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 |
|---|---|---|---|---|---|
| Lantern Wealth Advisors, LLC | 4,642 | $450.5K | 0.35% | +4,642 | New |
| World Equity Group, Inc. | 4,648 | $451.0K | 0.09% | −925−16.6% | Reduced |
| Traphagen Investment Advisors LLC | 4,674 | $453.6K | 0.05% | +20.0% | Added |
| McKinley Carter Wealth Services, Inc. | 4,676 | $453.8K | 0.03% | +15+0.3% | Added |
| Accurate Wealth Management, LLC | 4,677 | $454.4K | 0.14% | −329−6.6% | Reduced |
| Oracle Alpha Inc. | 4,691 | $455.2K | 0.59% | +4,691 | New |
| Enterprise Financial Services Corp | 4,694 | $455.5K | 0.28% | −776−14.2% | Reduced |
| Waddell & Associates, LLC | 4,698 | $455.9K | 0.06% | +66+1.4% | Added |
| Rollins Financial Advisors, LLC | 4,710 | $457.1K | 0.10% | +4,710 | New |
| Heritage Wealth Advisors | 4,730 | $459.0K | 0.02% | +261+5.8% | Added |
| OneAscent Wealth Management LLC | 4,762 | $462.0K | 0.18% | +1,226+34.7% | Added |
| MWA Asset Management | 4,770 | $462.9K | 0.38% | −4,485−48.5% | Reduced |
| Symmetry Partners, LLC | 4,781 | $463.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,795 | $465.3K | 0.11% | +17+0.4% | Added |
| Andra AP-fonden | 4,800 | $465.8K | 0.02% | +3,900+433.3% | Added |
| Novak & Powell Financial Services, Inc. | 4,801 | $466.0K | 0.31% | +4,801 | New |
| Kure Advisory, LLC | 4,803 | $466.1K | 0.24% | +34+0.7% | Added |
| Wolff Financial Management LLC | 4,810 | $467.0K | 0.14% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,814 | $467.2K | 0.03% | +2,453+103.9% | Added |
| Saxony Capital Management, LLC | 4,819 | $467.7K | 0.62% | +4,819 | New |
| Walker Asset Management, LLC | 4,824 | $468.2K | 0.34% | +4,824 | New |
| Beese Fulmer Investment Management, Inc. | 4,832 | $468.9K | 0.05% | +199+4.3% | Added |
| Tyche Wealth Partners LLC | 4,837 | $469.4K | 0.11% | +4,837 | New |
| Silverlake Wealth Management LLC | 4,839 | $469.5K | 0.26% | +4+0.1% | Added |
| Field & Main Bank | 4,840 | $469.7K | 0.20% | +285+6.3% | Added |
| Spinnaker Trust | 4,850 | $470.6K | 0.03% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 4,853 | $470.9K | 0.25% | −1,398−22.4% | Reduced |
| Consolidated Planning Corp | 4,884 | $474.0K | 0.09% | −3,621−42.6% | Reduced |
| CWS Financial Advisors, LLC | 4,896 | $475.1K | 0.18% | +14+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 4,913 | $476.7K | 0.12% | −567−10.3% | Reduced |
| First National Advisers, LLC | 4,918 | $477.2K | 0.14% | +1,792+57.3% | Added |
| Hodges Capital Management Inc. | 4,931 | $479.0K | 0.03% | −2,016−29.0% | Reduced |
| Conning Inc. | 4,938 | $479.2K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,938 | $479.2K | 0.28% | +897+22.2% | Added |
| Golden State Equity Partners | 4,950 | $480.4K | 0.12% | −921−15.7% | Reduced |
| Concord Asset Management, LLC | 4,970 | $482.3K | 0.14% | +2,463+98.2% | Added |
| Hamilton Point Investment Advisors, LLC | 4,978 | $483.1K | 0.10% | +4,978 | New |
| EverSource Wealth Advisors, LLC | 4,979 | $483.2K | 0.04% | +1,864+59.8% | Added |
| Garrett Wealth Advisory Group, LLC | 5,014 | $486.6K | 0.20% | +352+7.6% | Added |
| Burke & Herbert Bank & Trust Co | 5,020 | $487.1K | 0.35% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,030 | $488.1K | 0.22% | +209+4.3% | Added |
| KLCM Advisors, Inc. | 5,037 | $488.8K | 0.08% | −43−0.8% | Reduced |
| Hendershot Investments Inc. | 5,046 | $489.6K | 0.08% | −27−0.5% | Reduced |
| Gateway Investment Advisers LLC | 5,055 | $490.5K | 0.01% | −314−5.8% | Reduced |
| First Trust Investment Solutions L.P. | 5,075 | $492.5K | 0.10% | +5,075 | New |
| Midland Wealth Advisors LLC | 5,081 | $493.1K | 0.03% | +5,081 | New |
| Financial Security Advisor, Inc. | 5,128 | $497.6K | 0.20% | −466−8.3% | Reduced |
| Apexium Financial, LP | 5,132 | $498.0K | 0.04% | +50+1.0% | Added |
| MEMBERS Trust Co | 5,149 | $499.0K | 0.01% | −104−2.0% | Reduced |
