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Livermore
Livermore
ZHEN

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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.

Other share classesDUKBDUKUDUK.PA

13F holders, Q1 2026

Institutional positions in Duke Energy CORP as of Mar 31, 2026. 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
2,485
+125 vs. Q4 2025
Shares held
541.0M
+84.2M (+18.4%) vs. Q4 2025
Total value
$70.8B
+$17.3B (+32.3%) vs. Q4 2025
New holders
232
1,094 more added
Sold out
107
828 more reduced

40 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 2,485 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2026: $70.8B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2025.

Institutions holding DUK in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$1310.00%−303−99.7%Reduced
Retirement Wealth Solutions LLC1$1310.00%+1New
Nvest Wealth Strategies, Inc.4$5240.00%+4New
3 Factor Indexing, LLC4$5240.00%+4New
Y.D. More Investments Ltd2,031$8400.00%+190+10.3%Added
HFM Investment Advisors, LLC7$9170.00%+2+40.0%Added
Strive Financial Group ,LLC10$1.00K0.00%00.0%Unchanged
Phillip James Consulting Co.7$1.00K0.00%+7New
Breakwater Investment Management8$1.05K0.00%+8New
Strengthening Families & Communities, LLC8$1.06K0.00%−10−55.6%Reduced
TopTier Wealth Management, LLC9$1.18K0.00%+9New
Picton Mahoney Asset Management10$1.31K0.00%00.0%Unchanged
Anfield Capital Management, LLC12$1.57K0.00%−367−96.8%Reduced
Napier Financial, LLC13$1.70K0.00%+13New
DecisionPoint Financial, LLC14$1.83K0.00%−25−64.1%Reduced
Minot DeBlois Advisors LLC15$1.96K0.00%−10−40.0%Reduced
Curio Wealth, LLC15$1.96K0.00%−2−11.8%Reduced
Mountain Hill Investment Partners Corp.16$2.05K0.00%00.0%Unchanged
Osbon Capital Management LLC16$2.10K0.00%00.0%Unchanged
Torren Management, LLC19$2.49K0.00%−795−97.7%Reduced
Atlas Capital Advisors LLC21$2.75K0.00%+14+200.0%Added
Quaker Wealth Management, LLC22$2.88K0.00%−20−47.6%Reduced
Operose Advisors LLC22$2.88K0.00%+22New
Harvest Fund Management Co., Ltd23$3.00K0.00%00.0%Unchanged
1015 Capital Partners, LLC24$3.14K0.00%+2+9.1%Added
Arlington Trust Co LLC24$3.14K0.00%+24New
DiNuzzo Private Wealth, Inc.26$3.40K0.00%00.0%Unchanged
Clayton Financial Group LLC26$3.40K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC28$3.67K0.00%+28New
JDM Financial Group LLC30$3.93K0.00%00.0%Unchanged
Team Financial Group, LLC31$4.04K0.00%00.0%Unchanged
Mosley Wealth Management33$4.12K0.00%+33New
WestEnd Advisors, LLC34$4.45K0.00%−55−61.8%Reduced
Consultiva Wealth Management, Corp.34$4.45K0.01%00.0%Unchanged
PayPay Securities Corp35$4.50K0.16%−8−18.6%Reduced
Atomic Invest LLC34$4.52K0.00%−61−64.2%Reduced
HighMark Wealth Management LLC37$4.84K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC40$5.24K0.00%00.0%Unchanged
Centiva Capital, LP40$5.24K0.00%+40New
Greykasell Wealth Strategies, Inc.41$5.37K0.00%+41New
Clean Yield Group42$5.50K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC43$5.63K0.00%−87−66.9%Reduced
Transce3nd, LLC43$5.63K0.05%−7−14.0%Reduced
