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
Q3 2026 data is still coming in: 6 institutions have reported holding DUK so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Allen Wealth Management, LLC | 10,879 | $1.38M | 0.67% | −673−5.8% | Reduced |
| Mechanics Bank Trust Department | 11,062 | $1.40M | 0.17% | −1,540−12.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 11,103 | $1.41M | 0.02% | −107−1.0% | Reduced |
| Greenfield Savings Bank | 11,152 | $1.41M | 0.54% | −80−0.7% | Reduced |
| Qtron Investments LLC | 11,187 | $1.42M | 0.19% | −1,796−13.8% | Reduced |
| Outfitter Financial LLC | 11,190 | $1.42M | 0.99% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 11,204 | $1.42M | 0.15% | +11,204 | New |
| Widmann Financial Services, Inc. | 11,249 | $1.42M | 0.76% | −149−1.3% | Reduced |
| Hexagon Capital Partners LLC | 11,291 | $1.43M | 0.20% | +1,575+16.2% | Added |
| LMG Wealth Partners, LLC | 11,293 | $1.43M | 0.23% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 11,314 | $1.43M | 0.19% | +732+6.9% | Added |
| Trust Investment Advisors | 11,349 | $1.44M | 0.69% | +40.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 11,200 | $1.44M | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,357 | $1.44M | 0.02% | +2,082+22.4% | Added |
| LCNB Corp | 11,397 | $1.44M | 0.44% | −75−0.7% | Reduced |
| Rollins Financial Advisors, LLC | 11,427 | $1.45M | 0.19% | +2,045+21.8% | Added |
| Ethos Financial Group, LLC | 11,427 | $1.45M | 0.10% | −3,107−21.4% | Reduced |
| Invesco, LLC | 11,492 | $1.45M | 0.45% | +580+5.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 11,547 | $1.46M | 0.39% | +1,347+13.2% | Added |
| Bellecapital International Ltd. | 11,553 | $1.46M | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,565 | $1.46M | 0.03% | +146+1.3% | Added |
| MainStreet Investment Advisors LLC | 11,573 | $1.46M | 0.20% | +1,114+10.7% | Added |
| Heritage Investors Management Corp | 11,593 | $1.47M | 0.04% | −119−1.0% | Reduced |
| Balboa Wealth Partners | 11,590 | $1.47M | 0.20% | −1,482−11.3% | Reduced |
| Ausdal Financial Partners, Inc. | 11,600 | $1.47M | 0.06% | +19+0.2% | Added |
| Drucker Wealth 3.0, LLC | 11,605 | $1.47M | 0.23% | −157−1.3% | Reduced |
| Segment Wealth Management, LLC | 11,622 | $1.47M | 0.08% | +764+7.0% | Added |
| Chesley Taft & Associates LLC | 11,633 | $1.47M | 0.06% | +332+2.9% | Added |
| Clough Capital Partners L P | 11,662 | $1.48M | 0.12% | −48,860−80.7% | Reduced |
| Burkett Financial Services, LLC | 11,683 | $1.48M | 0.46% | −462−3.8% | Reduced |
| LifePlan Financial, LLC | 11,736 | $1.49M | 1.04% | +90+0.8% | Added |
| 1st Source Bank | 11,756 | $1.49M | 0.07% | −347−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 11,786 | $1.49M | 0.01% | +394+3.5% | Added |
| Mystic Asset Management, Inc. | 11,819 | $1.50M | 0.32% | −12−0.1% | Reduced |
| LVW Advisors, LLC | 11,871 | $1.50M | 0.13% | +163+1.4% | Added |
| Earnest Partners LLC | 11,872 | $1.50M | 0.01% | −277−2.3% | Reduced |
| Alpha Omega Wealth Management LLC | 11,877 | $1.50M | 0.23% | −14−0.1% | Reduced |
| Retirement Guys Formula LLC | 11,905 | $1.51M | 0.57% | +744+6.7% | Added |
| Cascades Capital Asset Management, LLC | 11,920 | $1.51M | 0.56% | +2,414+25.4% | Added |
| Inspire Advisors, LLC | 11,961 | $1.51M | 0.11% | +3,462+40.7% | Added |
| Marble Harbor Investment Counsel, LLC | 11,958 | $1.51M | 0.15% | 00.0% | Unchanged |
| Man Group plc | 11,973 | $1.52M | 0.00% | −2,528−17.4% | Reduced |
| RFG Advisory, LLC | 11,978 | $1.52M | 0.02% | +390+3.4% | Added |
| Advisortrust Partners, LLC | 11,998 | $1.52M | 0.52% | +985+8.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 11,998 | $1.52M | 0.31% | +382+3.3% | Added |
| Beech Hill Advisors, Inc. | 12,013 | $1.52M | 0.67% | +373+3.2% | Added |
| Danske Bank A/S | 12,087 | $1.53M | 0.00% | +2,700+28.8% | Added |
| Penobscot Investment Management Company, Inc. | 12,091 | $1.53M | 0.11% | −60−0.5% | Reduced |
