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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 11,734 | $1.05M | 0.53% | −2,092−15.1% | Reduced |
| Aviva PLC | 11,739 | $1.05M | 0.00% | +214+1.9% | Added |
| Beech Hill Advisors, Inc. | 11,795 | $1.06M | 0.51% | +1,045+9.7% | Added |
| Mather Group, LLC. | 11,802 | $1.06M | 0.02% | +2,478+26.6% | Added |
| Peregrine Asset Advisers, Inc. | 11,835 | $1.06M | 0.81% | −14−0.1% | Reduced |
| Biltmore Family Office, LLC | 11,875 | $1.07M | 0.23% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,901 | $1.07M | 0.49% | 00.0% | Unchanged |
| JT Stratford LLC | 11,937 | $1.07M | 0.29% | +744+6.6% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,979 | $1.07M | 0.85% | +11,979 | New |
| Eudaimonia Partners, LLC | 11,993 | $1.08M | 0.24% | −56−0.5% | Reduced |
| Tudor Investment Corp Et Al | 11,997 | $1.08M | 0.02% | −63,469−84.1% | Reduced |
| Arete Wealth Advisors, LLC | 12,137 | $1.09M | 0.10% | +1,074+9.7% | Added |
| Gables Capital Management Inc. | 12,142 | $1.09M | 0.71% | +1,325+12.2% | Added |
| D.B. Root & Company, LLC | 12,276 | $1.10M | 0.42% | +561+4.8% | Added |
| LCNB Corp | 12,306 | $1.10M | 0.47% | −306−2.4% | Reduced |
| Empowered Funds, LLC | 12,320 | $1.11M | 0.04% | +8,755+245.6% | Added |
| EA Series Trust | 12,320 | $1.11M | 0.04% | +12,320 | New |
| Northeast Financial Consultants Inc | 12,372 | $1.11M | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 12,464 | $1.12M | 0.03% | −1,269−9.2% | Reduced |
| My Legacy Advisors, LLC | 12,000 | $1.12M | 0.44% | +30+0.3% | Added |
| Imprint Wealth LLC | 12,537 | $1.13M | 0.71% | −247−1.9% | Reduced |
| Greenfield Savings Bank | 12,611 | $1.13M | 0.77% | −60.0% | Reduced |
| Capital Investment Counsel, Inc | 12,740 | $1.14M | 0.22% | +691+5.7% | Added |
| Cornerstone Wealth Group, LLC | 12,742 | $1.14M | 0.21% | −1,360−9.6% | Reduced |
| Old North State Wealth Management, LLC | 12,815 | $1.15M | 1.01% | +2,705+26.8% | Added |
| Heritage Trust Co | 12,835 | $1.15M | 0.17% | +91+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 12,844 | $1.15M | 0.02% | −1,018−7.3% | Reduced |
| Essex Financial Services, Inc. | 12,861 | $1.15M | 0.13% | −1,596−11.0% | Reduced |
| Souders Financial Advisors | 12,867 | $1.15M | 0.22% | +989+8.3% | Added |
| Hamel Associates, Inc. | 12,914 | $1.16M | 0.41% | +7,905+157.8% | Added |
| Wetherby Asset Management Inc | 12,999 | $1.17M | 0.06% | −4,858−27.2% | Reduced |
| Schmidt P J Investment Management Inc | 12,338 | $1.18M | 0.23% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 13,146 | $1.18M | 0.59% | +1,558+13.4% | Added |
| Community Bank of Raymore | 13,160 | $1.18M | 0.51% | −833−6.0% | Reduced |
| First National Corp | 13,180 | $1.18M | 0.28% | −615−4.5% | Reduced |
| Voya Financial Advisors, Inc. | 13,332 | $1.18M | 0.14% | +415+3.2% | Added |
| Park Place Capital Corp | 13,214 | $1.19M | 0.33% | +247+1.9% | Added |
| Meridian Financial Partners LLC | 12,736 | $1.19M | 0.71% | +707+5.9% | Added |
| First City Capital Management, Inc. | 13,265 | $1.19M | 0.70% | −784−5.6% | Reduced |
| Claro Advisors LLC | 13,317 | $1.20M | 0.30% | −60−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,363 | $1.20M | 0.84% | −201−1.5% | Reduced |
| Dakota Wealth Management | 13,374 | $1.20M | 0.06% | +745+5.9% | Added |
| Bayesian Capital Management, LP | 13,400 | $1.20M | 0.13% | +13,400 | New |
| Wealth Dimensions Group, Ltd. | 13,406 | $1.20M | 0.44% | +1,140+9.3% | Added |
| Trust Investment Advisors | 13,420 | $1.20M | 0.97% | +354+2.7% | Added |
| Vident Investment Advisory, LLC | 13,465 | $1.21M | 0.04% | +6,591+95.9% | Added |
| Veriti Management LLC | 13,529 | $1.21M | 0.14% | −391−2.8% | Reduced |
| Tradewinds, LLC. | 13,556 | $1.22M | 0.72% | +80+0.6% | Added |
| Hilltop Holdings Inc. | 13,582 | $1.22M | 0.15% | +840+6.6% | Added |
| Jacobi Capital Management LLC | 13,584 | $1.22M | 0.14% | +93+0.7% | Added |
