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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 4,048 | $512.4K | 0.24% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,048 | $512.4K | 0.05% | +4+0.1% | Added |
| Fortress Wealth Group, LLC | 3,927 | $512.6K | 0.18% | +128+3.4% | Added |
| Carolina Wealth Management Inc | 4,050 | $512.6K | 0.24% | +4,050 | New |
| Am Investment Strategies LLC | 4,055 | $513.0K | 0.10% | +7+0.2% | Added |
| TBH Global Asset Management, LLC | 4,055 | $513.3K | 0.09% | −300−6.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,055 | $513.3K | 0.05% | 00.0% | Unchanged |
| BXM Wealth LLC | 4,065 | $514.5K | 0.28% | +1,288+46.4% | Added |
| Park Place Capital Corp | 4,070 | $515.1K | 0.08% | −7−0.2% | Reduced |
| Peak Financial Advisors LLC | 4,073 | $515.5K | 0.21% | +20+0.5% | Added |
| Employees Retirement System of Texas | 4,074 | $516.0K | 0.00% | +4,074 | New |
| McCollum Christoferson Group LLC | 4,079 | $516.3K | 0.15% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,080 | $516.4K | 0.01% | −96−2.3% | Reduced |
| Capital Management Associates, Inc | 4,087 | $517.3K | 0.10% | −60−1.4% | Reduced |
| Citizens Business Bank | 4,090 | $517.7K | 0.08% | −128−3.0% | Reduced |
| Marathon Capital Management | 4,110 | $520.2K | 0.11% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,117 | $521.2K | 0.04% | +114+2.8% | Added |
| Advyzon Investment Management, LLC | 4,122 | $521.8K | 0.04% | +503+13.9% | Added |
| Fourth Dimension Wealth, LLC | 4,133 | $523.2K | 0.17% | +347+9.2% | Added |
| PFG Advisors | 4,135 | $523.4K | 0.03% | −362−8.0% | Reduced |
| Salomon & Ludwin, LLC | 4,168 | $524.2K | 0.04% | −28−0.7% | Reduced |
| Westmount Partners, LLC | 4,144 | $524.5K | 0.12% | +110+2.7% | Added |
| Community Financial Services Group, LLC | 4,173 | $524.8K | 0.08% | +441+11.8% | Added |
| Evolve Private Wealth, LLC | 4,148 | $525.1K | 0.03% | +1,374+49.5% | Added |
| Oakworth Capital, Inc. | 4,162 | $526.3K | 0.03% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 4,167 | $527.4K | 0.30% | +1,143+37.8% | Added |
| Capital Performance Advisors LLP | 4,168 | $527.6K | 0.03% | −672−13.9% | Reduced |
| Saxony Capital Management, LLC | 4,171 | $527.9K | 0.24% | −227−5.2% | Reduced |
| Ironsides Asset Advisors, LLC | 4,177 | $528.8K | 0.12% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,178 | $528.9K | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,181 | $529.2K | 0.10% | +1,596+61.7% | Added |
| Verum Partners LLC | 4,182 | $529.4K | 0.08% | +797+23.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,187 | $530.0K | 0.03% | −2,233−34.8% | Reduced |
| Meridian Investment Counsel Inc. | 4,190 | $530.4K | 0.11% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,195 | $531.1K | 0.11% | −649−13.4% | Reduced |
| Mirabella Financial Services LLP | 4,196 | $531.1K | 0.05% | +1,883+81.4% | Added |
| Old Port Advisors | 4,196 | $531.2K | 0.10% | −401−8.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,213 | $533.3K | 0.11% | −13−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,229 | $535.3K | 0.02% | −33−0.8% | Reduced |
| Marshall Financial Group LLC | 4,234 | $536.0K | 0.08% | −635−13.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,235 | $536.1K | 0.30% | +428+11.2% | Added |
| Mayfair Advisory Group, LLC | 4,108 | $536.2K | 0.16% | +360+9.6% | Added |
| Acorns Advisers, LLC | 4,246 | $537.0K | 0.00% | +319+8.1% | Added |
| Brucke Financial, Inc. | 4,249 | $537.9K | 0.24% | +1,199+39.3% | Added |
| MJP Associates Inc | 4,252 | $538.2K | 0.06% | −520−10.9% | Reduced |
| Waddell & Associates, LLC | 4,273 | $540.9K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 4,285 | $542.4K | 0.04% | −549−11.4% | Reduced |
| Oxbow Advisors, LLC | 4,295 | $543.7K | 0.04% | +1,578+58.1% | Added |
| Adams Wealth Management | 4,321 | $547.0K | 0.10% | +762+21.4% | Added |
| Asset Advisors Investment Management, LLC | 4,327 | $547.7K | 0.05% | −346−7.4% | Reduced |
