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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
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
- 2,492
- +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
- 813 more reduced
33 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 3,462 | $438.2K | 0.02% | −348−9.1% | Reduced |
| Sequent Asset Management, LLC | 3,464 | $438.5K | 0.18% | +160+4.8% | Added |
| Summit Asset Management, LLC | 3,477 | $440.1K | 0.06% | +148+4.4% | Added |
| Twinbeech Capital LP | 3,484 | $441.0K | 0.08% | +3,484 | New |
| CRA Financial Services, LLC | 3,488 | $441.5K | 0.05% | +39+1.1% | Added |
| GSB Wealth Management, LLC | 3,494 | $442.3K | 0.09% | −195−5.3% | Reduced |
| Anchyra Partners LLC | 3,495 | $442.4K | 0.11% | +198+6.0% | Added |
| Anchor Bay Capital, Inc. | 3,655 | $442.9K | 0.24% | +3,655 | New |
| North Star Investment Management Corp. | 3,502 | $443.3K | 0.02% | −69−1.9% | Reduced |
| Westhampton Capital, LLC | 3,503 | $443.4K | 0.18% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,507 | $444.0K | 0.12% | −43−1.2% | Reduced |
| King Wealth | 3,512 | $445.0K | 0.05% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,516 | $445.1K | 0.13% | −59−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 3,520 | $445.6K | 0.16% | −300−7.9% | Reduced |
| YANKCOM Partnership | 3,522 | $445.8K | 0.16% | +55+1.6% | Added |
| Curbstone Financial Management Corp | 3,522 | $445.8K | 0.08% | +200+6.0% | Added |
| TRUE Private Wealth Advisors | 3,522 | $445.9K | 0.04% | −63−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,523 | $445.9K | 0.09% | +214+6.5% | Added |
| Abc Arbitrage SA | 3,527 | $446.4K | 0.05% | +3,527 | New |
| Triad Wealth Partners, LLC | 3,610 | $448.7K | 0.03% | +520+16.8% | Added |
| Perpetual Ltd | 3,554 | $449.9K | 0.01% | −45−1.3% | Reduced |
| Terry L. Blaker | 3,559 | $450.5K | 0.02% | −570−13.8% | Reduced |
| Beaton Management Co. Inc. | 3,560 | $451.0K | 0.18% | +389+12.3% | Added |
| Sagewood Asset Management LP | 3,566 | $451.4K | 0.10% | +220+6.6% | Added |
| Brady Martz Wealth Solutions, LLC | 3,578 | $452.9K | 0.07% | +3,578 | New |
| Titleist Asset Management, LLC | 3,579 | $453.3K | 0.03% | −248−6.5% | Reduced |
| LexAurum Advisors, LLC | 3,584 | $453.7K | 0.05% | −98−2.7% | Reduced |
| Investors Asset Management of Georgia Inc | 3,586 | $453.9K | 0.16% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 3,594 | $454.9K | 0.17% | +5+0.1% | Added |
| Global Assets Advisory, LLC | 3,616 | $454.9K | 0.10% | +559+18.3% | Added |
| Vestor Capital, LLC | 10,250 | $455.0K | 0.04% | +8,865+640.1% | Added |
| WBH Advisory Inc | 3,596 | $455.1K | 0.03% | −166−4.4% | Reduced |
| Clear Creek Financial Management, LLC | 3,596 | $455.2K | 0.03% | +114+3.3% | Added |
| Spire Wealth Management | 3,609 | $456.9K | 0.01% | +188+5.5% | Added |
| Quad-Cities Investment Group, LLC | 3,616 | $457.7K | 0.16% | −124−3.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 3,617 | $457.9K | 0.07% | −110−3.0% | Reduced |
| Harold Davidson & Associates Inc. | 3,624 | $458.8K | 0.20% | −4−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 3,635 | $460.1K | 0.18% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 3,648 | $461.8K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,660 | $463.3K | 0.02% | −122−3.2% | Reduced |
| Stanley-Laman Group, Ltd. | 3,660 | $463.3K | 0.05% | +3,660 | New |
| Spears Abacus Advisors LLC | 3,661 | $463.4K | 0.01% | +185+5.3% | Added |
| Broadwater Capital Management LLC | 3,666 | $464.0K | 0.34% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,603 | $465.7K | 0.03% | +639+21.6% | Added |
| Resolute Capital, LLC | 3,690 | $467.1K | 0.16% | +607+19.7% | Added |
| Salvus Wealth Management, LLC | 3,691 | $467.2K | 0.26% | +490+15.3% | Added |
| First Western Trust Bank | 3,701 | $468.5K | 0.02% | +60+1.6% | Added |
| Wealthquest Corp | 3,708 | $469.4K | 0.03% | +194+5.5% | Added |
| LifePlan Investment Advisors, Inc. | 3,710 | $469.6K | 0.16% | +1,180+46.6% | Added |
