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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ1 2026: 2,485 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2026: $70.8B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2025.

Institutions holding DUK in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Purpose Unlimited Inc.1,186$155.3K0.01%−30−2.5%Reduced
S.A. Mason LLC1,215$159.1K0.06%00.0%Unchanged
Cranbrook Wealth Management, LLC1,233$161.4K0.03%00.0%Unchanged
Global Trust Asset Management, LLC1,249$163.6K0.06%+243+24.2%Added
Root Financial Partners, LLC1,256$164.4K0.01%+624+98.7%Added
Coastline Trust Co1,266$165.8K0.02%+166+15.1%Added
New England Capital Financial Advisors LLC1,269$166.2K0.05%00.0%Unchanged
Holos Integrated Wealth LLC1,271$167.5K0.08%00.0%Unchanged
Hollencrest Capital Management1,317$172.5K0.01%00.0%Unchanged
Godfrey Financial Associates, Inc.1,327$173.8K0.15%00.0%Unchanged
Kimelman & Baird, LLC1,332$174.4K0.01%00.0%Unchanged
Atwood & Palmer Inc1,348$176.5K0.01%00.0%Unchanged
Princeton Global Asset Management LLC1,357$177.7K0.03%+9+0.7%Added
Fortitude Family Office, LLC1,357$177.7K0.04%+31+2.3%Added
Knuff & Co LLC1,358$177.8K0.05%−1,500−52.5%Reduced
Whipplewood Advisors, LLC1,359$177.9K0.09%+367+37.0%Added
Hager Investment Management Services, LLC1,375$180.0K0.10%−90−6.1%Reduced
Atlantic Edge Private Wealth Management, LLC1,382$181.0K0.04%+275+24.8%Added
Vestor Capital, LLC1,385$181.0K0.01%−50,444−97.3%Reduced
Vision Financial Markets LLC1,395$182.7K0.18%00.0%Unchanged
Beacon Financial Strategies CORP1,402$183.6K0.10%00.0%Unchanged
Addison Advisors LLC1,407$184.2K0.04%+73+5.5%Added
Bayforest Capital Ltd1,419$185.8K0.21%+182+14.7%Added
Richards, Merrill & Peterson, Inc.1,428$187.0K0.07%−117−7.6%Reduced
Center for Financial Planning, Inc.1,438$188.3K0.02%−35−2.4%Reduced
IMG Wealth Management, Inc.1,440$188.6K0.12%−199−12.1%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,449$189.7K0.47%−402−21.7%Reduced
Scarborough Advisors, LLC1,464$191.7K0.02%−180−10.9%Reduced
Longview Financial Advisors, Inc.1,466$192.0K0.12%+1,466New
Axiom Investment Management LLC1,472$192.8K0.15%+1,472New
Wall Street Financial Group, Inc.1,489$195.0K0.12%+1,489New
Morse Asset Management, Inc1,500$196.4K0.04%00.0%Unchanged
Guinness Asset Management LTD1,516$198.5K0.00%+532+54.1%Added
TCTC Holdings, LLC1,528$200.1K0.01%−400−20.7%Reduced
Alpha Family Trust1,530$200.3K0.10%+1,530New
J.M. Arbour, LLC1,530$200.3K0.19%+1,530New
West Branch Capital LLC1,531$200.5K0.05%−93−5.7%Reduced
Verisail Partners, LLC1,533$200.7K0.08%+1,533New
Glass Wealth Management Co LLC1,535$201.0K0.08%+1,535New
BCJ Capital Management, LLC1,538$201.4K0.01%+1,538New
Capstone Wealth Management Group LLC1,538$201.4K0.12%+1,538New
Client 1st Advisory Group, LLC1,541$201.7K0.06%−234−13.2%Reduced
LBMC Investment Advisors, LLC1,541$201.8K0.01%−1,154−42.8%Reduced
Palladiem, LLC1,519$202.1K0.19%+5+0.3%Added
Stokes Capital Advisors, LLC1,544$202.2K0.05%+1,544New
Stewardship Advisors, LLC1,547$202.6K0.05%+1,547New
