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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 4,607 | $603.0K | 0.02% | −546−10.6% | Reduced |
| Patton Albertson Miller Group, LLC | 4,607 | $603.2K | 0.07% | −201−4.2% | Reduced |
| Princeton Capital Management LLC | 4,618 | $604.7K | 0.16% | −23−0.5% | Reduced |
| Bank of Jackson Hole Trust | 4,619 | $604.8K | 0.29% | +470+11.3% | Added |
| Radnor Capital Management, LLC | 4,626 | $605.7K | 0.09% | 00.0% | Unchanged |
| Denali Advisors LLC | 4,636 | $607.0K | 0.07% | +105+2.3% | Added |
| Zacks Investment Management | 4,665 | $610.8K | 0.00% | −1,247−21.1% | Reduced |
| Marathon Strategic Advisors, LLC | 4,666 | $611.0K | 0.44% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,668 | $611.0K | 0.03% | −3,130−40.1% | Reduced |
| Asset Advisors Investment Management, LLC | 4,673 | $611.9K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,673 | $611.9K | 0.06% | +527+12.7% | Added |
| Southland Equity Partners LLC | 4,679 | $612.7K | 0.12% | −19−0.4% | Reduced |
| Bridgewater Advisors Inc. | 5,540 | $614.3K | 0.04% | +41+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 4,719 | $618.0K | 0.03% | −215−4.4% | Reduced |
| Blue Fin Capital, Inc. | 4,720 | $618.1K | 0.10% | 00.0% | Unchanged |
| Optas, LLC | 4,748 | $621.7K | 0.09% | +867+22.3% | Added |
| Ashton Thomas Securities, LLC | 4,749 | $621.8K | 0.08% | −883−15.7% | Reduced |
| Huber Capital Management LLC | 4,770 | $624.6K | 0.10% | −3,447−41.9% | Reduced |
| MJP Associates Inc | 4,772 | $624.9K | 0.08% | −685−12.6% | Reduced |
| HighPoint Advisor Group LLC | 4,774 | $625.1K | 0.03% | −27,801−85.3% | Reduced |
| Level Wealth Management LLC | 4,775 | $625.3K | 0.29% | +91+1.9% | Added |
| Probity Advisors, Inc. | 4,780 | $625.9K | 0.10% | −217−4.3% | Reduced |
| Petra Financial Advisors Inc | 4,780 | $626.0K | 0.39% | −323−6.3% | Reduced |
| Adirondack Trust Co | 4,786 | $626.7K | 0.21% | −204−4.1% | Reduced |
| Destination Wealth Management | 4,788 | $627.0K | 0.02% | +344+7.7% | Added |
| RB Capital Management, LLC | 4,789 | $627.1K | 0.13% | +106+2.3% | Added |
| Intrua Financial, LLC | 4,791 | $627.4K | 0.07% | −280−5.5% | Reduced |
| Centaurus Financial, Inc. | 4,793 | $628.0K | 0.03% | −89−1.8% | Reduced |
| Investment Advisory Services Inc | 4,809 | $629.7K | 0.20% | −14−0.3% | Reduced |
| Wolff Financial Management LLC | 4,810 | $629.8K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 4,811 | $630.0K | 0.04% | −190−3.8% | Reduced |
| Roberts Glore & Co Inc | 4,817 | $630.7K | 0.17% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 4,817 | $630.8K | 0.02% | +559+13.1% | Added |
| Bridges Investment Management Inc | 4,824 | $631.7K | 0.01% | −312−6.1% | Reduced |
| NBT Bank N A | 4,834 | $633.0K | 0.04% | −255−5.0% | Reduced |
| Tyche Wealth Partners LLC | 4,834 | $633.0K | 0.10% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,840 | $633.7K | 0.04% | −50−1.0% | Reduced |
| D.B. Root & Company, LLC | 4,844 | $634.3K | 0.15% | +84+1.8% | Added |
| Busey Wealth Management | 4,854 | $635.6K | 0.02% | −976−16.7% | Reduced |
| Marshall Financial Group LLC | 4,869 | $637.5K | 0.10% | −1,156−19.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 4,881 | $639.3K | 0.56% | −10,711−68.7% | Reduced |
| Southeast Asset Advisors Inc. | 4,903 | $642.0K | 0.07% | +7+0.1% | Added |
| Uhlmann Price Securities, LLC | 5,056 | $644.0K | 0.04% | +5,056 | New |
| Rogco, LP | 4,921 | $644.4K | 0.22% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,926 | $645.1K | 0.04% | +1,606+48.4% | Added |
| Calamos Wealth Management LLC | 4,934 | $646.1K | 0.02% | +825+20.1% | Added |
| Holistic Planning, LLC | 4,957 | $649.1K | 0.13% | +386+8.4% | Added |
| SeaCrest Wealth Management, LLC | 4,960 | $649.5K | 0.07% | −35−0.7% | Reduced |
| Walker Asset Management, LLC | 4,973 | $651.2K | 0.35% | +85+1.7% | Added |
