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, Q4 2023
Institutional positions in Duke Energy CORP as of Dec 31, 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
- 1,898
- +152 vs. Q3 2023
- Shares held
- 502.4M
- +5.53M (+1.1%) vs. Q3 2023
- Total value
- $48.7B
- +$4.87B (+11.1%) vs. Q3 2023
- New holders
- 250
- 640 more added
- Sold out
- 98
- 788 more reduced
33 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 7,150 | $694.0K | 0.09% | +7,150 | New |
| First Heartland Consultants, Inc. | 7,172 | $696.0K | 0.08% | +88+1.2% | Added |
| Catalytic Wealth RIA, LLC | 7,184 | $697.1K | 0.31% | +7,184 | New |
| Crescent Sterling, Ltd. | 7,216 | $700.2K | 0.70% | +35+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 7,217 | $700.3K | 0.34% | −770−9.6% | Reduced |
| Westpac Banking Corp | 7,222 | $700.8K | 0.06% | +7,222 | New |
| Lantz Financial LLC | 7,225 | $701.1K | 0.25% | +1,201+19.9% | Added |
| Financial Partners Group, LLC | 7,227 | $701.3K | 0.32% | +28+0.4% | Added |
| Armstrong Advisory Group, Inc | 7,248 | $703.3K | 0.07% | −764−9.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,392 | $704.3K | 0.17% | +2,284+44.7% | Added |
| Change Path, LLC | 7,272 | $705.0K | 0.05% | −781−9.7% | Reduced |
| NorthRock Partners, LLC | 7,320 | $710.3K | 0.03% | +2,408+49.0% | Added |
| Skopos Labs, Inc. | 7,323 | $710.6K | 0.34% | +7,323 | New |
| Weaver Capital Management LLC | 7,329 | $711.2K | 0.29% | +7,329 | New |
| Delta Financial Group, Inc. | 7,378 | $716.0K | 0.23% | +387+5.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,437 | $721.7K | 0.55% | +7,437 | New |
| Quadrant Capital Group LLC | 7,456 | $723.5K | 0.06% | −1,391−15.7% | Reduced |
| Optimum Investment Advisors | 7,493 | $727.1K | 0.37% | −44−0.6% | Reduced |
| PFG Investments, LLC | 7,497 | $727.6K | 0.14% | −258−3.3% | Reduced |
| Arkadios Wealth Advisors | 7,502 | $727.9K | 0.06% | +697+10.2% | Added |
| Independent Financial Group, LLC | 7,528 | $730.5K | 0.04% | −148−1.9% | Reduced |
| Washington Trust Co | 7,531 | $730.8K | 0.03% | +503+7.2% | Added |
| Chapin Davis, Inc. | 7,542 | $731.9K | 0.31% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 7,548 | $732.5K | 0.11% | −807−9.7% | Reduced |
| High Net Worth Advisory Group LLC | 7,569 | $734.6K | 0.27% | 00.0% | Unchanged |
| Resolution Capital Ltd | 7,614 | $738.9K | 0.01% | −997−11.6% | Reduced |
| Rehmann Capital Advisory Group | 7,615 | $739.0K | 0.06% | −327−4.1% | Reduced |
| Radnor Capital Management, LLC | 7,614 | $739.0K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,618 | $739.2K | 0.01% | +4,179+121.5% | Added |
| Perigon Wealth Management, LLC | 7,645 | $741.9K | 0.02% | −1,744−18.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 7,473 | $742.7K | 0.25% | −529−6.6% | Reduced |
| United Community Bank | 7,664 | $743.7K | 0.31% | +7,664 | New |
| Wulff, Hansen & Co. | 7,675 | $744.8K | 0.83% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,694 | $746.7K | 0.14% | +380+5.2% | Added |
| Bank of New Hampshire | 7,713 | $748.5K | 0.21% | +100+1.3% | Added |
| Centre Asset Management, LLC | 7,718 | $749.0K | 0.18% | −115−1.5% | Reduced |
| KCM Investment Advisors LLC | 7,736 | $750.7K | 0.03% | −1,040−11.9% | Reduced |
| Man Group plc | 7,777 | $754.7K | 0.00% | – | – |
| Prossimo Advisors, LLC | 7,803 | $757.0K | 1.60% | −30−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,802 | $757.1K | 0.25% | +20+0.3% | Added |
| Harbour Trust & Investment Management Co | 7,826 | $759.4K | 0.11% | +7,826 | New |
| Abacus Planning Group, Inc. | 7,839 | $760.7K | 0.16% | −190−2.4% | Reduced |
| Financial Advocates Investment Management | 7,852 | $762.0K | 0.05% | +616+8.5% | Added |
| Capital Square, LLC | 7,852 | $762.0K | 0.86% | +377+5.0% | Added |
| FDx Advisors, Inc. | 7,848 | $762.0K | 0.06% | −421−5.1% | Reduced |
| First Personal Financial Services | 7,880 | $764.7K | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co | 7,884 | $765.1K | 0.01% | −1,456−15.6% | Reduced |
