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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 5,733 | $725.7K | 0.15% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,738 | $726.3K | 0.12% | −1,166−16.9% | Reduced |
| Baker Avenue Asset Management, LP | 5,744 | $727.1K | 0.01% | +2,094+57.4% | Added |
| Premier Path Wealth Partners, LLC | 5,745 | $727.2K | 0.08% | +29+0.5% | Added |
| Register Financial Advisors LLC | 5,784 | $732.2K | 0.22% | −45−0.8% | Reduced |
| Rathbone Brothers plc | 5,786 | $732.4K | 0.00% | +5,786 | New |
| Sapient Capital LLC | 5,790 | $732.9K | 0.01% | −3,466−37.4% | Reduced |
| RDA Financial Network | 5,815 | $736.0K | 0.16% | −13,301−69.6% | Reduced |
| Douglas Lane & Associates, LLC | 5,820 | $736.7K | 0.01% | +1,741+42.7% | Added |
| Almanack Investment Partners, LLC. | 5,827 | $737.6K | 0.09% | +1,838+46.1% | Added |
| High Net Worth Advisory Group LLC | 5,827 | $737.7K | 0.16% | +64+1.1% | Added |
| Goepper Burkhardt LLC | 5,832 | $738.2K | 0.22% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,846 | $740.0K | 0.05% | +1,500+34.5% | Added |
| Jump Financial, LLC | 5,860 | $741.8K | 0.01% | +3,254+124.9% | Added |
| McMillan Office, Inc. | 5,865 | $742.4K | 0.09% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5,872 | $743.4K | 0.07% | +119+2.1% | Added |
| Hantz Financial Services, Inc. | 5,885 | $745.0K | 0.01% | +630+12.0% | Added |
| Cross Staff Investments Inc | 5,886 | $745.0K | 0.44% | −563−8.7% | Reduced |
| Finward Bancorp | 5,894 | $746.1K | 0.57% | −49−0.8% | Reduced |
| Drake & Associates, LLC | 5,907 | $747.7K | 0.13% | −6,466−52.3% | Reduced |
| Radnor Capital Management, LLC | 5,926 | $750.1K | 0.11% | +1,300+28.1% | Added |
| JFS Wealth Advisors, LLC | 5,928 | $750.3K | 0.04% | +260+4.6% | Added |
| Personal Cfo Solutions, LLC | 5,929 | $750.5K | 0.11% | +706+13.5% | Added |
| Wealth Management Associates, Inc. | 5,933 | $751.0K | 0.21% | 00.0% | Unchanged |
| 71 West Capital Partners | 5,933 | $751.0K | 0.03% | +2,465+71.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,935 | $751.3K | 0.04% | −270−4.4% | Reduced |
| Trust Point Inc. | 5,938 | $751.6K | 0.06% | −413−6.5% | Reduced |
| United Bank | 5,945 | $752.5K | 0.23% | −95−1.6% | Reduced |
| Silverlake Wealth Management LLC | 5,959 | $754.3K | 0.14% | +279+4.9% | Added |
| Cannon Financial Strategists, Inc. | 5,989 | $758.1K | 0.09% | −884−12.9% | Reduced |
| Venturi Wealth Management, LLC | 6,017 | $761.6K | 0.03% | +577+10.6% | Added |
| West Michigan Advisors, LLC | 6,018 | $761.8K | 0.14% | −916−13.2% | Reduced |
| Waters Parkerson & Co., LLC | 6,022 | $762.2K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 6,023 | $762.4K | 0.07% | +30.0% | Added |
| Northwest Bancshares, Inc. | 6,032 | $763.5K | 0.14% | −100−1.6% | Reduced |
| Parkside Financial Bank & Trust | 6,035 | $763.9K | 0.05% | −28−0.5% | Reduced |
| Mitchell Sinkler & Starr | 6,046 | $765.3K | 0.32% | −5−0.1% | Reduced |
| Wellington Shields & Co., LLC | 6,049 | $765.6K | 0.17% | +300+5.2% | Added |
| Spinnaker Trust | 6,049 | $765.7K | 0.04% | +32+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 6,068 | $768.1K | 0.29% | −63−1.0% | Reduced |
| TrueWealth Advisors, LLC | 6,110 | $773.3K | 0.17% | +665+12.2% | Added |
| Moody National Bank Trust Division | 6,112 | $773.7K | 0.06% | −30.0% | Reduced |
| Eastern Bank | 6,117 | $774.3K | 0.01% | +453+8.0% | Added |
| Finivi Inc. | 6,121 | $774.9K | 0.40% | −286−4.5% | Reduced |
| High Point Wealth Management, LLC | 6,132 | $776.2K | 0.63% | +618+11.2% | Added |
| Bearing Point Capital, LLC | 6,151 | $778.6K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,160 | $779.7K | 0.05% | +2,712+78.7% | Added |
| Bank of New Hampshire | 6,179 | $782.1K | 0.16% | −76−1.2% | Reduced |
| First Command Advisory Services, Inc. | 6,188 | $783.3K | 0.00% | −2,236−26.5% | Reduced |
