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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 520,779 | $50.2M | 0.31% | +41,695+8.7% | Added |
| Commonwealth Equity Services, LLC | 520,482 | $50.2M | 0.11% | +20,455+4.1% | Added |
| D. E. Shaw & Co., Inc. | 517,924 | $50.0M | 0.08% | −211,526−29.0% | Reduced |
| HighTower Advisors, LLC | 511,804 | $49.4M | 0.11% | +3,603+0.7% | Added |
| Public Employees Retirement System of Ohio | 508,465 | $49.1M | 0.20% | +4,110+0.8% | Added |
| Edgar Lomax Co | 493,201 | $47.6M | 3.06% | +298,730+153.6% | Added |
| Natixis Advisors, L.P. | 485,500 | $46.8M | 0.16% | +498+0.1% | Added |
| SEI Investments Co | 475,554 | $45.9M | 0.09% | +213,523+81.5% | Added |
| Citadel Advisors LLC | 470,502 | $45.4M | 0.05% | +232,416+97.6% | Added |
| Allspring Global Investments Holdings, LLC | 464,336 | $44.8M | 0.07% | +17,707+4.0% | Added |
| State of New Jersey Common Pension Fund D | 461,219 | $44.5M | 0.16% | +5,163+1.1% | Added |
| Toronto Dominion Bank | 452,917 | $43.7M | 0.07% | −150,189−24.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 450,867 | $43.5M | 0.17% | +3,024+0.7% | Added |
| Captrust Financial Advisors | 449,687 | $43.4M | 0.19% | +4,485+1.0% | Added |
| US Bancorp | 441,459 | $42.6M | 0.07% | −16,811−3.7% | Reduced |
| Susquehanna International Group, LLP | 427,023 | $41.2M | 0.06% | +138,465+48.0% | Added |
| Kayne Anderson Capital Advisors LP | 424,750 | $41.0M | 1.22% | −350−0.1% | Reduced |
| Two Sigma Advisers, LP | 417,600 | $40.3M | 0.10% | +118,100+39.4% | Added |
| Asset Management One Co.,Ltd. | 408,523 | $39.4M | 0.18% | +12,859+3.2% | Added |
| Great West Life Assurance Co | 404,926 | $39.1M | 0.10% | −27,184−6.3% | Reduced |
| Morningstar Investment Services LLC | 405,806 | $39.0M | 0.52% | +13,771+3.5% | Added |
| Adage Capital Partners GP, L.L.C. | 371,013 | $35.8M | 0.08% | +75,300+25.5% | Added |
| Gabelli Funds LLC | 367,900 | $35.5M | 0.27% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $33.3M | 1.04% | – | – |
| Treasurer of the State of North Carolina | 336,985 | $32.5M | 0.18% | +2,390+0.7% | Added |
| Vaughan David Investments LLC | 335,077 | $32.3M | 0.98% | +3,896+1.2% | Added |
| Commerce Bank | 334,114 | $32.2M | 0.25% | −8,578−2.5% | Reduced |
| Umb Bank N A | 329,623 | $31.8M | 0.51% | −522−0.2% | Reduced |
| M&T Bank Corp | 313,132 | $30.2M | 0.12% | +27,213+9.5% | Added |
| TD Asset Management Inc | 312,828 | $30.2M | 0.04% | −38,313−10.9% | Reduced |
| Cincinnati Financial Corp | 310,000 | $29.9M | 0.73% | 00.0% | Unchanged |
| Fifth Third Bancorp | 305,385 | $29.5M | 0.14% | −12,124−3.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 291,645 | $28.1M | 0.07% | −15,376−5.0% | Reduced |
| Magellan Asset Management Ltd | 290,300 | $28.0M | 0.24% | −7,896−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 286,420 | $27.6M | 3.63% | +265+0.1% | Added |
| Clark Capital Management Group, Inc. | 279,810 | $27.0M | 0.30% | +9,027+3.3% | Added |
| Alps Advisors Inc | 277,292 | $26.8M | 0.24% | +1,103+0.4% | Added |
| Money Concepts Capital Corp | 272,729 | $26.5M | 1.48% | −13,910−4.9% | Reduced |
| Crawford Investment Counsel Inc | 268,805 | $25.9M | 0.55% | +52,653+24.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 267,821 | $25.8M | 0.13% | +3,575+1.4% | Added |
| Bollard Group LLC | 265,491 | $25.6M | 0.93% | +2,530+1.0% | Added |
| Nomura Asset Management Co Ltd | 263,545 | $25.4M | 0.13% | +1,097+0.4% | Added |
| Van Eck Associates Corp | 263,450 | $25.4M | 0.06% | +26,957+11.4% | Added |
| Bruce & Co., Inc. | 260,319 | $25.1M | 6.84% | −881−0.3% | Reduced |
| Advisors Capital Management, LLC | 251,428 | $24.3M | 0.63% | +247,609+6,483.6% | Added |
| Swiss Life Asset Management Ltd | 251,158 | $24.2M | 0.36% | +35,448+16.4% | Added |
| STRS Ohio | 250,226 | $24.1M | 0.10% | −2,320−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 244,430 | $23.6M | 2.14% | +81,000+49.6% | Added |
| CIBC Asset Management Inc | 242,089 | $23.4M | 0.09% | +813+0.3% | Added |
