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 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 6,755 | $651.7K | 0.22% | +1,682+33.2% | Added |
| Independent Financial Group, LLC | 6,758 | $652.0K | 0.05% | +166+2.5% | Added |
| Waters Parkerson & Co., LLC | 6,756 | $652.0K | 0.04% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 6,760 | $652.1K | 0.32% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,771 | $653.2K | 0.05% | −205−2.9% | Reduced |
| Summit Financial Group Inc | 6,792 | $655.2K | 0.26% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,811 | $657.0K | 0.09% | +529+8.4% | Added |
| Front Row Advisors LLC | 6,824 | $658.0K | 0.32% | −195−2.8% | Reduced |
| Cresset Asset Management, LLC | 6,823 | $658.4K | 0.01% | −4,032−37.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,833 | $659.2K | 0.16% | −1,124−14.1% | Reduced |
| Verity Asset Management, Inc. | 6,865 | $662.3K | 0.40% | −219−3.1% | Reduced |
| Carret Asset Management, LLC | 6,869 | $663.0K | 0.09% | −220−3.1% | Reduced |
| Vident Investment Advisory, LLC | 6,874 | $663.1K | 0.02% | +1,703+32.9% | Added |
| Compass Financial Advisors LLC | 6,886 | $664.3K | 0.84% | +42+0.6% | Added |
| First Heartland Consultants, Inc. | 6,886 | $664.4K | 0.10% | +20.0% | Added |
| MJP Associates Inc | 6,914 | $667.0K | 0.21% | +777+12.7% | Added |
| WBH Advisory Inc | 6,925 | $668.1K | 0.08% | +6,925 | New |
| Parsons Capital Management Inc | 6,965 | $671.9K | 0.05% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,981 | $673.4K | 0.06% | +927+15.3% | Added |
| Capital Asset Advisory Services LLC | 6,985 | $673.8K | 0.05% | −4,742−40.4% | Reduced |
| NorthRock Partners, LLC | 6,986 | $673.9K | 0.07% | +651+10.3% | Added |
| John G Ullman & Associates Inc | 7,019 | $677.0K | 0.11% | −11−0.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,019 | $677.2K | 0.03% | +943+15.5% | Added |
| Cape Investment Advisory, Inc. | 7,024 | $677.6K | 0.41% | +7,024 | New |
| Wills Financial Group, Inc. | 7,025 | $677.7K | 0.37% | +30.0% | Added |
| Albion Financial Group | 7,046 | $679.7K | 0.06% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,059 | $681.0K | 0.07% | +10+0.1% | Added |
| Patriot Investment Management Inc. | 7,078 | $682.8K | 0.06% | −326−4.4% | Reduced |
| Cross Staff Investments Inc | 7,123 | $687.2K | 0.68% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7,138 | $688.6K | 0.17% | +31+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 7,144 | $689.2K | 0.06% | +938+15.1% | Added |
| V Wealth Advisors LLC | 7,148 | $689.6K | 0.13% | +606+9.3% | Added |
| Adalta Capital Management LLC | 7,205 | $695.0K | 0.49% | +99+1.4% | Added |
| Retirement Planning Co of New England, Inc. | 7,214 | $695.9K | 0.42% | +16+0.2% | Added |
| Salomon & Ludwin, LLC | 7,248 | $699.2K | 0.08% | −600−7.6% | Reduced |
| Kovack Advisors, Inc. | 7,251 | $699.5K | 0.10% | +103+1.4% | Added |
| Summit Financial, LLC | 7,271 | $701.5K | 0.06% | −32−0.4% | Reduced |
| Centennial Bank | 7,286 | $702.9K | 0.46% | −2,976−29.0% | Reduced |
| Catalyst Wealth Management, LLC | 7,288 | $703.1K | 0.66% | +1,721+30.9% | Added |
| Bank of New Hampshire | 7,295 | $703.7K | 0.21% | −417−5.4% | Reduced |
| Abacus Planning Group, Inc. | 7,363 | $710.3K | 0.18% | −41−0.6% | Reduced |
| Perigon Wealth Management, LLC | 7,366 | $710.6K | 0.04% | −579−7.3% | Reduced |
| RB Capital Management, LLC | 7,482 | $721.8K | 0.24% | +376+5.3% | Added |
| Jump Financial, LLC | 7,490 | $722.6K | 0.03% | +7,490 | New |
| Investment Management of Virginia LLC | 7,540 | $727.4K | 0.14% | −290−3.7% | Reduced |
| Chapin Davis, Inc. | 7,542 | $727.6K | 0.38% | +870+13.0% | Added |
| Hodges Capital Management Inc. | 8,274 | $728.0K | 0.06% | +703+9.3% | Added |
| Radnor Capital Management, LLC | 7,544 | $728.0K | 0.19% | +2,000+36.1% | Added |
| Park Edge Advisors, LLC | 7,590 | $732.2K | 0.28% | +1,659+28.0% | Added |
