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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 2,169 | $284.0K | 0.01% | +11+0.5% | Added |
| Klingman & Associates, LLC | 2,184 | $286.0K | 0.01% | −319−12.7% | Reduced |
| Blossom Wealth Management | 2,184 | $286.0K | 0.42% | +9+0.4% | Added |
| Roble, Belko & Company, Inc | 2,182 | $286.0K | 0.04% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 2,189 | $286.6K | 0.21% | 00.0% | Unchanged |
| SHP Wealth Management | 2,192 | $287.0K | 0.02% | +86+4.1% | Added |
| Stirlingshire Investments, Inc. | 2,193 | $287.2K | 0.25% | +2,193 | New |
| Buttonwood Financial Advisors Inc. | 2,194 | $287.2K | 0.10% | −49−2.2% | Reduced |
| M.E. Allison & Co., Inc. | 2,198 | $287.8K | 0.19% | +2+0.1% | Added |
| CSS LLC | 2,200 | $288.1K | 0.02% | +2,200 | New |
| Churchill Financial Advisors, LLC | 2,200 | $288.1K | 0.06% | +2,200 | New |
| Matrix Private Capital Group LLC | 2,201 | $288.2K | 0.14% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,202 | $288.3K | 0.10% | −140−6.0% | Reduced |
| Laurion Capital Management LP | 2,209 | $289.2K | 0.03% | +2,209 | New |
| Goldstein Advisors, LLC | 2,217 | $290.3K | 0.03% | +155+7.5% | Added |
| OneAscent Family Office, LLC | 2,219 | $290.5K | 0.20% | +2,219 | New |
| Capital Asset Advisory Services LLC | 2,281 | $291.6K | 0.01% | −988−30.2% | Reduced |
| Sunflower Bank, N.A. | 2,231 | $292.1K | 0.07% | −17−0.8% | Reduced |
| Capital Planning Advisors, LLC | 2,231 | $292.1K | 0.04% | +15+0.7% | Added |
| Cultivar Capital, Inc. | 2,235 | $292.7K | 0.19% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,220 | $292.7K | 0.10% | −757−25.4% | Reduced |
| Adkins Seale Capital Management LLC | 2,236 | $292.8K | 0.29% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 2,241 | $293.4K | 0.24% | +302+15.6% | Added |
| Winthrop Advisory Group LLC | 2,243 | $293.7K | 0.02% | −475−17.5% | Reduced |
| Manske Wealth Management | 2,243 | $293.7K | 0.08% | +10.0% | Added |
| Stokes Family Office, LLC | 2,244 | $293.9K | 0.03% | −339−13.1% | Reduced |
| Basecamp Wealth Advisors LLC | 2,248 | $294.4K | 0.06% | −4−0.2% | Reduced |
| Van Cleef Asset Management,Inc | 2,249 | $294.5K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,253 | $295.0K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,254 | $295.2K | 0.01% | +126+5.9% | Added |
| Capital City Trust Co | 2,265 | $296.6K | 0.07% | +440+24.1% | Added |
| Sovereign Investment Advisors, LLC | 2,268 | $297.0K | 0.06% | +2,268 | New |
| Sigma Investment Counselors Inc | 2,270 | $297.2K | 0.02% | −3−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 2,270 | $297.2K | 0.01% | −1,130−33.2% | Reduced |
| KTF Investments, LLC | 2,270 | $297.2K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,272 | $297.5K | 0.01% | −414−15.4% | Reduced |
| Old Point Trust & Financial Services N A | 2,274 | $297.8K | 0.10% | −99−4.2% | Reduced |
| Kennebec Savings Bank | 2,279 | $298.4K | 0.27% | +4+0.2% | Added |
| Guardian Investment Management | 2,289 | $299.7K | 0.24% | +2,289 | New |
| Warm Springs Advisors Inc. | 2,291 | $300.0K | 0.25% | 00.0% | Unchanged |
| City State Bank | 2,292 | $300.1K | 0.08% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 2,301 | $301.3K | 0.14% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,304 | $301.7K | 0.08% | −66−2.8% | Reduced |
| Legacy Wealth Partners, LLC | 2,305 | $301.8K | 0.08% | −52−2.2% | Reduced |
| Herold Advisors, Inc. | 2,305 | $301.9K | 0.07% | +2,305 | New |
| Pallas Capital Advisors LLC | 2,308 | $302.2K | 0.01% | −75−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,308 | $302.2K | 0.04% | −671−22.5% | Reduced |
| M. Kraus & Co | 2,312 | $302.8K | 0.09% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,313 | $302.9K | 0.03% | +2,313 | New |