| Illinois Municipal Retirement Fund | 242,003 | $23.3M | 0.50% | −2,027−0.8% | Reduced |
| Forsta Ap-Fonden | 238,100 | $23.0M | 0.27% | −24,900−9.5% | Reduced |
| Synovus Financial Corp | 234,064 | $22.6M | 0.25% | −2,393−1.0% | Reduced |
| Sabal Trust CO | 230,959 | $22.3M | 1.55% | +5,498+2.4% | Added |
| Creative Planning | 229,670 | $22.2M | 0.03% | +349+0.2% | Added |
| Liberty One Investment Management, LLC | 228,788 | $22.1M | 3.01% | +17,269+8.2% | Added |
| Mackenzie Financial Corp | 228,788 | $22.1M | 0.03% | −24,382−9.6% | Reduced |
| Retirement Systems of Alabama | 227,591 | $22.0M | 0.10% | −19,107−7.7% | Reduced |
| Bokf, NA | 221,861 | $21.4M | 0.45% | −22,852−9.3% | Reduced |
| Payden & Rygel | 217,190 | $21.0M | 1.24% | 00.0% | Unchanged |
| Vestcor Inc | 214,614 | $20.7M | 0.76% | +54,756+34.3% | Added |
| Cetera Advisor Networks LLC | 214,396 | $20.7M | 0.15% | +13,592+6.8% | Added |
| MML Investors Services, LLC | 212,386 | $20.5M | 0.14% | −8,692−3.9% | Reduced |
| State of Michigan Retirement System | 211,436 | $20.4M | 0.13% | +2,200+1.1% | Added |
| USS Investment Management Ltd | 211,020 | $20.4M | 0.28% | +1,159+0.6% | Added |
| Arizona State Retirement System | 210,260 | $20.3M | 0.18% | +465+0.2% | Added |
| Avalon Investment & Advisory | 209,927 | $20.3M | 0.55% | −3,616−1.7% | Reduced |
| Amalgamated Bank | 202,469 | $19.5M | 0.17% | +1,983+1.0% | Added |
| American International Group, Inc. | 201,263 | $19.4M | 0.13% | +736+0.4% | Added |
| Cerity Partners LLC | 200,909 | $19.4M | 0.09% | +642+0.3% | Added |
| MetLife Investment Management | 198,719 | $19.2M | 0.14% | −2,397−1.2% | Reduced |
| Huntington National Bank | 197,689 | $19.1M | 0.19% | +4,552+2.4% | Added |
| Calamos Advisors LLC | 196,375 | $18.9M | 0.09% | −24,020−10.9% | Reduced |
| Standard Life Aberdeen plc | 193,387 | $18.7M | 0.05% | −750.0% | Reduced |
| Deprince Race & Zollo Inc | 191,865 | $18.5M | 0.43% | −3,454−1.8% | Reduced |
| Teacher Retirement System of Texas | 188,468 | $18.2M | 0.12% | −32,164−14.6% | Reduced |
| Godsey & Gibb Associates | 187,151 | $18.1M | 2.12% | +1,718+0.9% | Added |
| Thomasville National Bank | 184,933 | $17.8M | 1.84% | +3,550+2.0% | Added |
| Verition Fund Management LLC | 184,846 | $17.8M | 0.28% | +180,491+4,144.5% | Added |
| Duff & Phelps Investment Management Co | 182,704 | $17.6M | 0.21% | +17,000+10.3% | Added |
| Hyman Charles D | 177,182 | $17.1M | 1.14% | −252−0.1% | Reduced |
| IFM Investors Pty Ltd | 174,725 | $16.9M | 0.26% | +2,873+1.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 173,632 | $16.8M | 0.37% | −15,033−8.0% | Reduced |
| Public Sector Pension Investment Board | 171,394 | $16.5M | 0.12% | +12,939+8.2% | Added |
| Oppenheimer Asset Management Inc. | 170,340 | $16.4M | 0.25% | +7,575+4.7% | Added |
| Davenport & Co LLC | 169,581 | $16.4M | 0.13% | +3,606+2.2% | Added |
| Guggenheim Capital LLC | 169,279 | $16.3M | 0.14% | −21,964−11.5% | Reduced |
| Marshall Wace, LLP | 165,305 | $15.9M | 0.04% | +160,611+3,421.6% | Added |
| Financial Counselors Inc | 164,408 | $15.9M | 0.34% | −2,091−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 164,298 | $15.8M | 0.16% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 163,418 | $15.8M | 0.30% | +3,234+2.0% | Added |
| Texas Permanent School Fund | 160,532 | $15.5M | 0.15% | +51,121+46.7% | Added |
| Squarepoint Ops LLC | 159,317 | $15.4M | 0.11% | +153,566+2,670.2% | Added |
| Assenagon Asset Management S.A. | 158,852 | $15.3M | 0.06% | +123,482+349.1% | Added |
| AE Wealth Management LLC | 157,346 | $15.2M | 0.10% | +7,879+5.3% | Added |
| CWA Asset Management Group, LLC | 156,751 | $15.1M | 1.12% | +6,211+4.1% | Added |
| Cantor Fitzgerald, L. P. | 152,811 | $14.7M | 0.31% | +8,697+6.0% | Added |
| Canal Insurance CO | 150,166 | $14.5M | 3.94% | 00.0% | Unchanged |
| Colonial Trust Advisors | 147,497 | $14.2M | 1.67% | −152−0.1% | Reduced |
| Gratus Capital LLC | 143,326 | $13.8M | 1.06% | −1,927−1.3% | Reduced |
| Janney Capital Management LLC | 143,205 | $13.8M | 1.04% | +2,462+1.7% | Added |