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 |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 14,930 | $1.41M | 0.53% | −4,471−23.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,802 | $1.42M | 0.41% | +15,802 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,938 | $1.43M | 0.00% | −11,192−41.3% | Reduced |
| WealthTrust Axiom LLC | 15,988 | $1.43M | 0.48% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 16,026 | $1.44M | 0.34% | −352−2.1% | Reduced |
| Curi Capital | 16,056 | $1.44M | 0.20% | −496−3.0% | Reduced |
| McMahon Financial Advisors, LLC | 16,064 | $1.44M | 0.45% | +1,212+8.2% | Added |
| Tower Bridge Advisors | 16,162 | $1.45M | 0.13% | −1,982−10.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,172 | $1.45M | 0.44% | −113−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,208 | $1.45M | 0.50% | −1,237−7.1% | Reduced |
| Bellecapital International Ltd. | 16,229 | $1.46M | 0.35% | −2,048−11.2% | Reduced |
| Harbour Investments, Inc. | 16,275 | $1.46M | 0.07% | +1,255+8.4% | Added |
| Randolph Co Inc | 16,295 | $1.46M | 0.20% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,300 | $1.46M | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 16,399 | $1.47M | 0.11% | +654+4.2% | Added |
| SageView Advisory Group, LLC | 16,419 | $1.47M | 0.08% | +539+3.4% | Added |
| Marino, Stram & Associates LLC | 16,447 | $1.48M | 0.42% | −125−0.8% | Reduced |
| Paradigm Financial Partners, LLC | 16,632 | $1.49M | 0.40% | −829−4.7% | Reduced |
| Wade G W & Inc | 16,653 | $1.49M | 0.05% | +156+0.9% | Added |
| Fundamentun, LLC | 16,760 | $1.50M | 0.23% | +364+2.2% | Added |
| AMG National Trust Bank | 16,845 | $1.51M | 0.05% | −1,063−5.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,873 | $1.51M | 0.19% | +1,355+8.7% | Added |
| IHT Wealth Management, LLC | 16,900 | $1.52M | 0.08% | +641+3.9% | Added |
| Chemung Canal Trust Co | 16,911 | $1.52M | 0.33% | −1,790−9.6% | Reduced |
| Old National Bancorp | 16,978 | $1.52M | 0.04% | −518−3.0% | Reduced |
| NTV Asset Management LLC | 17,004 | $1.53M | 0.27% | −700−4.0% | Reduced |
| Argent Advisors, Inc. | 17,222 | $1.55M | 0.71% | +1,193+7.4% | Added |
| Shelton Capital Management | 17,251 | $1.55M | 0.06% | +100+0.6% | Added |
| Elevated Capital Advisors, LLC | 17,370 | $1.56M | 0.52% | +847+5.1% | Added |
| Good Life Advisors, LLC | 17,379 | $1.56M | 0.18% | +260+1.5% | Added |
| Certified Advisory Corp | 17,485 | $1.57M | 0.29% | +61+0.4% | Added |
| Ipswich Investment Management Co., Inc. | 17,549 | $1.57M | 0.41% | +90+0.5% | Added |
| King Luther Capital Management Corp | 17,684 | $1.59M | 0.01% | −217−1.2% | Reduced |
| Nepsis, Inc. | 17,700 | $1.59M | 0.49% | +4,346+32.5% | Added |
| Guardian Capital LP | 17,866 | $1.60M | 0.05% | −35,500−66.5% | Reduced |
| Warren Averett Asset Management, LLC | 17,955 | $1.61M | 0.07% | +400+2.3% | Added |
| Brown Brothers Harriman & Co | 18,027 | $1.62M | 0.01% | −87−0.5% | Reduced |
| BerganKDV Wealth Management, LLC | 18,109 | $1.63M | 0.16% | −798−4.2% | Reduced |
| Ziegler Capital Management, LLC | 18,130 | $1.63M | 0.06% | +116+0.6% | Added |
| Grove Bank & Trust | 18,193 | $1.63M | 0.33% | +572+3.2% | Added |
| Wolff Wiese Magana LLC | 18,194 | $1.63M | 1.26% | +1,694+10.3% | Added |
| Cullinan Associates Inc | 18,195 | $1.63M | 0.09% | +377+2.1% | Added |
| Signaturefd, LLC | 18,209 | $1.63M | 0.04% | −3,622−16.6% | Reduced |
| Fiduciary Trust Co | 18,220 | $1.64M | 0.03% | +517+2.9% | Added |
| Wedbush Securities Inc | 18,234 | $1.64M | 0.08% | +190+1.1% | Added |
| Buckhead Capital Management LLC | 18,254 | $1.64M | 0.39% | −12,369−40.4% | Reduced |
| Verdence Capital Advisors LLC | 18,297 | $1.64M | 0.19% | +1,896+11.6% | Added |
| United Services Automobile Association | 18,504 | $1.66M | 0.05% | +610+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,532 | $1.66M | 0.08% | +114+0.6% | Added |
| Hartford Financial Management Inc. | 18,539 | $1.66M | 0.41% | −66−0.4% | Reduced |
