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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 161,599 | $14.5M | 0.13% | +1,067+0.7% | Added |
| Forsta Ap-Fonden | 161,800 | $14.5M | 0.16% | −76,300−32.0% | Reduced |
| Tocqueville Asset Management L.P. | 162,138 | $14.6M | 0.26% | −1,280−0.8% | Reduced |
| CWA Asset Management Group, LLC | 162,829 | $14.6M | 1.00% | +6,078+3.9% | Added |
| Swiss Life Asset Management Ltd | 162,921 | $14.6M | 0.22% | −88,237−35.1% | Reduced |
| Financial Counselors Inc | 162,935 | $14.6M | 0.30% | −1,473−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 167,921 | $15.1M | 0.60% | +164,748+5,192.2% | Added |
| Janus Henderson Group PLC | 168,810 | $15.1M | 0.01% | +47,057+38.6% | Added |
| Public Sector Pension Investment Board | 169,371 | $15.2M | 0.11% | −2,023−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 172,574 | $15.5M | 0.23% | +2,234+1.3% | Added |
| Retirement Systems of Alabama | 175,151 | $15.7M | 0.07% | −52,440−23.0% | Reduced |
| Lockheed Martin Investment Management Co | 176,210 | $15.8M | 0.91% | +47,180+36.6% | Added |
| Payden & Rygel | 176,290 | $15.8M | 1.12% | −40,900−18.8% | Reduced |
| Hyman Charles D | 176,895 | $15.9M | 1.00% | −287−0.2% | Reduced |
| Assenagon Asset Management S.A. | 178,688 | $16.0M | 0.06% | +19,836+12.5% | Added |
| Godsey & Gibb Associates | 187,358 | $16.8M | 1.91% | +207+0.1% | Added |
| Deprince Race & Zollo Inc | 187,848 | $16.9M | 0.39% | −4,017−2.1% | Reduced |
| Standard Life Aberdeen plc | 190,715 | $17.1M | 0.04% | −2,672−1.4% | Reduced |
| Guggenheim Capital LLC | 191,379 | $17.2M | 0.14% | +22,100+13.1% | Added |
| Thomasville National Bank | 191,708 | $17.2M | 1.64% | +6,775+3.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 193,632 | $17.4M | 0.36% | +20,000+11.5% | Added |
| MetLife Investment Management | 195,611 | $17.6M | 0.13% | −3,108−1.6% | Reduced |
| Calamos Advisors LLC | 196,076 | $17.6M | 0.09% | −299−0.2% | Reduced |
| Amalgamated Bank | 196,248 | $17.6M | 0.14% | −6,221−3.1% | Reduced |
| Davenport & Co LLC | 201,358 | $18.1M | 0.14% | +31,777+18.7% | Added |
| American International Group, Inc. | 201,814 | $18.1M | 0.11% | +551+0.3% | Added |
| Adage Capital Partners GP, L.L.C. | 205,313 | $18.4M | 0.04% | −165,700−44.7% | Reduced |
| Huntington National Bank | 207,010 | $18.6M | 0.17% | +9,321+4.7% | Added |
| Van Eck Associates Corp | 208,507 | $18.7M | 0.04% | −54,943−20.9% | Reduced |
| Squarepoint Ops LLC | 208,690 | $18.7M | 0.10% | +49,373+31.0% | Added |
| USS Investment Management Ltd | 211,020 | $18.9M | 0.23% | 00.0% | Unchanged |
| Vestcor Inc | 211,703 | $19.0M | 0.69% | −2,911−1.4% | Reduced |
| State of Michigan Retirement System | 211,936 | $19.0M | 0.12% | +500+0.2% | Added |
| Teacher Retirement System of Texas | 214,509 | $19.3M | 0.13% | +26,041+13.8% | Added |
| Duff & Phelps Investment Management Co | 216,004 | $19.4M | 0.24% | +33,300+18.2% | Added |
| Cetera Advisor Networks LLC | 217,332 | $19.5M | 0.14% | +2,936+1.4% | Added |
| Bokf, NA | 218,642 | $19.6M | 0.40% | −3,219−1.5% | Reduced |
| Arizona State Retirement System | 220,286 | $19.8M | 0.16% | +10,026+4.8% | Added |
| Cerity Partners LLC | 223,265 | $20.0M | 0.08% | +22,356+11.1% | Added |
| Creative Planning | 228,617 | $20.5M | 0.03% | −1,053−0.5% | Reduced |
| Energy Income Partners, LLC | 231,912 | $20.8M | 0.44% | +105,177+83.0% | Added |
| Sabal Trust CO | 235,259 | $21.1M | 1.34% | +4,300+1.9% | Added |
| Synovus Financial Corp | 236,422 | $21.2M | 0.23% | +2,358+1.0% | Added |
| STRS Ohio | 238,890 | $21.4M | 0.09% | −11,336−4.5% | Reduced |
| CIBC Asset Management Inc | 242,077 | $21.7M | 0.09% | −120.0% | Reduced |
| Liberty One Investment Management, LLC | 242,364 | $21.7M | 2.82% | +13,576+5.9% | Added |
| Fukoku Mutual Life Insurance Co | 242,639 | $21.8M | 2.05% | −1,791−0.7% | Reduced |
| IFM Investors Pty Ltd | 243,964 | $21.9M | 0.29% | +69,239+39.6% | Added |
| Susquehanna International Group, LLP | 251,611 | $22.6M | 0.04% | −175,412−41.1% | Reduced |
