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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 4,629 | $415.4K | 0.26% | +879+23.4% | Added |
| ERTS Wealth Advisors, LLC | 4,660 | $418.2K | 0.10% | +137+3.0% | Added |
| Goepper Burkhardt LLC | 4,661 | $418.2K | 0.25% | −3−0.1% | Reduced |
| Horan Securities, Inc. | 4,662 | $418.3K | 0.18% | +2,264+94.4% | Added |
| Waddell & Associates, LLC | 4,667 | $418.8K | 0.06% | +4,667 | New |
| Centaurus Financial, Inc. | 4,681 | $420.0K | 0.04% | −4,188−47.2% | Reduced |
| Field & Main Bank | 4,730 | $424.5K | 0.24% | +65+1.4% | Added |
| World Equity Group, Inc. | 4,763 | $427.5K | 0.13% | +4,763 | New |
| Slagle Financial, LLC | 4,771 | $428.2K | 0.27% | +4,771 | New |
| Girard Partners Ltd. | 4,772 | $428.2K | 0.05% | −311−6.1% | Reduced |
| Graypoint LLC | 4,773 | $428.3K | 0.04% | +1,469+44.5% | Added |
| Conning Inc. | 4,778 | $428.8K | 0.01% | −600−11.2% | Reduced |
| Symmetry Partners, LLC | 4,781 | $429.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,784 | $429.3K | 0.22% | +240+5.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 4,785 | $429.4K | 0.25% | −233−4.6% | Reduced |
| Cypress Asset Management Inc | 4,785 | $429.4K | 0.14% | −75−1.5% | Reduced |
| Traphagen Investment Advisors LLC | 4,794 | $430.2K | 0.06% | +1,700+54.9% | Added |
| Bedel Financial Consulting, Inc. | 4,801 | $430.8K | 0.09% | +9+0.2% | Added |
| Accurate Wealth Management, LLC | 4,638 | $431.4K | 0.13% | −409−8.1% | Reduced |
| Wolff Financial Management LLC | 4,810 | $432.0K | 0.38% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,815 | $432.1K | 0.21% | +610+14.5% | Added |
| Callan Family Office, LLC | 4,836 | $434.0K | 0.11% | −164−3.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,843 | $434.6K | 0.09% | −585−10.8% | Reduced |
| Means Investment Co., Inc. | 4,849 | $435.1K | 0.07% | −43−0.9% | Reduced |
| Spinnaker Trust | 4,850 | $435.2K | 0.03% | −60−1.2% | Reduced |
| Heritage Wealth Advisors | 4,853 | $435.5K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,860 | $436.0K | 0.04% | +25+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,860 | $436.1K | 0.06% | −30−0.6% | Reduced |
| Associated Banc-Corp | 4,874 | $437.4K | 0.02% | +125+2.6% | Added |
| Apexium Financial, LP | 4,901 | $439.8K | 0.04% | +200+4.3% | Added |
| Beese Fulmer Investment Management, Inc. | 4,906 | $440.3K | 0.05% | −145−2.9% | Reduced |
| Capital Analysts, LLC | 4,925 | $442.0K | 0.02% | +173+3.6% | Added |
| Flaharty Asset Management, LLC | 4,932 | $442.6K | 0.08% | +1,339+37.3% | Added |
| Wendell David Associates Inc | 4,966 | $446.0K | 0.05% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,992 | $448.0K | 0.03% | +10+0.2% | Added |
| Atlantic Trust, LLC | 4,656 | $448.0K | 0.14% | −1,093−19.0% | Reduced |
| CWS Financial Advisors, LLC | 4,998 | $448.5K | 0.17% | −234−4.5% | Reduced |
| Firethorn Wealth Partners, LLC | 5,062 | $454.3K | 0.34% | +273+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,066 | $454.6K | 0.20% | −421−7.7% | Reduced |
| Hendershot Investments Inc. | 5,073 | $455.2K | 0.07% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,080 | $455.9K | 0.09% | +350+7.4% | Added |
| L.M. Kohn & Company | 5,082 | $456.0K | 0.17% | +700+16.0% | Added |
| Prairie Sky Financial Group LLC | 5,102 | $457.9K | 0.31% | +5,102 | New |
| Silverlake Wealth Management LLC | 5,110 | $458.6K | 0.25% | +251+5.2% | Added |
| Sunbelt Securities, Inc. | 5,137 | $461.0K | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,158 | $461.5K | 0.09% | +20.0% | Added |
| Allen Capital Group, LLC | 5,148 | $462.0K | 0.08% | −3−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,180 | $464.9K | 0.00% | +5,180 | New |
| Horizon Investments, LLC | 5,192 | $465.9K | 0.01% | +873+20.2% | Added |
