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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 7,125 | $638.0K | 0.00% | −5,879−45.2% | Reduced |
| SYSTM Wealth Solutions LLC | 7,153 | $641.9K | 0.09% | +971+15.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,181 | $644.4K | 0.12% | +469+7.0% | Added |
| AlphaStar Capital Management, LLC | 7,188 | $645.1K | 0.07% | −829−10.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,190 | $645.3K | 0.14% | +357+5.2% | Added |
| Adalta Capital Management LLC | 7,205 | $647.0K | 0.43% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7,248 | $650.4K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 7,258 | $651.4K | 0.38% | +44+0.6% | Added |
| Concord Wealth Partners | 7,312 | $656.2K | 0.14% | +1,485+25.5% | Added |
| Capital Asset Advisory Services LLC | 7,116 | $661.9K | 0.05% | +131+1.9% | Added |
| Park Edge Advisors, LLC | 7,404 | $664.4K | 0.22% | −186−2.5% | Reduced |
| Leonteq Securities AG | 7,430 | $666.8K | 0.07% | +5,576+300.8% | Added |
| Clarius Group, LLC | 7,455 | $669.0K | 0.05% | +809+12.2% | Added |
| Independent Financial Group, LLC | 7,492 | $672.4K | 0.05% | +734+10.9% | Added |
| First Command Bank | 7,525 | $675.3K | 0.06% | −331−4.2% | Reduced |
| First Command Financial Services, Inc. | 7,525 | $675.3K | 0.06% | −331−4.2% | Reduced |
| Optimum Investment Advisors | 7,537 | $676.4K | 0.33% | −250−3.2% | Reduced |
| Chapin Davis, Inc. | 7,542 | $676.8K | 0.32% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,542 | $676.8K | 0.09% | +291+4.0% | Added |
| Hodges Capital Management Inc. | 0 | $677.0K | 0.04% | −8,274−100.0% | Reduced |
| Wills Financial Group, Inc. | 7,552 | $677.8K | 0.34% | +527+7.5% | Added |
| Financial Advocates Investment Management | 7,553 | $677.8K | 0.05% | +901+13.5% | Added |
| High Net Worth Advisory Group LLC | 7,569 | $679.3K | 0.26% | −582−7.1% | Reduced |
| Patton Albertson Miller Group, LLC | 7,587 | $680.9K | 0.13% | −2,153−22.1% | Reduced |
| Cape Investment Advisory, Inc. | 7,607 | $682.7K | 0.38% | +583+8.3% | Added |
| DFPG Investments, LLC | 7,494 | $686.9K | 0.06% | +5,197+226.3% | Added |
| V Wealth Advisors LLC | 7,659 | $687.3K | 0.12% | +511+7.1% | Added |
| Capital Square, LLC | 7,659 | $687.3K | 0.64% | +133+1.8% | Added |
| Wulff, Hansen & Co. | 7,675 | $688.8K | 0.77% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,706 | $691.5K | 0.03% | +340+4.6% | Added |
| Ropes Wealth Advisors LLC | 7,727 | $693.4K | 0.12% | +1,397+22.1% | Added |
| Bank of New Hampshire | 7,728 | $693.5K | 0.20% | +433+5.9% | Added |
| Legacy Wealth Asset Management, LLC | 7,731 | $693.8K | 0.24% | +30.0% | Added |
| Foster Victor Wealth Advisors, LLC | 7,586 | $694.9K | 0.08% | −676−8.2% | Reduced |
| Prossimo Advisors, LLC | 7,773 | $698.0K | 0.67% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 7,792 | $699.3K | 0.01% | −82−1.0% | Reduced |
| Radnor Capital Management, LLC | 7,829 | $703.0K | 0.30% | +285+3.8% | Added |
| M Holdings Securities, Inc. | 7,852 | $705.0K | 0.15% | −4,476−36.3% | Reduced |
| Lake Street Financial LLC | 7,887 | $707.8K | 0.12% | −173−2.1% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $707.9K | 0.04% | 00.0% | Unchanged |
| Doheny Asset Management | 7,886 | $708.0K | 0.61% | −100−1.3% | Reduced |
| Quantitative Investment Management, LLC | 7,898 | $708.0K | 0.07% | +7,898 | New |
| Western Wealth Management, LLC | 7,890 | $708.1K | 0.06% | −176−2.2% | Reduced |
| Segment Wealth Management, LLC | 7,893 | $708.3K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 7,896 | $708.6K | 0.02% | +142+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 7,919 | $710.7K | 0.03% | −6,568−45.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,921 | $710.8K | 0.06% | −624−7.3% | Reduced |
| InTrack Investment Management Inc | 7,941 | $712.6K | 0.58% | −1,168−12.8% | Reduced |
| Armstrong Advisory Group, Inc | 7,943 | $712.8K | 0.08% | −1,102−12.2% | Reduced |
