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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,882 | $246.4K | 0.00% | −14,354−88.4% | Reduced |
| Silvant Capital Management LLC | 1,886 | $247.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,887 | $247.1K | 0.03% | +30+1.6% | Added |
| Everstar Asset Management, LLC | 1,891 | $247.6K | 0.13% | +1,891 | New |
| Armstrong, Fleming & Moore, Inc | 1,896 | $248.3K | 0.11% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,898 | $248.5K | 0.03% | −716−27.4% | Reduced |
| CrossGen Wealth, LLC | 1,902 | $249.1K | 0.22% | −32−1.7% | Reduced |
| Fragasso Group Inc. | 1,901 | $249.8K | 0.02% | +146+8.3% | Added |
| Meridian Financial, LLC | 1,908 | $249.9K | 0.14% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,910 | $250.1K | 0.14% | −85−4.3% | Reduced |
| Sunbeam Capital Management, LLC | 1,911 | $250.2K | 0.14% | +97+5.3% | Added |
| UMA Financial Services, Inc. | 1,914 | $250.6K | 0.03% | −112−5.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,914 | $250.6K | 0.06% | −78−3.9% | Reduced |
| Landmark Wealth Management, LLC | 1,916 | $250.9K | 0.07% | +1,916 | New |
| Ewa, LLC | 1,916 | $250.9K | 0.06% | −186−8.8% | Reduced |
| Semus Wealth Partners LLC | 1,917 | $251.1K | 0.14% | +14+0.7% | Added |
| tru Independence LLC | 1,928 | $252.5K | 0.12% | −12−0.6% | Reduced |
| Eagle Strategies LLC | 1,928 | $252.5K | 0.03% | +44+2.3% | Added |
| Keebeck Wealth Management, LLC | 1,929 | $252.6K | 0.03% | +1,929 | New |
| 55 North Private Wealth, LLC | 1,932 | $252.9K | 0.06% | +1,932 | New |
| McLean Asset Management Corp | 1,935 | $253.4K | 0.04% | +19+1.0% | Added |
| Fortis Capital Advisors, LLC | 1,947 | $254.9K | 0.03% | −22−1.1% | Reduced |
| Ferguson Shapiro LLC | 1,949 | $255.2K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,949 | $255.3K | 0.05% | +1,949 | New |
| Canopy Partners, LLC | 1,950 | $255.3K | 0.09% | +836+75.0% | Added |
| Financial Consulate, Inc | 1,950 | $255.4K | 0.03% | +9+0.5% | Added |
| OneAscent Wealth Management LLC | 1,953 | $255.7K | 0.08% | +8+0.4% | Added |
| IVC Wealth Advisors LLC | 1,957 | $256.3K | 0.11% | +237+13.8% | Added |
| Washington Trust Advisors, Inc. | 1,958 | $256.4K | 0.02% | −547−21.8% | Reduced |
| Cypress Asset Management Inc | 1,958 | $256.4K | 0.06% | +100+5.4% | Added |
| Wedge Capital Management L L P | 1,958 | $256.4K | 0.00% | +161+9.0% | Added |
| Providence First Trust Co | 1,959 | $256.5K | 0.09% | −618−24.0% | Reduced |
| Discipline Wealth Solutions, LLC | 1,962 | $256.9K | 0.03% | +88+4.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,963 | $257.0K | 0.13% | −24−1.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,968 | $257.7K | 0.08% | −67−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,972 | $258.1K | 0.03% | −13−0.7% | Reduced |
| TrustBank | 1,972 | $258.2K | 0.10% | −25−1.3% | Reduced |
| WealthTrust Asset Management, LLC | 1,974 | $258.5K | 0.15% | +1,974 | New |
| MV Capital Management, Inc. | 1,975 | $258.6K | 0.03% | +28+1.4% | Added |
| World Equity Group, Inc. | 1,976 | $258.7K | 0.07% | −335−14.5% | Reduced |
| Chesapeake Wealth Management | 1,977 | $258.9K | 0.08% | +1,977 | New |
| Atlantic Family Wealth, LLC | 1,981 | $259.4K | 0.19% | −2−0.1% | Reduced |
| Commonwealth Financial Services, LLC | 1,982 | $259.5K | 0.04% | +72+3.8% | Added |
| Kornitzer Capital Management Inc | 1,985 | $259.9K | 0.01% | +1,985 | New |
| Eads & Heald Wealth Management | 1,994 | $261.1K | 0.13% | −65−3.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,996 | $261.4K | 0.11% | −201−9.1% | Reduced |
| Promethium Advisors,llc | 2,000 | $261.9K | 0.14% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 2,000 | $261.9K | 0.20% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 1,999 | $262.0K | 0.01% | +159+8.6% | Added |
| Pioneer Trust Bank N A | 2,004 | $262.4K | 0.06% | +4+0.2% | Added |
