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 |
|---|---|---|---|---|---|
| Edgewood Management LLC | 5,468 | $527.5K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,479 | $528.6K | 0.13% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,487 | $529.3K | 0.25% | −125−2.2% | Reduced |
| Walter Public Investments Inc. | 5,500 | $530.6K | 0.16% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,519 | $532.4K | 0.14% | +326+6.3% | Added |
| Palogic Value Management, L.P. | 5,537 | $534.2K | 0.26% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 5,554 | $535.8K | 0.14% | −102−1.8% | Reduced |
| Fairfield, Bush & Co. | 5,562 | $536.6K | 0.19% | +5,562 | New |
| Flagship Harbor Advisors, LLC | 5,571 | $537.4K | 0.05% | +1,245+28.8% | Added |
| Adirondack Trust Co | 5,576 | $537.9K | 0.27% | +215+4.0% | Added |
| Family Management Corp | 5,579 | $538.2K | 0.12% | −745−11.8% | Reduced |
| Wellington Shields & Co., LLC | 5,591 | $539.4K | 0.12% | +6+0.1% | Added |
| Lantz Financial LLC | 5,597 | $539.9K | 0.22% | +130+2.4% | Added |
| E&G Advisors, LP | 5,600 | $540.2K | 0.20% | 00.0% | Unchanged |
| Private Capital Management, LLC | 5,614 | $541.6K | 0.06% | +1,412+33.6% | Added |
| MBL Wealth, LLC | 5,621 | $542.3K | 0.08% | +2,396+74.3% | Added |
| Petra Financial Advisors Inc | 5,632 | $543.3K | 0.54% | +3+0.1% | Added |
| Gateway Investment Advisers LLC | 5,665 | $546.5K | 0.01% | +166+3.0% | Added |
| Stratos Wealth Advisors, LLC | 5,672 | $547.3K | 0.04% | −45−0.8% | Reduced |
| Sandbox Financial Partners, LLC | 5,674 | $547.4K | 0.33% | +14+0.2% | Added |
| Doliver Advisors, LP | 5,720 | $551.8K | 0.17% | −905−13.7% | Reduced |
| Northwest Bancshares, Inc. | 5,740 | $553.7K | 0.11% | −185−3.1% | Reduced |
| Smithfield Trust Co | 5,755 | $554.0K | 0.04% | +4,346+308.4% | Added |
| Atlantic Trust, LLC | 5,749 | $554.6K | 0.18% | −7−0.1% | Reduced |
| Hengehold Capital Management LLC | 5,772 | $556.9K | 0.08% | +18+0.3% | Added |
| Enterprise Financial Services Corp | 5,785 | $558.1K | 0.36% | −64−1.1% | Reduced |
| Hancock Whitney Corp | 5,805 | $560.0K | 0.02% | −4−0.1% | Reduced |
| Hartford Funds Management Co LLC | 5,816 | $561.2K | 0.06% | +869+17.6% | Added |
| Bowen Hanes & Co Inc | 5,827 | $562.1K | 0.02% | −330−5.4% | Reduced |
| Concord Wealth Partners | 5,827 | $562.1K | 0.16% | +636+12.3% | Added |
| Sandy Spring Bank | 5,834 | $562.8K | 0.03% | +766+15.1% | Added |
| Evergreen Capital Management LLC | 5,841 | $563.5K | 0.03% | +688+13.4% | Added |
| Cassia Capital Partners, LLC | 5,856 | $564.9K | 0.45% | −79−1.3% | Reduced |
| Dover Advisors, LLC | 5,891 | $568.3K | 0.55% | +361+6.5% | Added |
| Lowe Brockenbrough & Co Inc | 5,928 | $571.9K | 0.05% | +300+5.3% | Added |
| NBT Bank N A | 5,931 | $572.2K | 0.08% | +142+2.5% | Added |
| Monetary Management Group Inc | 5,933 | $572.4K | 0.17% | −300−4.8% | Reduced |
| Bard Financial Services, Inc. | 5,940 | $573.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,948 | $573.8K | 0.19% | −4,028−40.4% | Reduced |
| Thrive Capital Management, LLC | 5,971 | $574.2K | 0.36% | +202+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,957 | $574.7K | 0.04% | −840−12.4% | Reduced |
| LBMC Investment Advisors, LLC | 5,970 | $575.9K | 0.06% | +22+0.4% | Added |
| Legacy Financial Advisors, Inc. | 5,975 | $576.4K | 0.12% | +176+3.0% | Added |
| Intrua Financial, LLC | 5,916 | $576.5K | 0.12% | −10,071−63.0% | Reduced |
| Jefferies Financial Group Inc. | 5,990 | $577.9K | 0.01% | +5,990 | New |
| Visionary Wealth Advisors | 5,992 | $578.0K | 0.05% | +1,044+21.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $578.8K | 0.23% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 6,007 | $579.5K | 0.08% | −65−1.1% | Reduced |
| Cooper Financial Group | 6,028 | $581.6K | 0.16% | +680+12.7% | Added |
| Americana Partners, LLC | 6,046 | $583.2K | 0.09% | +150+2.5% | Added |
