Duke Energy CORP
DUK- 交易所
- NYSE
- 產業
- Electric & Other Services Combined
- SEC CIK
- 0001326160
近 90 天,Duke Energy CORP 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 2,491 家機構在 13F 申報持有,市值合計 $688.8 億;沒有大師持有。
2023 年第 4 季 13F 持有人
Duke Energy CORP 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,898
- 較 2023 年第 3 季 +152 家
- 持有股數
- 5.02 億
- 較 2023 年第 3 季 +552.7 萬 (+1.1%)
- 總市值
- $487.0 億
- 較 2023 年第 3 季 +$48.7 億 (+11.1%)
- 新進機構
- 250
- 另有 640 家加碼
- 清倉機構
- 98
- 另有 788 家減碼
另有 33 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 DUK 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,491 | $688.8 億 |
| 2026 年第 1 季 | 2,484 | $708.4 億 |
| 2025 年第 4 季 | 2,399 | $629.2 億 |
| 2025 年第 3 季 | 2,331 | $658.6 億 |
| 2025 年第 2 季 | 2,270 | $626.9 億 |
| 2025 年第 1 季 | 2,258 | $642.1 億 |
| 2024 年第 4 季 | 2,192 | $550.3 億 |
| 2024 年第 3 季 | 2,064 | $586.7 億 |
| 2024 年第 2 季 | 1,968 | $505.2 億 |
| 2024 年第 1 季 | 1,904 | $483.6 億 |
| 2023 年第 4 季 | 1,898 | $487.0 億 |
| 2023 年第 3 季 | 1,779 | $439.0 億 |
| 2023 年第 2 季 | 1,798 | $441.0 億 |
| 2023 年第 1 季 | 1,807 | $472.7 億 |
| 2022 年第 4 季 | 1,822 | $509.1 億 |
| 2022 年第 3 季 | 1,747 | $454.4 億 |
| 2022 年第 2 季 | 1,797 | $523.1 億 |
| 2022 年第 1 季 | 1,834 | $536.8 億 |
| 2021 年第 4 季 | 1,781 | $504.3 億 |
| 2021 年第 3 季 | 1,630 | $465.6 億 |
| 2021 年第 2 季 | 1,644 | $475.6 億 |
| 2021 年第 1 季 | 1,632 | $466.0 億 |
2023 年第 4 季持有機構
每家機構持有 Duke Energy CORP 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wilkinson Global Asset Management LLC | 9,000 | $87.3 萬 | 0.06% | 00.0% | 不變 |
| BancorpSouth Bank | 9,024 | $87.6 萬 | 0.07% | −1,140−11.2% | 減碼 |
| Wetherby Asset Management Inc | 9,025 | $87.6 萬 | 0.05% | −6,508−41.9% | 減碼 |
| LVW Advisors, LLC | 9,036 | $87.7 萬 | 0.16% | +4,783+112.5% | 加碼 |
| Wambolt & Associates, LLC | 9,041 | $87.7 萬 | 0.29% | −2,284−20.2% | 減碼 |
| Archford Capital Strategies, LLC | 9,056 | $87.9 萬 | 0.16% | −3,953−30.4% | 減碼 |
| Summit Financial Group Inc | 9,082 | $88.1 萬 | 0.34% | +2,390+35.7% | 加碼 |
| Great Lakes Retirement, Inc. | 9,108 | $88.4 萬 | 0.15% | +353+4.0% | 加碼 |
| Gratus Wealth Advisors, LLC | 9,114 | $88.4 萬 | 0.17% | +9,114 | 新進 |
| Trust Co of Virginia | 9,132 | $88.6 萬 | 0.09% | +20.0% | 加碼 |
| Arete Wealth Advisors, LLC | 9,149 | $88.8 萬 | 0.07% | +634+7.4% | 加碼 |
| First Hawaiian Bank | 9,155 | $88.8 萬 | 0.03% | +3,158+52.7% | 加碼 |
| Morningstar Investment Management LLC | 9,192 | $89.2 萬 | 0.10% | −43−0.5% | 減碼 |
| Keudell/Morrison Wealth Management | 9,198 | $89.3 萬 | 0.29% | −150−1.6% | 減碼 |
| Thrive Wealth Management, LLC | 9,213 | $89.4 萬 | 0.20% | −83−0.9% | 減碼 |
| Widmann Financial Services, Inc. | 9,262 | $89.9 萬 | 0.81% | +100+1.1% | 加碼 |
| Portside Wealth Group, LLC | 9,438 | $91.6 萬 | 0.17% | −1,179−11.1% | 減碼 |
| United Bank | 9,445 | $91.7 萬 | 0.12% | 00.0% | 不變 |
| Strategic Wealth Designers | 9,457 | $91.8 萬 | 0.14% | +4,364+85.7% | 加碼 |
| Burkett Financial Services, LLC | 9,512 | $92.3 萬 | 0.51% | +9,512 | 新進 |
| Belpointe Asset Management LLC | 9,537 | $92.5 萬 | 0.08% | +1,150+13.7% | 加碼 |
