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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 2,633 | $255.5K | 0.02% | +135+5.4% | Added |
| Stokes Family Office, LLC | 2,637 | $255.9K | 0.03% | −657−19.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,664 | $258.5K | 0.10% | +2+0.1% | Added |
| Norden Group LLC | 2,673 | $259.4K | 0.05% | +95+3.7% | Added |
| Stonebrook Private Inc. | 2,685 | $260.5K | 0.09% | +2,685 | New |
| PDS Planning, Inc | 2,688 | $260.9K | 0.03% | −712−20.9% | Reduced |
| Hobbs Group Advisors, LLC | 2,689 | $260.9K | 0.12% | +2,689 | New |
| Gleason Group, Inc. | 2,690 | $261.0K | 0.06% | +28+1.1% | Added |
| Blossom Wealth Management | 2,690 | $261.0K | 0.70% | +15+0.6% | Added |
| CapWealth Advisors, LLC | 2,698 | $261.8K | 0.03% | −205−7.1% | Reduced |
| Verus Capital Partners, LLC | 2,716 | $263.5K | 0.03% | +296+12.2% | Added |
| DMG Group, LLC | 2,717 | $263.7K | 0.25% | −1,191−30.5% | Reduced |
| Apella Capital, LLC | 2,680 | $263.9K | 0.01% | +370+16.0% | Added |
| Alaethes Wealth LLC | 2,720 | $263.9K | 0.12% | −35−1.3% | Reduced |
| Kraematon Investment Advisors, Inc | 2,721 | $264.0K | 0.29% | +23+0.9% | Added |
| Carl P. Sherr & Co., LLC | 2,721 | $264.0K | 0.16% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,725 | $264.4K | 0.12% | −116−4.1% | Reduced |
| HTLF Bank | 2,726 | $264.5K | 0.03% | +2,726 | New |
| Gilman Hill Asset Management, LLC | 2,745 | $266.4K | 0.05% | −104−3.7% | Reduced |
| Breakwater Capital Group | 2,803 | $266.5K | 0.08% | +69+2.5% | Added |
| Van Cleef Asset Management,Inc | 2,749 | $266.8K | 0.04% | −150−5.2% | Reduced |
| Uncommon Cents Investing LLC | 2,753 | $267.2K | 0.09% | +2,753 | New |
| Alliance Wealth Advisors, LLC | 2,755 | $267.3K | 0.09% | −82−2.9% | Reduced |
| Sierra Summit Advisors LLC | 2,757 | $267.5K | 0.08% | +2,757 | New |
| Modern Wealth Management, LLC | 2,760 | $267.8K | 0.03% | +2,760 | New |
| CX Institutional | 2,767 | $268.5K | 0.01% | −1,472−34.7% | Reduced |
| Capital City Trust Co | 2,771 | $268.9K | 0.08% | +144+5.5% | Added |
| Beacon Investment Advisors LLC | 2,774 | $269.2K | 0.17% | −3−0.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,785 | $270.3K | 0.16% | −2,000−41.8% | Reduced |
| Fca Corp | 2,794 | $271.1K | 0.09% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,794 | $271.1K | 0.24% | +2,794 | New |
| First Financial Bankshares Inc | 2,796 | $271.3K | 0.01% | +2,796 | New |
| Peachtree Investment Partners, LLC | 2,797 | $271.5K | 0.11% | −367−11.6% | Reduced |
| Avestar Capital, LLC | 2,805 | $272.2K | 0.03% | +410+17.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,809 | $272.6K | 0.02% | +219+8.5% | Added |
| Obsidian Personal Planning Solutions LLC | 2,820 | $273.7K | 0.21% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,821 | $273.7K | 0.23% | +2,821 | New |
| Absher Wealth Management, LLC | 2,822 | $273.9K | 0.04% | +312+12.4% | Added |
| FSB Premier Wealth Management, Inc. | 2,823 | $273.9K | 0.14% | +108+4.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,826 | $274.2K | 0.07% | +344+13.9% | Added |
| Kepos Capital LP | 2,836 | $275.0K | 0.09% | −393−12.2% | Reduced |
| Eads & Heald Wealth Management | 2,829 | $275.0K | 0.13% | −93−3.2% | Reduced |
| Wiser Advisor Group LLC | 2,836 | $275.2K | 0.46% | +2,836 | New |
| Spinnaker Investment Group, LLC | 2,848 | $276.4K | 0.08% | +11+0.4% | Added |
| Power Wealth Management LLC | 2,852 | $276.8K | 0.20% | +2,852 | New |
| Balboa Wealth Partners | 2,852 | $276.8K | 0.09% | +155+5.7% | Added |
| Nalls Sherbakoff Group, LLC | 2,866 | $278.1K | 0.25% | +19+0.7% | Added |
| Wealthsource Partners, LLC | 2,880 | $279.5K | 0.02% | −26−0.9% | Reduced |
| Calamos Wealth Management LLC | 2,883 | $279.8K | 0.02% | −115,892−97.6% | Reduced |
| Investors Asset Management of Georgia Inc | 2,895 | $280.9K | 0.14% | −10,115−77.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,898 | $281.2K | 0.05% | −2−0.1% | Reduced |
