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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 4,594 | $405.4K | 0.03% | +525+12.9% | Added |
| Hudock, Inc. | 4,604 | $406.4K | 0.10% | +10+0.2% | Added |
| Concentric Capital Strategies, LP | 4,607 | $406.6K | 0.05% | +4,607 | New |
| Duncker Streett & Co Inc | 4,624 | $408.1K | 0.09% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,632 | $408.8K | 0.06% | −35−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,633 | $408.9K | 0.05% | −273−5.6% | Reduced |
| Girard Partners Ltd. | 4,653 | $410.7K | 0.05% | −119−2.5% | Reduced |
| Atlantic Trust, LLC | 4,656 | $410.9K | 0.14% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 4,661 | $411.3K | 0.25% | 00.0% | Unchanged |
| Pitcairn Co | 4,661 | $411.4K | 0.03% | +1,141+32.4% | Added |
| McKinley Carter Wealth Services, Inc. | 4,661 | $411.4K | 0.03% | −331−6.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,662 | $411.5K | 0.19% | +50+1.1% | Added |
| CVA Family Office, LLC | 4,665 | $411.7K | 0.09% | +170+3.8% | Added |
| Fox Run Management, L.L.C. | 4,668 | $412.0K | 0.12% | +4,668 | New |
| Traphagen Investment Advisors LLC | 4,672 | $412.4K | 0.05% | −122−2.5% | Reduced |
| SYSTM Wealth Solutions LLC | 4,740 | $418.4K | 0.06% | −2,413−33.7% | Reduced |
| Tiemann Investment Advisors, LLC | 4,759 | $420.0K | 0.22% | −25−0.5% | Reduced |
| Kure Advisory, LLC | 4,769 | $420.9K | 0.24% | +4,769 | New |
| Commonwealth Financial Services, LLC | 4,778 | $421.7K | 0.13% | +4,778 | New |
| Symmetry Partners, LLC | 4,781 | $422.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,785 | $422.3K | 0.27% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,789 | $422.7K | 0.06% | −348−6.8% | Reduced |
| Bedel Financial Consulting, Inc. | 4,801 | $423.7K | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 4,801 | $423.7K | 0.09% | +4,801 | New |
| Wolff Financial Management LLC | 4,810 | $425.0K | 0.15% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,821 | $425.5K | 0.21% | +207+4.5% | Added |
| Birchcreek Wealth Management, LLC | 4,822 | $425.6K | 0.29% | +306+6.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,827 | $426.0K | 0.06% | −33−0.7% | Reduced |
| Family Management Corp | 4,833 | $426.6K | 0.10% | −447−8.5% | Reduced |
| Silverlake Wealth Management LLC | 4,835 | $426.8K | 0.24% | −275−5.4% | Reduced |
| Spinnaker Trust | 4,850 | $428.1K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,861 | $429.0K | 0.04% | +10.0% | Added |
| CWS Financial Advisors, LLC | 4,882 | $430.9K | 0.17% | −116−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 4,911 | $433.0K | 0.04% | +4,911 | New |
| NorthRock Partners, LLC | 4,912 | $433.5K | 0.05% | −293−5.6% | Reduced |
| Conning Inc. | 4,938 | $435.8K | 0.02% | +160+3.3% | Added |
| WealthPLAN Partners, LLC | 4,946 | $436.6K | 0.05% | +386+8.5% | Added |
| Allen Capital Group, LLC | 5,148 | $439.8K | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,020 | $443.1K | 0.36% | −507−9.2% | Reduced |
| Accurate Wealth Management, LLC | 5,006 | $445.3K | 0.14% | +368+7.9% | Added |
| Firethorn Wealth Partners, LLC | 5,045 | $445.3K | 0.34% | −17−0.3% | Reduced |
| Jump Financial, LLC | 5,061 | $446.7K | 0.02% | +1,808+55.6% | Added |
| Hendershot Investments Inc. | 5,073 | $447.7K | 0.08% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 5,080 | $448.4K | 0.08% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,082 | $448.5K | 0.04% | +181+3.7% | Added |
| New Republic Capital, LLC | 5,086 | $448.9K | 0.37% | +5,086 | New |
| Strategic Wealth Designers | 5,093 | $449.5K | 0.08% | +2,613+105.4% | Added |
| C2C Wealth Management, LLC | 5,295 | $450.0K | 0.06% | +85+1.6% | Added |
| Prairie Sky Financial Group LLC | 5,102 | $450.3K | 0.32% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,108 | $450.8K | 0.21% | +42+0.8% | Added |
