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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 70,480 | $6.32M | 0.04% | +13,945+24.7% | Added |
| Sequoia Financial Advisors, LLC | 71,798 | $6.44M | 0.11% | +11,719+19.5% | Added |
| Snowden Capital Advisors LLC | 72,036 | $6.46M | 0.23% | +2,117+3.0% | Added |
| Calamos Wealth Management LLC | 72,120 | $6.47M | 0.48% | −1,642−2.2% | Reduced |
| Agf Management Ltd | 72,630 | $6.52M | 0.05% | +5,401+8.0% | Added |
| Private Advisor Group, LLC | 71,859 | $6.53M | 0.06% | +4,549+6.8% | Added |
| Welch & Forbes LLC | 73,157 | $6.57M | 0.10% | −118−0.2% | Reduced |
| Savant Capital, LLC | 73,312 | $6.58M | 0.10% | +25,375+52.9% | Added |
| Biondo Investment Advisors, LLC | 73,516 | $6.60M | 1.22% | +1,939+2.7% | Added |
| Geneos Wealth Management Inc. | 74,228 | $6.66M | 0.35% | +12,729+20.7% | Added |
| TD Private Client Wealth LLC | 74,283 | $6.67M | 0.29% | +5,087+7.4% | Added |
| Glenmede Trust Co NA | 69,999 | $6.75M | 0.04% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 75,264 | $6.75M | 1.57% | +1,672+2.3% | Added |
| Keybank National Association | 76,107 | $6.83M | 0.03% | +398+0.5% | Added |
| Anchor Investment Management, LLC | 76,120 | $6.83M | 0.87% | +5,456+7.7% | Added |
| New England Asset Management Inc | 76,630 | $6.88M | 1.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 77,381 | $6.94M | 0.66% | −280−0.4% | Reduced |
| Raymond James Trust N.A. | 77,720 | $6.97M | 0.20% | +3,698+5.0% | Added |
| Gulf International Bank (UK) Ltd | 77,756 | $6.98M | 0.17% | −21,996−22.1% | Reduced |
| Atria Wealth Solutions, Inc. | 77,828 | $6.98M | 0.10% | +8,012+11.5% | Added |
| Smith, Salley & Associates | 78,529 | $7.05M | 0.52% | −1,579−2.0% | Reduced |
| Capital Investment Advisory Services, LLC | 78,678 | $7.06M | 0.70% | +8,536+12.2% | Added |
| Colony Group LLC | 79,579 | $7.14M | 0.10% | +2,711+3.5% | Added |
| Dean Investment Associates, LLC | 81,501 | $7.31M | 1.19% | +2,091+2.6% | Added |
| Prudential PLC | 81,968 | $7.36M | 0.09% | +2,277+2.9% | Added |
| National Asset Management, Inc. | 82,430 | $7.40M | 0.17% | +79+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,487 | $7.40M | 0.11% | +2,182+2.7% | Added |
| Nissay Asset Management Corp | 83,771 | $7.52M | 0.06% | −1,155−1.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 84,100 | $7.55M | 0.10% | +37,500+80.5% | Added |
| Jones Financial Companies LLLP | 84,781 | $7.61M | 0.01% | −533−0.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 85,018 | $7.63M | 2.18% | −5,325−5.9% | Reduced |
| Patten & Patten Inc | 85,023 | $7.63M | 0.63% | +3,187+3.9% | Added |
| Zions Bancorporation, N.A. | 85,493 | $7.67M | 0.65% | +8,092+10.5% | Added |
| Bell Bank | 85,656 | $7.69M | 0.81% | −3,997−4.5% | Reduced |
| First Citizens Bank & Trust Co | 85,762 | $7.70M | 0.14% | +9,380+12.3% | Added |
| South State Corp. | 86,456 | $7.76M | 0.69% | −3,546−3.9% | Reduced |
| Romano Brothers and Company | 87,015 | $7.81M | 1.16% | +2,348+2.8% | Added |
| Wealthfront Advisers LLC | 87,089 | $7.82M | 0.03% | +21,302+32.4% | Added |
| Laurel Wealth Advisors LLC | 90,104 | $8.09M | 1.63% | +1,267+1.4% | Added |
| CIBC World Markets Corp | 90,323 | $8.11M | 0.07% | +51,385+132.0% | Added |
| Czech National Bank | 91,229 | $8.19M | 0.19% | +519+0.6% | Added |
| Xponance, Inc. | 91,644 | $8.22M | 0.11% | −142−0.2% | Reduced |
| Linscomb & Williams, Inc. | 94,383 | $8.47M | 0.46% | −3,453−3.5% | Reduced |
| GWM Advisors LLC | 94,576 | $8.49M | 0.10% | +4,258+4.7% | Added |
| Decade Renewable Partners LP | 94,900 | $8.52M | 3.94% | +94,900 | New |
| Farmers & Merchants Investments Inc | 95,127 | $8.54M | 0.32% | −1,048−1.1% | Reduced |
| State of Alaska, Department of Revenue | 95,485 | $8.57M | 0.10% | −30,487−24.2% | Reduced |
| Oppenheimer & Co Inc | 95,975 | $8.61M | 0.17% | +17,935+23.0% | Added |
| Blair William & Co | 97,268 | $8.73M | 0.03% | −567−0.6% | Reduced |
| Beck Bode, LLC | 98,007 | $8.79M | 2.14% | +98,007 | New |
| Holocene Advisors, LP | 98,281 | $8.82M | 0.04% | +53,897+121.4% | Added |
