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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 7,236 | $638.6K | 0.05% | −317−4.2% | Reduced |
| Longfellow Investment Management Co LLC | 7,260 | $640.8K | 0.17% | +7,260 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,314 | $645.6K | 0.13% | +133+1.9% | Added |
| Salomon & Ludwin, LLC | 7,316 | $645.7K | 0.07% | +68+0.9% | Added |
| Landscape Capital Management, L.L.C. | 7,377 | $651.1K | 0.09% | +7,377 | New |
| SPC Financial, Inc. | 7,386 | $651.9K | 0.07% | +559+8.2% | Added |
| Busey Wealth Management | 7,445 | $657.1K | 0.03% | −792−9.6% | Reduced |
| PSI Advisors, LLC | 7,465 | $658.8K | 0.29% | +1,053+16.4% | Added |
| NEOS Investment Management LLC | 7,466 | $659.0K | 0.08% | +7,466 | New |
| Capital Square, LLC | 7,475 | $659.2K | 0.89% | −184−2.4% | Reduced |
| Hexagon Capital Partners LLC | 7,507 | $662.5K | 0.17% | +1,187+18.8% | Added |
| Wrapmanager Inc | 7,516 | $663.4K | 0.21% | −902−10.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,636 | $663.7K | 0.08% | +50+0.7% | Added |
| Investors Asset Management of Georgia Inc | 13,010 | $663.8K | 0.37% | +9,715+294.8% | Added |
| Optimum Investment Advisors | 7,537 | $665.2K | 0.34% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 7,540 | $665.5K | 0.03% | +621+9.0% | Added |
| Chapin Davis, Inc. | 7,542 | $665.7K | 0.32% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 7,569 | $668.1K | 0.27% | 00.0% | Unchanged |
| Maven Securities LTD | 7,609 | $671.6K | 0.07% | +7,609 | New |
| RMR Wealth Builders | 7,611 | $671.7K | 0.11% | +4,783+169.1% | Added |
| Bank of New Hampshire | 7,613 | $671.9K | 0.20% | −115−1.5% | Reduced |
| Radnor Capital Management, LLC | 7,614 | $672.0K | 0.13% | −215−2.7% | Reduced |
| Independence Bank of Kentucky | 7,640 | $674.3K | 0.28% | −1,445−15.9% | Reduced |
| Wulff, Hansen & Co. | 7,675 | $677.4K | 0.79% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 7,676 | $677.5K | 0.06% | −245−3.1% | Reduced |
| Independent Financial Group, LLC | 7,676 | $677.5K | 0.04% | +184+2.5% | Added |
| Madison Asset Management, LLC | 7,754 | $684.4K | 0.01% | −38−0.5% | Reduced |
| PFG Investments, LLC | 7,755 | $684.5K | 0.13% | +1,106+16.6% | Added |
| Legacy Wealth Asset Management, LLC | 7,782 | $686.8K | 0.25% | +51+0.7% | Added |
| Centre Asset Management, LLC | 7,833 | $691.0K | 0.17% | −121−1.5% | Reduced |
| Prossimo Advisors, LLC | 7,833 | $691.0K | 1.63% | +60+0.8% | Added |
| Wedmont Private Capital | 7,835 | $691.3K | 0.07% | −441−5.3% | Reduced |
| First Command Advisory Services, Inc. | 7,839 | $691.9K | 0.01% | +7,839 | New |
| Cape Investment Advisory, Inc. | 7,870 | $694.6K | 0.39% | +263+3.5% | Added |
| First Personal Financial Services | 7,880 | $695.5K | 0.18% | −87−1.1% | Reduced |
| Doheny Asset Management | 7,886 | $696.0K | 0.67% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,888 | $696.2K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 7,904 | $700.9K | 0.13% | +17+0.2% | Added |
| Rehmann Capital Advisory Group | 7,942 | $701.0K | 0.07% | −17−0.2% | Reduced |
| Madden Securities Corp | 7,949 | $701.6K | 0.40% | −20−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,987 | $704.9K | 0.35% | −477−5.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,002 | $706.3K | 0.26% | −6,928−46.4% | Reduced |
| Armstrong Advisory Group, Inc | 8,012 | $707.2K | 0.08% | +69+0.9% | Added |
| MidWestOne Financial Group, Inc. | 8,019 | $707.8K | 0.16% | −580−6.7% | Reduced |
| Abacus Planning Group, Inc. | 8,029 | $708.6K | 0.17% | +12+0.1% | Added |
| Change Path, LLC | 8,053 | $710.0K | 0.05% | −7,564−48.4% | Reduced |
| Segment Wealth Management, LLC | 8,049 | $710.4K | 0.07% | +156+2.0% | Added |
| GTS Securities LLC | 8,075 | $712.7K | 0.01% | +8,075 | New |
| Western Wealth Management, LLC | 8,146 | $718.9K | 0.06% | +256+3.2% | Added |