| Hudock, Inc. | 4,982 | $652.4K | 0.10% | +220+4.6% | Added |
| Childress Capital Advisors, LLC | 4,993 | $653.9K | 0.12% | +162+3.4% | Added |
| Aegis Wealth Management LLC | 4,999 | $654.6K | 0.37% | −1,044−17.3% | Reduced |
| TruWealth Advisors, LLC | 4,999 | $654.6K | 0.03% | +69+1.4% | Added |
| Broyhill Asset Management | 5,003 | $655.1K | 0.64% | 00.0% | Unchanged |
| Headinvest, LLC | 5,023 | $657.7K | 0.13% | −55−1.1% | Reduced |
| White Pine Capital LLC | 5,033 | $659.0K | 0.18% | +1,365+37.2% | Added |
| Greatmark Investment Partners, Inc. | 5,045 | $660.6K | 0.08% | +149+3.0% | Added |
| Pettinga Financial Advisors, LLC | 5,050 | $661.2K | 0.12% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,123 | $670.8K | 0.02% | +5,123 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5,143 | $673.5K | 0.11% | +496+10.7% | Added |
| Bill Few Associates, Inc. | 5,147 | $674.0K | 0.16% | +24+0.5% | Added |
| Hendershot Investments Inc. | 5,153 | $674.7K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,163 | $676.0K | 0.04% | +3,851+293.5% | Added |
| Firethorn Wealth Partners, LLC | 5,170 | $677.0K | 0.25% | +1,098+27.0% | Added |
| Aspen Investment Management Inc | 5,188 | $679.0K | 0.21% | +27+0.5% | Added |
| HHM Wealth Advisors, LLC | 5,203 | $681.3K | 0.08% | +203+4.1% | Added |
| St. Louis Trust Co | 5,207 | $681.8K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 5,210 | $682.2K | 0.24% | +351+7.2% | Added |
| Indie Asset Partners, LLC | 5,218 | $683.2K | 0.78% | −12,715−70.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,223 | $683.9K | 0.10% | +86+1.7% | Added |
| XML Financial, LLC | 5,232 | $685.1K | 0.06% | −28−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 5,234 | $685.3K | 0.04% | +251+5.0% | Added |
| Live Oak Investment Partners | 5,235 | $685.5K | 0.40% | +958+22.4% | Added |
| New Republic Capital, LLC | 5,242 | $686.3K | 0.23% | −2,398−31.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5,249 | $687.3K | 0.60% | −72−1.4% | Reduced |
| Hantz Financial Services, Inc. | 5,255 | $688.0K | 0.01% | +881+20.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,266 | $689.5K | 0.19% | −734−12.2% | Reduced |
| Accurate Wealth Management, LLC | 5,229 | $689.7K | 0.08% | +556+11.9% | Added |
| Wilkins Investment Counsel Inc | 5,309 | $695.2K | 0.10% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,320 | $696.6K | 0.01% | +7+0.1% | Added |
| First Financial Bank - Trust Division | 5,330 | $697.9K | 0.06% | −4−0.1% | Reduced |
| Cordatus Wealth Management LLC | 5,332 | $698.0K | 0.17% | +152+2.9% | Added |
| SBI Securities Co., Ltd. | 5,332 | $698.2K | 0.02% | −356−6.3% | Reduced |
| Crewe Advisors LLC | 5,361 | $702.0K | 0.06% | +60+1.1% | Added |
| BCGM Wealth Management, LLC | 5,363 | $702.2K | 0.18% | +10+0.2% | Added |
| Dogwood Wealth Management LLC | 5,378 | $704.2K | 0.31% | −1,751−24.6% | Reduced |
| Palisade Capital Management LLC | 5,379 | $704.3K | 0.02% | +2,493+86.4% | Added |
| Tudor Financial Inc. | 5,405 | $707.7K | 0.36% | +5+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 5,405 | $707.8K | 0.29% | −11−0.2% | Reduced |
| Waterloo Capital, L.P. | 5,428 | $710.8K | 0.05% | +5,428 | New |
| Venturi Wealth Management, LLC | 5,440 | $712.3K | 0.03% | +486+9.8% | Added |
| TrueWealth Advisors, LLC | 5,445 | $712.9K | 0.18% | +1,246+29.7% | Added |
| MEMBERS Trust Co | 5,453 | $714.0K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,465 | $715.6K | 0.07% | +447+8.9% | Added |
| CVA Family Office, LLC | 5,469 | $716.1K | 0.08% | +386+7.6% | Added |
| Decker Wealth Management LLC | 5,476 | $717.0K | 0.16% | 00.0% | Unchanged |
| PCM Encore, LLC | 5,489 | $718.8K | 0.15% | +327+6.3% | Added |
| E&G Advisors, LP | 5,509 | $721.3K | 0.16% | +4+0.1% | Added |
| High Point Wealth Management, LLC | 5,514 | $722.0K | 0.70% | +174+3.3% | Added |
| Palogic Value Management, L.P. | 5,537 | $725.0K | 0.32% | 00.0% | Unchanged |