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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| ING Groep NV | 150,758 | $13.5M | 0.10% | +88,017+140.3% | Added |
| Woodmont Investment Counsel LLC | 150,289 | $13.5M | 1.40% | +20,646+15.9% | Added |
| Canal Insurance CO | 150,166 | $13.5M | 3.79% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 147,751 | $13.3M | 0.04% | +52,428+55.0% | Added |
| Gratus Capital LLC | 147,166 | $13.2M | 0.91% | +3,840+2.7% | Added |
| Janney Capital Management LLC | 146,439 | $13.1M | 0.91% | +3,234+2.3% | Added |
| Caisse de Depot Et Placement du Quebec | 145,100 | $13.0M | 0.03% | +23,900+19.7% | Added |
| Stephens Inc | 144,882 | $13.0M | 0.23% | +7,804+5.7% | Added |
| Colonial Trust Advisors | 143,878 | $12.9M | 1.43% | −3,619−2.5% | Reduced |
| AE Wealth Management LLC | 142,352 | $12.8M | 0.08% | −14,994−9.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 139,951 | $12.6M | 0.02% | −2,606−1.8% | Reduced |
| Brinker Capital Investments, LLC | 139,068 | $12.5M | 0.13% | +17,605+14.5% | Added |
| Orion Portfolio Solutions, LLC | 139,068 | $12.5M | 0.13% | +17,605+14.5% | Added |
| DekaBank Deutsche Girozentrale | 136,759 | $12.2M | 0.03% | −6,517−4.5% | Reduced |
| Yousif Capital Management, LLC | 133,423 | $12.0M | 0.15% | +1,921+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 132,434 | $11.9M | 0.05% | +4,066+3.2% | Added |
| Utah Retirement Systems | 132,386 | $11.9M | 0.16% | −4,700−3.4% | Reduced |
| Beck Mack & Oliver LLC | 131,060 | $11.8M | 0.31% | −2,248−1.7% | Reduced |
| Cornerstone Capital, Inc. | 130,793 | $11.7M | 1.36% | +2,875+2.2% | Added |
| Guardian Capital Advisors LP | 126,146 | $11.7M | 1.32% | +3,169+2.6% | Added |
| Brookstone Capital Management | 128,443 | $11.5M | 0.23% | +104,834+444.0% | Added |
| D.A. Davidson & Co. | 127,592 | $11.5M | 0.12% | +31,058+32.2% | Added |
| South Dakota Investment Council | 126,023 | $11.3M | 0.24% | +44,639+54.8% | Added |
| Rockefeller Capital Management L.P. | 125,505 | $11.3M | 0.04% | +4,558+3.8% | Added |
| Illinois Municipal Retirement Fund | 124,075 | $11.1M | 0.22% | −117,928−48.7% | Reduced |
| Balyasny Asset Management LLC | 123,498 | $11.1M | 0.03% | +108,946+748.7% | Added |
| Meyer Handelman Co | 121,700 | $10.9M | 0.44% | −833−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 120,616 | $10.8M | 0.05% | −3,559−2.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 120,562 | $10.8M | 3.56% | +1,479+1.2% | Added |
| State of Tennessee, Treasury Department | 120,464 | $10.8M | 0.05% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 119,487 | $10.7M | 0.77% | −2,700−2.2% | Reduced |
| Independent Advisor Alliance | 118,776 | $10.7M | 0.47% | +64+0.1% | Added |
| ProShare Advisors LLC | 118,365 | $10.6M | 0.03% | +2,491+2.1% | Added |
| Cetera Investment Advisers | 117,195 | $10.5M | 0.09% | +14,063+13.6% | Added |
| Clarity Financial LLC | 117,080 | $10.5M | 1.56% | +109,349+1,414.4% | Added |
| Mercer Global Advisors Inc | 116,234 | $10.4M | 0.04% | +33,558+40.6% | Added |
| Eagle Asset Management Inc | 115,237 | $10.3M | 0.06% | −936−0.8% | Reduced |
| Willis Investment Counsel | 111,460 | $10.0M | 0.65% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 110,841 | $9.95M | 0.11% | +664+0.6% | Added |
| Bogart Wealth, LLC | 110,546 | $9.92M | 0.63% | +1,211+1.1% | Added |
| New York Life Investment Management LLC | 109,309 | $9.81M | 0.10% | +172+0.2% | Added |
| Schroder Investment Management Group | 103,810 | $9.32M | 0.01% | +1,555+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,345 | $9.27M | 0.03% | +13,075+14.5% | Added |
| Element Capital Management LLC | 103,156 | $9.26M | 0.63% | +5,364+5.5% | Added |
| Capstone Investment Advisors, LLC | 102,402 | $9.19M | 0.27% | +41,606+68.4% | Added |
| Kestra Advisory Services, LLC | 100,531 | $9.02M | 0.09% | +3,059+3.1% | Added |
| ARS Wealth Advisors Group, LLC | 99,655 | $8.94M | 1.42% | +1,303+1.3% | Added |
| Holocene Advisors, LP | 98,281 | $8.82M | 0.04% | +53,897+121.4% | Added |
