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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 529,591 | $47.5M | 0.05% | +2,401+0.5% | Added |
| Commonwealth Equity Services, LLC | 532,190 | $47.8M | 0.10% | +11,708+2.2% | Added |
| Mackenzie Financial Corp | 532,614 | $48.3M | 0.07% | +303,826+132.8% | Added |
| HighTower Advisors, LLC | 538,744 | $48.3M | 0.10% | +26,940+5.3% | Added |
| Old Republic International Corporation | 560,731 | $50.3M | 1.65% | 00.0% | Unchanged |
| Citigroup Inc | 564,932 | $50.7M | 0.07% | −135,089−19.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 573,489 | $51.5M | 0.30% | +52,710+10.1% | Added |
| Baird Financial Group, Inc. | 577,437 | $51.8M | 0.14% | +3,380+0.6% | Added |
| BNP Paribas Arbitrage, SA | 592,059 | $53.1M | 0.10% | +959+0.2% | Added |
| Epoch Investment Partners, Inc. | 600,706 | $53.9M | 0.31% | −13,701−2.2% | Reduced |
| Janney Montgomery Scott LLC | 602,276 | $54.0M | 0.19% | +14,334+2.4% | Added |
| Bartlett & Co. LLC | 602,477 | $54.1M | 0.94% | +66,079+12.3% | Added |
| Bartlett & Co. Wealth Management LLC | 602,477 | $54.1M | 0.94% | +66,079+12.3% | Added |
| The PNC Financial Services Group, Inc. | 605,008 | $54.3M | 0.05% | +1,521+0.3% | Added |
| Fort Washington Investment Advisors Inc | 642,026 | $57.6M | 0.42% | +7,718+1.2% | Added |
| AQR Capital Management LLC | 645,141 | $57.6M | 0.12% | +9,437+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 660,600 | $59.3M | 0.12% | +39,358+6.3% | Added |
| HSBC Holdings PLC | 664,433 | $59.6M | 0.06% | −18,254−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 673,079 | $60.4M | 0.11% | +50,728+8.2% | Added |
| Stifel Financial Corp | 724,639 | $65.0M | 0.09% | +94,653+15.0% | Added |
| Two Sigma Advisers, LP | 760,000 | $68.2M | 0.17% | +342,400+82.0% | Added |
| Voloridge Investment Management, LLC | 796,936 | $71.5M | 0.34% | −66,448−7.7% | Reduced |
| New York State Teachers Retirement System | 804,931 | $72.2M | 0.16% | −57,583−6.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 806,090 | $72.3M | 0.13% | +82,397+11.4% | Added |
| Credit Suisse AG | 839,037 | $75.3M | 0.08% | −10,516−1.2% | Reduced |
| Macquarie Group Ltd | 851,461 | $76.4M | 0.09% | +10,946+1.3% | Added |
| State Board of Administration of Florida Retirement System | 854,203 | $76.7M | 0.17% | −81,336−8.7% | Reduced |
| Cohen & Steers, Inc. | 857,650 | $77.0M | 0.16% | −301,546−26.0% | Reduced |
| Truist Financial Corp | 903,384 | $81.1M | 0.14% | +37,627+4.3% | Added |
| Deutsche Bank AG | 912,638 | $81.9M | 0.04% | −15,585−1.7% | Reduced |
| Principal Financial Group Inc | 926,820 | $83.2M | 0.06% | −28,034−2.9% | Reduced |
| Great Lakes Advisors, LLC | 931,071 | $83.6M | 0.83% | −84,654−8.3% | Reduced |
| Alliancebernstein L.P. | 934,131 | $83.8M | 0.03% | −10,816−1.1% | Reduced |
| Penserra Capital Management LLC | 946,931 | $85.0M | 1.68% | +133,204+16.4% | Added |
| Mariner, LLC | 946,969 | $85.0M | 0.23% | +22,875+2.5% | Added |
| Reaves W H & Co Inc | 968,351 | $86.9M | 3.20% | −2,679−0.3% | Reduced |
| Thrivent Financial for Lutherans | 978,164 | $87.8M | 0.20% | +69,163+7.6% | Added |
| Victory Capital Management Inc | 983,087 | $88.2M | 0.10% | −310,135−24.0% | Reduced |
| Empower Advisory Group, LLC | 996,764 | $89.4M | 0.39% | +26,434+2.7% | Added |
| Manufacturers Life Insurance Company, The | 1,000,703 | $89.8M | 0.05% | −30,070−2.9% | Reduced |
| Russell Investments Group, Ltd. | 1,006,780 | $90.3M | 0.17% | −31,275−3.0% | Reduced |
| New York State Common Retirement Fund | 1,088,879 | $97.7M | 0.13% | −35,373−3.1% | Reduced |
| Price T Rowe Associates Inc | 1,119,370 | $100.5M | 0.01% | +4500.0% | Added |
| Zimmer Partners, LP | 1,133,027 | $101.7M | 2.54% | +305,100+36.9% | Added |
| Maple-Brown Abbott Ltd | 1,139,200 | $102.2M | 11.36% | +149,850+15.1% | Added |
| California State Teachers Retirement System | 1,217,561 | $109.3M | 0.15% | −26,765−2.2% | Reduced |
| Prudential Financial Inc | 1,049,619 | $110.0M | 0.16% | +44,630+4.4% | Added |
| ExodusPoint Capital Management, LP | 1,308,799 | $117.5M | 1.37% | −15,801−1.2% | Reduced |
| Canada Pension Plan Investment Board | 1,309,661 | $117.5M | 0.18% | −29,000−2.2% | Reduced |
