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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 9,079 | $814.7K | 0.18% | −141−1.5% | Reduced |
| Bryn Mawr Trust Co | 9,085 | $815.0K | 0.03% | −34−0.4% | Reduced |
| Independence Bank of Kentucky | 9,085 | $815.3K | 0.33% | −215−2.3% | Reduced |
| Quent Capital, LLC | 9,121 | $818.5K | 0.13% | +10+0.1% | Added |
| Consolidated Planning Corp | 9,140 | $820.3K | 0.17% | +9,140 | New |
| Nilsine Partners, LLC | 9,163 | $822.3K | 0.12% | −133−1.4% | Reduced |
| Whittier Trust Co | 9,169 | $822.8K | 0.01% | −30.0% | Reduced |
| Machina Capital S.A.S. | 9,176 | $823.5K | 0.47% | −3,624−28.3% | Reduced |
| Pathstone Family Office, LLC | 9,154 | $825.0K | 0.01% | +1,325+16.9% | Added |
| Maltin Wealth Management, Inc. | 9,200 | $825.6K | 0.58% | +1,000+12.2% | Added |
| Morningstar Investment Management LLC | 9,235 | $829.0K | 0.11% | +9,235 | New |
| Cigna Investments Inc | 9,345 | $838.0K | 0.16% | −38−0.4% | Reduced |
| KCM Investment Advisors LLC | 9,359 | $839.9K | 0.03% | −822−8.1% | Reduced |
| West Family Investments, Inc. | 9,366 | $840.5K | 0.33% | +6,981+292.7% | Added |
| Ancora Advisors, LLC | 9,370 | $840.9K | 0.02% | −75−0.8% | Reduced |
| Neo Ivy Capital Management | 9,366 | $841.0K | 0.44% | +9,366 | New |
| Vise Technologies, Inc. | 9,398 | $843.4K | 0.20% | +3,879+70.3% | Added |
| Laidlaw Wealth Management LLC | 9,410 | $844.4K | 0.17% | +338+3.7% | Added |
| Wealthcare Advisory Partners LLC | 9,422 | $845.5K | 0.04% | +289+3.2% | Added |
| Summit X, LLC | 9,450 | $848.4K | 0.21% | +623+7.1% | Added |
| NovaPoint Capital, LLC | 9,550 | $857.0K | 0.32% | +373+4.1% | Added |
| Confluence Wealth Services, Inc. | 9,606 | $862.0K | 0.18% | +23+0.2% | Added |
| Guardian Wealth Advisors, LLC | 9,608 | $862.2K | 0.15% | −879−8.4% | Reduced |
| Buckingham Strategic Partners | 9,639 | $865.1K | 0.05% | +5,242+119.2% | Added |
| Engineers Gate Manager LP | 9,718 | $872.1K | 0.03% | −8,533−46.8% | Reduced |
| MBL Wealth, LLC | 9,734 | $873.5K | 0.12% | +4,113+73.2% | Added |
| Allred Capital Management, LLC | 9,737 | $873.8K | 0.43% | −745−7.1% | Reduced |
| Delta Financial Advisors LLC | 9,747 | $874.7K | 0.39% | +132+1.4% | Added |
| Quantinno Capital Management LP | 9,748 | $875.0K | 0.05% | −5,843−37.5% | Reduced |
| Baldwin Investment Management, LLC | 9,757 | $875.6K | 0.14% | −200−2.0% | Reduced |
| Spire Wealth Management | 9,789 | $878.5K | 0.03% | −116−1.2% | Reduced |
| Portside Wealth Group, LLC | 9,814 | $880.7K | 0.16% | +9,814 | New |
| Hayek Kallen Investment Management | 9,898 | $888.0K | 0.38% | −20.0% | Reduced |
| SeaCrest Wealth Management, LLC | 9,906 | $888.9K | 0.11% | +557+6.0% | Added |
| Neville Rodie & Shaw Inc | 9,962 | $894.0K | 0.08% | −66−0.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 10,004 | $897.8K | 0.82% | +1,057+11.8% | Added |
| StoneX Group Inc. | 10,008 | $898.1K | 0.09% | +138+1.4% | Added |
| Dearborn Partners LLC | 10,029 | $900.0K | 0.03% | +592+6.3% | Added |
| Fund Management at Engine No. 1 LLC | 10,034 | $900.5K | 0.17% | +695+7.4% | Added |
| United Bank | 10,046 | $901.5K | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,119 | $908.1K | 0.14% | +433+4.5% | Added |
| 9258 Wealth Management, LLC | 10,143 | $910.2K | 0.17% | −155−1.5% | Reduced |
| Whalerock Point Partners, LLC | 10,222 | $917.3K | 0.31% | +91+0.9% | Added |
| Mirabella Financial Services LLP | 10,231 | $918.1K | 0.11% | +7,531+278.9% | Added |
| Insigneo Advisory Services, LLC | 10,232 | $918.2K | 0.18% | +3,952+62.9% | Added |
| SevenBridge Financial Group, LLC | 10,233 | $918.3K | 0.24% | −92−0.9% | Reduced |
| BFSG, LLC | 10,246 | $919.0K | 0.16% | +1,768+20.9% | Added |
| Meeder Advisory Services, Inc. | 10,288 | $923.3K | 0.10% | +156+1.5% | Added |
| Journey Advisory Group, LLC | 10,290 | $923.4K | 0.14% | −62−0.6% | Reduced |