| Davis Investment Partners, LLC | 17,875 | $1.67M | 0.79% | +1,400+8.5% | Added |
| Jefferies Financial Group Inc. | 18,600 | $1.67M | 0.04% | +12,610+210.5% | Added |
| Wealth Advisory Solutions, LLC | 18,681 | $1.68M | 0.45% | +170+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 18,866 | $1.69M | 0.02% | +2,332+14.1% | Added |
| WealthShield Partners, LLC | 18,877 | $1.69M | 0.26% | +148+0.8% | Added |
| Smith, Moore & Co. | 18,903 | $1.70M | 0.22% | +1,033+5.8% | Added |
| Trust Co of Vermont | 19,001 | $1.71M | 0.11% | +500+2.7% | Added |
| Principle Wealth Partners LLC | 19,066 | $1.71M | 0.17% | −90−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 19,112 | $1.72M | 0.23% | +794+4.3% | Added |
| FourThought Financial Partners, LLC | 19,268 | $1.73M | 0.23% | +221+1.2% | Added |
| Moloney Securities Asset Management, LLC | 19,357 | $1.74M | 0.31% | +1,538+8.6% | Added |
| Proequities, Inc. | 19,360 | $1.74M | 0.13% | −3,365−14.8% | Reduced |
| Successful Portfolios LLC | 19,384 | $1.74M | 1.50% | −520−2.6% | Reduced |
| London Co of Virginia | 19,409 | $1.74M | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 19,413 | $1.74M | 0.08% | −5,444−21.9% | Reduced |
| Credit Agricole S A | 19,446 | $1.75M | 0.06% | +19,446 | New |
| Bank Ozk | 19,493 | $1.75M | 0.83% | +1,453+8.1% | Added |
| Hanson & Doremus Investment Management | 19,519 | $1.75M | 0.36% | −525−2.6% | Reduced |
| Norway Savings Bank | 19,587 | $1.76M | 0.96% | −330−1.7% | Reduced |
| Physicians Financial Services, Inc. | 19,618 | $1.76M | 0.69% | −50−0.3% | Reduced |
| Park National Corp | 19,695 | $1.77M | 0.08% | −640−3.1% | Reduced |
| Premier Fund Managers Ltd | 20,000 | $1.78M | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 19,835 | $1.78M | 0.08% | +1,165+6.2% | Added |
| Carson Advisory Inc. | 19,864 | $1.78M | 1.51% | −107−0.5% | Reduced |
| Massmutual Trust Co FSB | 19,883 | $1.78M | 0.06% | +1,296+7.0% | Added |
| EP Wealth Advisors, LLC | 6,954 | $1.79M | 0.03% | −15,920−69.6% | Reduced |
| Garrett Investment Advisors LLC | 19,925 | $1.79M | 0.26% | +7,717+63.2% | Added |
| Allworth Financial LP | 20,002 | $1.79M | 0.02% | −400−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,081 | $1.80M | 0.24% | −750−3.6% | Reduced |
| Strategic Blueprint, LLC | 20,171 | $1.81M | 0.17% | +256+1.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 20,205 | $1.81M | 0.75% | +75+0.4% | Added |
| Empire Financial Management Company, LLC | 20,206 | $1.81M | 0.72% | +803+4.1% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $1.81M | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 20,267 | $1.82M | 0.29% | −413−2.0% | Reduced |
| Rodgers Brothers Inc. | 20,448 | $1.84M | 0.32% | +78+0.4% | Added |
| Lee Danner & Bass Inc | 20,459 | $1.84M | 0.16% | −84−0.4% | Reduced |
| MAI Capital Management | 20,646 | $1.85M | 0.03% | −1,106−5.1% | Reduced |
| Canandaigua National Bank & Trust Co | 20,783 | $1.87M | 0.30% | −259−1.2% | Reduced |
| Ti-Trust, Inc | 20,855 | $1.87M | 1.72% | +80+0.4% | Added |
| Shoker Investment Counsel, Inc. | 20,892 | $1.87M | 0.78% | +175+0.8% | Added |
| Redwood Investment Management, LLC | 20,921 | $1.88M | 0.19% | +1,069+5.4% | Added |
| Jaffetilchin Investment Partners, LLC | 21,074 | $1.89M | 0.20% | −435−2.0% | Reduced |
| Triad Financial Advisors, Inc. | 21,090 | $1.89M | 0.78% | −1,073−4.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,098 | $1.89M | 0.07% | +189+0.9% | Added |
| Summit Global Investments | 21,140 | $1.90M | 0.13% | +14,426+214.9% | Added |
| Symphony Financial, Ltd. Co. | 21,340 | $1.90M | 0.47% | +1,224+6.1% | Added |
| Earnest Partners LLC | 21,207 | $1.90M | 0.01% | −1,081−4.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 21,226 | $1.90M | 0.63% | +1,001+4.9% | Added |
| Berkeley Capital Partners, LLC | 21,228 | $1.90M | 0.67% | +2,864+15.6% | Added |
| RSM US Wealth Management LLC | 21,326 | $1.91M | 0.07% | +345+1.6% | Added |