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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 3,532 | $340.7K | 0.01% | +3,532 | New |
| Tilia Fiduciary Partners, Inc. | 3,535 | $341.1K | 0.33% | +9+0.3% | Added |
| Cravens & Co Advisors, LLC | 3,541 | $341.6K | 0.32% | +16+0.5% | Added |
| Bellwether Advisors, LLC | 3,541 | $341.6K | 0.09% | +3,541 | New |
| David Loasby | 3,431 | $342.2K | 0.04% | +232+7.3% | Added |
| Corton Capital Inc. | 3,557 | $343.1K | 0.24% | +3,557 | New |
| Empowered Funds, LLC | 3,565 | $343.9K | 0.02% | +1,124+46.0% | Added |
| Strategic Wealth Designers | 3,573 | $344.7K | 0.06% | −1,892−34.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,574 | $345.0K | 0.00% | +3,574 | New |
| Nations Financial Group Inc, | 3,589 | $346.3K | 0.04% | +282+8.5% | Added |
| Flaharty Asset Management, LLC | 3,593 | $346.6K | 0.06% | −19−0.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,601 | $346.9K | 0.14% | −450−11.1% | Reduced |
| Apriem Advisors | 3,598 | $347.1K | 0.06% | +148+4.3% | Added |
| IronBridge Private Wealth, LLC | 3,614 | $348.6K | 0.22% | 00.0% | Unchanged |
| Kula Investments, LLC | 3,614 | $348.6K | 0.09% | +3,614 | New |
| Reitz Capital Advisors LLC | 3,630 | $350.2K | 0.32% | +515+16.5% | Added |
| Wealthsource Partners, LLC | 3,637 | $350.8K | 0.02% | −214−5.6% | Reduced |
| Boothbay Fund Management, LLC | 3,649 | $352.0K | 0.01% | +3,649 | New |
| Gilman Hill Asset Management, LLC | 3,655 | $352.6K | 0.07% | −124−3.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,657 | $352.8K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,663 | $353.4K | 0.28% | +25+0.7% | Added |
| Detalus Advisors, LLC | 3,666 | $353.6K | 0.17% | +3+0.1% | Added |
| Abbrea Capital, LLC | 3,675 | $355.0K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,683 | $355.3K | 0.01% | −1,513−29.1% | Reduced |
| Rockland Trust Co | 3,692 | $356.2K | 0.02% | −150−3.9% | Reduced |
| Revolve Wealth Partners, LLC | 3,703 | $357.2K | 0.09% | +123+3.4% | Added |
| Pitcairn Co | 3,724 | $359.3K | 0.03% | +465+14.3% | Added |
| Darwin Advisors, LLC | 3,653 | $359.5K | 0.10% | −479−11.6% | Reduced |
| CFO4Life Group, LLC | 3,734 | $360.2K | 0.08% | −164−4.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,746 | $361.4K | 0.12% | −267−6.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 3,750 | $361.8K | 0.28% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,752 | $362.0K | 0.18% | +3,752 | New |
| Rossmore Private Capital | 3,760 | $362.7K | 0.06% | +279+8.0% | Added |
| Octavia Wealth Advisors, LLC | 3,767 | $363.4K | 0.08% | +452+13.6% | Added |
| King Wealth | 3,780 | $365.0K | 0.08% | +10.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,788 | $365.4K | 0.32% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,702 | $366.0K | 0.27% | +50+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 3,808 | $367.0K | 0.03% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,816 | $368.1K | 0.11% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,826 | $369.1K | 0.07% | −100−2.5% | Reduced |
| Acorn Financial Advisory Services Inc | 3,845 | $370.9K | 0.07% | +184+5.0% | Added |
| Domani Wealth, LLC | 3,849 | $371.3K | 0.09% | +160+4.3% | Added |
| Cobblestone Capital Advisors LLC | 3,855 | $371.9K | 0.03% | +1,416+58.1% | Added |
| Fidelis Capital Partners, LLC | 3,743 | $371.9K | 0.16% | +934+33.3% | Added |
| Platform Technology Partners | 3,863 | $372.6K | 0.18% | +3+0.1% | Added |
| Washington Trust Advisors, Inc. | 3,871 | $373.4K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,888 | $375.0K | 0.28% | +4+0.1% | Added |
| Westmount Partners, LLC | 3,918 | $378.0K | 0.17% | +211+5.7% | Added |
| DMG Group, LLC | 3,978 | $378.3K | 0.38% | +203+5.4% | Added |
| Cascade Investment Group, Inc. | 3,940 | $380.1K | 0.37% | 00.0% | Unchanged |
| Eagle Strategies LLC | 3,944 | $380.5K | 0.10% | +382+10.7% | Added |
