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 |
|---|---|---|---|---|---|
| Wilkinson Global Asset Management LLC | 9,000 | $873.4K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,024 | $875.7K | 0.07% | −1,140−11.2% | Reduced |
| Wetherby Asset Management Inc | 9,025 | $875.8K | 0.05% | −6,508−41.9% | Reduced |
| LVW Advisors, LLC | 9,036 | $876.9K | 0.16% | +4,783+112.5% | Added |
| Wambolt & Associates, LLC | 9,041 | $877.3K | 0.29% | −2,284−20.2% | Reduced |
| Archford Capital Strategies, LLC | 9,056 | $878.8K | 0.16% | −3,953−30.4% | Reduced |
| Summit Financial Group Inc | 9,082 | $881.3K | 0.34% | +2,390+35.7% | Added |
| Great Lakes Retirement, Inc. | 9,108 | $883.8K | 0.15% | +353+4.0% | Added |
| Gratus Wealth Advisors, LLC | 9,114 | $884.4K | 0.17% | +9,114 | New |
| Trust Co of Virginia | 9,132 | $886.2K | 0.09% | +20.0% | Added |
| Arete Wealth Advisors, LLC | 9,149 | $887.8K | 0.07% | +634+7.4% | Added |
| First Hawaiian Bank | 9,155 | $888.4K | 0.03% | +3,158+52.7% | Added |
| Morningstar Investment Management LLC | 9,192 | $892.0K | 0.10% | −43−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 9,198 | $892.6K | 0.29% | −150−1.6% | Reduced |
| Thrive Wealth Management, LLC | 9,213 | $894.0K | 0.20% | −83−0.9% | Reduced |
| Widmann Financial Services, Inc. | 9,262 | $898.8K | 0.81% | +100+1.1% | Added |
| Portside Wealth Group, LLC | 9,438 | $915.8K | 0.17% | −1,179−11.1% | Reduced |
| United Bank | 9,445 | $916.5K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Designers | 9,457 | $917.7K | 0.14% | +4,364+85.7% | Added |
| Burkett Financial Services, LLC | 9,512 | $923.0K | 0.51% | +9,512 | New |
| Belpointe Asset Management LLC | 9,537 | $925.5K | 0.08% | +1,150+13.7% | Added |
| Spire Wealth Management | 9,704 | $927.4K | 0.03% | −292−2.9% | Reduced |
| Novare Capital Management LLC | 9,653 | $936.7K | 0.10% | −2,818−22.6% | Reduced |
| Hayek Kallen Investment Management | 9,696 | $941.0K | 0.39% | −221−2.2% | Reduced |
| Vise Technologies, Inc. | 9,712 | $942.4K | 0.20% | −125−1.3% | Reduced |
| Connectus Wealth, LLC | 9,716 | $943.4K | 0.02% | −739−7.1% | Reduced |
| SYSTM Wealth Solutions LLC | 9,736 | $944.8K | 0.13% | +4,996+105.4% | Added |
| Haverford Trust Co | 9,745 | $945.7K | 0.01% | −383−3.8% | Reduced |
| Delta Financial Advisors LLC | 9,796 | $950.6K | 0.41% | −118−1.2% | Reduced |
| Counterweight Ventures, LLC | 9,816 | $952.5K | 0.87% | +9,816 | New |
| Intrust Bank NA | 9,852 | $956.0K | 0.11% | +1,125+12.9% | Added |
| Ameritas Investment Partners, Inc. | 9,886 | $959.3K | 0.04% | −331−3.2% | Reduced |
| Neville Rodie & Shaw Inc | 9,922 | $963.0K | 0.08% | −40−0.4% | Reduced |
| Allred Capital Management, LLC | 9,944 | $965.0K | 0.42% | +368+3.8% | Added |
| InTrack Investment Management Inc | 9,963 | $966.8K | 0.73% | −320−3.1% | Reduced |
| Mather Group, LLC. | 9,976 | $968.1K | 0.02% | −1,440−12.6% | Reduced |
| Chesley Taft & Associates LLC | 9,990 | $969.4K | 0.05% | −325−3.2% | Reduced |
| Granite Group Advisors, LLC | 10,178 | $975.5K | 0.69% | +10,178 | New |
| Journey Advisory Group, LLC | 10,054 | $975.6K | 0.13% | −156−1.5% | Reduced |
| Point72 Europe (London) LLP | 10,067 | $976.9K | 0.12% | +10,067 | New |
| Whalerock Point Partners, LLC | 10,077 | $977.9K | 0.30% | +105+1.1% | Added |
| Stableford Capital II LLC | 10,079 | $979.2K | 0.42% | −440−4.2% | Reduced |
| International Assets Investment Management, LLC | 10,092 | $979.3K | 0.12% | −479−4.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,102 | $980.8K | 0.25% | +942+10.3% | Added |
| RMR Wealth Builders | 10,118 | $981.8K | 0.14% | +2,507+32.9% | Added |
| Edge Capital Group, LLC | 10,121 | $982.1K | 0.05% | −182−1.8% | Reduced |
| 9258 Wealth Management, LLC | 10,154 | $985.3K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 10,241 | $993.8K | 0.15% | −306−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 10,241 | $994.1K | 0.03% | +1,916+23.0% | Added |
