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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 2,423 | $217.5K | 0.09% | +9+0.4% | Added |
| Sage Rhino Capital LLC | 2,424 | $217.5K | 0.06% | −433−15.2% | Reduced |
| Bridges Investment Management Inc | 2,429 | $218.0K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 2,438 | $218.0K | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,433 | $218.3K | 0.03% | −45−1.8% | Reduced |
| Teamwork Financial Advisors, LLC | 2,435 | $218.5K | 0.04% | +2,435 | New |
| Indiana Trust & Investment Management CO | 2,437 | $218.7K | 0.11% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,440 | $219.0K | 0.02% | −137−5.3% | Reduced |
| Clear Creek Financial Management, LLC | 2,446 | $219.5K | 0.04% | +16+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,447 | $219.6K | 0.04% | −442−15.3% | Reduced |
| Alpha Family Trust | 2,450 | $219.9K | 0.15% | +2,450 | New |
| Griffin Asset Management, Inc. | 2,454 | $220.2K | 0.03% | +14+0.6% | Added |
| Weatherly Asset Management L. P. | 2,459 | $220.7K | 0.03% | +2+0.1% | Added |
| MCF Advisors LLC | 2,462 | $220.9K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,463 | $221.0K | 0.03% | −1,297−34.5% | Reduced |
| Semus Wealth Partners LLC | 2,463 | $221.1K | 0.20% | +25+1.0% | Added |
| Sonora Investment Management Group, LLC | 2,468 | $221.5K | 0.02% | +344+16.2% | Added |
| Atomi Financial Group, Inc. | 2,469 | $221.6K | 0.10% | +2,469 | New |
| Edgemoor Investment Advisors, Inc. | 2,474 | $222.0K | 0.03% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,475 | $222.1K | 0.81% | +25+1.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,477 | $222.2K | 0.05% | −93−3.6% | Reduced |
| Strategic Wealth Designers | 2,480 | $222.6K | 0.04% | −1,093−30.6% | Reduced |
| M. Kraus & Co | 2,482 | $222.7K | 0.07% | −17−0.7% | Reduced |
| Pflug Koory, LLC | 2,486 | $223.1K | 0.11% | −24−1.0% | Reduced |
| Forum Financial Management, LP | 2,492 | $223.6K | 0.01% | +2,492 | New |
| Beirne Wealth Consulting Services, LLC | 2,499 | $224.3K | 0.18% | +7+0.3% | Added |
| Shayne & Co., LLC | 2,500 | $224.3K | 0.11% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $224.4K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,507 | $225.0K | 0.03% | +148+6.3% | Added |
| M&R Capital Management Inc | 2,514 | $225.6K | 0.06% | +167+7.1% | Added |
| Hudson Value Partners, LLC | 2,525 | $226.6K | 0.12% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,533 | $227.3K | 0.00% | +2,533 | New |
| Alliance Wealth Advisors, LLC | 2,550 | $228.8K | 0.08% | +219+9.4% | Added |
| Sittner & Nelson, LLC | 2,551 | $228.9K | 0.13% | −2,122−45.4% | Reduced |
| Grandfield & Dodd, LLC | 2,551 | $228.9K | 0.02% | −108−4.1% | Reduced |
| FRG Family Wealth Advisors LLC | 2,555 | $229.3K | 0.05% | +105+4.3% | Added |
| Strategic Equity Management | 2,557 | $229.5K | 0.08% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,560 | $229.7K | 0.03% | +281+12.3% | Added |
| Buckingham Capital Management, Inc. | 2,560 | $229.7K | 0.03% | −54−2.1% | Reduced |
| YHB Investment Advisors, Inc. | 2,566 | $230.3K | 0.02% | −225−8.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,566 | $230.3K | 0.02% | −111−4.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,572 | $230.8K | 0.13% | +299+13.2% | Added |
| Citizens National Bank Trust Department | 2,577 | $231.3K | 0.06% | −5−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 2,579 | $231.4K | 0.09% | +2+0.1% | Added |
| First Nebraska Trust Co | 2,583 | $231.8K | 0.03% | +243+10.4% | Added |
| Strait & Sound Wealth Management LLC | 2,600 | $233.3K | 0.23% | −21−0.8% | Reduced |
| Eqis Capital Management, Inc. | 2,612 | $234.4K | 0.03% | +33+1.3% | Added |
| Nicolet Bankshares Inc | 2,629 | $235.9K | 0.07% | −118−4.3% | Reduced |
| Gleason Group, Inc. | 2,634 | $236.3K | 0.06% | +29+1.1% | Added |
