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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
Bluedoor Private Wealth, LLC1,668$218.4K0.10%−108−6.1%Reduced
Schrum Private Wealth Management LLC1,672$218.8K0.17%+1,672New
Florida Financial Advisors, LLC1,669$218.8K0.05%+1,669New
Hopwood Nicholas Hunter1,673$219.0K0.07%+1,673New
Philip James Wealth Mangement, LLC1,673$219.1K0.03%−113−6.3%Reduced
Gamco Investors, Inc. Et Al1,674$219.2K0.00%+1,674New
Spartan Planning & Wealth Management1,675$219.3K0.16%+1,675New
Stonebridge Financial Group, LLC1,676$219.4K0.18%−38−2.2%Reduced
Johnson Financial Group, Inc.1,676$219.5K0.01%−92−5.2%Reduced
Ellenbecker Investment Group1,678$219.8K0.03%+1,678New
Mallini Complete Financial Planning LLC–$219.8K0.17%–New
Peak Retirement Planning, Inc.1,680$220.0K0.05%+1,680New
LVZ Advisors, Inc.1,681$220.2K0.03%+1,681New
Eagle Rock Investment Company, LLC1,685$220.6K0.03%+1,685New
Rather & Kittrell, Inc.1,686$220.8K0.03%−36−2.1%Reduced
Old Mission Investment Co LLC1,689$221.1K0.05%+1,689New
Fairscale Capital, LLC1,691$221.4K0.15%00.0%Unchanged
O'Domhnaill Enterprises, Inc.1,691$221.4K0.18%+1,653+4,350.0%Added
F/M Investments LLC1,697$222.2K0.01%−942−35.7%Reduced
Warren Street Wealth Advisors, LLC1,698$222.3K0.06%−31−1.8%Reduced
Alteri Wealth LLC1,701$222.7K0.07%−17−1.0%Reduced
Goelzer Investment Management, Inc.1,701$222.7K0.01%+1,701New
BNB Wealth Management, LLC1,702$222.9K0.14%+1,702New
Saxon Interests, Inc.1,702$222.9K0.08%−62−3.5%Reduced
S Harris Financial Group, LLC1,706$223.4K0.20%−63−3.6%Reduced
Bullock Wealth Management Group1,707$223.4K0.11%−35−2.0%Reduced
Walsky Investment Management, Inc.1,707$223.5K0.23%00.0%Unchanged
Wilkins Miller Wealth Management, LLC1,718$224.9K0.14%+5+0.3%Added
First Financial Corp1,720$225.2K0.09%−50−2.8%Reduced
Old Second National Bank of Aurora1,726$226.0K0.05%00.0%Unchanged
Wingate Wealth Advisors, Inc.1,733$226.9K0.12%00.0%Unchanged
Brighton Securities Corp.1,735$227.1K0.11%−34−1.9%Reduced
Country Trust Bank1,740$227.8K0.00%−108−5.8%Reduced
Foster & Motley Inc1,738$228.0K0.01%+1,738New
Hilltop Wealth Advisors, LLC1,742$228.1K0.14%+1,742New
Fortitude Advisory Group L.L.C.1,744$228.4K0.10%+12+0.7%Added
Hughes Financial Services, LLC1,744$228.4K0.04%+12+0.7%Added
Bender Robert & Associates1,748$228.9K0.05%00.0%Unchanged
Kieckhefer Group LLC1,748$228.9K0.11%00.0%Unchanged
bLong Financial, LLC1,751$229.3K0.17%00.0%Unchanged
Newman Dignan & Sheerar, Inc.1,753$229.5K0.05%+34+2.0%Added
Nordwand Advisors, LLC1,755$229.8K0.04%00.0%Unchanged
Beacon Wealthcare LLC1,757$230.1K0.08%+1,757New
Compass Wealth Management, LLC1,759$230.3K0.10%00.0%Unchanged
TCI Wealth Advisors, Inc.1,760$230.5K0.01%−202−10.3%Reduced
Redwood Wealth Management Group, LLC1,760$230.5K0.10%−23−1.3%Reduced
ZRC Wealth Management, LLC1,762$230.7K0.08%00.0%Unchanged
IFS Group,LLC1,763$230.8K0.21%+1,763New
Joule Financial, LLC1,765$231.1K0.07%−524−22.9%Reduced
Waldron Private Wealth LLC1,766$231.2K0.01%+1,766New
