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 |
|---|---|---|---|---|---|
| Concord Asset Management, LLC | 2,507 | $221.3K | 0.07% | +2,507 | New |
| Absher Wealth Management, LLC | 2,510 | $221.5K | 0.04% | +164+7.0% | Added |
| Redhawk Wealth Advisors, Inc. | 2,512 | $221.7K | 0.07% | +275+12.3% | Added |
| Clarus Group, Inc. | 2,514 | $221.9K | 0.16% | −1,394−35.7% | Reduced |
| Simon Quick Advisors, LLC | 2,516 | $222.1K | 0.02% | +2,516 | New |
| Hudson Value Partners, LLC | 2,525 | $222.9K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,531 | $223.4K | 0.03% | −81−3.1% | Reduced |
| Cutler Group LP | 2,538 | $224.0K | 0.04% | +337+15.3% | Added |
| Beirne Wealth Consulting Services, LLC | 2,499 | $224.3K | 0.18% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,545 | $224.6K | 0.11% | +108+4.4% | Added |
| Sittner & Nelson, LLC | 2,551 | $225.1K | 0.13% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,551 | $225.2K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 2,552 | $225.2K | 0.19% | +2,552 | New |
| Strategic Equity Management | 2,557 | $225.7K | 0.09% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,560 | $225.9K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,571 | $226.9K | 0.08% | +102+4.1% | Added |
| Citizens National Bank Trust Department | 2,577 | $227.4K | 0.06% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,578 | $227.5K | 0.08% | +2,578 | New |
| Norden Group LLC | 2,578 | $227.5K | 0.08% | +2,578 | New |
| Horan Capital Advisors, LLC. | 2,580 | $227.7K | 0.09% | +10.0% | Added |
| Rossmore Private Capital | 2,584 | $228.1K | 0.03% | +121+4.9% | Added |
| Teamwork Financial Advisors, LLC | 2,585 | $228.2K | 0.04% | +150+6.2% | Added |
| Pine Valley Investments Ltd Liability Co | 2,590 | $228.6K | 0.02% | +2,590 | New |
| Vinva Investment Management Ltd | 2,579 | $228.7K | 0.02% | −13,321−83.8% | Reduced |
| Nicolet Bankshares Inc | 2,593 | $228.9K | 0.07% | −36−1.4% | Reduced |
| First Nebraska Trust Co | 2,593 | $228.9K | 0.03% | +10+0.4% | Added |
| Monticello Wealth Management, LLC | 2,599 | $229.4K | 0.02% | +2,599 | New |
| TCG Advisory Services, LLC | 2,604 | $229.8K | 0.04% | +2,604 | New |
| Capital City Trust Co | 2,627 | $231.9K | 0.08% | −183−6.5% | Reduced |
| Partners Capital Investment Group, LLP | 2,627 | $231.9K | 0.01% | +2,627 | New |
| Nwam LLC | 2,631 | $232.3K | 0.02% | −447−14.5% | Reduced |
| Fortress Wealth Group, LLC | 2,711 | $232.5K | 0.16% | +8+0.3% | Added |
| Sherbrooke Park Advisers LLC | 2,644 | $233.4K | 0.07% | +2,644 | New |
| Sanders Morris Harris LLC | 2,650 | $233.9K | 0.05% | 00.0% | Unchanged |
| NBW Capital LLC | 2,658 | $234.6K | 0.06% | −33−1.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,662 | $234.9K | 0.10% | +3+0.1% | Added |
| Gleason Group, Inc. | 2,662 | $234.9K | 0.06% | +28+1.1% | Added |
| Blossom Wealth Management | 2,675 | $236.1K | 0.76% | +200+8.1% | Added |
| Vantage Financial Partners, LLC | 2,677 | $236.2K | 0.09% | +31+1.2% | Added |
| Innovis Asset Management LLC | 2,684 | $236.9K | 0.09% | +42+1.6% | Added |
| Charter Trust Co | 2,690 | $237.4K | 0.02% | −574−17.6% | Reduced |
| Cook Wealth Management Group LLC | 2,665 | $237.7K | 0.18% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,694 | $237.8K | 0.03% | +261+10.7% | Added |
| Baker Avenue Asset Management, LP | 2,695 | $237.8K | 0.01% | +1,045+63.3% | Added |
| YHB Investment Advisors, Inc. | 2,697 | $238.0K | 0.02% | +131+5.1% | Added |
| Balboa Wealth Partners | 2,697 | $238.0K | 0.09% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 2,698 | $238.1K | 0.29% | −434−13.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,715 | $239.7K | 0.13% | +143+5.6% | Added |
| Tilia Fiduciary Partners, Inc. | 2,716 | $239.7K | 0.25% | −628−18.8% | Reduced |
