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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 5,553 | $727.1K | 0.28% | +125+2.3% | Added |
| Independence Bank of Kentucky | 5,560 | $728.0K | 0.09% | −110−1.9% | Reduced |
| Corsicana & Co. | 6,000 | $731.8K | 0.46% | −84−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 5,592 | $732.2K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,648 | $739.5K | 0.05% | +147+2.7% | Added |
| Charter Trust Co | 5,648 | $739.5K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 5,664 | $741.6K | 0.01% | −61−1.1% | Reduced |
| SageView Advisory Group, LLC | 5,666 | $742.0K | 0.03% | −13,533−70.5% | Reduced |
| JFS Wealth Advisors, LLC | 5,668 | $742.1K | 0.04% | −169−2.9% | Reduced |
| Fortem Financial Group, LLC | 5,670 | $742.4K | 0.19% | +2,270+66.8% | Added |
| Silverlake Wealth Management LLC | 5,680 | $743.7K | 0.16% | +5+0.1% | Added |
| Kuhn & Co Investment Counsel | 5,680 | $743.7K | 0.48% | +4+0.1% | Added |
| Premier Path Wealth Partners, LLC | 5,716 | $748.4K | 0.10% | +693+13.8% | Added |
| Roundview Capital LLC | 5,719 | $748.9K | 0.05% | −342−5.6% | Reduced |
| Monetary Management Group Inc | 5,733 | $750.7K | 0.18% | 00.0% | Unchanged |
| Alerus Financial NA | 5,748 | $752.6K | 0.04% | +4,594+398.1% | Added |
| Wellington Shields & Co., LLC | 5,749 | $752.7K | 0.19% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 5,680 | $753.0K | 0.01% | +1,480+35.2% | Added |
| Glen Eagle Advisors, LLC | 5,753 | $753.3K | 0.11% | −112−1.9% | Reduced |
| Golden State Wealth Management, LLC | 5,753 | $753.3K | 0.08% | −591−9.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,763 | $754.7K | 0.18% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,784 | $757.4K | 0.11% | +137+2.4% | Added |
| Cfo Capital Management LLC | 5,793 | $763.0K | 0.63% | −50−0.9% | Reduced |
| Register Financial Advisors LLC | 5,829 | $763.3K | 0.28% | +562+10.7% | Added |
| Goepper Burkhardt LLC | 5,832 | $763.6K | 0.26% | −620−9.6% | Reduced |
| Visionary Horizons, LLC | 5,834 | $764.0K | 0.38% | −334−5.4% | Reduced |
| Monument Capital Management | 5,852 | $766.3K | 0.19% | −608−9.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,861 | $767.4K | 0.06% | +2,703+85.6% | Added |
| Avestar Capital, LLC | 5,861 | $767.5K | 0.05% | +715+13.9% | Added |
| McMillan Office, Inc. | 5,865 | $768.0K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,879 | $769.8K | 0.02% | +99+1.7% | Added |
| Stephenson National Bank & Trust | 5,904 | $773.1K | 0.22% | −46−0.8% | Reduced |
| Arbor Investment Advisors, LLC | 5,915 | $774.5K | 0.10% | +2,067+53.7% | Added |
| NorthRock Partners, LLC | 5,917 | $774.9K | 0.01% | −427−6.7% | Reduced |
| CacheTech Inc. | 5,931 | $776.6K | 0.15% | +2,954+99.2% | Added |
| Wealth Management Associates, Inc. | 5,933 | $776.9K | 0.27% | −80−1.3% | Reduced |
| Finward Bancorp | 5,943 | $778.2K | 0.62% | 00.0% | Unchanged |
| Spinnaker Trust | 6,017 | $787.9K | 0.04% | +466+8.4% | Added |
| NWF Advisory Services Inc. | 6,020 | $788.3K | 0.09% | +146+2.5% | Added |
| Waters Parkerson & Co., LLC | 6,022 | $788.5K | 0.04% | 00.0% | Unchanged |
| Tannin Capital LLC | 6,034 | $790.1K | 0.57% | +290+5.0% | Added |
| United Bank | 6,040 | $790.9K | 0.26% | −49−0.8% | Reduced |
| Mitchell Sinkler & Starr | 6,051 | $792.3K | 0.37% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 6,052 | $792.4K | 0.43% | +78+1.3% | Added |
| Parkside Financial Bank & Trust | 6,063 | $793.9K | 0.06% | −178−2.9% | Reduced |
| First National Bank & Trust Co of Newtown | 6,066 | $794.3K | 0.17% | −879−12.7% | Reduced |
| Moody National Bank Trust Division | 6,115 | $800.7K | 0.08% | +41+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 6,131 | $802.8K | 0.33% | −7−0.1% | Reduced |
| Northwest Bancshares, Inc. | 6,132 | $802.9K | 0.16% | −25−0.4% | Reduced |
| Northstar Financial Companies, Inc. | 6,144 | $804.5K | 0.64% | −4,053−39.7% | Reduced |
