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 |
|---|---|---|---|---|---|
| Lantern Wealth Advisors, LLC | 4,642 | $45.0 萬 | 0.35% | +4,642 | 新進 |
| World Equity Group, Inc. | 4,648 | $45.1 萬 | 0.09% | −925−16.6% | 減碼 |
| Traphagen Investment Advisors LLC | 4,674 | $45.4 萬 | 0.05% | +20.0% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 4,676 | $45.4 萬 | 0.03% | +15+0.3% | 加碼 |
| Accurate Wealth Management, LLC | 4,677 | $45.4 萬 | 0.14% | −329−6.6% | 減碼 |
| Oracle Alpha Inc. | 4,691 | $45.5 萬 | 0.59% | +4,691 | 新進 |
| Enterprise Financial Services Corp | 4,694 | $45.6 萬 | 0.28% | −776−14.2% | 減碼 |
| Waddell & Associates, LLC | 4,698 | $45.6 萬 | 0.06% | +66+1.4% | 加碼 |
| Rollins Financial Advisors, LLC | 4,710 | $45.7 萬 | 0.10% | +4,710 | 新進 |
| Heritage Wealth Advisors | 4,730 | $45.9 萬 | 0.02% | +261+5.8% | 加碼 |
| OneAscent Wealth Management LLC | 4,762 | $46.2 萬 | 0.18% | +1,226+34.7% | 加碼 |
| MWA Asset Management | 4,770 | $46.3 萬 | 0.38% | −4,485−48.5% | 減碼 |
| Symmetry Partners, LLC | 4,781 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 4,795 | $46.5 萬 | 0.11% | +17+0.4% | 加碼 |
| Andra AP-fonden | 4,800 | $46.6 萬 | 0.02% | +3,900+433.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 4,801 | $46.6 萬 | 0.31% | +4,801 | 新進 |
| Kure Advisory, LLC | 4,803 | $46.6 萬 | 0.24% | +34+0.7% | 加碼 |
| Wolff Financial Management LLC | 4,810 | $46.7 萬 | 0.14% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,814 | $46.7 萬 | 0.03% | +2,453+103.9% | 加碼 |
| Saxony Capital Management, LLC | 4,819 | $46.8 萬 | 0.62% | +4,819 | 新進 |
| Walker Asset Management, LLC | 4,824 | $46.8 萬 | 0.34% | +4,824 | 新進 |
| Beese Fulmer Investment Management, Inc. | 4,832 | $46.9 萬 | 0.05% | +199+4.3% | 加碼 |
| Tyche Wealth Partners LLC | 4,837 | $46.9 萬 | 0.11% | +4,837 | 新進 |
| Silverlake Wealth Management LLC | 4,839 | $47.0 萬 | 0.26% | +4+0.1% | 加碼 |
| Field & Main Bank | 4,840 | $47.0 萬 | 0.20% | +285+6.3% | 加碼 |
| Spinnaker Trust | 4,850 | $47.1 萬 | 0.03% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 4,853 | $47.1 萬 | 0.25% | −1,398−22.4% | 減碼 |
| Consolidated Planning Corp | 4,884 | $47.4 萬 | 0.09% | −3,621−42.6% | 減碼 |
| CWS Financial Advisors, LLC | 4,896 | $47.5 萬 | 0.18% | +14+0.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 4,913 | $47.7 萬 | 0.12% | −567−10.3% | 減碼 |
| First National Advisers, LLC | 4,918 | $47.7 萬 | 0.14% | +1,792+57.3% | 加碼 |
| Hodges Capital Management Inc. | 4,931 | $47.9 萬 | 0.03% | −2,016−29.0% | 減碼 |
