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 |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 5,681 | $501.7K | 0.00% | −442−7.2% | Reduced |
| Guardian Investment Management | 5,699 | $503.0K | 0.46% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,699 | $503.0K | 0.51% | +152+2.7% | Added |
| E&G Advisors, LP | 5,700 | $503.1K | 0.18% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,710 | $504.0K | 0.09% | −95−1.6% | Reduced |
| Clarius Group, LLC | 5,776 | $509.8K | 0.05% | −1,679−22.5% | Reduced |
| LBMC Investment Advisors, LLC | 5,948 | $510.1K | 0.05% | −46−0.8% | Reduced |
| Petra Financial Advisors Inc | 5,785 | $510.6K | 0.43% | +150+2.7% | Added |
| Caldwell Sutter Capital, Inc. | 5,812 | $513.0K | 0.28% | +397+7.3% | Added |
| Golden State Equity Partners | 5,871 | $518.2K | 0.14% | +160+2.8% | Added |
| RB Capital Management, LLC | 5,875 | $518.5K | 0.17% | −176−2.9% | Reduced |
| Valmark Advisers, Inc. | 5,889 | $519.8K | 0.01% | −245−4.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,899 | $520.6K | 0.04% | +21+0.4% | Added |
| Monetary Management Group Inc | 5,933 | $523.6K | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,937 | $524.0K | 0.04% | −9−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,949 | $525.1K | 0.02% | +9+0.2% | Added |
| Summit Trail Advisors, LLC | 5,949 | $525.1K | 0.02% | +1,671+39.1% | Added |
| Intech Investment Management LLC | 5,953 | $525.4K | 0.01% | −17,227−74.3% | Reduced |
| GSB Wealth Management, LLC | 5,969 | $526.8K | 0.18% | +21+0.4% | Added |
| Gyroscope Capital Management Group, LLC | 5,976 | $527.4K | 0.12% | +90+1.5% | Added |
| First Hawaiian Bank | 5,997 | $529.3K | 0.02% | −164−2.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $529.6K | 0.20% | 00.0% | Unchanged |
| Cedrus LLC | 6,007 | $530.2K | 0.38% | +764+14.6% | Added |
| Lantz Financial LLC | 6,024 | $531.7K | 0.21% | +31+0.5% | Added |
| Bard Financial Services, Inc. | 6,025 | $531.8K | 0.07% | +85+1.4% | Added |
| Visionary Wealth Advisors | 6,035 | $532.6K | 0.04% | −41−0.7% | Reduced |
| Stockman Wealth Management, Inc. | 6,043 | $533.4K | 0.12% | −524−8.0% | Reduced |
| Sandy Spring Bank | 6,047 | $533.7K | 0.03% | +651+12.1% | Added |
| Eudaimonia Advisors LLC | 6,115 | $539.7K | 0.38% | +20.0% | Added |
| Glen Eagle Advisors, LLC | 6,170 | $544.6K | 0.13% | −522−7.8% | Reduced |
| Headinvest, LLC | 6,388 | $545.8K | 0.12% | −100−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,214 | $548.5K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,243 | $551.0K | 0.08% | +10.0% | Added |
| Guyasuta Investment Advisors Inc | 6,246 | $551.3K | 0.04% | −225−3.5% | Reduced |
| Thrive Capital Management, LLC | 6,251 | $551.7K | 0.31% | −126−2.0% | Reduced |
| OmniStar Financial Group, Inc. | 6,255 | $552.4K | 0.66% | −23−0.4% | Reduced |
| Washington Capital Management Inc | 6,275 | $553.8K | 0.51% | 00.0% | Unchanged |
| WBH Advisory Inc | 6,281 | $554.4K | 0.07% | −246−3.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,284 | $554.7K | 0.31% | −974−13.4% | Reduced |
| Venture Visionary Partners LLC | 6,308 | $556.8K | 0.03% | +362+6.1% | Added |
| XML Financial, LLC | 6,336 | $559.2K | 0.07% | +17+0.3% | Added |
| Marshall Wace, LLP | 6,355 | $560.9K | 0.00% | −252,504−97.5% | Reduced |
| RIA Advisory Group LLC | 6,391 | $564.0K | 0.25% | +10.0% | Added |
| Agate Pass Investment Management, LLC | 6,398 | $564.7K | 0.38% | −275−4.1% | Reduced |
| Ausdal Financial Partners, Inc. | 6,404 | $565.2K | 0.08% | +351+5.8% | Added |
| Kanawha Capital Management LLC | 6,407 | $565.5K | 0.05% | −117−1.8% | Reduced |
| Kapstone Financial Advisors LLC | 6,409 | $565.7K | 0.51% | +13+0.2% | Added |
| Wealthquest Corp | 6,435 | $568.0K | 0.07% | +2,315+56.2% | Added |
| Kingfisher Capital LLC | 6,439 | $568.0K | 0.15% | −179−2.7% | Reduced |
| Bigelow Investment Advisors, LLC | 6,436 | $568.0K | 0.33% | 00.0% | Unchanged |
