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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 17,463 | $1.54M | 0.25% | +12,187+231.0% | Added |
| Davis Investment Partners, LLC | 18,106 | $1.55M | 0.82% | +231+1.3% | Added |
| Nepsis, Inc. | 17,558 | $1.55M | 0.47% | −142−0.8% | Reduced |
| Certified Advisory Corp | 17,577 | $1.55M | 0.29% | +92+0.5% | Added |
| Fiduciary Trust Co | 17,580 | $1.55M | 0.03% | −640−3.5% | Reduced |
| Brown Brothers Harriman & Co | 17,669 | $1.56M | 0.01% | −358−2.0% | Reduced |
| Trust Co of Vermont | 17,719 | $1.56M | 0.11% | −1,282−6.7% | Reduced |
| Silvercrest Asset Management Group LLC | 17,801 | $1.57M | 0.01% | −4,150−18.9% | Reduced |
| Wealth Advisory Solutions, LLC | 17,829 | $1.57M | 0.31% | −852−4.6% | Reduced |
| Key Bridge Compliance, LLC | 17,829 | $1.57M | 0.49% | +17,829 | New |
| Dakota Wealth Management | 17,927 | $1.58M | 0.07% | +4,553+34.0% | Added |
| Good Life Advisors, LLC | 17,934 | $1.58M | 0.18% | +555+3.2% | Added |
| Wedbush Securities Inc | 18,034 | $1.59M | 0.08% | −200−1.1% | Reduced |
| Earnest Partners LLC | 18,168 | $1.60M | 0.01% | −3,039−14.3% | Reduced |
| Wolff Wiese Magana LLC | 18,182 | $1.60M | 1.31% | −12−0.1% | Reduced |
| Randolph Co Inc | 18,252 | $1.61M | 0.26% | +1,957+12.0% | Added |
| Harbour Investments, Inc. | 18,296 | $1.61M | 0.08% | +2,021+12.4% | Added |
| Ziegler Capital Management, LLC | 18,346 | $1.62M | 0.06% | +216+1.2% | Added |
| Hartford Financial Management Inc. | 18,470 | $1.63M | 0.42% | −69−0.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,783 | $1.63M | 0.22% | −329−1.7% | Reduced |
| Glenview Trust Co | 18,710 | $1.65M | 0.05% | +4,820+34.7% | Added |
| Hanson & Doremus Investment Management | 18,795 | $1.66M | 0.34% | −724−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,888 | $1.66M | 0.59% | +1,716+10.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 18,879 | $1.67M | 0.73% | −1,326−6.6% | Reduced |
| Norway Savings Bank | 18,952 | $1.67M | 0.82% | −635−3.2% | Reduced |
| Smith, Moore & Co. | 19,017 | $1.68M | 0.22% | +114+0.6% | Added |
| WealthShield Partners, LLC | 19,122 | $1.69M | 0.25% | +245+1.3% | Added |
| Comerica Securities,inc. | 19,170 | $1.69M | 0.14% | −7,135−27.1% | Reduced |
| First National Trust Co | 19,174 | $1.69M | 0.08% | +5,287+38.1% | Added |
| Argent Advisors, Inc. | 19,179 | $1.69M | 0.77% | +1,957+11.4% | Added |
| Successful Portfolios LLC | 19,184 | $1.69M | 1.50% | −200−1.0% | Reduced |
| Grove Bank & Trust | 19,386 | $1.71M | 0.35% | +1,193+6.6% | Added |
| London Co of Virginia | 19,409 | $1.71M | 0.01% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 19,569 | $1.73M | 0.71% | −49−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 19,623 | $1.73M | 0.31% | +266+1.4% | Added |
| Fundamentun, LLC | 19,730 | $1.74M | 0.26% | +2,970+17.7% | Added |
| Texas Yale Capital Corp. | 19,731 | $1.74M | 0.08% | −104−0.5% | Reduced |
| Verdence Capital Advisors LLC | 19,747 | $1.74M | 0.19% | +1,450+7.9% | Added |
| 1832 Asset Management L.P. | 19,945 | $1.76M | 0.00% | −1,984−9.0% | Reduced |
| Mechanics Bank Trust Department | 19,967 | $1.76M | 0.29% | −300−1.5% | Reduced |
| United Fire Group Inc | 20,000 | $1.77M | 3.45% | −20,000−50.0% | Reduced |
| Ameritas Advisory Services, LLC | 20,029 | $1.77M | 0.09% | +13,218+194.1% | Added |
| FourThought Financial Partners, LLC | 20,131 | $1.78M | 0.25% | +863+4.5% | Added |
| City Holding Co | 20,195 | $1.78M | 0.32% | −3,102−13.3% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $1.78M | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 20,212 | $1.78M | 0.03% | −434−2.1% | Reduced |
| EP Wealth Advisors, LLC | 20,369 | $1.80M | 0.03% | +13,415+192.9% | Added |
| Lee Danner & Bass Inc | 20,459 | $1.81M | 0.16% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 20,553 | $1.81M | 0.20% | −521−2.5% | Reduced |
| Proequities, Inc. | 20,567 | $1.82M | 0.14% | +1,207+6.2% | Added |
