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 |
|---|---|---|---|---|---|
| Argent Trust Co | 44,813 | $4.02M | 0.22% | +2,434+5.7% | Added |
| Cornerstone Advisors, LLC | 44,700 | $4.01M | 0.19% | +42,500+1,931.8% | Added |
| Beacon Investment Advisory Services, Inc. | 44,308 | $3.98M | 0.18% | −625−1.4% | Reduced |
| Harvest Portfolios Group Inc. | 44,196 | $3.97M | 0.18% | +4,289+10.7% | Added |
| Seven Springs Wealth Group, LLC | 44,170 | $3.96M | 1.88% | +17,788+67.4% | Added |
| Ieq Capital, LLC | 43,844 | $3.93M | 0.08% | −2,000−4.4% | Reduced |
| Intact Investment Management Inc. | 43,300 | $3.89M | 0.16% | −20,000−31.6% | Reduced |
| Verition Fund Management LLC | 43,214 | $3.88M | 0.06% | −141,632−76.6% | Reduced |
| Schnieders Capital Management LLC | 42,856 | $3.85M | 0.80% | +44+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 42,450 | $3.81M | 2.35% | +16,170+61.5% | Added |
| Tiaa, FSB | 42,226 | $3.79M | 0.01% | −80,881−65.7% | Reduced |
| Whitener Capital Management, Inc. | 42,211 | $3.79M | 1.45% | +661+1.6% | Added |
| Stamos Capital Partners, L.P. | 41,970 | $3.77M | 0.88% | +10,360+32.8% | Added |
| First National Bank of Omaha | 41,925 | $3.76M | 0.22% | −619−1.5% | Reduced |
| Wolverine Asset Management LLC | 41,729 | $3.74M | 0.07% | −32,806−44.0% | Reduced |
| Salem Investment Counselors Inc | 41,627 | $3.74M | 0.14% | −94−0.2% | Reduced |
| First Horizon Advisors, Inc. | 41,505 | $3.72M | 0.13% | +926+2.3% | Added |
| Stock Yards Bank & Trust Co | 41,407 | $3.72M | 0.14% | +3,931+10.5% | Added |
| Nisa Investment Advisors, LLC | 40,977 | $3.68M | 0.03% | −8,025−16.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,767 | $3.66M | 1.00% | +1,013+2.5% | Added |
| Holderness Investments Co | 40,736 | $3.66M | 1.35% | −99−0.2% | Reduced |
| Johnson Investment Counsel Inc | 40,354 | $3.62M | 0.04% | +2,312+6.1% | Added |
| Level Four Advisory Services, LLC | 40,210 | $3.61M | 0.22% | +315+0.8% | Added |
| Metis Global Partners, LLC | 40,128 | $3.60M | 0.19% | +16,032+66.5% | Added |
| Vestmark Advisory Solutions, Inc. | 40,054 | $3.59M | 0.14% | −1,122−2.7% | Reduced |
| United Fire Group Inc | 40,000 | $3.59M | 2.77% | 00.0% | Unchanged |
| Boston Research & Management Inc | 39,860 | $3.58M | 1.01% | +1,347+3.5% | Added |
| Sky Investment Group LLC | 39,849 | $3.58M | 0.78% | +898+2.3% | Added |
| CIBC Private Wealth Group, LLC | 39,770 | $3.57M | 0.01% | −99−0.2% | Reduced |
| Norinchukin Bank, The | 39,702 | $3.56M | 0.06% | −1,298−3.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,561 | $3.55M | 0.48% | −6,735−14.5% | Reduced |
| Argyle Capital Management Inc. | 39,491 | $3.54M | 1.28% | −816−2.0% | Reduced |
| Edge Capital Group, LLC | 39,269 | $3.52M | 0.20% | −1,161−2.9% | Reduced |
| Siemens Fonds Invest GmbH | 38,746 | $3.46M | 0.34% | −574−1.5% | Reduced |
| CIBC World Markets Inc. | 38,248 | $3.43M | 0.01% | −2,913−7.1% | Reduced |
| First Bank & Trust | 37,869 | $3.40M | 0.86% | +6,350+20.1% | Added |
| Modera Wealth Management, LLC | 37,830 | $3.39M | 0.06% | +37,830 | New |
| Hall Capital Management Co Inc | 37,643 | $3.38M | 1.91% | +1,739+4.8% | Added |
| Ascent Group, LLC | 36,634 | $3.38M | 0.37% | +805+2.2% | Added |
| Birmingham Capital Management Co Inc | 37,399 | $3.36M | 1.41% | −1,983−5.0% | Reduced |
| New Mexico Educational Retirement Board | 37,360 | $3.35M | 0.15% | +1,700+4.8% | Added |
| Close Asset Management Ltd | 37,241 | $3.34M | 0.16% | −700−1.8% | Reduced |
| Providence Capital Advisors, LLC | 37,200 | $3.34M | 0.85% | +524+1.4% | Added |
| Wolverine Trading, LLC | 37,472 | $3.33M | 0.04% | +7,710+25.9% | Added |
| Cypress Capital Group | 37,023 | $3.32M | 0.48% | −2,836−7.1% | Reduced |
| Jarislowsky, Fraser Ltd | 36,394 | $3.27M | 0.02% | −350−1.0% | Reduced |
| Sowell Financial Services LLC | 36,352 | $3.26M | 0.18% | +11,874+48.5% | Added |
| Putnam Investments LLC | 36,082 | $3.24M | 0.00% | +1,131+3.2% | Added |
| Capital Fund Management S.A. | 36,022 | $3.23M | 0.05% | −76,737−68.1% | Reduced |