| Centurion Wealth Management LLC | 2,903 | $281.8K | 0.12% | +35+1.2% | Added |
| PCA Investment Advisory Services Inc. | 2,907 | $282.1K | 0.19% | −278−8.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,907 | $282.2K | 0.00% | +35+1.2% | Added |
| New Hampshire Trust | 2,909 | $282.3K | 0.07% | −105−3.5% | Reduced |
| Boston Trust Walden Corp | 2,918 | $283.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,926 | $283.9K | 0.02% | −47−1.6% | Reduced |
| Buckingham Capital Management, Inc. | 2,934 | $284.7K | 0.04% | +374+14.6% | Added |
| Cadinha & Co LLC | 2,935 | $284.8K | 0.05% | −50−1.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,935 | $284.8K | 0.00% | +2,935 | New |
| Market Street Wealth Management Advisors LLC | 2,964 | $287.6K | 0.06% | −367−11.0% | Reduced |
| Premier Path Wealth Partners, LLC | 2,970 | $288.2K | 0.06% | +2,970 | New |
| Fagan Associates, Inc. | 2,980 | $289.2K | 0.06% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,982 | $289.4K | 0.01% | +2,982 | New |
| Robertson Stephens Wealth Management, LLC | 2,983 | $289.5K | 0.02% | −135−4.3% | Reduced |
| Thor Investment Management Inc | 2,988 | $290.0K | 0.25% | +2,988 | New |
| Hurlow Wealth Management Group, Inc. | 2,992 | $290.3K | 0.11% | +10.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,994 | $290.5K | 0.06% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,000 | $291.1K | 0.34% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,963 | $292.0K | 0.11% | +2,963 | New |
| MCF Advisors LLC | 3,013 | $292.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,028 | $293.8K | 0.09% | −248−7.6% | Reduced |
| Financial Advisors Network, Inc. | 3,035 | $294.5K | 0.06% | −245−7.5% | Reduced |
| Jackson Wealth Management, LLC | 3,043 | $295.0K | 0.04% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,044 | $295.4K | 0.02% | −57−1.8% | Reduced |
| Baker Boyer National Bank | 3,053 | $296.3K | 0.11% | −166−5.2% | Reduced |
| American Money Management, LLC | 3,055 | $296.5K | 0.07% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,060 | $296.9K | 0.14% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 3,068 | $297.7K | 0.37% | +3,068 | New |
| Fortress Wealth Group, LLC | 2,999 | $298.1K | 0.18% | +288+10.6% | Added |
| Sigma Investment Counselors Inc | 3,077 | $298.6K | 0.02% | −20−0.6% | Reduced |
| Burns J W & Co Inc | 3,083 | $299.2K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,392 | $299.4K | 0.08% | −150−4.2% | Reduced |
| CRA Financial Services, LLC | 3,088 | $299.7K | 0.07% | −422−12.0% | Reduced |
| Zacks Investment Management | 3,093 | $300.2K | 0.00% | +3,093 | New |
| Montecito Bank & Trust | 3,094 | $300.2K | 0.06% | +150+5.1% | Added |
| North Star Investment Management Corp. | 3,097 | $300.5K | 0.02% | −289−8.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,097 | $300.5K | 0.01% | −211−6.4% | Reduced |
| Letko, Brosseau & Associates Inc | 3,100 | $300.8K | 0.01% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 3,101 | $300.9K | 0.12% | −423−12.0% | Reduced |
| West Michigan Advisors, LLC | 3,103 | $301.1K | 0.11% | +210+7.3% | Added |
| Strategic Investment Advisors | 3,110 | $301.8K | 0.04% | −299−8.8% | Reduced |
| Summit Asset Management, LLC | 3,119 | $302.7K | 0.07% | +332+11.9% | Added |
| Stokes Capital Advisors, LLC | 3,131 | $303.9K | 0.10% | +5+0.2% | Added |
| Smithfield Trust Co | 3,137 | $304.0K | 0.02% | −269−7.9% | Reduced |
| Meridian Investment Counsel Inc. | 3,145 | $305.2K | 0.10% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,147 | $305.3K | 0.14% | +3,147 | New |
| Tilt Investment Management Holdings, PBC | 3,150 | $305.7K | 0.33% | −959−23.3% | Reduced |
| WealthPlan Investment Management, LLC | 3,151 | $305.8K | 0.05% | −333−9.6% | Reduced |
| Exchange Bank | 3,159 | $306.5K | 0.27% | 00.0% | Unchanged |