| Gateway Investment Advisers LLC | 6,189 | $783.4K | 0.01% | −102−1.6% | Reduced |
| LMR Partners LLP | 6,195 | $784.2K | 0.01% | +6,195 | New |
| Financial Management Professionals, Inc. | 6,198 | $784.5K | 0.07% | +16+0.3% | Added |
| Holistic Planning, LLC | 6,199 | $784.7K | 0.12% | +1,242+25.1% | Added |
| Keudell/Morrison Wealth Management | 6,201 | $784.9K | 0.15% | −155−2.4% | Reduced |
| Camden Capital, LLC | 6,212 | $786.3K | 0.04% | +1,286+26.1% | Added |
| McDaniel Terry & Co | 6,213 | $786.4K | 0.06% | +45+0.7% | Added |
| Tannin Capital LLC | 6,215 | $786.7K | 0.52% | +181+3.0% | Added |
| Armstrong Advisory Group, Inc | 6,275 | $794.3K | 0.05% | +14+0.2% | Added |
| Edgewood Management LLC | 6,302 | $797.7K | 0.01% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 6,304 | $797.9K | 0.81% | −972−13.4% | Reduced |
| Spinnaker Investment Group, LLC | 6,304 | $798.0K | 0.13% | +14+0.2% | Added |
| United Bank | 6,305 | $798.1K | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,308 | $798.5K | 0.12% | +12+0.2% | Added |
| WealthPoint Financial, LLC | 6,328 | $801.1K | 0.58% | −182−2.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,340 | $802.5K | 0.54% | −7−0.1% | Reduced |
| Thrive Wealth Management, LLC | 6,349 | $803.6K | 0.10% | −1,810−22.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,356 | $804.6K | 0.03% | −379−5.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,358 | $804.8K | 0.64% | −169−2.6% | Reduced |
| Hills Bank & Trust Co | 6,364 | $805.6K | 0.03% | −358−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 6,366 | $805.8K | 0.02% | +4+0.1% | Added |
| CVFG LLC | 6,368 | $806.0K | 0.08% | −1,030−13.9% | Reduced |
| Aspen Wealth Strategies, LLC | 6,370 | $806.3K | 0.39% | +318+5.3% | Added |
| Diligent Investors, LLC | 6,380 | $807.6K | 0.18% | +71+1.1% | Added |
| Main Street Financial Solutions, LLC | 6,383 | $808.0K | 0.05% | +522+8.9% | Added |
| Future Financial Wealth Managment LLC | 6,291 | $813.2K | 0.51% | −45−0.7% | Reduced |
| Essex Savings Bank | 6,436 | $814.7K | 0.18% | −1,379−17.6% | Reduced |
| Cornerstone Advisory, LLC | 6,437 | $814.8K | 0.07% | +21+0.3% | Added |
| John G Ullman & Associates Inc | 6,437 | $814.8K | 0.10% | +34+0.5% | Added |
| Capital Advisors Inc | 6,438 | $814.9K | 0.01% | +180+2.9% | Added |
| Continuum Advisory, LLC | 6,445 | $815.8K | 0.07% | −4,891−43.1% | Reduced |
| Camelot Portfolios, LLC | 6,473 | $819.4K | 0.58% | +6,473 | New |
| Dorsey & Whitney Trust CO LLC | 6,475 | $819.6K | 0.04% | +308+5.0% | Added |
| Nations Financial Group Inc, | 6,478 | $820.0K | 0.04% | −98−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 6,521 | $825.4K | 0.02% | +20.0% | Added |
| Challenger Wealth Management | 6,554 | $829.6K | 0.61% | −119−1.8% | Reduced |
| Bowen Hanes & Co Inc | 6,343 | $830.6K | 0.02% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 6,606 | $836.2K | 0.35% | +375+6.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 6,623 | $838.4K | 0.45% | +80+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 6,640 | $840.5K | 0.18% | −68−1.0% | Reduced |
| Clarity Financial LLC | 6,642 | $840.7K | 0.07% | −151,068−95.8% | Reduced |
| Journey Advisory Group, LLC | 6,643 | $840.9K | 0.06% | +82+1.2% | Added |
| Paradigm Capital Management, LLC | 6,651 | $842.0K | 0.72% | −50−0.7% | Reduced |
| Washington Trust Co | 6,662 | $843.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 6,703 | $844.4K | 0.01% | −184−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,683 | $845.9K | 0.02% | −289−4.1% | Reduced |
| Carret Asset Management, LLC | 6,688 | $846.6K | 0.07% | 00.0% | Unchanged |
| Corsicana & Co. | 6,703 | $848.5K | 0.41% | +703+11.7% | Added |
| Adirondack Trust Co | 6,720 | $850.6K | 0.25% | +1,934+40.4% | Added |
| Stephenson National Bank & Trust | 6,746 | $853.9K | 0.22% | +842+14.3% | Added |
| Miramontes Capital, LLC | 6,754 | $854.9K | 0.27% | −124−1.8% | Reduced |