| Gotham Asset Management, LLC | 35,808 | $3.21M | 0.07% | +26,463+283.2% | Added |
| Rothschild Investment Corp | 35,762 | $3.21M | 0.27% | −1,790−4.8% | Reduced |
| Royal Fund Management, LLC | 35,743 | $3.21M | 0.45% | −1,143−3.1% | Reduced |
| PATRIZIA Pty Ltd | 35,535 | $3.19M | 2.62% | −5,380−13.1% | Reduced |
| Azimuth Capital Investment Management LLC | 35,497 | $3.19M | 0.15% | −929−2.6% | Reduced |
| Regal Investment Advisors LLC | 35,451 | $3.18M | 0.27% | +2,058+6.2% | Added |
| Lakeview Capital Partners, LLC | 35,302 | $3.17M | 0.59% | +2,937+9.1% | Added |
| Allianz Asset Management GmbH | 34,849 | $3.13M | 0.01% | +1,102+3.3% | Added |
| Nomura Holdings Inc | 34,599 | $3.10M | 0.03% | −437−1.2% | Reduced |
| Banque Pictet & Cie SA | 34,567 | $3.10M | 0.03% | −9,301−21.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 34,536 | $3.10M | 0.10% | +1,112+3.3% | Added |
| CWM, LLC | 34,355 | $3.08M | 0.02% | +252+0.7% | Added |
| Logan Capital Management Inc | 34,072 | $3.06M | 0.15% | −44−0.1% | Reduced |
| Sentinel Trust Co Lba | 33,839 | $3.04M | 0.41% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 33,584 | $3.01M | 0.15% | −856−2.5% | Reduced |
| Montag A & Associates Inc | 33,416 | $3.00M | 0.18% | +125+0.4% | Added |
| Evercore Wealth Management, LLC | 33,360 | $2.99M | 0.05% | +1,243+3.9% | Added |
| Strategy Asset Managers LLC | 33,194 | $2.98M | 0.66% | +4,785+16.8% | Added |
| Constitution Capital LLC | 33,123 | $2.97M | 1.69% | −2,454−6.9% | Reduced |
| Apollon Wealth Management, LLC | 33,077 | $2.97M | 0.14% | +10,963+49.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 32,991 | $2.96M | 1.47% | −3,261−9.0% | Reduced |
| Bragg Financial Advisors, Inc | 32,928 | $2.95M | 0.16% | +456+1.4% | Added |
| Tectonic Advisors LLC | 32,902 | $2.95M | 0.36% | +4,067+14.1% | Added |
| Slocum, Gordon & Co LLP | 32,739 | $2.94M | 2.48% | −400−1.2% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $2.93M | 0.33% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 32,656 | $2.93M | 0.80% | −1,617−4.7% | Reduced |
| Raleigh Capital Management Inc. | 32,453 | $2.91M | 1.45% | +2,253+7.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,374 | $2.90M | 0.07% | +9,665+42.6% | Added |
| Lynch & Associates | 32,270 | $2.90M | 0.74% | −558−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,254 | $2.89M | 0.17% | −1,096−3.3% | Reduced |
| Walleye Capital LLC | 32,086 | $2.88M | 0.05% | +32,086 | New |
| Profund Advisors LLC | 32,080 | $2.88M | 0.15% | −2,899−8.3% | Reduced |
| First County Bank | 32,071 | $2.88M | 1.40% | +1,317+4.3% | Added |
| TD Waterhouse Canada Inc. | 28,747 | $2.86M | 0.03% | +11,045+62.4% | Added |
| Lido Advisors, LLC | 31,525 | $2.83M | 0.03% | +763+2.5% | Added |
| Keene & Associates, Inc. | 31,477 | $2.82M | 2.19% | +332+1.1% | Added |
| Thompson Siegel & Walmsley LLC | 31,469 | $2.82M | 0.04% | +14,980+90.8% | Added |
| Bahl & Gaynor Inc | 31,418 | $2.82M | 0.02% | +923+3.0% | Added |
| Pegasus Asset Management, Inc. | 31,210 | $2.80M | 1.25% | +597+2.0% | Added |
| Stonebridge Capital Advisors LLC | 31,116 | $2.79M | 0.30% | +1,456+4.9% | Added |
| Farmers National Bank | 31,052 | $2.79M | 0.95% | +840+2.8% | Added |
| IFG Advisory, LLC | 30,616 | $2.75M | 0.24% | +3,142+11.4% | Added |
| Tokio Marine Asset Management Co Ltd | 30,555 | $2.74M | 0.18% | −737−2.4% | Reduced |
| Citadel Advisors LLC | 30,452 | $2.73M | 0.00% | −440,050−93.5% | Reduced |
| Integrated Wealth Concepts LLC | 30,379 | $2.73M | 0.05% | +2,424+8.7% | Added |
| Simmons Bank | 30,280 | $2.72M | 0.23% | +24+0.1% | Added |
| Sheets Smith Wealth Management | 30,236 | $2.71M | 0.40% | +565+1.9% | Added |
| Cohen Capital Management, Inc. | 30,133 | $2.70M | 0.53% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 29,996 | $2.69M | 0.10% | −37−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 29,950 | $2.69M | 0.17% | −1,429−4.6% | Reduced |
| Richard Bernstein Advisors LLC | 29,713 | $2.67M | 0.06% | 00.0% | Unchanged |