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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,728 | $598.5K | 0.01% | +132+2.9% | Added |
| Centaurus Financial, Inc. | 4,737 | $600.0K | 0.02% | −56−1.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,742 | $600.2K | 0.09% | −3,254−40.7% | Reduced |
| NBH Bank | 4,746 | $600.7K | 0.25% | +4,746 | New |
| RB Capital Management, LLC | 4,755 | $601.9K | 0.12% | −34−0.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,756 | $602.0K | 0.01% | −564−10.6% | Reduced |
| Financial Advisors Network, Inc. | 4,758 | $602.3K | 0.07% | +568+13.6% | Added |
| Investment Advisory Services Inc | 4,769 | $603.7K | 0.17% | −40−0.8% | Reduced |
| Huber Capital Management LLC | 4,770 | $603.8K | 0.09% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,780 | $605.1K | 0.08% | −54−1.1% | Reduced |
| Blue Fin Capital, Inc. | 4,786 | $605.9K | 0.09% | +66+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,788 | $606.1K | 0.04% | +420+9.6% | Added |
| Petra Financial Advisors Inc | 4,791 | $606.4K | 0.28% | +11+0.2% | Added |
| Wolff Financial Management LLC | 4,810 | $608.9K | 0.12% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 4,813 | $609.2K | 0.08% | +4,813 | New |
| Southland Equity Partners LLC | 4,815 | $609.4K | 0.11% | +136+2.9% | Added |
| Roberts Glore & Co Inc | 4,817 | $609.8K | 0.15% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,832 | $611.6K | 0.11% | +1,231+34.2% | Added |
| Bedel Financial Consulting, Inc. | 4,834 | $611.9K | 0.06% | +265+5.8% | Added |
| Interchange Capital Partners, LLC | 4,847 | $613.5K | 0.12% | +1,428+41.8% | Added |
| Castleview Partners, LLC | 4,852 | $614.3K | 0.27% | +1,044+27.4% | Added |
| Probity Advisors, Inc. | 4,869 | $616.3K | 0.09% | +89+1.9% | Added |
| Southeast Asset Advisors Inc. | 4,903 | $620.6K | 0.06% | 00.0% | Unchanged |
| Rogco, LP | 4,921 | $622.9K | 0.19% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,924 | $623.2K | 0.09% | −219−4.3% | Reduced |
| Headinvest, LLC | 4,939 | $625.2K | 0.12% | −84−1.7% | Reduced |
| White Pine Capital LLC | 4,944 | $625.8K | 0.15% | −89−1.8% | Reduced |
| Cynosure Management, LLC | 4,948 | $626.3K | 0.09% | +4,948 | New |
| Duncan Williams Asset Management, LLC | 4,954 | $627.0K | 0.14% | +4,954 | New |
| Hudock, Inc. | 4,983 | $630.8K | 0.08% | +10.0% | Added |
| Busey Wealth Management | 4,999 | $632.8K | 0.02% | +145+3.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $632.9K | 0.16% | −266−5.1% | Reduced |
| Jmac Enterprises LLC | 5,000 | $632.9K | 0.11% | +500+11.1% | Added |
| XML Financial, LLC | 5,002 | $633.2K | 0.05% | −230−4.4% | Reduced |
| Broyhill Asset Management | 5,003 | $633.3K | 0.56% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 5,009 | $634.0K | 0.32% | +36+0.7% | Added |
| SBI Securities Co., Ltd. | 5,061 | $640.6K | 0.01% | −271−5.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,064 | $641.0K | 0.01% | +5,064 | New |
| Uhlmann Price Securities, LLC | 5,067 | $641.4K | 0.02% | +11+0.2% | Added |
| Kathmere Capital Management, LLC | 5,070 | $641.8K | 0.03% | +1,009+24.8% | Added |
| First National Bank & Trust Co of Newtown | 5,130 | $643.4K | 0.13% | −936−15.4% | Reduced |
| Optas, LLC | 5,086 | $643.8K | 0.09% | +338+7.1% | Added |
| Bridgewater Advisors Inc. | 5,449 | $645.6K | 0.04% | −91−1.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 5,103 | $646.0K | 0.01% | +946+22.8% | Added |
| Transcend Wealth Collective, LLC | 5,117 | $647.7K | 0.04% | +2,203+75.6% | Added |
| Latitude Advisors, LLC | 5,139 | $650.5K | 0.26% | +1,772+52.6% | Added |
| Hendershot Investments Inc. | 5,153 | $652.2K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,163 | $653.5K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 5,169 | $654.3K | 0.02% | +381+8.0% | Added |
| HHM Wealth Advisors, LLC | 5,173 | $654.8K | 0.07% | −30−0.6% | Reduced |