| MML Investors Services, LLC | 253,120 | $22.7M | 0.13% | +40,734+19.2% | Added |
| Renaissance Technologies LLC | 253,162 | $22.7M | 0.03% | −268,900−51.5% | Reduced |
| Marshall Wace, LLP | 258,859 | $23.2M | 0.05% | +93,554+56.6% | Added |
| Bruce & Co., Inc. | 260,319 | $23.4M | 6.55% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 264,199 | $23.7M | 0.11% | +654+0.2% | Added |
| Pinebridge Investments, L.P. | 264,388 | $23.7M | 0.26% | +252,905+2,202.4% | Added |
| Alps Advisors Inc | 267,222 | $24.0M | 0.21% | −10,070−3.6% | Reduced |
| Bollard Group LLC | 268,283 | $24.1M | 0.82% | +2,792+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,381 | $24.9M | 0.11% | +9,560+3.6% | Added |
| Mayflower Financial Advisors, LLC | 286,381 | $25.7M | 3.33% | −390.0% | Reduced |
| Clark Capital Management Group, Inc. | 288,697 | $25.9M | 0.23% | +8,887+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 290,918 | $26.1M | 0.06% | −727−0.2% | Reduced |
| Advisors Capital Management, LLC | 296,225 | $26.6M | 0.63% | +44,797+17.8% | Added |
| Millennium Management LLC | 297,385 | $26.7M | 0.03% | +241,380+431.0% | Added |
| TD Asset Management Inc | 301,561 | $27.1M | 0.03% | −11,267−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 304,353 | $27.3M | 0.04% | −213,571−41.2% | Reduced |
| Fifth Third Bancorp | 305,835 | $27.4M | 0.12% | +450+0.1% | Added |
| Cincinnati Financial Corp | 310,000 | $27.8M | 0.64% | 00.0% | Unchanged |
| M&T Bank Corp | 311,413 | $27.9M | 0.10% | −1,719−0.5% | Reduced |
| Foundry Partners, LLC | 321,082 | $28.8M | 1.76% | +321,082 | New |
| WestEnd Advisors, LLC | 321,756 | $28.9M | 0.85% | – | – |
| Commerce Bank | 330,192 | $29.6M | 0.22% | −3,922−1.2% | Reduced |
| Umb Bank N A | 330,898 | $29.7M | 0.45% | +1,275+0.4% | Added |
| Magellan Asset Management Ltd | 330,969 | $29.7M | 0.26% | +40,669+14.0% | Added |
| Jane Street Group, LLC | 332,591 | $29.8M | 0.04% | +199,157+149.3% | Added |
| Treasurer of the State of North Carolina | 337,165 | $30.3M | 0.16% | +180+0.1% | Added |
| CI Private Wealth, LLC | 340,454 | $30.5M | 0.07% | +206,142+153.5% | Added |
| Vaughan David Investments LLC | 346,897 | $31.1M | 0.91% | +11,820+3.5% | Added |
| National Bank of Canada | 350,527 | $31.6M | 0.06% | +231,366+194.2% | Added |
| Crawford Investment Counsel Inc | 361,931 | $32.5M | 0.66% | +93,126+34.6% | Added |
| Qube Research & Technologies Ltd | 367,524 | $33.0M | 0.13% | +338,192+1,153.0% | Added |
| Gabelli Funds LLC | 367,900 | $33.0M | 0.25% | 00.0% | Unchanged |
| Great West Life Assurance Co | 389,145 | $35.1M | 0.08% | −15,781−3.9% | Reduced |
| Natixis Advisors, L.P. | 399,851 | $35.9M | 0.11% | −85,649−17.6% | Reduced |
| Asset Management One Co.,Ltd. | 400,533 | $35.9M | 0.15% | −7,990−2.0% | Reduced |
| Morningstar Investment Services LLC | 404,306 | $36.0M | 0.46% | −1,500−0.4% | Reduced |
| State of Wisconsin Investment Board | 401,320 | $36.0M | 0.10% | −212,882−34.7% | Reduced |
| Kayne Anderson Capital Advisors LP | 418,515 | $37.6M | 1.13% | −6,235−1.5% | Reduced |
| US Bancorp | 426,117 | $38.2M | 0.06% | −15,342−3.5% | Reduced |
| Captrust Financial Advisors | 438,089 | $39.3M | 0.15% | −11,598−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 446,781 | $40.1M | 0.15% | −4,086−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 461,219 | $41.4M | 0.14% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 477,921 | $42.9M | 0.17% | −30,544−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 484,883 | $43.5M | 0.07% | +20,547+4.4% | Added |
| Edgar Lomax Co | 486,111 | $43.6M | 2.87% | −7,090−1.4% | Reduced |
| Toronto Dominion Bank | 491,952 | $44.1M | 0.07% | +39,035+8.6% | Added |
| Brandywine Global Investment Management, LLC | 499,431 | $44.8M | 0.37% | −43,324−8.0% | Reduced |
| Korea Investment CORP | 501,448 | $45.0M | 0.13% | −66,734−11.7% | Reduced |
| SEI Investments Co | 514,396 | $46.2M | 0.08% | +38,842+8.2% | Added |
| Cincinnati Insurance Co | 523,600 | $47.0M | 0.89% | 00.0% | Unchanged |
| Pictet Asset Management SA | 527,190 | $47.3M | 0.06% | −16,968−3.1% | Reduced |