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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 5,805 | $521.0K | 0.09% | +345+6.3% | Added |
| Burney Co | 5,824 | $522.6K | 0.02% | −465−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,878 | $527.5K | 0.04% | −50−0.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,886 | $528.2K | 0.12% | +493+9.1% | Added |
| Colonial River Wealth Management, LLC | 5,887 | $528.3K | 0.35% | −325−5.2% | Reduced |
| Monetary Management Group Inc | 5,933 | $532.4K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,939 | $533.0K | 0.04% | −1,205−16.9% | Reduced |
| Bard Financial Services, Inc. | 5,940 | $533.1K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,940 | $533.1K | 0.02% | −331−5.3% | Reduced |
| Summit Financial, LLC | 5,946 | $533.6K | 0.04% | −1,325−18.2% | Reduced |
| Venture Visionary Partners LLC | 5,946 | $533.7K | 0.03% | −2,193−26.9% | Reduced |
| GSB Wealth Management, LLC | 5,948 | $533.7K | 0.17% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,993 | $537.8K | 0.21% | +396+7.1% | Added |
| LBMC Investment Advisors, LLC | 5,994 | $537.9K | 0.05% | +24+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $538.4K | 0.19% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,010 | $539.3K | 0.00% | −148−2.4% | Reduced |
| RB Capital Management, LLC | 6,051 | $543.1K | 0.17% | −1,431−19.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,053 | $543.2K | 0.07% | +46+0.8% | Added |
| Visionary Wealth Advisors | 6,076 | $545.3K | 0.04% | +84+1.4% | Added |
| First Financial Corp | 6,096 | $547.0K | 0.35% | −479−7.3% | Reduced |
| Quadrant Capital Group LLC | 6,101 | $547.5K | 0.05% | −4,473−42.3% | Reduced |
| Eudaimonia Advisors LLC | 6,113 | $548.6K | 0.37% | −62−1.0% | Reduced |
| Scotia Capital Inc. | 6,123 | $549.5K | 0.00% | −1,573−20.4% | Reduced |
| Valmark Advisers, Inc. | 6,134 | $550.5K | 0.01% | +1,139+22.8% | Added |
| Gateway Investment Advisers LLC | 6,142 | $551.2K | 0.01% | +477+8.4% | Added |
| First Hawaiian Bank | 6,161 | $552.9K | 0.02% | −20.0% | Reduced |
| Hancock Whitney Corp | 6,172 | $554.0K | 0.02% | +367+6.3% | Added |
| Future Financial Wealth Managment LLC | 6,175 | $554.1K | 0.58% | +20+0.3% | Added |
| Manchester Capital Management LLC | 6,193 | $555.8K | 0.07% | −10,454−62.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,214 | $557.7K | 0.04% | +257+4.3% | Added |
| Doliver Advisors, LP | 6,235 | $559.5K | 0.17% | +515+9.0% | Added |
| Carret Asset Management, LLC | 6,242 | $560.2K | 0.07% | −627−9.1% | Reduced |
| Bessemer Securities LLC | 6,250 | $561.0K | 0.37% | −450−6.7% | Reduced |
| Exchange Traded Concepts, LLC | 6,264 | $562.1K | 0.01% | −188−2.9% | Reduced |
| Washington Capital Management Inc | 6,275 | $563.1K | 0.48% | 00.0% | Unchanged |
| Optas, LLC | 6,277 | $563.3K | 0.19% | +20.0% | Added |
| OmniStar Financial Group, Inc. | 6,278 | $563.4K | 0.66% | +63+1.0% | Added |
| ORG Partners LLC | 6,257 | $564.0K | 0.09% | +6,257 | New |
| Los Angeles Capital Management LLC | 6,307 | $566.0K | 0.00% | −45−0.7% | Reduced |
| XML Financial, LLC | 6,319 | $567.1K | 0.07% | +6+0.1% | Added |
| Hexagon Capital Partners LLC | 6,320 | $567.2K | 0.15% | +1,027+19.4% | Added |
| Arkadios Wealth Advisors | 6,322 | $567.3K | 0.07% | −228−3.5% | Reduced |
| Rollins Financial | 6,335 | $568.5K | 0.16% | −3,135−33.1% | Reduced |
| MJP Associates Inc | 6,336 | $568.6K | 0.19% | −578−8.4% | Reduced |
| Hartford Funds Management Co LLC | 6,374 | $572.0K | 0.06% | +558+9.6% | Added |
| Thrive Capital Management, LLC | 6,377 | $572.3K | 0.33% | +406+6.8% | Added |
| RIA Advisory Group LLC | 6,390 | $573.5K | 0.25% | +2,163+51.2% | Added |
| PSI Advisors, LLC | 6,412 | $575.4K | 0.25% | +1,500+30.5% | Added |
| Wealth Management Associates, Inc. | 6,422 | $576.3K | 0.33% | +50+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 6,425 | $577.0K | 0.07% | −70−1.1% | Reduced |
