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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 9,296 | $820.5K | 0.22% | +591+6.8% | Added |
| Dearborn Partners LLC | 9,336 | $824.0K | 0.03% | −693−6.9% | Reduced |
| Whittier Trust Co | 9,340 | $824.3K | 0.01% | +171+1.9% | Added |
| Keudell/Morrison Wealth Management | 9,348 | $825.1K | 0.25% | −1,398−13.0% | Reduced |
| Perigon Wealth Management, LLC | 9,389 | $828.7K | 0.03% | +1,683+21.8% | Added |
| Little House Capital LLC | 9,395 | $829.2K | 0.34% | +543+6.1% | Added |
| Marcum Wealth, LLC | 9,401 | $829.7K | 0.10% | −889−8.6% | Reduced |
| Vident Advisory, LLC | 9,418 | $831.2K | 0.03% | +9,418 | New |
| United Bank | 9,445 | $833.6K | 0.11% | −601−6.0% | Reduced |
| AlphaStar Capital Management, LLC | 9,525 | $840.6K | 0.11% | +2,337+32.5% | Added |
| Allred Capital Management, LLC | 9,576 | $845.2K | 0.42% | −161−1.7% | Reduced |
| Mystic Asset Management, Inc. | 9,759 | $861.3K | 0.48% | −1,148−10.5% | Reduced |
| Vise Technologies, Inc. | 9,837 | $868.2K | 0.21% | +439+4.7% | Added |
| Hayek Kallen Investment Management | 9,917 | $875.0K | 0.39% | +19+0.2% | Added |
| Delta Financial Advisors LLC | 9,914 | $875.0K | 0.39% | +167+1.7% | Added |
| Neville Rodie & Shaw Inc | 9,962 | $879.0K | 0.08% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 9,966 | $879.6K | 0.19% | +2,776+38.6% | Added |
| Whalerock Point Partners, LLC | 9,972 | $880.1K | 0.30% | −250−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 9,989 | $881.6K | 0.11% | +83+0.8% | Added |
| Spire Wealth Management | 9,996 | $882.2K | 0.03% | +207+2.1% | Added |
| Cornerstone Wealth Management, LLC | 10,052 | $887.1K | 0.08% | +1,674+20.0% | Added |
| Haverford Trust Co | 10,128 | $893.9K | 0.01% | −1,261−11.1% | Reduced |
| 9258 Wealth Management, LLC | 10,154 | $896.2K | 0.17% | +11+0.1% | Added |
| BancorpSouth Bank | 10,164 | $897.1K | 0.08% | −293−2.8% | Reduced |
| Journey Advisory Group, LLC | 10,210 | $901.1K | 0.13% | −80−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,217 | $901.8K | 0.04% | −400−3.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,240 | $903.8K | 0.04% | +818+8.7% | Added |
| InTrack Investment Management Inc | 10,283 | $907.6K | 0.80% | +2,342+29.5% | Added |
| Edge Capital Group, LLC | 10,303 | $909.4K | 0.06% | −28,966−73.8% | Reduced |
| Chesley Taft & Associates LLC | 10,315 | $910.4K | 0.06% | −325−3.1% | Reduced |
| Advisory Alpha, LLC | 10,327 | $911.5K | 0.05% | +2,134+26.0% | Added |
| Continuum Advisory, LLC | 10,358 | $914.2K | 0.15% | +239+2.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 10,386 | $916.7K | 0.79% | +382+3.8% | Added |
| Intrua Financial, LLC | 10,387 | $916.7K | 0.17% | +1,325+14.6% | Added |
| Axq Capital, LP | 10,400 | $917.9K | 0.32% | +10,400 | New |
| Foundations Investment Advisors, LLC | 10,417 | $919.4K | 0.03% | −1,136−9.8% | Reduced |
| Connectus Wealth, LLC | 10,455 | $923.2K | 0.02% | −112−1.1% | Reduced |
| Hartford Funds Management Co LLC | 10,466 | $923.8K | 0.10% | +4,092+64.2% | Added |
| Confluence Wealth Services, Inc. | 10,481 | $925.0K | 0.18% | +875+9.1% | Added |
| 1st Source Bank | 10,519 | $928.4K | 0.06% | −42−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 10,547 | $930.9K | 0.16% | +939+9.8% | Added |
| Private Capital Management, LLC | 10,552 | $931.3K | 0.11% | +1,700+19.2% | Added |
| Portside Wealth Group, LLC | 10,617 | $933.0K | 0.18% | +803+8.2% | Added |
| Ronald Blue Trust, Inc. | 10,446 | $938.0K | 0.01% | +76+0.7% | Added |
| Stableford Capital II LLC | 10,519 | $938.3K | 0.43% | −40−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 10,704 | $944.7K | 0.19% | +472+4.6% | Added |
| International Assets Investment Management, LLC | 10,571 | $949.4K | 0.13% | +1,811+20.7% | Added |
| First Manhattan Co | 10,799 | $953.1K | 0.00% | −316−2.8% | Reduced |
| BFSG, LLC | 10,861 | $959.0K | 0.16% | +615+6.0% | Added |