| Bearing Point Capital, LLC | 6,151 | $805.4K | 0.13% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 6,163 | $807.0K | 0.78% | +45+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,167 | $807.5K | 0.04% | −103−1.6% | Reduced |
| McDaniel Terry & Co | 6,168 | $807.6K | 0.07% | +15+0.2% | Added |
| Financial Management Professionals, Inc. | 6,182 | $809.4K | 0.09% | +66+1.1% | Added |
| Keel Point, LLC | 6,188 | $810.3K | 0.05% | −282−4.4% | Reduced |
| Future Financial Wealth Managment LLC | 6,336 | $810.9K | 0.52% | +24+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,205 | $812.4K | 0.05% | −882−12.4% | Reduced |
| Grant Private Wealth Management Inc | 6,231 | $815.9K | 0.43% | +1,459+30.6% | Added |
| Bank of New Hampshire | 6,255 | $819.0K | 0.19% | +220+3.6% | Added |
| Capital Advisors Inc | 6,258 | $819.4K | 0.01% | −563−8.3% | Reduced |
| Armstrong Advisory Group, Inc | 6,261 | $819.8K | 0.05% | −104−1.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,271 | $821.1K | 0.15% | −5,033−44.5% | Reduced |
| Spinnaker Investment Group, LLC | 6,290 | $823.6K | 0.17% | −7−0.1% | Reduced |
| Gateway Investment Advisers LLC | 6,291 | $823.7K | 0.01% | +1,655+35.7% | Added |
| Garrett Wealth Advisory Group, LLC | 6,296 | $824.4K | 0.15% | +532+9.2% | Added |
| Edgewood Management LLC | 6,302 | $825.2K | 0.01% | 00.0% | Unchanged |
| United Bank | 6,305 | $825.6K | 0.11% | −240−3.7% | Reduced |
| MCF Advisors LLC | 6,306 | $825.7K | 0.04% | +2,097+49.8% | Added |
| Diligent Investors, LLC | 6,309 | $826.1K | 0.20% | −70−1.1% | Reduced |
| Diversified Management Inc | 6,331 | $829.0K | 0.14% | +6,331 | New |
| Bowen Hanes & Co Inc | 6,343 | $830.6K | 0.02% | −800−11.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,347 | $831.0K | 0.68% | −12−0.2% | Reduced |
| Trust Point Inc. | 6,351 | $831.6K | 0.07% | +1,718+37.1% | Added |
| Keudell/Morrison Wealth Management | 6,356 | $832.3K | 0.17% | −4−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 6,362 | $833.0K | 0.03% | +693+12.2% | Added |
| John G Ullman & Associates Inc | 6,403 | $838.4K | 0.11% | −77−1.2% | Reduced |
| Finivi Inc. | 6,407 | $838.9K | 0.46% | +934+17.1% | Added |
| Calton & Associates, Inc. | 6,412 | $839.6K | 0.12% | +7+0.1% | Added |
| 3Chopt Investment Partners, LLC | 6,415 | $840.0K | 0.19% | +160+2.6% | Added |
| Cornerstone Advisory, LLC | 6,416 | $840.1K | 0.08% | +586+10.1% | Added |
| Strategic Wealth Partners, Ltd. | 6,420 | $840.6K | 0.06% | −46,325−87.8% | Reduced |
| McGrath & Associates, Inc. | 6,439 | $843.2K | 1.24% | −595−8.5% | Reduced |
| NewEdge Wealth, LLC | 6,449 | $844.4K | 0.01% | −4,925−43.3% | Reduced |
| Cross Staff Investments Inc | 6,449 | $844.4K | 0.56% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 6,484 | $849.1K | 0.16% | +1,566+31.8% | Added |
| BIP Wealth, LLC | 6,500 | $851.2K | 0.03% | −424−6.1% | Reduced |
| XY Planning Network, Inc. | 6,508 | $851.9K | 0.14% | +215+3.4% | Added |
| WealthPoint Financial, LLC | 6,510 | $852.4K | 0.71% | −71−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,519 | $853.6K | 0.02% | −1,195−15.5% | Reduced |
| EPG Wealth Management LLC | 6,519 | $853.7K | 0.23% | +358+5.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 6,527 | $854.6K | 0.72% | −63−1.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 6,543 | $856.7K | 0.51% | +279+4.5% | Added |
| Journey Advisory Group, LLC | 6,561 | $859.2K | 0.07% | −1,030−13.6% | Reduced |
| Nations Financial Group Inc, | 6,576 | $861.1K | 0.04% | +708+12.1% | Added |
| AdvisorNet Financial, Inc | 6,583 | $862.0K | 0.04% | −32−0.5% | Reduced |
| City National Bank of Florida | 6,599 | $864.1K | 0.52% | +821+14.2% | Added |
| Mechanics Financial Corp | 6,604 | $864.7K | 0.36% | +70+1.1% | Added |
| Claris Financial LLC | 6,613 | $865.9K | 0.47% | −21−0.3% | Reduced |
| Farmers Trust Co | 6,634 | $868.7K | 0.14% | −34,944−84.0% | Reduced |