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 |
|---|---|---|---|---|---|
| NVWM, LLC | 13,504 | $1.71M | 0.34% | −92−0.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,525 | $1.71M | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13,555 | $1.72M | 0.55% | +264+2.0% | Added |
| LOM Asset Management Ltd | 13,600 | $1.72M | 0.44% | −143−1.0% | Reduced |
| JT Stratford LLC | 13,626 | $1.72M | 0.19% | +129+1.0% | Added |
| Meridian Financial Partners LLC | 13,885 | $1.73M | 0.59% | −234−1.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 13,646 | $1.73M | 0.17% | +620+4.8% | Added |
| Caxton Associates LLP | 13,660 | $1.73M | 0.03% | +10,786+375.3% | Added |
| Marks Group Wealth Management, Inc | 13,694 | $1.73M | 0.15% | −2,430−15.1% | Reduced |
| Agp Franklin, LLC | 13,860 | $1.75M | 0.76% | +1,250+9.9% | Added |
| Portside Wealth Group, LLC | 13,911 | $1.76M | 0.21% | +836+6.4% | Added |
| Hanson & Doremus Investment Management | 13,945 | $1.76M | 0.18% | −1,050−7.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,997 | $1.77M | 0.44% | −250−1.8% | Reduced |
| Private Wealth Partners, LLC | 14,013 | $1.77M | 0.13% | −478−3.3% | Reduced |
| NTV Asset Management LLC | 14,067 | $1.78M | 0.17% | −118−0.8% | Reduced |
| Dakota Wealth Management | 14,081 | $1.78M | 0.03% | +100+0.7% | Added |
| ROI Financial Advisors, LLC | 14,083 | $1.78M | 0.92% | −171−1.2% | Reduced |
| Ascent Group, LLC | 14,118 | $1.79M | 0.05% | −13,328−48.6% | Reduced |
| Ballentine Partners, LLC | 14,134 | $1.79M | 0.02% | +3,480+32.7% | Added |
| WealthTrust Axiom LLC | 14,158 | $1.79M | 0.40% | −242−1.7% | Reduced |
| Oxford Asset Management LLP | 14,171 | $1.79M | 0.88% | +14,171 | New |
| Highview Capital Management LLC | 14,177 | $1.79M | 0.52% | +885+6.7% | Added |
| MSH Capital Advisors LLC | 14,264 | $1.81M | 0.31% | +23+0.2% | Added |
| Trust Co of Vermont | 14,323 | $1.81M | 0.07% | +14,323 | New |
| BFSG, LLC | 14,406 | $1.82M | 0.16% | +89+0.6% | Added |
| Biltmore Family Office, LLC | 14,429 | $1.83M | 0.24% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 14,448 | $1.83M | 0.68% | −2,067−12.5% | Reduced |
| Grandview Asset Management LLC | 14,483 | $1.83M | 0.46% | −387−2.6% | Reduced |
| Tema ETFs LLC | 14,485 | $1.83M | 0.06% | +1,305+9.9% | Added |
| Pettyjohn, Wood & White, Inc | 14,537 | $1.84M | 0.27% | −10−0.1% | Reduced |
| Concord Wealth Partners | 14,542 | $1.84M | 0.21% | +129+0.9% | Added |
| Weaver Capital Management LLC | 14,069 | $1.84M | 0.41% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 14,305 | $1.84M | 0.03% | +2,910+25.5% | Added |
| Diversify Advisory Services, LLC | 14,305 | $1.84M | 0.03% | +11,378+388.7% | Added |
| Simplex Trading, LLC | 14,605 | $1.85M | 0.05% | +14,605 | New |
| City Holding Co | 14,639 | $1.85M | 0.21% | −269−1.8% | Reduced |
| VestGen Advisors, LLC | 14,689 | $1.86M | 0.05% | −601−3.9% | Reduced |
| Alerus Financial NA | 14,691 | $1.86M | 0.08% | +8,943+155.6% | Added |
| RKL Wealth Management LLC | 14,714 | $1.86M | 0.15% | −545−3.6% | Reduced |
| Parcion Private Wealth LLC | 14,810 | $1.87M | 0.10% | −34−0.2% | Reduced |
| United Community Bank | 14,888 | $1.88M | 0.58% | +18+0.1% | Added |
| Two Sigma Securities, LLC | 14,892 | $1.89M | 0.16% | +14,892 | New |
| Silver Oak Securities, Inc | 14,975 | $1.90M | 0.12% | +745+5.2% | Added |
| Rahlfs Capital, LLC | 14,986 | $1.90M | 1.39% | 00.0% | Unchanged |
| Trust Co of the South | 15,003 | $1.90M | 0.27% | −1,090−6.8% | Reduced |
| Integrated Advisors Network LLC | 15,150 | $1.92M | 0.09% | −31−0.2% | Reduced |
| Successful Portfolios LLC | 15,407 | $1.93M | 0.90% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 15,272 | $1.93M | 0.57% | −47−0.3% | Reduced |
| RMB Capital Management, LLC | 15,295 | $1.94M | 0.03% | −864−5.3% | Reduced |
| Cornerstone Capital, Inc. | 15,317 | $1.94M | 0.17% | −267−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,415 | $1.95M | 0.05% | −13,084−45.9% | Reduced |
