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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 3,742 | $368.7K | 0.24% | +38+1.0% | Added |
| Greenline Partners, LLC | 3,822 | $370.9K | 0.06% | 00.0% | Unchanged |
| Verum Partners LLC | 3,831 | $371.8K | 0.15% | +115+3.1% | Added |
| FLC Capital Advisors | 3,852 | $373.8K | 0.10% | +1,021+36.1% | Added |
| New Republic Capital, LLC | 3,855 | $374.1K | 0.27% | −1,231−24.2% | Reduced |
| DFPG Investments, LLC | 3,788 | $374.2K | 0.03% | −238−5.9% | Reduced |
| Destination Wealth Management | 3,863 | $374.9K | 0.01% | −13−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 3,871 | $375.6K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,882 | $376.8K | 0.03% | +1,278+49.1% | Added |
| Horizon Investment Services, LLC | 3,907 | $379.1K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,878 | $379.3K | 0.32% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,909 | $379.3K | 0.08% | +3,399+666.5% | Added |
| Sunpointe, LLC | 3,912 | $379.6K | 0.48% | +3,912 | New |
| Bedel Financial Consulting, Inc. | 3,931 | $381.5K | 0.07% | −870−18.1% | Reduced |
| Bill Few Associates, Inc. | 3,941 | $382.4K | 0.17% | −25−0.6% | Reduced |
| CMG Global Holdings, LLC | 4,148 | $383.1K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,952 | $383.5K | 0.25% | −308−7.2% | Reduced |
| Moody National Bank Trust Division | 3,955 | $383.8K | 0.03% | −10,045−71.8% | Reduced |
| Adell Harriman & Carpenter Inc | 3,956 | $383.9K | 0.04% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,965 | $384.8K | 0.00% | +3,965 | New |
| Harbor Investment Advisory, LLC | 3,975 | $385.7K | 0.04% | −79−1.9% | Reduced |
| Catalyst Financial Partners LLC | 3,978 | $386.0K | 0.11% | −45−1.1% | Reduced |
| Latitude Advisors, LLC | 3,994 | $387.6K | 0.27% | −204−4.9% | Reduced |
| Walter Public Investments Inc. | 4,000 | $388.2K | 0.08% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,005 | $388.6K | 0.16% | +153+4.0% | Added |
| Transform Wealth, LLC | 4,020 | $390.1K | 0.04% | −432−9.7% | Reduced |
| Sentry Investment Management LLC | 4,040 | $392.0K | 0.17% | −434−9.7% | Reduced |
| Cypress Wealth Services, LLC | 4,049 | $392.9K | 0.10% | −90−2.2% | Reduced |
| Aldebaran Financial Inc. | 4,050 | $393.0K | 0.61% | −33−0.8% | Reduced |
| PFG Advisors | 4,069 | $394.9K | 0.03% | +485+13.5% | Added |
| St Germain D J Co Inc | 4,074 | $395.3K | 0.02% | −76−1.8% | Reduced |
| Syon Capital LLC | 4,077 | $395.6K | 0.04% | +4,077 | New |
| Patriot Investment Management Inc. | 4,077 | $395.6K | 0.03% | −320−7.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,082 | $396.2K | 0.13% | +1,674+69.5% | Added |
| Norris Perne & French LLP | 4,086 | $396.5K | 0.03% | −231−5.4% | Reduced |
| Garner Asset Management Corp | 4,261 | $397.5K | 0.20% | −187−4.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,099 | $397.7K | 0.03% | +233+6.0% | Added |
| Westhampton Capital, LLC | 4,111 | $398.9K | 0.24% | +4,111 | New |
| Wilkins Investment Counsel Inc | 4,121 | $399.9K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,134 | $401.2K | 0.02% | −360−8.0% | Reduced |
| Summit Trail Advisors, LLC | 4,140 | $401.8K | 0.01% | −1,809−30.4% | Reduced |
| Karpas Strategies, LLC | 4,141 | $401.9K | 0.13% | +9+0.2% | Added |
| White Lighthouse Investment Management Inc. | 4,160 | $403.7K | 0.09% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,169 | $404.6K | 0.05% | −259−5.8% | Reduced |
| Probity Advisors, Inc. | 4,174 | $405.0K | 0.09% | +154+3.8% | Added |
| MBA Advisors LLC | 4,176 | $405.2K | 0.23% | −1,100−20.8% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $405.4K | 0.40% | +4,178 | New |
| Petra Financial Advisors Inc | 4,189 | $406.5K | 0.34% | −1,596−27.6% | Reduced |
| Hancock Whitney Corp | 4,198 | $407.4K | 0.02% | +33+0.8% | Added |
