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 |
|---|---|---|---|---|---|
| Banyan Capital Management, Inc. | 2,493 | $326.4K | 0.14% | 00.0% | Unchanged |
| Cpwa, LLC | 2,615 | $326.6K | 0.39% | +2,615 | New |
| Tuttle Tactical Management | 2,496 | $326.8K | 0.54% | +2,496 | New |
| Hilton Head Capital Partners, LLC | 2,498 | $327.1K | 0.18% | −16−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 2,500 | $327.4K | 0.08% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,504 | $327.9K | 0.01% | +443+21.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,508 | $328.4K | 0.09% | −24−0.9% | Reduced |
| Burney Co | 2,510 | $328.7K | 0.01% | −3−0.1% | Reduced |
| Lazari Capital Management, Inc. | 2,517 | $329.5K | 0.11% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,584 | $329.7K | 0.17% | −101−3.8% | Reduced |
| Rossby Financial, LCC | 2,521 | $330.0K | 0.07% | +1,156+84.7% | Added |
| POM Investment Strategies, LLC | 2,523 | $330.4K | 0.41% | +2,373+1,582.0% | Added |
| Tradition Wealth Management, LLC | 2,526 | $330.7K | 0.02% | +60+2.4% | Added |
| LifePlan Investment Advisors, Inc. | 2,530 | $331.3K | 0.13% | +628+33.0% | Added |
| Hamilton Point Investment Advisors, LLC | 2,532 | $331.5K | 0.05% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,542 | $332.8K | 0.07% | +2,542 | New |
| KFG Wealth Management, LLC | 2,542 | $332.9K | 0.04% | +204+8.7% | Added |
| Beirne Wealth Consulting Services, LLC | 2,558 | $335.1K | 0.09% | +6+0.2% | Added |
| Terril Brothers, Inc. | 2,564 | $335.7K | 0.09% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 2,567 | $336.1K | 0.00% | +2,567 | New |
| Enterprise Financial Services Corp | 2,568 | $336.3K | 0.17% | +156+6.5% | Added |
| AlTi Global, Inc. | 2,569 | $336.4K | 0.01% | +34+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,572 | $336.7K | 0.15% | +2+0.1% | Added |
| CFO4Life Group, LLC | 2,573 | $336.9K | 0.05% | −72−2.7% | Reduced |
| Boothbay Fund Management, LLC | 2,576 | $337.3K | 0.01% | +2,576 | New |
| PSI Advisors, LLC | 2,583 | $338.2K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,585 | $338.5K | 0.07% | −393−13.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 2,595 | $339.0K | 0.10% | −266−9.3% | Reduced |
| Cozad Asset Management Inc | 2,590 | $339.1K | 0.03% | +174+7.2% | Added |
| Citizens National Bank Trust Department | 2,592 | $339.4K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,594 | $339.6K | 0.03% | −41−1.6% | Reduced |
| West Chester Capital Advisors, Inc | 2,599 | $340.3K | 0.22% | +139+5.7% | Added |
| Tandem Investment Advisors, Inc. | 2,599 | $340.3K | 0.02% | −145−5.3% | Reduced |
| LCM Capital Management Inc | 2,600 | $340.4K | 0.17% | −18−0.7% | Reduced |
| A4 Wealth Advisors LLC | 2,601 | $340.6K | 0.28% | +4+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,601 | $340.7K | 0.00% | −106−3.9% | Reduced |
| Clearwave Capital, LLC | 2,602 | $340.7K | 0.23% | +17+0.7% | Added |
| Catalyst Funds Management Pty Ltd | 2,602 | $340.7K | 0.06% | +2,602 | New |
| Good Steward Wealth Advisors,LLC | 2,603 | $340.8K | 0.22% | −346−11.7% | Reduced |
| Van Diest Capital, LLC | 2,603 | $340.9K | 0.27% | −880−25.3% | Reduced |
| Univest Financial Corp | 2,604 | $341.0K | 0.02% | +2+0.1% | Added |
| Jump Financial, LLC | 2,606 | $341.2K | 0.01% | +2,606 | New |
| Carl P. Sherr & Co., LLC | 2,611 | $341.9K | 0.16% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 2,612 | $342.0K | 0.27% | +268+11.4% | Added |
| Partnership Wealth Management, LLC | 2,612 | $342.0K | 0.26% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,614 | $342.3K | 0.12% | +1,166+80.5% | Added |
| Beverly Hills Private Wealth, LLC | 2,616 | $342.6K | 0.06% | −139−5.0% | Reduced |
| Kozak & Associates, Inc. | 2,627 | $342.6K | 0.07% | +7+0.3% | Added |
| Rossmore Private Capital | 2,622 | $343.3K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,625 | $343.7K | 0.01% | +1,034+65.0% | Added |