| Future Financial Wealth Managment LLC | 6,155 | $585.3K | 0.65% | −1,116−15.3% | Reduced |
| ICA Group Wealth Management, LLC | 6,072 | $585.7K | 0.14% | −198−3.2% | Reduced |
| Ategra Capital Management, LLC | 6,147 | $593.0K | 0.33% | −973−13.7% | Reduced |
| Echo Street Capital Management LLC | 6,158 | $594.1K | 0.01% | −3,308−34.9% | Reduced |
| Bigelow Investment Advisors, LLC | 6,162 | $594.4K | 0.34% | −470−7.1% | Reduced |
| First Hawaiian Bank | 6,163 | $594.5K | 0.02% | +142+2.4% | Added |
| Eudaimonia Advisors LLC | 6,175 | $595.7K | 0.40% | −326−5.0% | Reduced |
| SYSTM Wealth Solutions LLC | 6,182 | $596.4K | 0.09% | −822−11.7% | Reduced |
| Colonial River Wealth Management, LLC | 6,212 | $599.3K | 0.35% | +141+2.3% | Added |
| OmniStar Financial Group, Inc. | 6,215 | $599.6K | 0.76% | +16+0.3% | Added |
| XML Financial, LLC | 6,313 | $604.1K | 0.07% | +371+6.2% | Added |
| Clifford Swan Investment Counsel LLC | 6,271 | $605.0K | 0.03% | −9−0.1% | Reduced |
| Washington Capital Management Inc | 6,275 | $605.3K | 0.54% | −660−9.5% | Reduced |
| Optas, LLC | 6,275 | $605.3K | 0.22% | +1,029+19.6% | Added |
| Insigneo Advisory Services, LLC | 6,280 | $605.8K | 0.19% | −1,100−14.9% | Reduced |
| FORA Capital, LLC | 6,287 | $606.5K | 0.06% | +6,287 | New |
| Burney Co | 6,289 | $606.7K | 0.03% | +50+0.8% | Added |
| Crescent Sterling, Ltd. | 6,307 | $608.4K | 0.59% | +1,937+44.3% | Added |
| Archer Investment Corp | 6,428 | $608.7K | 0.22% | −958−13.0% | Reduced |
| Ropes Wealth Advisors LLC | 6,330 | $610.6K | 0.11% | +52+0.8% | Added |
| Garner Asset Management Corp | 6,348 | $612.0K | 0.29% | +63+1.0% | Added |
| Los Angeles Capital Management LLC | 6,352 | $612.8K | 0.00% | −100,705−94.1% | Reduced |
| Wealth Management Associates, Inc. | 6,372 | $614.7K | 0.38% | +57+0.9% | Added |
| Kingfisher Capital LLC | 6,401 | $617.5K | 0.16% | −896−12.3% | Reduced |
| Headinvest, LLC | 6,412 | $618.6K | 0.14% | −252−3.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,442 | $621.0K | 0.04% | +27+0.4% | Added |
| Formidable Asset Management, LLC | 6,499 | $622.0K | 0.13% | +463+7.7% | Added |
| Exchange Traded Concepts, LLC | 6,452 | $622.4K | 0.02% | −129,301−95.2% | Reduced |
| SPC Financial, Inc. | 6,476 | $624.7K | 0.07% | +202+3.2% | Added |
| Powers Advisory Group, LLC | 6,482 | $625.3K | 0.44% | +85+1.3% | Added |
| Kapstone Financial Advisors LLC | 6,312 | $625.8K | 0.56% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,495 | $627.0K | 0.08% | −1,750−21.2% | Reduced |
| PFG Investments, LLC | 6,546 | $631.5K | 0.13% | +6,546 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,549 | $631.8K | 0.36% | +499+8.2% | Added |
| Arkadios Wealth Advisors | 6,550 | $631.9K | 0.08% | +386+6.3% | Added |
| First Financial Corp | 6,575 | $634.3K | 0.39% | −478−6.8% | Reduced |
| Marietta Investment Partners LLC | 6,581 | $634.9K | 0.18% | −166−2.5% | Reduced |
| Delta Financial Group, Inc. | 6,592 | $636.0K | 0.25% | −516−7.3% | Reduced |
| Advisory Alpha, LLC | 6,595 | $636.2K | 0.04% | −1,983−23.1% | Reduced |
| Essex Savings Bank | 6,616 | $638.2K | 0.22% | +66+1.0% | Added |
| Kanawha Capital Management LLC | 6,636 | $640.2K | 0.06% | +216+3.4% | Added |
| Cornerstone Wealth Management, LLC | 6,646 | $641.1K | 0.06% | +6,646 | New |
| Clarius Group, LLC | 6,646 | $641.1K | 0.05% | −562−7.8% | Reduced |
| Financial Advocates Investment Management | 6,652 | $641.7K | 0.05% | +86+1.3% | Added |
| Stockman Wealth Management, Inc. | 6,657 | $642.2K | 0.14% | −242−3.5% | Reduced |
| Washington Trust Co | 6,690 | $645.4K | 0.03% | −30.0% | Reduced |
| Bessemer Securities LLC | 6,700 | $646.0K | 0.30% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,712 | $647.5K | 0.13% | +521+8.4% | Added |
| Summit Global Investments | 6,714 | $648.0K | 0.05% | −1,687−20.1% | Reduced |
| Agate Pass Investment Management, LLC | 6,723 | $648.6K | 0.42% | −200−2.9% | Reduced |