| Kavar Capital Partners Group, LLC | 7,590 | $732.2K | 0.16% | −116−1.5% | Reduced |
| West Chester Capital Advisors, Inc | 7,634 | $736.5K | 1.69% | −1,428−15.8% | Reduced |
| Worldquant Millennium Advisors LLC | 7,638 | $737.0K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,650 | $738.0K | 0.19% | +122+1.6% | Added |
| Wulff, Hansen & Co. | 7,675 | $740.4K | 0.84% | −50−0.6% | Reduced |
| Scotia Capital Inc. | 7,696 | $742.9K | 0.01% | −4,662−37.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,728 | $745.5K | 0.27% | +10.0% | Added |
| Rehmann Capital Advisory Group | 7,729 | $745.7K | 0.07% | +114+1.5% | Added |
| Clarity Financial LLC | 7,731 | $745.8K | 2.76% | −87,308−91.9% | Reduced |
| Two Sigma Securities, LLC | 7,750 | $747.6K | 0.06% | +3,316+74.8% | Added |
| Capital Advisors Inc | 7,754 | $748.0K | 0.02% | −524−6.3% | Reduced |
| Archford Capital Strategies, LLC | 7,583 | $749.5K | 0.16% | +397+5.5% | Added |
| Wedmont Private Capital | 7,561 | $749.6K | 0.10% | +823+12.2% | Added |
| Prossimo Advisors, LLC | 7,773 | $750.0K | 1.83% | −10−0.1% | Reduced |
| Capital Square, LLC | 7,526 | $750.7K | 0.69% | −251−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 7,786 | $751.1K | 0.08% | −469−5.7% | Reduced |
| Optimum Investment Advisors | 7,787 | $751.2K | 0.39% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,789 | $751.4K | 0.47% | +873+12.6% | Added |
| Stonnington Group, LLC | 7,640 | $757.4K | 0.20% | −998−11.6% | Reduced |
| First Command Bank | 7,856 | $757.9K | 0.08% | +478+6.5% | Added |
| First Command Financial Services, Inc. | 7,856 | $757.9K | 0.08% | +478+6.5% | Added |
| Pathstone Family Office, LLC | 7,829 | $758.1K | 0.01% | −11,497−59.5% | Reduced |
| Madison Asset Management, LLC | 7,874 | $759.6K | 0.01% | −1,645−17.3% | Reduced |
| Intrust Bank NA | 7,879 | $760.1K | 0.10% | +1,196+17.9% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $761.0K | 0.05% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 7,893 | $761.4K | 0.09% | −195−2.4% | Reduced |
| Wrapmanager Inc | 7,927 | $764.8K | 0.24% | +570+7.7% | Added |
| Centre Asset Management, LLC | 7,954 | $767.0K | 0.19% | −241−2.9% | Reduced |
| First Personal Financial Services | 7,967 | $768.6K | 0.20% | −780−8.9% | Reduced |
| Doheny Asset Management | 7,986 | $770.0K | 0.69% | +2,000+33.4% | Added |
| Balentine LLC | 7,996 | $771.4K | 0.03% | −969−10.8% | Reduced |
| Cornerstone Advisory, LLC | 7,998 | $771.6K | 0.14% | +1,695+26.9% | Added |
| Great Lakes Retirement, Inc. | 8,009 | $772.6K | 0.15% | +284+3.7% | Added |
| AlphaStar Capital Management, LLC | 8,017 | $773.4K | 0.07% | −102,077−92.7% | Reduced |
| Lake Street Financial LLC | 8,060 | $777.5K | 0.15% | +2,417+42.8% | Added |
| Western Wealth Management, LLC | 8,066 | $778.1K | 0.07% | +1,343+20.0% | Added |
| Sciencast Management LP | 8,000 | $780.2K | 1.04% | +8,000 | New |
| HM Payson & Co | 8,113 | $782.7K | 0.02% | −821−9.2% | Reduced |
| Oak Thistle LLC | 8,127 | $784.0K | 0.46% | +8,127 | New |
| Venture Visionary Partners LLC | 8,139 | $785.1K | 0.05% | −322−3.8% | Reduced |
| High Net Worth Advisory Group LLC | 8,151 | $786.4K | 0.32% | −10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 8,166 | $787.3K | 0.04% | +598+7.9% | Added |
| Gradient Investments LLC | 8,197 | $790.8K | 0.02% | +63+0.8% | Added |
| Maltin Wealth Management, Inc. | 8,200 | $791.1K | 0.57% | +8,200 | New |
| Foster Victor Wealth Advisors, LLC | 8,262 | $795.1K | 0.10% | −103−1.2% | Reduced |
| Fox Run Management, L.L.C. | 8,292 | $799.9K | 0.26% | +8,292 | New |
| Checchi Capital Advisers, LLC | 8,318 | $802.5K | 0.08% | −476−5.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,319 | $802.6K | 0.25% | +353+4.4% | Added |
| First National Bank of South Miami | 8,358 | $806.3K | 0.64% | −773−8.5% | Reduced |
| Widmann Financial Services, Inc. | 8,384 | $808.8K | 0.82% | +55+0.7% | Added |
| EPG Wealth Management LLC | 8,389 | $809.3K | 0.26% | +1,512+22.0% | Added |