| Gerald Baker Financial Group LLC | 2,625 | $343.8K | 0.11% | +2,625 | New |
| Centennial Bank | 2,640 | $345.7K | 0.12% | −151−5.4% | Reduced |
| Rexford Capital Inc | 2,642 | $345.9K | 0.25% | +217+8.9% | Added |
| Van Hulzen Asset Management, LLC | 2,642 | $346.0K | 0.03% | −21−0.8% | Reduced |
| Traynor Capital Management, Inc. | 2,629 | $346.2K | 0.02% | −161−5.8% | Reduced |
| Barnes Wealth Management Group, Inc | 2,645 | $346.3K | 0.18% | +35+1.3% | Added |
| IFC Advisors LLC | 2,651 | $347.1K | 0.05% | −66−2.4% | Reduced |
| Smith Asset Management Co., LLC | 2,654 | $347.5K | 0.30% | −49−1.8% | Reduced |
| Wealth Quarterback LLC | 2,666 | $349.1K | 0.14% | +43+1.6% | Added |
| Excelsior Advisor Network LLC | 2,669 | $349.5K | 0.13% | +2,669 | New |
| Mason & Associates, LLC | 2,672 | $349.9K | 0.08% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 2,675 | $350.3K | 0.32% | −25−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,686 | $351.7K | 0.07% | −80−2.9% | Reduced |
| SpringVest Wealth Management LLC | 2,691 | $352.3K | 0.24% | +10+0.4% | Added |
| Horizon Investment Services, LLC | 2,691 | $352.5K | 0.12% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,700 | $353.5K | 0.04% | −37−1.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,704 | $354.1K | 0.19% | −70−2.5% | Reduced |
| Atlantic Trust, LLC | 2,705 | $354.2K | 0.06% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,707 | $354.5K | 0.19% | +317+13.3% | Added |
| Channel Wealth LLC | 2,708 | $354.6K | 0.09% | +9+0.3% | Added |
| Inscription Capital, LLC | 2,709 | $354.7K | 0.04% | +198+7.9% | Added |
| Indiana Trust & Investment Management CO | 2,713 | $355.2K | 0.11% | −5−0.2% | Reduced |
| William Allan, LLC | 2,717 | $355.8K | 0.21% | +23+0.9% | Added |
| Oxbow Advisors, LLC | 2,717 | $355.8K | 0.03% | +68+2.6% | Added |
| Elmwood Wealth Management, Inc. | 2,729 | $357.3K | 0.10% | +156+6.1% | Added |
| Connecticut Capital Management Group, LLC | 2,736 | $358.3K | 0.34% | −3−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,740 | $358.8K | 0.12% | −56−2.0% | Reduced |
| Papp L Roy & Associates | 2,740 | $358.8K | 0.04% | +250+10.0% | Added |
| VSM Wealth Advisory, LLC | 2,740 | $358.8K | 0.11% | +1,146+71.9% | Added |
| Bestgate Wealth Advisors, LLC | 2,743 | $359.2K | 0.65% | −268−8.9% | Reduced |
| Treasure Coast Financial Planning | 2,744 | $359.3K | 0.18% | −10.0% | Reduced |
| Uniting Wealth Partners, LLC | 2,747 | $359.8K | 0.08% | −27−1.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,751 | $360.3K | 0.04% | +20+0.7% | Added |
| Choate Investment Advisors | 2,765 | $362.0K | 0.01% | −99−3.5% | Reduced |
| Pflug Koory, LLC | 2,765 | $362.0K | 0.17% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 2,775 | $363.0K | 0.13% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,770 | $363.0K | 0.05% | +7+0.3% | Added |
| Evolve Private Wealth, LLC | 2,774 | $363.2K | 0.02% | +301+12.2% | Added |
| BXM Wealth LLC | 2,777 | $363.6K | 0.28% | −3,486−55.7% | Reduced |
| Generation Capital Management LLC | 2,785 | $364.7K | 0.27% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,789 | $365.2K | 0.05% | −33−1.2% | Reduced |
| First Citizens Financial Corp | 2,789 | $365.2K | 0.17% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,796 | $366.1K | 0.04% | +441+18.7% | Added |
| Invst, LLC | 2,797 | $366.2K | 0.04% | +135+5.1% | Added |
| Renaissance Technologies LLC | 2,800 | $366.6K | 0.00% | −315,050−99.1% | Reduced |
| Union Savings Bank | 2,803 | $367.0K | 0.16% | −290−9.4% | Reduced |
| Cravens & Co Advisors, LLC | 2,803 | $367.0K | 0.24% | +210+8.1% | Added |
| BKM Wealth Management, LLC | 2,813 | $368.4K | 0.13% | −350−11.1% | Reduced |
| Diversify Advisory Services, LLC | 2,927 | $370.3K | 0.06% | −2,478−45.8% | Reduced |
| Oxford Financial Group Ltd | 2,829 | $370.4K | 0.02% | +844+42.5% | Added |