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, 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
- 2,484
- +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
- 827 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 3,790 | $496.0K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,801 | $497.7K | 0.22% | +1,000+35.7% | Added |
| Aspen Grove Capital, LLC | 3,805 | $498.3K | 0.10% | +20+0.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,807 | $498.5K | 0.32% | +3,807 | New |
| Castleview Partners, LLC | 3,808 | $498.6K | 0.26% | +583+18.1% | Added |
| LeConte Wealth Management, LLC | 3,809 | $498.8K | 0.32% | +3,809 | New |
| Diversified Enterprises, LLC | 3,810 | $498.9K | 0.03% | −256−6.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,810 | $498.9K | 0.10% | +744+24.3% | Added |
| Fortress Wealth Group, LLC | 3,799 | $499.2K | 0.19% | +7+0.2% | Added |
| Tiemann Investment Advisors, LLC | 3,820 | $500.2K | 0.20% | +80+2.1% | Added |
| Titleist Asset Management, LLC | 3,827 | $501.0K | 0.04% | +57+1.5% | Added |
| First Nebraska Trust Co | 3,828 | $501.2K | 0.05% | +385+11.2% | Added |
| First Financial Group Corp | 3,829 | $501.5K | 0.41% | −1,600−29.5% | Reduced |
| Secure Asset Management, LLC | 3,838 | $502.6K | 0.08% | +137+3.7% | Added |
| Ferguson Wellman Capital Management, Inc | 3,846 | $503.6K | 0.01% | +305+8.6% | Added |
| Sunbelt Securities, Inc. | 3,852 | $504.4K | 0.03% | −988−20.4% | Reduced |
| Quotient Wealth Partners, LLC | 3,873 | $507.1K | 0.01% | −193−4.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,877 | $508.0K | 0.03% | +2+0.1% | Added |
| Koshinski Asset Management, Inc. | 3,882 | $508.3K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,884 | $508.6K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,889 | $509.2K | 0.02% | +3,889 | New |
| Vista Investment Partners II, LLC | 3,896 | $510.1K | 0.23% | −1,821−31.9% | Reduced |
| Howard Capital Management Inc. | 3,901 | $510.8K | 0.01% | −2,703−40.9% | Reduced |
| Lafayette Investments, Inc. | 3,914 | $512.5K | 0.10% | 00.0% | Unchanged |
| John Boyer, Inc. | 3,918 | $513.2K | 0.51% | +427+12.2% | Added |
| Acorns Advisers, LLC | 3,927 | $514.0K | 0.00% | +395+11.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,954 | $517.8K | 0.08% | +763+23.9% | Added |
| Lantern Wealth Advisors, LLC | 3,959 | $518.4K | 0.27% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,960 | $518.5K | 0.25% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,967 | $519.4K | 0.15% | −22−0.6% | Reduced |
| Fulcrum Equity Management | 3,972 | $520.1K | 0.51% | +25+0.6% | Added |
| Sawgrass Asset Management LLC | 3,979 | $521.0K | 0.08% | +225+6.0% | Added |
| Atlas Wealth Partners, LLC | 3,982 | $521.4K | 0.54% | +300+8.1% | Added |
| Almanack Investment Partners, LLC. | 3,989 | $522.3K | 0.09% | +6+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,003 | $524.2K | 0.05% | +610+18.0% | Added |
| Fairfield, Bush & Co. | 4,024 | $526.9K | 0.29% | +85+2.2% | Added |
| Westmount Partners, LLC | 4,034 | $528.2K | 0.13% | −66−1.6% | Reduced |
| Allegheny Financial Group LTD | 4,044 | $529.6K | 0.07% | +18+0.4% | Added |
| Am Investment Strategies LLC | 4,048 | $530.0K | 0.12% | +391+10.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,048 | $530.0K | 0.26% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 4,053 | $530.7K | 0.23% | +32+0.8% | Added |
| Knollwood Investment Advisory, LLC | 4,055 | $531.0K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,061 | $531.7K | 0.03% | +886+27.9% | Added |
| Park Place Capital Corp | 4,077 | $533.8K | 0.11% | +244+6.4% | Added |
| Douglas Lane & Associates, LLC | 4,079 | $534.1K | 0.01% | −95−2.3% | Reduced |
| McCollum Christoferson Group LLC | 4,079 | $534.1K | 0.16% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,109 | $538.1K | 0.02% | −147−3.5% | Reduced |
| Marathon Capital Management | 4,110 | $538.1K | 0.12% | −31−0.7% | Reduced |
| Terry L. Blaker | 4,129 | $540.7K | 0.02% | −3−0.1% | Reduced |