| Conning Inc. | 4,938 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 4,938 | $47.9 萬 | 0.28% | +897+22.2% | 加碼 |
| Golden State Equity Partners | 4,950 | $48.0 萬 | 0.12% | −921−15.7% | 減碼 |
| Concord Asset Management, LLC | 4,970 | $48.2 萬 | 0.14% | +2,463+98.2% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 4,978 | $48.3 萬 | 0.10% | +4,978 | 新進 |
| EverSource Wealth Advisors, LLC | 4,979 | $48.3 萬 | 0.04% | +1,864+59.8% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 5,014 | $48.7 萬 | 0.20% | +352+7.6% | 加碼 |
| Burke & Herbert Bank & Trust Co | 5,020 | $48.7 萬 | 0.35% | 00.0% | 不變 |
| Carmichael Hill & Associates, Inc. | 5,030 | $48.8 萬 | 0.22% | +209+4.3% | 加碼 |
| KLCM Advisors, Inc. | 5,037 | $48.9 萬 | 0.08% | −43−0.8% | 減碼 |
| Hendershot Investments Inc. | 5,046 | $49.0 萬 | 0.08% | −27−0.5% | 減碼 |
| Gateway Investment Advisers LLC | 5,055 | $49.1 萬 | 0.01% | −314−5.8% | 減碼 |
| First Trust Investment Solutions L.P. | 5,075 | $49.2 萬 | 0.10% | +5,075 | 新進 |
| Midland Wealth Advisors LLC | 5,081 | $49.3 萬 | 0.03% | +5,081 | 新進 |
| Financial Security Advisor, Inc. | 5,128 | $49.8 萬 | 0.20% | −466−8.3% | 減碼 |
| Apexium Financial, LP | 5,132 | $49.8 萬 | 0.04% | +50+1.0% | 加碼 |
| MEMBERS Trust Co | 5,149 | $49.9 萬 | 0.01% | −104−2.0% | 減碼 |
| Flaharty Asset Management, LLC | 5,146 | $49.9 萬 | 0.08% | −125−2.4% | 減碼 |
| Ategra Capital Management, LLC | 5,149 | $50.0 萬 | 0.22% | +3+0.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 5,150 | $50.0 萬 | 0.03% | −1,518−22.8% | 減碼 |
| Gunn & Co Investment Management, Inc. | 5,150 | $50.0 萬 | 0.03% | +5,150 | 新進 |
| Advisor OS, LLC | 5,164 | $50.1 萬 | 0.07% | +1,204+30.4% | 加碼 |
| Clarius Group, LLC | 5,165 | $50.1 萬 | 0.04% | −611−10.6% | 減碼 |
| Cedrus LLC | 5,167 | $50.1 萬 | 0.31% | −840−14.0% | 減碼 |
| Buttonwood Financial Advisors Inc. | 5,184 | $50.3 萬 | 0.27% | −279−5.1% | 減碼 |
| Fiera Capital Corp | 5,200 | $50.5 萬 | 0.00% | +5,200 | 新進 |
| Fidelity D & D Bancorp Inc | 5,206 | $50.5 萬 | 0.39% | −183−3.4% | 減碼 |
| Octavia Wealth Advisors, LLC | 5,214 | $50.6 萬 | 0.09% | −1,375−20.9% | 減碼 |
| Aspen Investment Management Inc | 5,236 | $50.8 萬 | 0.28% | −33−0.6% | 減碼 |
| Hills Bank & Trust Co | 5,239 | $50.8 萬 | 0.05% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 5,246 | $50.9 萬 | 0.15% | −77−1.4% | 減碼 |
| First Financial Corp | 5,251 | $51.0 萬 | 0.26% | −1,359−20.6% | 減碼 |
| CVA Family Office, LLC | 5,261 | $51.1 萬 | 0.10% | +596+12.8% | 加碼 |
| BCGM Wealth Management, LLC | 5,262 | $51.1 萬 | 0.21% | +12+0.2% | 加碼 |