| Legacy Financial Advisors, Inc. | 5,122 | $452.1K | 0.09% | +757+17.3% | Added |
| Davis R M Inc | 5,132 | $453.0K | 0.01% | −225−4.2% | Reduced |
| Centaurus Financial, Inc. | 5,139 | $454.0K | 0.04% | +458+9.8% | Added |
| Ategra Capital Management, LLC | 5,146 | $454.2K | 0.25% | +603+13.3% | Added |
| Brighton Jones LLC | 5,192 | $458.2K | 0.02% | +903+21.1% | Added |
| Personal Cfo Solutions, LLC | 5,199 | $458.9K | 0.09% | +356+7.4% | Added |
| Hills Bank & Trust Co | 5,239 | $462.4K | 0.05% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 5,250 | $463.3K | 0.21% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 5,269 | $465.0K | 0.28% | −75−1.4% | Reduced |
| Flaharty Asset Management, LLC | 5,271 | $465.2K | 0.08% | +339+6.9% | Added |
| MBA Advisors LLC | 5,276 | $465.7K | 0.29% | 00.0% | Unchanged |
| MEMBERS Trust Co | 5,253 | $465.8K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,282 | $466.2K | 0.04% | −657−11.1% | Reduced |
| Wendell David Associates Inc | 5,314 | $469.0K | 0.06% | +348+7.0% | Added |
| PBMares Wealth Management LLC | 5,323 | $469.8K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,330 | $470.4K | 0.01% | +138+2.7% | Added |
| Graypoint LLC | 5,333 | $470.6K | 0.04% | +560+11.7% | Added |
| Adirondack Trust Co | 5,339 | $471.2K | 0.24% | +5+0.1% | Added |
| Gateway Investment Advisers LLC | 5,369 | $473.9K | 0.01% | −773−12.6% | Reduced |
| Kayne Anderson Capital Advisors LP | 5,375 | $474.4K | 0.01% | −413,140−98.7% | Reduced |
| Fidelity D & D Bancorp Inc | 5,389 | $475.6K | 0.49% | +5,389 | New |
| Invesco, LLC | 5,390 | $475.7K | 0.24% | +106+2.0% | Added |
| Icon Advisers Inc | 5,400 | $476.6K | 0.12% | 00.0% | Unchanged |
| L.M. Kohn & Company | 5,411 | $477.6K | 0.17% | +329+6.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,429 | $479.1K | 0.06% | +4+0.1% | Added |
| Associated Banc-Corp | 5,435 | $479.7K | 0.02% | +561+11.5% | Added |
| Ci Investments Inc. | 5,451 | $481.0K | 0.00% | −126−2.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,463 | $482.1K | 0.31% | +834+18.0% | Added |
| Enterprise Financial Services Corp | 5,470 | $482.8K | 0.33% | −283−4.9% | Reduced |
| Argus Investors' Counsel, Inc. | 5,470 | $482.8K | 0.35% | +900+19.7% | Added |
| Fidelis Capital Partners, LLC | 5,481 | $483.7K | 0.17% | +1,366+33.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,480 | $483.7K | 0.14% | −5,483−50.0% | Reduced |
| Rollins Financial | 5,483 | $483.9K | 0.12% | −852−13.4% | Reduced |
| Day & Ennis, LLC | 5,489 | $484.5K | 0.18% | +34+0.6% | Added |
| Eagle Strategies LLC | 5,498 | $485.3K | 0.12% | +1,281+30.4% | Added |
| UniSuper Management Pty Ltd | 5,500 | $485.4K | 0.01% | 00.0% | Unchanged |
| Alpha Family Trust | 5,500 | $485.4K | 0.37% | +3,050+124.5% | Added |
| Hengehold Capital Management LLC | 5,534 | $488.4K | 0.06% | +30+0.5% | Added |
| Palogic Value Management, L.P. | 5,537 | $488.7K | 0.24% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 5,554 | $490.2K | 0.09% | −20.0% | Reduced |
| World Equity Group, Inc. | 5,573 | $491.9K | 0.10% | +810+17.0% | Added |
| TBH Global Asset Management, LLC | 5,576 | $492.1K | 0.09% | +5,576 | New |
| Chicago Trust Co NA | 5,579 | $492.4K | 0.12% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 5,588 | $493.2K | 0.25% | −39−0.7% | Reduced |
| Bowen Hanes & Co Inc | 5,593 | $493.6K | 0.02% | −15−0.3% | Reduced |
| Financial Security Advisor, Inc. | 5,594 | $493.7K | 0.23% | +5,594 | New |
| Wellington Shields & Co., LLC | 5,605 | $494.7K | 0.12% | +7+0.1% | Added |
| Princeton Capital Management LLC | 5,612 | $495.3K | 0.23% | +201+3.7% | Added |
| NBT Bank N A | 5,642 | $498.0K | 0.05% | −45−0.8% | Reduced |
| Jefferies Financial Group Inc. | 5,645 | $498.2K | 0.01% | −12,955−69.7% | Reduced |