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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 6,762 | $855.9K | 0.03% | +456+7.2% | Added |
| Core Capital Management & Research, inc. | 7,146 | $856.5K | 0.45% | +7,146 | New |
| Crescent Sterling, Ltd. | 6,771 | $857.1K | 0.77% | +608+9.9% | Added |
| Marex Group plc | 6,796 | $860.2K | 0.01% | +6,796 | New |
| International Assets Investment Management, LLC | 6,867 | $863.7K | 0.05% | −1,174−14.6% | Reduced |
| Fortem Financial Group, LLC | 6,829 | $864.4K | 0.18% | +1,159+20.4% | Added |
| GW Henssler & Associates Ltd | 6,830 | $864.6K | 0.04% | −22−0.3% | Reduced |
| Flputnam Investment Management Co | 6,857 | $867.9K | 0.01% | −27−0.4% | Reduced |
| BIP Wealth, LLC | 6,858 | $868.1K | 0.02% | +358+5.5% | Added |
| Clarion Wealth Managment Partners, LLC | 6,864 | $868.8K | 0.70% | −74−1.1% | Reduced |
| Manchester Capital Management LLC | 6,868 | $869.4K | 0.11% | −4−0.1% | Reduced |
| Capital Square, LLC | 6,942 | $871.2K | 0.38% | +36+0.5% | Added |
| Mechanics Financial Corp | 6,894 | $872.6K | 0.31% | +290+4.4% | Added |
| Roundview Capital LLC | 6,901 | $873.5K | 0.05% | +1,182+20.7% | Added |
| XY Planning Network, Inc. | 6,905 | $874.1K | 0.11% | +397+6.1% | Added |
| 3Chopt Investment Partners, LLC | 6,916 | $875.4K | 0.16% | +501+7.8% | Added |
| KLCM Advisors, Inc. | 6,927 | $876.8K | 0.07% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 6,941 | $879.0K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 6,968 | $882.0K | 0.19% | +3,710+113.9% | Added |
| Howard Capital Management Inc. | 6,978 | $883.3K | 0.01% | +3,077+78.9% | Added |
| Archer Investment Corp | 7,009 | $887.2K | 0.17% | +10+0.1% | Added |
| Smith Thornton Advisors LLC | 7,000 | $888.0K | 0.39% | +238+3.5% | Added |
| AdvisorNet Financial, Inc | 7,038 | $890.9K | 0.04% | +455+6.9% | Added |
| Glen Eagle Advisors, LLC | 7,052 | $892.7K | 0.11% | +1,299+22.6% | Added |
| Crews Bank & Trust | 7,079 | $896.1K | 0.12% | −130−1.8% | Reduced |
| Madden Securities Corp | 7,121 | $901.4K | 0.25% | 00.0% | Unchanged |
| Monument Capital Management | 7,137 | $903.4K | 0.18% | +1,285+22.0% | Added |
| V-Square Quantitative Management LLC | 7,160 | $906.3K | 0.09% | +317+4.6% | Added |
| West Family Investments, Inc. | 7,168 | $907.3K | 0.26% | +81+1.1% | Added |
| Northstar Financial Companies, Inc. | 7,187 | $909.7K | 0.61% | +1,043+17.0% | Added |
| Kiley Juergens Wealth Management, LLC | 7,200 | $911.4K | 0.14% | −669−8.5% | Reduced |
| Baldwin Investment Management, LLC | 7,218 | $913.7K | 0.09% | −104−1.4% | Reduced |
| CX Institutional | 7,220 | $914.0K | 0.03% | −1,552−17.7% | Reduced |
| Soltis Investment Advisors LLC | 7,233 | $915.5K | 0.05% | +459+6.8% | Added |
| Venture Visionary Partners LLC | 7,244 | $917.0K | 0.03% | +586+8.8% | Added |
| BCS Wealth Management | 7,260 | $919.0K | 0.17% | −74−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 7,263 | $919.4K | 0.14% | −200−2.7% | Reduced |
| Gratus Wealth Advisors, LLC | 7,279 | $921.3K | 0.12% | −123−1.7% | Reduced |
| Ancora Advisors, LLC | 7,280 | $921.5K | 0.02% | −1,512−17.2% | Reduced |
| Cigna Investments Inc | 7,300 | $924.0K | 0.12% | −46−0.6% | Reduced |
| Powers Advisory Group, LLC | 7,308 | $925.0K | 0.29% | −5−0.1% | Reduced |
| Kapstone Financial Advisors LLC | 7,339 | $929.0K | 0.39% | −16−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 7,355 | $931.0K | 0.10% | +24+0.3% | Added |
| Fisher Asset Management, LLC | 7,422 | $939.5K | 0.00% | −3,453−31.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 7,429 | $940.4K | 0.25% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,463 | $940.5K | 0.05% | −7,947−51.6% | Reduced |
| Lantz Financial LLC | 7,442 | $942.0K | 0.17% | +288+4.0% | Added |
| HM Payson & Co | 7,469 | $945.4K | 0.01% | −522−6.5% | Reduced |
