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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 3,766 | $338.0K | 0.04% | −965−20.4% | Reduced |
| Boston Financial Mangement LLC | 3,771 | $338.4K | 0.01% | −1,340−26.2% | Reduced |
| King Wealth | 3,782 | $339.0K | 0.07% | +2+0.1% | Added |
| Flagship Harbor Advisors, LLC | 3,795 | $340.6K | 0.03% | −1,776−31.9% | Reduced |
| Apriem Advisors | 3,798 | $340.8K | 0.05% | +200+5.6% | Added |
| Drake & Associates, LLC | 3,805 | $341.5K | 0.15% | +53+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 3,808 | $342.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,816 | $342.4K | 0.10% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,822 | $343.0K | 0.06% | −426−10.0% | Reduced |
| KC Investment Advisors, LLC | 3,822 | $343.0K | 0.23% | +812+27.0% | Added |
| MKT Advisors LLC | 3,679 | $343.4K | 0.24% | −23−0.6% | Reduced |
| St Germain D J Co Inc | 3,856 | $346.0K | 0.02% | +3,856 | New |
| Washington Trust Advisors, Inc. | 3,871 | $347.4K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,878 | $348.1K | 0.35% | +500+14.8% | Added |
| O'Rourke & Company, Inc | 3,886 | $349.0K | 0.24% | −264−6.4% | Reduced |
| NCM Capital Management, LLC | 3,893 | $349.3K | 0.24% | +5+0.1% | Added |
| Platform Technology Partners | 3,853 | $350.2K | 0.16% | −10−0.3% | Reduced |
| Horizon Investment Services, LLC | 3,907 | $350.6K | 0.21% | −4,918−55.7% | Reduced |
| Clarus Group, Inc. | 3,908 | $350.7K | 0.26% | +3,908 | New |
| Westmount Partners, LLC | 3,922 | $352.0K | 0.15% | +4+0.1% | Added |
| DMG Group, LLC | 3,933 | $352.9K | 0.35% | −45−1.1% | Reduced |
| 3Chopt Investment Partners, LLC | 3,936 | $353.2K | 0.18% | −410−9.4% | Reduced |
| Douglas Lane & Associates, LLC | 3,937 | $353.3K | 0.01% | −491−11.1% | Reduced |
| Cascade Investment Group, Inc. | 3,940 | $353.6K | 0.32% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 3,945 | $354.0K | 0.01% | −235−5.6% | Reduced |
| Probity Advisors, Inc. | 3,957 | $355.1K | 0.08% | +3,957 | New |
| Ballentine Partners, LLC | 3,964 | $355.7K | 0.01% | −5,832−59.5% | Reduced |
| CX Institutional | 3,965 | $355.8K | 0.02% | −675−14.5% | Reduced |
| Bill Few Associates, Inc. | 3,966 | $355.9K | 0.18% | −285−6.7% | Reduced |
| Milestone Advisory Partners | 3,975 | $356.7K | 0.32% | −1,483−27.2% | Reduced |
| Destination Wealth Management | 3,995 | $358.5K | 0.01% | −1,190−23.0% | Reduced |
| Wexford Capital LP | 4,000 | $359.0K | 0.07% | +4,000 | New |
| Verum Partners LLC | 4,010 | $359.9K | 0.33% | +4,010 | New |
| Ritholtz Wealth Management | 4,018 | $360.6K | 0.02% | −709−15.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,025 | $361.0K | 0.35% | −25−0.6% | Reduced |
| Accel Wealth Management | 4,023 | $361.0K | 0.20% | +3+0.1% | Added |
| CFO4Life Group, LLC | 4,029 | $361.6K | 0.08% | +295+7.9% | Added |
| Vigilant Capital Management, LLC | 4,033 | $362.0K | 0.03% | +2,400+147.0% | Added |
| Blackston Financial Advisory Group, LLC | 4,046 | $363.0K | 0.26% | −623−13.3% | Reduced |
| Greatmark Investment Partners, Inc. | 4,060 | $364.3K | 0.06% | +234+6.1% | Added |
| Alpha Cubed Investments, LLC | 4,061 | $364.4K | 0.02% | −97−2.3% | Reduced |
| LVM Capital Management Ltd | 4,068 | $365.0K | 0.05% | −52−1.3% | Reduced |
| Cobblestone Capital Advisors LLC | 4,069 | $365.1K | 0.03% | +214+5.6% | Added |
| Register Financial Advisors LLC | 4,077 | $365.9K | 0.26% | +20.0% | Added |
| Harbor Investment Advisory, LLC | 4,087 | $366.8K | 0.05% | +33+0.8% | Added |
| Tilt Investment Management Holdings, PBC | 4,109 | $368.7K | 0.24% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 4,113 | $369.1K | 0.13% | +31+0.8% | Added |
| Fidelis Capital Partners, LLC | 4,115 | $369.3K | 0.13% | +372+9.9% | Added |
| Wealthquest Corp | 4,120 | $369.7K | 0.04% | +1,838+80.5% | Added |
| Qtron Investments LLC | 4,121 | $369.8K | 0.07% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,122 | $369.9K | 0.12% | +10+0.2% | Added |