Regatta Capital Group, LLC1,767$231.4K0.04%+10+0.6%Added
Black Diamond Financial, LLC1,769$231.6K0.03%+7+0.4%Added
Moody Aldrich Partners LLC1,772$232.0K0.04%00.0%Unchanged
Norman Fields, Gottscho Capital Management, LLC1,774$232.3K0.08%+1,774New
Old National Bancorp1,775$232.4K0.00%−65−3.5%Reduced
Kagan Cocozza Asset Management1,775$232.4K0.16%−6−0.3%Reduced
Richwood Investment Advisors, LLC1,775$232.4K0.18%+90+5.3%Added
Nemes Rush Group LLC1,779$232.9K0.02%+332+22.9%Added
Wellspring Financial Advisors, LLC1,779$232.9K0.02%−582−24.7%Reduced
Eagle Capital Management, LLC1,781$233.0K0.09%00.0%Unchanged
Mattern Wealth Management LLC1,780$233.1K0.05%00.0%Unchanged
Charter Research & Investment Group, Inc.1,781$233.2K0.16%00.0%Unchanged
Tritonpoint Wealth, LLC1,787$234.0K0.03%+30+1.7%Added
Family Legacy Financial Solutions, LLC1,787$234.0K0.19%−670−27.3%Reduced
Plancorp, LLC1,776$234.1K0.01%−66−3.6%Reduced
Chung Wu Investment Group, LLC1,790$234.4K0.20%−228−11.3%Reduced
Liberty Wealth Management LLC1,791$234.6K0.03%−271−13.1%Reduced
GGM Financials LLC1,797$235.4K0.11%+580+47.7%Added
Safeguard Investment Advisory Group, LLC1,799$235.6K0.07%+52+3.0%Added
Second Half Financial Partners, LLC1,799$235.6K0.11%−110−5.8%Reduced
Elevation Advisory Partners LLC1,959$235.7K0.22%+1,959New
Smith Partners Wealth Management, LLC1,800$235.7K0.21%−413−18.7%Reduced
W.G. Shaheen & Associates DBA Whitney & Co1,800$235.7K0.02%−135−7.0%Reduced
Revere Asset Management, Inc1,800$235.7K0.12%00.0%Unchanged
DV Trading LLC1,800$235.7K0.02%+1,291+253.6%Added
Schonfeld Strategic Advisors LLC1,802$236.0K0.00%−1,872−51.0%Reduced
Annex Advisory Services, LLC1,805$236.4K0.00%−191−9.6%Reduced
J.P. Marvel Investment Advisors, LLC1,811$237.1K0.03%00.0%Unchanged
Weaver Consulting Group1,818$238.0K0.06%−33−1.8%Reduced
Wright Wealth LLC1,820$238.3K0.16%−191−9.5%Reduced
Sentry LLC1,822$238.5K0.08%−10−0.5%Reduced
Hobart Private Capital, LLC1,831$239.7K0.05%−35−1.9%Reduced
Tranquility Partners, LLC1,833$240.0K0.09%00.0%Unchanged
Tradewinds Capital Management, LLC1,835$240.3K0.05%00.0%Unchanged
Legacy Edge Advisors, LLC1,837$240.5K0.03%−150−7.5%Reduced
Patton Fund Management, Inc.1,837$240.5K0.04%00.0%Unchanged
American Money Management, LLC1,839$240.8K0.04%00.0%Unchanged
Blue Capital, Inc.1,840$240.9K0.16%+1,840New
Charter Oak Capital Management, LLC1,841$241.1K0.02%+8+0.4%Added
a16z Perennial Management, L.P.1,847$241.8K0.02%00.0%Unchanged
Thoroughbred Financial Services, LLC1,848$242.0K0.01%−131−6.6%Reduced
FSM Wealth Advisors, LLC1,853$242.6K0.03%+1,853New
Johnson Bixby & Associates, LLC1,857$243.1K0.03%+1,857New
Galvin, Gaustad & Stein, LLC1,858$243.3K0.02%+1+0.1%Added
Prosperity Financial Group, Inc.1,863$243.9K0.09%+1,863New
Financial Engines Advisors L.L.C.1,872$245.1K0.00%+1,872New
Sharp Financial Services, LLC1,876$245.6K0.12%+81+4.5%Added
Infinity Wealth Counsel, LLC1,877$245.8K0.23%00.0%Unchanged
Leelyn Smith, LLC1,877$245.8K0.03%+42+2.3%Added
Planned Solutions, Inc.1,879$246.0K0.08%00.0%Unchanged