| Bray Capital Advisors | 4,205 | $408.1K | 0.11% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,210 | $408.5K | 0.15% | +4,210 | New |
| Mainstay Capital Management LLC | 4,216 | $409.2K | 0.08% | +4,216 | New |
| LVM Capital Management Ltd | 4,224 | $410.0K | 0.05% | +156+3.8% | Added |
| Aspen Grove Capital, LLC | 4,247 | $410.3K | 0.12% | +742+21.2% | Added |
| Acorn Financial Advisory Services Inc | 4,233 | $411.0K | 0.07% | −87−2.0% | Reduced |
| Ossiam | 4,278 | $415.1K | 0.01% | +549+14.7% | Added |
| Costello Asset Management, INC | 4,298 | $417.0K | 0.35% | −138−3.1% | Reduced |
| Blue Fin Capital, Inc. | 4,301 | $417.4K | 0.11% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,315 | $419.0K | 0.36% | +165+4.0% | Added |
| Duncker Streett & Co Inc | 4,320 | $419.2K | 0.09% | −304−6.6% | Reduced |
| Horan Securities, Inc. | 4,328 | $420.0K | 0.21% | +474+12.3% | Added |
| ICA Group Wealth Management, LLC | 4,329 | $420.1K | 0.09% | −247−5.4% | Reduced |
| Douglas Lane & Associates, LLC | 4,335 | $420.7K | 0.01% | +387+9.8% | Added |
| Quad-Cities Investment Group, LLC | 4,234 | $420.8K | 0.26% | −103−2.4% | Reduced |
| Cordatus Wealth Management LLC | 4,342 | $421.0K | 0.35% | −129−2.9% | Reduced |
| McDonough Capital Management, Inc | 4,341 | $421.3K | 0.36% | +3+0.1% | Added |
| Boston Financial Mangement LLC | 4,364 | $423.5K | 0.01% | +83+1.9% | Added |
| O'Rourke & Company, Inc | 4,373 | $424.0K | 0.27% | +13+0.3% | Added |
| Gryphon Financial Partners LLC | 4,374 | $425.0K | 0.08% | +2,285+109.4% | Added |
| Ritholtz Wealth Management | 4,380 | $425.1K | 0.02% | +37+0.9% | Added |
| Tiemann Investment Advisors, LLC | 4,393 | $426.3K | 0.21% | −366−7.7% | Reduced |
| Burney Co | 4,399 | $426.9K | 0.02% | −170−3.7% | Reduced |
| Goepper Burkhardt LLC | 4,661 | $427.3K | 0.21% | 00.0% | Unchanged |
| Sciencast Management LP | 4,405 | $427.5K | 0.23% | +4,405 | New |
| Trueblood Wealth Management, LLC | 4,415 | $428.5K | 0.27% | +4,415 | New |
| Stanley-Laman Group, Ltd. | 4,831 | $428.5K | 0.07% | +4,831 | New |
| SignalPoint Asset Management, LLC | 4,444 | $431.0K | 0.13% | +10.0% | Added |
| Adirondack Trust Co | 4,712 | $432.7K | 0.19% | −627−11.7% | Reduced |
| Capital Asset Advisory Services LLC | 4,464 | $433.2K | 0.03% | +45+1.0% | Added |
| Centennial Bank | 4,472 | $434.0K | 0.26% | +65+1.5% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $434.2K | 0.40% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,476 | $434.3K | 0.06% | −88−1.9% | Reduced |
| Gray Wealth Management Inc. | 4,479 | $434.6K | 0.21% | −1,109−19.8% | Reduced |
| Register Financial Advisors LLC | 4,482 | $434.9K | 0.29% | +3+0.1% | Added |
| Atlantic Trust, LLC | 4,505 | $437.2K | 0.12% | −151−3.2% | Reduced |
| Roundview Capital LLC | 4,516 | $438.2K | 0.04% | +2,054+83.4% | Added |
| Fidelis Capital Partners, LLC | 4,526 | $439.2K | 0.10% | −955−17.4% | Reduced |
| Campion Asset Management LLC | 4,540 | $440.6K | 0.37% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4,546 | $441.1K | 0.06% | −281−5.8% | Reduced |
| Birchcreek Wealth Management, LLC | 4,554 | $441.9K | 0.26% | −268−5.6% | Reduced |
| WealthPLAN Partners, LLC | 4,561 | $442.6K | 0.05% | −385−7.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,561 | $442.6K | 0.03% | −721−13.7% | Reduced |
| Central Bank & Trust Co | 4,571 | $443.6K | 0.07% | +2,372+107.9% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $446.0K | 0.29% | −506−9.9% | Reduced |
| Greatmark Investment Partners, Inc. | 4,599 | $446.3K | 0.07% | +182+4.1% | Added |
| ERTS Wealth Advisors, LLC | 4,609 | $447.3K | 0.10% | +77+1.7% | Added |
| Nations Financial Group Inc, | 4,610 | $447.4K | 0.04% | +481+11.6% | Added |
| Hudock, Inc. | 4,613 | $447.7K | 0.10% | +9+0.2% | Added |
| Smartleaf Asset Management LLC | 4,607 | $448.1K | 0.12% | +4,607 | New |
| Verus Financial Partners, Inc. | 4,697 | $450.3K | 0.06% | +943+25.1% | Added |