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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 29,660 | $2.66M | 0.09% | +2,165+7.9% | Added |
| Kingsview Wealth Management, LLC | 29,615 | $2.66M | 0.10% | +1,483+5.3% | Added |
| Atlantic Union Bankshares Corp | 29,534 | $2.65M | 0.26% | −7,206−19.6% | Reduced |
| Bremer Bank National Association | 29,346 | $2.63M | 0.50% | −4,168−12.4% | Reduced |
| Resources Investment Advisors, LLC. | 29,288 | $2.63M | 0.06% | +376+1.3% | Added |
| Te Ahumairangi Investment Management Ltd | 29,289 | $2.63M | 0.36% | +1,540+5.5% | Added |
| Assetmark, Inc | 29,173 | $2.62M | 0.01% | +8,039+38.0% | Added |
| Loomis Sayles & Co L P | 29,154 | $2.62M | 0.00% | −4,445−13.2% | Reduced |
| Duality Advisers, LP | 29,030 | $2.61M | 0.33% | +12,578+76.5% | Added |
| Citizens Business Bank | 28,967 | $2.60M | 0.58% | +230+0.8% | Added |
| Townsend Asset Management Corp | 28,929 | $2.60M | 1.24% | −238−0.8% | Reduced |
| Simplex Trading, LLC | 28,917 | $2.60M | 0.11% | +28,917 | New |
| Home Federal Bank of Tennessee | 28,863 | $2.59M | 0.92% | −290−1.0% | Reduced |
| Pinnacle Associates Ltd | 28,798 | $2.58M | 0.04% | +6,333+28.2% | Added |
| Greenwood Capital Associates LLC | 28,775 | $2.58M | 0.36% | −104−0.4% | Reduced |
| Resources Management Corp | 28,694 | $2.58M | 0.40% | +28,500+14,690.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 28,650 | $2.57M | 0.03% | −2,435−7.8% | Reduced |
| Trustmark National Bank Trust Department | 28,437 | $2.55M | 0.24% | −15,324−35.0% | Reduced |
| We Are One Seven, LLC | 28,332 | $2.54M | 0.23% | −11,493−28.9% | Reduced |
| Advisors Management Group Inc | 28,330 | $2.54M | 0.76% | −261−0.9% | Reduced |
| Csenge Advisory Group | 28,199 | $2.53M | 0.17% | −87−0.3% | Reduced |
| Armor Investment Advisors, LLC | 28,126 | $2.52M | 1.53% | −5,585−16.6% | Reduced |
| United Capital Financial Advisers, LLC | 28,046 | $2.52M | 0.01% | −5,581−16.6% | Reduced |
| Live Oak Private Wealth LLC | 27,952 | $2.51M | 0.50% | +371+1.3% | Added |
| Twin Capital Management Inc | 27,833 | $2.50M | 0.33% | −840−2.9% | Reduced |
| Mill Capital Management, LLC | 27,812 | $2.50M | 0.23% | −10,561−27.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 27,799 | $2.49M | 1.71% | −87−0.3% | Reduced |
| Caldwell Trust Co | 27,781 | $2.49M | 0.33% | −943−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,664 | $2.48M | 0.19% | +266+1.0% | Added |
| Carolinas Wealth Consulting LLC | 155,303 | $2.48M | 0.49% | +224+0.1% | Added |
| Rowland & Co Investment Counsel | 27,413 | $2.46M | 0.58% | −397−1.4% | Reduced |
| Wright Investors Service Inc | 27,359 | $2.46M | 0.69% | −2,719−9.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 25,730 | $2.43M | 0.08% | +25,730 | New |
| Integrated Advisors Network LLC | 27,019 | $2.42M | 0.14% | −693−2.5% | Reduced |
| Red Door Wealth Management, LLC | 26,886 | $2.41M | 0.54% | +1,390+5.5% | Added |
| Old North State Trust, LLC | 26,582 | $2.38M | 1.76% | −32−0.1% | Reduced |
| Townsend & Associates, Inc | 25,011 | $2.38M | 0.61% | −179−0.7% | Reduced |
| Mutual Advisors, LLC | 26,483 | $2.38M | 0.09% | +1,227+4.9% | Added |
| J.W. Cole Advisors, Inc. | 26,393 | $2.37M | 0.17% | +22+0.1% | Added |
| Comerica Securities,inc. | 26,305 | $2.36M | 0.16% | +955+3.8% | Added |
| Shepherd Financial Partners LLC | 26,280 | $2.36M | 0.37% | +952+3.8% | Added |
| Bailard, Inc. | 26,074 | $2.34M | 0.08% | +198+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 26,057 | $2.34M | 0.04% | −1,048−3.9% | Reduced |
| Daymark Wealth Partners, LLC | 25,817 | $2.32M | 0.17% | +12,207+89.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,726 | $2.31M | 1.97% | −2,359−8.4% | Reduced |
| Marks Group Wealth Management, Inc | 25,700 | $2.31M | 0.27% | +502+2.0% | Added |
| Trust Co of Toledo NA | 25,615 | $2.30M | 0.39% | +687+2.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,413 | $2.28M | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,514 | $2.28M | 0.19% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 25,313 | $2.27M | 0.68% | −374−1.5% | Reduced |