| Costello Asset Management, INC | 5,196 | $657.7K | 0.20% | −14−0.3% | Reduced |
| Firethorn Wealth Partners, LLC | 5,203 | $658.6K | 0.21% | +33+0.6% | Added |
| Cypress Wealth Services, LLC | 5,209 | $659.3K | 0.08% | −575−9.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,216 | $660.3K | 0.24% | −189−3.5% | Reduced |
| Indie Asset Partners, LLC | 5,218 | $660.5K | 0.63% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 5,222 | $661.0K | 0.18% | +34+0.7% | Added |
| Burney Co | 5,229 | $661.9K | 0.02% | +2,719+108.3% | Added |
| Aegis Wealth Management LLC | 5,257 | $665.4K | 0.31% | +258+5.2% | Added |
| Tudor Financial Inc. | 5,276 | $667.9K | 0.30% | −129−2.4% | Reduced |
| Ashton Thomas Securities, LLC | 5,295 | $670.4K | 0.10% | +546+11.5% | Added |
| Mosaic Family Wealth Partners, LLC | 5,300 | $670.9K | 0.05% | +740+16.2% | Added |
| Wilkins Investment Counsel Inc | 5,309 | $672.0K | 0.09% | 00.0% | Unchanged |
| STG Securities, LLC | 5,325 | $674.0K | 0.73% | +5,325 | New |
| Quest 10 Wealth Builders, Inc. | 5,330 | $674.7K | 0.52% | +81+1.5% | Added |
| Gladstone Institutional Advisory LLC | 5,333 | $675.0K | 0.02% | +516+10.7% | Added |
| Guyasuta Investment Advisors Inc | 5,351 | $677.3K | 0.03% | −241−4.3% | Reduced |
| MEMBERS Trust Co | 5,353 | $677.6K | 0.02% | −100−1.8% | Reduced |
| Cordatus Wealth Management LLC | 5,357 | $677.9K | 0.15% | +25+0.5% | Added |
| Visionary Horizons, LLC | 5,387 | $681.9K | 0.29% | −447−7.7% | Reduced |
| Crewe Advisors LLC | 5,391 | $682.4K | 0.05% | +30+0.6% | Added |
| Freestone Capital Holdings, LLC | 5,396 | $683.0K | 0.02% | −483−8.2% | Reduced |
| Live Oak Investment Partners | 5,418 | $685.8K | 0.37% | +183+3.5% | Added |
| PCM Encore, LLC | 5,418 | $685.9K | 0.12% | −71−1.3% | Reduced |
| Kassira Wealth Management LLC | 5,442 | $688.8K | 0.55% | +1,148+26.7% | Added |
| Decker Wealth Management LLC | 5,476 | $693.2K | 0.15% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5,477 | $693.3K | 0.06% | +8+0.1% | Added |
| Gsa Capital Partners LLP | 5,490 | $695.0K | 0.04% | +5,490 | New |
| Paradigm Financial Partners, LLC | 5,491 | $695.0K | 0.06% | −780−12.4% | Reduced |
| Kera Capital Partners, Inc. | 5,495 | $695.6K | 0.07% | +2,699+96.5% | Added |
| NorthRock Partners, LLC | 5,504 | $696.7K | 0.01% | −413−7.0% | Reduced |
| E&G Advisors, LP | 5,509 | $697.3K | 0.13% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,532 | $700.2K | 0.08% | −28−0.5% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $700.9K | 0.25% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 5,541 | $701.4K | 0.03% | +162+3.0% | Added |
| SageView Advisory Group, LLC | 5,562 | $704.0K | 0.02% | −104−1.8% | Reduced |
| Financial Security Advisor, Inc. | 5,575 | $705.7K | 0.11% | −909−14.0% | Reduced |
| First Financial Bank - Trust Division | 5,579 | $706.2K | 0.05% | +249+4.7% | Added |
| WealthPlan Investment Management, LLC | 5,581 | $706.4K | 0.04% | +347+6.6% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,587 | $707.3K | 0.55% | +706+14.5% | Added |
| BCGM Wealth Management, LLC | 5,624 | $711.9K | 0.15% | +261+4.9% | Added |
| Charter Trust Co | 5,628 | $712.4K | 0.04% | −20−0.4% | Reduced |
| MBA Advisors LLC | 5,630 | $712.6K | 0.24% | +77+1.4% | Added |
| Avestar Capital, LLC | 5,632 | $712.9K | 0.04% | −229−3.9% | Reduced |
| EntryPoint Capital, LLC | 5,636 | $713.4K | 0.17% | +5,636 | New |
| Keel Point, LLC | 5,654 | $715.7K | 0.04% | −534−8.6% | Reduced |
| Bill Few Associates, Inc. | 5,657 | $716.1K | 0.15% | +510+9.9% | Added |
| HighPoint Advisor Group LLC | 5,663 | $716.9K | 0.03% | +889+18.6% | Added |
| Kuhn & Co Investment Counsel | 5,696 | $721.0K | 0.42% | +16+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 5,803 | $722.4K | 0.04% | +2,556+78.7% | Added |
| Accurate Wealth Management, LLC | 5,772 | $724.2K | 0.07% | +543+10.4% | Added |