| PFG Advisors | 13,632 | $1.22M | 0.09% | +4,011+41.7% | Added |
| Aquatic Capital Management LLC | 13,700 | $1.23M | 0.07% | +2,000+17.1% | Added |
| Spirit of America Management Corp | 13,750 | $1.23M | 0.28% | +3,400+32.9% | Added |
| Clearbridge Investments, LLC | 13,811 | $1.24M | 0.00% | −104−0.7% | Reduced |
| Evermay Wealth Management LLC | 13,828 | $1.24M | 0.24% | +340+2.5% | Added |
| Reuter James Wealth Management, LLC | 13,869 | $1.24M | 1.50% | +1,296+10.3% | Added |
| Marble Harbor Investment Counsel, LLC | 13,883 | $1.25M | 0.16% | −150−1.1% | Reduced |
| First National Trust Co | 13,887 | $1.25M | 0.06% | −107−0.8% | Reduced |
| Glenview Trust Co | 13,890 | $1.25M | 0.03% | +461+3.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,935 | $1.25M | 0.14% | +357+2.6% | Added |
| Private Wealth Partners, LLC | 14,048 | $1.26M | 0.12% | +193+1.4% | Added |
| Private Asset Management Inc | 14,077 | $1.26M | 0.24% | −4,895−25.8% | Reduced |
| Parcion Private Wealth LLC | 14,110 | $1.27M | 0.13% | −158−1.1% | Reduced |
| Bank of Hawaii | 14,133 | $1.27M | 0.07% | −360−2.5% | Reduced |
| InterOcean Capital Group, LLC | 14,215 | $1.28M | 0.04% | +1,727+13.8% | Added |
| Jeppson Wealth Management, LLC | 14,225 | $1.28M | 0.56% | −249−1.7% | Reduced |
| Columbia Asset Management | 14,231 | $1.28M | 0.27% | −352−2.4% | Reduced |
| Private Trust Co NA | 14,242 | $1.28M | 0.16% | −2,205−13.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,287 | $1.28M | 0.12% | +419+3.0% | Added |
| Ossiam | 14,321 | $1.29M | 0.02% | +9,211+180.3% | Added |
| Baker Tilly Wealth Management, LLC | 14,404 | $1.29M | 0.14% | +1,705+13.4% | Added |
| Donaldson Capital Management, LLC | 14,527 | $1.30M | 0.06% | −7,259−33.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,565 | $1.31M | 0.42% | +14,565 | New |
| Patten Group, Inc. | 14,598 | $1.31M | 0.37% | −36−0.2% | Reduced |
| Ballast, Inc. | 14,634 | $1.31M | 0.50% | +805+5.8% | Added |
| Ashton Thomas Private Wealth, LLC | 14,673 | $1.32M | 0.10% | +3,306+29.1% | Added |
| Wagner Wealth Management, LLC | 14,677 | $1.32M | 0.50% | −201−1.4% | Reduced |
| Northcape Wealth Management, LLC | 14,703 | $1.32M | 0.48% | −81−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.32M | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,855 | $1.33M | 0.04% | −30,491−67.2% | Reduced |
| Heritage Investors Management Corp | 14,876 | $1.33M | 0.05% | −1,631−9.9% | Reduced |
| Wealth Alliance | 14,895 | $1.34M | 0.20% | +1,141+8.3% | Added |
| FDx Advisors, Inc. | 14,901 | $1.34M | 0.07% | −20,840−58.3% | Reduced |
| MTM Investment Management, LLC | 14,904 | $1.34M | 0.65% | +895+6.4% | Added |
| Bull Street Advisors, LLC | 14,908 | $1.34M | 0.69% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 15,034 | $1.35M | 1.31% | +247+1.7% | Added |
| Aviance Capital Partners, LLC | 15,064 | $1.35M | 0.29% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 15,075 | $1.35M | 0.07% | −812−5.1% | Reduced |
| Asset Dedication, LLC | 15,256 | $1.36M | 0.12% | +1,401+10.1% | Added |
| Segall Bryant & Hamill, LLC | 15,329 | $1.38M | 0.01% | −20.0% | Reduced |
| Alpha Omega Wealth Management LLC | 15,353 | $1.38M | 0.23% | −543−3.4% | Reduced |
| Two Sigma Securities, LLC | 15,400 | $1.38M | 0.11% | +7,650+98.7% | Added |
| Bradley Foster & Sargent Inc | 15,421 | $1.38M | 0.03% | −402−2.5% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.39M | 0.88% | −15,435−100.0% | Reduced |
| GYL Financial Synergies, LLC | 15,507 | $1.39M | 0.13% | +3,214+26.1% | Added |
| Ingalls & Snyder LLC | 15,566 | $1.40M | 0.07% | −250−1.6% | Reduced |
| Change Path, LLC | 15,617 | $1.40M | 0.07% | +1,863+13.5% | Added |
| Financial Architects, Inc | 15,634 | $1.40M | 0.21% | −232−1.5% | Reduced |
| Andra AP-fonden | 15,700 | $1.41M | 0.04% | +15,700 | New |
| Vinva Investment Management Ltd | 15,900 | $1.41M | 0.12% | −7,667−32.5% | Reduced |