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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 45,198 | $4.06M | 0.08% | −1,266−2.7% | Reduced |
| Regions Financial Corp | 45,217 | $4.06M | 0.04% | −6,679−12.9% | Reduced |
| Panagora Asset Management Inc | 45,505 | $4.08M | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 45,579 | $4.09M | 2.06% | −100−0.2% | Reduced |
| KBC Group NV | 46,005 | $4.13M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 46,182 | $4.14M | 0.09% | +4,270+10.2% | Added |
| Prospera Financial Services Inc | 46,468 | $4.17M | 0.16% | +7,129+18.1% | Added |
| Cetera Advisors LLC | 46,560 | $4.18M | 0.07% | +1,540+3.4% | Added |
| Peapack Gladstone Financial Corp | 46,614 | $4.18M | 0.07% | −2,541−5.2% | Reduced |
| Money Concepts Capital Corp | 46,778 | $4.20M | 0.43% | −225,951−82.8% | Reduced |
| Kestra Private Wealth Services, LLC | 46,982 | $4.22M | 0.14% | +10,114+27.4% | Added |
| Sigma Planning Corp | 47,238 | $4.24M | 0.15% | −1,567−3.2% | Reduced |
| Pacer Advisors, Inc. | 47,343 | $4.25M | 0.02% | +346+0.7% | Added |
| Crossmark Global Holdings, Inc. | 45,603 | $4.26M | 0.09% | −96−0.2% | Reduced |
| Leavell Investment Management, Inc. | 47,485 | $4.26M | 0.29% | −1,493−3.0% | Reduced |
| Louisiana State Employees Retirement System | 47,700 | $4.28M | 0.09% | −2,400−4.8% | Reduced |
| Alley Investment Management Company, LLC | 47,719 | $4.28M | 0.69% | +1,505+3.3% | Added |
| Chicago Partners Investment Group LLC | 46,497 | $4.30M | 0.22% | +745+1.6% | Added |
| Colonial Trust Co | 47,951 | $4.30M | 1.03% | +108+0.2% | Added |
| Coldstream Capital Management Inc | 47,962 | $4.30M | 0.14% | −1,149−2.3% | Reduced |
| Clough Capital Partners L P | 48,000 | $4.31M | 0.43% | −12,000−20.0% | Reduced |
| Viking Fund Management LLC | 48,150 | $4.32M | 0.82% | +150+0.3% | Added |
| Kettle Hill Capital Management, LLC | 48,559 | $4.36M | 0.86% | −2,406−4.7% | Reduced |
| Pinnacle Financial Partners Inc | 48,616 | $4.36M | 0.11% | −1,591−3.2% | Reduced |
| Atria Investments LLC | 48,656 | $4.37M | 0.08% | −17,758−26.7% | Reduced |
| Family Legacy, Inc. | 48,699 | $4.37M | 1.76% | −29−0.1% | Reduced |
| Highland Capital Management, LLC | 48,809 | $4.38M | 0.28% | −673−1.4% | Reduced |
| Vontobel Holding Ltd. | 50,321 | $4.52M | 0.04% | −412−0.8% | Reduced |
| Park Avenue Securities LLC | 50,988 | $4.58M | 0.07% | +1,033+2.1% | Added |
| SG Americas Securities, LLC | 51,178 | $4.59M | 0.04% | +40,985+402.1% | Added |
| Tufton Capital Management | 51,353 | $4.61M | 0.99% | +1,712+3.4% | Added |
| Founders Financial Alliance, LLC | 51,969 | $4.66M | 1.84% | +4,904+10.4% | Added |
| Opus Investment Management Inc | 52,000 | $4.67M | 1.68% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 52,104 | $4.68M | 2.97% | −3,925−7.0% | Reduced |
| FORA Capital, LLC | 52,451 | $4.71M | 0.67% | +46,164+734.3% | Added |
| Marco Investment Management LLC | 52,490 | $4.71M | 0.51% | −172−0.3% | Reduced |
| JustInvest LLC | 52,652 | $4.72M | 0.14% | +1,886+3.7% | Added |
| Centiva Capital, LP | 53,371 | $4.79M | 0.24% | +28,562+115.1% | Added |
| HRT Financial LP | 53,880 | $4.83M | 0.05% | +34,748+181.6% | Added |
| Principal Street Partners, LLC | 54,071 | $4.85M | 1.15% | −1,654−3.0% | Reduced |
| Hartford Investment Management Co | 54,162 | $4.86M | 0.18% | −10,797−16.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 54,199 | $4.86M | 1.59% | +2,057+3.9% | Added |
| Churchill Management Corp | 54,429 | $4.88M | 0.08% | +54,429 | New |
| Prime Capital Investment Advisors, LLC | 54,779 | $4.92M | 0.10% | +11,818+27.5% | Added |
| Beacon Financial Group | 55,381 | $4.92M | 0.67% | −305−0.5% | Reduced |
| Eagle Global Advisors LLC | 54,873 | $4.92M | 0.32% | −2,704−4.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 54,930 | $4.93M | 0.47% | +4,077+8.0% | Added |
| Central Trust Co | 55,649 | $4.99M | 0.14% | −358−0.6% | Reduced |
| Covington Investment Advisors Inc. | 55,942 | $5.02M | 1.00% | +2,285+4.3% | Added |
