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 |
|---|---|---|---|---|---|
| Treasure Coast Financial Planning | 4,424 | $426.8K | 0.30% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,428 | $427.2K | 0.01% | +396+9.8% | Added |
| Davis R M Inc | 4,457 | $430.0K | 0.01% | −123−2.7% | Reduced |
| SignalPoint Asset Management, LLC | 4,456 | $430.0K | 0.14% | +10.0% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $431.6K | 0.46% | −126−2.7% | Reduced |
| Costello Asset Management, INC | 4,484 | $432.6K | 0.45% | −250−5.3% | Reduced |
| Norris Perne & French LLP | 4,494 | $433.5K | 0.04% | −102−2.2% | Reduced |
| OneAscent Wealth Management LLC | 4,500 | $434.0K | 0.17% | −463−9.3% | Reduced |
| Gladstone Institutional Advisory LLC | 4,504 | $434.5K | 0.03% | −113−2.4% | Reduced |
| Aigen Investment Management, LP | 4,514 | $435.5K | 0.06% | +1,079+31.4% | Added |
| Campion Asset Management LLC | 4,520 | $436.0K | 0.41% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 4,523 | $436.3K | 0.22% | −702−13.4% | Reduced |
| ERTS Wealth Advisors, LLC | 4,523 | $436.3K | 0.11% | −1,382−23.4% | Reduced |
| CVA Family Office, LLC | 4,532 | $437.2K | 0.10% | +545+13.7% | Added |
| Tiemann Investment Advisors, LLC | 4,544 | $438.4K | 0.24% | −90−1.9% | Reduced |
| MONECO Advisors, LLC | 4,552 | $439.1K | 0.13% | +1,117+32.5% | Added |
| Petrus Trust Company, LTA | 4,556 | $439.5K | 0.05% | +4,556 | New |
| Gamco Investors, Inc. Et Al | 4,564 | $440.3K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,565 | $440.3K | 0.02% | +798+21.2% | Added |
| Hudock, Inc. | 4,584 | $442.3K | 0.11% | +9+0.2% | Added |
| CX Institutional | 4,640 | $442.4K | 0.02% | +125+2.8% | Added |
| Westbourne Investment Advisors, Inc. | 4,595 | $443.0K | 0.21% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 4,664 | $450.0K | 0.29% | −10.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,669 | $450.0K | 0.34% | −70−1.5% | Reduced |
| Field & Main Bank | 4,665 | $450.0K | 0.27% | +254+5.8% | Added |
| Sittner & Nelson, LLC | 4,673 | $450.8K | 0.26% | +201+4.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,680 | $451.5K | 0.14% | +4,680 | New |
| Apexium Financial, LP | 4,701 | $453.5K | 0.04% | +23+0.5% | Added |
| Providence First Trust Co | 4,726 | $455.9K | 0.26% | −100−2.1% | Reduced |
| Ritholtz Wealth Management | 4,727 | $456.0K | 0.02% | −260−5.2% | Reduced |
| KLCM Advisors, Inc. | 4,730 | $456.3K | 0.09% | −1,000−17.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,731 | $456.4K | 0.06% | −384−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,741 | $457.4K | 0.02% | −56−1.2% | Reduced |
| Capital Analysts, LLC | 4,752 | $458.0K | 0.03% | +83+1.8% | Added |
| Associated Banc-Corp | 4,749 | $458.2K | 0.02% | −1,497−24.0% | Reduced |
| Duncker Streett & Co Inc | 4,757 | $458.9K | 0.11% | −378−7.4% | Reduced |
| Symmetry Partners, LLC | 4,781 | $461.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,792 | $462.3K | 0.11% | 00.0% | Unchanged |
| MQS Management LLC | 4,807 | $463.7K | 0.30% | +4,807 | New |
| Wolff Financial Management LLC | 4,810 | $464.0K | 0.16% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,816 | $464.6K | 0.24% | +308+6.8% | Added |
| Wintrust Investments LLC | 4,835 | $466.0K | 0.06% | +231+5.0% | Added |
| Sigma Investment Counselors Inc | 4,837 | $466.6K | 0.04% | +290+6.4% | Added |
| Heritage Wealth Advisors | 4,853 | $468.2K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,859 | $468.7K | 0.28% | −391−7.4% | Reduced |
| Cypress Asset Management Inc | 4,860 | $468.8K | 0.16% | +650+15.4% | Added |
| Infrastructure Capital Advisors, LLC | 4,870 | $469.8K | 0.09% | +2,079+74.5% | Added |
| Beverly Hills Private Wealth, LLC | 4,873 | $470.1K | 0.15% | +530+12.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,890 | $471.7K | 0.07% | −362−6.9% | Reduced |