| Spire Wealth Management | 9,704 | $92.7 萬 | 0.03% | −292−2.9% | 減碼 |
| Novare Capital Management LLC | 9,653 | $93.7 萬 | 0.10% | −2,818−22.6% | 減碼 |
| Hayek Kallen Investment Management | 9,696 | $94.1 萬 | 0.39% | −221−2.2% | 減碼 |
| Vise Technologies, Inc. | 9,712 | $94.2 萬 | 0.20% | −125−1.3% | 減碼 |
| Connectus Wealth, LLC | 9,716 | $94.3 萬 | 0.02% | −739−7.1% | 減碼 |
| SYSTM Wealth Solutions LLC | 9,736 | $94.5 萬 | 0.13% | +4,996+105.4% | 加碼 |
| Haverford Trust Co | 9,745 | $94.6 萬 | 0.01% | −383−3.8% | 減碼 |
| Delta Financial Advisors LLC | 9,796 | $95.1 萬 | 0.41% | −118−1.2% | 減碼 |
| Counterweight Ventures, LLC | 9,816 | $95.3 萬 | 0.87% | +9,816 | 新進 |
| Intrust Bank NA | 9,852 | $95.6 萬 | 0.11% | +1,125+12.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,886 | $95.9 萬 | 0.04% | −331−3.2% | 減碼 |
| Neville Rodie & Shaw Inc | 9,922 | $96.3 萬 | 0.08% | −40−0.4% | 減碼 |
| Allred Capital Management, LLC | 9,944 | $96.5 萬 | 0.42% | +368+3.8% | 加碼 |
| InTrack Investment Management Inc | 9,963 | $96.7 萬 | 0.73% | −320−3.1% | 減碼 |
| Mather Group, LLC. | 9,976 | $96.8 萬 | 0.02% | −1,440−12.6% | 減碼 |
| Chesley Taft & Associates LLC | 9,990 | $96.9 萬 | 0.05% | −325−3.2% | 減碼 |
| Granite Group Advisors, LLC | 10,178 | $97.5 萬 | 0.69% | +10,178 | 新進 |
| Journey Advisory Group, LLC | 10,054 | $97.6 萬 | 0.13% | −156−1.5% | 減碼 |
| Point72 Europe (London) LLP | 10,067 | $97.7 萬 | 0.12% | +10,067 | 新進 |
| Whalerock Point Partners, LLC | 10,077 | $97.8 萬 | 0.30% | +105+1.1% | 加碼 |
| Stableford Capital II LLC | 10,079 | $97.9 萬 | 0.42% | −440−4.2% | 減碼 |
| International Assets Investment Management, LLC | 10,092 | $97.9 萬 | 0.12% | −479−4.5% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 10,102 | $98.1 萬 | 0.25% | +942+10.3% | 加碼 |
| RMR Wealth Builders | 10,118 | $98.2 萬 | 0.14% | +2,507+32.9% | 加碼 |
| Edge Capital Group, LLC | 10,121 | $98.2 萬 | 0.05% | −182−1.8% | 減碼 |
| 9258 Wealth Management, LLC | 10,154 | $98.5 萬 | 0.17% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 10,241 | $99.4 萬 | 0.15% | −306−2.9% | 減碼 |
| Great Valley Advisor Group, Inc. | 10,241 | $99.4 萬 | 0.03% | +1,916+23.0% | 加碼 |
| Mystic Asset Management, Inc. | 10,254 | $99.5 萬 | 0.48% | +495+5.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,283 | $99.8 萬 | 0.09% | +231+2.3% | 加碼 |
| BFSG, LLC | 10,300 | $100.0 萬 | 0.15% | −561−5.2% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 10,318 | $100.1 萬 | 0.75% | −68−0.7% | 減碼 |
| Steward Partners Investment Solutions, LLC | 10,347 | $100.4 萬 | 0.42% | +10,347 | 新進 |
| SeaCrest Wealth Management, LLC | 10,215 | $100.7 萬 | 0.12% | +226+2.3% | 加碼 |
| Continuum Advisory, LLC | 10,453 | $101.4 萬 | 0.14% | +95+0.9% | 加碼 |
| Marcum Wealth, LLC | 10,466 | $101.6 萬 | 0.11% | +1,065+11.3% | 加碼 |
| MSH Capital Advisors LLC | 10,474 | $101.6 萬 | 0.38% | −399−3.7% | 減碼 |
| CNB Bank | 10,530 | $102.2 萬 | 0.55% | −438−4.0% | 減碼 |
| Private Capital Management, LLC | 10,552 | $102.4 萬 | 0.12% | 00.0% | 不變 |
| Summit Global Investments | 10,588 | $102.7 萬 | 0.07% | −1,965−15.7% | 減碼 |