| Johnson Financial Group, Inc. | 4,328 | $547.8K | 0.02% | +2,652+158.2% | Added |
| Archetype Wealth Partners | 4,329 | $548.0K | 0.06% | +57+1.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,331 | $548.2K | 0.05% | +91+2.1% | Added |
| Versant Capital Management, Inc | 4,340 | $549.4K | 0.05% | +692+19.0% | Added |
| Thompson David Blair | 4,368 | $552.9K | 0.28% | +89+2.1% | Added |
| Quotient Wealth Partners, LLC | 4,371 | $553.3K | 0.01% | +498+12.9% | Added |
| KPP Advisory Services LLC | 4,376 | $553.9K | 0.07% | −33−0.7% | Reduced |
| Focused Wealth Management, Inc | 4,386 | $555.1K | 0.05% | +110+2.6% | Added |
| Nikulski Financial, Inc. | 4,391 | $555.8K | 0.12% | −25−0.6% | Reduced |
| Truvestments Capital LLC | 4,392 | $555.9K | 0.08% | −59−1.3% | Reduced |
| Zacks Investment Management | 4,404 | $557.5K | 0.00% | −261−5.6% | Reduced |
| Meadowbrook Wealth Management, LLC | 4,436 | $557.9K | 0.60% | +990+28.7% | Added |
| Calamos Wealth Management LLC | 4,416 | $559.0K | 0.02% | −518−10.5% | Reduced |
| ABN AMRO Bank N.V. | 4,380 | $562.4K | 0.01% | −1,300−22.9% | Reduced |
| Argus Investors' Counsel, Inc. | 4,448 | $563.0K | 0.43% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,474 | $566.3K | 0.37% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,491 | $568.4K | 0.09% | −502−10.1% | Reduced |
| Calton & Associates, Inc. | 4,493 | $568.8K | 0.08% | −1,919−29.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,495 | $569.0K | 0.39% | 00.0% | Unchanged |
| Alpha Zero LLC | 4,521 | $570.1K | 0.22% | +2,366+109.8% | Added |
| Aspiriant, LLC | 4,504 | $570.2K | 0.01% | +134+3.1% | Added |
| Los Angeles Capital Management LLC | 4,527 | $573.0K | 0.00% | −24,246−84.3% | Reduced |
| PDS Planning, Inc | 4,530 | $573.4K | 0.03% | +298+7.0% | Added |
| BayBridge Capital Group, LLC | 4,537 | $574.4K | 0.30% | +1,785+64.9% | Added |
| Doheny Asset Management | 4,553 | $576.0K | 0.33% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,555 | $576.6K | 0.08% | +272+6.4% | Added |
| Readystate Asset Management LP | 4,572 | $578.7K | 0.02% | +4,572 | New |
| Thayer Financial, L.L.C. | 4,582 | $580.0K | 0.53% | −20−0.4% | Reduced |
| O'Rourke & Company, Inc | 4,582 | $580.1K | 0.20% | +7+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,583 | $580.2K | 0.27% | −8−0.2% | Reduced |
| Intrua Financial, LLC | 4,589 | $580.9K | 0.06% | −202−4.2% | Reduced |
| Washington Capital Management Inc | 4,595 | $581.6K | 0.38% | 00.0% | Unchanged |
| Level Wealth Management LLC | 4,599 | $582.1K | 0.23% | −176−3.7% | Reduced |
| Code Waechter LLC | 4,601 | $582.4K | 0.30% | +12+0.3% | Added |
| Northstar Advisory Group, LLC | 4,607 | $583.2K | 0.18% | +79+1.7% | Added |
| Aigen Investment Management, LP | 4,612 | $583.8K | 0.16% | +4,612 | New |
| Capital Analysts, LLC | 4,610 | $584.0K | 0.01% | +3+0.1% | Added |
| Princeton Capital Management LLC | 4,619 | $584.6K | 0.13% | +10.0% | Added |
| Smith Chas P & Associates Pa Cpas | 4,625 | $585.4K | 0.03% | −94−2.0% | Reduced |
| Bridges Investment Management Inc | 4,658 | $589.6K | 0.01% | −166−3.4% | Reduced |
| One Capital Management, LLC | 4,506 | $590.1K | 0.02% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,666 | $590.6K | 0.33% | 00.0% | Unchanged |
| Univest Financial Corp | 4,678 | $592.1K | 0.03% | +2,074+79.6% | Added |
| L2 Asset Management, LLC | 4,679 | $592.3K | 0.06% | +6+0.1% | Added |
| Denali Advisors LLC | 4,685 | $593.0K | 0.06% | +49+1.1% | Added |
| SeaCrest Wealth Management, LLC | 4,690 | $593.7K | 0.07% | −270−5.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,695 | $594.3K | 0.01% | +849+22.1% | Added |
| Boothbay Fund Management, LLC | 4,714 | $596.7K | 0.01% | +2,138+83.0% | Added |
| Greatmark Investment Partners, Inc. | 4,721 | $597.6K | 0.07% | −324−6.4% | Reduced |
| Pettinga Financial Advisors, LLC | 4,728 | $598.5K | 0.10% | −322−6.4% | Reduced |