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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 5,682 | $551.4K | 0.03% | −365−6.0% | Reduced |
| Parsons Capital Management Inc | 5,688 | $552.0K | 0.04% | −1,202−17.4% | Reduced |
| NBT Bank N A | 5,693 | $552.4K | 0.04% | +51+0.9% | Added |
| Guardian Investment Management | 5,699 | $553.0K | 0.47% | 00.0% | Unchanged |
| Optas, LLC | 5,706 | $553.7K | 0.17% | −1,273−18.2% | Reduced |
| Eagle Strategies LLC | 5,716 | $554.7K | 0.12% | +218+4.0% | Added |
| Hengehold Capital Management LLC | 5,720 | $555.0K | 0.07% | +186+3.4% | Added |
| Diversified Trust Co | 5,725 | $555.6K | 0.02% | −7,705−57.4% | Reduced |
| Ci Investments Inc. | 5,745 | $557.0K | 0.00% | +294+5.4% | Added |
| Phillips Wealth Planners LLC | 5,827 | $558.6K | 0.67% | +1,265+27.7% | Added |
| Washington Capital Management Inc | 5,775 | $560.4K | 0.48% | −500−8.0% | Reduced |
| Wintrust Investments LLC | 5,780 | $561.0K | 0.05% | +919+18.9% | Added |
| TBH Global Asset Management, LLC | 5,790 | $561.9K | 0.11% | +214+3.8% | Added |
| Kuhn & Co Investment Counsel | 5,793 | $562.2K | 0.58% | +5,793 | New |
| Longfellow Investment Management Co LLC | 5,876 | $570.2K | 0.14% | −1,384−19.1% | Reduced |
| Stockman Wealth Management, Inc. | 5,900 | $572.5K | 0.11% | −143−2.4% | Reduced |
| Monetary Management Group Inc | 5,933 | $575.7K | 0.18% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,940 | $576.4K | 0.02% | −9−0.2% | Reduced |
| Intech Investment Management LLC | 5,953 | $577.7K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,969 | $579.2K | 0.18% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,999 | $582.2K | 0.07% | −405−6.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $582.2K | 0.20% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 6,016 | $583.8K | 0.38% | −99−1.6% | Reduced |
| Bard Financial Services, Inc. | 6,025 | $584.7K | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6,032 | $585.4K | 0.12% | −138−2.2% | Reduced |
| Visionary Wealth Advisors | 6,035 | $585.6K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,044 | $586.5K | 0.05% | +145+2.5% | Added |
| Doliver Advisors, LP | 6,075 | $589.5K | 0.18% | −365−5.7% | Reduced |
| Investment Advisory Services Inc | 6,079 | $589.9K | 0.23% | −561−8.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,091 | $591.1K | 0.04% | −155−2.5% | Reduced |
| Independence Bank of Kentucky | 6,114 | $593.3K | 0.21% | −1,526−20.0% | Reduced |
| Atomi Financial Group, Inc. | 6,121 | $594.0K | 0.08% | +3,550+138.1% | Added |
| Benedetti & Gucer, Inc. | 6,155 | $597.3K | 0.31% | −307−4.8% | Reduced |
| West Family Investments, Inc. | 6,166 | $598.3K | 0.20% | +2,741+80.0% | Added |
| Whittier Trust Co of Nevada Inc | 6,170 | $598.7K | 0.02% | −374−5.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,187 | $600.4K | 0.02% | +2,199+55.1% | Added |
| Summit Financial, LLC | 6,187 | $600.4K | 0.04% | +250+4.2% | Added |
| OmniStar Financial Group, Inc. | 6,207 | $602.4K | 0.76% | −48−0.8% | Reduced |
| WBH Advisory Inc | 6,209 | $602.5K | 0.07% | −72−1.1% | Reduced |
| Cidel Asset Management Inc | 6,216 | $603.2K | 0.03% | +6,216 | New |
| Wealthquest Corp | 6,234 | $604.9K | 0.07% | −201−3.1% | Reduced |
| Carret Asset Management, LLC | 6,243 | $605.8K | 0.08% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 6,315 | $612.8K | 0.31% | −441−6.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,322 | $613.5K | 0.31% | +510+8.8% | Added |
| Davis R M Inc | 6,331 | $614.4K | 0.01% | +1,199+23.4% | Added |
| Patton Albertson Miller Group, LLC | 6,339 | $615.2K | 0.10% | −420−6.2% | Reduced |
| Kanawha Capital Management LLC | 6,343 | $615.6K | 0.06% | −64−1.0% | Reduced |
| Venture Visionary Partners LLC | 6,364 | $617.6K | 0.03% | +56+0.9% | Added |
| Tucker Asset Management LLC | 6,365 | $617.6K | 0.15% | −556−8.0% | Reduced |
