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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 2,989 | $268.2K | 0.11% | −4−0.1% | Reduced |
| Cadinha & Co LLC | 2,997 | $269.0K | 0.05% | +17+0.6% | Added |
| Arden Trust Co | 3,001 | $269.0K | 0.04% | −1,317−30.5% | Reduced |
| Carl P. Sherr & Co., LLC | 3,010 | $270.1K | 0.18% | −11−0.4% | Reduced |
| Fulcrum Equity Management | 3,040 | $272.8K | 0.32% | +34+1.1% | Added |
| Jackson Wealth Management, LLC | 3,043 | $273.0K | 0.04% | −471−13.4% | Reduced |
| RNC Capital Management LLC | 3,052 | $274.0K | 0.02% | −99−3.1% | Reduced |
| American Money Management, LLC | 3,055 | $274.2K | 0.07% | −56−1.8% | Reduced |
| LSP Investment Advisors, LLC | 3,060 | $274.6K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 3,067 | $275.2K | 0.01% | +611+24.9% | Added |
| Appleton Partners Inc | 3,076 | $276.0K | 0.02% | −382−11.0% | Reduced |
| Nwam LLC | 3,078 | $276.2K | 0.02% | +179+6.2% | Added |
| BDO Wealth Advisors, LLC | 3,079 | $276.3K | 0.03% | +254+9.0% | Added |
| Burns J W & Co Inc | 3,083 | $277.0K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 3,091 | $277.4K | 0.07% | +13+0.4% | Added |
| Van Cleef Asset Management,Inc | 3,095 | $277.7K | 0.04% | −50−1.6% | Reduced |
| Telemus Capital, LLC | 3,099 | $278.1K | 0.02% | −13−0.4% | Reduced |
| Letko, Brosseau & Associates Inc | 3,100 | $278.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,113 | $279.4K | 0.14% | +42+1.4% | Added |
| North Star Investment Management Corp. | 3,126 | $280.5K | 0.02% | −66−2.1% | Reduced |
| Catalyst Financial Partners LLC | 3,129 | $280.8K | 0.10% | +11+0.4% | Added |
| Peachtree Investment Partners, LLC | 3,130 | $280.9K | 0.13% | −14−0.4% | Reduced |
| Kraematon Investment Advisors, Inc | 3,132 | $281.1K | 0.31% | +28+0.9% | Added |
| Beaton Management Co. Inc. | 3,145 | $282.0K | 0.18% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,145 | $282.2K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 3,145 | $282.2K | 0.01% | +15+0.5% | Added |
| Aspen Grove Capital, LLC | 3,150 | $282.6K | 0.09% | −331−9.5% | Reduced |
| Exchange Bank | 3,159 | $283.5K | 0.27% | +3,159 | New |
| 44 Wealth Management LLC | 3,167 | $284.2K | 0.10% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,136 | $285.0K | 0.12% | +3,136 | New |
| Stokes Family Office, LLC | 3,180 | $285.4K | 0.03% | +437+15.9% | Added |
| Prostatis Group LLC | 91,822 | $285.5K | 0.13% | +88,863+3,003.1% | Added |
| Hoylecohen, LLC | 3,183 | $285.7K | 0.03% | +2+0.1% | Added |
| Lumature Wealth Partners, LLC | 3,194 | $286.6K | 0.17% | +962+43.1% | Added |
| Oak Hill Wealth Advisors, LLC | 3,191 | $286.7K | 0.11% | −410−11.4% | Reduced |
| Wimmer Associates 1, LLC | 3,207 | $287.8K | 0.17% | 00.0% | Unchanged |
| Searle & Co. | 3,076 | $288.0K | 0.09% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,210 | $288.1K | 0.06% | −43−1.3% | Reduced |
| Baker Boyer National Bank | 3,216 | $288.6K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,221 | $289.1K | 0.25% | −567−15.0% | Reduced |
| Jump Financial, LLC | 3,253 | $291.9K | 0.01% | −4,237−56.6% | Reduced |
| Stokes Capital Advisors, LLC | 3,254 | $292.0K | 0.10% | +5+0.2% | Added |
| Charter Trust Co | 3,264 | $292.9K | 0.02% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 3,273 | $293.7K | 0.12% | +200+6.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,281 | $294.4K | 0.14% | −150−4.4% | Reduced |
| ForthRight Wealth Management, LLC | 3,282 | $294.5K | 0.12% | +20+0.6% | Added |
| Cladis Investment Advisory, LLC | 3,288 | $295.1K | 0.26% | +164+5.2% | Added |
| Investors Asset Management of Georgia Inc | 3,295 | $295.7K | 0.15% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 3,295 | $295.7K | 0.01% | −660−16.7% | Reduced |
| Strategic Investment Advisors | 3,304 | $296.5K | 0.04% | +26+0.8% | Added |