| Invesco, LLC | 5,279 | $51.2 萬 | 0.24% | −111−2.1% | 減碼 |
| Personal Cfo Solutions, LLC | 5,290 | $51.3 萬 | 0.09% | +91+1.8% | 加碼 |
| Everhart Financial Group, Inc. | 5,306 | $51.5 萬 | 0.18% | +1,218+29.8% | 加碼 |
| Wendell David Associates Inc | 5,314 | $51.6 萬 | 0.06% | 00.0% | 不變 |
| Associated Banc-Corp | 5,322 | $51.6 萬 | 0.02% | −113−2.1% | 減碼 |
| Parkside Financial Bank & Trust | 5,339 | $51.8 萬 | 0.09% | +1,012+23.4% | 加碼 |
| Concord Wealth Partners | 5,349 | $51.9 萬 | 0.10% | −1,511−22.0% | 減碼 |
| Arlington Trust Co LLC | 5,349 | $51.9 萬 | 0.15% | +5,349 | 新進 |
| Legacy Financial Advisors, Inc. | 5,357 | $52.0 萬 | 0.10% | +235+4.6% | 加碼 |
| Dover Advisors, LLC | 5,365 | $52.1 萬 | 0.68% | −334−5.9% | 減碼 |
| Lake Street Advisors Group, LLC | 5,376 | $52.2 萬 | 0.03% | +5,376 | 新進 |
| Brandywine Oak Private Wealth LLC | 5,379 | $52.2 萬 | 0.06% | −50−0.9% | 減碼 |
| Icon Advisers Inc | 5,400 | $52.4 萬 | 0.12% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 5,415 | $52.5 萬 | 0.04% | +276+5.4% | 加碼 |
| L.M. Kohn & Company | 5,412 | $52.5 萬 | 0.17% | +10.0% | 加碼 |
| Argus Investors' Counsel, Inc. | 5,470 | $53.1 萬 | 0.34% | 00.0% | 不變 |
| Allen Capital Group, LLC | 5,471 | $53.1 萬 | 0.09% | +323+6.3% | 加碼 |
| Princeton Capital Management LLC | 5,498 | $53.3 萬 | 0.21% | −114−2.0% | 減碼 |
| Day & Ennis, LLC | 5,523 | $53.6 萬 | 0.19% | +34+0.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 5,533 | $53.7 萬 | 0.03% | +1,011+22.4% | 加碼 |
| Palogic Value Management, L.P. | 5,537 | $53.7 萬 | 0.24% | 00.0% | 不變 |
| Brighton Jones LLC | 5,542 | $53.8 萬 | 0.02% | +350+6.7% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,545 | $53.8 萬 | 0.03% | −669−10.8% | 減碼 |
| United Bank | 5,551 | $53.9 萬 | 0.30% | −1,008−15.4% | 減碼 |
| LBMC Investment Advisors, LLC | 5,579 | $54.1 萬 | 0.05% | −369−6.2% | 減碼 |
| RB Capital Management, LLC | 5,591 | $54.3 萬 | 0.16% | −284−4.8% | 減碼 |
| Bowen Hanes & Co Inc | 5,593 | $54.3 萬 | 0.02% | 00.0% | 不變 |
| E&G Advisors, LP | 5,600 | $54.3 萬 | 0.19% | −100−1.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 5,610 | $54.4 萬 | 0.04% | +699+14.2% | 加碼 |
| Wellington Shields & Co., LLC | 5,611 | $54.5 萬 | 0.20% | +6+0.1% | 加碼 |
| Ethic Inc. | 5,613 | $54.5 萬 | 0.02% | −3,181−36.2% | 減碼 |
| Firethorn Wealth Partners, LLC | 5,619 | $54.5 萬 | 0.36% | +574+11.4% | 加碼 |
| LifePlan Financial, LLC | 5,629 | $54.6 萬 | 0.55% | +5,629 | 新進 |
| Busey Wealth Management | 5,664 | $55.0 萬 | 0.02% | −1,781−23.9% | 減碼 |