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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| EFG International AG | 129 | $16.9K | 0.00% | +29+29.0% | Added |
| ESL Trust Services, LLC | 131 | $17.2K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 134 | $17.5K | 0.00% | +134 | New |
| Gill Capital Partners, LLC | 135 | $17.7K | 0.01% | +135 | New |
| Innovative Asset Advisors Group, LLC | 136 | $17.8K | 0.01% | +136 | New |
| Central Pacific Bank - Trust Division | 140 | $18.3K | 0.00% | +140 | New |
| SWAN Capital LLC | 144 | $18.9K | 0.01% | −56−28.0% | Reduced |
| Ramirez Asset Management, Inc. | 144 | $18.9K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 146 | $19.1K | 0.01% | +60+69.8% | Added |
| Essential Partners LLC | 149 | $19.5K | 0.01% | −18−10.8% | Reduced |
| Richard W. Paul & Associates, LLC | 149 | $19.5K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 150 | $19.6K | 0.00% | +150 | New |
| Toth Financial Advisory Corp | 151 | $19.8K | 0.00% | −200−57.0% | Reduced |
| Insight Financial Services | 154 | $20.2K | 0.01% | +154 | New |
| Leo H. Evart, Inc. | 156 | $20.4K | 0.02% | +156 | New |
| Robinswood Financial LLC | 156 | $20.5K | 0.01% | +1+0.6% | Added |
| Orion Capital Management LLC | 159 | $20.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 160 | $20.9K | 0.03% | +1+0.6% | Added |
| High Note Wealth, LLC | 161 | $21.1K | 0.00% | +23+16.7% | Added |
| Caitlin John, LLC | 166 | $21.8K | 0.01% | +50+43.1% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 167 | $21.9K | 0.02% | +160+2,285.7% | Added |
| Ankerstar Wealth, LLC | 168 | $22.1K | 0.02% | −14−7.7% | Reduced |
| Signature Resources Capital Management, LLC | 169 | $22.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 168 | $22.1K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 171 | $22.4K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 175 | $22.9K | 0.00% | −1−0.6% | Reduced |
| Raffa Wealth Management, LLC | 176 | $23.0K | 0.00% | +24+15.8% | Added |
| Blueline Advisors LLC | 176 | $23.0K | 0.02% | +6+3.5% | Added |
| CDKV Holdings LLC | 178 | $23.3K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 181 | $23.7K | 0.00% | +181 | New |
| Triumph Capital Management | 182 | $23.8K | 0.00% | −49−21.2% | Reduced |
| 1 North Wealth Services LLC | 183 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 183 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 187 | $24.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 185 | $24.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 186 | $24.4K | 0.01% | +186 | New |
| MPWM Advisory Solutions, LLC | 187 | $24.5K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 187 | $24.5K | 0.01% | +4+2.2% | Added |
| DT Investment Partners, LLC | 190 | $24.9K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 195 | $25.5K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 196 | $25.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 198 | $26.0K | 0.01% | +6+3.1% | Added |
| NorthAvenue LLC | 200 | $26.2K | 0.02% | −6−2.9% | Reduced |
| GoalVest Advisory LLC | 205 | $26.8K | 0.01% | −500−70.9% | Reduced |
| SOA Wealth Advisors, LLC. | 207 | $27.1K | 0.01% | −1−0.5% | Reduced |
| Financial Network Wealth Advisors LLC | 213 | $27.9K | 0.03% | −7−3.2% | Reduced |
| Bell Investment Advisors, Inc | 215 | $28.2K | 0.00% | −43−16.7% | Reduced |
| Kerr Financial Planning Corp | 223 | $28.4K | 0.04% | +2+0.9% | Added |
| Dorato Capital Management | 216 | $28.4K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 222 | $29.1K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 223 | $29.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 233 | $30.5K | 0.02% | 00.0% | Unchanged |
| Wellington Grp LLC | 234 | $30.6K | 0.01% | −18−7.1% | Reduced |
| Lipe & Dalton | 243 | $32.0K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 247 | $32.4K | 0.02% | +55+28.6% | Added |
| CoreFirst Bank & Trust | 252 | $33.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 253 | $33.1K | 0.01% | +2+0.8% | Added |
| Activest Wealth Management | 253 | $33.1K | 0.01% | +190+301.6% | Added |
| Lodestone Wealth Management LLC | 254 | $33.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 256 | $33.5K | 0.01% | +82+47.1% | Added |
| Olistico Wealth, LLC | 260 | $34.1K | 0.02% | −66−20.2% | Reduced |
| Access Investment Management LLC | 262 | $34.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 272 | $35.6K | 0.01% | +272 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 274 | $35.9K | 0.02% | +274 | New |
| IAG Wealth Partners, LLC | 275 | $36.0K | 0.00% | +167+154.6% | Added |
| Avion Wealth | 283 | $37.0K | 0.01% | +29+11.4% | Added |
| Private Wealth Management Group, LLC | 286 | $37.4K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 288 | $37.7K | 0.02% | +38+15.2% | Added |
| Ares Financial Consulting, LLC | 289 | $37.8K | 0.03% | +89+44.5% | Added |
| McGuire Capital Advisors Inc | 293 | $38.4K | 0.02% | +3+1.0% | Added |
| Dynamic Wealth Strategies, LLC | 294 | $38.5K | 0.02% | +294 | New |
| Millstone Evans Group, LLC | 297 | $38.9K | 0.02% | +103+53.1% | Added |
| Chapman Financial Group, LLC | 299 | $39.2K | 0.03% | −355−54.3% | Reduced |
| Peck Wealth Management, LLC | 300 | $39.3K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 304 | $39.8K | 0.01% | +17+5.9% | Added |
| Joseph Group Capital Management | 307 | $40.2K | 0.01% | +134+77.5% | Added |
| CGC Financial Services, LLC | 308 | $40.3K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 308 | $40.4K | 0.03% | +2+0.7% | Added |
| Bare Financial Services, Inc | 309 | $40.5K | 0.01% | +20+6.9% | Added |
| Tidemark, LLC | 310 | $40.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 312 | $40.9K | 0.04% | +73+30.5% | Added |
| Kemnay Advisory Services Inc. | 313 | $41.0K | 0.01% | −144−31.5% | Reduced |
| Abound Financial, LLC | 323 | $42.3K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 324 | $42.4K | 0.01% | −171−34.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 324 | $42.4K | 0.01% | +159+96.4% | Added |
| Canton Hathaway, LLC | 331 | $43.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $43.6K | 0.02% | −154−31.6% | Reduced |
| Ballast Advisors LLC | 334 | $43.7K | 0.01% | +334 | New |
| Owl Creek Wealth Partners LLC | 337 | $44.1K | 0.02% | +337 | New |
| 1620 Investment Advisors, Inc. | 338 | $44.3K | 0.03% | −15−4.2% | Reduced |
| Redwood Park Advisors LLC | 345 | $45.1K | 0.03% | +3+0.9% | Added |
| First Community Trust NA | 348 | $45.6K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 353 | $46.2K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 355 | $46.5K | 0.00% | −205−36.6% | Reduced |
| Walsh & Associates, LLC | 362 | $47.4K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 368 | $48.0K | 0.03% | −118−24.3% | Reduced |
| Frazier Financial Advisors, LLC | 368 | $48.1K | 0.03% | +231+168.6% | Added |
| Midwest Capital Advisors, LLC | 370 | $48.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 372 | $48.7K | 0.01% | +92+32.9% | Added |
| Wall Street Access Asset Management, LLC | 413 | $48.7K | 0.01% | −300−42.1% | Reduced |