| Stonebridge Financial Planning Group, LLC | 3,718 | $470.6K | 0.15% | −10−0.3% | Reduced |
| Objectivity Squared, LLC | 3,718 | $470.6K | 0.27% | −8−0.2% | Reduced |
| Lake Street Financial LLC | 3,737 | $473.0K | 0.05% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 3,743 | $473.8K | 0.25% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,764 | $476.5K | 0.24% | +83+2.3% | Added |
| Walter & Keenan Financial Consulting Co | 3,780 | $478.4K | 0.12% | +156+4.3% | Added |
| Garner Asset Management Corp | 3,791 | $479.8K | 0.16% | +222+6.2% | Added |
| Wendell David Associates Inc | 3,790 | $480.0K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 3,793 | $480.1K | 0.19% | −103−2.6% | Reduced |
| GeoWealth Management, LLC | 3,795 | $480.4K | 0.02% | −477−11.2% | Reduced |
| Chelsea Counsel Co | 3,801 | $481.1K | 0.20% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,805 | $481.7K | 0.09% | +135+3.7% | Added |
| Trueblood Wealth Management, LLC | 3,813 | $482.6K | 0.17% | +26+0.7% | Added |
| Ameriflex Group, Inc. | 3,826 | $484.3K | 0.20% | +46+1.2% | Added |
| Aspen Grove Capital, LLC | 3,826 | $484.4K | 0.07% | +21+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 3,827 | $484.5K | 0.03% | +333+9.5% | Added |
| First Financial Group Corp | 3,832 | $485.1K | 0.35% | +3+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 3,849 | $487.3K | 0.03% | +418+12.2% | Added |
| Verus Capital Partners, LLC | 3,863 | $488.9K | 0.03% | −1,785−31.6% | Reduced |
| Koshinski Asset Management, Inc. | 3,864 | $489.1K | 0.03% | −18−0.5% | Reduced |
| Sentinus, LLC | 3,865 | $489.2K | 0.04% | +838+27.7% | Added |
| Signature Estate & Investment Advisors LLC | 3,868 | $489.6K | 0.01% | +98+2.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,875 | $490.6K | 0.06% | −79−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,877 | $491.0K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,884 | $491.7K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,885 | $491.8K | 0.01% | +378+10.8% | Added |
| Connecticut Wealth Management, LLC | 3,889 | $492.3K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,889 | $492.3K | 0.15% | +839+27.5% | Added |
| CMG Global Holdings, LLC | 3,910 | $494.9K | 0.21% | −50−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 3,910 | $495.0K | 0.04% | −1,555−28.5% | Reduced |
| Lafayette Investments, Inc. | 3,914 | $495.4K | 0.09% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,916 | $495.7K | 0.04% | +226+6.1% | Added |
| SmartHarvest Portfolios, LLC | 3,916 | $495.7K | 0.16% | +261+7.1% | Added |
| First Nebraska Trust Co | 3,920 | $496.2K | 0.04% | +92+2.4% | Added |
| LeConte Wealth Management, LLC | 3,921 | $496.3K | 0.27% | +112+2.9% | Added |
| Fairfield, Bush & Co. | 3,924 | $496.7K | 0.24% | −100−2.5% | Reduced |
| Patron Partners Advisors, LLC | 3,933 | $497.8K | 0.19% | +1,581+67.2% | Added |
| St Germain D J Co Inc | 3,940 | $498.7K | 0.02% | −169−4.1% | Reduced |
| Foster Group, Inc. | 3,951 | $500.1K | 0.01% | +401+11.3% | Added |
| John Boyer, Inc. | 3,953 | $500.3K | 0.43% | +35+0.9% | Added |
| Atlas Wealth Partners, LLC | 3,957 | $500.9K | 0.55% | −25−0.6% | Reduced |
| Lantern Wealth Advisors, LLC | 3,959 | $501.1K | 0.23% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,967 | $502.1K | 0.13% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 3,968 | $502.3K | 0.05% | −639−13.9% | Reduced |
| Everpar Advisors LLC | 3,968 | $502.3K | 0.14% | +642+19.3% | Added |
| Uncommon Cents Investing LLC | 3,974 | $503.0K | 0.11% | +200+5.3% | Added |
| Agate Pass Investment Management, LLC | 3,989 | $504.9K | 0.19% | −175−4.2% | Reduced |
| Sax Wealth Advisors, LLC | 3,861 | $505.6K | 0.02% | +389+11.2% | Added |
| Fulcrum Equity Management | 3,998 | $506.1K | 0.41% | +26+0.7% | Added |
| Gilman Hill Asset Management, LLC | 4,011 | $507.8K | 0.07% | −225−5.3% | Reduced |
| Breakwater Capital Group | 4,044 | $511.9K | 0.06% | −104−2.5% | Reduced |