| Flputnam Investment Management Co | 3,955 | $381.5K | 0.01% | +1,977+99.9% | Added |
| Accel Wealth Management | 4,020 | $387.9K | 0.16% | +31+0.8% | Added |
| Aveo Capital Partners, LLC | 4,031 | $388.9K | 0.05% | +247+6.5% | Added |
| Tilt Investment Management Holdings, PBC | 4,109 | $389.1K | 0.29% | +521+14.5% | Added |
| Marathon Capital Management | 4,038 | $389.5K | 0.10% | −254−5.9% | Reduced |
| Adell Harriman & Carpenter Inc | 4,043 | $390.0K | 0.04% | +87+2.2% | Added |
| Pinnacle West Asset Management, Inc. | 4,050 | $391.0K | 0.41% | +4,050 | New |
| Harbor Investment Advisory, LLC | 4,054 | $391.1K | 0.06% | −10−0.2% | Reduced |
| Register Financial Advisors LLC | 4,075 | $393.1K | 0.31% | +1,265+45.0% | Added |
| Raab & Moskowitz Asset Management LLC | 4,082 | $393.8K | 0.14% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,112 | $396.6K | 0.14% | +10+0.2% | Added |
| LVM Capital Management Ltd | 4,120 | $397.0K | 0.06% | −366−8.2% | Reduced |
| Qtron Investments LLC | 4,121 | $397.6K | 0.08% | −2,487−37.6% | Reduced |
| Wilkins Investment Counsel Inc | 4,121 | $398.0K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,150 | $400.0K | 0.30% | −119−2.8% | Reduced |
| McGowan Group Asset Management, Inc. | 4,153 | $400.6K | 0.06% | +376+10.0% | Added |
| Alpha Cubed Investments, LLC | 4,158 | $401.1K | 0.03% | −1,043−20.1% | Reduced |
| LGT Financial Advisors LLC | 4,159 | $401.3K | 0.75% | +4,159 | New |
| White Lighthouse Investment Management Inc. | 4,160 | $401.3K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,164 | $401.7K | 0.11% | +280+7.2% | Added |
| Phillips Wealth Planners LLC | 4,058 | $402.1K | 0.53% | +52+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,171 | $402.4K | 0.00% | −38,526−90.2% | Reduced |
| Hunter Associates Investment Management LLC | 4,179 | $403.0K | 0.09% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,180 | $403.2K | 0.02% | −160−3.7% | Reduced |
| Financial Partners Group, LLC | 4,193 | $404.5K | 0.21% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,205 | $405.7K | 0.16% | +4,205 | New |
| Bray Capital Advisors | 4,205 | $405.7K | 0.12% | −395−8.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,219 | $407.1K | 0.20% | +43+1.0% | Added |
| RIA Advisory Group LLC | 4,227 | $407.8K | 0.19% | −69−1.6% | Reduced |
| Northern Oak Wealth Management Inc | 4,230 | $408.1K | 0.05% | +432+11.4% | Added |
| Greenline Partners, LLC | 4,248 | $409.8K | 0.08% | −390−8.4% | Reduced |
| Bill Few Associates, Inc. | 4,251 | $410.1K | 0.23% | +125+3.0% | Added |
| Alliance Wealth Advisors, LLC | 4,260 | $411.0K | 0.31% | −130−3.0% | Reduced |
| Horizon Investments, LLC | 4,319 | $412.4K | 0.01% | +614+16.6% | Added |
| CMG Global Holdings, LLC | 4,278 | $412.7K | 0.37% | −878−17.0% | Reduced |
| Proficio Capital Partners LLC | 4,290 | $413.9K | 0.07% | +589+15.9% | Added |
| Renasant Bank | 4,307 | $415.5K | 0.32% | −105−2.4% | Reduced |
| Arden Trust Co | 4,318 | $416.0K | 0.08% | +959+28.6% | Added |
| Asset Advisors Investment Management, LLC | 4,325 | $417.2K | 0.05% | +1,665+62.6% | Added |
| Quad-Cities Investment Group, LLC | 4,334 | $418.1K | 0.29% | +142+3.4% | Added |
| 3Chopt Investment Partners, LLC | 4,346 | $419.3K | 0.22% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,358 | $420.4K | 0.07% | +2,197+101.7% | Added |
| Aldebaran Financial Inc. | 4,364 | $421.0K | 0.57% | −4,336−49.8% | Reduced |
| Roble, Belko & Company, Inc | 4,364 | $421.0K | 0.09% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,301 | $421.9K | 0.14% | −36−0.8% | Reduced |
| L.M. Kohn & Company | 4,382 | $422.7K | 0.18% | −43−1.0% | Reduced |
| West Paces Advisors Inc. | 4,383 | $422.8K | 0.13% | −10−0.2% | Reduced |
| Buckingham Strategic Partners | 4,397 | $424.2K | 0.03% | +511+13.1% | Added |
| Waldron Private Wealth LLC | 4,407 | $425.1K | 0.02% | +1,780+67.8% | Added |