| St. Louis Trust Co | 3,333 | $299.1K | 0.06% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,343 | $300.0K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,344 | $300.1K | 0.27% | −191−5.4% | Reduced |
| Perpetual Ltd | 3,349 | $300.5K | 0.00% | −40−1.2% | Reduced |
| Northern Oak Wealth Management Inc | 3,359 | $301.4K | 0.04% | −871−20.6% | Reduced |
| Aspiriant, LLC | 3,365 | $302.0K | 0.02% | −29−0.9% | Reduced |
| Marathon Capital Management | 3,372 | $302.6K | 0.07% | −666−16.5% | Reduced |
| Rosenberg Matthew Hamilton | 3,373 | $302.7K | 0.10% | −373−10.0% | Reduced |
| Smithfield Trust Co | 3,378 | $304.0K | 0.02% | −2,377−41.3% | Reduced |
| Lafayette Investments, Inc. | 3,400 | $305.1K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,400 | $305.1K | 0.16% | −2,274−40.1% | Reduced |
| Horizon Financial Services, LLC | 3,407 | $305.7K | 0.25% | +231+7.3% | Added |
| StrategIQ Financial Group, LLC | 3,416 | $306.6K | 0.03% | +60+1.8% | Added |
| Cozad Asset Management Inc | 3,417 | $306.6K | 0.04% | −66−1.9% | Reduced |
| Wealthsource Partners, LLC | 3,422 | $307.1K | 0.02% | −215−5.9% | Reduced |
| FirstPurpose Wealth LLC | 3,422 | $307.1K | 0.13% | +1,145+50.3% | Added |
| PDS Planning, Inc | 3,436 | $308.4K | 0.04% | +35+1.0% | Added |
| McGowan Group Asset Management, Inc. | 3,437 | $308.4K | 0.05% | −716−17.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,452 | $309.9K | 0.24% | −3−0.1% | Reduced |
| Cravens & Co Advisors, LLC | 3,482 | $312.5K | 0.29% | −59−1.7% | Reduced |
| Cim Investment Mangement Inc | 3,496 | $313.7K | 0.11% | +7+0.2% | Added |
| Pittenger & Anderson Inc | 3,500 | $314.1K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,501 | $314.2K | 0.17% | +45+1.3% | Added |
| PCA Investment Advisory Services Inc. | 3,506 | $314.7K | 0.19% | +12+0.3% | Added |
| Crestwood Advisors Group LLC | 3,508 | $314.8K | 0.01% | −175−4.8% | Reduced |
| First Citizens Financial Corp | 3,508 | $314.8K | 0.21% | +3,508 | New |
| CRA Financial Services, LLC | 3,509 | $314.9K | 0.09% | +10.0% | Added |
| Pitcairn Co | 3,520 | $315.9K | 0.03% | −204−5.5% | Reduced |
| Am Investment Strategies LLC | 3,523 | $316.0K | 0.10% | +8+0.2% | Added |
| Seven Eight Capital, LP | 3,528 | $316.6K | 0.05% | −8,424−70.5% | Reduced |
| Abn Amro Investment Solutions | 3,532 | $317.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,542 | $317.9K | 0.08% | +17+0.5% | Added |
| CAPROCK Group, Inc. | 3,545 | $318.2K | 0.02% | +3,545 | New |
| CFS Investment Advisory Services, LLC | 3,574 | $321.0K | 0.04% | +766+27.3% | Added |
| Annex Advisory Services, LLC | 3,578 | $321.1K | 0.02% | +1,477+70.3% | Added |
| Nations Financial Group Inc, | 3,590 | $322.2K | 0.03% | +10.0% | Added |
| Cedar Brook Financial Partners, LLC | 3,596 | $322.7K | 0.08% | +310+9.4% | Added |
| IronBridge Private Wealth, LLC | 3,614 | $324.3K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 3,625 | $325.3K | 0.14% | +3,625 | New |
| Renasant Bank | 3,640 | $326.7K | 0.27% | −667−15.5% | Reduced |
| MQS Management LLC | 3,659 | $328.4K | 0.22% | −1,148−23.9% | Reduced |
| Detalus Advisors, LLC | 3,668 | $329.2K | 0.15% | +2+0.1% | Added |
| OneAscent Wealth Management LLC | 3,680 | $330.0K | 0.16% | −820−18.2% | Reduced |
| Darwin Advisors, LLC | 3,653 | $332.0K | 0.09% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,706 | $332.6K | 0.05% | +3,706 | New |
| Abbrea Capital, LLC | 3,706 | $333.0K | 0.05% | +31+0.8% | Added |
| Revolve Wealth Partners, LLC | 3,714 | $333.3K | 0.08% | +11+0.3% | Added |
| Almanack Investment Partners, LLC. | 3,726 | $334.4K | 0.06% | +69+1.9% | Added |
| Rockland Trust Co | 3,747 | $336.3K | 0.02% | +55+1.5% | Added |
| Asset Advisors Investment Management, LLC | 3,764 | $337.8K | 0.04% | −561−13.0% | Reduced |