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
- 2,484
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 374 | $49.0K | 0.02% | +1+0.3% | Added |
| Legacy Wealth Managment, LLC | 376 | $49.2K | 0.02% | +52+16.0% | Added |
| Fountainhead AM, LLC | 381 | $49.9K | 0.04% | +103+37.1% | Added |
| Key Capital Management, INC | 393 | $51.5K | 0.03% | 00.0% | Unchanged |
| Advantage Trust Co | 399 | $52.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 401 | $52.5K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 401 | $52.5K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 412 | $53.9K | 0.28% | −162−28.2% | Reduced |
| Motco | 417 | $54.6K | 0.01% | −104−20.0% | Reduced |
| Cornerstone Planning Group LLC | 429 | $54.7K | 0.01% | +152+54.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 431 | $56.4K | 0.01% | −12−2.7% | Reduced |
| TSFG, LLC | 446 | $58.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 450 | $58.9K | 0.03% | +21+4.9% | Added |
| Synergy Investment Management, LLC | 457 | $59.8K | 0.02% | +457 | New |
| Bruce G. Allen Investments, LLC | 462 | $60.5K | 0.04% | −100−17.8% | Reduced |
| RWM Asset Management, LLC | 463 | $60.6K | 0.01% | +463 | New |
| Pin Oak Investment Advisors Inc | 467 | $61.0K | 0.04% | +50+12.0% | Added |
| Boyd Watterson Asset Management LLC | 479 | $62.7K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 494 | $64.7K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 500 | $65.4K | 0.01% | +4+0.8% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $65.5K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $65.5K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $65.5K | 0.01% | +100+25.0% | Added |
| Western Pacific Wealth Management, LP | 504 | $65.9K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 507 | $66.4K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $66.4K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 544 | $71.2K | 0.02% | −98−15.3% | Reduced |
| Centerpoint Advisors, LLC | 553 | $72.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 563 | $73.7K | 0.05% | +2+0.4% | Added |
| Fortis Group Advisors, LLC | 570 | $74.6K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 571 | $74.7K | 0.04% | +3+0.5% | Added |
| IFG Advisory, LLC | 578 | $75.7K | 0.22% | −41,635−98.6% | Reduced |
| 1248 Management, LLC | 587 | $76.9K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 593 | $77.6K | 0.06% | +375+172.0% | Added |
| Investors Research Corp | 600 | $78.6K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 621 | $81.3K | 0.04% | +19+3.2% | Added |
| Gen-Wealth Partners Inc | 623 | $81.6K | 0.03% | +76+13.9% | Added |
| Wellington Shields Capital Management, LLC | 630 | $82.5K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 633 | $82.8K | 0.01% | −6−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 636 | $83.3K | 0.03% | 00.0% | Unchanged |
| Fairway Wealth LLC | 664 | $86.9K | 0.02% | +639+2,556.0% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $87.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 674 | $88.3K | 0.04% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 699 | $88.5K | 0.05% | +221+46.2% | Added |
| Beaird Harris Wealth Management, LLC | 690 | $90.3K | 0.01% | −140−16.9% | Reduced |
| True Wealth Design, LLC | 690 | $90.3K | 0.03% | +572+484.7% | Added |
| Investment Research & Advisory Group, Inc. | 649 | $92.2K | 0.03% | −55−7.8% | Reduced |
| LRI Investments, LLC | 716 | $93.8K | 0.01% | −7−1.0% | Reduced |
| Luken Investment Analytics, LLC | 721 | $94.4K | 0.04% | −5−0.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 722 | $94.5K | 0.02% | +722 | New |
| Trust Co | 746 | $97.7K | 0.01% | +264+54.8% | Added |
