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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 69,196 | $6.18M | 0.01% | −134−0.2% | Reduced |
| First PREMIER Bank | 68,566 | $6.15M | 1.76% | +169+0.2% | Added |
| Bank of Nova Scotia | 68,171 | $6.12M | 0.02% | −49,323−42.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,170 | $6.12M | 0.09% | −3,385−4.7% | Reduced |
| Wasatch Advisors Inc | 68,100 | $6.11M | 0.04% | +2,050+3.1% | Added |
| FineMark National Bank & Trust | 67,906 | $6.09M | 0.25% | −2,499−3.5% | Reduced |
| Insight Folios Inc | 67,878 | $6.09M | 2.55% | +4,239+6.7% | Added |
| Strategic Advisors LLC | 67,400 | $6.05M | 1.15% | −893−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 67,141 | $6.03M | 0.78% | +4,020+6.4% | Added |
| Greenland Capital Management LP | 66,914 | $6.00M | 0.86% | −33,225−33.2% | Reduced |
| Advisory Services Network, LLC | 66,817 | $6.00M | 0.16% | −1,438−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 66,532 | $5.97M | 0.07% | −66,882−50.1% | Reduced |
| Cincinnati Casualty Co | 66,300 | $5.95M | 3.61% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 65,940 | $5.92M | 0.25% | −2,957−4.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 64,665 | $5.80M | 1.26% | +1,207+1.9% | Added |
| Soltis Investment Advisors LLC | 64,606 | $5.80M | 0.67% | +9,537+17.3% | Added |
| Advocate Group LLC | 64,528 | $5.79M | 1.27% | −1,150−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 63,972 | $5.74M | 0.02% | +15,796+32.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 63,680 | $5.71M | 0.03% | +63,680 | New |
| Natixis | 63,649 | $5.71M | 0.05% | +47,202+287.0% | Added |
| Tompkins Financial Corp | 63,479 | $5.70M | 0.89% | −3,569−5.3% | Reduced |
| Camden National Bank | 63,336 | $5.68M | 1.11% | +426+0.7% | Added |
| BCM Advisors, LLC | 60,838 | $5.68M | 1.52% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 63,222 | $5.67M | 0.10% | +22,348+54.7% | Added |
| Fayez Sarofim & Co | 63,178 | $5.67M | 0.02% | +2,314+3.8% | Added |
| Securian Asset Management, Inc | 62,772 | $5.63M | 0.14% | −860−1.4% | Reduced |
| ProVise Management Group, LLC | 62,228 | $5.58M | 0.51% | −5,134−7.6% | Reduced |
| Oak Harvest Investment Services | 62,159 | $5.58M | 1.25% | +11,194+22.0% | Added |
| Kentucky Retirement Systems | 61,962 | $5.56M | 0.19% | +1,080+1.8% | Added |
| NewSquare Capital LLC | 61,707 | $5.54M | 0.58% | +4,115+7.1% | Added |
| Novare Capital Management LLC | 61,595 | $5.53M | 0.59% | +1,590+2.6% | Added |
| Windward Capital Management Co | 61,102 | $5.48M | 0.50% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 60,937 | $5.47M | 0.11% | +60,937 | New |
| Daiwa Securities Group Inc. | 60,589 | $5.44M | 0.04% | +1,126+1.9% | Added |
| HB Wealth Management, LLC | 60,137 | $5.40M | 0.09% | +3,626+6.4% | Added |
| Oregon Public Employees Retirement Fund | 60,041 | $5.39M | 0.06% | +300+0.5% | Added |
| Brown Advisory Inc | 60,007 | $5.39M | 0.01% | −3,009−4.8% | Reduced |
| Capital Investment Advisors, LLC | 59,851 | $5.37M | 0.16% | −2,666−4.3% | Reduced |
| Farmers Trust Co | 59,767 | $5.36M | 1.15% | +639+1.1% | Added |
| Maryland State Retirement & Pension System | 58,884 | $5.28M | 0.11% | −2,071−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 58,668 | $5.26M | 0.25% | −123−0.2% | Reduced |
| Canal Capital Management, LLC | 58,572 | $5.26M | 1.06% | +4,582+8.5% | Added |
| Beacon Pointe Advisors, LLC | 58,440 | $5.24M | 0.09% | −8,435−12.6% | Reduced |
| Moors & Cabot, Inc. | 57,609 | $5.17M | 0.34% | +1,378+2.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 57,809 | $5.15M | 0.07% | +11,426+24.6% | Added |
| KMG Fiduciary Partners, LLC | 56,638 | $5.08M | 0.66% | +10,999+24.1% | Added |
| Steward Partners Investment Advisory, LLC | 56,503 | $5.07M | 0.08% | −246−0.4% | Reduced |
| Estabrook Capital Management | 56,125 | $5.04M | 0.84% | −212−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 55,975 | $5.02M | 0.25% | +8,071+16.8% | Added |
| Covington Investment Advisors Inc. | 55,942 | $5.02M | 1.00% | +2,285+4.3% | Added |
