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 |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 1,551 | $139.2K | 0.08% | +205+15.2% | Added |
| Lindbrook Capital, LLC | 1,560 | $140.0K | 0.01% | −468−23.1% | Reduced |
| Larson Financial Group LLC | 1,566 | $140.6K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,567 | $140.6K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,593 | $143.0K | 0.02% | +40+2.6% | Added |
| Achmea Investment Management B.V. | 1,592 | $143.0K | 0.00% | +759+91.1% | Added |
| Headlands Technologies LLC | 1,595 | $143.1K | 0.05% | +1,448+985.0% | Added |
| Shell Asset Management Co | 1,632 | $146.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,634 | $146.6K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,640 | $147.2K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,674 | $147.5K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,649 | $148.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,649 | $148.0K | 0.00% | −260−13.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,650 | $148.0K | 0.01% | −374−18.5% | Reduced |
| City State Bank | 1,676 | $150.0K | 0.08% | +276+19.7% | Added |
| SRS Capital Advisors, Inc. | 1,684 | $151.1K | 0.02% | −143−7.8% | Reduced |
| RFP Financial Group LLC | 1,703 | $152.8K | 0.06% | +1,674+5,772.4% | Added |
| Glassman Wealth Services | 1,715 | $153.9K | 0.02% | +431+33.6% | Added |
| Pinnacle Bancorp, Inc. | 1,723 | $154.6K | 0.05% | −269−13.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,730 | $155.3K | 0.05% | −2,950−63.0% | Reduced |
| Valley National Advisers Inc | 1,782 | $160.0K | 0.03% | −135−7.0% | Reduced |
| Stephens Consulting, LLC | 1,787 | $160.4K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,795 | $161.1K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,811 | $162.5K | 0.05% | +2+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,831 | $164.3K | 0.08% | +1,831 | New |
| Silvant Capital Management LLC | 1,886 | $169.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,899 | $170.4K | 0.07% | −24−1.2% | Reduced |
| Alta Advisers Ltd | 1,900 | $170.5K | 0.10% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,909 | $171.3K | 0.10% | +583+44.0% | Added |
| Old Second National Bank of Aurora | 1,917 | $172.0K | 0.05% | 00.0% | Unchanged |
| Cercano Management LLC | 1,919 | $172.2K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,933 | $173.5K | 0.01% | +70+3.8% | Added |
| Chelsea Counsel Co | 1,951 | $175.1K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,978 | $177.5K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,079 | $187.0K | 0.09% | +352+20.4% | Added |
| McMillion Capital Management Inc | 2,108 | $189.2K | 0.17% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,116 | $189.9K | 0.02% | +10.0% | Added |
| Johnson Financial Group, Inc. | 2,139 | $192.0K | 0.01% | +504+30.8% | Added |
| MV Capital Management, Inc. | 2,140 | $192.0K | 0.03% | −167−7.2% | Reduced |
| Coppell Advisory Solutions LLC | 2,168 | $192.7K | 0.06% | +2,168 | New |
| Bangor Savings Bank | 2,157 | $193.6K | 0.02% | −40−1.8% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $194.6K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,180 | $195.6K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,179 | $196.0K | 0.02% | +15+0.7% | Added |
| Cutler Group LP | 2,201 | $197.0K | 0.05% | +1,634+288.2% | Added |
| Central Bank & Trust Co | 2,199 | $197.3K | 0.03% | −64−2.8% | Reduced |
| AdvisorNet Financial, Inc | 2,210 | $198.3K | 0.02% | −5−0.2% | Reduced |
| Black Diamond Financial, LLC | 2,230 | $200.1K | 0.06% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,233 | $200.4K | 0.15% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,237 | $200.7K | 0.06% | −196−8.1% | Reduced |
