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 |
|---|---|---|---|---|---|
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,806 | $335.9K | 0.01% | +3,806 | New |
| First Citizens Financial Corp | 3,808 | $336.1K | 0.24% | +300+8.6% | Added |
| Greenline Partners, LLC | 3,822 | $337.3K | 0.06% | 00.0% | Unchanged |
| Slagle Financial, LLC | 3,837 | $338.7K | 0.21% | −934−19.6% | Reduced |
| ASB Consultores, LLC | 3,847 | $339.5K | 0.13% | −968−20.1% | Reduced |
| Westmount Partners, LLC | 3,852 | $340.0K | 0.15% | −70−1.8% | Reduced |
| Horan Securities, Inc. | 3,854 | $340.2K | 0.18% | −808−17.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,866 | $341.2K | 0.03% | +71+1.9% | Added |
| Washington Trust Advisors, Inc. | 3,871 | $341.7K | 0.04% | 00.0% | Unchanged |
| Destination Wealth Management | 3,876 | $342.1K | 0.01% | −119−3.0% | Reduced |
| NCM Capital Management, LLC | 3,893 | $343.6K | 0.24% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,907 | $344.8K | 0.21% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,878 | $344.9K | 0.33% | 00.0% | Unchanged |
| DMG Group, LLC | 3,908 | $344.9K | 0.35% | −25−0.6% | Reduced |
| Diligent Investors, LLC | 3,916 | $345.6K | 0.11% | +100+2.6% | Added |
| MJP Associates Inc | 3,922 | $346.2K | 0.10% | −2,414−38.1% | Reduced |
| Prio Wealth Limited Partnership | 3,941 | $347.8K | 0.01% | −4−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 3,948 | $348.4K | 0.01% | +11+0.3% | Added |
| CFO4Life Group, LLC | 3,955 | $349.1K | 0.08% | −74−1.8% | Reduced |
| Adell Harriman & Carpenter Inc | 3,956 | $349.2K | 0.04% | −400−9.2% | Reduced |
| Advisor OS, LLC | 3,960 | $349.5K | 0.05% | −4,871−55.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,963 | $349.8K | 0.24% | −83−2.1% | Reduced |
| Bill Few Associates, Inc. | 3,966 | $350.0K | 0.18% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,975 | $350.8K | 0.29% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,993 | $350.9K | 0.11% | +3,993 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,988 | $352.0K | 0.01% | +1,145+40.3% | Added |
| Walter Public Investments Inc. | 4,000 | $353.0K | 0.08% | −1,500−27.3% | Reduced |
| DFPG Investments, LLC | 4,026 | $354.1K | 0.03% | −3,468−46.3% | Reduced |
| Probity Advisors, Inc. | 4,020 | $354.8K | 0.08% | +63+1.6% | Added |
| Catalyst Financial Partners LLC | 4,023 | $355.1K | 0.11% | +894+28.6% | Added |
| Colonial River Wealth Management, LLC | 4,041 | $356.7K | 0.23% | −1,846−31.4% | Reduced |
| Harbor Investment Advisory, LLC | 4,054 | $357.8K | 0.05% | −33−0.8% | Reduced |
| Abn Amro Investment Solutions | 4,054 | $357.8K | 0.01% | +522+14.8% | Added |
| LVM Capital Management Ltd | 4,068 | $359.0K | 0.05% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,083 | $360.4K | 0.59% | −300−6.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,088 | $360.8K | 0.08% | +4,088 | New |
| Everhart Financial Group, Inc. | 4,088 | $360.8K | 0.15% | +1,219+42.5% | Added |
| Man Group plc | – | $362.0K | 0.00% | – | – |
| Tilt Investment Management Holdings, PBC | 4,109 | $362.7K | 0.26% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 4,121 | $364.0K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,129 | $364.4K | 0.04% | +539+15.0% | Added |
| Karpas Strategies, LLC | 4,132 | $364.6K | 0.13% | +10+0.2% | Added |
| Cypress Wealth Services, LLC | 4,139 | $365.3K | 0.10% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,150 | $366.0K | 0.36% | +125+3.1% | Added |
| CMG Global Holdings, LLC | 4,148 | $366.1K | 0.31% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,150 | $366.3K | 0.02% | +294+7.6% | Added |
| White Lighthouse Investment Management Inc. | 4,160 | $367.2K | 0.09% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,165 | $367.6K | 0.02% | −2,007−32.5% | Reduced |
| Latitude Advisors, LLC | 4,198 | $370.5K | 0.27% | +36+0.9% | Added |