| Sentinel Trust Co Lba | 2,006 | $263.0K | 0.03% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,009 | $263.1K | 0.16% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,013 | $263.6K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,014 | $263.7K | 0.10% | +56+2.9% | Added |
| Colonial River Wealth Management, LLC | 2,014 | $263.7K | 0.09% | −479−19.2% | Reduced |
| Enclave Advisors LLC | 2,017 | $264.1K | 0.04% | +4+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 2,017 | $264.1K | 0.02% | +484+31.6% | Added |
| Rockbridge Investment Management, LCC | 2,019 | $264.3K | 0.02% | +92+4.8% | Added |
| William John Sempolinski | 2,020 | $264.5K | 0.13% | +240+13.5% | Added |
| MBE Wealth Management, LLC | 2,022 | $264.7K | 0.11% | +2,022 | New |
| Beaumont Financial Advisors, LLC | 2,023 | $264.9K | 0.02% | +46+2.3% | Added |
| Legacy Private Trust Co. | 2,025 | $265.2K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,025 | $265.2K | 0.05% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 2,025 | $265.2K | 0.27% | +2,025 | New |
| Golden Reserve Retirement LLC | 2,027 | $265.4K | 0.05% | +2,027 | New |
| Meramec Financial Planners, LLC | 2,076 | $265.5K | 0.11% | +4+0.2% | Added |
| TMB Capital Partners, LLC | 2,029 | $265.7K | 0.09% | +10.0% | Added |
| Jessup Wealth Management, Inc | 2,033 | $266.2K | 0.10% | +300+17.3% | Added |
| Commonwealth Retirement Investments LLC | 2,038 | $266.9K | 0.08% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 2,041 | $267.2K | 0.21% | −10.0% | Reduced |
| Consolidated Planning Corp | 2,043 | $267.5K | 0.04% | −51,667−96.2% | Reduced |
| Clear Wave Wealth Management LLC | 2,066 | $270.5K | 0.07% | +2,066 | New |
| Premier Private Wealth Management LLC | 2,070 | $271.0K | 0.29% | −200−8.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,118 | $271.1K | 0.09% | +14+0.7% | Added |
| Peddock Capital Advisors, LLC | 2,075 | $271.7K | 0.06% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,078 | $272.1K | 0.15% | +35+1.7% | Added |
| Crown Wealth Group, LLC | 2,081 | $272.5K | 0.08% | +199+10.6% | Added |
| Patrick M Sweeney & Associates, Inc | 2,091 | $273.8K | 0.18% | +10.0% | Added |
| Darwin Advisors, LLC | 2,093 | $274.1K | 0.09% | +15+0.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,094 | $274.3K | 0.04% | +80+4.0% | Added |
| Partners Wealth Management, LLC | 2,096 | $274.4K | 0.28% | −10.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,104 | $275.0K | 0.09% | +66+3.2% | Added |
| Spartan Wealth Advisory Services LLC | 2,103 | $275.4K | 0.02% | +2,103 | New |
| Essex Investment Management Co LLC | 2,105 | $275.6K | 0.04% | −17−0.8% | Reduced |
| Provident Wealth Management, LLC | 2,108 | $276.0K | 0.08% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,113 | $276.7K | 0.03% | −19−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,117 | $277.0K | 0.08% | −47−2.2% | Reduced |
| Prelude Capital Management, LLC | 2,116 | $277.1K | 0.02% | +2,116 | New |
| Tilia Fiduciary Partners, Inc. | 2,126 | $278.4K | 0.15% | −172−7.5% | Reduced |
| Clearwater Capital Advisors, LLC | 2,127 | $278.5K | 0.02% | −32−1.5% | Reduced |
| Severin Investments, LLC | 2,129 | $278.7K | 0.24% | +30+1.4% | Added |
| Legacy Capital Wealth Partners, LLC | 2,135 | $279.6K | 0.06% | −187−8.1% | Reduced |
| Werba Rubin Papier Wealth Management | 2,135 | $279.6K | 0.04% | +2,135 | New |
| Onefund, LLC | 2,137 | $279.7K | 0.18% | −94−4.2% | Reduced |
| Quest Investment Management LLC | 2,146 | $281.0K | 0.03% | +10+0.5% | Added |
| Bailard, Inc. | 2,155 | $282.2K | 0.01% | −32,053−93.7% | Reduced |
| Alpha Zero LLC | 2,155 | $282.2K | 0.14% | +2,155 | New |
| Auxano Advisors, LLC | 2,157 | $282.4K | 0.06% | +8+0.4% | Added |
| Alhambra Investment Partners LLC | 2,159 | $282.7K | 0.13% | −107−4.7% | Reduced |
| Tred Avon Family Wealth, LLC | 2,166 | $283.6K | 0.09% | +176+8.8% | Added |