| Union Savings Bank | 2,155 | $201.7K | 0.12% | +2,155 | New |
| Lazari Capital Management, Inc. | 2,250 | $201.9K | 0.11% | +2,250 | New |
| Kepos Capital LP | 2,251 | $202.0K | 0.04% | +2,251 | New |
| Westhampton Capital, LLC | 2,261 | $202.9K | 0.13% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,263 | $203.1K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,264 | $203.2K | 0.16% | −42−1.8% | Reduced |
| Kapitalo Investimentos Ltda | 2,269 | $203.6K | 0.04% | +2,269 | New |
| Lockerman Financial Group, Inc. | 2,270 | $203.7K | 0.57% | +10.0% | Added |
| Osborne Partners Capital Management, LLC | 2,274 | $204.1K | 0.01% | −196−7.9% | Reduced |
| Allstate Corp | 2,274 | $204.1K | 0.01% | −75−3.2% | Reduced |
| TrueWealth Advisors, LLC | 2,274 | $204.1K | 0.08% | −143−5.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 2,279 | $204.5K | 0.01% | +2,279 | New |
| Baron Silver Stevens Financial Advisors, LLC | 2,282 | $204.7K | 0.04% | −33−1.4% | Reduced |
| Calton & Associates, Inc. | 2,285 | $205.0K | 0.10% | −801−26.0% | Reduced |
| Bender Robert & Associates | 2,290 | $205.5K | 0.06% | −259−10.2% | Reduced |
| Apella Capital, LLC | 2,290 | $205.5K | 0.01% | +2,290 | New |
| Essex Investment Management Co LLC | 2,291 | $205.6K | 0.03% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,291 | $205.6K | 0.03% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,228 | $205.8K | 0.15% | +18+0.8% | Added |
| AAFCPAs Wealth Management, LLC | 2,294 | $205.9K | 0.13% | +218+10.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,296 | $206.0K | 0.04% | +2,296 | New |
| Bridge Creek Capital Management LLC | 2,307 | $207.0K | 0.07% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,309 | $207.2K | 0.07% | −20−0.9% | Reduced |
| Hallmark Capital Management Inc | 2,333 | $209.4K | 0.02% | −119−4.9% | Reduced |
| River Wealth Advisors LLC | 2,341 | $210.1K | 0.04% | −249−9.6% | Reduced |
| Red Wave Investments LLC | 2,345 | $210.4K | 0.09% | +70+3.1% | Added |
| Absher Wealth Management, LLC | 2,346 | $210.5K | 0.03% | +2,346 | New |
| Greytown Advisors Inc. | 2,353 | $211.2K | 0.11% | +2+0.1% | Added |
| Michael B. Yongue | 2,355 | $211.3K | 0.20% | −50−2.1% | Reduced |
| Northstar Advisory Group, LLC | 2,364 | $212.1K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,368 | $212.5K | 0.06% | 00.0% | Unchanged |
| tru Independence LLC | 2,370 | $212.7K | 0.07% | +24+1.0% | Added |
| S. R. Schill & Associates | 2,375 | $213.1K | 0.10% | 00.0% | Unchanged |
| Rational Advisors LLC | 2,375 | $213.1K | 0.02% | +2,375 | New |
| CapWealth Advisors, LLC | 2,381 | $213.7K | 0.03% | +13+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,382 | $214.0K | 0.14% | +1,000+72.4% | Added |
| CoreFirst Bank & Trust | 2,392 | $214.7K | 0.15% | −150−5.9% | Reduced |
| Bridgeworth, LLC | 2,393 | $214.8K | 0.02% | −176−6.9% | Reduced |
| Ade, LLC | 2,396 | $215.0K | 0.15% | +2,396 | New |
| Mark Stevens | 2,399 | $215.3K | 0.03% | −700−22.6% | Reduced |
| Boltwood Capital Management | 2,400 | $215.4K | 0.08% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 2,400 | $215.4K | 0.19% | +2,400 | New |
| LexAurum Advisors, LLC | 2,401 | $215.5K | 0.06% | −57−2.3% | Reduced |
| Southern Capital Advisors, LLC | 2,403 | $215.7K | 0.16% | +74+3.2% | Added |
| Ignite Planners, LLC | 2,405 | $215.9K | 0.08% | −52−2.1% | Reduced |
| Plan Group Financial, LLC | 2,373 | $216.1K | 0.18% | +2,373 | New |
| Roundview Capital LLC | 2,409 | $216.2K | 0.02% | +34+1.4% | Added |
| Royal Capital Wealth Management, LLC | 2,416 | $216.8K | 0.20% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,417 | $216.9K | 0.20% | +2,417 | New |
| Allegiance Financial Group Advisory Services LLC | 2,421 | $217.2K | 0.13% | +10.0% | Added |