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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1,611 | $142.2K | 0.02% | −104−6.1% | Reduced |
| Shell Asset Management Co | 1,632 | $144.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,634 | $144.2K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,636 | $145.0K | 0.11% | +90+5.8% | Added |
| Country Trust Bank | 1,649 | $145.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,660 | $146.5K | 0.01% | −479−22.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,669 | $147.3K | 0.12% | +211+14.5% | Added |
| Valley National Advisers Inc | 1,681 | $148.0K | 0.03% | −101−5.7% | Reduced |
| RFP Financial Group LLC | 1,703 | $150.3K | 0.07% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,720 | $151.8K | 0.02% | −75−4.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,722 | $151.9K | 0.05% | +1,410+451.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,727 | $152.5K | 0.05% | +1,727 | New |
| Column Capital Advisors, LLC | 1,741 | $153.7K | 0.02% | +300+20.8% | Added |
| SRS Capital Advisors, Inc. | 1,745 | $154.0K | 0.02% | +61+3.6% | Added |
| WR Wealth Planners, LLC | 1,771 | $156.3K | 0.06% | −128−6.7% | Reduced |
| Stephens Consulting, LLC | 1,787 | $157.7K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,807 | $159.6K | 0.01% | +352+24.2% | Added |
| Tradewinds Capital Management, LLC | 1,809 | $159.7K | 0.05% | −2−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,816 | $160.3K | 0.08% | −162−8.2% | Reduced |
| AdvisorNet Financial, Inc | 1,824 | $161.0K | 0.01% | −386−17.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,831 | $161.6K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,886 | $166.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,900 | $167.7K | 0.10% | −9−0.5% | Reduced |
| Alta Advisers Ltd | 1,900 | $167.7K | 0.10% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,917 | $169.2K | 0.05% | 00.0% | Unchanged |
| Cercano Management LLC | 1,919 | $169.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,933 | $170.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,951 | $172.0K | 0.09% | +275+16.4% | Added |
| Chelsea Counsel Co | 1,951 | $172.2K | 0.09% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,977 | $174.0K | 0.07% | −102−4.9% | Reduced |
| Leonteq Securities AG | 2,074 | $183.1K | 0.02% | −5,356−72.1% | Reduced |
| MV Capital Management, Inc. | 2,078 | $183.4K | 0.02% | −62−2.9% | Reduced |
| Gryphon Financial Partners LLC | 2,089 | $184.4K | 0.04% | −753−26.5% | Reduced |
| Ostrum Asset Management | 2,101 | $185.4K | 0.02% | −15−0.7% | Reduced |
| Lindbrook Capital, LLC | 2,102 | $185.5K | 0.02% | +542+34.7% | Added |
| Pinnacle Bancorp, Inc. | 2,123 | $187.4K | 0.07% | +400+23.2% | Added |
| Cambridge Trust Co | 2,126 | $187.6K | 0.01% | −779−26.8% | Reduced |
| Bangor Savings Bank | 2,134 | $188.3K | 0.02% | −23−1.1% | Reduced |
| Union Savings Bank | 2,155 | $190.2K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,167 | $191.3K | 0.14% | −225−9.4% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $191.4K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,202 | $194.0K | 0.02% | +23+1.1% | Added |
| Central Bank & Trust Co | 2,199 | $194.1K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,224 | $196.3K | 0.02% | +658+42.0% | Added |
| TrueWealth Advisors, LLC | 2,269 | $200.2K | 0.08% | −5−0.2% | Reduced |
| Lazari Capital Management, Inc. | 2,272 | $200.5K | 0.12% | +22+1.0% | Added |
| Allstate Corp | 2,274 | $200.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,291 | $202.2K | 0.03% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,291 | $202.2K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,296 | $202.6K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,296 | $202.6K | 0.06% | +2,296 | New |
