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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 669,148 | $87.6M | 0.07% | +531,649+386.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 662,844 | $86.8M | 0.14% | +406,102+158.2% | Added |
| New York State Teachers Retirement System | 649,924 | $85.1M | 0.17% | +39,659+6.5% | Added |
| Schroder Investment Management Group | 636,800 | $83.9M | 0.07% | −74,517−10.5% | Reduced |
| Treasurer of the State of North Carolina | 626,213 | $82.0M | 0.26% | +35,626+6.0% | Added |
| Advisors Capital Management, LLC | 602,263 | $78.9M | 0.92% | +30,428+5.3% | Added |
| Quantinno Capital Management LP | 592,879 | $77.6M | 0.13% | +234,139+65.3% | Added |
| SEI Investments Co | 579,205 | $75.8M | 0.07% | +25,445+4.6% | Added |
| Advisor Group Holdings, Inc. | 571,832 | $74.8M | 0.11% | +128,383+29.0% | Added |
| Korea Investment CORP | 567,547 | $74.3M | 0.15% | −118,746−17.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 579,699 | $73.9M | 0.94% | −12,972−2.2% | Reduced |
| AQR Capital Management LLC | 563,353 | $73.7M | 0.03% | −264,628−32.0% | Reduced |
| Milford Funds Ltd | 553,293 | $72.4M | 1.52% | −282,000−33.8% | Reduced |
| Commonwealth Equity Services, LLC | 532,024 | $69.7M | 0.10% | −21,164−3.8% | Reduced |
| Macquarie Group Ltd | 528,355 | $69.2M | 0.41% | −8,950−1.7% | Reduced |
| Nordea Investment Management AB | 509,002 | $66.2M | 0.06% | +981+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 501,859 | $65.8M | 0.20% | −4,032−0.8% | Reduced |
| SG Americas Securities, LLC | 495,934 | $64.9M | 0.07% | −344,972−41.0% | Reduced |
| APG Asset Management N.V. | 570,956 | $64.9M | 0.21% | −14,039−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 584,863 | $64.8M | 0.14% | −150,217−20.4% | Reduced |
| Gotham Asset Management, LLC | 493,731 | $64.6M | 0.20% | −67,491−12.0% | Reduced |
| Captrust Financial Advisors | 490,302 | $64.2M | 0.11% | +27,828+6.0% | Added |
| Fort Washington Investment Advisors Inc | 489,935 | $64.2M | 0.35% | +19,987+4.3% | Added |
| Great West Life Assurance Co | 481,046 | $63.2M | 0.11% | +9,968+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 460,063 | $60.2M | 0.14% | +243,716+112.7% | Added |
| Pictet Asset Management Holding SA | 446,823 | $58.5M | 0.06% | −23,065−4.9% | Reduced |
| Creative Planning | 443,982 | $58.1M | 0.04% | +76,064+20.7% | Added |
| Cerity Partners LLC | 440,326 | $57.7M | 0.08% | +78,352+21.6% | Added |
| Zimmer Partners, LP | 437,929 | $57.3M | 1.41% | −205,000−31.9% | Reduced |
| Prudential Financial Inc | 433,397 | $56.7M | 0.07% | +9,398+2.2% | Added |
| State of Wisconsin Investment Board | 427,442 | $56.0M | 0.13% | +13,712+3.3% | Added |
| Vaughan David Investments LLC | 424,799 | $55.6M | 1.18% | +3,729+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 422,053 | $55.3M | 0.12% | +47,740+12.8% | Added |
| Standard Life Aberdeen plc | 413,010 | $54.1M | 0.09% | −32,771−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 407,080 | $53.3M | 0.09% | −4,149−1.0% | Reduced |
| Keybank National Association | 406,142 | $53.2M | 0.19% | +14,381+3.7% | Added |
| Magellan Asset Management Ltd | 402,505 | $52.7M | 0.68% | +66,226+19.7% | Added |
| Exchange Traded Concepts, LLC | 399,585 | $52.3M | 0.40% | +39,756+11.0% | Added |
| National Bank of Canada | 394,908 | $51.7M | 0.05% | +30,280+8.3% | Added |
| Investment Management Corp of Ontario | 392,800 | $51.4M | 0.66% | +318,339+427.5% | Added |
| CIBC Asset Management Inc | 387,544 | $50.7M | 0.12% | +6,908+1.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 386,816 | $50.6M | 0.15% | −11,267−2.8% | Reduced |
| MML Investors Services, LLC | 383,697 | $50.2M | 0.14% | −49,020−11.3% | Reduced |
| Old Republic International Corporation | 383,196 | $50.2M | 1.99% | 00.0% | Unchanged |
| Edgar Lomax Co | 375,886 | $49.2M | 3.51% | +98,725+35.6% | Added |
| Epoch Investment Partners, Inc. | 374,011 | $49.0M | 0.30% | −26,744−6.7% | Reduced |
| M&T Bank Corp | 373,022 | $48.8M | 0.16% | +9,000+2.5% | Added |
| TD Asset Management Inc | 371,527 | $48.6M | 0.04% | +11,003+3.1% | Added |
