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 |
|---|---|---|---|---|---|
| LSP Investment Advisors, LLC | 3,060 | $270.1K | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 3,076 | $271.5K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,083 | $272.1K | 0.02% | +615+24.9% | Added |
| Burns J W & Co Inc | 3,083 | $272.1K | 0.04% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,097 | $273.3K | 0.02% | −1,471−32.2% | Reduced |
| Letko, Brosseau & Associates Inc | 3,100 | $273.6K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,101 | $273.7K | 0.03% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 3,115 | $274.9K | 0.03% | +179+6.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,118 | $275.2K | 0.02% | +3,118 | New |
| First National Advisers, LLC | 3,126 | $275.9K | 0.12% | +3,126 | New |
| Stokes Capital Advisors, LLC | 3,126 | $275.9K | 0.10% | −128−3.9% | Reduced |
| Truvestments Capital LLC | 3,133 | $276.5K | 0.14% | +20+0.6% | Added |
| Meridian Investment Counsel Inc. | 3,145 | $277.6K | 0.10% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,158 | $278.7K | 0.07% | −438−12.2% | Reduced |
| Exchange Bank | 3,159 | $278.8K | 0.27% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,161 | $279.0K | 0.12% | +25+0.8% | Added |
| Peachtree Investment Partners, LLC | 3,164 | $279.2K | 0.14% | +34+1.1% | Added |
| Hoylecohen, LLC | 3,170 | $279.8K | 0.03% | −13−0.4% | Reduced |
| Cypress Asset Management Inc | 3,175 | $280.2K | 0.09% | −1,610−33.6% | Reduced |
| PCA Investment Advisory Services Inc. | 3,185 | $281.1K | 0.20% | −321−9.2% | Reduced |
| JB Capital LLC | 3,194 | $281.9K | 0.02% | +435+15.8% | Added |
| Desjardins Global Asset Management Inc. | 3,202 | $282.6K | 0.03% | +507+18.8% | Added |
| Wimmer Associates 1, LLC | 3,207 | $283.1K | 0.18% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,218 | $284.0K | 0.13% | +481+17.6% | Added |
| Baker Boyer National Bank | 3,219 | $284.1K | 0.12% | +3+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,221 | $284.3K | 0.26% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,225 | $284.7K | 0.04% | +278+9.4% | Added |
| Kepos Capital LP | 3,229 | $285.0K | 0.05% | +978+43.4% | Added |
| Abbrea Capital, LLC | 3,235 | $286.0K | 0.05% | −471−12.7% | Reduced |
| Meridian Wealth Partners, LLC | 3,243 | $286.2K | 0.06% | +33+1.0% | Added |
| Transcend Wealth Collective, LLC | 3,249 | $286.8K | 0.03% | −2,498−43.5% | Reduced |
| Pittenger & Anderson Inc | 3,250 | $286.8K | 0.01% | −250−7.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,267 | $288.4K | 0.11% | +76+2.4% | Added |
| Jmac Enterprises LLC | 3,268 | $288.4K | 0.07% | +3,268 | New |
| Rosenberg Matthew Hamilton | 3,276 | $289.1K | 0.10% | −97−2.9% | Reduced |
| Financial Advisors Network, Inc. | 3,280 | $289.5K | 0.07% | +3,280 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,281 | $289.6K | 0.15% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 3,288 | $290.2K | 0.25% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,294 | $290.7K | 0.03% | +114+3.6% | Added |
| Americana Partners, LLC | 3,300 | $291.3K | 0.03% | −4,929−59.9% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,308 | $292.0K | 0.01% | +3,308 | New |
| McGowan Group Asset Management, Inc. | 3,329 | $293.8K | 0.05% | −108−3.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 3,331 | $294.0K | 0.08% | −12−0.4% | Reduced |
| Am Investment Strategies LLC | 3,331 | $294.0K | 0.10% | −192−5.4% | Reduced |
| St. Louis Trust Co | 3,333 | $294.2K | 0.06% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,340 | $294.8K | 0.03% | +774+30.2% | Added |
| Marathon Capital Management | 3,347 | $295.4K | 0.07% | −25−0.7% | Reduced |
| Beaton Management Co. Inc. | 3,354 | $296.0K | 0.19% | +209+6.6% | Added |
| Prostatis Group LLC | 3,226 | $297.1K | 0.15% | −88,596−96.5% | Reduced |
