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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 17,644 | $2.23M | 0.34% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 17,668 | $2.24M | 0.27% | +1,422+8.8% | Added |
| Laird Norton Trust Company, LLC | 17,802 | $2.25M | 0.04% | −1,060−5.6% | Reduced |
| Wedbush Securities Inc | 17,818 | $2.25M | 0.06% | −1,491−7.7% | Reduced |
| Private Trust Co NA | 17,855 | $2.26M | 0.18% | −1,299−6.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,043 | $2.28M | 0.05% | −817−4.3% | Reduced |
| Marino, Stram & Associates LLC | 18,167 | $2.30M | 0.37% | +83+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,245 | $2.31M | 0.26% | −72−0.4% | Reduced |
| Wolff Wiese Magana LLC | 18,273 | $2.31M | 1.06% | −54−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 18,403 | $2.33M | 0.04% | −4,557−19.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 18,404 | $2.33M | 1.24% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 18,429 | $2.33M | 0.30% | −68,014−78.7% | Reduced |
| Wealth Alliance | 18,450 | $2.34M | 0.20% | −257−1.4% | Reduced |
| Measured Risk Portfolios, Inc. | 18,453 | $2.34M | 2.08% | −1,000−5.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,471 | $2.34M | 0.02% | +2,429+15.1% | Added |
| Evergreen Capital Management LLC | 18,500 | $2.34M | 0.04% | +9,014+95.0% | Added |
| Dover Advisors, LLC | 20,000 | $2.34M | 0.96% | −910−4.4% | Reduced |
| First National Bank of Omaha | 18,423 | $2.35M | 0.07% | +8,119+78.8% | Added |
| Fundamentun, LLC | 18,601 | $2.35M | 0.09% | +150+0.8% | Added |
| Symphony Financial, Ltd. Co. | 18,393 | $2.36M | 0.26% | +1,970+12.0% | Added |
| Argent Advisors, Inc. | 18,647 | $2.36M | 0.59% | +213+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 18,664 | $2.36M | 0.10% | +1,303+7.5% | Added |
| Westpac Banking Corp | 18,672 | $2.36M | 0.15% | −45−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 18,716 | $2.37M | 0.04% | −712−3.7% | Reduced |
| Rodgers Brothers Inc. | 18,778 | $2.38M | 0.23% | −1,200−6.0% | Reduced |
| Armis Advisers, LLC | 18,883 | $2.38M | 0.22% | +127+0.7% | Added |
| Cornerstone Planning, LLC | 18,807 | $2.38M | 0.55% | +37+0.2% | Added |
| Capital Investment Counsel, Inc | 18,864 | $2.39M | 0.26% | +10.0% | Added |
| Wagner Wealth Management, LLC | 18,864 | $2.39M | 0.44% | +402+2.2% | Added |
| Ethic Inc. | 18,873 | $2.39M | 0.03% | +18,873 | New |
| T. Rowe Price Investment Management, Inc. | 18,928 | $2.40M | 0.00% | +4,928+35.2% | Added |
| Davis Investment Partners, LLC | 18,953 | $2.40M | 0.73% | −114−0.6% | Reduced |
| GF Fund Management Co. Ltd. | 18,978 | $2.40M | 0.03% | +18,978 | New |
| Cornerstone Wealth Management, LLC | 18,986 | $2.40M | 0.10% | +2,481+15.0% | Added |
| IHT Wealth Management, LLC | 19,153 | $2.42M | 0.05% | −141−0.7% | Reduced |
| Norden Group LLC | 19,163 | $2.43M | 0.20% | +2,010+11.7% | Added |
| V. M. Manning & Co., Inc. | 19,213 | $2.43M | 2.08% | +19,213 | New |
| DRW Securities, LLC | 19,219 | $2.43M | 0.14% | +19,219 | New |
| Meeder Advisory Services, Inc. | 19,308 | $2.44M | 0.09% | −246−1.3% | Reduced |
| WealthShield Partners, LLC | 19,310 | $2.44M | 0.37% | −5,659−22.7% | Reduced |
| Advanced Asset Management Advisors Inc | 19,349 | $2.45M | 0.64% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 19,354 | $2.45M | 0.05% | +3,906+25.3% | Added |
| Ballast, Inc. | 19,358 | $2.45M | 0.46% | +3,410+21.4% | Added |
| Dougherty & Associates, LLC | 19,358 | $2.45M | 1.96% | +407+2.1% | Added |
| Wealthspire Advisors, LLC | 19,524 | $2.47M | 0.01% | +544+2.9% | Added |
| Victrix Investment Advisors | 19,746 | $2.50M | 1.05% | +4,226+27.2% | Added |
| Berkeley Capital Partners, LLC | 19,795 | $2.51M | 0.52% | +557+2.9% | Added |
| Cannon Wealth Management Services, LLC | 19,826 | $2.51M | 1.37% | −51−0.3% | Reduced |
| Certified Advisory Corp | 20,048 | $2.54M | 0.20% | −683−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,061 | $2.54M | 0.16% | −1,719−7.9% | Reduced |