Nicholson Wealth Management Group, LLC1,549$202.9K0.12%−431−21.8%Reduced
Waller Financial Planning Group, Inc1,552$203.2K0.04%+1,552New
Founders Financial Securities LLC1,537$204.4K0.01%+1,537New
GreatBanc Trust CO1,570$205.6K0.14%−854−35.2%Reduced
Americana Partners, LLC1,570$205.6K0.01%−170−9.8%Reduced
Beacon Financial Advisory LLC1,571$205.7K0.05%+1,571New
Hamilton Capital, LLC1,572$205.8K0.01%+1,572New
Valley National Advisers Inc1,582$207.0K0.03%+116+7.9%Added
Strategies Wealth Advisors, LLC1,583$207.3K0.02%+1,583New
American Trust1,587$207.8K0.02%+1,587New
A. D. Beadell Investment Counsel, Inc.1,590$208.0K0.13%+1,590New
Community Trust & Investment Co1,589$208.1K0.01%+1,589New
Private Client Services, LLC1,589$208.1K0.06%+1,589New
Zhang Financial LLC1,591$208.3K0.01%+1,591New
Slagle Financial, LLC1,593$208.6K0.07%+1,593New
180 Wealth Advisors, LLC1,596$208.9K0.02%+1,596New
Johnson Financial Group, LLC1,598$209.2K0.01%+1,598New
Marin Bay Wealth Advisors, LLC2,754$209.6K0.13%+928+50.8%Added
KC Investment Advisors, LLC1,602$209.8K0.05%−264−14.1%Reduced
Arbor Wealth Advisors LLC1,602$209.8K0.15%+1,602New
Fusion Capital, LLC1,603$210.0K0.06%+1,603New
Northeast Investment Management1,605$210.2K0.01%+1,605New
Sand Hill Global Advisors, LLC1,609$210.7K0.01%+1,609New
Brookwood Investment Group LLC1,609$210.7K0.03%−771−32.4%Reduced
Koss-Olinger Consulting, LLC1,611$210.9K0.02%−639−28.4%Reduced
Medallion Wealth Advisors, LLC1,611$211.0K0.07%+23+1.4%Added
Cadent Capital Advisors, LLC1,612$211.0K0.06%+1,612New
Demars Financial Group, LLC1,616$211.6K0.07%+1,616New
Alternative Investment Advisors, LLC.1,620$212.2K0.09%−126−7.2%Reduced
First American Trust, FSB1,621$212.3K0.01%+1,621New
Traveka Wealth, LLC1,622$212.4K0.08%+1,622New
Tempo Wealth, LLC1,624$212.7K0.04%+1,624New
ForthRight Wealth Management, LLC1,625$212.8K0.06%+1,625New
Ruggiero Investments, Inc.1,626$212.9K0.21%−101−5.8%Reduced
Woodley Farra Manion Portfolio Management Inc1,627$213.0K0.01%+1,627New
MeadowBrook Investment Advisors LLC1,628$213.2K0.19%+165+11.3%Added
Chancellor Financial Group WB LP1,628$213.2K0.15%+1,628New
SPWM Advisors LLC1,706$213.4K0.19%−239−12.3%Reduced
McIlrath & Eck, LLC1,630$213.4K0.02%+95+6.2%Added
Crew Capital Management, Ltd.1,631$213.6K0.14%−200−10.9%Reduced
Altar Rock LLC1,632$213.7K0.25%+1,632New
TSG Advice Partners, LLC1,635$214.1K0.03%+1,635New
Barrett & Company, Inc.1,651$216.2K0.07%00.0%Unchanged
SkyOak Wealth, LLC1,652$216.3K0.04%+1,652New
Granite Harbor Advisors, Inc.1,652$216.3K0.09%+1,652New
Mirador Capital Partners LP1,653$216.4K0.03%+1,653New
Good Harbor Advisors, Inc.1,655$216.7K0.24%+1,655New
Caliber Wealth Management, LLC1,656$216.8K0.02%+1,656New
Strathmore Capital Advisors, Inc.1,706$217.1K0.06%+1,706New
Schwarz Dygos Wheeler Investment Advisors LLC1,657$217.1K0.05%+1,657New
Wealth Management Nebraska1,661$217.6K0.02%+1,661New
Morris Retirement Advisors, LLC1,665$218.0K0.09%+1,665New
Compass Ion Advisors, LLC1,665$218.0K0.02%−111−6.3%Reduced
Allianz SE1,666$218.1K0.00%00.0%Unchanged