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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 23,986 | $2.12M | 0.45% | −3,966−14.2% | Reduced |
| BLB&B Advisors, LLC | 24,254 | $2.14M | 0.15% | −484−2.0% | Reduced |
| Rodgers Brothers Inc. | 24,312 | $2.15M | 0.37% | +3,864+18.9% | Added |
| Fairhaven Wealth Management, LLC | 24,322 | $2.15M | 0.86% | +486+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,327 | $2.15M | 0.06% | +18+0.1% | Added |
| Marks Group Wealth Management, Inc | 24,346 | $2.15M | 0.27% | −1,354−5.3% | Reduced |
| Orleans Capital Management Corp | 24,643 | $2.17M | 1.62% | −150−0.6% | Reduced |
| Aspire Private Capital, LLC | 24,667 | $2.18M | 0.71% | +19+0.1% | Added |
| Dynamic Advisor Solutions LLC | 24,702 | $2.18M | 0.10% | +1,356+5.8% | Added |
| Naples Global Advisors, LLC | 24,759 | $2.19M | 0.26% | +370+1.5% | Added |
| Equitable Holdings, Inc. | 24,847 | $2.19M | 0.03% | +1,284+5.4% | Added |
| Valeo Financial Advisors, LLC | 24,892 | $2.20M | 0.10% | +5,479+28.2% | Added |
| Prime Capital Investment Advisors, LLC | 25,008 | $2.21M | 0.05% | −29,771−54.3% | Reduced |
| TrinityPoint Wealth, LLC | 25,032 | $2.21M | 0.44% | +3,158+14.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,128 | $2.22M | 1.43% | +90.0% | Added |
| InterOcean Capital Group, LLC | 25,179 | $2.22M | 0.07% | +10,964+77.1% | Added |
| Financial Advisory Service, Inc. | 25,344 | $2.24M | 0.24% | +959+3.9% | Added |
| Iowa State Bank | 25,356 | $2.24M | 0.58% | +459+1.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,504 | $2.25M | 0.18% | −2,160−7.8% | Reduced |
| Carson Advisory Inc. | 25,566 | $2.26M | 1.98% | +5,702+28.7% | Added |
| Triangle Securities Wealth Management | 25,680 | $2.27M | 0.81% | +400+1.6% | Added |
| BKD Wealth Advisors, LLC | 25,715 | $2.27M | 0.07% | +2,848+12.5% | Added |
| Daymark Wealth Partners, LLC | 25,735 | $2.27M | 0.16% | −82−0.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 25,736 | $2.27M | 1.92% | +100.0% | Added |
| Bailard, Inc. | 26,123 | $2.31M | 0.08% | +49+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,146 | $2.31M | 0.03% | −31,663−54.8% | Reduced |
| Strategy Asset Managers LLC | 26,539 | $2.34M | 0.61% | −6,655−20.0% | Reduced |
| Twin Capital Management Inc | 26,555 | $2.34M | 0.34% | −1,278−4.6% | Reduced |
| Empirical Finance, LLC | 26,558 | $2.34M | 0.17% | +2,525+10.5% | Added |
| Seven Springs Wealth Group, LLC | 26,565 | $2.34M | 1.12% | −17,605−39.9% | Reduced |
| Stratos Wealth Advisors, LLC | 26,618 | $2.35M | 0.15% | +19,579+278.2% | Added |
| Shepherd Financial Partners LLC | 26,745 | $2.36M | 0.37% | +465+1.8% | Added |
| Old North State Trust, LLC | 26,753 | $2.36M | 1.84% | +171+0.6% | Added |
| Guardian Capital LP | 26,766 | $2.36M | 0.09% | +8,900+49.8% | Added |
| Integrated Advisors Network LLC | 26,882 | $2.37M | 0.15% | −137−0.5% | Reduced |
| Norinchukin Bank, The | 26,915 | $2.38M | 0.06% | −12,787−32.2% | Reduced |
| Ieq Capital, LLC | 26,950 | $2.38M | 0.05% | −16,894−38.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,969 | $2.38M | 0.13% | −2,981−10.0% | Reduced |
| Atlantic Union Bankshares Corp | 26,983 | $2.38M | 0.24% | −2,551−8.6% | Reduced |
| Credit Agricole S A | 27,052 | $2.39M | 0.07% | +7,606+39.1% | Added |
| Mutual Advisors, LLC | 27,060 | $2.39M | 0.09% | +577+2.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 27,155 | $2.40M | 0.15% | −5,099−15.8% | Reduced |
| Mill Capital Management, LLC | 27,257 | $2.41M | 0.24% | −555−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 27,366 | $2.42M | 0.18% | +973+3.7% | Added |
| Rowland & Co Investment Counsel | 27,430 | $2.42M | 0.60% | +17+0.1% | Added |
| Plimoth Trust Co LLC | 27,493 | $2.43M | 0.76% | +2,180+8.6% | Added |
| Trustmark National Bank Trust Department | 27,660 | $2.44M | 0.24% | −777−2.7% | Reduced |
| Loomis Sayles & Co L P | 27,762 | $2.45M | 0.00% | −1,392−4.8% | Reduced |
| Wright Investors Service Inc | 27,785 | $2.45M | 0.71% | +426+1.6% | Added |
