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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 408 | $36.0K | 0.00% | +4+1.0% | Added |
| Horrell Capital Management, Inc. | 425 | $38.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 431 | $38.0K | 0.01% | −14−3.1% | Reduced |
| Headlands Technologies LLC | 440 | $38.8K | 0.02% | −1,155−72.4% | Reduced |
| Robbins Farley LLC | 450 | $39.7K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 472 | $41.7K | 0.00% | −1,903−80.1% | Reduced |
| Canton Hathaway, LLC | 471 | $42.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 496 | $43.8K | 0.01% | +3+0.6% | Added |
| Kelly Financial Services LLC | 500 | $44.1K | 0.02% | −33−6.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $44.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 502 | $44.3K | 0.00% | +110+28.1% | Added |
| Legacy Financial Group LLC | 507 | $44.7K | 0.01% | +507 | New |
| Foster Dykema Cabot & Co Inc | 512 | $45.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 550 | $48.5K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $49.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 570 | $50.3K | 0.02% | +570 | New |
| Abound Wealth Management | 572 | $50.5K | 0.02% | +11+2.0% | Added |
| GHP Investment Advisors, Inc. | 571 | $50.6K | 0.00% | +188+49.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 579 | $51.1K | 0.02% | −3−0.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 583 | $51.5K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $51.5K | 0.05% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 587 | $52.0K | 0.04% | −23−3.8% | Reduced |
| Coppell Advisory Solutions LLC | 510 | $52.5K | 0.02% | −1,658−76.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 598 | $52.8K | 0.03% | +9+1.5% | Added |
| GeoWealth Management, LLC | 603 | $54.0K | 0.01% | +399+195.6% | Added |
| Motco | 624 | $55.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 624 | $55.1K | 0.04% | +1+0.2% | Added |
| Macroview Investment Management LLC | 627 | $55.3K | 0.07% | +11+1.8% | Added |
| Rock Creek Group, LP | 631 | $55.7K | 0.01% | −839−57.1% | Reduced |
| Antonetti Capital Management LLC | 635 | $56.0K | 0.09% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $56.1K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $57.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 659 | $58.2K | 0.01% | −309−31.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $58.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $59.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 676 | $59.7K | 0.02% | +15+2.3% | Added |
| Boyd Watterson Asset Management LLC | 697 | $61.5K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 721 | $63.6K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 734 | $64.8K | 0.03% | +1+0.1% | Added |
| Laffer Tengler Investments | 756 | $66.7K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 771 | $68.1K | 0.04% | +2+0.3% | Added |
| Centerpoint Advisors, LLC | 790 | $70.0K | 0.03% | −151−16.0% | Reduced |
| Avalon Trust Co | 800 | $70.6K | 0.01% | −327−29.0% | Reduced |
| Core Alternative Capital | 820 | $72.3K | 0.01% | +1+0.1% | Added |
| PFG Private Wealth Management, LLC | 824 | $72.7K | 0.05% | −727−46.9% | Reduced |
| Kenfarb & Co. | 845 | $74.6K | 0.07% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 848 | $74.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 862 | $76.0K | 0.01% | +16+1.9% | Added |
| Kozak & Associates, Inc. | 875 | $76.0K | 0.03% | +18+2.1% | Added |
| Operose Advisors LLC | 868 | $76.6K | 0.03% | +629+263.2% | Added |
| American State Bank (Iowa) | 874 | $77.1K | 0.06% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 898 | $79.2K | 0.18% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 899 | $79.3K | 0.05% | −105−10.5% | Reduced |
| Andra AP-fonden | 900 | $79.4K | 0.00% | −14,800−94.3% | Reduced |
| Highlander Capital Management, LLC | 929 | $82.0K | 0.03% | +677+268.7% | Added |
| Ameliora Wealth Management Ltd. | 941 | $83.1K | 0.05% | +591+168.9% | Added |
| Carmel Capital Partners, LLC | 962 | $84.9K | 0.04% | +832+640.0% | Added |
| Coston, McIsaac & Partners | 968 | $85.0K | 0.03% | +2+0.2% | Added |
| ORG Partners LLC | 976 | $86.3K | 0.03% | −5,281−84.4% | Reduced |
| Webster Bank, N. A. | 980 | $86.5K | 0.01% | −43−4.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 999 | $88.2K | 0.02% | −329−24.8% | Reduced |
| Mechanics Financial Corp | 1,000 | $88.3K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $90.8K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,033 | $91.2K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,033 | $91.2K | 0.03% | +8+0.8% | Added |
| AllSquare Wealth Management LLC | 1,082 | $95.5K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,106 | $97.6K | 0.00% | −152−12.1% | Reduced |
| Atticus Wealth Management, LLC | 1,111 | $98.0K | 0.04% | −52−4.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,111 | $98.1K | 0.05% | +1,111 | New |
| WFA Asset Management Corp | 1,117 | $98.6K | 0.06% | +8+0.7% | Added |
| New Millennium Group LLC | 1,119 | $98.8K | 0.09% | −139−11.0% | Reduced |
| JJJ Advisors Inc. | 1,138 | $100.4K | 0.03% | −167−12.8% | Reduced |
| Venturi Wealth Management, LLC | 1,150 | $101.5K | 0.01% | +4+0.3% | Added |
| Dividend Assets Capital, LLC | 1,153 | $102.0K | 0.02% | −19−1.6% | Reduced |
| Toth Financial Advisory Corp | 1,157 | $102.1K | 0.02% | +10+0.9% | Added |
| Byrne Asset Management LLC | 1,168 | $103.0K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,174 | $103.6K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,179 | $104.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,188 | $104.9K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,203 | $106.2K | 0.08% | +124+11.5% | Added |
| Ruedi Wealth Management, Inc. | 1,207 | $106.5K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,224 | $108.0K | 0.10% | −3−0.2% | Reduced |
| Key Financial Inc | 1,233 | $108.8K | 0.04% | −68−5.2% | Reduced |
| Cranbrook Wealth Management, LLC | 1,233 | $108.8K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,230 | $109.0K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $110.3K | 0.01% | −35−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,250 | $110.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,251 | $110.4K | 0.01% | +85+7.3% | Added |
| Reitz Capital Advisors LLC | 1,265 | $112.2K | 0.21% | +1,265 | New |
| LGT Financial Advisors LLC | 1,299 | $114.7K | 0.15% | −7,434−85.1% | Reduced |
| New England Capital Financial Advisors LLC | 1,308 | $115.5K | 0.08% | 00.0% | Unchanged |
| Investors Research Corp | 1,310 | $115.6K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,366 | $120.6K | 0.01% | −227−14.2% | Reduced |
| Center for Financial Planning, Inc. | 1,375 | $121.4K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,380 | $121.8K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,403 | $123.8K | 0.79% | −11−0.8% | Reduced |
| Vestor Capital, LLC | 1,408 | $124.0K | 0.01% | −60−4.1% | Reduced |
| TCTC Holdings, LLC | 1,473 | $130.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,567 | $138.3K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,583 | $139.7K | 0.02% | −57−3.5% | Reduced |