| Kilter Group LLC | 756 | $99.0K | 0.04% | +614+432.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $99.9K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 773 | $101.2K | 0.01% | +523+209.2% | Added |
| True Link Financial Advisors, LLC | 780 | $102.1K | 0.01% | +780 | New |
| Plante Moran Financial Advisors, LLC | 792 | $103.6K | 0.01% | −222−21.9% | Reduced |
| First Pacific Financial | 794 | $104.0K | 0.01% | −371−31.8% | Reduced |
| Plato Investment Management Ltd | 795 | $104.2K | 0.01% | +795 | New |
| Louisbourg Investments Inc. | 800 | $104.8K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $104.8K | 0.01% | +800 | New |
| Global Wealth Strategies & Associates | 807 | $105.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 811 | $106.2K | 0.08% | −233−22.3% | Reduced |
| Tower Trust & Investment Co | 819 | $107.2K | 0.07% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 828 | $108.0K | 0.02% | −44−5.0% | Reduced |
| GW&K Investment Management, LLC | 851 | $111.0K | 0.00% | −11−1.3% | Reduced |
| Pacifica Partners Inc. | 855 | $112.0K | 0.04% | −60−6.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 865 | $113.3K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 876 | $114.7K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $115.2K | 0.04% | 00.0% | Unchanged |
| Bayban | 886 | $116.0K | 0.10% | −3,529−79.9% | Reduced |
| Missouri Trust & Investment Co | 892 | $116.9K | 0.03% | −133−13.0% | Reduced |
| Byrne Asset Management LLC | 908 | $118.9K | 0.07% | −110−10.8% | Reduced |
| JPL Wealth Management, LLC | 913 | $119.5K | 0.03% | +913 | New |
| C M Bidwell & Associates Ltd | 926 | $121.3K | 0.06% | −15−1.6% | Reduced |
| Clear Street Markets LLC | 928 | $121.5K | 0.06% | −2,728−74.6% | Reduced |
| Asset Dedication, LLC | 932 | $122.0K | 0.01% | −44−4.5% | Reduced |
| Bangor Savings Bank | 933 | $122.2K | 0.01% | −36−3.7% | Reduced |
| Southern Michigan Bank & Trust | 947 | $124.0K | 0.05% | +947 | New |
| SJS Investment Consulting Inc. | 949 | $124.3K | 0.02% | +153+19.2% | Added |
| Catalyst Capital Advisors LLC | 951 | $124.5K | 0.00% | −60−5.9% | Reduced |
| Prosperity Bancshares Inc | 970 | $127.0K | 0.10% | −396−29.0% | Reduced |
| Wealth Preservation Advisors, LLC | 1,000 | $130.9K | 0.11% | −381−27.6% | Reduced |
| Private Wealth Asset Management, LLC | 1,008 | $132.0K | 0.01% | −471−31.8% | Reduced |
| Howard Capital Management Group, LLC | 1,013 | $132.6K | 0.01% | −35−3.3% | Reduced |
| Copia Wealth Management | 1,017 | $133.2K | 0.09% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,018 | $133.3K | 0.05% | +50+5.2% | Added |
| Dakota Community Bank & Trust NA | 1,026 | $134.3K | 0.45% | −11−1.1% | Reduced |
| Avanza Fonder AB | 1,028 | $134.6K | 0.00% | +100+10.8% | Added |
| Piscataqua Savings Bank | 1,029 | $134.7K | 0.09% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 1,030 | $134.9K | 0.07% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 1,048 | $137.2K | 0.04% | +8+0.8% | Added |
| Webster Bank, N. A. | 1,059 | $138.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,066 | $140.0K | 0.02% | +117+12.3% | Added |
| WFA of San Diego, LLC | 1,087 | $142.3K | 0.11% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,116 | $146.6K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,136 | $148.8K | 0.01% | +223+24.4% | Added |
| Walleye Capital LLC | 1,143 | $149.7K | 0.00% | −60,933−98.2% | Reduced |
| Bravera Wealth | 1,154 | $151.1K | 0.07% | +6+0.5% | Added |
| Smallwood Wealth Investment Management, LLC | 1,172 | $153.5K | 0.08% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,183 | $154.9K | 0.04% | 00.0% | Unchanged |