| Confluence Wealth Services, Inc. | 10,626 | $103.1 萬 | 0.11% | +145+1.4% | 加碼 |
| Fisher Asset Management, LLC | 10,637 | $103.2 萬 | 0.00% | +1,580+17.4% | 加碼 |
| Ronald Blue Trust, Inc. | 11,738 | $103.6 萬 | 0.02% | +1,292+12.4% | 加碼 |
| 1st Source Bank | 10,692 | $103.8 萬 | 0.06% | +173+1.6% | 加碼 |
| Chicago Capital, LLC | 10,705 | $103.9 萬 | 0.04% | −545−4.8% | 減碼 |
| Fiduciary Trust Co | 10,706 | $103.9 萬 | 0.02% | −6,874−39.1% | 減碼 |
| Corton Capital Inc. | 10,726 | $104.1 萬 | 0.33% | +10,726 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 10,773 | $104.5 萬 | 0.20% | +807+8.1% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 10,778 | $104.6 萬 | 0.04% | +10,778 | 新進 |
| Schmidt P J Investment Management Inc | 10,932 | $104.8 萬 | 0.21% | −847−7.2% | 減碼 |
| HBK Sorce Advisory LLC | 10,802 | $104.8 萬 | 0.04% | −316−2.8% | 減碼 |
| JBR Co Financial Management Inc | 10,810 | $104.9 萬 | 0.99% | +10,810 | 新進 |
| Arbor Investment Advisors, LLC | 10,815 | $104.9 萬 | 0.16% | −176−1.6% | 減碼 |
| Advisory Alpha, LLC | 10,816 | $105.0 萬 | 0.05% | +489+4.7% | 加碼 |
| Sumitomo Life Insurance Co | 10,871 | $105.5 萬 | 0.03% | −537−4.7% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 10,873 | $105.5 萬 | 0.86% | −438−3.9% | 減碼 |
| NEOS Investment Management LLC | 10,938 | $106.1 萬 | 0.10% | +3,472+46.5% | 加碼 |
| First Manhattan Co | 10,925 | $106.4 萬 | 0.00% | +126+1.2% | 加碼 |
| LMG Wealth Partners, LLC | 10,994 | $106.7 萬 | 0.30% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,100 | $107.7 萬 | 0.04% | +860+8.4% | 加碼 |
| Schechter Investment Advisors, LLC | 11,103 | $107.7 萬 | 0.09% | +173+1.6% | 加碼 |
| Evermay Wealth Management LLC | 11,169 | $108.4 萬 | 0.20% | −2,043−15.5% | 減碼 |
| Welch Group, LLC | 11,180 | $108.5 萬 | 0.06% | +195+1.8% | 加碼 |
| Peoples Financial Services Corp. | 11,305 | $109.7 萬 | 0.48% | −305−2.6% | 減碼 |
| Buckingham Strategic Partners | 11,309 | $109.7 萬 | 0.05% | −5,764−33.8% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 11,378 | $110.4 萬 | 0.60% | +75+0.7% | 加碼 |
| First Dallas Securities Inc. | 11,384 | $110.5 萬 | 0.57% | +11,384 | 新進 |
| Insigneo Advisory Services, LLC | 11,467 | $111.3 萬 | 0.16% | +763+7.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,505 | $111.6 萬 | 0.00% | −1,582−12.1% | 減碼 |
| Sutton Place Investors LLC | 11,513 | $111.7 萬 | 0.81% | +11,513 | 新進 |
| Williams Jones Wealth Management, LLC. | 11,537 | $112.0 萬 | 0.02% | −1,159−9.1% | 減碼 |
| My Legacy Advisors, LLC | 11,565 | $112.4 萬 | 0.41% | −1,041−8.3% | 減碼 |
| Peregrine Asset Advisers, Inc. | 11,590 | $112.5 萬 | 0.55% | −182−1.5% | 減碼 |
| Allen Wealth Management, LLC | 11,621 | $112.8 萬 | 1.10% | +11,621 | 新進 |
| Hamel Associates, Inc. | 11,637 | $112.9 萬 | 0.40% | −3,387−22.5% | 減碼 |
| Biltmore Family Office, LLC | 11,657 | $113.1 萬 | 0.23% | 00.0% | 不變 |
| Taylor Hoffman Wealth Management | 11,727 | $113.8 萬 | 0.51% | −7−0.1% | 減碼 |
| Aviva PLC | 11,739 | $113.9 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of the South | 11,802 | $114.5 萬 | 0.30% | +11,802 | 新進 |