| OneAscent Financial Services LLC | 7,493 | $948.5K | 0.05% | −1,510−16.8% | Reduced |
| Gradient Investments LLC | 7,504 | $949.9K | 0.01% | +237+3.3% | Added |
| Integras Partners LLC | 7,512 | $950.9K | 0.52% | +7,512 | New |
| HORAN Wealth, LLC | 7,531 | $953.3K | 0.12% | +289+4.0% | Added |
| Bigelow Investment Advisors, LLC | 7,557 | $956.6K | 0.35% | +25+0.3% | Added |
| Community Bank of Raymore | 7,565 | $957.6K | 0.56% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,567 | $957.9K | 0.12% | +174+2.4% | Added |
| SCP Investment, LP | 7,600 | $962.0K | 0.89% | +7,600 | New |
| Angeles Wealth Management, LLC | 7,617 | $964.2K | 0.04% | +85+1.1% | Added |
| Blue Rock Wealth Management LLC | 7,641 | $967.2K | 0.54% | +101+1.3% | Added |
| Sawyer & Company, Inc | 7,667 | $970.5K | 0.33% | −235−3.0% | Reduced |
| Strategic Investment Advisors | 7,712 | $976.1K | 0.06% | −1,126−12.7% | Reduced |
| Fiduciary Trust Co | 7,727 | $978.1K | 0.01% | −2,695−25.9% | Reduced |
| NewEdge Wealth, LLC | 7,736 | $979.2K | 0.01% | +1,287+20.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,764 | $982.8K | 0.04% | +9+0.1% | Added |
| Fiduciary Group LLC | 7,767 | $983.1K | 0.08% | −179−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,701 | $987.4K | 0.02% | +166+2.2% | Added |
| SNS Financial Group, LLC | 7,827 | $990.7K | 0.02% | +7,827 | New |
| LongView Wealth Management | 7,828 | $990.9K | 0.25% | +18+0.2% | Added |
| Foster Victor Wealth Advisors, LLC | 7,873 | $994.9K | 0.05% | −296−3.6% | Reduced |
| Prosperity Consulting Group, LLC | 7,862 | $995.2K | 0.04% | −123−1.5% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $998.5K | 0.04% | 00.0% | Unchanged |
| DB&C Advisors, LLC | 7,914 | $1.00M | 1.08% | +35+0.4% | Added |
| Neville Rodie & Shaw Inc | 7,915 | $1.00M | 0.06% | −600−7.0% | Reduced |
| Catalyst Financial Partners LLC | 7,920 | $1.00M | 0.10% | −1,380−14.8% | Reduced |
| SCS Capital Management LLC | 7,943 | $1.01M | 0.01% | +16+0.2% | Added |
| Wulff, Hansen & Co. | 7,950 | $1.01M | 0.77% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,979 | $1.01M | 0.10% | +137+1.7% | Added |
| 111 Capital | 7,983 | $1.01M | 0.17% | +7,983 | New |
| Marble Wealth, LLC | 7,987 | $1.01M | 0.15% | +79+1.0% | Added |
| Alessandra Capital Management, LLC | 8,006 | $1.01M | 0.72% | −133−1.6% | Reduced |
| Pittenger & Anderson Inc | 8,025 | $1.02M | 0.04% | +775+10.7% | Added |
| Albion Financial Group | 8,048 | $1.02M | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 8,069 | $1.02M | 0.08% | +628+8.4% | Added |
| Harbour Trust & Investment Management Co | 8,100 | $1.03M | 0.10% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 8,130 | $1.03M | 0.05% | −57−0.7% | Reduced |
| Persium Advisors, LLC | 8,174 | $1.03M | 0.67% | +842+11.5% | Added |
| Sumitomo Life Insurance Co | 8,183 | $1.04M | 0.02% | −457−5.3% | Reduced |
| Rehmann Capital Advisory Group | 8,185 | $1.04M | 0.05% | +52+0.6% | Added |
| Violich Capital Management, Inc. | 8,208 | $1.04M | 0.11% | −500−5.7% | Reduced |
| Reaves W H & Co Inc | 8,264 | $1.05M | 0.02% | −13−0.2% | Reduced |
| City National Bank of Florida | 8,271 | $1.05M | 0.44% | +1,672+25.3% | Added |
| CacheTech Inc. | 8,315 | $1.05M | 0.17% | +2,384+40.2% | Added |
| Kanawha Capital Management LLC | 8,344 | $1.06M | 0.07% | +336+4.2% | Added |
| Stratos Wealth Advisors, LLC | 8,361 | $1.06M | 0.06% | +1,150+15.9% | Added |
| North Dallas Bank & Trust Co | 8,373 | $1.06M | 0.63% | +607+7.8% | Added |
| Intrust Bank NA | 8,466 | $1.07M | 0.08% | +440+5.5% | Added |
| Chicago Capital, LLC | 8,488 | $1.07M | 0.03% | −600−6.6% | Reduced |
| Aviance Capital Partners, LLC | 8,517 | $1.08M | 0.11% | +194+2.3% | Added |
| Avanza Fonder AB | 8,517 | $1.08M | 0.02% | +7,489+728.5% | Added |
| Nilsine Partners, LLC | 8,536 | $1.08M | 0.07% | +762+9.8% | Added |
| Tortuga Wealth Management, Inc | 8,540 | $1.08M | 0.82% | +399+4.9% | Added |