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; 2,492 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 1,233 | $119.7K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,236 | $119.9K | 0.02% | +48+4.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,237 | $120.0K | 0.04% | +1,237 | New |
| Hollencrest Capital Management | 1,250 | $121.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,266 | $122.8K | 0.01% | +116+10.1% | Added |
| ORG Partners LLC | 1,300 | $126.4K | 0.02% | +324+33.2% | Added |
| Castleview Partners, LLC | 1,304 | $126.5K | 0.09% | +80+6.5% | Added |
| New England Capital Financial Advisors LLC | 1,309 | $127.0K | 0.08% | +1+0.1% | Added |
| Investors Research Corp | 1,310 | $127.1K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,313 | $127.4K | 0.16% | +14+1.1% | Added |
| Old Point Trust & Financial Services N A | 1,313 | $127.4K | 0.05% | +1,313 | New |
| Planned Solutions, Inc. | 1,340 | $130.0K | 0.06% | +1,340 | New |
| Vestor Capital, LLC | 1,353 | $131.0K | 0.01% | −55−3.9% | Reduced |
| TCTC Holdings, LLC | 1,373 | $133.2K | 0.00% | −100−6.8% | Reduced |
| Atwood & Palmer Inc | 1,380 | $133.9K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,393 | $135.2K | 0.00% | −22,393−94.1% | Reduced |
| Center for Financial Planning, Inc. | 1,413 | $137.1K | 0.03% | +38+2.8% | Added |
| Deseret Mutual Benefit Administrators | 1,415 | $137.3K | 0.08% | −401−22.1% | Reduced |
| Bangor Savings Bank | 1,417 | $137.5K | 0.01% | −717−33.6% | Reduced |
| Rockbridge Investment Management, LCC | 1,420 | $137.8K | 0.02% | +1,420 | New |
| Johnson Financial Group, Inc. | 1,456 | $141.3K | 0.01% | −204−12.3% | Reduced |
| Country Trust Bank | 1,480 | $143.6K | 0.00% | −169−10.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,512 | $146.7K | 0.00% | −120,650−98.8% | Reduced |
| Dakota Community Bank & Trust NA | 1,518 | $147.3K | 0.83% | +115+8.2% | Added |
| Community Bank, N.A. | 1,525 | $148.0K | 0.02% | −195−11.3% | Reduced |
| Glassman Wealth Services | 1,537 | $149.2K | 0.02% | −74−4.6% | Reduced |
| Arrow Financial Corp | 1,552 | $150.6K | 0.02% | −31−2.0% | Reduced |
| Knuff & Co LLC | 1,567 | $152.1K | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,589 | $154.0K | 0.09% | +1,589 | New |
| Sound Income Strategies, LLC | 1,600 | $155.3K | 0.01% | +349+27.9% | Added |
| Leonteq Securities AG | 1,623 | $157.5K | 0.02% | −451−21.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,638 | $158.0K | 0.11% | +2+0.1% | Added |
| Shell Asset Management Co | 1,632 | $158.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,634 | $158.6K | 0.07% | +1,634 | New |
| Beaird Harris Wealth Management, LLC | 1,634 | $158.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,703 | $165.3K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,706 | $165.5K | 0.02% | −39−2.2% | Reduced |
| ZRC Wealth Management, LLC | 1,882 | $166.1K | 0.10% | +1,882 | New |
| Barrett & Company, Inc. | 1,712 | $166.2K | 0.09% | −188−9.9% | Reduced |
| First United Bank Trust | 1,718 | $166.7K | 0.07% | +1,718 | New |
| Old Second National Bank of Aurora | 1,738 | $168.7K | 0.05% | −179−9.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,778 | $172.5K | 0.02% | +1,778 | New |
| First Foundation Advisors | 1,787 | $173.4K | 0.01% | −1,613−47.4% | Reduced |
| Stephens Consulting, LLC | 1,787 | $173.4K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,792 | $173.9K | 0.12% | −375−17.3% | Reduced |
| Tradewinds Capital Management, LLC | 1,809 | $175.5K | 0.07% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,823 | $176.9K | 0.12% | +999+121.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,831 | $177.7K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,856 | $180.1K | 0.01% | −77−4.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,871 | $181.6K | 0.08% | +760+68.4% | Added |