| First County Bank | 27,870 | $2.46M | 1.28% | −4,201−13.1% | Reduced |
| Citizens Business Bank | 27,874 | $2.46M | 0.58% | −1,093−3.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 27,919 | $2.46M | 0.40% | −1,370−4.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,027 | $2.47M | 1.67% | +228+0.8% | Added |
| Cullinan Associates Inc | 28,174 | $2.49M | 0.14% | +9,979+54.8% | Added |
| Pinnacle Associates Ltd | 28,315 | $2.50M | 0.05% | −483−1.7% | Reduced |
| Constitution Capital LLC | 28,341 | $2.50M | 1.70% | −4,782−14.4% | Reduced |
| Home Federal Bank of Tennessee | 28,484 | $2.51M | 0.93% | −379−1.3% | Reduced |
| Trust Co of Toledo NA | 28,502 | $2.52M | 0.49% | +2,887+11.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,101 | $2.53M | 0.43% | −464−3.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 28,650 | $2.53M | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 28,654 | $2.53M | 0.03% | +3,818+15.4% | Added |
| Red Door Wealth Management, LLC | 28,732 | $2.54M | 0.63% | +1,846+6.9% | Added |
| Advisors Management Group Inc | 28,757 | $2.54M | 0.77% | +427+1.5% | Added |
| Carolinas Wealth Consulting LLC | 156,389 | $2.55M | 0.64% | +1,086+0.7% | Added |
| We Are One Seven, LLC | 29,163 | $2.57M | 0.20% | +831+2.9% | Added |
| Resources Management Corp | 29,174 | $2.58M | 0.42% | +480+1.7% | Added |
| Caldwell Trust Co | 29,301 | $2.59M | 0.35% | +1,520+5.5% | Added |
| United Capital Financial Advisers, LLC | 29,330 | $2.59M | 0.02% | +1,284+4.6% | Added |
| Armor Investment Advisors, LLC | 29,334 | $2.59M | 1.54% | +1,208+4.3% | Added |
| Lido Advisors, LLC | 29,381 | $2.59M | 0.03% | −2,144−6.8% | Reduced |
| Everence Capital Management Inc | 29,394 | $2.59M | 0.20% | +3,880+15.2% | Added |
| Richard Bernstein Advisors LLC | 29,713 | $2.62M | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 29,749 | $2.63M | 0.10% | −247−0.8% | Reduced |
| Townsend Asset Management Corp | 29,757 | $2.63M | 1.32% | +828+2.9% | Added |
| TD Waterhouse Canada Inc. | 27,281 | $2.64M | 0.03% | −1,466−5.1% | Reduced |
| PATRIZIA Pty Ltd | 29,946 | $2.64M | 2.52% | −5,589−15.7% | Reduced |
| Merit Financial Group, LLC | 29,962 | $2.64M | 0.09% | +302+1.0% | Added |
| Virtu Financial LLC | 29,968 | $2.65M | 0.26% | +20,933+231.7% | Added |
| Sheets Smith Wealth Management | 30,035 | $2.65M | 0.40% | −201−0.7% | Reduced |
| Cohen Capital Management, Inc. | 30,133 | $2.66M | 0.54% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 30,191 | $2.66M | 0.27% | −8,555−22.1% | Reduced |
| Greenwood Capital Associates LLC | 30,324 | $2.68M | 0.39% | +1,549+5.4% | Added |
| Weiss Asset Management LP | 30,508 | $2.69M | 0.21% | +30,508 | New |
| Csenge Advisory Group | 30,801 | $2.72M | 0.19% | +2,602+9.2% | Added |
| Two Sigma Securities, LLC | 30,915 | $2.73M | 0.13% | +15,515+100.7% | Added |
| Bremer Bank National Association | 30,945 | $2.73M | 0.54% | +1,599+5.4% | Added |
| Integrated Wealth Concepts LLC | 31,058 | $2.74M | 0.05% | +679+2.2% | Added |
| Advisor Partners II, LLC | 31,090 | $2.74M | 0.11% | +7,391+31.2% | Added |
| Intact Investment Management Inc. | 31,100 | $2.74M | 0.12% | −12,200−28.2% | Reduced |
| Simmons Bank | 31,491 | $2.78M | 0.25% | +1,211+4.0% | Added |
| Aventail Capital Group, LP | 31,522 | $2.78M | 0.19% | +31,522 | New |
| Tokio Marine Asset Management Co Ltd | 31,604 | $2.79M | 0.18% | +1,049+3.4% | Added |
| Farmers National Bank | 31,624 | $2.79M | 0.97% | +572+1.8% | Added |
| Jackson Hole Capital Partners, LLC | 31,639 | $2.79M | 0.82% | −1,017−3.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 31,695 | $2.80M | 0.39% | −7,866−19.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 31,705 | $2.80M | 0.07% | −669−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 31,723 | $2.80M | 0.06% | +2,435+8.3% | Added |
| Pegasus Asset Management, Inc. | 31,816 | $2.81M | 1.31% | +606+1.9% | Added |
| Metropolitan Life Insurance Co | 31,887 | $2.81M | 0.15% | −1,697−5.1% | Reduced |
| Lynch & Associates | 31,891 | $2.81M | 0.74% | −379−1.2% | Reduced |