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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 21,394 | $1.92M | 0.15% | +21,394 | New |
| Lincoln National Corp | 21,447 | $1.92M | 0.04% | −49−0.2% | Reduced |
| BFT Financial Group, LLC | 21,485 | $1.93M | 0.22% | +5,609+35.3% | Added |
| TSP Capital Management Group, LLC | 21,800 | $1.96M | 0.71% | +80.0% | Added |
| IFP Advisors, Inc | 25,741 | $1.96M | 0.10% | −4,557−15.0% | Reduced |
| TrinityPoint Wealth, LLC | 21,874 | $1.96M | 0.38% | +412+1.9% | Added |
| 1832 Asset Management L.P. | 21,929 | $1.97M | 0.00% | −1,328−5.7% | Reduced |
| Silvercrest Asset Management Group LLC | 21,951 | $1.97M | 0.01% | +1,108+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,118 | $1.98M | 0.02% | +649+3.0% | Added |
| Marshall Financial Group LLC | 22,187 | $1.99M | 0.68% | +943+4.4% | Added |
| Franklin Street Advisors Inc | 22,264 | $2.00M | 0.17% | +2,771+14.2% | Added |
| Miller Howard Investments Inc | 22,337 | $2.00M | 0.07% | −310−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 22,359 | $2.01M | 0.03% | +14,721+192.7% | Added |
| Avantax Planning Partners, Inc. | 22,380 | $2.01M | 0.08% | −662−2.9% | Reduced |
| Forte Capital LLC | 22,522 | $2.02M | 0.29% | +819+3.8% | Added |
| Green Square Capital Advisors LLC | 22,582 | $2.03M | 0.25% | +290+1.3% | Added |
| BKD Wealth Advisors, LLC | 22,867 | $2.05M | 0.06% | +136+0.6% | Added |
| Creative Financial Designs Inc | 22,919 | $2.06M | 0.24% | −3,396−12.9% | Reduced |
| Boston Private Wealth LLC | 22,989 | $2.06M | 0.04% | −3,368−12.8% | Reduced |
| Intech Investment Management LLC | 23,180 | $2.08M | 0.02% | −28,719−55.3% | Reduced |
| City Holding Co | 23,297 | $2.09M | 0.36% | −917−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 23,346 | $2.10M | 0.11% | +1,625+7.5% | Added |
| Equitable Holdings, Inc. | 23,563 | $2.11M | 0.03% | +6,738+40.0% | Added |
| Advisor Partners II, LLC | 23,699 | $2.13M | 0.10% | −1,253−5.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,819 | $2.14M | 0.08% | −30−0.1% | Reduced |
| Fairhaven Wealth Management, LLC | 23,836 | $2.14M | 0.82% | +23,836 | New |
| Citizens Financial Group Inc | 23,848 | $2.14M | 0.08% | −3,985−14.3% | Reduced |
| Empirical Finance, LLC | 24,033 | $2.16M | 0.17% | +2,814+13.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,309 | $2.18M | 0.06% | +104+0.4% | Added |
| Veritable, L.P. | 24,371 | $2.19M | 0.04% | +1,888+8.4% | Added |
| SWS Partners | 24,394 | $2.19M | 0.79% | +1,017+4.4% | Added |
| Financial Advisory Service, Inc. | 24,385 | $2.19M | 0.28% | +1,729+7.6% | Added |
| Naples Global Advisors, LLC | 24,389 | $2.19M | 0.26% | +1,076+4.6% | Added |
| Vectors Research Management, LLC | 24,388 | $2.19M | 0.62% | −4,973−16.9% | Reduced |
| Aspire Private Capital, LLC | 24,648 | $2.21M | 0.70% | +155+0.6% | Added |
| Moody National Bank Trust Division | 24,669 | $2.21M | 0.15% | +535+2.2% | Added |
| BLB&B Advisors, LLC | 24,738 | $2.22M | 0.16% | −1,345−5.2% | Reduced |
| Orleans Capital Management Corp | 24,793 | $2.22M | 1.58% | −352−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,806 | $2.23M | 0.24% | +16,026+182.5% | Added |
| Greenleaf Trust | 24,836 | $2.23M | 0.02% | −6,742−21.4% | Reduced |
| Iowa State Bank | 24,897 | $2.23M | 0.56% | −342−1.4% | Reduced |
| Global Retirement Partners, LLC | 24,956 | $2.24M | 0.11% | −368−1.5% | Reduced |
| FinTrust Capital Advisors, LLC | 21,807 | $2.25M | 0.54% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,119 | $2.25M | 1.41% | −61−0.2% | Reduced |
| Sawtooth Solutions, LLC | 25,219 | $2.26M | 0.06% | −12,073−32.4% | Reduced |
| Bleakley Financial Group, LLC | 25,226 | $2.26M | 0.07% | +2,629+11.6% | Added |
| Cresset Asset Management, LLC | 25,264 | $2.27M | 0.02% | +18,441+270.3% | Added |
| Triangle Securities Wealth Management | 25,280 | $2.27M | 0.78% | −273−1.1% | Reduced |
| Plimoth Trust Co LLC | 25,313 | $2.27M | 0.68% | −374−1.5% | Reduced |
