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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 2,788 | $269.0K | 0.02% | −371−11.7% | Reduced |
| YHB Investment Advisors, Inc. | 2,791 | $269.2K | 0.03% | +5+0.2% | Added |
| Mainstay Capital Management LLC | 2,799 | $270.0K | 0.05% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,808 | $271.0K | 0.05% | −2,592−48.0% | Reduced |
| Gryphon Financial Partners LLC | 2,811 | $271.2K | 0.06% | +243+9.5% | Added |
| Spinnaker Investment Group, LLC | 2,823 | $272.3K | 0.10% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,825 | $272.5K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,828 | $272.9K | 0.04% | +59+2.1% | Added |
| Eads & Heald Wealth Management | 2,832 | $273.0K | 0.14% | +315+12.5% | Added |
| Elmwood Wealth Management, Inc. | 2,843 | $274.3K | 0.13% | −318−10.1% | Reduced |
| Sage Rhino Capital LLC | 2,857 | $275.6K | 0.08% | +506+21.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,872 | $277.1K | 0.00% | +136+5.0% | Added |
| West Branch Capital LLC | 2,885 | $278.3K | 0.16% | −22−0.8% | Reduced |
| Delphia (USA) Inc. | 2,888 | $278.6K | 0.34% | +2,888 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,889 | $278.7K | 0.05% | +802+38.4% | Added |
| Mosaic Family Wealth Partners, LLC | 2,899 | $279.7K | 0.06% | +5+0.2% | Added |
| Nwam LLC | 2,899 | $279.7K | 0.03% | −241−7.7% | Reduced |
| McDonough Capital Management, Inc | 2,917 | $281.4K | 0.29% | +3+0.1% | Added |
| Boston Trust Walden Corp | 2,918 | $281.5K | 0.00% | −466−13.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,931 | $282.8K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,933 | $282.9K | 0.02% | −254−8.0% | Reduced |
| Summit Asset Management, LLC | 2,978 | $287.3K | 0.08% | −44−1.5% | Reduced |
| Cadinha & Co LLC | 2,980 | $287.5K | 0.08% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,980 | $287.5K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,993 | $288.7K | 0.13% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,000 | $289.4K | 0.31% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,005 | $289.9K | 0.12% | +25+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,006 | $289.9K | 0.23% | +4+0.1% | Added |
| KC Investment Advisors, LLC | 3,010 | $290.0K | 0.27% | −288−8.7% | Reduced |
| Fulcrum Equity Management | 3,006 | $290.0K | 0.27% | +30+1.0% | Added |
| Prostatis Group LLC | 2,959 | $290.8K | 0.15% | −21−0.7% | Reduced |
| Carl P. Sherr & Co., LLC | 3,021 | $291.4K | 0.21% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,060 | $295.2K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,071 | $296.2K | 0.16% | −112−3.5% | Reduced |
| West Michigan Advisors, LLC | 3,073 | $296.5K | 0.17% | +805+35.5% | Added |
| Beacon Investment Advisors LLC | 3,077 | $296.8K | 0.22% | +21+0.7% | Added |
| New Hampshire Trust | 3,078 | $296.9K | 0.08% | −59−1.9% | Reduced |
| Burns J W & Co Inc | 3,083 | $297.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,086 | $297.8K | 0.14% | −802−20.6% | Reduced |
| Traphagen Investment Advisors LLC | 3,094 | $298.5K | 0.04% | −405−11.6% | Reduced |
| Mark Stevens | 3,099 | $299.0K | 0.04% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,100 | $299.1K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3,104 | $299.4K | 0.35% | +27+0.9% | Added |
| Capital City Trust Co | 3,110 | $300.0K | 0.10% | +183+6.3% | Added |
| American Money Management, LLC | 3,111 | $300.1K | 0.08% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,112 | $300.2K | 0.03% | −322−9.4% | Reduced |
| Catalyst Financial Partners LLC | 3,118 | $300.8K | 0.13% | +419+15.5% | Added |
| Cladis Investment Advisory, LLC | 3,124 | $301.6K | 0.27% | 00.0% | Unchanged |
| American Trust | 3,129 | $301.9K | 0.02% | +100+3.3% | Added |
| First Western Trust Bank | 3,130 | $302.0K | 0.02% | +10.0% | Added |
