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 |
|---|---|---|---|---|---|
| Sather Financial Group Inc | 2,842 | $372.1K | 0.02% | +200+7.6% | Added |
| Evoke Wealth, LLC | 2,843 | $372.3K | 0.01% | −461−14.0% | Reduced |
| Muirfield Wealth Advisors LLC | 2,845 | $372.5K | 0.27% | −249−8.0% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,845 | $372.5K | 0.33% | −53−1.8% | Reduced |
| Holcombe Financial, Inc. | 2,853 | $373.6K | 0.22% | −43−1.5% | Reduced |
| MWA Asset Management | 2,860 | $374.5K | 0.21% | −368−11.4% | Reduced |
| CNB Bank | 2,861 | $374.6K | 0.16% | −95−3.2% | Reduced |
| PCB Capital LLC | 2,867 | $375.3K | 0.59% | −12−0.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,872 | $376.0K | 0.06% | +46+1.6% | Added |
| Caxton Associates LLP | 2,874 | $376.3K | 0.01% | −1,357−32.1% | Reduced |
| Shayne & Co., LLC | 2,882 | $377.4K | 0.12% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 2,888 | $378.1K | 0.11% | +13+0.5% | Added |
| Legacy Trust | 2,898 | $379.5K | 0.07% | −30−1.0% | Reduced |
| Peachtree Investment Partners, LLC | 2,899 | $379.6K | 0.14% | +112+4.0% | Added |
| Richardson Financial Services Inc. | 2,902 | $380.0K | 0.24% | −14−0.5% | Reduced |
| Smithfield Trust Co | 2,900 | $380.0K | 0.02% | +169+6.2% | Added |
| Financial Symmetry Inc | 2,939 | $380.8K | 0.14% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,914 | $381.5K | 0.03% | +84+3.0% | Added |
| Fagan Associates, Inc. | 2,917 | $382.0K | 0.05% | −280−8.8% | Reduced |
| Sovran Advisors, LLC | 2,964 | $383.9K | 0.03% | +269+10.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,938 | $384.8K | 0.24% | +57+2.0% | Added |
| Van Strum & Towne Inc. | 2,941 | $385.1K | 0.11% | +2+0.1% | Added |
| Centurion Wealth Management LLC | 2,947 | $385.9K | 0.09% | −53−1.8% | Reduced |
| Monticello Wealth Management, LLC | 2,963 | $388.0K | 0.02% | +9+0.3% | Added |
| PlanVest Financial, Inc | 2,964 | $388.2K | 0.30% | +2,964 | New |
| Syntegra Private Wealth Group, LLC | 2,971 | $389.0K | 0.04% | −120−3.9% | Reduced |
| Chiron Capital Management, LLC | 2,976 | $389.7K | 0.40% | +2,976 | New |
| Z3 Capital Partners, LLC | 2,977 | $389.8K | 0.10% | +2+0.1% | Added |
| Boston Trust Walden Corp | 2,984 | $390.7K | 0.00% | −166−5.3% | Reduced |
| Means Investment Co., Inc. | 2,985 | $390.9K | 0.03% | −102−3.3% | Reduced |
| Acorn Financial Advisory Services Inc | 2,988 | $391.3K | 0.05% | −33−1.1% | Reduced |
| Westover Capital Advisors, LLC | 2,991 | $391.6K | 0.07% | +991+49.6% | Added |
| Prostatis Group LLC | 2,993 | $391.9K | 0.10% | +115+4.0% | Added |
| Texas Bank & Trust Co | 2,998 | $392.6K | 0.15% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,998 | $392.6K | 0.19% | +16+0.5% | Added |
| Alta Advisers Ltd | 3,000 | $392.8K | 0.14% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $392.8K | 0.09% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 3,012 | $394.4K | 0.26% | +101+3.5% | Added |
| Heartwood Wealth Advisors LLC | 3,021 | $395.6K | 0.03% | −102−3.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,024 | $396.0K | 0.25% | +3,024 | New |
| Patriot Investment Management Inc. | 3,026 | $396.2K | 0.03% | −24−0.8% | Reduced |
| Sentinus, LLC | 3,027 | $396.4K | 0.04% | +374+14.1% | Added |
| Benin Management CORP | 3,034 | $397.3K | 0.09% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 3,043 | $398.0K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,043 | $398.4K | 0.19% | +50+1.7% | Added |
| Exchange Bank | 3,045 | $398.7K | 0.28% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,050 | $399.4K | 0.15% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 3,050 | $399.4K | 0.20% | +1,005+49.1% | Added |
| Steel Peak Wealth Management LLC | 3,050 | $399.4K | 0.01% | −320−9.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,052 | $399.6K | 0.07% | +84+2.8% | Added |