| Valmark Advisers, Inc. | 7,885 | $765.2K | 0.01% | +1,996+33.9% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $765.5K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 7,891 | $765.8K | 0.13% | −263−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 7,898 | $766.4K | 0.02% | +1,347+20.6% | Added |
| First Command Advisory Services, Inc. | 7,949 | $770.6K | 0.01% | +110+1.4% | Added |
| Meeder Advisory Services, Inc. | 7,944 | $770.9K | 0.09% | +1,194+17.7% | Added |
| Madden Securities Corp | 7,949 | $771.4K | 0.41% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,949 | $771.4K | 0.17% | −1,130−12.4% | Reduced |
| Western Wealth Management, LLC | 7,972 | $773.6K | 0.06% | −174−2.1% | Reduced |
| PSI Advisors, LLC | 7,981 | $774.4K | 0.29% | +516+6.9% | Added |
| MidWestOne Financial Group, Inc. | 8,001 | $776.4K | 0.15% | −18−0.2% | Reduced |
| Capital Advisors Inc | 8,045 | $780.7K | 0.02% | −139−1.7% | Reduced |
| HM Payson & Co | 8,063 | $782.4K | 0.02% | −887−9.9% | Reduced |
| Ballentine Partners, LLC | 8,071 | $783.2K | 0.02% | +3,694+84.4% | Added |
| Gradient Investments LLC | 8,085 | $784.6K | 0.02% | −122−1.5% | Reduced |
| Cape Investment Advisory, Inc. | 8,112 | $787.2K | 0.38% | +242+3.1% | Added |
| Fiduciary Group LLC | 8,129 | $788.8K | 0.09% | −764−8.6% | Reduced |
| Cigna Investments Inc | 8,139 | $790.0K | 0.16% | −143−1.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,155 | $791.4K | 0.37% | +1,450+21.6% | Added |
| Verity Asset Management, Inc. | 8,174 | $793.2K | 0.51% | −79−1.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,041 | $799.2K | 0.08% | +405+5.3% | Added |
| Chiron Capital Management, LLC | 8,267 | $802.3K | 0.70% | −103−1.2% | Reduced |
| Baldwin Investment Management, LLC | 8,282 | $803.7K | 0.13% | −150−1.8% | Reduced |
| Oakworth Capital, Inc. | 8,314 | $806.8K | 0.06% | −724−8.0% | Reduced |
| SPC Financial, Inc. | 8,324 | $807.7K | 0.08% | +938+12.7% | Added |
| Segment Wealth Management, LLC | 8,331 | $808.4K | 0.07% | +282+3.5% | Added |
| GeoWealth Management, LLC | 8,391 | $814.0K | 0.07% | +7,788+1,291.5% | Added |
| GTS Securities LLC | 8,395 | $814.7K | 0.02% | +320+4.0% | Added |
| Carnegie Capital Asset Management, LLC | 8,438 | $818.8K | 0.03% | +161+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 8,465 | $822.0K | 0.11% | −2,545−23.1% | Reduced |
| Wolverine Asset Management LLC | 8,506 | $825.4K | 0.01% | +8,506 | New |
| MBL Wealth, LLC | 8,513 | $826.1K | 0.10% | −712−7.7% | Reduced |
| CFS Investment Advisory Services, LLC | 8,544 | $829.0K | 0.15% | −3,625−29.8% | Reduced |
| Winthrop Capital Management, LLC | 8,551 | $829.8K | 0.27% | +8,551 | New |
| Hexagon Capital Partners LLC | 8,560 | $830.6K | 0.20% | +1,053+14.0% | Added |
| First National Bank & Trust Co of Newtown | 8,571 | $831.7K | 0.18% | −75−0.9% | Reduced |
| Visionary Horizons, LLC | 8,591 | $833.7K | 0.68% | +8,591 | New |
| SevenBridge Financial Group, LLC | 8,640 | $838.5K | 0.20% | −535−5.8% | Reduced |
| Stephenson National Bank & Trust | 8,665 | $840.9K | 0.41% | +183+2.2% | Added |
| Crestwood Advisors Group LLC | 8,677 | $842.0K | 0.02% | −311−3.5% | Reduced |
| NovaPoint Capital, LLC | 8,684 | $842.7K | 0.31% | −2,453−22.0% | Reduced |
| Adalta Capital Management LLC | 8,690 | $843.3K | 0.51% | +284+3.4% | Added |
| EPG Wealth Management LLC | 9,239 | $846.4K | 0.22% | +187+2.1% | Added |
| Checchi Capital Advisers, LLC | 8,743 | $848.5K | 0.07% | −236−2.6% | Reduced |
| LongView Wealth Management | 8,619 | $854.1K | 0.38% | +8,619 | New |
| Infrastructure Capital Advisors, LLC | 8,804 | $854.3K | 0.13% | +8,804 | New |
| Banco Santander, S.A. | 8,822 | $856.1K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,823 | $856.2K | 0.03% | +164+1.9% | Added |
| Vinva Investment Management Ltd | 8,900 | $862.6K | 0.06% | +6,321+245.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,893 | $863.0K | 0.08% | +208+2.4% | Added |
| Readystate Asset Management LP | 8,967 | $870.2K | 0.05% | +8,967 | New |
| Wedmont Private Capital | 8,772 | $871.8K | 0.07% | +937+12.0% | Added |
| Dearborn Partners LLC | 8,989 | $872.3K | 0.03% | −347−3.7% | Reduced |