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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q2 2026

Institutional positions in Duke Energy CORP as of Jun 30, 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
2,491
+40 vs. Q1 2026
Shares held
543.9M
+6.15M (+1.1%) vs. Q1 2026
Total value
$68.9B
−$1.54B (−2.2%) vs. Q1 2026
New holders
176
1,136 more added
Sold out
136
812 more reduced

34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 2,491 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,491 institutions
Value heldQ2 2026: $68.9B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,491$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2026.

Institutions holding DUK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.2$00.00%+2New
Navigoe, LLC3$00.00%+3New
Tounjian Advisory Partners, LLC0$550.00%0New
Meeder Asset Management Inc1$1270.00%00.0%Unchanged
Elequin Capital LP1$1270.00%+1New
Maryland Capital Advisors Inc.1$1270.00%+1New
ROSS\JOHNSON & Associates LLC1$1270.00%+1New
DecisionPoint Financial, LLC3$3780.00%−11−78.6%Reduced
Halbert Hargrove Global Advisors, LLC4$4740.00%+4New
3 Factor Indexing, LLC4$5070.00%00.0%Unchanged
Phillip James Consulting Co.7$8860.00%00.0%Unchanged
Y.D. More Investments Ltd2,356$1.00K0.00%+325+16.0%Added
Breakwater Investment Management8$1.01K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$1.14K0.00%+9New
Strive Financial Group ,LLC10$1.27K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.10$1.27K0.00%+6+150.0%Added
HFM Investment Advisors, LLC11$1.39K0.00%+4+57.1%Added
Vanguard Advisers Inc14$1.77K0.00%+14New
Mountain Hill Investment Partners Corp.16$2.00K0.00%00.0%Unchanged
Osbon Capital Management LLC16$2.02K0.00%00.0%Unchanged
Creative Capital Management Investments LLC16$2.02K0.00%+16New
Toews Corp19$2.40K0.00%+19New
Torren Management, LLC19$2.42K0.00%00.0%Unchanged
Arlington Trust Co LLC24$3.04K0.00%00.0%Unchanged
1015 Capital Partners, LLC24$3.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$3.29K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC26$3.32K0.00%+18+225.0%Added
Quaker Wealth Management, LLC31$3.92K0.00%+9+40.9%Added
Quarry LP33$4.18K0.00%+33New
Consultiva Wealth Management, Corp.34$4.30K0.01%00.0%Unchanged
WestEnd Advisors, LLC35$4.43K0.00%+1+2.9%Added
PayPay Securities Corp37$4.68K0.18%+2+5.7%Added
Mosley Wealth Management38$4.83K0.00%+5+15.2%Added
Raiffeisen Bank International AG39$5.00K0.00%+39New
Carolina Wealth Advisors, LLC40$5.06K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.41$5.19K0.00%00.0%Unchanged
Transce3nd, LLC42$5.27K0.05%−1−2.3%Reduced
Clean Yield Group42$5.32K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.44$5.57K0.00%+44New
CBIZ Investment Advisory Services, LLC43$5.63K0.00%00.0%Unchanged
Newton One Investments LLC46$5.82K0.00%+46New
JDM Financial Group LLC46$5.84K0.00%+16+53.3%Added
Three Bearings Fiduciary Advisors, Inc.47$5.95K0.01%00.0%Unchanged
Ogorek Anthony Joseph52$6.00K0.00%00.0%Unchanged
Atomic Invest LLC47$6.02K0.00%+13+38.2%Added
Ameliora Wealth Management Ltd.50$6.33K0.00%00.0%Unchanged
Granite FO LLC50$6.33K0.00%00.0%Unchanged
Davis Asset Management, L.P.54$6.83K0.00%00.0%Unchanged
Stone House Investment Management, LLC57$7.21K0.00%+2+3.6%Added
Principia Wealth Advisory, LLC58$7.34K0.00%+12+26.1%Added
Valued Wealth Advisors LLC58$7.40K0.00%+1+1.8%Added
Brown, Lisle/Cummings, Inc.61$7.72K0.00%−18−22.8%Reduced
MRP Capital Investments, LLC63$7.97K0.01%00.0%Unchanged
Penserra Capital Management LLC66$8.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC67$8.48K0.00%+46+219.0%Added
Clark Wealth Partners67$8.48K0.00%00.0%Unchanged
Westend Capital Management, LLC68$8.57K0.00%+68New
Hurley Capital, LLC69$8.75K0.00%+3+4.5%Added
Mowery & Schoenfeld Wealth Management, LLC70$8.86K0.01%00.0%Unchanged
Investors Portfolio Services LLC71$8.98K0.01%−3−4.1%Reduced
Aspect Partners, LLC73$9.24K0.00%00.0%Unchanged
Activest Wealth Management74$9.37K0.00%−179−70.8%Reduced
Whipplewood Advisors, LLC75$9.49K0.01%−1,284−94.5%Reduced
Birchwood Financial Partners, Inc.78$9.83K0.01%00.0%Unchanged
Highland Investment Advisors LLC79$9.95K0.00%+79New
Thompson Investment Management, Inc.80$10.1K0.00%00.0%Unchanged
Toth Financial Advisory Corp82$10.4K0.00%−69−45.7%Reduced
Kingdom Financial Group LLC.85$10.7K0.00%+1+1.2%Added
Burk Holdings LLC86$10.9K0.00%00.0%Unchanged
HighMark Wealth Management LLC87$11.0K0.00%+50+135.1%Added
McDonald Partners LLC87$11.0K0.00%+87New
Rachor Investment Advisory Services, LLC87$11.0K0.01%00.0%Unchanged
Manning & Napier Advisors LLC87$11.1K0.00%+87New
Park Square Financial Group, LLC90$11.4K0.10%−20−18.2%Reduced
Entrust Financial LLC91$11.5K0.01%00.0%Unchanged
WealthCollab, LLC92$11.6K0.00%−10−9.8%Reduced
Guinness Atkinson Asset Management Inc93$11.8K0.01%00.0%Unchanged
Maseco LLP96$12.2K0.00%+18+23.1%Added
Cedar Mountain Advisors, LLC97$12.3K0.00%+22+29.3%Added
Rocky Mountain Advisers, LLC100$12.7K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$12.7K0.01%00.0%Unchanged
Graney & King, LLC100$12.7K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.100$12.7K0.01%+100New
Burnham & Co LLC100$12.7K0.01%+100New
General Partner, Inc.101$12.8K0.01%00.0%Unchanged
Core Alternative Capital104$13.2K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.104$13.2K0.01%00.0%Unchanged
Imprint Wealth LLC107$13.5K0.05%00.0%Unchanged
J.Safra Asset Management Corp110$13.9K0.00%00.0%Unchanged
Acima Private Wealth, LLC110$13.9K0.00%00.0%Unchanged
Sankala Group LLC114$14.2K0.01%+2+1.8%Added
Rakuten Securities, Inc.115$14.6K0.00%+29+33.7%Added
Decker Retirement Planning Inc.117$14.8K0.01%+117New
Davis Capital Management118$14.9K0.01%+16+15.7%Added
Erste Asset Management GmbH120$15.2K0.00%+120New
TD Capital Management LLC121$15.3K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC126$15.9K0.00%−20−13.7%Reduced
Sfam, LLC129$16.3K0.01%00.0%Unchanged
SIMA Wealth Partners, LLC129$16.3K0.01%00.0%Unchanged
EFG International AG129$16.3K0.00%00.0%Unchanged