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 |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 12,574 | $1.11M | 0.51% | +904+7.7% | Added |
| Brooks, Moore & Associates, Inc. | 12,571 | $1.11M | 0.84% | −792−5.9% | Reduced |
| Cornerstone Wealth Group, LLC | 12,603 | $1.11M | 0.20% | −139−1.1% | Reduced |
| D.B. Root & Company, LLC | 12,617 | $1.11M | 0.43% | +341+2.8% | Added |
| Imprint Wealth LLC | 12,658 | $1.12M | 0.94% | +121+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 12,696 | $1.12M | 0.02% | −148−1.2% | Reduced |
| Meridian Financial Partners LLC | 12,793 | $1.12M | 1.15% | +57+0.4% | Added |
| Capital Investment Counsel, Inc | 12,797 | $1.13M | 0.23% | +57+0.4% | Added |
| First City Capital Management, Inc. | 12,900 | $1.14M | 0.71% | −365−2.8% | Reduced |
| Trust Investment Advisors | 12,912 | $1.14M | 0.98% | −508−3.8% | Reduced |
| Archford Capital Strategies, LLC | 13,009 | $1.15M | 0.23% | +2,541+24.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,087 | $1.16M | 0.00% | −2,851−17.9% | Reduced |
| Community Bank of Raymore | 13,160 | $1.16M | 0.54% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,212 | $1.17M | 0.24% | −616−4.5% | Reduced |
| Park Place Capital Corp | 13,254 | $1.17M | 0.34% | +40+0.3% | Added |
| Old North State Wealth Management, LLC | 13,253 | $1.17M | 1.03% | +438+3.4% | Added |
| Baker Tilly Wealth Management, LLC | 13,356 | $1.18M | 0.19% | −1,048−7.3% | Reduced |
| Private Wealth Partners, LLC | 13,376 | $1.18M | 0.11% | −672−4.8% | Reduced |
| JT Stratford LLC | 13,423 | $1.18M | 0.31% | +1,486+12.4% | Added |
| Diversified Trust Co | 13,430 | $1.19M | 0.04% | +1,983+17.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,496 | $1.19M | 0.14% | −439−3.2% | Reduced |
| Voya Financial Advisors, Inc. | 13,435 | $1.19M | 0.15% | +103+0.8% | Added |
| Spirit of America Management Corp | 13,600 | $1.20M | 0.27% | −150−1.1% | Reduced |
| Heritage Investors Management Corp | 13,662 | $1.21M | 0.05% | −1,214−8.2% | Reduced |
| Mitchell Sinkler & Starr | 13,677 | $1.21M | 0.37% | +2,916+27.1% | Added |
| Claro Advisors LLC | 13,698 | $1.21M | 0.30% | +381+2.9% | Added |
| Old Port Advisors | 13,720 | $1.21M | 0.44% | +13,720 | New |
| Sheaff Brock Investment Advisors, LLC | 13,748 | $1.21M | 0.12% | −539−3.8% | Reduced |
| Clearbridge Investments, LLC | 13,811 | $1.22M | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 13,816 | $1.22M | 0.07% | −2,603−15.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,833 | $1.22M | 0.02% | −11,580−45.6% | Reduced |
| Tradewinds, LLC. | 13,839 | $1.22M | 0.72% | +283+2.1% | Added |
| Reuter James Wealth Management, LLC | 13,852 | $1.22M | 0.92% | −17−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,883 | $1.23M | 0.16% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 13,899 | $1.23M | 0.70% | −1,135−7.5% | Reduced |
| Jeppson Wealth Management, LLC | 13,942 | $1.23M | 0.56% | −283−2.0% | Reduced |
| Jacobi Capital Management LLC | 13,953 | $1.23M | 0.14% | +369+2.7% | Added |
| Moody National Bank Trust Division | 14,000 | $1.24M | 0.08% | −10,669−43.2% | Reduced |
| RFG Advisory, LLC | 14,005 | $1.24M | 0.06% | +2,298+19.6% | Added |
| Private Trust Co NA | 14,046 | $1.24M | 0.16% | −196−1.4% | Reduced |
| Bank of Hawaii | 14,133 | $1.25M | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 14,298 | $1.26M | 0.13% | +188+1.3% | Added |
| Chemung Canal Trust Co | 14,370 | $1.27M | 0.29% | −2,541−15.0% | Reduced |
| Patten Group, Inc. | 14,387 | $1.27M | 0.38% | −211−1.4% | Reduced |
| Columbia Asset Management | 14,391 | $1.27M | 0.28% | +160+1.1% | Added |
| Northcape Wealth Management, LLC | 14,456 | $1.28M | 0.49% | −247−1.7% | Reduced |
| Stiles Financial Services Inc | 14,469 | $1.28M | 0.66% | +1,323+10.1% | Added |
| Wealth Dimensions Group, Ltd. | 14,522 | $1.28M | 0.46% | +1,116+8.3% | Added |
| ZWJ Investment Counsel Inc | 14,568 | $1.29M | 0.07% | −507−3.4% | Reduced |
