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: 14 institutions have reported holding DUK so far. See Q3 2026
- Institutional holders
- 2,491
- +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
- 1,135 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 |
|---|---|---|---|---|---|
| Summit Global Investments | 23,397 | $2.96M | 0.16% | +14,432+161.0% | Added |
| Frec Markets, Inc. | 23,422 | $2.96M | 0.27% | +12,589+116.2% | Added |
| MUFG Securities Americas Inc. | 23,480 | $2.97M | 0.15% | +1,962+9.1% | Added |
| Massmutual Trust Co FSB | 23,627 | $2.99M | 0.08% | +178+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 23,727 | $3.00M | 0.03% | +14,255+150.5% | Added |
| Mill Capital Management, LLC | 23,775 | $3.01M | 0.20% | −552−2.3% | Reduced |
| Odyssean, LLC | 23,788 | $3.01M | 0.49% | +12,411+109.1% | Added |
| RiverFront Investment Group, LLC | 23,896 | $3.02M | 0.04% | +12,281+105.7% | Added |
| Spirit of America Management Corp | 23,900 | $3.03M | 0.57% | +500+2.1% | Added |
| Counterweight Ventures, LLC | 23,961 | $3.03M | 1.51% | −242−1.0% | Reduced |
| Jefferies Financial Group Inc. | 24,007 | $3.04M | 0.03% | −77,024−76.2% | Reduced |
| Evercore Wealth Management, LLC | 24,009 | $3.04M | 0.04% | −75−0.3% | Reduced |
| WCG Wealth Advisors LLC | 24,035 | $3.04M | 0.07% | +268+1.1% | Added |
| Mutual Advisors, LLC | 24,041 | $3.04M | 0.06% | +1,832+8.2% | Added |
| American National Bank | 24,096 | $3.05M | 0.26% | +1,338+5.9% | Added |
| Segall Bryant & Hamill, LLC | 24,119 | $3.05M | 0.04% | +536+2.3% | Added |
| SWS Partners | 24,127 | $3.05M | 0.66% | +6,109+33.9% | Added |
| CORDA Investment Management, LLC. | 24,168 | $3.06M | 0.19% | +24,168 | New |
| Fulton Bank, N.A. | 24,295 | $3.08M | 0.09% | −122−0.5% | Reduced |
| Plan Group Financial, LLC | 24,369 | $3.08M | 0.64% | +3,222+15.2% | Added |
| Profund Advisors LLC | 24,410 | $3.09M | 0.08% | −2,120−8.0% | Reduced |
| Franklin Street Advisors Inc | 24,417 | $3.09M | 0.17% | −1,429−5.5% | Reduced |
| Bryn Mawr Trust Co | 24,571 | $3.11M | 0.07% | −1,534−5.9% | Reduced |
| Pacitti Group Inc. | 24,627 | $3.12M | 0.99% | +2,097+9.3% | Added |
| McMahon Financial Advisors, LLC | 24,678 | $3.12M | 0.53% | +3,621+17.2% | Added |
| TCG Advisory Services, LLC | 24,730 | $3.13M | 0.06% | +1,510+6.5% | Added |
| Legacy Financial Independent Advisors LLC | 24,796 | $3.14M | 1.48% | −23,496−48.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,995 | $3.16M | 0.04% | +112+0.5% | Added |
| Aspire Private Capital, LLC | 25,073 | $3.17M | 0.66% | +20.0% | Added |
| Rowland & Co Investment Counsel | 25,234 | $3.19M | 0.58% | −14−0.1% | Reduced |
| Naples Global Advisors, LLC | 25,417 | $3.22M | 0.20% | −456−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 25,694 | $3.23M | 0.01% | −1,105−4.1% | Reduced |
| Commerzbank Aktiengesellschaft | 25,616 | $3.24M | 0.06% | −48,314−65.4% | Reduced |
| GAMMA Investing LLC | 25,658 | $3.25M | 0.12% | +1,802+7.6% | Added |
| Trustmark National Bank Trust Department | 25,816 | $3.27M | 0.19% | −257−1.0% | Reduced |
| Moran Wealth Management, LLC | 25,854 | $3.27M | 0.09% | −159−0.6% | Reduced |
| Smartleaf Asset Management LLC | 25,543 | $3.28M | 0.11% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25,912 | $3.28M | 0.12% | +25,912 | New |
| Meridian Wealth Management, LLC | 26,460 | $3.35M | 0.10% | +1,112+4.4% | Added |
| Stiles Financial Services Inc | 26,501 | $3.35M | 0.84% | −53−0.2% | Reduced |
| Hall Capital Management Co Inc | 26,562 | $3.36M | 1.05% | +746+2.9% | Added |
| Markowski Investments | 26,866 | $3.40M | 0.75% | +26,866 | New |
| Convergence Financial, LLC | 26,923 | $3.41M | 0.27% | −1,325−4.7% | Reduced |
| Guardian Capital LP | 26,966 | $3.41M | 0.08% | −4,000−12.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,993 | $3.42M | 0.06% | +9,528+54.6% | Added |
| Kingswood Wealth Advisors, LLC | 27,047 | $3.42M | 0.14% | −7,475−21.7% | Reduced |
| Equitable Trust Co | 27,190 | $3.44M | 0.14% | −241−0.9% | Reduced |
| LSV Asset Management | 27,214 | $3.44M | 0.01% | +27,214 | New |