| Means Investment Co., Inc. | 4,892 | $471.9K | 0.08% | −91−1.8% | Reduced |
| Axq Capital, LP | 4,900 | $472.7K | 0.19% | +2,780+131.1% | Added |
| Spinnaker Trust | 4,910 | $473.7K | 0.04% | −1,165−19.2% | Reduced |
| PSI Advisors, LLC | 4,912 | $473.8K | 0.23% | +426+9.5% | Added |
| Firethorn Wealth Partners, LLC | 4,789 | $474.5K | 0.37% | +6+0.1% | Added |
| Coastline Trust Co | 4,925 | $475.1K | 0.07% | +120+2.5% | Added |
| Wendell David Associates Inc | 4,966 | $479.0K | 0.06% | +350+7.6% | Added |
| Gateway Wealth Partners, LLC | 4,979 | $480.3K | 0.07% | +79+1.6% | Added |
| McKinley Carter Wealth Services, Inc. | 4,982 | $480.6K | 0.04% | −85−1.7% | Reduced |
| Valmark Advisers, Inc. | 4,995 | $481.9K | 0.01% | −237−4.5% | Reduced |
| Callan Family Office, LLC | 5,000 | $482.4K | 0.12% | +1,830+57.7% | Added |
| Cedrus LLC | 5,007 | $483.0K | 0.34% | +316+6.7% | Added |
| Hamel Associates, Inc. | 5,009 | $483.2K | 0.17% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,018 | $484.1K | 0.28% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5,050 | $487.2K | 0.06% | −3,151−38.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,051 | $487.3K | 0.06% | −15−0.3% | Reduced |
| Resurgent Financial Advisors LLC | 5,068 | $488.9K | 0.33% | −1,393−21.6% | Reduced |
| Hendershot Investments Inc. | 5,073 | $489.4K | 0.08% | −510−9.1% | Reduced |
| Fisher Asset Management, LLC | 5,073 | $489.4K | 0.00% | +238+4.9% | Added |
| Girard Partners Ltd. | 5,083 | $490.4K | 0.05% | 00.0% | Unchanged |
| Ossiam | 5,110 | $493.0K | 0.01% | −3,447−40.3% | Reduced |
| Boston Financial Mangement LLC | 5,111 | $493.1K | 0.02% | −33−0.6% | Reduced |
| Sunbelt Securities, Inc. | 5,137 | $494.0K | 0.08% | +348+7.3% | Added |
| Blueshift Asset Management, LLC | 5,128 | $494.7K | 0.21% | +5,128 | New |
| Allen Capital Group, LLC | 5,151 | $496.9K | 0.09% | +5,151 | New |
| Benedetti & Gucer, Inc. | 5,157 | $497.0K | 0.29% | +5,157 | New |
| Financial Partners Group, Inc | 5,156 | $497.4K | 0.11% | +20.0% | Added |
| Crewe Advisors LLC | 5,165 | $498.2K | 0.07% | −69−1.3% | Reduced |
| Navellier & Associates Inc | 5,166 | $498.4K | 0.10% | +131+2.6% | Added |
| MBA Advisors LLC | 5,176 | $499.3K | 0.31% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 5,166 | $499.6K | 0.38% | +5,166 | New |
| Destination Wealth Management | 5,185 | $500.2K | 0.02% | +1,211+30.5% | Added |
| Sutton Wealth Advisors Inc. | 5,186 | $500.3K | 0.27% | +100+2.0% | Added |
| Accurate Wealth Management, LLC | 5,047 | $500.3K | 0.17% | −397−7.3% | Reduced |
| CWS Financial Advisors, LLC | 5,232 | $504.7K | 0.20% | +528+11.2% | Added |
| Hills Bank & Trust Co | 5,239 | $505.4K | 0.07% | −38−0.7% | Reduced |
| Hexagon Capital Partners LLC | 5,293 | $510.7K | 0.14% | −161−3.0% | Reduced |
| PBMares Wealth Management LLC | 5,323 | $513.5K | 0.19% | +1,023+23.8% | Added |
| Sentry Investment Management LLC | 5,333 | $514.0K | 0.21% | +173+3.4% | Added |
| Gray Wealth Management Inc. | 5,348 | $515.9K | 0.28% | +41+0.8% | Added |
| Aspen Investment Management Inc | 5,344 | $516.0K | 0.33% | −10−0.2% | Reduced |
| C2C Wealth Management, LLC | 5,210 | $517.9K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 5,378 | $518.8K | 0.02% | −1,112−17.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,393 | $520.3K | 0.13% | +485+9.9% | Added |
| Icon Advisers Inc | 5,400 | $520.9K | 0.13% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 5,410 | $521.9K | 0.22% | −959−15.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,421 | $522.9K | 0.06% | −1,271−19.0% | Reduced |
| Day & Ennis, LLC | 5,421 | $523.0K | 0.19% | +32+0.6% | Added |
| Personal Cfo Solutions, LLC | 5,428 | $523.6K | 0.11% | +213+4.1% | Added |
| Milestone Advisory Partners | 5,458 | $526.5K | 0.49% | −151−2.7% | Reduced |
| Financial Management Professionals, Inc. | 5,460 | $527.0K | 0.10% | +298+5.8% | Added |