 | $256.5K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,677 | $258.3K | 0.03% | −1,332−33.2% | Reduced |
| Innovis Asset Management LLC | 2,679 | $258.4K | 0.10% | +136+5.3% | Added |
| Adviser Investments LLC | 2,688 | $259.3K | 0.01% | −74−2.7% | Reduced |
| Fortress Wealth Group, LLC | 2,695 | $260.0K | 0.19% | −3−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 2,695 | $260.0K | 0.03% | +1,436+114.1% | Added |
| Balboa Wealth Partners | 2,696 | $260.1K | 0.10% | −900−25.0% | Reduced |
| Pearl River Capital, LLC | 2,698 | $260.3K | 0.04% | +2,698 | New |
| Mirabella Financial Services LLP | 2,700 | $260.5K | 0.06% | +2,700 | New |
| Fca Corp | 2,719 | $262.3K | 0.10% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,721 | $262.5K | 0.10% | +48+1.8% | Added |
| Sterling Manor Financial, LLC | 2,728 | $263.2K | 0.26% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,731 | $263.5K | 0.10% | −39−1.4% | Reduced |
| McRae Capital Management Inc | 2,739 | $264.2K | 0.08% | −25−0.9% | Reduced |
| Stokes Family Office, LLC | 2,743 | $264.6K | 0.03% | −1,622−37.2% | Reduced |
| Wealth Quarterback LLC | 2,745 | $264.8K | 0.22% | −4,129−60.1% | Reduced |
| Truadvice, LLC | 2,680 | $265.0K | 0.11% | +2,680 | New |
| Nicolet Bankshares Inc | 2,747 | $265.0K | 0.09% | +154+5.9% | Added |
| Cook Wealth Management Group LLC | 2,666 | $265.2K | 0.23% | +101+3.9% | Added |
| Nalls Sherbakoff Group, LLC | 2,766 | $266.0K | 0.26% | +2,766 | New |
| Verus Financial Partners, Inc. | 2,714 | $266.3K | 0.04% | −89−3.2% | Reduced |
| JB Capital LLC | 2,773 | $267.5K | 0.02% | +55+2.0% | Added |
| W.H. Cornerstone Investments Inc. | 2,777 | $268.0K | 0.24% | −135−4.6% | Reduced |