| Chemung Canal Trust Co | 27,254 | $3.45M | 0.64% | +1,183+4.5% | Added |
| Shepherd Financial Partners LLC | 27,321 | $3.46M | 0.28% | −951−3.4% | Reduced |
| Fiduciary Alliance LLC | 27,451 | $3.47M | 0.23% | −4,860−15.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,509 | $3.48M | 0.08% | −1,985−6.7% | Reduced |
| Morningstar Investment Management LLC | 26,772 | $3.51M | 0.22% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 27,825 | $3.52M | 2.34% | −2,000−6.7% | Reduced |
| Modera Wealth Management, LLC | 27,848 | $3.52M | 0.04% | −624−2.2% | Reduced |
| Sheets Smith Wealth Management | 27,917 | $3.53M | 0.35% | −124−0.4% | Reduced |
| Empire Financial Management Company, LLC | 27,986 | $3.54M | 1.40% | −2,667−8.7% | Reduced |
| Ally Financial Inc. | 28,000 | $3.54M | 0.46% | +28,000 | New |
| Asio Capital, LLC | 28,229 | $3.57M | 0.46% | −1,706−5.7% | Reduced |
| Twin Capital Management Inc | 28,252 | $3.58M | 0.39% | +4,286+17.9% | Added |
| Marshall Investment Management, LLC | 28,395 | $3.59M | 1.49% | +1,967+7.4% | Added |
| AlphaStar Capital Management, LLC | 28,494 | $3.61M | 0.23% | −7,317−20.4% | Reduced |
| Pinnacle Associates Ltd | 28,537 | $3.61M | 0.04% | −1,199−4.0% | Reduced |
| Apollon Financial, LLC | 28,780 | $3.64M | 0.43% | +1,766+6.5% | Added |
| Foundations Investment Advisors, LLC | 28,782 | $3.64M | 0.04% | −1,789−5.9% | Reduced |
| Triangle Securities Wealth Management | 28,821 | $3.65M | 0.72% | −166−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 28,877 | $3.66M | 0.10% | +836+3.0% | Added |
| Emerald Investment Advisers, LLC | 28,900 | $3.66M | 0.24% | +2,971+11.5% | Added |
| Axxcess Wealth Management, LLC | 28,964 | $3.67M | 0.06% | −2,949−9.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,120 | $3.69M | 0.05% | +2,168+8.0% | Added |
| Tradewinds, LLC. | 1,046 | $3.72M | 1.17% | −25,259−96.0% | Reduced |
| Griffith & Werner, Inc. | 29,409 | $3.72M | 1.74% | +1,953+7.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 29,511 | $3.74M | 1.04% | −70.0% | Reduced |
| Natixis | 29,574 | $3.74M | 0.02% | +20,060+210.8% | Added |
| Montag A & Associates Inc | 29,655 | $3.75M | 0.16% | −124−0.4% | Reduced |
| Close Asset Management Ltd | 29,767 | $3.77M | 0.10% | −579−1.9% | Reduced |
| M Holdings Securities, Inc. | 29,877 | $3.77M | 0.52% | +240+0.8% | Added |
| Creative Financial Designs Inc | 29,843 | $3.78M | 0.18% | +5,719+23.7% | Added |
| Banque Pictet & Cie SA | 30,000 | $3.80M | 0.04% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 30,074 | $3.81M | 1.53% | +511+1.7% | Added |
| Cohen Capital Management, Inc. | 30,133 | $3.81M | 0.52% | 00.0% | Unchanged |
| Everence Capital Management Inc | 30,409 | $3.85M | 0.20% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 30,514 | $3.86M | 0.04% | −1,376−4.3% | Reduced |
| Old North State Wealth Management, LLC | 30,519 | $3.87M | 1.65% | +895+3.0% | Added |
| Sowell Financial Services LLC | 30,590 | $3.87M | 0.13% | −2,009−6.2% | Reduced |
| Carson Advisory Inc. | 30,595 | $3.87M | 1.78% | −196−0.6% | Reduced |
| KCM Capital Inc | 31,000 | $3.92M | 0.64% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 31,009 | $3.93M | 1.13% | +325+1.1% | Added |
| PFG Investments, LLC | 31,072 | $3.93M | 0.15% | +213+0.7% | Added |
| Empirical Finance, LLC | 31,163 | $3.94M | 0.16% | +910+3.0% | Added |
| Lynch & Associates | 31,308 | $3.96M | 0.69% | +542+1.8% | Added |
| Old North State Trust, LLC | 31,580 | $4.00M | 2.06% | +1,039+3.4% | Added |
| Glenview Trust Co | 31,926 | $4.04M | 0.06% | +910+2.9% | Added |
| Townsend & Associates, Inc | 32,158 | $4.05M | 0.34% | +86+0.3% | Added |
| Retirement Planning Group | 31,992 | $4.05M | 0.10% | +4,456+16.2% | Added |
| Hamel Associates, Inc. | 32,011 | $4.05M | 1.12% | −74−0.2% | Reduced |
| Salem Investment Counselors Inc | 32,050 | $4.06M | 0.10% | +664+2.1% | Added |
| Coastal Bridge Advisors, LLC | 32,081 | $4.06M | 0.25% | +2,026+6.7% | Added |
| Te Ahumairangi Investment Management Ltd | 32,170 | $4.07M | 0.66% | +961+3.1% | Added |
| Ronald Blue Trust, Inc. | 32,213 | $4.08M | 0.04% | −2,052−6.0% | Reduced |