| Beck Bode, LLC | 98,007 | $8.79M | 2.14% | +98,007 | New |
| Blair William & Co | 97,268 | $8.73M | 0.03% | −567−0.6% | Reduced |
| Oppenheimer & Co Inc | 95,975 | $8.61M | 0.17% | +17,935+23.0% | Added |
| State of Alaska, Department of Revenue | 95,485 | $8.57M | 0.10% | −30,487−24.2% | Reduced |
| Farmers & Merchants Investments Inc | 95,127 | $8.54M | 0.32% | −1,048−1.1% | Reduced |
| Decade Renewable Partners LP | 94,900 | $8.52M | 3.94% | +94,900 | New |
| GWM Advisors LLC | 94,576 | $8.49M | 0.10% | +4,258+4.7% | Added |
| Linscomb & Williams, Inc. | 94,383 | $8.47M | 0.46% | −3,453−3.5% | Reduced |
| Xponance, Inc. | 91,644 | $8.22M | 0.11% | −142−0.2% | Reduced |
| Czech National Bank | 91,229 | $8.19M | 0.19% | +519+0.6% | Added |
| CIBC World Markets Corp | 90,323 | $8.11M | 0.07% | +51,385+132.0% | Added |
| Laurel Wealth Advisors LLC | 90,104 | $8.09M | 1.63% | +1,267+1.4% | Added |
| Wealthfront Advisers LLC | 87,089 | $7.82M | 0.03% | +21,302+32.4% | Added |
| Romano Brothers and Company | 87,015 | $7.81M | 1.16% | +2,348+2.8% | Added |
| South State Corp. | 86,456 | $7.76M | 0.69% | −3,546−3.9% | Reduced |
| First Citizens Bank & Trust Co | 85,762 | $7.70M | 0.14% | +9,380+12.3% | Added |
| Bell Bank | 85,656 | $7.69M | 0.81% | −3,997−4.5% | Reduced |
| Zions Bancorporation, N.A. | 85,493 | $7.67M | 0.65% | +8,092+10.5% | Added |
| Patten & Patten Inc | 85,023 | $7.63M | 0.63% | +3,187+3.9% | Added |
| Morgan Dempsey Capital Management LLC | 85,018 | $7.63M | 2.18% | −5,325−5.9% | Reduced |
| Jones Financial Companies LLLP | 84,781 | $7.61M | 0.01% | −533−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 84,100 | $7.55M | 0.10% | +37,500+80.5% | Added |
| Nissay Asset Management Corp | 83,771 | $7.52M | 0.06% | −1,155−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,487 | $7.40M | 0.11% | +2,182+2.7% | Added |
| National Asset Management, Inc. | 82,430 | $7.40M | 0.17% | +79+0.1% | Added |
| Prudential PLC | 81,968 | $7.36M | 0.09% | +2,277+2.9% | Added |
| Dean Investment Associates, LLC | 81,501 | $7.31M | 1.19% | +2,091+2.6% | Added |
| Colony Group LLC | 79,579 | $7.14M | 0.10% | +2,711+3.5% | Added |
| Capital Investment Advisory Services, LLC | 78,678 | $7.06M | 0.70% | +8,536+12.2% | Added |
| Smith, Salley & Associates | 78,529 | $7.05M | 0.52% | −1,579−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 77,828 | $6.98M | 0.10% | +8,012+11.5% | Added |
| Gulf International Bank (UK) Ltd | 77,756 | $6.98M | 0.17% | −21,996−22.1% | Reduced |
| Raymond James Trust N.A. | 77,720 | $6.97M | 0.20% | +3,698+5.0% | Added |
| Philadelphia Trust Co | 77,381 | $6.94M | 0.66% | −280−0.4% | Reduced |
| New England Asset Management Inc | 76,630 | $6.88M | 1.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 76,120 | $6.83M | 0.87% | +5,456+7.7% | Added |
| Keybank National Association | 76,107 | $6.83M | 0.03% | +398+0.5% | Added |
| Greystone Financial Group, LLC | 75,264 | $6.75M | 1.57% | +1,672+2.3% | Added |
| Glenmede Trust Co NA | 69,999 | $6.75M | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 74,283 | $6.67M | 0.29% | +5,087+7.4% | Added |
| Geneos Wealth Management Inc. | 74,228 | $6.66M | 0.35% | +12,729+20.7% | Added |
| Biondo Investment Advisors, LLC | 73,516 | $6.60M | 1.22% | +1,939+2.7% | Added |
| Savant Capital, LLC | 73,312 | $6.58M | 0.10% | +25,375+52.9% | Added |
| Welch & Forbes LLC | 73,157 | $6.57M | 0.10% | −118−0.2% | Reduced |
| Private Advisor Group, LLC | 71,859 | $6.53M | 0.06% | +4,549+6.8% | Added |
| Agf Management Ltd | 72,630 | $6.52M | 0.05% | +5,401+8.0% | Added |
| Calamos Wealth Management LLC | 72,120 | $6.47M | 0.48% | −1,642−2.2% | Reduced |
| Snowden Capital Advisors LLC | 72,036 | $6.46M | 0.23% | +2,117+3.0% | Added |
| Sequoia Financial Advisors, LLC | 71,798 | $6.44M | 0.11% | +11,719+19.5% | Added |
| Rafferty Asset Management, LLC | 70,480 | $6.32M | 0.04% | +13,945+24.7% | Added |
| British Columbia Investment Management Corp | 69,500 | $6.24M | 0.06% | +602+0.9% | Added |
| Avantax Advisory Services, Inc. | 69,018 | $6.19M | 0.07% | +2,317+3.5% | Added |