| Capital Management Associates, Inc | 4,147 | $543.0K | 0.12% | −68−1.6% | Reduced |
| Breakwater Capital Group | 4,148 | $543.1K | 0.07% | +266+6.9% | Added |
| OpenArc Corporate Advisory, LLC | 4,157 | $544.3K | 0.01% | +673+19.3% | Added |
| Oakworth Capital, Inc. | 4,162 | $545.0K | 0.03% | +306+7.9% | Added |
| Agate Pass Investment Management, LLC | 4,164 | $545.2K | 0.21% | −1,033−19.9% | Reduced |
| Associated Banc-Corp | 4,176 | $546.8K | 0.01% | −12−0.3% | Reduced |
| Ironsides Asset Advisors, LLC | 4,177 | $547.0K | 0.14% | +2,441+140.6% | Added |
| Investment Partners Asset Management, Inc. | 4,178 | $547.1K | 0.34% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,190 | $548.6K | 0.13% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,190 | $548.7K | 0.08% | +292+7.5% | Added |
| Citizens Business Bank | 4,218 | $552.3K | 0.09% | −250−5.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,226 | $553.4K | 0.12% | +1,471+53.4% | Added |
| PDS Planning, Inc | 4,232 | $554.2K | 0.04% | +232+5.8% | Added |
| Gilman Hill Asset Management, LLC | 4,236 | $554.7K | 0.08% | −555−11.6% | Reduced |
| Salomon & Ludwin, LLC | 4,196 | $554.8K | 0.05% | −131−3.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4,240 | $555.2K | 0.06% | −100−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,262 | $558.1K | 0.02% | +244+6.1% | Added |
| Archetype Wealth Partners | 4,272 | $559.0K | 0.07% | −976−18.6% | Reduced |
| GeoWealth Management, LLC | 4,272 | $559.3K | 0.02% | +236+5.8% | Added |
| Waddell & Associates, LLC | 4,273 | $559.5K | 0.03% | +600+16.3% | Added |
| Focused Wealth Management, Inc | 4,276 | $559.9K | 0.06% | +434+11.3% | Added |
| Thompson David Blair | 4,279 | $560.3K | 0.32% | −2,390−35.8% | Reduced |
| Beacon Capital Management, LLC | 4,283 | $560.8K | 0.10% | +108+2.6% | Added |
| Impact Partnership Wealth, LLC | 4,287 | $561.3K | 0.07% | −1,022−19.3% | Reduced |
| Kassira Wealth Management LLC | 4,294 | $562.3K | 0.52% | +2,548+145.9% | Added |
| Hodges Capital Management Inc. | 4,346 | $569.1K | 0.05% | −50−1.1% | Reduced |
| TBH Global Asset Management, LLC | 4,355 | $570.2K | 0.11% | −110−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,368 | $571.9K | 0.04% | −559−11.3% | Reduced |
| Aspiriant, LLC | 4,370 | $572.3K | 0.02% | −114−2.5% | Reduced |
| LS Investment Advisors, LLC | 4,395 | $575.5K | 0.09% | −7,050−61.6% | Reduced |
| Saxony Capital Management, LLC | 4,398 | $575.9K | 0.33% | +5+0.1% | Added |
| KPP Advisory Services LLC | 4,409 | $577.3K | 0.08% | +95+2.2% | Added |
| Nikulski Financial, Inc. | 4,416 | $578.2K | 0.14% | +312+7.6% | Added |
| Argus Investors' Counsel, Inc. | 4,448 | $582.4K | 0.52% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,451 | $582.8K | 0.11% | +301+7.3% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $585.8K | 0.41% | 00.0% | Unchanged |
| PFG Advisors | 4,497 | $588.8K | 0.03% | +1,244+38.2% | Added |
| Pinnacle West Asset Management, Inc. | 4,495 | $589.0K | 0.40% | −110−2.4% | Reduced |
| Jmac Enterprises LLC | 4,500 | $589.2K | 0.11% | +400+9.8% | Added |
| One Capital Management, LLC | 4,506 | $590.1K | 0.02% | +345+8.3% | Added |
| Northstar Advisory Group, LLC | 4,528 | $592.9K | 0.23% | −155−3.3% | Reduced |
| Doheny Asset Management | 4,553 | $596.0K | 0.39% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 4,560 | $597.1K | 0.06% | +928+25.6% | Added |
| Bedel Financial Consulting, Inc. | 4,569 | $598.3K | 0.07% | −51−1.1% | Reduced |
| O'Rourke & Company, Inc | 4,575 | $599.0K | 0.24% | +11+0.2% | Added |
| Code Waechter LLC | 4,589 | $600.9K | 0.36% | −257−5.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,591 | $601.1K | 0.32% | +3+0.1% | Added |
| Washington Capital Management Inc | 4,595 | $601.7K | 0.51% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,596 | $601.7K | 0.01% | +982+27.2% | Added |
| Old Port Advisors | 4,597 | $602.0K | 0.14% | −15,729−77.4% | Reduced |
| Thayer Financial, L.L.C. | 4,602 | $602.6K | 0.62% | +752+19.5% | Added |