| Crewe Advisors LLC | 5,205 | $467.1K | 0.07% | +40+0.8% | Added |
| NorthRock Partners, LLC | 5,205 | $467.1K | 0.05% | −1,781−25.5% | Reduced |
| Waldron Private Wealth LLC | 5,213 | $467.8K | 0.02% | +806+18.3% | Added |
| Hills Bank & Trust Co | 5,239 | $470.1K | 0.06% | 00.0% | Unchanged |
| Cedrus LLC | 5,243 | $470.5K | 0.33% | +236+4.7% | Added |
| BCGM Wealth Management, LLC | 5,250 | $471.1K | 0.21% | +727+16.1% | Added |
| MEMBERS Trust Co | 5,253 | $471.4K | 0.01% | +5,253 | New |
| Garde Capital, Inc. | 5,273 | $473.0K | 0.04% | +5,273 | New |
| Gladstone Institutional Advisory LLC | 5,275 | $473.4K | 0.03% | +771+17.1% | Added |
| MBA Advisors LLC | 5,276 | $473.5K | 0.28% | +100+1.9% | Added |
| Teza Capital Management LLC | 5,276 | $473.5K | 0.08% | +5,276 | New |
| Family Management Corp | 5,280 | $473.8K | 0.10% | −299−5.4% | Reduced |
| Invesco, LLC | 5,284 | $474.2K | 0.23% | +5,284 | New |
| Sutton Wealth Advisors Inc. | 5,318 | $477.2K | 0.23% | +132+2.5% | Added |
| PBMares Wealth Management LLC | 5,323 | $477.7K | 0.17% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,333 | $479.0K | 0.18% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,210 | $479.9K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 5,344 | $480.0K | 0.29% | 00.0% | Unchanged |
| Davis R M Inc | 5,357 | $481.0K | 0.01% | +900+20.2% | Added |
| Sandy Spring Bank | 5,396 | $484.2K | 0.03% | −438−7.5% | Reduced |
| Icon Advisers Inc | 5,400 | $484.6K | 0.12% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 5,411 | $485.5K | 0.20% | +10.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,415 | $485.9K | 0.25% | +3,497+182.3% | Added |
| Brandywine Oak Private Wealth LLC | 5,425 | $486.8K | 0.05% | +4+0.1% | Added |
| Day & Ennis, LLC | 5,455 | $489.6K | 0.19% | +34+0.6% | Added |
| Octavia Wealth Advisors, LLC | 5,459 | $489.9K | 0.10% | +1,692+44.9% | Added |
| Studio Investment Management LLC | 5,475 | $491.3K | 0.14% | +5,475 | New |
| Walter Public Investments Inc. | 5,500 | $493.6K | 0.11% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,500 | $493.6K | 0.01% | +5,500 | New |
| Hengehold Capital Management LLC | 5,504 | $493.9K | 0.07% | −268−4.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,527 | $496.0K | 0.34% | −4,818−46.6% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $496.9K | 0.23% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,547 | $497.8K | 0.44% | −344−5.8% | Reduced |
| Gateway Wealth Partners, LLC | 5,556 | $498.6K | 0.09% | +577+11.6% | Added |
| Fairfield, Bush & Co. | 5,562 | $499.1K | 0.14% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,334 | $499.3K | 0.23% | −242−4.3% | Reduced |
| Ci Investments Inc. | 5,577 | $500.0K | 0.00% | +2,248+67.5% | Added |
| Chicago Trust Co NA | 5,579 | $500.7K | 0.12% | +100+1.8% | Added |
| ICA Group Wealth Management, LLC | 5,595 | $502.1K | 0.13% | −477−7.9% | Reduced |
| Wellington Shields & Co., LLC | 5,598 | $502.3K | 0.12% | +7+0.1% | Added |
| Bowen Hanes & Co Inc | 5,608 | $503.3K | 0.02% | −219−3.8% | Reduced |
| Gray Wealth Management Inc. | 5,627 | $504.9K | 0.25% | +279+5.2% | Added |
| Petra Financial Advisors Inc | 5,635 | $505.7K | 0.45% | +3+0.1% | Added |
| NBT Bank N A | 5,687 | $510.4K | 0.07% | −244−4.1% | Reduced |
| Benedetti & Gucer, Inc. | 5,690 | $511.0K | 0.26% | +533+10.3% | Added |
| E&G Advisors, LP | 5,700 | $511.5K | 0.18% | +100+1.8% | Added |
| Golden State Equity Partners | 5,711 | $512.5K | 0.14% | +5,711 | New |
| Transcend Wealth Collective, LLC | 5,747 | $515.7K | 0.05% | −2,039−26.2% | Reduced |
| Enterprise Financial Services Corp | 5,753 | $516.3K | 0.33% | −32−0.6% | Reduced |
| Northwest Bancshares, Inc. | 5,780 | $518.7K | 0.09% | +40+0.7% | Added |
| Krane Funds Advisors LLC | 5,789 | $520.0K | 0.03% | +5,789 | New |