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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 32,323 | $4.09M | 0.08% | +32,323 | New |
| Bleakley Financial Group, LLC | 32,329 | $4.09M | 0.05% | +2,299+7.7% | Added |
| Caldwell Trust Co | 32,348 | $4.09M | 0.33% | −1,072−3.2% | Reduced |
| OmniStar Financial Group, Inc. | 32,479 | $4.11M | 1.89% | +11,343+53.7% | Added |
| Pensionmark Financial Group, LLC | 31,502 | $4.11M | 0.07% | −10,516−25.0% | Reduced |
| Stock Yards Bank & Trust Co | 32,599 | $4.13M | 0.12% | −448−1.4% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $4.13M | 0.25% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 32,705 | $4.14M | 0.30% | +3,488+11.9% | Added |
| GWN Securities Inc. | 32,786 | $4.15M | 0.69% | −2,184−6.2% | Reduced |
| Occudo Quantitative Strategies LP | 32,847 | $4.16M | 0.22% | +32,847 | New |
| Signal Advisors Wealth, LLC | 32,978 | $4.17M | 0.22% | +17,792+117.2% | Added |
| Bahl & Gaynor Inc | 33,283 | $4.21M | 0.02% | +509+1.6% | Added |
| Snowden Capital Advisors LLC | 33,356 | $4.22M | 0.10% | −46−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 33,777 | $4.28M | 0.52% | −1,826−5.1% | Reduced |
| Sciencast Management LP | 34,036 | $4.31M | 0.89% | −14,385−29.7% | Reduced |
| Regions Financial Corp | 34,114 | $4.32M | 0.03% | +34+0.1% | Added |
| Plimoth Trust Co LLC | 34,152 | $4.32M | 0.86% | −415−1.2% | Reduced |
| Marco Investment Management LLC | 34,215 | $4.33M | 0.28% | −600−1.7% | Reduced |
| RMR Wealth Builders | 34,288 | $4.34M | 0.27% | +9,304+37.2% | Added |
| Davidson Capital Management Inc. | 34,433 | $4.36M | 0.70% | +644+1.9% | Added |
| Beacon Financial Group | 34,449 | $4.36M | 0.40% | −1,431−4.0% | Reduced |
| Constitution Capital LLC | 34,713 | $4.39M | 2.26% | −16,000−31.6% | Reduced |
| Simmons Bank | 34,896 | $4.42M | 0.25% | −1,245−3.4% | Reduced |
| Farmers National Bank | 35,003 | $4.43M | 0.92% | +214+0.6% | Added |
| Northcape Wealth Management, LLC | 35,082 | $4.44M | 1.17% | +3,201+10.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 35,110 | $4.44M | 0.02% | −1,606−4.4% | Reduced |
| Mather Group, LLC. | 35,549 | $4.50M | 0.04% | +25,762+263.2% | Added |
| Cypress Capital Group | 35,594 | $4.51M | 0.42% | +1,695+5.0% | Added |
| Summit Trail Advisors, LLC | 35,653 | $4.51M | 0.06% | +3,776+11.8% | Added |
| Bragg Financial Advisors, Inc | 35,710 | $4.52M | 0.12% | −1,050−2.9% | Reduced |
| LGT Fund Management Co Ltd. | 35,775 | $4.53M | 0.19% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 36,014 | $4.56M | 0.17% | −144−0.4% | Reduced |
| Rothschild Investment LLC | 36,220 | $4.58M | 0.17% | −426−1.2% | Reduced |
| First Bank & Trust | 36,350 | $4.60M | 0.68% | +113+0.3% | Added |
| Trilogy Capital Inc. | 36,364 | $4.60M | 0.18% | +1,067+3.0% | Added |
| FourThought Financial Partners, LLC | 36,411 | $4.61M | 0.36% | +1,716+4.9% | Added |
| Banque Cantonale Vaudoise | 36,476 | $4.62M | 0.18% | −3,832−9.5% | Reduced |
| Asset One Wealth Management LLC | 37,143 | $4.62M | 0.49% | +2,460+7.1% | Added |
| Jane Street Group, LLC | 36,717 | $4.65M | 0.00% | −675,050−94.8% | Reduced |
| Peapack Gladstone Financial Corp | 36,819 | $4.66M | 0.05% | −607−1.6% | Reduced |
| Trust Co of Toledo NA | 36,950 | $4.68M | 0.39% | +905+2.5% | Added |
| Cullinan Associates Inc | 36,953 | $4.68M | 0.35% | +6,265+20.4% | Added |