| Wealth Effects LLC | 2,640 | $236.9K | 0.10% | +10.0% | Added |
| Innovis Asset Management LLC | 2,642 | $237.1K | 0.09% | −37−1.4% | Reduced |
| Vantage Financial Partners, LLC | 2,646 | $237.5K | 0.09% | −85−3.1% | Reduced |
| Sanders Morris Harris LLC | 2,650 | $237.8K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 2,659 | $238.6K | 0.10% | +3+0.1% | Added |
| Pasadena Private Wealth, LLC | 2,662 | $238.9K | 0.07% | +31+1.2% | Added |
| NBW Capital LLC | 2,691 | $241.5K | 0.06% | +414+18.2% | Added |
| Desjardins Global Asset Management Inc. | 2,695 | $241.8K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,697 | $242.0K | 0.08% | +10.0% | Added |
| Fortress Wealth Group, LLC | 2,703 | $242.4K | 0.15% | +8+0.3% | Added |
| Nalls Sherbakoff Group, LLC | 2,716 | $242.5K | 0.24% | −50−1.8% | Reduced |
| Gilman Hill Asset Management, LLC | 2,711 | $243.3K | 0.05% | −944−25.8% | Reduced |
| Fca Corp | 2,719 | $244.0K | 0.09% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,726 | $244.7K | 0.17% | −19−0.7% | Reduced |
| TFG Advisers LLC | 2,737 | $245.6K | 0.11% | +237+9.5% | Added |
| McRae Capital Management Inc | 2,739 | $245.8K | 0.07% | 00.0% | Unchanged |
| David Loasby | 2,714 | $245.8K | 0.03% | −717−20.9% | Reduced |
| JB Capital LLC | 2,759 | $247.6K | 0.02% | −14−0.5% | Reduced |
| Southland Equity Partners LLC | 2,768 | $248.4K | 0.08% | +47+1.7% | Added |
| Beacon Investment Advisors LLC | 2,783 | $249.8K | 0.17% | −294−9.6% | Reduced |
| Summit Asset Management, LLC | 2,787 | $250.1K | 0.07% | −191−6.4% | Reduced |
| Trilogy Capital Inc. | 2,642 | $250.4K | 0.02% | +2,642 | New |
| Mainstay Capital Management LLC | 2,799 | $251.1K | 0.05% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 2,665 | $251.7K | 0.19% | −10.0% | Reduced |
| Capital City Trust Co | 2,810 | $252.2K | 0.08% | −300−9.6% | Reduced |
| Truadvice, LLC | 2,717 | $252.4K | 0.09% | +37+1.4% | Added |
| Obsidian Personal Planning Solutions LLC | 2,820 | $253.1K | 0.31% | +2,820 | New |
| Centurion Wealth Management LLC | 2,821 | $253.2K | 0.12% | +172+6.5% | Added |
| RMR Wealth Builders | 2,828 | $253.8K | 0.04% | +179+6.8% | Added |
| Eads & Heald Wealth Management | 2,832 | $254.0K | 0.12% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,834 | $254.3K | 0.08% | +11+0.4% | Added |
| West Branch Capital LLC | 2,841 | $255.0K | 0.13% | −44−1.5% | Reduced |
| Gryphon Financial Partners LLC | 2,842 | $255.1K | 0.06% | +31+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,843 | $255.1K | 0.01% | +2,843 | New |
| Elmwood Wealth Management, Inc. | 2,843 | $255.1K | 0.12% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,869 | $257.5K | 0.11% | −373−11.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,872 | $257.8K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,885 | $258.9K | 0.02% | −1,680−36.8% | Reduced |
| Verus Financial Partners, Inc. | 2,718 | $259.0K | 0.03% | +4+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 2,888 | $259.1K | 0.19% | −118−3.9% | Reduced |
| Proficio Capital Partners LLC | 2,892 | $259.6K | 0.04% | −1,398−32.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,894 | $259.7K | 0.05% | −5−0.2% | Reduced |
| Cambridge Trust Co | 2,905 | $260.7K | 0.01% | −275−8.6% | Reduced |
| Boston Trust Walden Corp | 2,918 | $261.9K | 0.00% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 2,920 | $262.1K | 0.24% | +3+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 2,931 | $263.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,936 | $263.4K | 0.03% | −338−10.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,947 | $264.5K | 0.04% | +119+4.2% | Added |
| Clearstead Advisors, LLC | 2,955 | $265.2K | 0.02% | +167+6.0% | Added |
| American Trust | 2,979 | $267.3K | 0.02% | −150−4.8% | Reduced |
| Fagan Associates, Inc. | 2,980 | $267.4K | 0.06% | 00.0% | Unchanged |