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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 3,206 | $307.2K | 0.08% | +3,206 | New |
| Flputnam Investment Management Co | 3,171 | $307.7K | 0.01% | −1,289−28.9% | Reduced |
| Hoylecohen, LLC | 3,171 | $307.8K | 0.03% | +10.0% | Added |
| Fortitude Advisory Group L.L.C. | 3,173 | $307.9K | 0.19% | +252+8.6% | Added |
| Cedar Brook Financial Partners, LLC | 3,169 | $307.9K | 0.07% | +11+0.3% | Added |
| Waldron Private Wealth LLC | 3,173 | $307.9K | 0.01% | −277−8.0% | Reduced |
| Cypress Asset Management Inc | 3,175 | $308.1K | 0.09% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,177 | $308.3K | 0.17% | −30−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 3,196 | $310.1K | 0.04% | −223−6.5% | Reduced |
| Fulcrum Equity Management | 3,204 | $310.9K | 0.38% | +164+5.4% | Added |
| Teamwork Financial Advisors, LLC | 3,208 | $311.3K | 0.05% | +623+24.1% | Added |
| Revolve Wealth Partners, LLC | 3,213 | $311.8K | 0.06% | −330−9.3% | Reduced |
| Edgestream Partners, L.P. | 3,216 | $312.1K | 0.02% | +3,216 | New |
| Rockland Trust Co | 3,218 | $312.3K | 0.02% | −488−13.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,218 | $312.3K | 0.22% | −206−6.0% | Reduced |
| Northwest & Ethical Investments L.P. | 3,219 | $312.4K | 0.01% | +3,219 | New |
| Pinnacle Wealth Management Group, Inc. | 3,221 | $312.6K | 0.26% | 00.0% | Unchanged |
| Searle & Co. | 3,236 | $314.0K | 0.09% | +160+5.2% | Added |
| Pine Harbor Wealth Management, LLC | 3,249 | $315.3K | 0.24% | +3,249 | New |
| Pittenger & Anderson Inc | 3,250 | $315.4K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,250 | $315.4K | 0.03% | +25+0.8% | Added |
| Transcend Wealth Collective, LLC | 3,256 | $316.0K | 0.03% | +7+0.2% | Added |
| Camden Capital, LLC | 3,268 | $317.1K | 0.03% | +549+20.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,281 | $318.4K | 0.15% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,286 | $318.8K | 0.13% | +68+2.1% | Added |
| Abbrea Capital, LLC | 3,291 | $319.0K | 0.05% | +56+1.7% | Added |
| Cladis Investment Advisory, LLC | 3,288 | $319.1K | 0.25% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,306 | $320.8K | 0.06% | +63+1.9% | Added |
| Alpha Cubed Investments, LLC | 3,310 | $321.2K | 0.02% | −456−12.1% | Reduced |
| Cravens & Co Advisors, LLC | 3,312 | $321.4K | 0.28% | −125−3.6% | Reduced |
| Cozad Asset Management Inc | 3,317 | $321.8K | 0.04% | −100−2.9% | Reduced |
| McGowan Group Asset Management, Inc. | 3,332 | $323.3K | 0.05% | +3+0.1% | Added |
| St. Louis Trust Co | 3,333 | $323.4K | 0.06% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,343 | $324.4K | 0.03% | +3+0.1% | Added |
| Girard Partners Ltd. | 3,346 | $324.7K | 0.03% | −1,307−28.1% | Reduced |
| Marathon Capital Management | 3,347 | $324.8K | 0.08% | 00.0% | Unchanged |
| Apriem Advisors | 3,348 | $324.9K | 0.04% | −264−7.3% | Reduced |
| Sandbox Financial Partners, LLC | 3,350 | $325.1K | 0.15% | −65−1.9% | Reduced |
| Wolverine Trading, LLC | 3,364 | $326.4K | 0.00% | +3,364 | New |
| Beaton Management Co. Inc. | 3,404 | $330.0K | 0.20% | +50+1.5% | Added |
| Cascade Investment Group, Inc. | 3,405 | $330.4K | 0.27% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 3,408 | $330.7K | 0.01% | −533−13.5% | Reduced |
| Front Row Advisors LLC | 3,410 | $330.9K | 0.15% | −40−1.2% | Reduced |
| KC Investment Advisors, LLC | 3,420 | $331.9K | 0.20% | −1,062−23.7% | Reduced |
| BIP Wealth, LLC | 3,421 | $332.0K | 0.03% | +3,421 | New |
| CFO4Life Group, LLC | 3,422 | $332.1K | 0.06% | −533−13.5% | Reduced |
| Cim Investment Mangement Inc | 3,422 | $332.1K | 0.11% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 3,425 | $332.3K | 0.35% | +3,425 | New |
| Slagle Financial, LLC | 6,888 | $334.4K | 0.19% | +3,051+79.5% | Added |
| Grant/GrossMendelsohn, LLC | 3,490 | $334.6K | 0.14% | +329+10.4% | Added |