| Commerzbank Aktiengesellschaft | 55,975 | $5.02M | 0.25% | +8,071+16.8% | Added |
| Estabrook Capital Management | 56,125 | $5.04M | 0.84% | −212−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,503 | $5.07M | 0.08% | −246−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 56,638 | $5.08M | 0.66% | +10,999+24.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 57,809 | $5.15M | 0.07% | +11,426+24.6% | Added |
| Moors & Cabot, Inc. | 57,609 | $5.17M | 0.34% | +1,378+2.5% | Added |
| Beacon Pointe Advisors, LLC | 58,440 | $5.24M | 0.09% | −8,435−12.6% | Reduced |
| Canal Capital Management, LLC | 58,572 | $5.26M | 1.06% | +4,582+8.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 58,668 | $5.26M | 0.25% | −123−0.2% | Reduced |
| Maryland State Retirement & Pension System | 58,884 | $5.28M | 0.11% | −2,071−3.4% | Reduced |
| Farmers Trust Co | 59,767 | $5.36M | 1.15% | +639+1.1% | Added |
| Capital Investment Advisors, LLC | 59,851 | $5.37M | 0.16% | −2,666−4.3% | Reduced |
| Brown Advisory Inc | 60,007 | $5.39M | 0.01% | −3,009−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 60,041 | $5.39M | 0.06% | +300+0.5% | Added |
| HB Wealth Management, LLC | 60,137 | $5.40M | 0.09% | +3,626+6.4% | Added |
| Daiwa Securities Group Inc. | 60,589 | $5.44M | 0.04% | +1,126+1.9% | Added |
| Alaska Permanent Fund Corp | 60,937 | $5.47M | 0.11% | +60,937 | New |
| Windward Capital Management Co | 61,102 | $5.48M | 0.50% | 00.0% | Unchanged |
| Novare Capital Management LLC | 61,595 | $5.53M | 0.59% | +1,590+2.6% | Added |
| NewSquare Capital LLC | 61,707 | $5.54M | 0.58% | +4,115+7.1% | Added |
| Kentucky Retirement Systems | 61,962 | $5.56M | 0.19% | +1,080+1.8% | Added |
| Oak Harvest Investment Services | 62,159 | $5.58M | 1.25% | +11,194+22.0% | Added |
| ProVise Management Group, LLC | 62,228 | $5.58M | 0.51% | −5,134−7.6% | Reduced |
| Securian Asset Management, Inc | 62,772 | $5.63M | 0.14% | −860−1.4% | Reduced |
| Fayez Sarofim & Co | 63,178 | $5.67M | 0.02% | +2,314+3.8% | Added |
| TownSquare Capital, LLC | 63,222 | $5.67M | 0.10% | +22,348+54.7% | Added |
| BCM Advisors, LLC | 60,838 | $5.68M | 1.52% | 00.0% | Unchanged |
| Camden National Bank | 63,336 | $5.68M | 1.11% | +426+0.7% | Added |
| Tompkins Financial Corp | 63,479 | $5.70M | 0.89% | −3,569−5.3% | Reduced |
| Natixis | 63,649 | $5.71M | 0.05% | +47,202+287.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 63,680 | $5.71M | 0.03% | +63,680 | New |
| Robeco Institutional Asset Management B.V. | 63,972 | $5.74M | 0.02% | +15,796+32.8% | Added |
| Advocate Group LLC | 64,528 | $5.79M | 1.27% | −1,150−1.8% | Reduced |
| Soltis Investment Advisors LLC | 64,606 | $5.80M | 0.67% | +9,537+17.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 64,665 | $5.80M | 1.26% | +1,207+1.9% | Added |
| Wesbanco Bank Inc | 65,940 | $5.92M | 0.25% | −2,957−4.3% | Reduced |
| Cincinnati Casualty Co | 66,300 | $5.95M | 3.61% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 66,532 | $5.97M | 0.07% | −66,882−50.1% | Reduced |
| Advisory Services Network, LLC | 66,817 | $6.00M | 0.16% | −1,438−2.1% | Reduced |
| Greenland Capital Management LP | 66,914 | $6.00M | 0.86% | −33,225−33.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 67,141 | $6.03M | 0.78% | +4,020+6.4% | Added |
| Strategic Advisors LLC | 67,400 | $6.05M | 1.15% | −893−1.3% | Reduced |
| Insight Folios Inc | 67,878 | $6.09M | 2.55% | +4,239+6.7% | Added |
| FineMark National Bank & Trust | 67,906 | $6.09M | 0.25% | −2,499−3.5% | Reduced |
| Wasatch Advisors Inc | 68,100 | $6.11M | 0.04% | +2,050+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 68,170 | $6.12M | 0.09% | −3,385−4.7% | Reduced |
| Bank of Nova Scotia | 68,171 | $6.12M | 0.02% | −49,323−42.0% | Reduced |
| First PREMIER Bank | 68,566 | $6.15M | 1.76% | +169+0.2% | Added |
| Nordea Investment Management AB | 69,196 | $6.18M | 0.01% | −134−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 69,018 | $6.19M | 0.07% | +2,317+3.5% | Added |
| British Columbia Investment Management Corp | 69,500 | $6.24M | 0.06% | +602+0.9% | Added |