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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Duke Energy CORP as of Sep 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
- 1,779
- +2 vs. Q2 2023
- Shares held
- 497.6M
- +6.73M (+1.4%) vs. Q2 2023
- Total value
- $43.9B
- −$142.6M (−0.3%) vs. Q2 2023
- New holders
- 109
- 749 more added
- Sold out
- 107
- 652 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2 | $177 | 0.00% | +2 | New |
| Authentikos Wealth Advisory, LLC | 3 | $265 | 0.00% | +3 | New |
| KB Financial Partners, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 16 | $1.41K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 18 | $1.59K | 0.00% | +18 | New |
| GoalVest Advisory LLC | 20 | $1.76K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 27 | $2.38K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 28 | $2.48K | 0.00% | +28 | New |
| Milestone Investment Advisors LLC | 42 | $3.71K | 0.00% | +42 | New |
| Granite FO LLC | 50 | $4.41K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 51 | $4.50K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 59 | $5.21K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 66 | $5.83K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 63 | $6.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 70 | $6.00K | 0.00% | +1+1.4% | Added |
| SkyView Investment Advisors, LLC | 67 | $6.00K | 0.00% | +6+9.8% | Added |
| Buck Wealth Strategies, LLC | 71 | $6.28K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 77 | $6.78K | 0.00% | +77 | New |
| AXS Investments LLC | 88 | $7.77K | 0.00% | −220−71.4% | Reduced |
| Benjamin Edwards Inc | 91 | $8.00K | 0.00% | +1+1.1% | Added |
| Bourgeon Capital Management LLC | 93 | $8.21K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 107 | $9.44K | 0.01% | +107 | New |
| Retirement Group, LLC | 111 | $9.80K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $10.1K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 120 | $10.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 123 | $10.8K | 0.00% | −67−35.3% | Reduced |
| Private Ocean, LLC | 123 | $10.9K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 123 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 132 | $11.7K | 0.01% | +1+0.8% | Added |
| Delos Wealth Advisors, LLC | 132 | $11.7K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 139 | $12.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 142 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 144 | $12.7K | 0.00% | +144 | New |
| Orion Capital Management LLC | 159 | $14.0K | 0.01% | +159 | New |
| West Financial Advisors, LLC | 159 | $14.0K | 0.00% | +51+47.2% | Added |
| Red Tortoise LLC | 161 | $14.2K | 0.01% | +109+209.6% | Added |
| JFS Wealth Advisors, LLC | 163 | $14.4K | 0.00% | +29+21.6% | Added |
| Riverview Trust Co | 164 | $14.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $14.7K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $14.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 172 | $15.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 174 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $15.4K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 180 | $15.9K | 0.01% | +180 | New |
| Steward Financial Group LLC | 188 | $16.0K | 0.01% | +2+1.1% | Added |
| Financial Connections Group, Inc. | 187 | $16.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 185 | $16.3K | 0.01% | +17+10.1% | Added |
| SJS Investment Consulting Inc. | 189 | $16.7K | 0.00% | +5+2.7% | Added |
| DT Investment Partners, LLC | 190 | $16.8K | 0.00% | −11,085−98.3% | Reduced |
| Financial Freedom, LLC | 192 | $16.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 193 | $17.0K | 0.01% | +193 | New |
| Delta Asset Management LLC | 196 | $17.3K | 0.00% | −35−15.2% | Reduced |
| Carolina Wealth Advisors, LLC | 197 | $17.4K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 199 | $17.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $17.6K | 0.00% | +1+0.5% | Added |
| American National Bank | 204 | $18.0K | 0.00% | +65+46.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 212 | $18.7K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 226 | $20.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 240 | $20.0K | 0.01% | −9−3.6% | Reduced |
| Platinum Investment Management Ltd | 227 | $20.0K | 0.00% | +227 | New |
| First Pacific Financial | 234 | $20.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 234 | $20.7K | 0.00% | +234 | New |
| Millburn Ridgefield Corp | 234 | $20.7K | 0.00% | +234 | New |
| Hibernia Wealth Partners, LLC | 236 | $20.8K | 0.02% | +236 | New |
| Mascoma Wealth Management LLC | 262 | $23.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 266 | $23.5K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 275 | $24.3K | 0.00% | +102+59.0% | Added |
| Horizon Bancorp Inc | 284 | $25.0K | 0.02% | −28−9.0% | Reduced |
| TSFG, LLC | 282 | $25.0K | 0.01% | +1+0.4% | Added |
| CKW Financial Group | 288 | $25.0K | 0.00% | +288 | New |
| Eukles Asset Management | 288 | $25.4K | 0.01% | +28+10.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 283 | $25.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $25.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $26.0K | 0.02% | −1,008−77.1% | Reduced |
| Missouri Trust & Investment Co | 296 | $26.1K | 0.01% | −200−40.3% | Reduced |
| Richard W. Paul & Associates, LLC | 296 | $26.1K | 0.01% | −23−7.2% | Reduced |
| Lowe Wealth Advisors, LLC | 299 | $26.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $26.5K | 0.02% | +1+0.3% | Added |
| Pacifica Partners Inc. | 311 | $26.6K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 303 | $26.7K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 312 | $27.5K | 0.00% | −191−38.0% | Reduced |
| Global Wealth Strategies & Associates | 317 | $28.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 321 | $28.0K | 0.02% | −18−5.3% | Reduced |
| TFC Financial Management | 323 | $28.5K | 0.01% | −33−9.3% | Reduced |
| FSC Wealth Advisors, LLC | 323 | $28.5K | 0.03% | +323 | New |
| Lee Financial Co | 333 | $29.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 334 | $29.5K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 343 | $30.0K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 347 | $30.6K | 0.01% | +230+196.6% | Added |
| First Community Trust NA | 348 | $30.7K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 355 | $31.0K | 0.00% | +60+20.3% | Added |
| Northwest Investment Counselors, LLC | 360 | $31.8K | 0.01% | +100+38.5% | Added |
| Acima Private Wealth, LLC | 368 | $32.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 374 | $33.0K | 0.01% | +35+10.3% | Added |
| McIlrath & Eck, LLC | 392 | $34.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $35.3K | 0.01% | 00.0% | Unchanged |