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 |
|---|---|---|---|---|---|
| Woodard & Co Asset Management Group Inc | 21,226 | $1.90M | 0.63% | +1,001+4.9% | Added |
| Earnest Partners LLC | 21,207 | $1.90M | 0.01% | −1,081−4.9% | Reduced |
| Symphony Financial, Ltd. Co. | 21,340 | $1.90M | 0.47% | +1,224+6.1% | Added |
| Summit Global Investments | 21,140 | $1.90M | 0.13% | +14,426+214.9% | Added |
| Nicholas Hoffman & Company, LLC. | 21,098 | $1.89M | 0.07% | +189+0.9% | Added |
| Triad Financial Advisors, Inc. | 21,090 | $1.89M | 0.78% | −1,073−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,074 | $1.89M | 0.20% | −435−2.0% | Reduced |
| Redwood Investment Management, LLC | 20,921 | $1.88M | 0.19% | +1,069+5.4% | Added |
| Shoker Investment Counsel, Inc. | 20,892 | $1.87M | 0.78% | +175+0.8% | Added |
| Ti-Trust, Inc | 20,855 | $1.87M | 1.72% | +80+0.4% | Added |
| Canandaigua National Bank & Trust Co | 20,783 | $1.87M | 0.30% | −259−1.2% | Reduced |
| MAI Capital Management | 20,646 | $1.85M | 0.03% | −1,106−5.1% | Reduced |
| Lee Danner & Bass Inc | 20,459 | $1.84M | 0.16% | −84−0.4% | Reduced |
| Rodgers Brothers Inc. | 20,448 | $1.84M | 0.32% | +78+0.4% | Added |
| Mechanics Bank Trust Department | 20,267 | $1.82M | 0.29% | −413−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $1.81M | 0.03% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 20,206 | $1.81M | 0.72% | +803+4.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 20,205 | $1.81M | 0.75% | +75+0.4% | Added |
| Strategic Blueprint, LLC | 20,171 | $1.81M | 0.17% | +256+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 20,081 | $1.80M | 0.24% | −750−3.6% | Reduced |
| Allworth Financial LP | 20,002 | $1.79M | 0.02% | −400−2.0% | Reduced |
| Garrett Investment Advisors LLC | 19,925 | $1.79M | 0.26% | +7,717+63.2% | Added |
| EP Wealth Advisors, LLC | 6,954 | $1.79M | 0.03% | −15,920−69.6% | Reduced |
| Massmutual Trust Co FSB | 19,883 | $1.78M | 0.06% | +1,296+7.0% | Added |
| Carson Advisory Inc. | 19,864 | $1.78M | 1.51% | −107−0.5% | Reduced |
| Texas Yale Capital Corp. | 19,835 | $1.78M | 0.08% | +1,165+6.2% | Added |
| Premier Fund Managers Ltd | 20,000 | $1.78M | 0.07% | 00.0% | Unchanged |
| Park National Corp | 19,695 | $1.77M | 0.08% | −640−3.1% | Reduced |
| Physicians Financial Services, Inc. | 19,618 | $1.76M | 0.69% | −50−0.3% | Reduced |
| Norway Savings Bank | 19,587 | $1.76M | 0.96% | −330−1.7% | Reduced |
| Hanson & Doremus Investment Management | 19,519 | $1.75M | 0.36% | −525−2.6% | Reduced |
| Bank Ozk | 19,493 | $1.75M | 0.83% | +1,453+8.1% | Added |
| Credit Agricole S A | 19,446 | $1.75M | 0.06% | +19,446 | New |
| Valeo Financial Advisors, LLC | 19,413 | $1.74M | 0.08% | −5,444−21.9% | Reduced |
| London Co of Virginia | 19,409 | $1.74M | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 19,384 | $1.74M | 1.50% | −520−2.6% | Reduced |
| Proequities, Inc. | 19,360 | $1.74M | 0.13% | −3,365−14.8% | Reduced |
| Moloney Securities Asset Management, LLC | 19,357 | $1.74M | 0.31% | +1,538+8.6% | Added |
| FourThought Financial Partners, LLC | 19,268 | $1.73M | 0.23% | +221+1.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 19,112 | $1.72M | 0.23% | +794+4.3% | Added |
| Principle Wealth Partners LLC | 19,066 | $1.71M | 0.17% | −90−0.5% | Reduced |
| Trust Co of Vermont | 19,001 | $1.71M | 0.11% | +500+2.7% | Added |
| Smith, Moore & Co. | 18,903 | $1.70M | 0.22% | +1,033+5.8% | Added |
| WealthShield Partners, LLC | 18,877 | $1.69M | 0.26% | +148+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 18,866 | $1.69M | 0.02% | +2,332+14.1% | Added |
| Wealth Advisory Solutions, LLC | 18,681 | $1.68M | 0.45% | +170+0.9% | Added |
| Jefferies Financial Group Inc. | 18,600 | $1.67M | 0.04% | +12,610+210.5% | Added |
| Davis Investment Partners, LLC | 17,875 | $1.67M | 0.79% | +1,400+8.5% | Added |
| Hartford Financial Management Inc. | 18,539 | $1.66M | 0.41% | −66−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,532 | $1.66M | 0.08% | +114+0.6% | Added |