| Rhumbline Advisers | 1,371,284 | $123.1M | 0.14% | +7,481+0.5% | Added |
| Bank of Montreal | 1,356,812 | $125.7M | 0.08% | +6,474+0.5% | Added |
| National Pension Service | 1,417,023 | $125.9M | 0.20% | +177,117+14.3% | Added |
| Bessemer Group Inc | 1,404,746 | $126.1M | 0.27% | +10,711+0.8% | Added |
| APG Asset Management N.V. | 1,547,623 | $127.3M | 0.26% | −588,105−27.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,426,413 | $128.0M | 1.00% | +118,532+9.1% | Added |
| LPL Financial LLC | 1,459,920 | $131.0M | 0.09% | +140,364+10.6% | Added |
| Dimensional Fund Advisors LP | 1,509,580 | $135.5M | 0.04% | +58,755+4.0% | Added |
| Barclays PLC | 1,523,505 | $136.7M | 0.09% | +610,254+66.8% | Added |
| Ameriprise Financial Inc | 1,629,295 | $146.2M | 0.05% | +76,912+5.0% | Added |
| Amundi | 1,677,730 | $152.2M | 0.08% | +454,965+37.2% | Added |
| Two Sigma Investments, LP | 1,714,208 | $153.8M | 0.41% | +853,787+99.2% | Added |
| Raymond James & Associates | 1,754,636 | $157.5M | 0.13% | +93,927+5.7% | Added |
| Envestnet Asset Management Inc | 1,819,582 | $163.3M | 0.07% | +195,868+12.1% | Added |
| UBS Group AG | 1,966,578 | $176.5M | 0.08% | +160,664+8.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,997,804 | $179.3M | 0.14% | −304,242−13.2% | Reduced |
| First Trust Advisors LP | 2,165,107 | $194.3M | 0.22% | −54,763−2.5% | Reduced |
| Cullen Capital Management LLC | 2,488,872 | $223.4M | 2.00% | +18,486+0.7% | Added |
| Capital Wealth Planning, LLC | 2,677,140 | $240.2M | 2.96% | +343,353+14.7% | Added |
| Ensign Peak Advisors, Inc | 2,679,125 | $240.4M | 0.49% | −63,153−2.3% | Reduced |
| Swiss National Bank | 2,783,341 | $249.8M | 0.17% | −272,800−8.9% | Reduced |
| UBS Asset Management Americas Inc | 2,670,257 | $257.6M | 0.12% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,890,804 | $259.4M | 0.03% | −118,421−3.9% | Reduced |
| Goldman Sachs Group Inc | 3,177,331 | $285.1M | 0.07% | −74,878−2.3% | Reduced |
| Nuveen Asset Management, LLC | 3,329,546 | $298.8M | 0.10% | +1,141,157+52.1% | Added |
| State Farm Mutual Automobile Insurance Co | 3,569,308 | $320.3M | 0.31% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,646,587 | $327.2M | 0.10% | −47,673−1.3% | Reduced |
| Invesco Ltd. | 4,256,253 | $382.0M | 0.10% | −120,502−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,657,949 | $418.0M | 0.97% | −109,896−2.3% | Reduced |
| California Public Employees Retirement System | 4,719,394 | $423.5M | 0.36% | −106,013−2.2% | Reduced |
| Neuberger Berman Group LLC | 5,351,513 | $480.1M | 0.43% | +757,635+16.5% | Added |
| American Century Companies Inc | 5,445,899 | $488.7M | 0.37% | +812,825+17.5% | Added |
| Bank of New York Mellon Corp | 5,930,714 | $532.2M | 0.11% | −147,972−2.4% | Reduced |
| Federated Hermes, Inc. | 6,460,471 | $579.8M | 1.44% | +188,720+3.0% | Added |
| FMR LLC | 6,490,372 | $582.4M | 0.05% | −100,393−1.5% | Reduced |
| Legal & General Group Plc | 7,273,658 | $652.7M | 0.21% | +114,953+1.6% | Added |
| Charles Schwab Investment Management Inc | 7,548,816 | $658.9M | 0.19% | +37,792+0.5% | Added |
| Bank of America Corp | 7,410,163 | $665.0M | 0.08% | −796,658−9.7% | Reduced |
| Northern Trust Corp | 7,774,298 | $697.7M | 0.13% | −528,840−6.4% | Reduced |
| Franklin Resources Inc | 7,928,738 | $711.5M | 0.34% | +89,132+1.1% | Added |
| Capital Research Global Investors | 8,188,381 | $734.8M | 0.20% | +1,435,725+21.3% | Added |
| Royal Bank of Canada | 9,635,102 | $864.7M | 0.24% | +257,665+2.7% | Added |
| Morgan Stanley | 9,976,005 | $895.2M | 0.09% | −172,314−1.7% | Reduced |
| Geode Capital Management, LLC | 14,863,706 | $1.33B | 0.16% | +464,754+3.2% | Added |
| Massachusetts Financial Services Co | 19,269,134 | $1.73B | 0.57% | +54,872+0.3% | Added |
| Wellington Management Group LLP | 22,007,873 | $1.97B | 0.37% | −2,047,744−8.5% | Reduced |
| State Street Corp | 42,502,619 | $3.81B | 0.20% | −144,951−0.3% | Reduced |
| BlackRock Inc. | 57,164,077 | $5.13B | 0.14% | −2,114,276−3.6% | Reduced |
| Vanguard Group Inc | 70,244,002 | $6.30B | 0.15% | +32,3480.0% | Added |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −713,329−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −93,768−100.0% | Sold out |