| MSH Capital Advisors LLC | 10,873 | $959.7K | 0.38% | −229−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 10,930 | $964.7K | 0.09% | +2,026+22.8% | Added |
| Wambolt & Associates, LLC | 11,325 | $967.6K | 0.35% | +219+2.0% | Added |
| CNB Bank | 10,968 | $968.0K | 0.57% | −506−4.4% | Reduced |
| TCWP LLC | 10,976 | $968.7K | 0.74% | −400−3.5% | Reduced |
| Welch Group, LLC | 10,985 | $969.6K | 0.06% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 10,991 | $970.1K | 0.05% | −233−2.1% | Reduced |
| Arbor Investment Advisors, LLC | 10,991 | $970.1K | 0.17% | +111+1.0% | Added |
| LMG Wealth Partners, LLC | 10,994 | $970.3K | 0.30% | −55−0.5% | Reduced |
| SG Americas Securities, LLC | 11,003 | $971.0K | 0.01% | −40,175−78.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,010 | $972.0K | 0.13% | +4,585+71.4% | Added |
| Fund Management at Engine No. 1 LLC | 11,022 | $972.8K | 0.15% | +988+9.8% | Added |
| HBK Sorce Advisory LLC | 11,118 | $981.3K | 0.04% | −91−0.8% | Reduced |
| NovaPoint Capital, LLC | 11,137 | $983.0K | 0.39% | +1,587+16.6% | Added |
| Chicago Capital, LLC | 11,250 | $992.9K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,259 | $993.8K | 0.04% | −242−2.1% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 11,303 | $997.6K | 0.61% | +350+3.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,311 | $998.3K | 0.87% | −668−5.6% | Reduced |
| Platform Technology Partners | 11,376 | $1.00M | 0.47% | +7,523+195.3% | Added |
| Sumitomo Life Insurance Co | 11,408 | $1.01M | 0.03% | −158−1.4% | Reduced |
| Mather Group, LLC. | 11,416 | $1.01M | 0.02% | −386−3.3% | Reduced |
| Souders Financial Advisors | 11,445 | $1.01M | 0.19% | −1,422−11.1% | Reduced |
| Silver Oak Securities, Inc | 11,565 | $1.02M | 0.22% | −56−0.5% | Reduced |
| Peoples Financial Services Corp. | 11,610 | $1.02M | 0.48% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 11,657 | $1.03M | 0.23% | −218−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 11,779 | $1.03M | 0.22% | −559−4.5% | Reduced |
| Taylor Hoffman Wealth Management | 11,734 | $1.04M | 0.53% | 00.0% | Unchanged |
| Aviva PLC | 11,739 | $1.04M | 0.00% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 11,772 | $1.04M | 0.54% | −63−0.5% | Reduced |
| Eudaimonia Partners, LLC | 11,830 | $1.04M | 0.25% | −163−1.4% | Reduced |
| Meridian Wealth Management, LLC | 11,834 | $1.04M | 0.06% | +332+2.9% | Added |
| Occidental Asset Management, LLC | 11,856 | $1.05M | 0.24% | +344+3.0% | Added |
| Sawyer & Company, Inc | 11,876 | $1.05M | 0.49% | −25−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,963 | $1.06M | 0.25% | +1,593+15.4% | Added |
| Focus Financial Network, Inc. | 12,163 | $1.07M | 0.06% | +1,488+13.9% | Added |
| StoneX Group Inc. | 12,168 | $1.07M | 0.12% | +2,160+21.6% | Added |
| CFS Investment Advisory Services, LLC | 12,169 | $1.07M | 0.17% | +8,595+240.5% | Added |
| LCNB Corp | 12,176 | $1.07M | 0.48% | −130−1.1% | Reduced |
| Excalibur Management Corp | 12,238 | $1.08M | 0.56% | +1,361+12.5% | Added |
| NVWM, LLC | 12,250 | $1.08M | 0.35% | +1,016+9.0% | Added |
| Beech Hill Advisors, Inc. | 12,270 | $1.08M | 0.55% | +475+4.0% | Added |
| Empowered Funds, LLC | 12,284 | $1.08M | 0.03% | −36−0.3% | Reduced |
| Northeast Financial Consultants Inc | 12,372 | $1.09M | 0.07% | 00.0% | Unchanged |
| First National Corp | 12,383 | $1.09M | 0.29% | −797−6.0% | Reduced |
| Toroso Investments, LLC | 12,384 | $1.09M | 0.03% | +2,026+19.6% | Added |
| Heritage Trust Co | 12,446 | $1.10M | 0.17% | −389−3.0% | Reduced |
| Novare Capital Management LLC | 12,471 | $1.10M | 0.12% | −49,124−79.8% | Reduced |
| Gables Capital Management Inc. | 12,507 | $1.10M | 0.77% | +365+3.0% | Added |
| My Legacy Advisors, LLC | 12,606 | $1.11M | 0.45% | +606+5.1% | Added |
| Summit Global Investments | 12,553 | $1.11M | 0.07% | −8,587−40.6% | Reduced |
| Greenfield Savings Bank | 12,557 | $1.11M | 0.70% | −54−0.4% | Reduced |