| Flaharty Asset Management, LLC | 5,146 | $499.4K | 0.08% | −125−2.4% | Reduced |
| Ategra Capital Management, LLC | 5,149 | $499.7K | 0.22% | +3+0.1% | Added |
| Smith Chas P & Associates Pa Cpas | 5,150 | $500.0K | 0.03% | −1,518−22.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 5,150 | $500.0K | 0.03% | +5,150 | New |
| Advisor OS, LLC | 5,164 | $501.1K | 0.07% | +1,204+30.4% | Added |
| Clarius Group, LLC | 5,165 | $501.2K | 0.04% | −611−10.6% | Reduced |
| Cedrus LLC | 5,167 | $501.4K | 0.31% | −840−14.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,184 | $503.0K | 0.27% | −279−5.1% | Reduced |
| Fiera Capital Corp | 5,200 | $504.6K | 0.00% | +5,200 | New |
| Fidelity D & D Bancorp Inc | 5,206 | $505.2K | 0.39% | −183−3.4% | Reduced |
| Octavia Wealth Advisors, LLC | 5,214 | $505.9K | 0.09% | −1,375−20.9% | Reduced |
| Aspen Investment Management Inc | 5,236 | $508.0K | 0.28% | −33−0.6% | Reduced |
| Hills Bank & Trust Co | 5,239 | $508.4K | 0.05% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,246 | $509.1K | 0.15% | −77−1.4% | Reduced |
| First Financial Corp | 5,251 | $509.5K | 0.26% | −1,359−20.6% | Reduced |
| CVA Family Office, LLC | 5,261 | $510.5K | 0.10% | +596+12.8% | Added |
| BCGM Wealth Management, LLC | 5,262 | $510.6K | 0.21% | +12+0.2% | Added |
| Invesco, LLC | 5,279 | $512.3K | 0.24% | −111−2.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,290 | $513.4K | 0.09% | +91+1.8% | Added |
| Everhart Financial Group, Inc. | 5,306 | $514.9K | 0.18% | +1,218+29.8% | Added |
| Wendell David Associates Inc | 5,314 | $516.0K | 0.06% | 00.0% | Unchanged |
| Associated Banc-Corp | 5,322 | $516.5K | 0.02% | −113−2.1% | Reduced |
| Parkside Financial Bank & Trust | 5,339 | $518.1K | 0.09% | +1,012+23.4% | Added |
| Concord Wealth Partners | 5,349 | $519.0K | 0.10% | −1,511−22.0% | Reduced |
| Arlington Trust Co LLC | 5,349 | $519.1K | 0.15% | +5,349 | New |
| Legacy Financial Advisors, Inc. | 5,357 | $519.8K | 0.10% | +235+4.6% | Added |
| Dover Advisors, LLC | 5,365 | $520.6K | 0.68% | −334−5.9% | Reduced |
| Lake Street Advisors Group, LLC | 5,376 | $521.7K | 0.03% | +5,376 | New |
| Brandywine Oak Private Wealth LLC | 5,379 | $522.0K | 0.06% | −50−0.9% | Reduced |
| Icon Advisers Inc | 5,400 | $524.0K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,415 | $525.0K | 0.04% | +276+5.4% | Added |
| L.M. Kohn & Company | 5,412 | $525.2K | 0.17% | +10.0% | Added |
| Argus Investors' Counsel, Inc. | 5,470 | $530.8K | 0.34% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,471 | $530.9K | 0.09% | +323+6.3% | Added |
| Princeton Capital Management LLC | 5,498 | $533.5K | 0.21% | −114−2.0% | Reduced |
| Day & Ennis, LLC | 5,523 | $535.9K | 0.19% | +34+0.6% | Added |
| Gladstone Institutional Advisory LLC | 5,533 | $536.9K | 0.03% | +1,011+22.4% | Added |
| Palogic Value Management, L.P. | 5,537 | $537.3K | 0.24% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,542 | $537.8K | 0.02% | +350+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,545 | $538.2K | 0.03% | −669−10.8% | Reduced |
| United Bank | 5,551 | $538.7K | 0.30% | −1,008−15.4% | Reduced |
| LBMC Investment Advisors, LLC | 5,579 | $541.4K | 0.05% | −369−6.2% | Reduced |
| RB Capital Management, LLC | 5,591 | $542.5K | 0.16% | −284−4.8% | Reduced |
| Bowen Hanes & Co Inc | 5,593 | $542.7K | 0.02% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,600 | $543.4K | 0.19% | −100−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,610 | $544.0K | 0.04% | +699+14.2% | Added |
| Wellington Shields & Co., LLC | 5,611 | $544.5K | 0.20% | +6+0.1% | Added |
| Ethic Inc. | 5,613 | $544.7K | 0.02% | −3,181−36.2% | Reduced |
| Firethorn Wealth Partners, LLC | 5,619 | $545.3K | 0.36% | +574+11.4% | Added |
| LifePlan Financial, LLC | 5,629 | $546.2K | 0.55% | +5,629 | New |
| Busey Wealth Management | 5,664 | $549.6K | 0.02% | −1,781−23.9% | Reduced |