| Bray Capital Advisors | 4,205 | $371.2K | 0.11% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 4,208 | $371.4K | 0.69% | −374−8.2% | Reduced |
| CX Institutional | 4,239 | $374.1K | 0.02% | +274+6.9% | Added |
| Paloma Partners Management Co | 4,252 | $375.3K | 0.08% | +4,252 | New |
| LVW Advisors, LLC | 4,253 | $375.4K | 0.08% | +4,253 | New |
| Alliance Wealth Advisors, LLC | 4,260 | $376.0K | 0.27% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,282 | $377.0K | 0.08% | +59+1.4% | Added |
| Boston Financial Mangement LLC | 4,281 | $377.8K | 0.01% | +510+13.5% | Added |
| Sage Mountain Advisors LLC | 4,291 | $378.7K | 0.05% | +145+3.5% | Added |
| Acorn Financial Advisory Services Inc | 4,320 | $379.4K | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,301 | $379.6K | 0.11% | 00.0% | Unchanged |
| Norris Perne & French LLP | 4,317 | $381.0K | 0.03% | −177−3.9% | Reduced |
| Parkside Financial Bank & Trust | 4,327 | $381.9K | 0.09% | +159+3.8% | Added |
| Quad-Cities Investment Group, LLC | 4,337 | $382.8K | 0.26% | +20.0% | Added |
| McDonough Capital Management, Inc | 4,338 | $382.9K | 0.36% | +1,418+48.6% | Added |
| Ritholtz Wealth Management | 4,343 | $383.3K | 0.02% | +325+8.1% | Added |
| AlphaCore Capital LLC | 4,345 | $383.5K | 0.06% | +639+17.2% | Added |
| Roble, Belko & Company, Inc | 4,364 | $385.0K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,360 | $385.0K | 0.28% | +474+12.2% | Added |
| Ballentine Partners, LLC | 4,377 | $386.3K | 0.01% | +413+10.4% | Added |
| Patriot Investment Management Inc. | 4,397 | $388.1K | 0.04% | −2,583−37.0% | Reduced |
| Centennial Bank | 4,407 | $389.0K | 0.27% | +6+0.1% | Added |
| Greatmark Investment Partners, Inc. | 4,417 | $389.8K | 0.07% | +357+8.8% | Added |
| Aveo Capital Partners, LLC | 4,428 | $390.8K | 0.05% | +59+1.4% | Added |
| Costello Asset Management, INC | 4,436 | $391.5K | 0.36% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,443 | $392.1K | 0.13% | +10.0% | Added |
| Transform Wealth, LLC | 4,452 | $392.9K | 0.04% | −2,543−36.4% | Reduced |
| Garner Asset Management Corp | 4,448 | $393.0K | 0.24% | +119+2.7% | Added |
| Flputnam Investment Management Co | 4,460 | $393.6K | 0.01% | +1,165+35.4% | Added |
| Cordatus Wealth Management LLC | 4,471 | $394.0K | 0.36% | −90−2.0% | Reduced |
| Heritage Wealth Advisors | 4,469 | $394.4K | 0.02% | −384−7.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $394.9K | 0.40% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,474 | $395.0K | 0.19% | −859−16.1% | Reduced |
| Register Financial Advisors LLC | 4,479 | $395.4K | 0.29% | +402+9.9% | Added |
| Quent Capital, LLC | 4,480 | $395.4K | 0.06% | −4,641−50.9% | Reduced |
| KC Investment Advisors, LLC | 4,482 | $395.6K | 0.26% | +660+17.3% | Added |
| Laidlaw Wealth Management LLC | 4,492 | $396.5K | 0.13% | −4,918−52.3% | Reduced |
| Aspiriant, LLC | 4,494 | $396.7K | 0.02% | +1,129+33.6% | Added |
| Bessemer Securities LLC | 4,500 | $397.0K | 0.55% | −1,750−28.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,500 | $397.2K | 0.14% | +2,770+160.1% | Added |
| Capital Asset Advisory Services LLC | 4,419 | $397.2K | 0.03% | −2,697−37.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,522 | $399.1K | 0.03% | −753−14.3% | Reduced |
| ERTS Wealth Advisors, LLC | 4,532 | $400.0K | 0.10% | −128−2.7% | Reduced |
| Phillips Wealth Planners LLC | 4,562 | $400.5K | 0.54% | +67+1.5% | Added |
| Campion Asset Management LLC | 4,540 | $400.7K | 0.37% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,566 | $402.0K | 0.00% | −2,559−35.9% | Reduced |
| Field & Main Bank | 4,555 | $402.0K | 0.19% | −175−3.7% | Reduced |
| ICA Group Wealth Management, LLC | 4,576 | $402.4K | 0.11% | −1,019−18.2% | Reduced |
| Means Investment Co., Inc. | 4,564 | $402.8K | 0.07% | −285−5.9% | Reduced |
| Burney Co | 4,569 | $403.3K | 0.02% | −1,255−21.5% | Reduced |
| MONECO Advisors, LLC | 4,586 | $404.8K | 0.11% | +276+6.4% | Added |