| Keystone Financial Group | 8,154 | $719.6K | 0.12% | +103+1.3% | Added |
| Capital Advisors Inc | 8,184 | $722.3K | 0.02% | +288+3.6% | Added |
| Gradient Investments LLC | 8,207 | $724.4K | 0.02% | −171−2.0% | Reduced |
| Verity Asset Management, Inc. | 8,253 | $728.4K | 0.54% | +1,190+16.8% | Added |
| FDx Advisors, Inc. | 8,269 | $730.0K | 0.06% | −6,632−44.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,277 | $730.6K | 0.03% | +358+4.5% | Added |
| Cigna Investments Inc | 8,282 | $731.0K | 0.17% | −1,063−11.4% | Reduced |
| Great Valley Advisor Group, Inc. | 8,325 | $735.0K | 0.03% | +236+2.9% | Added |
| Cornerstone Advisory, LLC | 8,355 | $737.4K | 0.13% | +252+3.1% | Added |
| Chiron Capital Management, LLC | 8,370 | $738.7K | 0.64% | +3,945+89.2% | Added |
| Belpointe Asset Management LLC | 8,387 | $740.3K | 0.08% | +432+5.4% | Added |
| Adalta Capital Management LLC | 8,406 | $742.0K | 0.51% | +1,201+16.7% | Added |
| Baldwin Investment Management, LLC | 8,432 | $744.2K | 0.12% | −1,325−13.6% | Reduced |
| Stephenson National Bank & Trust | 8,482 | $748.6K | 0.42% | +265+3.2% | Added |
| Ancora Advisors, LLC | 8,483 | $748.7K | 0.02% | −887−9.5% | Reduced |
| Toews Corp | 8,500 | $750.2K | 0.45% | +8,500 | New |
| Consolidated Planning Corp | 8,505 | $750.6K | 0.17% | −635−6.9% | Reduced |
| Arete Wealth Advisors, LLC | 8,515 | $751.6K | 0.13% | −3,622−29.8% | Reduced |
| Resolution Capital Ltd | 8,611 | $760.0K | 0.02% | +8,611 | New |
| First National Bank & Trust Co of Newtown | 8,646 | $763.1K | 0.17% | −120−1.4% | Reduced |
| Grimes & Company, Inc. | 8,659 | $764.3K | 0.03% | −42−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,685 | $766.5K | 0.08% | −130−1.5% | Reduced |
| Evergreen Capital Management LLC | 8,714 | $769.1K | 0.03% | −22−0.3% | Reduced |
| Intrust Bank NA | 8,727 | $770.2K | 0.10% | −90−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 8,755 | $772.7K | 0.14% | +230+2.7% | Added |
| KCM Investment Advisors LLC | 8,776 | $774.5K | 0.03% | −583−6.2% | Reduced |
| Bryn Mawr Trust Co | 8,793 | $776.1K | 0.03% | −292−3.2% | Reduced |
| Ethic Inc. | 8,794 | $776.2K | 0.03% | +86+1.0% | Added |
| Banco Santander, S.A. | 8,822 | $778.6K | 0.01% | +8,822 | New |
| Quadrant Capital Group LLC | 8,847 | $780.8K | 0.08% | +2,746+45.0% | Added |
| Fiduciary Group LLC | 8,893 | $784.9K | 0.10% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 8,949 | $789.8K | 0.28% | +1,545+20.9% | Added |
| HM Payson & Co | 8,950 | $789.9K | 0.02% | +865+10.7% | Added |
| Checchi Capital Advisers, LLC | 8,979 | $792.5K | 0.07% | +133+1.5% | Added |
| Crestwood Advisors Group LLC | 8,988 | $793.3K | 0.02% | +5,480+156.2% | Added |
| Wilkinson Global Asset Management LLC | 9,000 | $794.3K | 0.06% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 9,010 | $795.2K | 0.91% | +9,010 | New |
| Oakworth Capital, Inc. | 9,038 | $797.7K | 0.07% | −35−0.4% | Reduced |
| EPG Wealth Management LLC | 9,052 | $799.0K | 0.24% | +511+6.0% | Added |
| Fisher Asset Management, LLC | 9,057 | $799.4K | 0.00% | −2,288−20.2% | Reduced |
| Trust Co of Virginia | 9,130 | $805.8K | 0.09% | +917+11.2% | Added |
| Widmann Financial Services, Inc. | 9,162 | $808.6K | 0.81% | +480+5.5% | Added |
| Lineweaver Wealth Advisors, LLC | 9,160 | $808.9K | 0.24% | +433+5.0% | Added |
| Nilsine Partners, LLC | 9,172 | $809.5K | 0.12% | +9+0.1% | Added |
| SevenBridge Financial Group, LLC | 9,175 | $809.8K | 0.21% | −1,058−10.3% | Reduced |
| Parallel Advisors, LLC | 9,213 | $813.2K | 0.03% | +716+8.4% | Added |
| MBL Wealth, LLC | 9,225 | $814.2K | 0.11% | −509−5.2% | Reduced |
| Coastal Investment Advisors, Inc. | 9,079 | $814.7K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 9,235 | $815.0K | 0.11% | 00.0% | Unchanged |
| MWA Asset Management | 9,255 | $816.9K | 0.79% | +9,255 | New |
| Maltin Wealth Management, Inc. | 9,290 | $820.0K | 0.57% | +90+1.0% | Added |