| Wilkins Investment Counsel Inc | 4,121 | $370.0K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,146 | $372.1K | 0.05% | −212−4.9% | Reduced |
| CMG Global Holdings, LLC | 4,148 | $372.2K | 0.30% | −130−3.0% | Reduced |
| White Lighthouse Investment Management Inc. | 4,160 | $373.3K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,162 | $373.5K | 0.26% | +1,749+72.5% | Added |
| Parkside Financial Bank & Trust | 4,168 | $374.0K | 0.09% | +4+0.1% | Added |
| Financial Partners Group, LLC | 4,193 | $376.3K | 0.19% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,223 | $377.0K | 0.07% | +44+1.1% | Added |
| Bray Capital Advisors | 4,205 | $377.4K | 0.11% | 00.0% | Unchanged |
| Eagle Strategies LLC | 4,217 | $378.5K | 0.09% | +273+6.9% | Added |
| Cypress Wealth Services, LLC | 4,139 | $379.9K | 0.10% | +824+24.9% | Added |
| Alliance Wealth Advisors, LLC | 4,260 | $382.3K | 0.27% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,268 | $383.0K | 0.11% | −115−2.6% | Reduced |
| Summit Trail Advisors, LLC | 4,278 | $383.9K | 0.01% | +1,980+86.2% | Added |
| Brighton Jones LLC | 4,289 | $384.9K | 0.02% | +1,356+46.2% | Added |
| Intercontinental Wealth Advisors, LLC | 4,301 | $386.0K | 0.09% | −1,253−22.6% | Reduced |
| Blue Fin Capital, Inc. | 4,301 | $386.0K | 0.11% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,310 | $386.8K | 0.11% | −242−5.3% | Reduced |
| Tucker Asset Management LLC | 4,313 | $387.1K | 0.11% | +3,109+258.2% | Added |
| Acorn Financial Advisory Services Inc | 4,320 | $387.7K | 0.07% | +475+12.4% | Added |
| Garner Asset Management Corp | 4,329 | $389.0K | 0.23% | −2,019−31.8% | Reduced |
| Quad-Cities Investment Group, LLC | 4,335 | $389.1K | 0.25% | +10.0% | Added |
| Legacy Financial Advisors, Inc. | 4,365 | $391.7K | 0.07% | −1,610−26.9% | Reduced |
| Roble, Belko & Company, Inc | 4,364 | $392.0K | 0.08% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,369 | $392.1K | 0.05% | +338+8.4% | Added |
| Aldebaran Financial Inc. | 4,383 | $393.3K | 0.56% | +19+0.4% | Added |
| Blueshift Asset Management, LLC | 4,387 | $393.7K | 0.15% | −741−14.5% | Reduced |
| Centennial Bank | 4,401 | $394.9K | 0.27% | −2,885−39.6% | Reduced |
| Adell Harriman & Carpenter Inc | 4,356 | $395.2K | 0.04% | +313+7.7% | Added |
| Treasure Coast Financial Planning | 4,424 | $397.0K | 0.27% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 4,425 | $397.1K | 0.31% | +4,425 | New |
| Costello Asset Management, INC | 4,436 | $398.1K | 0.34% | −48−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 4,442 | $398.6K | 0.12% | −14−0.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $401.5K | 0.39% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,494 | $403.3K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,495 | $403.4K | 0.53% | +437+10.8% | Added |
| CVA Family Office, LLC | 4,495 | $403.4K | 0.08% | −37−0.8% | Reduced |
| Birchcreek Wealth Management, LLC | 4,516 | $405.3K | 0.28% | +853+23.3% | Added |
| Campion Asset Management LLC | 4,540 | $407.4K | 0.36% | +20+0.4% | Added |
| Ategra Capital Management, LLC | 4,543 | $407.7K | 0.22% | −1,604−26.1% | Reduced |
| Cordatus Wealth Management LLC | 4,561 | $409.0K | 0.15% | +4,561 | New |
| WealthPLAN Partners, LLC | 4,560 | $409.2K | 0.06% | −490−9.7% | Reduced |
| Sigma Investment Counselors Inc | 4,568 | $410.0K | 0.03% | −269−5.6% | Reduced |
| Argus Investors' Counsel, Inc. | 4,570 | $410.1K | 0.28% | +1,311+40.2% | Added |
| West Chester Capital Advisors, Inc | 4,582 | $411.2K | 0.78% | −3,052−40.0% | Reduced |
| Hudock, Inc. | 4,594 | $412.3K | 0.10% | +10+0.2% | Added |
| Garrett Wealth Advisory Group, LLC | 4,612 | $413.9K | 0.18% | +393+9.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,614 | $414.1K | 0.20% | −202−4.2% | Reduced |
| Duncker Streett & Co Inc | 4,624 | $414.9K | 0.09% | −133−2.8% | Reduced |