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; 2,492 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 398 | $35.7K | 0.00% | −40−9.1% | Reduced |
| Compass Wealth Management LLC | 400 | $35.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 383 | $35.9K | 0.00% | −1,971−83.7% | Reduced |
| TD Capital Management LLC | 404 | $36.3K | 0.00% | +4+1.0% | Added |
| Horrell Capital Management, Inc. | 425 | $38.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 441 | $39.6K | 0.04% | −194−30.6% | Reduced |
| Versant Capital Management, Inc | 445 | $39.9K | 0.01% | −245−35.5% | Reduced |
| Robbins Farley LLC | 450 | $40.4K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 471 | $42.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 493 | $44.2K | 0.01% | −147−23.0% | Reduced |
| Missouri Trust & Investment Co | 496 | $44.5K | 0.03% | +200+67.6% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $44.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 503 | $45.1K | 0.01% | +254+102.0% | Added |
| Foster Dykema Cabot & Co Inc | 512 | $46.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 526 | $47.2K | 0.01% | +3+0.6% | Added |
| Kelly Financial Services LLC | 533 | $47.9K | 0.02% | +59+12.4% | Added |
| Arlington Partners LLC | 539 | $48.4K | 0.01% | +190+54.4% | Added |
| Trivant Custom Portfolio Group, LLC | 550 | $49.4K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $50.3K | 0.01% | −21−3.6% | Reduced |
| Abound Wealth Management | 561 | $50.3K | 0.02% | +21+3.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 582 | $52.2K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $52.3K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $52.4K | 0.05% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 588 | $52.8K | 0.05% | +588 | New |
| Investment Research & Advisory Group, Inc. | 589 | $52.9K | 0.03% | +7+1.2% | Added |
| Atlantic Private Wealth, LLC | 605 | $54.3K | 0.06% | +6+1.0% | Added |
| RE Dickinson Investment Advisors, LLC | 610 | $55.0K | 0.02% | −50−7.6% | Reduced |
| Macroview Investment Management LLC | 616 | $55.3K | 0.08% | +480+352.9% | Added |
| Bellevue Asset Management, LLC | 623 | $56.0K | 0.04% | +28+4.7% | Added |
| Motco | 624 | $56.0K | 0.00% | −3−0.5% | Reduced |
| Antonetti Capital Management LLC | 635 | $57.0K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $57.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $58.2K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $59.3K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $59.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $60.2K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 697 | $62.5K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 721 | $64.7K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 733 | $65.8K | 0.03% | −103−12.3% | Reduced |
| Laffer Tengler Investments | 756 | $67.8K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 769 | $69.0K | 0.04% | −18−2.3% | Reduced |
| Core Alternative Capital | 819 | $73.5K | 0.01% | +10+1.2% | Added |
| Kenfarb & Co. | 845 | $75.8K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 846 | $76.0K | 0.01% | +467+123.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 848 | $76.1K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 857 | $77.7K | 0.03% | +10+1.2% | Added |
| American State Bank (Iowa) | 874 | $78.4K | 0.05% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 898 | $80.6K | 0.07% | +6+0.7% | Added |
| Centerpoint Advisors, LLC | 941 | $84.0K | 0.03% | +66+7.5% | Added |
| Coston, McIsaac & Partners | 966 | $86.0K | 0.03% | +124+14.7% | Added |
| Prestige Wealth Management Group LLC | 968 | $86.9K | 0.02% | +16+1.7% | Added |
| Mechanics Financial Corp | 1,000 | $89.7K | 0.05% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,004 | $90.1K | 0.06% | −1,100−52.3% | Reduced |
| Webster Bank, N. A. | 1,023 | $91.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,025 | $92.0K | 0.03% | +1,025 | New |
| Piscataqua Savings Bank | 1,029 | $92.3K | 0.08% | −25−2.4% | Reduced |
| Addison Advisors LLC | 1,033 | $92.7K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,060 | $95.1K | 0.05% | +1+0.1% | Added |
| AllSquare Wealth Management LLC | 1,082 | $95.2K | 0.06% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,109 | $99.5K | 0.06% | +9+0.8% | Added |
| Avalon Trust Co | 1,127 | $101.1K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,138 | $102.1K | 0.02% | +104+10.1% | Added |
| Venturi Wealth Management, LLC | 1,146 | $102.8K | 0.01% | −392−25.5% | Reduced |
| Toth Financial Advisory Corp | 1,147 | $102.9K | 0.01% | +10+0.9% | Added |
| S.A. Mason LLC | 1,079 | $104.1K | 0.08% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,163 | $104.4K | 0.04% | −232−16.6% | Reduced |
| Sound Income Strategies, LLC | 1,166 | $104.6K | 0.01% | +449+62.6% | Added |
| Dividend Assets Capital, LLC | 1,172 | $105.0K | 0.02% | −1,115−48.8% | Reduced |
| Byrne Asset Management LLC | 1,168 | $105.0K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,174 | $105.3K | 0.10% | +1,174 | New |
| Plante Moran Financial Advisors, LLC | 1,179 | $105.8K | 0.01% | −146−11.0% | Reduced |
| Nemes Rush Group LLC | 1,188 | $106.6K | 0.02% | +1,188 | New |
| Ruedi Wealth Management, Inc. | 1,207 | $108.3K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,230 | $110.0K | 0.06% | +1,230 | New |
| Castleview Partners, LLC | 1,227 | $110.1K | 0.10% | −818−40.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1,233 | $110.7K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $112.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,258 | $112.9K | 0.00% | −37−2.9% | Reduced |
| New Millennium Group LLC | 1,258 | $112.9K | 0.10% | −141−10.1% | Reduced |
| Hollencrest Capital Management | 1,285 | $115.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,301 | $116.8K | 0.04% | +68+5.5% | Added |
| Clear Street Markets LLC | 1,308 | $117.0K | 0.05% | −503−27.8% | Reduced |
| JJJ Advisors Inc. | 1,305 | $117.1K | 0.03% | −377−22.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,308 | $117.3K | 0.08% | +1+0.1% | Added |
| Investors Research Corp | 1,310 | $117.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,314 | $118.0K | 0.03% | +1,314 | New |
| GPS Wealth Strategies Group, LLC | 1,328 | $119.2K | 0.02% | −80−5.7% | Reduced |
| Old Point Trust & Financial Services N A | 1,363 | $122.3K | 0.05% | +1,363 | New |
| Center for Financial Planning, Inc. | 1,375 | $123.4K | 0.03% | +237+20.8% | Added |
| Atwood & Palmer Inc | 1,380 | $123.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,390 | $124.7K | 0.09% | −967−41.0% | Reduced |
| Dakota Community Bank & Trust NA | 1,414 | $126.9K | 0.75% | +30+2.2% | Added |
| Column Capital Advisors, LLC | 1,441 | $129.3K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,455 | $130.6K | 0.01% | +22+1.5% | Added |
| Western Pacific Wealth Management, LP | 1,458 | $130.8K | 0.10% | +191+15.1% | Added |
| Rock Creek Group, LP | 1,470 | $131.9K | 0.02% | −235−13.8% | Reduced |
| Vestor Capital, LLC | 1,468 | $132.0K | 0.01% | −55−3.6% | Reduced |
| TCTC Holdings, LLC | 1,473 | $132.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,510 | $135.5K | 0.03% | +185+14.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,546 | $139.0K | 0.10% | +83+5.7% | Added |