| Camden Capital, LLC | 2,719 | $240.0K | 0.03% | +212+8.5% | Added |
| Carl P. Sherr & Co., LLC | 2,721 | $240.2K | 0.16% | −289−9.6% | Reduced |
| Calton & Associates, Inc. | 2,723 | $240.4K | 0.35% | +438+19.2% | Added |
| McRae Capital Management Inc | 2,739 | $241.7K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 2,744 | $242.2K | 0.01% | −401−12.8% | Reduced |
| Alaethes Wealth LLC | 2,755 | $243.2K | 0.13% | +2,755 | New |
| Arden Trust Co | 2,766 | $244.1K | 0.04% | −235−7.8% | Reduced |
| Proficio Capital Partners LLC | 2,768 | $244.3K | 0.03% | −124−4.3% | Reduced |
| Breakwater Capital Group | 2,734 | $244.8K | 0.08% | +2,734 | New |
| Beacon Investment Advisors LLC | 2,777 | $245.1K | 0.17% | −6−0.2% | Reduced |
| Summit Asset Management, LLC | 2,787 | $246.0K | 0.07% | 00.0% | Unchanged |
| Fca Corp | 2,794 | $246.6K | 0.09% | +75+2.8% | Added |
| Obsidian Personal Planning Solutions LLC | 2,820 | $248.9K | 0.21% | 00.0% | Unchanged |
| Mark Stevens | 2,830 | $249.8K | 0.03% | +431+18.0% | Added |
| FLC Capital Advisors | 2,831 | $249.9K | 0.08% | +2,831 | New |
| Spinnaker Investment Group, LLC | 2,837 | $250.4K | 0.08% | +3+0.1% | Added |
| Alliance Wealth Advisors, LLC | 2,837 | $250.4K | 0.09% | +287+11.3% | Added |
| West Branch Capital LLC | 2,841 | $250.7K | 0.13% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,844 | $251.0K | 0.12% | +10.0% | Added |
| Nalls Sherbakoff Group, LLC | 2,847 | $251.3K | 0.24% | +131+4.8% | Added |
| Gilman Hill Asset Management, LLC | 2,849 | $251.5K | 0.05% | +138+5.1% | Added |
| Northern Oak Wealth Management Inc | 2,853 | $251.8K | 0.03% | −506−15.1% | Reduced |
| CenterStar Asset Management, LLC | 2,864 | $253.0K | 0.68% | +2,864 | New |
| Centurion Wealth Management LLC | 2,868 | $253.1K | 0.12% | +47+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,872 | $253.5K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,893 | $255.3K | 0.14% | −380−11.6% | Reduced |
| Avidian Wealth Solutions, LLC | 2,897 | $255.7K | 0.02% | +12+0.4% | Added |
| Van Cleef Asset Management,Inc | 2,899 | $255.9K | 0.04% | −196−6.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,900 | $256.0K | 0.05% | +6+0.2% | Added |
| CapWealth Advisors, LLC | 2,903 | $256.2K | 0.03% | +522+21.9% | Added |
| Wealthsource Partners, LLC | 2,906 | $256.5K | 0.02% | −516−15.1% | Reduced |
| Annex Advisory Services, LLC | 2,913 | $257.1K | 0.02% | −665−18.6% | Reduced |
| Boston Trust Walden Corp | 2,918 | $257.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,921 | $257.8K | 0.17% | +33+1.1% | Added |
| Eads & Heald Wealth Management | 2,922 | $258.0K | 0.14% | +90+3.2% | Added |
| Newman Dignan & Sheerar, Inc. | 2,931 | $258.7K | 0.08% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,944 | $259.8K | 0.06% | +2,944 | New |
| David Loasby | 3,028 | $260.8K | 0.03% | +314+11.6% | Added |
| Clearstead Advisors, LLC | 2,973 | $262.4K | 0.02% | +18+0.6% | Added |
| Perpetual Ltd | 2,976 | $262.7K | 0.00% | −373−11.1% | Reduced |
| Fagan Associates, Inc. | 2,980 | $263.0K | 0.06% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,985 | $263.5K | 0.06% | −12−0.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,991 | $264.0K | 0.11% | +2+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,994 | $264.2K | 0.06% | +712+31.2% | Added |
| Alethea Capital Management, LLC | 3,000 | $264.8K | 0.33% | −5,856−66.1% | Reduced |
| MCF Advisors LLC | 3,013 | $265.9K | 0.02% | +551+22.4% | Added |
| New Hampshire Trust | 3,014 | $266.0K | 0.07% | −77−2.5% | Reduced |
| Financial Engines Advisors L.L.C. | 3,027 | $267.1K | 0.00% | +3,027 | New |
| Fulcrum Equity Management | 3,040 | $268.3K | 0.31% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 3,043 | $269.0K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 3,055 | $269.6K | 0.07% | 00.0% | Unchanged |