| King Luther Capital Management Corp | 12,103 | $1.53M | 0.01% | −653−5.1% | Reduced |
| Excalibur Management Corp | 12,143 | $1.54M | 0.51% | +75+0.6% | Added |
| Claro Advisors LLC | 12,181 | $1.54M | 0.16% | +135+1.1% | Added |
| MBL Wealth, LLC | 12,184 | $1.54M | 0.11% | +259+2.2% | Added |
| TownSquare Capital, LLC | 12,220 | $1.55M | 0.28% | +550+4.7% | Added |
| Souders Financial Advisors | 12,253 | $1.55M | 0.16% | −226−1.8% | Reduced |
| Norway Savings Bank | 12,266 | $1.55M | 0.65% | −115−0.9% | Reduced |
| Buckingham Strategic Partners | 12,304 | $1.56M | 0.01% | +4,073+49.5% | Added |
| Pullen Investment Management, LLC | 12,307 | $1.56M | 0.72% | +176+1.5% | Added |
| Frank, Rimerman Advisors LLC | 12,333 | $1.56M | 0.09% | +4,061+49.1% | Added |
| HBK Sorce Advisory LLC | 12,668 | $1.56M | 0.03% | +1,570+14.1% | Added |
| Allen Capital Group, LLC | 12,386 | $1.57M | 0.13% | −164−1.3% | Reduced |
| Nicolet Bankshares Inc | 12,407 | $1.57M | 0.05% | +146+1.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,391 | $1.57M | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 12,422 | $1.57M | 0.03% | +496+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 12,440 | $1.57M | 0.02% | −256−2.0% | Reduced |
| First National Trust Co | 12,440 | $1.57M | 0.05% | −2,934−19.1% | Reduced |
| NovaPoint Capital, LLC | 12,467 | $1.58M | 0.33% | +733+6.2% | Added |
| Everhart Financial Group, Inc. | 12,468 | $1.58M | 0.10% | −58−0.5% | Reduced |
| Change Path, LLC | 12,484 | $1.58M | 0.03% | −609−4.7% | Reduced |
| MTM Investment Management, LLC | 12,516 | $1.58M | 0.45% | −120−0.9% | Reduced |
| Syon Capital LLC | 12,526 | $1.59M | 0.07% | +1,972+18.7% | Added |
| Brooks, Moore & Associates, Inc. | 12,547 | $1.59M | 0.71% | +588+4.9% | Added |
| Focus Financial Network, Inc. | 12,562 | $1.59M | 0.05% | −720−5.4% | Reduced |
| Keystone Financial Group | 12,585 | $1.59M | 0.09% | +682+5.7% | Added |
| ZWJ Investment Counsel Inc | 12,593 | $1.59M | 0.05% | +104+0.8% | Added |
| Columbia Asset Management | 12,624 | $1.60M | 0.28% | −520−4.0% | Reduced |
| Diversified Trust Co | 12,644 | $1.60M | 0.03% | +462+3.8% | Added |
| Arbor Investment Advisors, LLC | 12,647 | $1.60M | 0.18% | +6,732+113.8% | Added |
| Doliver Advisors, LP | 12,648 | $1.60M | 0.36% | +551+4.6% | Added |
| Premier Fund Managers Ltd | 12,500 | $1.60M | 0.15% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 12,793 | $1.62M | 0.08% | +2,455+23.7% | Added |
| Novare Capital Management LLC | 12,823 | $1.62M | 0.12% | −255−1.9% | Reduced |
| Cassia Capital Partners, LLC | 12,856 | $1.63M | 0.79% | −60.0% | Reduced |
| Kennondale Capital Management LLC | 12,865 | $1.63M | 1.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,905 | $1.63M | 0.02% | +473+3.8% | Added |
| Orca Wealth Management, LLC | 12,909 | $1.63M | 0.98% | −25−0.2% | Reduced |
| Armor Investment Advisors, LLC | 12,981 | $1.64M | 0.53% | −652−4.8% | Reduced |
| Gibson Wealth Advisors LLC | 13,000 | $1.65M | 1.03% | −2,000−13.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 13,078 | $1.66M | 1.29% | +449+3.6% | Added |
| Concord Asset Management, LLC | 13,080 | $1.66M | 0.26% | +109+0.8% | Added |
| TCW Group Inc | 13,081 | $1.66M | 0.01% | +229+1.8% | Added |
| Welch Group, LLC | 13,082 | $1.66M | 0.06% | +275+2.1% | Added |
| Williams Jones Wealth Management, LLC. | 13,119 | $1.66M | 0.02% | −214−1.6% | Reduced |
| Marshall Wace, LLP | 13,149 | $1.66M | 0.00% | −879,020−98.5% | Reduced |
| Hartford Funds Management Co LLC | 13,204 | $1.67M | 0.13% | −698−5.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,296 | $1.68M | 0.30% | +501+3.9% | Added |
| Advisor OS, LLC | 13,356 | $1.69M | 0.11% | −2,210−14.2% | Reduced |
| Aviva PLC | 13,450 | $1.70M | 0.00% | +237+1.8% | Added |
| Patten Group, Inc. | 13,478 | $1.71M | 0.27% | +986+7.9% | Added |
| Jacobi Capital Management LLC | 13,478 | $1.71M | 0.08% | +106+0.8% | Added |
| Park National Corp | 13,483 | $1.71M | 0.05% | −362−2.6% | Reduced |