| Triangle Securities Wealth Management | 25,280 | $2.27M | 0.78% | −273−1.1% | Reduced |
| Cresset Asset Management, LLC | 25,264 | $2.27M | 0.02% | +18,441+270.3% | Added |
| Bleakley Financial Group, LLC | 25,226 | $2.26M | 0.07% | +2,629+11.6% | Added |
| Sawtooth Solutions, LLC | 25,219 | $2.26M | 0.06% | −12,073−32.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,119 | $2.25M | 1.41% | −61−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 21,807 | $2.25M | 0.54% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24,956 | $2.24M | 0.11% | −368−1.5% | Reduced |
| Iowa State Bank | 24,897 | $2.23M | 0.56% | −342−1.4% | Reduced |
| Greenleaf Trust | 24,836 | $2.23M | 0.02% | −6,742−21.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,806 | $2.23M | 0.24% | +16,026+182.5% | Added |
| Orleans Capital Management Corp | 24,793 | $2.22M | 1.58% | −352−1.4% | Reduced |
| BLB&B Advisors, LLC | 24,738 | $2.22M | 0.16% | −1,345−5.2% | Reduced |
| Moody National Bank Trust Division | 24,669 | $2.21M | 0.15% | +535+2.2% | Added |
| Aspire Private Capital, LLC | 24,648 | $2.21M | 0.70% | +155+0.6% | Added |
| Vectors Research Management, LLC | 24,388 | $2.19M | 0.62% | −4,973−16.9% | Reduced |
| Naples Global Advisors, LLC | 24,389 | $2.19M | 0.26% | +1,076+4.6% | Added |
| Financial Advisory Service, Inc. | 24,385 | $2.19M | 0.28% | +1,729+7.6% | Added |
| SWS Partners | 24,394 | $2.19M | 0.79% | +1,017+4.4% | Added |
| Veritable, L.P. | 24,371 | $2.19M | 0.04% | +1,888+8.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,309 | $2.18M | 0.06% | +104+0.4% | Added |
| Empirical Finance, LLC | 24,033 | $2.16M | 0.17% | +2,814+13.3% | Added |
| Citizens Financial Group Inc | 23,848 | $2.14M | 0.08% | −3,985−14.3% | Reduced |
| Fairhaven Wealth Management, LLC | 23,836 | $2.14M | 0.82% | +23,836 | New |
| Benjamin F. Edwards & Company, Inc. | 23,819 | $2.14M | 0.08% | −30−0.1% | Reduced |
| Advisor Partners II, LLC | 23,699 | $2.13M | 0.10% | −1,253−5.0% | Reduced |
| Equitable Holdings, Inc. | 23,563 | $2.11M | 0.03% | +6,738+40.0% | Added |
| Dynamic Advisor Solutions LLC | 23,346 | $2.10M | 0.11% | +1,625+7.5% | Added |
| City Holding Co | 23,297 | $2.09M | 0.36% | −917−3.8% | Reduced |
| Intech Investment Management LLC | 23,180 | $2.08M | 0.02% | −28,719−55.3% | Reduced |
| Boston Private Wealth LLC | 22,989 | $2.06M | 0.04% | −3,368−12.8% | Reduced |
| Creative Financial Designs Inc | 22,919 | $2.06M | 0.24% | −3,396−12.9% | Reduced |
| BKD Wealth Advisors, LLC | 22,867 | $2.05M | 0.06% | +136+0.6% | Added |
| Green Square Capital Advisors LLC | 22,582 | $2.03M | 0.25% | +290+1.3% | Added |
| Forte Capital LLC | 22,522 | $2.02M | 0.29% | +819+3.8% | Added |
| Avantax Planning Partners, Inc. | 22,380 | $2.01M | 0.08% | −662−2.9% | Reduced |
| Worldquant Millennium Advisors LLC | 22,359 | $2.01M | 0.03% | +14,721+192.7% | Added |
| Miller Howard Investments Inc | 22,337 | $2.00M | 0.07% | −310−1.4% | Reduced |
| Franklin Street Advisors Inc | 22,264 | $2.00M | 0.17% | +2,771+14.2% | Added |
| Marshall Financial Group LLC | 22,187 | $1.99M | 0.68% | +943+4.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,118 | $1.98M | 0.02% | +649+3.0% | Added |
| Silvercrest Asset Management Group LLC | 21,951 | $1.97M | 0.01% | +1,108+5.3% | Added |
| 1832 Asset Management L.P. | 21,929 | $1.97M | 0.00% | −1,328−5.7% | Reduced |
| TrinityPoint Wealth, LLC | 21,874 | $1.96M | 0.38% | +412+1.9% | Added |
| IFP Advisors, Inc | 25,741 | $1.96M | 0.10% | −4,557−15.0% | Reduced |
| TSP Capital Management Group, LLC | 21,800 | $1.96M | 0.71% | +80.0% | Added |
| BFT Financial Group, LLC | 21,485 | $1.93M | 0.22% | +5,609+35.3% | Added |
| Lincoln National Corp | 21,447 | $1.92M | 0.04% | −49−0.2% | Reduced |
| Courier Capital LLC | 21,394 | $1.92M | 0.15% | +21,394 | New |
| RSM US Wealth Management LLC | 21,326 | $1.91M | 0.07% | +345+1.6% | Added |
| Berkeley Capital Partners, LLC | 21,228 | $1.90M | 0.67% | +2,864+15.6% | Added |