| Kapstone Financial Advisors LLC | 6,453 | $617.7K | 0.48% | +44+0.7% | Added |
| Diligent Investors, LLC | 6,366 | $617.8K | 0.17% | +2,450+62.6% | Added |
| Financial Management Professionals, Inc. | 6,400 | $621.0K | 0.10% | +690+12.1% | Added |
| UniSuper Management Pty Ltd | 6,404 | $621.4K | 0.01% | +904+16.4% | Added |
| Wealth Management Associates, Inc. | 6,412 | $622.2K | 0.33% | −35−0.5% | Reduced |
| Manchester Capital Management LLC | 6,414 | $622.4K | 0.08% | −28−0.4% | Reduced |
| Headinvest, LLC | 6,423 | $623.3K | 0.13% | +35+0.5% | Added |
| Cross Staff Investments Inc | 6,449 | $625.8K | 0.55% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,454 | $626.0K | 0.16% | +15+0.2% | Added |
| XML Financial, LLC | 6,475 | $628.3K | 0.07% | +139+2.2% | Added |
| First Financial Bank - Trust Division | 6,518 | $632.5K | 0.06% | −213−3.2% | Reduced |
| Archer Investment Corp | 6,522 | $632.9K | 0.20% | +11+0.2% | Added |
| Cobblestone Capital Advisors LLC | 6,524 | $633.1K | 0.04% | +1,930+42.0% | Added |
| Formidable Asset Management, LLC | 6,525 | $633.2K | 0.14% | +9+0.1% | Added |
| Pitcairn Co | 6,550 | $635.6K | 0.05% | +1,889+40.5% | Added |
| Two Sigma Securities, LLC | 6,554 | $636.0K | 0.03% | −24,361−78.8% | Reduced |
| Nilsine Partners, LLC | 6,555 | $636.1K | 0.10% | −2,617−28.5% | Reduced |
| Bigelow Investment Advisors, LLC | 6,566 | $637.2K | 0.34% | +130+2.0% | Added |
| Powers Advisory Group, LLC | 6,592 | $639.7K | 0.39% | +11+0.2% | Added |
| Agate Pass Investment Management, LLC | 6,593 | $639.8K | 0.37% | +195+3.0% | Added |
| Sherbrooke Park Advisers LLC | 6,599 | $640.4K | 0.30% | +3,955+149.6% | Added |
| Future Financial Wealth Managment LLC | 6,618 | $642.2K | 0.64% | +24+0.4% | Added |
| Renaissance Technologies LLC | 6,650 | $645.0K | 0.00% | −33,245−83.3% | Reduced |
| Salomon & Ludwin, LLC | 7,316 | $645.7K | 0.07% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 6,658 | $646.1K | 0.33% | +6,658 | New |
| Fox Hill Wealth Management | 6,662 | $646.5K | 0.50% | +6,662 | New |
| Allianz Asset Management GmbH | 6,699 | $650.1K | 0.00% | −38,037−85.0% | Reduced |
| Waters Parkerson & Co., LLC | 6,706 | $651.0K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,724 | $652.5K | 0.02% | −149−2.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,732 | $653.3K | 0.05% | −944−12.3% | Reduced |
| Exchange Traded Concepts, LLC | 6,753 | $655.3K | 0.02% | −8−0.1% | Reduced |
| Cooper Financial Group | 6,800 | $659.9K | 0.12% | +126+1.9% | Added |
| Edgewood Management LLC | 6,802 | $660.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6,840 | $663.8K | 0.02% | −700−9.3% | Reduced |
| Parallel Advisors, LLC | 6,859 | $665.6K | 0.02% | −2,354−25.6% | Reduced |
| Lake Street Financial LLC | 6,874 | $667.1K | 0.11% | −1,030−13.0% | Reduced |
| Cassia Capital Partners, LLC | 6,880 | $667.6K | 0.55% | −286−4.0% | Reduced |
| Sapient Capital LLC | 6,904 | $670.0K | 0.02% | +6,904 | New |
| Ancora Advisors, LLC | 6,935 | $673.0K | 0.02% | −1,548−18.2% | Reduced |
| John G Ullman & Associates Inc | 6,953 | $674.7K | 0.11% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,999 | $679.2K | 0.12% | −66−0.9% | Reduced |
| DCM Advisors, LLC | 7,000 | $679.3K | 0.24% | +7,000 | New |
| Albion Financial Group | 7,046 | $683.7K | 0.06% | 00.0% | Unchanged |
| Doheny Asset Management | 7,045 | $684.0K | 0.67% | −841−10.7% | Reduced |
| CoreCap Advisors, LLC | 7,073 | $686.3K | 0.04% | +205+3.0% | Added |
| Essex Savings Bank | 7,073 | $686.4K | 0.20% | +11+0.2% | Added |
| Cannon Financial Strategists, Inc. | 7,086 | $687.6K | 0.15% | +331+4.9% | Added |
| Wrapmanager Inc | 7,088 | $687.9K | 0.20% | −428−5.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,103 | $689.3K | 0.31% | +819+13.0% | Added |
| Resurgent Financial Advisors LLC | 7,136 | $692.5K | 0.43% | −93−1.3% | Reduced |
| Kovack Advisors, Inc. | 7,140 | $692.9K | 0.08% | −69−1.0% | Reduced |