| Asset Management One Co.,Ltd. | 370,540 | $48.5M | 0.14% | −5,314−1.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 359,563 | $47.1M | 0.12% | +13,768+4.0% | Added |
| Stephens Inc | 345,684 | $45.3M | 0.57% | +38,505+12.5% | Added |
| US Bancorp | 345,167 | $45.2M | 0.05% | −1,446−0.4% | Reduced |
| CIBC Bancorp USA Inc. | 341,523 | $44.7M | 0.06% | +341,523 | New |
| Yaupon Capital Management LP | 337,728 | $44.2M | 2.18% | −106,235−23.9% | Reduced |
| Guggenheim Capital LLC | 335,876 | $44.0M | 0.35% | −7,934−2.3% | Reduced |
| Commerce Bank | 331,827 | $43.4M | 0.21% | +99,057+42.6% | Added |
| Crawford Investment Counsel Inc | 328,910 | $43.1M | 0.74% | +5,703+1.8% | Added |
| Public Employees Retirement System of Ohio | 325,823 | $42.7M | 0.14% | +1,536+0.5% | Added |
| Van Eck Associates Corp | 321,954 | $42.2M | 0.03% | +12,066+3.9% | Added |
| Resona Asset Management Co.,Ltd. | 317,710 | $41.6M | 0.21% | +5,060+1.6% | Added |
| Gabelli Funds LLC | 313,650 | $41.1M | 0.28% | −200−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 300,006 | $39.3M | 0.26% | −3,300−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 299,165 | $39.2M | 0.10% | +7,067+2.4% | Added |
| CI Private Wealth, LLC | 296,553 | $38.7M | 0.06% | −39,362−11.7% | Reduced |
| Teacher Retirement System of Texas | 292,328 | $38.3M | 0.16% | +80,618+38.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 285,943 | $37.2M | 0.06% | +29,506+11.5% | Added |
| Swiss Life Asset Management Ltd | 188,486 | $36.7M | 0.18% | +111,134+143.7% | Added |
| Vestcor Inc | 279,762 | $36.6M | 1.01% | +95,344+51.7% | Added |
| State of Tennessee, Treasury Department | 270,654 | $35.4M | 0.12% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 270,288 | $35.4M | 0.06% | +37,199+16.0% | Added |
| State of New Jersey Common Pension Fund D | 267,177 | $35.0M | 0.13% | −514−0.2% | Reduced |
| Heritage Wealth Advisors | 257,736 | $33.7M | 1.32% | −66,227−20.4% | Reduced |
| Squarepoint Ops LLC | 255,284 | $33.4M | 0.07% | +227,961+834.3% | Added |
| Jennison Associates LLC | 254,901 | $33.4M | 0.02% | −5,502−2.1% | Reduced |
| D.A. Davidson & Co. | 254,101 | $33.3M | 0.20% | +4,006+1.6% | Added |
| Intech Investment Management LLC | 253,939 | $33.3M | 0.33% | +6,547+2.6% | Added |
| Huntington National Bank | 246,576 | $32.3M | 0.18% | +9,119+3.8% | Added |
| Toronto Dominion Bank | 245,741 | $32.2M | 0.06% | −31,080−11.2% | Reduced |
| Neuberger Berman Group LLC | 245,420 | $32.2M | 0.02% | −65,711−21.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 245,387 | $32.1M | 0.25% | +27,743+12.7% | Added |
| Fukoku Mutual Life Insurance Co | 243,944 | $31.9M | 2.09% | −526−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 239,990 | $31.4M | 0.40% | −54,166−18.4% | Reduced |
| Acadian Asset Management LLC | 238,383 | $31.2M | 0.04% | +152,111+176.3% | Added |
| Davenport & Co LLC | 232,880 | $30.5M | 0.17% | +6,786+3.0% | Added |
| Lockheed Martin Investment Management Co | 232,670 | $30.5M | 1.12% | −150,380−39.3% | Reduced |
| Liberty One Investment Management, LLC | 232,015 | $30.4M | 3.13% | +27,012+13.2% | Added |
| Adage Capital Partners GP, L.L.C. | 230,113 | $30.1M | 0.05% | +230,113 | New |
| Worldquant Millennium Advisors LLC | 229,238 | $30.0M | 0.12% | −19,214−7.7% | Reduced |
| Mercer Global Advisors Inc | 225,404 | $29.5M | 0.04% | +8,897+4.1% | Added |
| IFM Investors Pty Ltd | 224,461 | $29.4M | 0.25% | +37,036+19.8% | Added |
| GWM Advisors LLC | 223,319 | $29.2M | 0.11% | +168+0.1% | Added |
| Public Sector Pension Investment Board | 221,194 | $29.0M | 0.09% | +23,154+11.7% | Added |
| CSM Advisors, LLC | 218,853 | $28.7M | 0.70% | −2,869−1.3% | Reduced |
| Susquehanna International Group, LLP | 214,790 | $28.1M | 0.04% | −141,260−39.7% | Reduced |
| Aptus Capital Advisors, LLC | 214,516 | $28.1M | 0.24% | −1,923−0.9% | Reduced |
| Sanctuary Advisors, LLC | 213,324 | $27.9M | 0.15% | +1,633+0.8% | Added |
| Arizona State Retirement System | 213,065 | $27.9M | 0.16% | −6,033−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 215,728 | $27.9M | 0.14% | +14,463+7.2% | Added |
| DekaBank Deutsche Girozentrale | 208,291 | $27.7M | 0.05% | 00.0% | Unchanged |
| Czech National Bank | 211,793 | $27.7M | 0.18% | +6,740+3.3% | Added |