| Southland Equity Partners LLC | 3,375 | $297.9K | 0.10% | +607+21.9% | Added |
| North Star Investment Management Corp. | 3,386 | $298.8K | 0.03% | +260+8.3% | Added |
| Smithfield Trust Co | 3,406 | $299.0K | 0.02% | +28+0.8% | Added |
| PDS Planning, Inc | 3,400 | $300.1K | 0.04% | −36−1.0% | Reduced |
| First Foundation Advisors | 3,400 | $300.1K | 0.01% | +333+10.9% | Added |
| Cascade Investment Group, Inc. | 3,405 | $300.5K | 0.28% | −535−13.6% | Reduced |
| TRUE Private Wealth Advisors | 3,408 | $300.8K | 0.04% | +848+33.1% | Added |
| Strategic Investment Advisors | 3,409 | $300.9K | 0.05% | +105+3.2% | Added |
| Sandbox Financial Partners, LLC | 3,415 | $301.4K | 0.16% | +15+0.4% | Added |
| Cozad Asset Management Inc | 3,417 | $301.6K | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 3,419 | $301.8K | 0.03% | +3+0.1% | Added |
| Cim Investment Mangement Inc | 3,422 | $302.0K | 0.11% | −74−2.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,424 | $302.3K | 0.25% | −28−0.8% | Reduced |
| West Family Investments, Inc. | 3,425 | $302.3K | 0.11% | −5,941−63.4% | Reduced |
| Cravens & Co Advisors, LLC | 3,437 | $303.4K | 0.29% | −45−1.3% | Reduced |
| Adviser Investments LLC | 3,439 | $303.5K | 0.01% | +3,439 | New |
| Front Row Advisors LLC | 3,450 | $304.5K | 0.14% | −3,374−49.4% | Reduced |
| Waldron Private Wealth LLC | 3,450 | $304.5K | 0.02% | −1,763−33.8% | Reduced |
| FirstPurpose Wealth LLC | 3,462 | $305.6K | 0.13% | +40+1.2% | Added |
| V-Square Quantitative Management LLC | 3,464 | $305.7K | 0.13% | +2,074+149.2% | Added |
| WealthPlan Investment Management, LLC | 3,484 | $307.5K | 0.05% | +3,415+4,949.3% | Added |
| Sterling Investment Counsel, LLC | 3,501 | $309.0K | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,505 | $309.4K | 0.11% | +355+11.3% | Added |
| CRA Financial Services, LLC | 3,510 | $309.8K | 0.09% | +10.0% | Added |
| Detalus Advisors, LLC | 3,524 | $311.0K | 0.15% | −144−3.9% | Reduced |
| OneAscent Wealth Management LLC | 3,536 | $312.0K | 0.14% | −144−3.9% | Reduced |
| Revolve Wealth Partners, LLC | 3,543 | $312.7K | 0.07% | −171−4.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,558 | $314.0K | 0.02% | −250−6.6% | Reduced |
| West Paces Advisors Inc. | 3,579 | $315.9K | 0.10% | −689−16.1% | Reduced |
| PFG Advisors | 3,584 | $316.3K | 0.03% | −10,048−73.7% | Reduced |
| MKT Advisors LLC | 3,704 | $316.5K | 0.24% | +25+0.7% | Added |
| KPP Advisory Services LLC | 3,600 | $317.7K | 0.10% | +3,600 | New |
| Beacon Capital Management, LLC | 3,542 | $317.9K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,604 | $318.0K | 0.03% | +3,604 | New |
| Apriem Advisors | 3,612 | $318.8K | 0.05% | −186−4.9% | Reduced |
| IronBridge Private Wealth, LLC | 3,614 | $319.0K | 0.17% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 3,651 | $322.2K | 0.14% | +369+11.2% | Added |
| Darwin Advisors, LLC | 3,653 | $322.4K | 0.09% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,654 | $322.5K | 0.16% | −1,664−31.3% | Reduced |
| Renasant Bank | 3,657 | $322.8K | 0.27% | +17+0.5% | Added |
| Rockland Trust Co | 3,706 | $327.1K | 0.02% | −41−1.1% | Reduced |
| Verum Partners LLC | 3,716 | $328.0K | 0.15% | −294−7.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,726 | $328.9K | 0.06% | 00.0% | Unchanged |
| Ossiam | 3,729 | $329.1K | 0.01% | −10,592−74.0% | Reduced |
| Accel Wealth Management | 3,734 | $329.5K | 0.18% | −289−7.2% | Reduced |
| Horizon Financial Services, LLC | 3,738 | $329.9K | 0.26% | +331+9.7% | Added |
| Asset Advisors Investment Management, LLC | 3,764 | $332.2K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,766 | $332.4K | 0.02% | −295−7.3% | Reduced |
| Verus Financial Partners, Inc. | 3,754 | $332.9K | 0.04% | +1,036+38.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,774 | $333.1K | 0.04% | +8+0.2% | Added |
| King Wealth | 3,783 | $334.0K | 0.07% | +10.0% | Added |