| Lee Danner & Bass Inc | 20,211 | $2.56M | 0.15% | +70.0% | Added |
| Community Bank & Trust, Waco, Texas | 20,369 | $2.58M | 0.46% | −464−2.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,381 | $2.58M | 0.15% | −93−0.5% | Reduced |
| Dark Forest Capital Management LP | 20,451 | $2.59M | 0.17% | +20,451 | New |
| Securian Asset Management, Inc | 20,718 | $2.59M | 0.09% | −328−1.6% | Reduced |
| Westwood Holdings Group Inc. | 20,471 | $2.59M | 0.02% | +1,762+9.4% | Added |
| Perigon Wealth Management, LLC | 20,484 | $2.59M | 0.04% | +1,872+10.1% | Added |
| Greenwood Capital Associates LLC | 20,570 | $2.60M | 0.26% | −1,395−6.4% | Reduced |
| Vectors Research Management, LLC | 20,667 | $2.62M | 0.68% | −292−1.4% | Reduced |
| Greenleaf Trust | 20,685 | $2.62M | 0.03% | +408+2.0% | Added |
| Ti-Trust, Inc | 20,915 | $2.65M | 1.42% | +78+0.4% | Added |
| Strategic Blueprint, LLC | 20,938 | $2.65M | 0.13% | +3,062+17.1% | Added |
| Jefferson Bridge Capital, LLC | 21,090 | $2.67M | 2.31% | 00.0% | Unchanged |
| Ieq Capital, LLC | 21,133 | $2.68M | 0.01% | +262+1.3% | Added |
| Pursuit Wealth Strategies, LLC | 21,134 | $2.68M | 3.48% | +33+0.2% | Added |
| Precedent Wealth Partners, LLC | 21,328 | $2.70M | 0.45% | +4,405+26.0% | Added |
| Birmingham Capital Management Co Inc | 21,413 | $2.71M | 1.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 21,451 | $2.72M | 0.08% | +2,136+11.1% | Added |
| BLB&B Advisors, LLC | 21,457 | $2.72M | 0.10% | −322−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 21,480 | $2.72M | 0.28% | +1,114+5.5% | Added |
| Citizens Financial Group Inc | 21,668 | $2.74M | 0.03% | +3,880+21.8% | Added |
| Kentucky Trust Co | 21,705 | $2.75M | 1.32% | −353−1.6% | Reduced |
| Constant Guidance Financial LLC | 21,780 | $2.76M | 1.73% | +9,180+72.9% | Added |
| Ameritas Advisory Services, LLC | 21,860 | $2.77M | 0.06% | +8,095+58.8% | Added |
| AMG National Trust Bank | 21,959 | $2.78M | 0.06% | −7,887−26.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 21,997 | $2.78M | 0.33% | +1,199+5.8% | Added |
| Hardin Capital Partners, LLC | 21,849 | $2.79M | 1.29% | −223−1.0% | Reduced |
| Scotia Capital Inc. | 22,021 | $2.79M | 0.01% | +7,459+51.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 22,035 | $2.79M | 1.13% | +60.0% | Added |
| Adalta Capital Management LLC | 22,131 | $2.80M | 1.23% | −344−1.5% | Reduced |
| Delta Financial Advisors LLC | 22,166 | $2.81M | 0.67% | +114+0.5% | Added |
| Siemens Fonds Invest GmbH | 22,168 | $2.81M | 0.14% | 00.0% | Unchanged |
| Platform Technology Partners | 22,181 | $2.81M | 0.46% | +995+4.7% | Added |
| Miller Howard Investments Inc | 22,232 | $2.81M | 0.07% | +787+3.7% | Added |
| StoneX Group Inc. | 22,333 | $2.83M | 0.11% | +3,437+18.2% | Added |
| apricus wealth, LLC | 22,386 | $2.83M | 1.35% | +150+0.7% | Added |
| Signaturefd, LLC | 22,418 | $2.84M | 0.04% | +393+1.8% | Added |
| Shoker Investment Counsel, Inc. | 22,521 | $2.85M | 0.72% | +949+4.4% | Added |
| Bank & Trust Co | 22,569 | $2.86M | 1.80% | 00.0% | Unchanged |
| Resources Management Corp | 22,838 | $2.89M | 0.36% | +840+3.8% | Added |
| Capital Innovations LLC | 22,975 | $2.91M | 0.75% | +22,975 | New |
| Atomi Financial Group, Inc. | 22,987 | $2.91M | 0.08% | +1,567+7.3% | Added |
| North Dakota State Investment Board | 23,133 | $2.93M | 0.12% | +596+2.6% | Added |
| Home Federal Bank of Tennessee | 23,177 | $2.93M | 0.63% | 00.0% | Unchanged |
| Summit Financial, LLC | 23,201 | $2.94M | 0.03% | +1,997+9.4% | Added |
| Verdence Capital Advisors LLC | 23,210 | $2.94M | 0.15% | −1,702−6.8% | Reduced |
| Live Oak Private Wealth LLC | 23,270 | $2.95M | 0.37% | +10.0% | Added |
| Brick & Kyle, Associates | 22,495 | $2.95M | 0.97% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 23,276 | $2.95M | 0.18% | +1,193+5.4% | Added |
| Advisory Alpha, LLC | 23,352 | $2.96M | 0.07% | +4,310+22.6% | Added |