| Principle Wealth Partners LLC | 20,616 | $1.82M | 0.18% | +1,550+8.1% | Added |
| Park National Corp | 20,617 | $1.82M | 0.08% | +922+4.7% | Added |
| Garrett Investment Advisors LLC | 20,624 | $1.82M | 0.25% | +699+3.5% | Added |
| Miller Howard Investments Inc | 20,713 | $1.83M | 0.07% | −1,624−7.3% | Reduced |
| Strategic Blueprint, LLC | 20,734 | $1.83M | 0.17% | +563+2.8% | Added |
| Empire Financial Management Company, LLC | 20,768 | $1.83M | 0.80% | +562+2.8% | Added |
| United Services Automobile Association | 20,831 | $1.84M | 0.05% | +2,327+12.6% | Added |
| Signaturefd, LLC | 20,832 | $1.84M | 0.05% | +2,623+14.4% | Added |
| Massmutual Trust Co FSB | 20,841 | $1.84M | 0.07% | +958+4.8% | Added |
| Shoker Investment Counsel, Inc. | 20,844 | $1.84M | 0.80% | −48−0.2% | Reduced |
| Ti-Trust, Inc | 20,855 | $1.84M | 1.76% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 20,983 | $1.85M | 0.65% | −107−0.5% | Reduced |
| Citadel Advisors LLC | 20,984 | $1.85M | 0.00% | −9,468−31.1% | Reduced |
| Symphony Financial, Ltd. Co. | 21,698 | $1.86M | 0.46% | +358+1.7% | Added |
| Warren Averett Asset Management, LLC | 21,137 | $1.87M | 0.08% | +3,182+17.7% | Added |
| Woodard & Co Asset Management Group Inc | 21,161 | $1.87M | 0.63% | −65−0.3% | Reduced |
| Courier Capital LLC | 21,380 | $1.89M | 0.16% | −14−0.1% | Reduced |
| Vectors Research Management, LLC | 24,370 | $1.89M | 0.61% | −18−0.1% | Reduced |
| Bleakley Financial Group, LLC | 21,468 | $1.89M | 0.07% | −3,758−14.9% | Reduced |
| Sawtooth Solutions, LLC | 21,468 | $1.89M | 0.06% | −3,751−14.9% | Reduced |
| Franklin Street Advisors Inc | 21,629 | $1.91M | 0.17% | −635−2.9% | Reduced |
| RSM US Wealth Management LLC | 21,651 | $1.91M | 0.07% | +325+1.5% | Added |
| Lincoln National Corp | 21,680 | $1.91M | 0.04% | +233+1.1% | Added |
| TSP Capital Management Group, LLC | 21,683 | $1.91M | 0.74% | −117−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,797 | $1.92M | 0.14% | +699+3.3% | Added |
| Berkeley Capital Partners, LLC | 21,882 | $1.93M | 0.70% | +654+3.1% | Added |
| Boston Private Wealth LLC | 22,030 | $1.94M | 0.04% | −959−4.2% | Reduced |
| Marshall Financial Group LLC | 22,041 | $1.95M | 0.70% | −146−0.7% | Reduced |
| Bank Ozk | 22,117 | $1.95M | 1.07% | +2,624+13.5% | Added |
| Green Square Capital Advisors LLC | 22,152 | $1.96M | 0.26% | −430−1.9% | Reduced |
| Los Angeles Capital Management LLC | 22,155 | $1.96M | 0.01% | +15,848+251.3% | Added |
| Forte Capital LLC | 22,479 | $1.98M | 0.31% | −43−0.2% | Reduced |
| Townsend & Associates, Inc | 22,685 | $1.99M | 0.42% | −2,326−9.3% | Reduced |
| ISAM Funds (UK) Ltd | 22,603 | $1.99M | 1.26% | +22,603 | New |
| Sound View Wealth Advisors Group, LLC | 22,700 | $2.00M | 0.25% | +2,619+13.0% | Added |
| Redwood Investment Management, LLC | 22,785 | $2.01M | 0.18% | +1,864+8.9% | Added |
| Creative Financial Designs Inc | 22,799 | $2.01M | 0.23% | −120−0.5% | Reduced |
| Nomura Holdings Inc | 23,000 | $2.03M | 0.02% | −11,599−33.5% | Reduced |
| Canandaigua National Bank & Trust Co | 23,052 | $2.03M | 0.33% | +2,269+10.9% | Added |
| Quantinno Capital Management LP | 23,147 | $2.04M | 0.09% | +13,399+137.5% | Added |
| Wealthspire Advisors, LLC | 23,156 | $2.04M | 0.03% | +12,441+116.1% | Added |
| Avantax Planning Partners, Inc. | 23,198 | $2.05M | 0.09% | +818+3.7% | Added |
| FinTrust Capital Advisors, LLC | 23,262 | $2.05M | 0.46% | +1,455+6.7% | Added |
| Schonfeld Strategic Advisors LLC | 23,500 | $2.07M | 0.02% | +23,500 | New |
| SWS Partners | 23,596 | $2.08M | 0.77% | −798−3.3% | Reduced |
| Global Retirement Partners, LLC | 24,276 | $2.09M | 0.11% | −680−2.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 23,748 | $2.10M | 0.04% | −2,309−8.9% | Reduced |
| Qube Research & Technologies Ltd | 23,786 | $2.10M | 0.01% | −343,738−93.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,931 | $2.11M | 0.08% | +112+0.5% | Added |
| Modera Wealth Management, LLC | 23,956 | $2.11M | 0.04% | −13,874−36.7% | Reduced |