| Bigelow Investment Advisors, LLC | 6,436 | $577.6K | 0.32% | +274+4.4% | Added |
| Archer Investment Corp | 6,443 | $578.2K | 0.21% | +15+0.2% | Added |
| Guyasuta Investment Advisors Inc | 6,471 | $580.7K | 0.04% | −300−4.4% | Reduced |
| Formidable Asset Management, LLC | 6,508 | $584.0K | 0.13% | +9+0.1% | Added |
| Kanawha Capital Management LLC | 6,524 | $585.5K | 0.05% | −112−1.7% | Reduced |
| WBH Advisory Inc | 6,527 | $585.7K | 0.07% | −398−5.7% | Reduced |
| Powers Advisory Group, LLC | 6,533 | $586.3K | 0.39% | +51+0.8% | Added |
| Essex Savings Bank | 6,555 | $588.2K | 0.20% | −61−0.9% | Reduced |
| Stockman Wealth Management, Inc. | 6,567 | $589.3K | 0.13% | −90−1.4% | Reduced |
| Kapstone Financial Advisors LLC | 6,396 | $589.4K | 0.49% | +84+1.3% | Added |
| Cooper Financial Group | 6,568 | $589.4K | 0.15% | +540+9.0% | Added |
| Marietta Investment Partners LLC | 6,581 | $590.6K | 0.15% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 6,595 | $592.0K | 0.04% | +153+2.4% | Added |
| Kingfisher Capital LLC | 6,618 | $594.0K | 0.15% | +217+3.4% | Added |
| Crescent Sterling, Ltd. | 6,628 | $594.8K | 0.56% | +321+5.1% | Added |
| Waters Parkerson & Co., LLC | 6,640 | $596.0K | 0.03% | −116−1.7% | Reduced |
| Chiron Investment Management, LLC | 6,643 | $596.1K | 0.17% | +6,643 | New |
| Whittier Trust Co of Nevada Inc | 6,646 | $596.4K | 0.02% | +1,905+40.2% | Added |
| PFG Investments, LLC | 6,649 | $596.7K | 0.11% | +103+1.6% | Added |
| Resurgent Financial Advisors LLC | 6,659 | $597.6K | 0.40% | +1,591+31.4% | Added |
| Kavar Capital Partners Group, LLC | 6,662 | $597.8K | 0.13% | −928−12.2% | Reduced |
| Agate Pass Investment Management, LLC | 6,673 | $598.8K | 0.36% | −50−0.7% | Reduced |
| Guardian Investment Management | 5,699 | $599.4K | 0.52% | −14,226−71.4% | Reduced |
| Glen Eagle Advisors, LLC | 6,692 | $600.5K | 0.14% | −446−6.2% | Reduced |
| First Heartland Consultants, Inc. | 6,737 | $604.6K | 0.08% | −149−2.2% | Reduced |
| Cannon Financial Strategists, Inc. | 6,755 | $606.2K | 0.17% | 00.0% | Unchanged |
| Headinvest, LLC | 6,488 | $608.7K | 0.13% | +76+1.2% | Added |
| Summit Financial Group Inc | 6,792 | $609.5K | 0.24% | 00.0% | Unchanged |
| Edgewood Management LLC | 6,802 | $610.4K | 0.00% | +1,334+24.4% | Added |
| Ameritas Advisory Services, LLC | 6,811 | $611.4K | 0.08% | −11,060−61.9% | Reduced |
| Front Row Advisors LLC | 6,824 | $612.0K | 0.27% | 00.0% | Unchanged |
| SPC Financial, Inc. | 6,827 | $612.7K | 0.07% | +351+5.4% | Added |
| Delta Financial Group, Inc. | 6,838 | $614.0K | 0.72% | +246+3.7% | Added |
| Cross Staff Investments Inc | 6,847 | $614.5K | 0.56% | −276−3.9% | Reduced |
| Endurance Wealth Management, Inc. | 6,888 | $618.0K | 0.08% | +77+1.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,740 | $618.6K | 0.33% | +191+2.9% | Added |
| First Financial Bank - Trust Division | 6,894 | $618.7K | 0.06% | −165−2.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,919 | $620.9K | 0.02% | −100−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,916 | $621.0K | 0.00% | +3,342+93.5% | Added |
| Parsons Capital Management Inc | 6,965 | $625.0K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,980 | $626.4K | 0.05% | −98−1.4% | Reduced |
| Transform Wealth, LLC | 6,995 | $627.7K | 0.06% | +14+0.2% | Added |
| CoreCap Advisors, LLC | 6,997 | $627.9K | 0.04% | +6,997 | New |
| John G Ullman & Associates Inc | 7,019 | $629.9K | 0.10% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 7,028 | $630.7K | 0.50% | +1,172+20.0% | Added |
| Stratos Wealth Advisors, LLC | 7,039 | $631.7K | 0.04% | +1,367+24.1% | Added |
| Albion Financial Group | 7,046 | $632.3K | 0.06% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 7,063 | $633.9K | 0.47% | +198+2.9% | Added |
| Investment Advisory Services Inc | 7,078 | $635.2K | 0.27% | +318+4.7% | Added |
| Washington Trust Co | 7,094 | $636.6K | 0.03% | +404+6.0% | Added |