| Baystate Wealth Management LLC | 1,874 | $181.9K | 0.01% | +67+3.7% | Added |
| Kayne Anderson Capital Advisors LP | 1,882 | $182.6K | 0.01% | −3,493−65.0% | Reduced |
| Valley National Advisers Inc | 1,891 | $183.0K | 0.03% | +210+12.5% | Added |
| Silvant Capital Management LLC | 1,886 | $183.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,888 | $183.2K | 0.02% | −190−9.1% | Reduced |
| Alta Advisers Ltd | 1,900 | $184.4K | 0.10% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,906 | $184.7K | 0.00% | +1,906 | New |
| Cercano Management LLC | 1,919 | $186.2K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,936 | $188.0K | 0.07% | −41−2.1% | Reduced |
| City State Bank | 1,951 | $189.0K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,951 | $189.3K | 0.10% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,046 | $198.0K | 0.07% | +319+18.5% | Added |
| Pensionmark Financial Group, LLC | 2,062 | $200.1K | 0.03% | +2,062 | New |
| SFMG, LLC | 2,069 | $200.8K | 0.02% | +2,069 | New |
| Stone Run Capital, LLC | 2,071 | $201.0K | 0.09% | +2,071 | New |
| Mezzasalma Advisors, LLC | 2,074 | $201.3K | 0.11% | −331−13.8% | Reduced |
| Bender Robert & Associates | 2,080 | $201.8K | 0.05% | +2,080 | New |
| Monticello Wealth Management, LLC | 2,086 | $202.4K | 0.02% | −513−19.7% | Reduced |
| Cambridge Trust Co | 2,088 | $202.6K | 0.01% | −38−1.8% | Reduced |
| Ostrum Asset Management | 2,110 | $204.8K | 0.02% | +9+0.4% | Added |
| Pinnacle Bancorp, Inc. | 2,123 | $206.0K | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 2,125 | $206.2K | 0.03% | +2,125 | New |
| Bay Rivers Group | 2,129 | $206.6K | 0.13% | +2,129 | New |
| RNC Capital Management LLC | 2,132 | $206.9K | 0.01% | +2,132 | New |
| Papp L Roy & Associates | 2,135 | $207.2K | 0.03% | +2,135 | New |
| Altrius Capital Management Inc | 2,138 | $207.5K | 0.06% | +2,138 | New |
| Priebe Wealth Holdings LLC | 2,139 | $207.5K | 0.17% | +2,139 | New |
| AdvisorNet Financial, Inc | 2,143 | $208.0K | 0.02% | +319+17.5% | Added |
| YHB Investment Advisors, Inc. | 2,147 | $208.3K | 0.02% | −550−20.4% | Reduced |
| Indiana Trust & Investment Management CO | 2,155 | $209.1K | 0.09% | −390−15.3% | Reduced |
| Geller Advisors LLC | 2,159 | $209.5K | 0.02% | +2,159 | New |
| Fermata Advisors, LLC | 2,162 | $209.8K | 0.05% | +2,162 | New |
| Liberty Wealth Management LLC | 2,168 | $210.0K | 0.05% | +2,168 | New |
| ASB Consultores, LLC | 2,169 | $210.5K | 0.07% | −1,678−43.6% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $210.5K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 2,179 | $211.4K | 0.02% | −1,121−34.0% | Reduced |
| NBW Capital LLC | 2,179 | $211.4K | 0.05% | −479−18.0% | Reduced |
| Roble, Belko & Company, Inc | 2,182 | $212.0K | 0.04% | −2,182−50.0% | Reduced |
| Capital Analysts, LLC | 2,188 | $212.0K | 0.01% | −113−4.9% | Reduced |
| Accredited Investors Inc. | 2,188 | $212.3K | 0.02% | +2,188 | New |
| Avidian Wealth Solutions, LLC | 2,190 | $212.5K | 0.01% | −707−24.4% | Reduced |
| Strategic Investment Solutions, Inc. | 2,192 | $212.7K | 0.04% | −90,625−97.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,194 | $212.9K | 0.06% | −102−4.4% | Reduced |
| Worth Asset Management, LLC | 2,194 | $212.9K | 0.15% | +2,194 | New |
| Bridgeworth, LLC | 2,195 | $213.0K | 0.02% | −182−7.7% | Reduced |
| Providence First Trust Co | 2,200 | $213.5K | 0.10% | +2,200 | New |
| Valley Brook Capital Group | 2,204 | $213.9K | 0.19% | +2,204 | New |
| Meridian Financial, LLC | 2,206 | $214.1K | 0.17% | +2,206 | New |
| MeadowBrook Investment Advisors LLC | 2,207 | $214.2K | 0.20% | +2,207 | New |
| Tradition Wealth Management, LLC | 2,217 | $215.0K | 0.02% | +15+0.7% | Added |