| Marcum Wealth, LLC | 10,290 | $923.4K | 0.11% | +587+6.0% | Added |
| Toroso Investments, LLC | 10,358 | $930.0K | 0.03% | −879−7.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,370 | $930.6K | 0.22% | +889+9.4% | Added |
| AFS Financial Group, LLC | 10,395 | $932.9K | 0.60% | −112−1.1% | Reduced |
| BancorpSouth Bank | 10,457 | $938.4K | 0.08% | −22−0.2% | Reduced |
| United Bank | 10,492 | $941.6K | 0.54% | −1,198−10.2% | Reduced |
| Man Group plc | 10,536 | $945.5K | 0.00% | – | – |
| 1st Source Bank | 10,561 | $947.7K | 0.06% | +12+0.1% | Added |
| Connectus Wealth, LLC | 10,567 | $948.7K | 0.02% | −20.0% | Reduced |
| Ameritas Investment Partners, Inc. | 10,617 | $952.8K | 0.04% | −160−1.5% | Reduced |
| Chesley Taft & Associates LLC | 10,640 | $954.8K | 0.06% | −26−0.2% | Reduced |
| Focus Financial Network, Inc. | 10,675 | $958.0K | 0.05% | −647−5.7% | Reduced |
| Wealthspire Advisors, LLC | 10,715 | $961.6K | 0.02% | −358−3.2% | Reduced |
| Keudell/Morrison Wealth Management | 10,746 | $964.3K | 0.28% | +606+6.0% | Added |
| Mitchell Sinkler & Starr | 10,761 | $965.7K | 0.27% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,790 | $968.3K | 0.07% | +1,958+22.2% | Added |
| Excalibur Management Corp | 10,877 | $976.1K | 0.50% | −672−5.8% | Reduced |
| Arbor Investment Advisors, LLC | 10,880 | $976.4K | 0.17% | −123−1.1% | Reduced |
| Mystic Asset Management, Inc. | 10,907 | $978.8K | 0.52% | −88−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,963 | $980.8K | 0.16% | +6,090+125.0% | Added |
| Stableford Capital II LLC | 10,559 | $981.0K | 0.43% | +10,559 | New |
| Rainsberger Wealth Advisors, Inc. | 10,953 | $982.9K | 0.59% | +169+1.6% | Added |
| Welch Group, LLC | 10,985 | $985.8K | 0.06% | +30.0% | Added |
| LMG Wealth Partners, LLC | 11,049 | $991.5K | 0.30% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 10,468 | $992.0K | 0.19% | +2,885+38.0% | Added |
| MSH Capital Advisors LLC | 11,102 | $996.3K | 0.37% | +112+1.0% | Added |
| Wambolt & Associates, LLC | 11,106 | $996.7K | 0.35% | +999+9.9% | Added |
| First Manhattan Co | 11,115 | $997.5K | 0.00% | −168−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 10,370 | $1.00M | 0.02% | −1,465−12.4% | Reduced |
| HBK Sorce Advisory LLC | 11,209 | $1.01M | 0.04% | +369+3.4% | Added |
| Exencial Wealth Advisors, LLC | 11,224 | $1.01M | 0.05% | +1,267+12.7% | Added |
| NVWM, LLC | 11,234 | $1.01M | 0.33% | +1,281+12.9% | Added |
| Chicago Capital, LLC | 11,250 | $1.01M | 0.05% | −633−5.3% | Reduced |
| Fisher Asset Management, LLC | 11,345 | $1.02M | 0.00% | +6,272+123.6% | Added |
| TCWP LLC | 11,376 | $1.02M | 0.22% | −532−4.5% | Reduced |
| Haverford Trust Co | 11,389 | $1.02M | 0.01% | −452−3.8% | Reduced |
| Graham Capital Management, L.P. | 11,410 | $1.02M | 0.04% | +2,283+25.0% | Added |
| Diversified Trust Co | 11,447 | $1.03M | 0.04% | −3,379−22.8% | Reduced |
| CNB Bank | 11,474 | $1.03M | 0.61% | −151−1.3% | Reduced |
| First Dallas Securities Inc. | 11,501 | $1.03M | 0.58% | −100−0.9% | Reduced |
| Mission Wealth Management, LP | 11,501 | $1.03M | 0.04% | +2,301+25.0% | Added |
| Meridian Wealth Management, LLC | 11,502 | $1.03M | 0.09% | −58−0.5% | Reduced |
| Occidental Asset Management, LLC | 11,512 | $1.03M | 0.23% | +11,512 | New |
| Foundations Investment Advisors, LLC | 11,553 | $1.04M | 0.03% | −2,228−16.2% | Reduced |
| Sumitomo Life Insurance Co | 11,566 | $1.04M | 0.05% | −941−7.5% | Reduced |
| DT Investment Partners, LLC | 11,275 | $1.04M | 0.12% | +82+0.7% | Added |
| Peoples Financial Services Corp. | 11,610 | $1.04M | 0.47% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,621 | $1.04M | 0.17% | +2,569+28.4% | Added |
| Atlas Brown,Inc. | 11,670 | $1.05M | 0.46% | −58−0.5% | Reduced |
| Heron Financial Group, LLC | 11,684 | $1.05M | 0.57% | +45+0.4% | Added |
| RFG Advisory, LLC | 11,707 | $1.05M | 0.05% | −412−3.4% | Reduced |