| Doliver Advisors, LP | 6,440 | $568.4K | 0.17% | +205+3.3% | Added |
| Manchester Capital Management LLC | 6,442 | $568.6K | 0.08% | +249+4.0% | Added |
| Wealth Management Associates, Inc. | 6,447 | $569.0K | 0.33% | +25+0.4% | Added |
| Cross Staff Investments Inc | 6,449 | $569.2K | 0.56% | −398−5.8% | Reduced |
| Benedetti & Gucer, Inc. | 6,462 | $570.3K | 0.31% | +772+13.6% | Added |
| Ropes Wealth Advisors LLC | 6,486 | $572.4K | 0.11% | −1,241−16.1% | Reduced |
| Archer Investment Corp | 6,511 | $574.6K | 0.20% | +68+1.1% | Added |
| Formidable Asset Management, LLC | 6,516 | $575.1K | 0.13% | +8+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 6,544 | $577.6K | 0.02% | −102−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,551 | $578.2K | 0.01% | −1,984−23.2% | Reduced |
| United Bank | 6,559 | $578.9K | 0.35% | −3,933−37.5% | Reduced |
| Powers Advisory Group, LLC | 6,581 | $580.8K | 0.39% | +48+0.7% | Added |
| Marietta Investment Partners LLC | 6,581 | $580.8K | 0.16% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 6,589 | $581.5K | 0.12% | +1,130+20.7% | Added |
| Future Financial Wealth Managment LLC | 6,594 | $582.0K | 0.65% | +419+6.8% | Added |
| First Financial Corp | 6,610 | $583.4K | 0.34% | +514+8.4% | Added |
| Investment Advisory Services Inc | 6,640 | $586.0K | 0.25% | −438−6.2% | Reduced |
| Kavar Capital Partners Group, LLC | 6,662 | $588.0K | 0.13% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 6,668 | $588.0K | 0.04% | +73+1.1% | Added |
| Cooper Financial Group | 6,674 | $589.1K | 0.14% | +106+1.6% | Added |
| Summit Financial Group Inc | 6,692 | $590.6K | 0.25% | −100−1.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,705 | $591.8K | 0.31% | −35−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 6,706 | $592.0K | 0.04% | +66+1.0% | Added |
| First Financial Bank - Trust Division | 6,731 | $594.1K | 0.07% | −163−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 6,750 | $595.8K | 0.07% | −3,538−34.4% | Reduced |
| Cannon Financial Strategists, Inc. | 6,755 | $596.2K | 0.15% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 6,756 | $596.3K | 0.32% | −796−10.5% | Reduced |
| Patton Albertson Miller Group, LLC | 6,759 | $596.6K | 0.12% | −828−10.9% | Reduced |
| Exchange Traded Concepts, LLC | 6,761 | $596.7K | 0.02% | +497+7.9% | Added |
| Edgewood Management LLC | 6,802 | $600.3K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,805 | $600.6K | 0.06% | +483+7.6% | Added |
| Concord Wealth Partners | 6,860 | $605.5K | 0.13% | −452−6.2% | Reduced |
| CoreCap Advisors, LLC | 6,868 | $606.1K | 0.04% | −129−1.8% | Reduced |
| Citizens Financial Group Inc | 6,873 | $606.6K | 0.02% | −16,975−71.2% | Reduced |
| Parsons Capital Management Inc | 6,890 | $608.1K | 0.05% | −75−1.1% | Reduced |
| Tucker Asset Management LLC | 6,921 | $610.8K | 0.16% | +2,608+60.5% | Added |
| Hodges Capital Management Inc. | 6,947 | $613.0K | 0.07% | +6,947 | Added |
| John G Ullman & Associates Inc | 6,953 | $613.7K | 0.10% | −66−0.9% | Reduced |
| Optas, LLC | 6,979 | $616.0K | 0.21% | +702+11.2% | Added |
| Delta Financial Group, Inc. | 6,991 | $617.0K | 0.21% | +153+2.2% | Added |
| Washington Trust Co | 7,028 | $620.3K | 0.03% | −66−0.9% | Reduced |
| Albion Financial Group | 7,046 | $621.9K | 0.06% | 00.0% | Unchanged |
| Essex Savings Bank | 7,062 | $623.3K | 0.21% | +507+7.7% | Added |
| Northwest Bancshares, Inc. | 7,065 | $623.6K | 0.12% | +1,285+22.2% | Added |
| First Heartland Consultants, Inc. | 7,084 | $625.0K | 0.08% | +347+5.2% | Added |
| Cassia Capital Partners, LLC | 7,166 | $632.5K | 0.52% | +138+2.0% | Added |
| Crescent Sterling, Ltd. | 7,181 | $633.8K | 0.67% | +553+8.3% | Added |
| Financial Partners Group, LLC | 7,199 | $635.4K | 0.30% | +3,006+71.7% | Added |
| Kovack Advisors, Inc. | 7,209 | $636.2K | 0.09% | −333−4.4% | Reduced |
| Resurgent Financial Advisors LLC | 7,229 | $638.0K | 0.44% | +570+8.6% | Added |