| Alaethes Wealth LLC | 3,130 | $302.0K | 0.18% | +468+17.6% | Added |
| Beaton Management Co. Inc. | 3,145 | $303.0K | 0.20% | −10.0% | Reduced |
| Peachtree Investment Partners, LLC | 3,144 | $303.3K | 0.19% | −99−3.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,145 | $303.4K | 0.12% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 3,145 | $303.4K | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 3,151 | $304.0K | 0.05% | −5,050−61.6% | Reduced |
| RNC Capital Management LLC | 3,151 | $304.0K | 0.02% | +762+31.9% | Added |
| Searle & Co. | 3,076 | $304.2K | 0.10% | +76+2.5% | Added |
| 44 Wealth Management LLC | 3,167 | $305.5K | 0.10% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,173 | $306.1K | 0.01% | +3,173 | New |
| Horizon Financial Services, LLC | 3,176 | $306.4K | 0.26% | −2,016−38.8% | Reduced |
| Cambridge Trust Co | 3,180 | $306.8K | 0.01% | −1,250−28.2% | Reduced |
| Hoylecohen, LLC | 3,181 | $306.9K | 0.03% | −79−2.4% | Reduced |
| North Star Investment Management Corp. | 3,192 | $307.9K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,207 | $308.9K | 0.20% | −120−3.6% | Reduced |
| Baker Boyer National Bank | 3,216 | $310.2K | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,242 | $312.8K | 0.14% | +3,242 | New |
| Stokes Capital Advisors, LLC | 3,249 | $313.4K | 0.11% | +138+4.4% | Added |
| Meridian Wealth Partners, LLC | 3,253 | $313.8K | 0.07% | +117+3.7% | Added |
| Argus Investors' Counsel, Inc. | 3,259 | $314.4K | 0.24% | +3,259 | New |
| ForthRight Wealth Management, LLC | 3,262 | $314.7K | 0.14% | +19+0.6% | Added |
| Charter Trust Co | 3,264 | $314.9K | 0.03% | −3−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,274 | $315.9K | 0.04% | −828−20.2% | Reduced |
| Strategic Investment Advisors | 3,278 | $316.3K | 0.06% | −1,026−23.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,286 | $317.0K | 0.08% | +589+21.8% | Added |
| Investors Asset Management of Georgia Inc | 3,295 | $317.9K | 0.17% | +37+1.1% | Added |
| Graypoint LLC | 3,304 | $318.8K | 0.03% | +592+21.8% | Added |
| Cypress Wealth Services, LLC | 3,315 | $319.8K | 0.09% | −552−14.3% | Reduced |
| Ci Investments Inc. | 3,329 | $321.0K | 0.00% | +1,160+53.5% | Added |
| St. Louis Trust Co | 3,333 | $321.5K | 0.06% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,343 | $322.5K | 0.08% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 3,356 | $323.8K | 0.04% | 00.0% | Unchanged |
| Perpetual Ltd | 3,389 | $326.9K | 0.00% | +3,389 | New |
| Aspiriant, LLC | 3,394 | $327.5K | 0.02% | −64−1.9% | Reduced |
| Lafayette Investments, Inc. | 3,400 | $328.0K | 0.09% | −1,000−22.7% | Reduced |
| PDS Planning, Inc | 3,401 | $328.1K | 0.05% | +1,321+63.5% | Added |
| Mayfair Advisory Group, LLC | 3,378 | $329.8K | 0.36% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,431 | $331.0K | 0.17% | +71+2.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,455 | $333.4K | 0.28% | +18+0.5% | Added |
| Sterling Investment Counsel, LLC | 3,456 | $333.4K | 0.20% | −450−11.5% | Reduced |
| Appleton Partners Inc | 3,458 | $334.0K | 0.03% | +3,458 | New |
| Aspen Grove Capital, LLC | 3,481 | $335.8K | 0.15% | −43−1.2% | Reduced |
| Cozad Asset Management Inc | 3,483 | $336.0K | 0.04% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,489 | $336.6K | 0.12% | +3,489 | New |
| PCA Investment Advisory Services Inc. | 3,494 | $337.1K | 0.24% | +3,494 | New |
| Pittenger & Anderson Inc | 3,500 | $337.6K | 0.02% | +250+7.7% | Added |
| CRA Financial Services, LLC | 3,508 | $338.4K | 0.10% | +28+0.8% | Added |
| Jackson Wealth Management, LLC | 3,514 | $339.0K | 0.25% | −54,826−94.0% | Reduced |
| Am Investment Strategies LLC | 3,515 | $339.0K | 0.12% | +23+0.7% | Added |
| Beacon Capital Management, LLC | 3,525 | $340.1K | 0.10% | −199−5.3% | Reduced |