| Childress Capital Advisors, LLC | 3,450 | $334.8K | 0.10% | −543−13.6% | Reduced |
| Quent Capital, LLC | 3,460 | $335.7K | 0.05% | −1,020−22.8% | Reduced |
| Pure Financial Advisors, Inc. | 3,463 | $336.1K | 0.01% | +3,463 | New |
| Chicago Trust Co NA | 3,464 | $336.1K | 0.07% | −2,115−37.9% | Reduced |
| V-Square Quantitative Management LLC | 3,464 | $336.1K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,472 | $336.9K | 0.04% | −302−8.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,473 | $337.0K | 0.08% | +3,473 | New |
| Oak Hill Wealth Advisors, LLC | 3,478 | $337.5K | 0.12% | +211+6.5% | Added |
| KPP Advisory Services LLC | 3,478 | $337.5K | 0.30% | −122−3.4% | Reduced |
| Am Investment Strategies LLC | 3,504 | $340.0K | 0.10% | +173+5.2% | Added |
| Jmac Enterprises LLC | 3,524 | $342.0K | 0.07% | +256+7.8% | Added |
| Truvestments Capital LLC | 3,530 | $342.6K | 0.15% | +397+12.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,577 | $344.2K | 0.20% | +3,577 | New |
| Objectivity Squared, LLC | 3,555 | $344.9K | 0.34% | +3,555 | New |
| Reynders McVeigh Capital Management, LLC | 3,558 | $345.0K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,567 | $346.1K | 0.11% | +192+5.7% | Added |
| West Paces Advisors Inc. | 3,579 | $347.3K | 0.10% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,581 | $347.5K | 0.09% | −3,000−45.6% | Reduced |
| Prostatis Group LLC | 3,587 | $348.1K | 0.15% | +361+11.2% | Added |
| First Western Trust Bank | 3,593 | $348.7K | 0.02% | +849+30.9% | Added |
| Sage Mountain Advisors LLC | 3,595 | $348.9K | 0.04% | −696−16.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,595 | $348.9K | 0.40% | +1,180+48.9% | Added |
| Onyx Bridge Wealth Group LLC | 3,597 | $349.1K | 0.07% | −491−12.0% | Reduced |
| Horizon Financial Services, LLC | 3,604 | $349.7K | 0.25% | −134−3.6% | Reduced |
| King Wealth | 3,604 | $350.0K | 0.07% | −179−4.7% | Reduced |
| TRUE Private Wealth Advisors | 3,617 | $351.0K | 0.04% | +209+6.1% | Added |
| FirstPurpose Wealth LLC | 3,618 | $351.1K | 0.13% | +156+4.5% | Added |
| ForthRight Wealth Management, LLC | 3,630 | $352.3K | 0.14% | −21−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 3,636 | $352.8K | 0.18% | +135+3.9% | Added |
| Kapitalo Investimentos Ltda | 3,647 | $353.9K | 0.07% | +3,647 | New |
| IronBridge Private Wealth, LLC | 3,650 | $354.2K | 0.17% | +36+1.0% | Added |
| Darwin Advisors, LLC | 3,653 | $354.5K | 0.10% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,660 | $355.2K | 0.09% | −8,170−69.1% | Reduced |
| Broadwater Capital Management LLC | 3,666 | $355.7K | 0.28% | +3,666 | New |
| JB Capital LLC | 3,671 | $356.2K | 0.03% | +477+14.9% | Added |
| Sunbelt Securities, Inc. | 3,677 | $356.8K | 0.04% | −1,112−23.2% | Reduced |
| Sonora Investment Management Group, LLC | 3,693 | $358.4K | 0.03% | +610+19.8% | Added |
| Accel Wealth Management | 3,718 | $360.8K | 0.18% | −16−0.4% | Reduced |
| AlphaCore Capital LLC | 3,724 | $361.3K | 0.05% | −621−14.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,726 | $361.6K | 0.07% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 3,733 | $362.0K | 0.07% | −549−12.8% | Reduced |
| Charter Trust Co | 3,741 | $363.0K | 0.03% | +1,051+39.1% | Added |
| Blackston Financial Advisory Group, LLC | 3,751 | $364.0K | 0.23% | −212−5.3% | Reduced |
| Abn Amro Investment Solutions | 3,753 | $364.2K | 0.01% | −301−7.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,773 | $366.1K | 0.01% | +3,773 | New |
| First Citizens Financial Corp | 3,775 | $366.3K | 0.24% | −33−0.9% | Reduced |
| CAPROCK Group, Inc. | 3,783 | $367.1K | 0.02% | +1,395+58.4% | Added |
| Graypoint LLC | 3,787 | $367.5K | 0.03% | −1,546−29.0% | Reduced |
| Renasant Bank | 3,789 | $367.7K | 0.29% | +132+3.6% | Added |
| NCM Capital Management, LLC | 3,793 | $368.1K | 0.22% | −100−2.6% | Reduced |