| FLC Capital Advisors | 3,055 | $400.0K | 0.07% | −5−0.2% | Reduced |
| Novem Group | 3,056 | $400.1K | 0.05% | +71+2.4% | Added |
| Global Assets Advisory, LLC | 3,057 | $400.2K | 0.12% | +293+10.6% | Added |
| LSP Investment Advisors, LLC | 3,060 | $400.7K | 0.29% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,061 | $400.8K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,063 | $401.1K | 0.26% | +124+4.2% | Added |
| First Business Financial Services, Inc. | 3,073 | $402.4K | 0.04% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,074 | $402.6K | 0.11% | −421−12.0% | Reduced |
| Harmony Asset Management LLC | 3,081 | $403.4K | 0.12% | −8,822−74.1% | Reduced |
| JB Capital LLC | 3,081 | $403.5K | 0.02% | −756−19.7% | Reduced |
| Resolute Capital, LLC | 3,083 | $403.7K | 0.16% | −215−6.5% | Reduced |
| Triad Wealth Partners, LLC | 3,090 | $404.5K | 0.03% | −264−7.9% | Reduced |
| Sax Wealth Advisors, LLC | 3,472 | $407.0K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,111 | $407.4K | 0.03% | −43−1.4% | Reduced |
| William B. Walkup & Associates, Inc. | 3,341 | $407.5K | 0.24% | +204+6.5% | Added |
| Nalls Sherbakoff Group, LLC | 3,113 | $407.6K | 0.30% | +16+0.5% | Added |
| Portfolio Design Labs, LLC | 3,126 | $409.3K | 0.07% | +3,126 | New |
| Revolve Wealth Partners, LLC | 3,137 | $410.7K | 0.05% | +242+8.4% | Added |
| Griffin Asset Management, Inc. | 3,144 | $411.7K | 0.05% | +10+0.3% | Added |
| CWS Financial Advisors, LLC | 3,155 | $413.1K | 0.11% | +2+0.1% | Added |
| West Paces Advisors Inc. | 3,155 | $413.1K | 0.08% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,160 | $413.7K | 0.05% | −6−0.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,162 | $414.0K | 0.15% | −40−1.2% | Reduced |
| 44 Wealth Management LLC | 3,167 | $414.7K | 0.15% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,171 | $415.0K | 0.18% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,171 | $415.2K | 0.06% | −89−2.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,172 | $415.4K | 0.07% | +7+0.2% | Added |
| May Hill Capital, LLC | 3,173 | $415.4K | 0.10% | +274+9.5% | Added |
| Approach Retirement Advisors, LLC | 3,179 | $416.3K | 0.35% | +203+6.8% | Added |
| Opal Wealth Advisors, LLC | 3,180 | $416.4K | 0.09% | −252−7.3% | Reduced |
| Fairvoy Private Wealth, LLC | 3,183 | $416.8K | 0.10% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,183 | $416.8K | 0.02% | +3,183 | New |
| TRB Wealth Management, LLC | 3,184 | $416.9K | 0.06% | +3,184 | New |
| Searle & Co. | 3,186 | $417.2K | 0.10% | +500+18.6% | Added |
| Birch Financial Group, LLC | 3,192 | $418.0K | 0.24% | −18−0.6% | Reduced |
| Ridge Creek Global, Inc | 3,193 | $418.1K | 0.35% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,197 | $418.6K | 0.01% | +798+33.3% | Added |
| Cim Investment Mangement Inc | 3,201 | $419.1K | 0.11% | −14−0.4% | Reduced |
| Salvus Wealth Management, LLC | 3,201 | $419.2K | 0.24% | +309+10.7% | Added |
| Bank of Hawaii | 3,206 | $419.8K | 0.02% | −441−12.1% | Reduced |
| Cooper Financial Group | 3,207 | $420.0K | 0.04% | +233+7.8% | Added |
| Moss Adams Wealth Advisors LLC | 3,210 | $420.4K | 0.03% | +3+0.1% | Added |
| WSFS Capital Management, LLC | 3,218 | $421.3K | 0.02% | −39−1.2% | Reduced |
| Interchange Capital Partners, LLC | 3,419 | $424.1K | 0.14% | −1,106−24.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,243 | $424.6K | 0.13% | +2+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 3,247 | $425.1K | 0.03% | +3,247 | New |
| Cladis Investment Advisory, LLC | 3,247 | $425.2K | 0.23% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,258 | $426.6K | 0.10% | +103+3.3% | Added |
| Beacon Investment Advisors LLC | 3,275 | $428.8K | 0.16% | −138−4.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,278 | $429.2K | 0.01% | −2,140−39.5% | Reduced |