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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 0 | $0 | 0.00% | −63,527−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,611−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −47,090−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,596−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −25,416−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,039−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −19,066−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,072−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −12,381−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −9,154−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,292−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −5,166−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| W.H. Cornerstone Investments Inc. | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Sterling Manor Financial, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,698−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −2,688−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Altrius Capital Management Inc | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Provident Wealth Management, LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Capital Advisors Wealth Management, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| Charter Research & Investment Group, Inc. | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Eagle Ridge Investment Management | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Redwood Financial Network Corp | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Papp L Roy & Associates | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,117−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |