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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 8,559 | $1.08M | 0.29% | −133−1.5% | Reduced |
| Cura Wealth Advisors, LLC | 8,588 | $1.09M | 0.46% | −25−0.3% | Reduced |
| Brighton Jones LLC | 8,599 | $1.09M | 0.02% | +954+12.5% | Added |
| Nepsis, Inc. | 8,611 | $1.09M | 0.37% | −64−0.7% | Reduced |
| Themes Management Co LLC | 8,757 | $1.11M | 0.73% | +1,058+13.7% | Added |
| Evermay Wealth Management LLC | 8,766 | $1.11M | 0.11% | −65−0.7% | Reduced |
| Gryphon Financial Partners LLC | 8,787 | $1.11M | 0.10% | +1,478+20.2% | Added |
| First Dallas Securities Inc. | 8,808 | $1.11M | 0.37% | −19−0.2% | Reduced |
| Allred Capital Management, LLC | 8,820 | $1.12M | 0.37% | −37−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 8,858 | $1.12M | 0.02% | −453−4.9% | Reduced |
| Ingalls & Snyder LLC | 8,865 | $1.12M | 0.03% | −46−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 8,866 | $1.12M | 0.07% | +10.0% | Added |
| Newbridge Financial Services Group, Inc. | 8,880 | $1.12M | 0.14% | −5,217−37.0% | Reduced |
| Croban | 8,887 | $1.12M | 0.50% | +368+4.3% | Added |
| BCS Private Wealth Management, Inc. | 8,898 | $1.13M | 0.34% | −793−8.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,913 | $1.13M | 0.06% | +83+0.9% | Added |
| Horizon Financial Services, LLC | 8,934 | $1.13M | 0.43% | +243+2.8% | Added |
| EverSource Wealth Advisors, LLC | 8,942 | $1.13M | 0.04% | −2,461−21.6% | Reduced |
| CoreCap Advisors, LLC | 8,994 | $1.14M | 0.03% | +193+2.2% | Added |
| Bank Ozk | 9,041 | $1.14M | 0.34% | −1,995−18.1% | Reduced |
| EPG Wealth Management LLC | 9,041 | $1.14M | 0.27% | +2,522+38.7% | Added |
| Indivisible Partners | 9,049 | $1.15M | 0.06% | +1,304+16.8% | Added |
| Keynote Financial Services LLC | 9,054 | $1.15M | 0.54% | −100−1.1% | Reduced |
| Intesa Sanpaolo S.p.A. | 9,071 | $1.15M | 0.04% | +571+6.7% | Added |
| St. Louis Trust Co | 5,207 | $1.15M | 0.31% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,078 | $1.15M | 0.07% | +89+1.0% | Added |
| Dearborn Partners LLC | 9,081 | $1.15M | 0.07% | −22−0.2% | Reduced |
| Stableford Capital II LLC | 9,149 | $1.16M | 0.40% | +570+6.6% | Added |
| Peoples Financial Services Corp. | 9,156 | $1.16M | 0.50% | −43−0.5% | Reduced |
| Gateway Wealth Partners, LLC | 9,162 | $1.16M | 0.07% | −4,473−32.8% | Reduced |
| Huntleigh Advisors, Inc. | 9,163 | $1.16M | 0.16% | +514+5.9% | Added |
| Revisor Wealth Management LLC | 9,214 | $1.17M | 0.28% | −1,719−15.7% | Reduced |
| Cidel Asset Management Inc | 9,227 | $1.17M | 0.06% | +1,981+27.3% | Added |
| Kavar Capital Partners Group, LLC | 9,238 | $1.17M | 0.14% | −198−2.1% | Reduced |
| Atlas Brown,Inc. | 9,245 | $1.17M | 0.31% | +13+0.1% | Added |
| Sollinda Capital Management LLC | 9,268 | $1.17M | 0.25% | +352+3.9% | Added |
| Field & Main Bank | 9,308 | $1.18M | 0.24% | +200+2.2% | Added |
| JBR Co Financial Management Inc | 9,338 | $1.18M | 0.43% | +427+4.8% | Added |
| Abacus Planning Group, Inc. | 9,339 | $1.18M | 0.15% | −17−0.2% | Reduced |
| Nwam LLC | 9,359 | $1.18M | 0.06% | +4,548+94.5% | Added |
| Hilltop Holdings Inc. | 9,367 | $1.19M | 0.10% | −1,864−16.6% | Reduced |
| Sculati Wealth Management, LLC | 9,508 | $1.19M | 0.40% | +7+0.1% | Added |
| Pines Wealth Management, LLC | 9,409 | $1.19M | 0.34% | −10−0.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 9,431 | $1.19M | 0.56% | +40.0% | Added |
| Cassaday & Co Wealth Management LLC | 9,450 | $1.20M | 0.02% | +944+11.1% | Added |
| Elm Partners Management LLC | 9,463 | $1.20M | 0.04% | 00.0% | Unchanged |
| PeakShares LLC | 9,467 | $1.20M | 0.89% | +263+2.9% | Added |
| Strategic Advisors LLC | 9,475 | $1.20M | 0.26% | −58,266−86.0% | Reduced |
| First City Capital Management, Inc. | 9,558 | $1.21M | 0.59% | −29−0.3% | Reduced |
| Atom Investors LP | 9,595 | $1.21M | 0.11% | +9,595 | New |
| Rithm Capital Corp. | 9,600 | $1.22M | 1.49% | +1,000+11.6% | Added |
| Guardian Wealth Advisors, LLC | 9,606 | $1.22M | 0.07% | +1,527+18.9% | Added |
| KCM Investment Advisors LLC | 9,611 | $1.22M | 0.04% | −371−3.7% | Reduced |
| Picton Mahoney Asset Management | 9,637 | $1.22M | 0.01% | +9,627+96,270.0% | Added |
| Integrity Alliance, LLC. | 9,723 | $1.23M | 0.04% | +1,271+15.0% | Added |
| Trust Co of Virginia | 9,740 | $1.23M | 0.09% | −784−7.4% | Reduced |
| First Manhattan Co | 9,820 | $1.24M | 0.00% | −2,324−19.1% | Reduced |
| Chicago Trust Co NA | 9,865 | $1.25M | 0.18% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 9,918 | $1.26M | 1.09% | −535−5.1% | Reduced |
| Gables Capital Management Inc. | 9,954 | $1.26M | 0.46% | 00.0% | Unchanged |
| First County Bank | 9,980 | $1.26M | 0.59% | −649−6.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,020 | $1.27M | 0.13% | −9,256−48.0% | Reduced |
| Wills Financial Group LLC | 10,030 | $1.27M | 0.46% | +374+3.9% | Added |
| Twin City Private Wealth, LLC | 10,119 | $1.28M | 0.90% | −2,802−21.7% | Reduced |
| Harbor Investment Advisory, LLC | 10,195 | $1.29M | 0.09% | +602+6.3% | Added |
| Verity Asset Management, Inc. | 10,205 | $1.29M | 0.49% | +696+7.3% | Added |
| Taylor Hoffman Capital Management LLC | 10,259 | $1.30M | 0.32% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 10,121 | $1.30M | 0.11% | −2,329−18.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 10,271 | $1.30M | 0.21% | +2,837+38.2% | Added |
| Insigneo Advisory Services, LLC | 10,289 | $1.30M | 0.05% | +239+2.4% | Added |
| Moneta Group Investment Advisors LLC | 10,291 | $1.30M | 0.01% | +1,011+10.9% | Added |
| National Asset Management, Inc. | 10,151 | $1.30M | 0.07% | +519+5.4% | Added |
| Phillips Wealth Planners LLC | 10,219 | $1.31M | 0.97% | −1,023−9.1% | Reduced |
| AA Financial Advisors, LLC | 10,357 | $1.31M | 0.16% | +780+8.1% | Added |
| Whalerock Point Partners, LLC | 10,362 | $1.31M | 0.22% | −370−3.4% | Reduced |
| Winthrop Capital Management, LLC | 10,378 | $1.31M | 0.32% | +58+0.6% | Added |
| Bright Futures Wealth Management, LLC. | 10,403 | $1.32M | 0.85% | −2,093−16.7% | Reduced |
| Formidable Asset Management, LLC | 10,080 | $1.32M | 0.21% | −15−0.1% | Reduced |
| Simplicity Wealth,LLC | 10,453 | $1.32M | 0.04% | +2,872+37.9% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 10,455 | $1.32M | 0.69% | −30.0% | Reduced |
| Western Wealth Management, LLC | 10,480 | $1.33M | 0.04% | +68+0.7% | Added |
| Fca Corp | 10,487 | $1.33M | 0.33% | +575+5.8% | Added |
| Hayek Kallen Investment Management | 10,493 | $1.33M | 0.40% | +14+0.1% | Added |
| Grimes & Company, Inc. | 10,521 | $1.33M | 0.03% | +816+8.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 10,524 | $1.33M | 0.99% | −36−0.3% | Reduced |
| Valmark Advisers, Inc. | 10,535 | $1.33M | 0.01% | −209−1.9% | Reduced |
| Clearbridge Investments, LLC | 10,537 | $1.33M | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,570 | $1.34M | 0.04% | −340−3.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,574 | $1.34M | 0.11% | −60−0.6% | Reduced |
| Haverford Trust Co | 10,584 | $1.34M | 0.01% | −975−8.4% | Reduced |
| Corundum Group, Inc. | 10,621 | $1.34M | 0.40% | −146−1.4% | Reduced |
| Machina Capital S.A.S. | 10,628 | $1.35M | 0.21% | +10,628 | New |
| Dynamic Technology Lab Private Ltd | 10,652 | $1.35M | 0.30% | +10,652 | New |
| Eagle Global Advisors LLC | 10,650 | $1.35M | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 10,683 | $1.35M | 1.07% | +106+1.0% | Added |
| Cherokee Insurance Co | 10,700 | $1.35M | 0.52% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,705 | $1.36M | 0.04% | +1,215+12.8% | Added |
| CFS Investment Advisory Services, LLC | 10,565 | $1.37M | 0.09% | +7+0.1% | Added |
| Fortress Private Ledger, LLC | 10,831 | $1.37M | 0.37% | +53+0.5% | Added |
| RIA Advisory Group LLC | 10,834 | $1.37M | 0.30% | +798+8.0% | Added |