| Belpointe Asset Management LLC | 7,955 | $713.9K | 0.08% | −11,450−59.0% | Reduced |
| Centre Asset Management, LLC | 7,954 | $714.0K | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,959 | $714.2K | 0.06% | +230+3.0% | Added |
| First Personal Financial Services | 7,967 | $715.0K | 0.18% | 00.0% | Unchanged |
| Madden Securities Corp | 7,969 | $715.1K | 0.37% | −800−9.1% | Reduced |
| Abacus Planning Group, Inc. | 8,017 | $719.5K | 0.17% | +654+8.9% | Added |
| Keystone Financial Group | 8,051 | $722.5K | 0.12% | +8,051 | New |
| First National Bank of South Miami | 8,068 | $724.0K | 0.58% | −290−3.5% | Reduced |
| HM Payson & Co | 8,085 | $725.5K | 0.02% | −28−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 8,089 | $726.0K | 0.03% | −77−0.9% | Reduced |
| Cornerstone Advisory, LLC | 8,103 | $727.2K | 0.13% | +105+1.3% | Added |
| Advisory Alpha, LLC | 8,193 | $735.3K | 0.04% | +1,598+24.2% | Added |
| Infrastructure Capital Advisors, LLC | 8,198 | $735.7K | 0.13% | +3,328+68.3% | Added |
| Trust Co of Virginia | 8,213 | $737.0K | 0.08% | −732−8.2% | Reduced |
| Stephenson National Bank & Trust | 8,217 | $737.4K | 0.40% | +428+5.5% | Added |
| Americana Partners, LLC | 8,229 | $738.5K | 0.09% | +2,183+36.1% | Added |
| Busey Wealth Management | 8,237 | $739.2K | 0.03% | −196−2.3% | Reduced |
| Truepoint, Inc. | 8,355 | $749.8K | 0.02% | +8,355 | New |
| Cornerstone Wealth Management, LLC | 8,378 | $751.8K | 0.07% | +1,732+26.1% | Added |
| Gradient Investments LLC | 8,378 | $751.9K | 0.02% | +181+2.2% | Added |
| Wrapmanager Inc | 8,418 | $755.4K | 0.23% | +491+6.2% | Added |
| Newbridge Financial Services Group, Inc. | 8,464 | $759.6K | 0.37% | −813−8.8% | Reduced |
| Parallel Advisors, LLC | 8,497 | $762.5K | 0.02% | −270−3.1% | Reduced |
| Great Lakes Retirement, Inc. | 8,525 | $765.0K | 0.14% | +516+6.4% | Added |
| Moneta Group Investment Advisors LLC | 8,535 | $765.9K | 0.02% | −634−6.9% | Reduced |
| EPG Wealth Management LLC | 8,541 | $766.4K | 0.23% | +152+1.8% | Added |
| Wedmont Private Capital | 8,276 | $769.8K | 0.08% | +715+9.5% | Added |
| MidWestOne Financial Group, Inc. | 8,599 | $771.7K | 0.17% | −282−3.2% | Reduced |
| Widmann Financial Services, Inc. | 8,682 | $779.1K | 0.75% | +298+3.6% | Added |
| Grimes & Company, Inc. | 8,701 | $780.8K | 0.03% | +96+1.1% | Added |
| Thrive Wealth Management, LLC | 8,705 | $781.2K | 0.20% | +1,055+13.8% | Added |
| Ethic Inc. | 8,708 | $781.4K | 0.03% | −399−4.4% | Reduced |
| International Assets Investment Management, LLC | 8,760 | $783.2K | 0.11% | +224+2.6% | Added |
| Lineweaver Wealth Advisors, LLC | 8,727 | $783.7K | 0.22% | +408+4.9% | Added |
| LGT Financial Advisors LLC | 8,733 | $783.7K | 0.84% | +4,574+110.0% | Added |
| Evergreen Capital Management LLC | 8,736 | $784.0K | 0.03% | +2,895+49.6% | Added |
| First National Bank & Trust Co of Newtown | 8,766 | $786.6K | 0.17% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 8,790 | $788.8K | 0.08% | +7,476+568.9% | Added |
| Mount Yale Investment Advisors, LLC | 8,815 | $791.0K | 0.08% | +256+3.0% | Added |
| Intrust Bank NA | 8,817 | $791.2K | 0.10% | +938+11.9% | Added |
| Advisor OS, LLC | 8,831 | $792.5K | 0.13% | −3,659−29.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,846 | $793.9K | 0.07% | +528+6.3% | Added |
| Private Capital Management, LLC | 8,852 | $794.4K | 0.10% | +3,238+57.7% | Added |
| Little House Capital LLC | 8,852 | $794.4K | 0.34% | +226+2.6% | Added |
| Alethea Capital Management, LLC | 8,856 | $794.7K | 0.85% | +5,856+195.2% | Added |
| Fiduciary Group LLC | 8,893 | $798.1K | 0.10% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,904 | $799.0K | 0.07% | −1,151−11.4% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $807.7K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,035 | $811.0K | 0.06% | −3,586−28.4% | Reduced |
| Intrua Financial, LLC | 9,062 | $813.2K | 0.15% | +3,146+53.2% | Added |
| Oakworth Capital, Inc. | 9,073 | $814.2K | 0.07% | −2,322−20.4% | Reduced |