| New Republic Capital, LLC | 15,482 | $1.96M | 0.45% | +10,240+195.3% | Added |
| Center for Wealth Management Advisory | 15,541 | $1.97M | 1.23% | +250+1.6% | Added |
| Essex Financial Services, Inc. | 15,657 | $1.98M | 0.10% | −424−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 15,721 | $1.99M | 0.03% | −343−2.1% | Reduced |
| TIAA Wealth Investment Management LLC | 15,755 | $2.00M | 0.01% | −118,749−88.3% | Reduced |
| Quadrant Capital Group LLC | 15,778 | $2.00M | 0.05% | +367+2.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,779 | $2.00M | 0.01% | −6,812−30.2% | Reduced |
| Apella Capital, LLC | 15,585 | $2.00M | 0.03% | +2,381+18.0% | Added |
| Ci Investments Inc. | 15,945 | $2.02M | 0.01% | +1,425+9.8% | Added |
| Keeler Thomas Management LLC | 15,972 | $2.02M | 0.72% | −319−2.0% | Reduced |
| London Co of Virginia | 15,979 | $2.02M | 0.01% | −982−5.8% | Reduced |
| Inspire Trust Co, N.A. | 16,000 | $2.03M | 0.28% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 16,012 | $2.03M | 1.00% | +724+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 16,063 | $2.03M | 0.43% | −687−4.1% | Reduced |
| MidFirst Bank | 16,163 | $2.05M | 0.15% | +330+2.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 16,196 | $2.05M | 1.03% | +212+1.3% | Added |
| Orleans Capital Management Corp | 16,199 | $2.05M | 1.06% | −100−0.6% | Reduced |
| Heritage Wealth Management, Inc. | 16,211 | $2.05M | 0.51% | +30.0% | Added |
| Parsons Capital Management Inc | 16,290 | $2.06M | 0.09% | −41,535−71.8% | Reduced |
| Valeo Financial Advisors, LLC | 16,334 | $2.07M | 0.04% | −3,194−16.4% | Reduced |
| Bull Street Advisors, LLC | 16,348 | $2.07M | 0.94% | +1,750+12.0% | Added |
| Smith, Moore & Co. | 16,371 | $2.07M | 0.13% | −157−0.9% | Reduced |
| Secured Retirement Advisors, LLC | 16,380 | $2.07M | 1.06% | +16,380 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,596 | $2.10M | 0.03% | +1,377+9.0% | Added |
| Banco Santander, S.A. | 16,714 | $2.12M | 0.01% | +3,660+28.0% | Added |
| Savvy Advisors, Inc. | 16,732 | $2.12M | 0.05% | +1,966+13.3% | Added |
| Garton & Associates Financial Advisors LLC | 16,757 | $2.12M | 4.80% | +737+4.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,760 | $2.12M | 0.57% | −183−1.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,791 | $2.13M | 0.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 16,828 | $2.13M | 0.18% | +16,828 | New |
| Alaethes Wealth LLC | 16,845 | $2.13M | 0.62% | +43+0.3% | Added |
| Mission Wealth Management, LP | 16,879 | $2.14M | 0.03% | +1,914+12.8% | Added |
| Compass Financial Management LLC | 16,907 | $2.14M | 0.26% | +16,907 | New |
| Courier Capital LLC | 16,917 | $2.14M | 0.11% | −168−1.0% | Reduced |
| Modern Wealth Management, LLC | 16,984 | $2.15M | 0.03% | +2,220+15.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,000 | $2.15M | 0.07% | +2,500+17.2% | Added |
| Wedmont Private Capital | 17,219 | $2.16M | 0.06% | +1,015+6.3% | Added |
| Alchemi Wealth, LLC | 17,072 | $2.16M | 1.01% | +1,135+7.1% | Added |
| Cresset Asset Management, LLC | 17,146 | $2.17M | 0.01% | +1,433+9.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 17,181 | $2.17M | 0.20% | +796+4.9% | Added |
| Polymer Capital Management (US) LLC | 17,226 | $2.18M | 0.32% | +17,226 | New |
| Clear Trail Advisors, LLC | 17,282 | $2.19M | 0.33% | +188+1.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 17,291 | $2.19M | 0.26% | −356−2.0% | Reduced |
| Ritholtz Wealth Management | 17,476 | $2.21M | 0.03% | +778+4.7% | Added |
| Callan Family Office, LLC | 17,496 | $2.21M | 0.04% | −1,272−6.8% | Reduced |
| NBC Securities, Inc. | 17,498 | $2.21M | 0.15% | +323+1.9% | Added |
| Compagnie Lombard Odier SCmA | 17,500 | $2.22M | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,603 | $2.23M | 0.06% | +3,039+20.9% | Added |
| TSP Capital Management Group, LLC | 17,627 | $2.23M | 0.53% | – | – |