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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 29,996 | $2.69M | 0.10% | −37−0.1% | Reduced |
| Cohen Capital Management, Inc. | 30,133 | $2.70M | 0.53% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 30,236 | $2.71M | 0.40% | +565+1.9% | Added |
| Simmons Bank | 30,280 | $2.72M | 0.23% | +24+0.1% | Added |
| Integrated Wealth Concepts LLC | 30,379 | $2.73M | 0.05% | +2,424+8.7% | Added |
| Citadel Advisors LLC | 30,452 | $2.73M | 0.00% | −440,050−93.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,555 | $2.74M | 0.18% | −737−2.4% | Reduced |
| IFG Advisory, LLC | 30,616 | $2.75M | 0.24% | +3,142+11.4% | Added |
| Farmers National Bank | 31,052 | $2.79M | 0.95% | +840+2.8% | Added |
| Stonebridge Capital Advisors LLC | 31,116 | $2.79M | 0.30% | +1,456+4.9% | Added |
| Pegasus Asset Management, Inc. | 31,210 | $2.80M | 1.25% | +597+2.0% | Added |
| Bahl & Gaynor Inc | 31,418 | $2.82M | 0.02% | +923+3.0% | Added |
| Thompson Siegel & Walmsley LLC | 31,469 | $2.82M | 0.04% | +14,980+90.8% | Added |
| Keene & Associates, Inc. | 31,477 | $2.82M | 2.19% | +332+1.1% | Added |
| Lido Advisors, LLC | 31,525 | $2.83M | 0.03% | +763+2.5% | Added |
| TD Waterhouse Canada Inc. | 28,747 | $2.86M | 0.03% | +11,045+62.4% | Added |
| First County Bank | 32,071 | $2.88M | 1.40% | +1,317+4.3% | Added |
| Profund Advisors LLC | 32,080 | $2.88M | 0.15% | −2,899−8.3% | Reduced |
| Walleye Capital LLC | 32,086 | $2.88M | 0.05% | +32,086 | New |
| Hennion & Walsh Asset Management, Inc. | 32,254 | $2.89M | 0.17% | −1,096−3.3% | Reduced |
| Lynch & Associates | 32,270 | $2.90M | 0.74% | −558−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,374 | $2.90M | 0.07% | +9,665+42.6% | Added |
| Raleigh Capital Management Inc. | 32,453 | $2.91M | 1.45% | +2,253+7.5% | Added |
| Jackson Hole Capital Partners, LLC | 32,656 | $2.93M | 0.80% | −1,617−4.7% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $2.93M | 0.33% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 32,739 | $2.94M | 2.48% | −400−1.2% | Reduced |
| Tectonic Advisors LLC | 32,902 | $2.95M | 0.36% | +4,067+14.1% | Added |
| Bragg Financial Advisors, Inc | 32,928 | $2.95M | 0.16% | +456+1.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 32,991 | $2.96M | 1.47% | −3,261−9.0% | Reduced |
| Apollon Wealth Management, LLC | 33,077 | $2.97M | 0.14% | +10,963+49.6% | Added |
| Constitution Capital LLC | 33,123 | $2.97M | 1.69% | −2,454−6.9% | Reduced |
| Strategy Asset Managers LLC | 33,194 | $2.98M | 0.66% | +4,785+16.8% | Added |
| Evercore Wealth Management, LLC | 33,360 | $2.99M | 0.05% | +1,243+3.9% | Added |
| Montag A & Associates Inc | 33,416 | $3.00M | 0.18% | +125+0.4% | Added |
| Metropolitan Life Insurance Co | 33,584 | $3.01M | 0.15% | −856−2.5% | Reduced |
| Sentinel Trust Co Lba | 33,839 | $3.04M | 0.41% | 00.0% | Unchanged |
| Logan Capital Management Inc | 34,072 | $3.06M | 0.15% | −44−0.1% | Reduced |
| CWM, LLC | 34,355 | $3.08M | 0.02% | +252+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 34,536 | $3.10M | 0.10% | +1,112+3.3% | Added |
| Banque Pictet & Cie SA | 34,567 | $3.10M | 0.03% | −9,301−21.2% | Reduced |
| Nomura Holdings Inc | 34,599 | $3.10M | 0.03% | −437−1.2% | Reduced |
| Allianz Asset Management GmbH | 34,849 | $3.13M | 0.01% | +1,102+3.3% | Added |
| Lakeview Capital Partners, LLC | 35,302 | $3.17M | 0.59% | +2,937+9.1% | Added |
| Regal Investment Advisors LLC | 35,451 | $3.18M | 0.27% | +2,058+6.2% | Added |
| Azimuth Capital Investment Management LLC | 35,497 | $3.19M | 0.15% | −929−2.6% | Reduced |
| PATRIZIA Pty Ltd | 35,535 | $3.19M | 2.62% | −5,380−13.1% | Reduced |
| Royal Fund Management, LLC | 35,743 | $3.21M | 0.45% | −1,143−3.1% | Reduced |
| Rothschild Investment Corp | 35,762 | $3.21M | 0.27% | −1,790−4.8% | Reduced |
| Gotham Asset Management, LLC | 35,808 | $3.21M | 0.07% | +26,463+283.2% | Added |
| Capital Fund Management S.A. | 36,022 | $3.23M | 0.05% | −76,737−68.1% | Reduced |