Rialto Wealth Management, LLC43$5.63K0.00%+19+79.2%Added
Ogorek Anthony Joseph52$6.00K0.00%+7+15.6%Added
Principia Wealth Advisory, LLC46$6.02K0.00%+6+15.0%Added
Three Bearings Fiduciary Advisors, Inc.47$6.16K0.01%00.0%Unchanged
Granite FO LLC50$6.55K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.50$6.55K0.00%00.0%Unchanged
Davis Asset Management, L.P.54$7.07K0.00%+54New
Ironwood Wealth Management, Inc.54$7.18K0.00%+54New
Stone House Investment Management, LLC55$7.20K0.00%00.0%Unchanged
Valued Wealth Advisors LLC57$7.52K0.00%+45+375.0%Added
Penserra Capital Management LLC66$8.00K0.00%00.0%Unchanged
MRP Capital Investments, LLC63$8.25K0.01%00.0%Unchanged
Seneschal Advisors, LLC65$8.51K0.01%00.0%Unchanged
Hurley Capital, LLC66$8.58K0.00%+66New
Clark Wealth Partners67$8.77K0.01%+17+34.0%Added
IMA Wealth, Inc.68$8.90K0.00%+12+21.4%Added
Mowery & Schoenfeld Wealth Management, LLC70$9.17K0.01%−210−75.0%Reduced
Bay Harbor Wealth Management, LLC71$9.30K0.00%+23+47.9%Added
Aspect Partners, LLC73$9.56K0.00%00.0%Unchanged
Investors Portfolio Services LLC74$9.71K0.01%+4+5.7%Added
Cedar Mountain Advisors, LLC75$9.82K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.78$10.2K0.01%00.0%Unchanged
Maseco LLP78$10.2K0.00%−15−16.1%Reduced
Brown, Lisle/Cummings, Inc.79$10.3K0.00%+79New
Thompson Investment Management, Inc.80$10.5K0.00%+36+81.8%Added
Magnolia Wealth Management, LLC80$10.5K0.01%+80New
Lloyd Advisory Services, LLC.84$11.0K0.00%−2,681−97.0%Reduced
Kingdom Financial Group LLC.84$11.0K0.00%−199−70.3%Reduced
Portus Wealth Advisors, LLC84$11.0K0.01%+84New
North Ridge Wealth Advisors, Inc.84$11.1K0.01%+84New
Rakuten Securities, Inc.86$11.3K0.00%−79−47.9%Reduced
Burk Holdings LLC86$11.3K0.00%+86New
Rachor Investment Advisory Services, LLC87$11.4K0.01%00.0%Unchanged
Entrust Financial LLC91$11.9K0.01%00.0%Unchanged
Guinness Atkinson Asset Management Inc93$12.2K0.01%00.0%Unchanged
Elevated Capital Advisors, LLC99$13.0K0.00%−21−17.5%Reduced
Rocky Mountain Advisers, LLC100$13.1K0.00%−55−35.5%Reduced
Lavaca Capital LLC100$13.1K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$13.1K0.01%00.0%Unchanged
Graney & King, LLC100$13.1K0.01%00.0%Unchanged
Trask Adam Roland100$13.1K0.01%+100New
General Partner, Inc.101$13.2K0.01%00.0%Unchanged
WealthCollab, LLC102$13.4K0.01%00.0%Unchanged
Davis Capital Management102$13.4K0.01%+11+12.1%Added
Comprehensive Financial Planning, Inc.104$13.6K0.01%00.0%Unchanged
Core Alternative Capital104$13.6K0.00%00.0%Unchanged
Imprint Wealth LLC107$14.0K0.06%00.0%Unchanged
Red Tortoise LLC109$14.3K0.01%00.0%Unchanged
Park Square Financial Group, LLC110$14.4K0.11%−43−28.1%Reduced
J.Safra Asset Management Corp110$14.4K0.00%00.0%Unchanged
Acima Private Wealth, LLC110$14.4K0.00%00.0%Unchanged
Sankala Group LLC112$14.7K0.01%00.0%Unchanged
Protective Life Corp116$15.2K0.05%+116New
Chesapeake Asset Management LLC119$15.6K0.01%00.0%Unchanged
TD Capital Management LLC121$15.8K0.00%−61−33.5%Reduced
Sfam, LLC129$16.9K0.02%00.0%Unchanged
SIMA Wealth Partners, LLC129$16.9K0.01%−129−50.0%Reduced