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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Duke Energy CORP as of Jun 30, 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
- 1,798
- +8 vs. Q1 2023
- Shares held
- 491.6M
- +2.57M (+0.5%) vs. Q1 2023
- Total value
- $44.1B
- −$3.12B (−6.6%) vs. Q1 2023
- New holders
- 106
- 776 more added
- Sold out
- 98
- 670 more reduced
17 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Comerica Bank | 1,130 | $14 | 0.00% | +1,130 | New |
| Belmont Capital, LLC | 2 | $222 | 0.00% | +2 | New |
| KB Financial Partners, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| 25 LLC | 13 | $1.21K | 0.00% | +5+62.5% | Added |
| Eagle Bay Advisors LLC | 17 | $1.53K | 0.00% | −83−83.0% | Reduced |
| Sofos Investments, Inc. | 90 | $1.76K | 0.01% | +90 | New |
| Trifecta Capital Advisors, LLC | 27 | $2.42K | 0.00% | −2−6.9% | Reduced |
| VitalStone Financial, LLC | 26 | $3.00K | 0.00% | +26 | New |
| First Capital Advisors Group, LLC. | 36 | $3.23K | 0.00% | +36 | New |
| Ridgewood Investments LLC | 44 | $3.95K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 50 | $4.49K | 0.00% | −932−94.9% | Reduced |
| General Partner, Inc. | 51 | $4.58K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $4.67K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 61 | $5.00K | 0.00% | +32+110.3% | Added |
| Morton Brown Family Wealth, LLC | 59 | $5.29K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 61 | $5.47K | 0.00% | −11−15.3% | Reduced |
| Westpac Banking Corp | 63 | $5.65K | 0.00% | −121,276−99.9% | Reduced |
| MRP Capital Investments, LLC | 63 | $5.65K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 66 | $5.92K | 0.00% | +66 | New |
| Winch Advisory Services, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 63 | $6.00K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 69 | $6.19K | 0.00% | −3,082−97.8% | Reduced |
| Buck Wealth Strategies, LLC | 71 | $6.39K | 0.00% | +1+1.4% | Added |
| Horizons Wealth Management | 77 | $6.91K | 0.00% | +29+60.4% | Added |
| O'Dell Group, LLC | 83 | $7.45K | 0.00% | +83 | New |
| Benjamin Edwards Inc | 90 | $8.00K | 0.00% | −392−81.3% | Reduced |
| Bourgeon Capital Management LLC | 93 | $8.35K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 108 | $9.69K | 0.00% | +108 | New |
| Retirement Group, LLC | 111 | $9.96K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $10.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 117 | $10.5K | 0.01% | +117 | New |
| Intrepid Capital Management Inc | 120 | $10.8K | 0.01% | +120 | New |
| Private Ocean, LLC | 123 | $11.0K | 0.00% | −17−12.1% | Reduced |
| Halpern Financial, Inc. | 123 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 130 | $11.7K | 0.01% | −841−86.6% | Reduced |
| Rise Advisors, LLC | 131 | $11.8K | 0.01% | −91−41.0% | Reduced |
| Delos Wealth Advisors, LLC | 132 | $11.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $12.0K | 0.00% | −619−82.2% | Reduced |
| American National Bank | 139 | $12.5K | 0.00% | −697−83.4% | Reduced |
| Chesapeake Asset Management LLC | 139 | $12.5K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 142 | $12.7K | 0.00% | −68−32.4% | Reduced |
| Hoey Investments, Inc | 150 | $13.5K | 0.00% | +150 | New |
| Riverview Trust Co | 164 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 172 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 168 | $15.0K | 0.01% | +168 | New |
| Financial Perspectives, Inc | 168 | $15.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 173 | $15.5K | 0.00% | −116−40.1% | Reduced |
| Atlas Capital Advisors LLC | 174 | $15.6K | 0.00% | −780−81.8% | Reduced |
| Financial Connections Group, Inc. | 187 | $16.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 186 | $16.0K | 0.01% | +114+158.3% | Added |
| SJS Investment Consulting Inc. | 184 | $16.5K | 0.00% | −2−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 175 | $16.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 190 | $17.1K | 0.01% | −39−17.0% | Reduced |
| Financial Freedom, LLC | 192 | $17.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 197 | $17.7K | 0.01% | +197 | New |
| SOA Wealth Advisors, LLC. | 199 | $17.8K | 0.00% | +2+1.0% | Added |
| Perritt Capital Management Inc | 199 | $17.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 204 | $19.0K | 0.00% | +186+1,033.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 212 | $19.0K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 226 | $20.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 231 | $20.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 234 | $21.0K | 0.01% | +234 | New |
| West Tower Group, LLC | 236 | $21.2K | 0.02% | +236 | New |
| Operose Advisors LLC | 239 | $21.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 249 | $22.0K | 0.01% | +144+137.1% | Added |
| Highlander Capital Management, LLC | 252 | $23.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 260 | $23.3K | 0.01% | −6−2.3% | Reduced |
| Eukles Asset Management | 260 | $23.3K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 266 | $23.9K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 262 | $24.1K | 0.01% | −100−27.6% | Reduced |
| TSFG, LLC | 281 | $25.0K | 0.01% | +2+0.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 283 | $25.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 295 | $26.0K | 0.00% | +295 | New |
| Lowe Wealth Advisors, LLC | 299 | $26.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 299 | $26.9K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 303 | $27.2K | 0.04% | +303 | New |
| Global Financial Private Client, LLC | 300 | $27.2K | 0.01% | −328−52.2% | Reduced |
| AXS Investments LLC | 308 | $27.6K | 0.01% | −177−36.5% | Reduced |
| Impact Partnership Wealth, LLC | 312 | $28.0K | 0.01% | +312 | New |
| Horizon Bancorp Inc | 312 | $28.0K | 0.02% | +208+200.0% | Added |
| Global Wealth Strategies & Associates | 317 | $28.4K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 311 | $28.5K | 0.02% | +1+0.3% | Added |
| Richard W. Paul & Associates, LLC | 319 | $28.6K | 0.01% | +27+9.2% | Added |
| Lee Financial Co | 333 | $29.9K | 0.01% | −125−27.3% | Reduced |
| Tortoise Investment Management, LLC | 334 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 339 | $30.0K | 0.02% | −5−1.5% | Reduced |
| Bell Investment Advisors, Inc | 339 | $30.4K | 0.01% | −221−39.5% | Reduced |
| Lipe & Dalton | 343 | $31.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 348 | $31.2K | 0.03% | −200−36.5% | Reduced |
| Ameliora Wealth Management Ltd. | 350 | $31.4K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 356 | $31.9K | 0.01% | −246−40.9% | Reduced |
| Acima Private Wealth, LLC | 368 | $33.0K | 0.02% | −50−12.0% | Reduced |
| PrairieView Partners, LLC | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 392 | $35.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 392 | $35.2K | 0.00% | +43+12.3% | Added |