| United Services Automobile Association | 18,504 | $1.66M | 0.05% | +610+3.4% | Added |
| Verdence Capital Advisors LLC | 18,297 | $1.64M | 0.19% | +1,896+11.6% | Added |
| Buckhead Capital Management LLC | 18,254 | $1.64M | 0.39% | −12,369−40.4% | Reduced |
| Wedbush Securities Inc | 18,234 | $1.64M | 0.08% | +190+1.1% | Added |
| Fiduciary Trust Co | 18,220 | $1.64M | 0.03% | +517+2.9% | Added |
| Signaturefd, LLC | 18,209 | $1.63M | 0.04% | −3,622−16.6% | Reduced |
| Cullinan Associates Inc | 18,195 | $1.63M | 0.09% | +377+2.1% | Added |
| Wolff Wiese Magana LLC | 18,194 | $1.63M | 1.26% | +1,694+10.3% | Added |
| Grove Bank & Trust | 18,193 | $1.63M | 0.33% | +572+3.2% | Added |
| Ziegler Capital Management, LLC | 18,130 | $1.63M | 0.06% | +116+0.6% | Added |
| BerganKDV Wealth Management, LLC | 18,109 | $1.63M | 0.16% | −798−4.2% | Reduced |
| Brown Brothers Harriman & Co | 18,027 | $1.62M | 0.01% | −87−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 17,955 | $1.61M | 0.07% | +400+2.3% | Added |
| Guardian Capital LP | 17,866 | $1.60M | 0.05% | −35,500−66.5% | Reduced |
| Nepsis, Inc. | 17,700 | $1.59M | 0.49% | +4,346+32.5% | Added |
| King Luther Capital Management Corp | 17,684 | $1.59M | 0.01% | −217−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,549 | $1.57M | 0.41% | +90+0.5% | Added |
| Certified Advisory Corp | 17,485 | $1.57M | 0.29% | +61+0.4% | Added |
| Good Life Advisors, LLC | 17,379 | $1.56M | 0.18% | +260+1.5% | Added |
| Elevated Capital Advisors, LLC | 17,370 | $1.56M | 0.52% | +847+5.1% | Added |
| Shelton Capital Management | 17,251 | $1.55M | 0.06% | +100+0.6% | Added |
| Argent Advisors, Inc. | 17,222 | $1.55M | 0.71% | +1,193+7.4% | Added |
| NTV Asset Management LLC | 17,004 | $1.53M | 0.27% | −700−4.0% | Reduced |
| Old National Bancorp | 16,978 | $1.52M | 0.04% | −518−3.0% | Reduced |
| Chemung Canal Trust Co | 16,911 | $1.52M | 0.33% | −1,790−9.6% | Reduced |
| IHT Wealth Management, LLC | 16,900 | $1.52M | 0.08% | +641+3.9% | Added |
| Procyon Private Wealth Partners, LLC | 16,873 | $1.51M | 0.19% | +1,355+8.7% | Added |
| AMG National Trust Bank | 16,845 | $1.51M | 0.05% | −1,063−5.9% | Reduced |
| Fundamentun, LLC | 16,760 | $1.50M | 0.23% | +364+2.2% | Added |
| Wade G W & Inc | 16,653 | $1.49M | 0.05% | +156+0.9% | Added |
| Paradigm Financial Partners, LLC | 16,632 | $1.49M | 0.40% | −829−4.7% | Reduced |
| Marino, Stram & Associates LLC | 16,447 | $1.48M | 0.42% | −125−0.8% | Reduced |
| SageView Advisory Group, LLC | 16,419 | $1.47M | 0.08% | +539+3.4% | Added |
| Equitable Trust Co | 16,399 | $1.47M | 0.11% | +654+4.2% | Added |
| Alberta Investment Management Corp | 16,300 | $1.46M | 0.01% | 00.0% | Unchanged |
| Randolph Co Inc | 16,295 | $1.46M | 0.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,275 | $1.46M | 0.07% | +1,255+8.4% | Added |
| Bellecapital International Ltd. | 16,229 | $1.46M | 0.35% | −2,048−11.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,208 | $1.45M | 0.50% | −1,237−7.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,172 | $1.45M | 0.44% | −113−0.7% | Reduced |
| Tower Bridge Advisors | 16,162 | $1.45M | 0.13% | −1,982−10.9% | Reduced |
| McMahon Financial Advisors, LLC | 16,064 | $1.44M | 0.45% | +1,212+8.2% | Added |
| Curi Capital | 16,056 | $1.44M | 0.20% | −496−3.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,026 | $1.44M | 0.34% | −352−2.1% | Reduced |
| WealthTrust Axiom LLC | 15,988 | $1.43M | 0.48% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,938 | $1.43M | 0.00% | −11,192−41.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 15,802 | $1.42M | 0.41% | +15,802 | New |
| Mountain Capital Investment Advisors, Inc | 14,930 | $1.41M | 0.53% | −4,471−23.0% | Reduced |
| Vinva Investment Management Ltd | 15,900 | $1.41M | 0.12% | −7,667−32.5% | Reduced |
| Andra AP-fonden | 15,700 | $1.41M | 0.04% | +15,700 | New |