| Putnam Investments LLC | 36,082 | $3.24M | 0.00% | +1,131+3.2% | Added |
| Sowell Financial Services LLC | 36,352 | $3.26M | 0.18% | +11,874+48.5% | Added |
| Jarislowsky, Fraser Ltd | 36,394 | $3.27M | 0.02% | −350−1.0% | Reduced |
| Cypress Capital Group | 37,023 | $3.32M | 0.48% | −2,836−7.1% | Reduced |
| Wolverine Trading, LLC | 37,472 | $3.33M | 0.04% | +7,710+25.9% | Added |
| Providence Capital Advisors, LLC | 37,200 | $3.34M | 0.85% | +524+1.4% | Added |
| Close Asset Management Ltd | 37,241 | $3.34M | 0.16% | −700−1.8% | Reduced |
| New Mexico Educational Retirement Board | 37,360 | $3.35M | 0.15% | +1,700+4.8% | Added |
| Birmingham Capital Management Co Inc | 37,399 | $3.36M | 1.41% | −1,983−5.0% | Reduced |
| Ascent Group, LLC | 36,634 | $3.38M | 0.37% | +805+2.2% | Added |
| Hall Capital Management Co Inc | 37,643 | $3.38M | 1.91% | +1,739+4.8% | Added |
| Modera Wealth Management, LLC | 37,830 | $3.39M | 0.06% | +37,830 | New |
| First Bank & Trust | 37,869 | $3.40M | 0.86% | +6,350+20.1% | Added |
| CIBC World Markets Inc. | 38,248 | $3.43M | 0.01% | −2,913−7.1% | Reduced |
| Siemens Fonds Invest GmbH | 38,746 | $3.46M | 0.34% | −574−1.5% | Reduced |
| Edge Capital Group, LLC | 39,269 | $3.52M | 0.20% | −1,161−2.9% | Reduced |
| Argyle Capital Management Inc. | 39,491 | $3.54M | 1.28% | −816−2.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,561 | $3.55M | 0.48% | −6,735−14.5% | Reduced |
| Norinchukin Bank, The | 39,702 | $3.56M | 0.06% | −1,298−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 39,770 | $3.57M | 0.01% | −99−0.2% | Reduced |
| Sky Investment Group LLC | 39,849 | $3.58M | 0.78% | +898+2.3% | Added |
| Boston Research & Management Inc | 39,860 | $3.58M | 1.01% | +1,347+3.5% | Added |
| United Fire Group Inc | 40,000 | $3.59M | 2.77% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 40,054 | $3.59M | 0.14% | −1,122−2.7% | Reduced |
| Metis Global Partners, LLC | 40,128 | $3.60M | 0.19% | +16,032+66.5% | Added |
| Level Four Advisory Services, LLC | 40,210 | $3.61M | 0.22% | +315+0.8% | Added |
| Johnson Investment Counsel Inc | 40,354 | $3.62M | 0.04% | +2,312+6.1% | Added |
| Holderness Investments Co | 40,736 | $3.66M | 1.35% | −99−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,767 | $3.66M | 1.00% | +1,013+2.5% | Added |
| Nisa Investment Advisors, LLC | 40,977 | $3.68M | 0.03% | −8,025−16.4% | Reduced |
| Stock Yards Bank & Trust Co | 41,407 | $3.72M | 0.14% | +3,931+10.5% | Added |
| First Horizon Advisors, Inc. | 41,505 | $3.72M | 0.13% | +926+2.3% | Added |
| Salem Investment Counselors Inc | 41,627 | $3.74M | 0.14% | −94−0.2% | Reduced |
| Wolverine Asset Management LLC | 41,729 | $3.74M | 0.07% | −32,806−44.0% | Reduced |
| First National Bank of Omaha | 41,925 | $3.76M | 0.22% | −619−1.5% | Reduced |
| Stamos Capital Partners, L.P. | 41,970 | $3.77M | 0.88% | +10,360+32.8% | Added |
| Whitener Capital Management, Inc. | 42,211 | $3.79M | 1.45% | +661+1.6% | Added |
| Tiaa, FSB | 42,226 | $3.79M | 0.01% | −80,881−65.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 42,450 | $3.81M | 2.35% | +16,170+61.5% | Added |
| Schnieders Capital Management LLC | 42,856 | $3.85M | 0.80% | +44+0.1% | Added |
| Verition Fund Management LLC | 43,214 | $3.88M | 0.06% | −141,632−76.6% | Reduced |
| Intact Investment Management Inc. | 43,300 | $3.89M | 0.16% | −20,000−31.6% | Reduced |
| Ieq Capital, LLC | 43,844 | $3.93M | 0.08% | −2,000−4.4% | Reduced |
| Seven Springs Wealth Group, LLC | 44,170 | $3.96M | 1.88% | +17,788+67.4% | Added |
| Harvest Portfolios Group Inc. | 44,196 | $3.97M | 0.18% | +4,289+10.7% | Added |
| Beacon Investment Advisory Services, Inc. | 44,308 | $3.98M | 0.18% | −625−1.4% | Reduced |
| Cornerstone Advisors, LLC | 44,700 | $4.01M | 0.19% | +42,500+1,931.8% | Added |
| Argent Trust Co | 44,813 | $4.02M | 0.22% | +2,434+5.7% | Added |
| Benedict Financial Advisors Inc | 44,825 | $4.02M | 1.11% | +707+1.6% | Added |
| Fulton Bank, N.A. | 44,972 | $4.04M | 0.20% | +1,271+2.9% | Added |