| Central Trust Co | 55,649 | $4.99M | 0.14% | −358−0.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 54,930 | $4.93M | 0.47% | +4,077+8.0% | Added |
| Eagle Global Advisors LLC | 54,873 | $4.92M | 0.32% | −2,704−4.7% | Reduced |
| Beacon Financial Group | 55,381 | $4.92M | 0.67% | −305−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 54,779 | $4.92M | 0.10% | +11,818+27.5% | Added |
| Churchill Management Corp | 54,429 | $4.88M | 0.08% | +54,429 | New |
| Beacon Harbor Wealth Advisors, Inc. | 54,199 | $4.86M | 1.59% | +2,057+3.9% | Added |
| Hartford Investment Management Co | 54,162 | $4.86M | 0.18% | −10,797−16.6% | Reduced |
| Principal Street Partners, LLC | 54,071 | $4.85M | 1.15% | −1,654−3.0% | Reduced |
| HRT Financial LP | 53,880 | $4.83M | 0.05% | +34,748+181.6% | Added |
| Centiva Capital, LP | 53,371 | $4.79M | 0.24% | +28,562+115.1% | Added |
| JustInvest LLC | 52,652 | $4.72M | 0.14% | +1,886+3.7% | Added |
| Marco Investment Management LLC | 52,490 | $4.71M | 0.51% | −172−0.3% | Reduced |
| FORA Capital, LLC | 52,451 | $4.71M | 0.67% | +46,164+734.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 52,104 | $4.68M | 2.97% | −3,925−7.0% | Reduced |
| Opus Investment Management Inc | 52,000 | $4.67M | 1.68% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 51,969 | $4.66M | 1.84% | +4,904+10.4% | Added |
| Tufton Capital Management | 51,353 | $4.61M | 0.99% | +1,712+3.4% | Added |
| SG Americas Securities, LLC | 51,178 | $4.59M | 0.04% | +40,985+402.1% | Added |
| Park Avenue Securities LLC | 50,988 | $4.58M | 0.07% | +1,033+2.1% | Added |
| Vontobel Holding Ltd. | 50,321 | $4.52M | 0.04% | −412−0.8% | Reduced |
| Highland Capital Management, LLC | 48,809 | $4.38M | 0.28% | −673−1.4% | Reduced |
| Family Legacy, Inc. | 48,699 | $4.37M | 1.76% | −29−0.1% | Reduced |
| Atria Investments LLC | 48,656 | $4.37M | 0.08% | −17,758−26.7% | Reduced |
| Pinnacle Financial Partners Inc | 48,616 | $4.36M | 0.11% | −1,591−3.2% | Reduced |
| Kettle Hill Capital Management, LLC | 48,559 | $4.36M | 0.86% | −2,406−4.7% | Reduced |
| Viking Fund Management LLC | 48,150 | $4.32M | 0.82% | +150+0.3% | Added |
| Clough Capital Partners L P | 48,000 | $4.31M | 0.43% | −12,000−20.0% | Reduced |
| Coldstream Capital Management Inc | 47,962 | $4.30M | 0.14% | −1,149−2.3% | Reduced |
| Colonial Trust Co | 47,951 | $4.30M | 1.03% | +108+0.2% | Added |
| Chicago Partners Investment Group LLC | 46,497 | $4.30M | 0.22% | +745+1.6% | Added |
| Alley Investment Management Company, LLC | 47,719 | $4.28M | 0.69% | +1,505+3.3% | Added |
| Louisiana State Employees Retirement System | 47,700 | $4.28M | 0.09% | −2,400−4.8% | Reduced |
| Leavell Investment Management, Inc. | 47,485 | $4.26M | 0.29% | −1,493−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 45,603 | $4.26M | 0.09% | −96−0.2% | Reduced |
| Pacer Advisors, Inc. | 47,343 | $4.25M | 0.02% | +346+0.7% | Added |
| Sigma Planning Corp | 47,238 | $4.24M | 0.15% | −1,567−3.2% | Reduced |
| Kestra Private Wealth Services, LLC | 46,982 | $4.22M | 0.14% | +10,114+27.4% | Added |
| Money Concepts Capital Corp | 46,778 | $4.20M | 0.43% | −225,951−82.8% | Reduced |
| Peapack Gladstone Financial Corp | 46,614 | $4.18M | 0.07% | −2,541−5.2% | Reduced |
| Cetera Advisors LLC | 46,560 | $4.18M | 0.07% | +1,540+3.4% | Added |
| Prospera Financial Services Inc | 46,468 | $4.17M | 0.16% | +7,129+18.1% | Added |
| Stratos Wealth Partners, LTD. | 46,182 | $4.14M | 0.09% | +4,270+10.2% | Added |
| KBC Group NV | 46,005 | $4.13M | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 45,579 | $4.09M | 2.06% | −100−0.2% | Reduced |
| Panagora Asset Management Inc | 45,505 | $4.08M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 45,217 | $4.06M | 0.04% | −6,679−12.9% | Reduced |
| Advisors Asset Management, Inc. | 45,198 | $4.06M | 0.08% | −1,266−2.7% | Reduced |
| Fulton Bank, N.A. | 44,972 | $4.04M | 0.20% | +1,271+2.9% | Added |
| Benedict Financial Advisors Inc | 44,825 | $4.02M | 1.11% | +707+1.6% | Added |