| Cardiff Park Advisors, LLC | 2,316 | $303.2K | 0.02% | +2,316 | New |
| J. Team Financial, Inc. | 2,316 | $303.3K | 0.34% | −287−11.0% | Reduced |
| Gleason Group, Inc. | 2,318 | $303.5K | 0.03% | +19+0.8% | Added |
| Summit Wealth Group LLC | 2,318 | $303.5K | 0.03% | +2,318 | New |
| Balance Wealth, LLC | 2,323 | $304.3K | 0.09% | +209+9.9% | Added |
| First United Bank Trust | 2,327 | $304.7K | 0.10% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,339 | $306.3K | 0.02% | +4+0.2% | Added |
| Xxi Wealth, LLC | 2,341 | $306.5K | 0.17% | +289+14.1% | Added |
| Cornerstone Management, Inc. | 2,346 | $307.2K | 0.05% | +3+0.1% | Added |
| Clark Financial Services Group Inc | 2,347 | $307.3K | 0.17% | +112+5.0% | Added |
| New Hampshire Trust | 2,349 | $307.6K | 0.06% | +121+5.4% | Added |
| Cottage Street Advisors LLC | 2,351 | $308.0K | 0.13% | +7+0.3% | Added |
| Patron Partners Advisors, LLC | 2,352 | $308.0K | 0.14% | +560+31.3% | Added |
| Victory Financial Group, LLC | 2,361 | $309.1K | 0.04% | +361+18.1% | Added |
| Seeds Investor LLC | 2,383 | $309.2K | 0.04% | +481+25.3% | Added |
| Curat Global, LLC | 2,363 | $309.4K | 0.30% | +3+0.1% | Added |
| Hilltop National Bank | 2,365 | $309.7K | 0.07% | +310+15.1% | Added |
| Miller Financial Services LLC | 2,377 | $311.2K | 0.35% | +2+0.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 2,380 | $311.6K | 0.14% | +2,338+5,566.7% | Added |
| Strata Wealth Advisors, LLC | 2,384 | $312.2K | 0.09% | −231−8.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,390 | $313.0K | 0.07% | +15+0.6% | Added |
| Apriem Advisors | 2,400 | $314.3K | 0.03% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,411 | $315.7K | 0.01% | +33+1.4% | Added |
| Kraematon Investment Advisors, Inc | 2,414 | $316.1K | 0.26% | +15+0.6% | Added |
| Royal Capital Wealth Management, LLC | 2,416 | $316.4K | 0.20% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 2,420 | $316.9K | 0.21% | +170+7.6% | Added |
| Krilogy Financial LLC | 2,464 | $316.9K | 0.01% | −21−0.8% | Reduced |
| Red Wave Investments LLC | 2,423 | $317.3K | 0.09% | 00.0% | Unchanged |
| Vicus Capital | 2,432 | $318.5K | 0.02% | +2,432 | New |
| Howard Wealth Management, LLC | 2,435 | $318.9K | 0.13% | +8+0.3% | Added |
| Capital Advantage, Inc. | 2,439 | $319.4K | 0.04% | −150−5.8% | Reduced |
| FDx Advisors, Inc. | 2,443 | $320.0K | 0.10% | +2,443 | New |
| Norris Perne & French LLP | 2,444 | $320.0K | 0.02% | −672−21.6% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $320.8K | 0.05% | 00.0% | Unchanged |
| COFG Advisors, LLC | 2,451 | $320.9K | 0.08% | −48−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 2,457 | $321.7K | 0.06% | −35−1.4% | Reduced |
| Cambient Family Office, LLC | 2,461 | $322.2K | 0.04% | +749+43.8% | Added |
| Riverbend Wealth Management, LLC | 2,462 | $322.3K | 0.20% | +193+8.5% | Added |
| Intergy Private Wealth, LLC | 2,462 | $322.4K | 0.09% | +142+6.1% | Added |
| BayBridge Capital Group, LLC | 2,752 | $322.6K | 0.20% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,469 | $323.3K | 0.18% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,470 | $323.5K | 0.06% | −284−10.3% | Reduced |
| North Star Asset Management Inc | 2,471 | $323.6K | 0.01% | +2+0.1% | Added |
| Founders Grove Wealth Partners, LLC | 2,472 | $323.7K | 0.07% | +386+18.5% | Added |
| First National Advisers, LLC | 2,475 | $324.1K | 0.05% | −2,817−53.2% | Reduced |
| Sunpointe, LLC | 2,482 | $325.0K | 0.11% | −31−1.2% | Reduced |
| Range Advisory, LLC | 2,484 | $325.3K | 0.06% | +2,484 | New |
| Grandfield & Dodd, LLC | 2,485 | $325.4K | 0.02% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 2,489 | $325.9K | 0.26% | −174−6.5% | Reduced |
| Arsenal Capital Advisors LLC | 2,490 | $326.0K | 0.24% | +161+6.9% | Added |
| Charter Capital Management, LLC | 2,493 | $326.4K | 0.16% | +2,493 | New |