| Capital Analysts, LLC | 2,301 | $203.0K | 0.01% | −2,624−53.3% | Reduced |
| Red Wave Investments LLC | 2,305 | $203.4K | 0.09% | −40−1.7% | Reduced |
| Ignite Planners, LLC | 2,382 | $203.6K | 0.06% | −23−1.0% | Reduced |
| Bridge Creek Capital Management LLC | 2,307 | $203.6K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,310 | $203.8K | 0.01% | +20+0.9% | Added |
| Wealth Effects LLC | 2,315 | $204.3K | 0.10% | −325−12.3% | Reduced |
| Greytown Advisors Inc. | 2,354 | $207.8K | 0.12% | +10.0% | Added |
| Michael B. Yongue | 2,355 | $207.9K | 0.20% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,361 | $208.0K | 0.02% | −715−23.2% | Reduced |
| Farther Finance Advisors, LLC | 2,361 | $208.4K | 0.03% | +851+56.4% | Added |
| Northstar Advisory Group, LLC | 2,364 | $208.6K | 0.15% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,375 | $209.6K | 0.10% | 00.0% | Unchanged |
| Bridgeworth, LLC | 2,377 | $209.8K | 0.02% | −16−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,382 | $210.0K | 0.14% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,388 | $210.9K | 0.02% | −1,157−32.6% | Reduced |
| Sage Rhino Capital LLC | 2,392 | $211.1K | 0.06% | −32−1.3% | Reduced |
| Avestar Capital, LLC | 2,395 | $211.4K | 0.03% | +2,395 | New |
| Ade, LLC | 2,396 | $211.5K | 0.16% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,397 | $211.6K | 0.04% | +217+10.0% | Added |
| Penn Mutual Asset Management, LLC | 2,400 | $211.8K | 0.20% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,401 | $211.9K | 0.06% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,403 | $212.1K | 0.03% | −51−2.1% | Reduced |
| Mezzasalma Advisors, LLC | 2,405 | $212.3K | 0.13% | +2,405 | New |
| Raab & Moskowitz Asset Management LLC | 2,408 | $212.6K | 0.07% | −1,705−41.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,415 | $213.1K | 0.28% | +2,415 | New |
| Royal Capital Wealth Management, LLC | 2,416 | $213.2K | 0.20% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 2,417 | $213.3K | 0.21% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,420 | $213.6K | 0.03% | +2,420 | New |
| Allegiance Financial Group Advisory Services LLC | 2,421 | $213.7K | 0.12% | 00.0% | Unchanged |
| RDA Financial Network | 2,423 | $213.8K | 0.09% | −1,202−33.2% | Reduced |
| Allegheny Financial Group LTD | 2,424 | $213.9K | 0.08% | +2,424 | New |
| Wealth Quarterback LLC | 2,428 | $214.3K | 0.19% | −298−10.9% | Reduced |
| Bridges Investment Management Inc | 2,429 | $214.4K | 0.01% | 00.0% | Unchanged |
| S&CO Inc | 2,438 | $215.0K | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,450 | $216.2K | 0.05% | −105−4.1% | Reduced |
| Pallas Capital Advisors LLC | 2,467 | $216.8K | 0.01% | +2,467 | New |
| Weatherly Asset Management L. P. | 2,460 | $217.2K | 0.03% | +10.0% | Added |
| Roundview Capital LLC | 2,462 | $217.3K | 0.02% | +53+2.2% | Added |
| Clear Creek Financial Management, LLC | 2,464 | $217.5K | 0.04% | +18+0.7% | Added |
| Summit X, LLC | 2,467 | $217.8K | 0.07% | −6,983−73.9% | Reduced |
| Forum Financial Management, LP | 2,474 | $218.4K | 0.00% | −18−0.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,474 | $218.4K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,481 | $219.0K | 0.06% | −33−1.3% | Reduced |
| M. Kraus & Co | 2,482 | $219.1K | 0.08% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,482 | $219.1K | 0.06% | +5+0.2% | Added |
| Pflug Koory, LLC | 2,486 | $219.4K | 0.13% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,498 | $220.5K | 0.01% | −144−5.5% | Reduced |
| Shayne & Co., LLC | 2,500 | $220.7K | 0.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $220.7K | 0.08% | 00.0% | Unchanged |