| Mystic Asset Management, Inc. | 10,254 | $995.0K | 0.48% | +495+5.1% | Added |
| Cornerstone Wealth Management, LLC | 10,283 | $997.8K | 0.09% | +231+2.3% | Added |
| BFSG, LLC | 10,300 | $999.5K | 0.15% | −561−5.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 10,318 | $1.00M | 0.75% | −68−0.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,347 | $1.00M | 0.42% | +10,347 | New |
| SeaCrest Wealth Management, LLC | 10,215 | $1.01M | 0.12% | +226+2.3% | Added |
| Continuum Advisory, LLC | 10,453 | $1.01M | 0.14% | +95+0.9% | Added |
| Marcum Wealth, LLC | 10,466 | $1.02M | 0.11% | +1,065+11.3% | Added |
| MSH Capital Advisors LLC | 10,474 | $1.02M | 0.38% | −399−3.7% | Reduced |
| CNB Bank | 10,530 | $1.02M | 0.55% | −438−4.0% | Reduced |
| Private Capital Management, LLC | 10,552 | $1.02M | 0.12% | 00.0% | Unchanged |
| Summit Global Investments | 10,588 | $1.03M | 0.07% | −1,965−15.7% | Reduced |
| Confluence Wealth Services, Inc. | 10,626 | $1.03M | 0.11% | +145+1.4% | Added |
| Fisher Asset Management, LLC | 10,637 | $1.03M | 0.00% | +1,580+17.4% | Added |
| Ronald Blue Trust, Inc. | 11,738 | $1.04M | 0.02% | +1,292+12.4% | Added |
| 1st Source Bank | 10,692 | $1.04M | 0.06% | +173+1.6% | Added |
| Chicago Capital, LLC | 10,705 | $1.04M | 0.04% | −545−4.8% | Reduced |
| Fiduciary Trust Co | 10,706 | $1.04M | 0.02% | −6,874−39.1% | Reduced |
| Corton Capital Inc. | 10,726 | $1.04M | 0.33% | +10,726 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 10,773 | $1.05M | 0.20% | +807+8.1% | Added |
| Mesirow Financial Investment Management, Inc. | 10,778 | $1.05M | 0.04% | +10,778 | New |
| Schmidt P J Investment Management Inc | 10,932 | $1.05M | 0.21% | −847−7.2% | Reduced |
| HBK Sorce Advisory LLC | 10,802 | $1.05M | 0.04% | −316−2.8% | Reduced |
| JBR Co Financial Management Inc | 10,810 | $1.05M | 0.99% | +10,810 | New |
| Arbor Investment Advisors, LLC | 10,815 | $1.05M | 0.16% | −176−1.6% | Reduced |
| Advisory Alpha, LLC | 10,816 | $1.05M | 0.05% | +489+4.7% | Added |
| Sumitomo Life Insurance Co | 10,871 | $1.05M | 0.03% | −537−4.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 10,873 | $1.06M | 0.86% | −438−3.9% | Reduced |
| NEOS Investment Management LLC | 10,938 | $1.06M | 0.10% | +3,472+46.5% | Added |
| First Manhattan Co | 10,925 | $1.06M | 0.00% | +126+1.2% | Added |
| LMG Wealth Partners, LLC | 10,994 | $1.07M | 0.30% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,100 | $1.08M | 0.04% | +860+8.4% | Added |
| Schechter Investment Advisors, LLC | 11,103 | $1.08M | 0.09% | +173+1.6% | Added |
| Evermay Wealth Management LLC | 11,169 | $1.08M | 0.20% | −2,043−15.5% | Reduced |
| Welch Group, LLC | 11,180 | $1.08M | 0.06% | +195+1.8% | Added |
| Peoples Financial Services Corp. | 11,305 | $1.10M | 0.48% | −305−2.6% | Reduced |
| Buckingham Strategic Partners | 11,309 | $1.10M | 0.05% | −5,764−33.8% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 11,378 | $1.10M | 0.60% | +75+0.7% | Added |
| First Dallas Securities Inc. | 11,384 | $1.10M | 0.57% | +11,384 | New |
| Insigneo Advisory Services, LLC | 11,467 | $1.11M | 0.16% | +763+7.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,505 | $1.12M | 0.00% | −1,582−12.1% | Reduced |
| Sutton Place Investors LLC | 11,513 | $1.12M | 0.81% | +11,513 | New |
| Williams Jones Wealth Management, LLC. | 11,537 | $1.12M | 0.02% | −1,159−9.1% | Reduced |
| My Legacy Advisors, LLC | 11,565 | $1.12M | 0.41% | −1,041−8.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,590 | $1.12M | 0.55% | −182−1.5% | Reduced |
| Allen Wealth Management, LLC | 11,621 | $1.13M | 1.10% | +11,621 | New |
| Hamel Associates, Inc. | 11,637 | $1.13M | 0.40% | −3,387−22.5% | Reduced |
| Biltmore Family Office, LLC | 11,657 | $1.13M | 0.23% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 11,727 | $1.14M | 0.51% | −7−0.1% | Reduced |
| Aviva PLC | 11,739 | $1.14M | 0.00% | 00.0% | Unchanged |
| Trust Co of the South | 11,802 | $1.15M | 0.30% | +11,802 | New |