| Studio Investment Management LLC | 14,575 | $1.29M | 0.36% | +9,100+166.2% | Added |
| MTM Investment Management, LLC | 14,594 | $1.29M | 0.65% | −310−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.30M | 0.20% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 14,800 | $1.31M | 0.06% | +273+1.9% | Added |
| Allworth Financial LP | 14,833 | $1.31M | 0.01% | −5,169−25.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,967 | $1.32M | 0.02% | −3,899−20.7% | Reduced |
| Alpha Omega Wealth Management LLC | 15,017 | $1.33M | 0.23% | −336−2.2% | Reduced |
| Hamel Associates, Inc. | 15,024 | $1.33M | 0.48% | +2,110+16.3% | Added |
| Premier Fund Managers Ltd | 15,000 | $1.33M | 0.06% | −5,000−25.0% | Reduced |
| Aviance Capital Partners, LLC | 15,196 | $1.34M | 0.30% | +132+0.9% | Added |
| Ingalls & Snyder LLC | 15,238 | $1.34M | 0.07% | −328−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 15,310 | $1.35M | 0.04% | +2,846+22.8% | Added |
| Bull Street Advisors, LLC | 15,388 | $1.36M | 0.72% | +480+3.2% | Added |
| Segall Bryant & Hamill, LLC | 15,421 | $1.36M | 0.02% | +92+0.6% | Added |
| Cunning Capital Partners, LP | 15,435 | $1.36M | 0.90% | +15,435 | Added |
| Curi Capital | 15,531 | $1.37M | 0.21% | −525−3.3% | Reduced |
| Wetherby Asset Management Inc | 15,533 | $1.37M | 0.08% | +2,534+19.5% | Added |
| Ashton Thomas Private Wealth, LLC | 15,534 | $1.37M | 0.10% | +861+5.9% | Added |
| Ballast, Inc. | 15,648 | $1.38M | 0.55% | +1,014+6.9% | Added |
| Bradley Foster & Sargent Inc | 15,421 | $1.38M | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 15,702 | $1.39M | 0.13% | +195+1.3% | Added |
| Private Asset Management Inc | 15,813 | $1.40M | 0.33% | +1,736+12.3% | Added |
| Asset Dedication, LLC | 15,905 | $1.40M | 0.12% | +649+4.3% | Added |
| Hilltop Holdings Inc. | 15,941 | $1.41M | 0.17% | +2,359+17.4% | Added |
| AMG National Trust Bank | 15,942 | $1.41M | 0.05% | −903−5.4% | Reduced |
| WealthTrust Axiom LLC | 15,988 | $1.41M | 0.51% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 16,016 | $1.41M | 0.50% | −192−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,054 | $1.42M | 0.15% | −819−4.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,106 | $1.42M | 0.34% | +80+0.5% | Added |
| Veriti Management LLC | 16,165 | $1.43M | 0.16% | +2,636+19.5% | Added |
| Axxcess Wealth Management, LLC | 16,292 | $1.44M | 0.05% | +5,502+51.0% | Added |
| Alberta Investment Management Corp | 16,300 | $1.44M | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 16,389 | $1.45M | 0.04% | −589−3.5% | Reduced |
| Paradigm Financial Partners, LLC | 16,877 | $1.45M | 0.40% | +245+1.5% | Added |
| Wealth Alliance | 16,442 | $1.45M | 0.23% | +1,547+10.4% | Added |
| Tower Bridge Advisors | 16,480 | $1.45M | 0.13% | +318+2.0% | Added |
| Bellecapital International Ltd. | 16,496 | $1.46M | 0.37% | +267+1.6% | Added |
| Wade G W & Inc | 16,706 | $1.47M | 0.05% | +53+0.3% | Added |
| Wagner Wealth Management, LLC | 16,845 | $1.49M | 0.55% | +2,168+14.8% | Added |
| Marino, Stram & Associates LLC | 16,861 | $1.49M | 0.44% | +414+2.5% | Added |
| NTV Asset Management LLC | 16,939 | $1.50M | 0.27% | −65−0.4% | Reduced |
| Buckingham Strategic Partners | 17,073 | $1.51M | 0.07% | +7,434+77.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,097 | $1.51M | 0.44% | +1,295+8.2% | Added |
| Essex Financial Services, Inc. | 17,113 | $1.51M | 0.17% | +4,252+33.1% | Added |
| Elevated Capital Advisors, LLC | 17,121 | $1.51M | 0.51% | −249−1.4% | Reduced |
| McMahon Financial Advisors, LLC | 17,203 | $1.52M | 0.47% | +1,139+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,253 | $1.52M | 0.01% | +12,073+233.1% | Added |
| King Luther Capital Management Corp | 17,254 | $1.52M | 0.01% | −430−2.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,370 | $1.53M | 0.42% | −179−1.0% | Reduced |
| IHT Wealth Management, LLC | 17,455 | $1.54M | 0.08% | +555+3.3% | Added |
| Equitable Trust Co | 17,457 | $1.54M | 0.13% | +1,058+6.5% | Added |