| Everence Capital Management Inc | 25,514 | $2.28M | 0.19% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 25,413 | $2.28M | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 25,615 | $2.30M | 0.39% | +687+2.8% | Added |
| Marks Group Wealth Management, Inc | 25,700 | $2.31M | 0.27% | +502+2.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,726 | $2.31M | 1.97% | −2,359−8.4% | Reduced |
| Daymark Wealth Partners, LLC | 25,817 | $2.32M | 0.17% | +12,207+89.7% | Added |
| Cullen/Frost Bankers, Inc. | 26,057 | $2.34M | 0.04% | −1,048−3.9% | Reduced |
| Bailard, Inc. | 26,074 | $2.34M | 0.08% | +198+0.8% | Added |
| Shepherd Financial Partners LLC | 26,280 | $2.36M | 0.37% | +952+3.8% | Added |
| Comerica Securities,inc. | 26,305 | $2.36M | 0.16% | +955+3.8% | Added |
| J.W. Cole Advisors, Inc. | 26,393 | $2.37M | 0.17% | +22+0.1% | Added |
| Mutual Advisors, LLC | 26,483 | $2.38M | 0.09% | +1,227+4.9% | Added |
| Townsend & Associates, Inc | 25,011 | $2.38M | 0.61% | −179−0.7% | Reduced |
| Old North State Trust, LLC | 26,582 | $2.38M | 1.76% | −32−0.1% | Reduced |
| Red Door Wealth Management, LLC | 26,886 | $2.41M | 0.54% | +1,390+5.5% | Added |
| Integrated Advisors Network LLC | 27,019 | $2.42M | 0.14% | −693−2.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 25,730 | $2.43M | 0.08% | +25,730 | New |
| Wright Investors Service Inc | 27,359 | $2.46M | 0.69% | −2,719−9.0% | Reduced |
| Rowland & Co Investment Counsel | 27,413 | $2.46M | 0.58% | −397−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 155,303 | $2.48M | 0.49% | +224+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,664 | $2.48M | 0.19% | +266+1.0% | Added |
| Caldwell Trust Co | 27,781 | $2.49M | 0.33% | −943−3.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 27,799 | $2.49M | 1.71% | −87−0.3% | Reduced |
| Mill Capital Management, LLC | 27,812 | $2.50M | 0.23% | −10,561−27.5% | Reduced |
| Twin Capital Management Inc | 27,833 | $2.50M | 0.33% | −840−2.9% | Reduced |
| Live Oak Private Wealth LLC | 27,952 | $2.51M | 0.50% | +371+1.3% | Added |
| United Capital Financial Advisers, LLC | 28,046 | $2.52M | 0.01% | −5,581−16.6% | Reduced |
| Armor Investment Advisors, LLC | 28,126 | $2.52M | 1.53% | −5,585−16.6% | Reduced |
| Csenge Advisory Group | 28,199 | $2.53M | 0.17% | −87−0.3% | Reduced |
| Advisors Management Group Inc | 28,330 | $2.54M | 0.76% | −261−0.9% | Reduced |
| We Are One Seven, LLC | 28,332 | $2.54M | 0.23% | −11,493−28.9% | Reduced |
| Trustmark National Bank Trust Department | 28,437 | $2.55M | 0.24% | −15,324−35.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 28,650 | $2.57M | 0.03% | −2,435−7.8% | Reduced |
| Resources Management Corp | 28,694 | $2.58M | 0.40% | +28,500+14,690.7% | Added |
| Greenwood Capital Associates LLC | 28,775 | $2.58M | 0.36% | −104−0.4% | Reduced |
| Pinnacle Associates Ltd | 28,798 | $2.58M | 0.04% | +6,333+28.2% | Added |
| Home Federal Bank of Tennessee | 28,863 | $2.59M | 0.92% | −290−1.0% | Reduced |
| Simplex Trading, LLC | 28,917 | $2.60M | 0.11% | +28,917 | New |
| Townsend Asset Management Corp | 28,929 | $2.60M | 1.24% | −238−0.8% | Reduced |
| Citizens Business Bank | 28,967 | $2.60M | 0.58% | +230+0.8% | Added |
| Duality Advisers, LP | 29,030 | $2.61M | 0.33% | +12,578+76.5% | Added |
| Loomis Sayles & Co L P | 29,154 | $2.62M | 0.00% | −4,445−13.2% | Reduced |
| Assetmark, Inc | 29,173 | $2.62M | 0.01% | +8,039+38.0% | Added |
| Te Ahumairangi Investment Management Ltd | 29,289 | $2.63M | 0.36% | +1,540+5.5% | Added |
| Resources Investment Advisors, LLC. | 29,288 | $2.63M | 0.06% | +376+1.3% | Added |
| Bremer Bank National Association | 29,346 | $2.63M | 0.50% | −4,168−12.4% | Reduced |
| Atlantic Union Bankshares Corp | 29,534 | $2.65M | 0.26% | −7,206−19.6% | Reduced |
| Kingsview Wealth Management, LLC | 29,615 | $2.66M | 0.10% | +1,483+5.3% | Added |
| Merit Financial Group, LLC | 29,660 | $2.66M | 0.09% | +2,165+7.9% | Added |
| Richard Bernstein Advisors LLC | 29,713 | $2.67M | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 29,950 | $2.69M | 0.17% | −1,429−4.6% | Reduced |