| ARS Wealth Advisors Group, LLC | 99,655 | $8.94M | 1.42% | +1,303+1.3% | Added |
| Kestra Advisory Services, LLC | 100,531 | $9.02M | 0.09% | +3,059+3.1% | Added |
| Capstone Investment Advisors, LLC | 102,402 | $9.19M | 0.27% | +41,606+68.4% | Added |
| Element Capital Management LLC | 103,156 | $9.26M | 0.63% | +5,364+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,345 | $9.27M | 0.03% | +13,075+14.5% | Added |
| Schroder Investment Management Group | 103,810 | $9.32M | 0.01% | +1,555+1.5% | Added |
| New York Life Investment Management LLC | 109,309 | $9.81M | 0.10% | +172+0.2% | Added |
| Bogart Wealth, LLC | 110,546 | $9.92M | 0.63% | +1,211+1.1% | Added |
| Mutual of America Capital Management LLC | 110,841 | $9.95M | 0.11% | +664+0.6% | Added |
| Willis Investment Counsel | 111,460 | $10.0M | 0.65% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 115,237 | $10.3M | 0.06% | −936−0.8% | Reduced |
| Mercer Global Advisors Inc | 116,234 | $10.4M | 0.04% | +33,558+40.6% | Added |
| Clarity Financial LLC | 117,080 | $10.5M | 1.56% | +109,349+1,414.4% | Added |
| Cetera Investment Advisers | 117,195 | $10.5M | 0.09% | +14,063+13.6% | Added |
| ProShare Advisors LLC | 118,365 | $10.6M | 0.03% | +2,491+2.1% | Added |
| Independent Advisor Alliance | 118,776 | $10.7M | 0.47% | +64+0.1% | Added |
| Hennessy Advisors Inc | 119,487 | $10.7M | 0.77% | −2,700−2.2% | Reduced |
| State of Tennessee, Treasury Department | 120,464 | $10.8M | 0.05% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 120,562 | $10.8M | 3.56% | +1,479+1.2% | Added |
| Public Employees Retirement Association of Colorado | 120,616 | $10.8M | 0.05% | −3,559−2.9% | Reduced |
| Meyer Handelman Co | 121,700 | $10.9M | 0.44% | −833−0.7% | Reduced |
| Balyasny Asset Management LLC | 123,498 | $11.1M | 0.03% | +108,946+748.7% | Added |
| Illinois Municipal Retirement Fund | 124,075 | $11.1M | 0.22% | −117,928−48.7% | Reduced |
| Rockefeller Capital Management L.P. | 125,505 | $11.3M | 0.04% | +4,558+3.8% | Added |
| South Dakota Investment Council | 126,023 | $11.3M | 0.24% | +44,639+54.8% | Added |
| D.A. Davidson & Co. | 127,592 | $11.5M | 0.12% | +31,058+32.2% | Added |
| Brookstone Capital Management | 128,443 | $11.5M | 0.23% | +104,834+444.0% | Added |
| Guardian Capital Advisors LP | 126,146 | $11.7M | 1.32% | +3,169+2.6% | Added |
| Cornerstone Capital, Inc. | 130,793 | $11.7M | 1.36% | +2,875+2.2% | Added |
| Beck Mack & Oliver LLC | 131,060 | $11.8M | 0.31% | −2,248−1.7% | Reduced |
| Utah Retirement Systems | 132,386 | $11.9M | 0.16% | −4,700−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 132,434 | $11.9M | 0.05% | +4,066+3.2% | Added |
| Yousif Capital Management, LLC | 133,423 | $12.0M | 0.15% | +1,921+1.5% | Added |
| DekaBank Deutsche Girozentrale | 136,759 | $12.2M | 0.03% | −6,517−4.5% | Reduced |
| Brinker Capital Investments, LLC | 139,068 | $12.5M | 0.13% | +17,605+14.5% | Added |
| Orion Portfolio Solutions, LLC | 139,068 | $12.5M | 0.13% | +17,605+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 139,951 | $12.6M | 0.02% | −2,606−1.8% | Reduced |
| AE Wealth Management LLC | 142,352 | $12.8M | 0.08% | −14,994−9.5% | Reduced |
| Colonial Trust Advisors | 143,878 | $12.9M | 1.43% | −3,619−2.5% | Reduced |
| Stephens Inc | 144,882 | $13.0M | 0.23% | +7,804+5.7% | Added |
| Caisse de Depot Et Placement du Quebec | 145,100 | $13.0M | 0.03% | +23,900+19.7% | Added |
| Janney Capital Management LLC | 146,439 | $13.1M | 0.91% | +3,234+2.3% | Added |
| Gratus Capital LLC | 147,166 | $13.2M | 0.91% | +3,840+2.7% | Added |
| Royal London Asset Management Ltd | 147,751 | $13.3M | 0.04% | +52,428+55.0% | Added |
| Canal Insurance CO | 150,166 | $13.5M | 3.79% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 150,289 | $13.5M | 1.40% | +20,646+15.9% | Added |
| ING Groep NV | 150,758 | $13.5M | 0.10% | +88,017+140.3% | Added |
| Cantor Fitzgerald, L. P. | 153,375 | $13.8M | 0.32% | +564+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 160,355 | $14.4M | 0.14% | −3,943−2.4% | Reduced |