| Woodard & Co Asset Management Group Inc | 36,961 | $4.68M | 0.67% | +3,201+9.5% | Added |
| Sagespring Wealth Partners, LLC | 37,152 | $4.70M | 0.07% | +1,558+4.4% | Added |
| Townsend Asset Management Corp | 37,403 | $4.73M | 1.52% | +131+0.4% | Added |
| Zimmer Partners, LP | 37,500 | $4.75M | 0.11% | −400,429−91.4% | Reduced |
| MONECO Advisors, LLC | 37,747 | $4.78M | 0.29% | −671−1.7% | Reduced |
| Pinebridge Investments LLC | 37,966 | $4.81M | 0.04% | +16,678+78.3% | Added |
| Pure Financial Advisors, Inc. | 37,983 | $4.81M | 0.06% | +1,775+4.9% | Added |
| Elo Mutual Pension Insurance Co | 38,116 | $4.82M | 0.06% | +38,116 | New |
| Brown Brothers Harriman & Co | 38,320 | $4.85M | 0.02% | +8,664+29.2% | Added |
| Morton Community Bank | 38,497 | $4.87M | 0.99% | +615+1.6% | Added |
| Fifth Third Wealth Advisors LLC | 38,670 | $4.89M | 0.14% | −715−1.8% | Reduced |
| Brookstone Capital Management | 38,750 | $4.91M | 0.05% | −76,390−66.3% | Reduced |
| New Mexico Educational Retirement Board | 38,760 | $4.91M | 0.12% | +2,800+7.8% | Added |
| Cincinnati Financial Corp | 38,784 | $4.91M | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 39,454 | $4.99M | 0.04% | −314−0.8% | Reduced |
| Norinchukin Bank, The | 39,455 | $4.99M | 0.05% | +4,597+13.2% | Added |
| Texas Yale Capital Corp. | 39,509 | $5.00M | 0.11% | +6,573+20.0% | Added |
| RNC Capital Management LLC | 39,556 | $5.01M | 0.21% | +1,002+2.6% | Added |
| Atlantic Union Bankshares Corp | 39,598 | $5.01M | 0.08% | +35+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 39,752 | $5.03M | 0.16% | +798+2.0% | Added |
| Louisiana State Employees Retirement System | 39,800 | $5.04M | 0.07% | +200+0.5% | Added |
| Royal Fund Management, LLC | 39,809 | $5.04M | 0.42% | +1,125+2.9% | Added |
| Johnson Investment Counsel Inc | 39,931 | $5.05M | 0.04% | +393+1.0% | Added |
| Sigma Planning Corp | 40,177 | $5.09M | 0.13% | +517+1.3% | Added |
| Aull & Monroe Investment Management Corp | 40,184 | $5.09M | 2.13% | +125+0.3% | Added |
| Kettle Hill Capital Management, LLC | 40,230 | $5.09M | 1.25% | +40,230 | New |
| Virginia Wealth Management Group, Inc. | 40,238 | $5.09M | 2.54% | +349+0.9% | Added |
| 1832 Asset Management L.P. | 40,338 | $5.11M | 0.01% | +11,622+40.5% | Added |
| Slagle Financial, LLC | 40,352 | $5.11M | 1.53% | +38,759+2,433.1% | Added |
| Pegasus Asset Management, Inc. | 40,601 | $5.14M | 1.46% | +908+2.3% | Added |
| Engineers Gate Manager LP | 40,613 | $5.14M | 0.07% | +22,578+125.2% | Added |
| Physicians Financial Services, Inc. | 40,921 | $5.18M | 1.29% | +185+0.5% | Added |
| Wealth Group, Ltd. | 40,921 | $5.18M | 1.29% | +15,352+60.0% | Added |
| EP Wealth Advisors, LLC | 40,955 | $5.18M | 0.02% | +12,168+42.3% | Added |
| Vertrix Wealth Management, LLC | 40,989 | $5.19M | 1.75% | +3,545+9.5% | Added |
| SRS Capital Advisors, Inc. | 41,073 | $5.20M | 0.03% | +27,481+202.2% | Added |
| IFP Advisors, Inc | 41,174 | $5.21M | 0.09% | −984−2.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 41,552 | $5.26M | 2.25% | +1,215+3.0% | Added |
| Holderness Investments Co | 41,566 | $5.26M | 0.88% | +1,606+4.0% | Added |
| Maryland State Retirement & Pension System | 41,582 | $5.26M | 0.09% | +2,179+5.5% | Added |
| Highland Capital Management, LLC | 41,647 | $5.27M | 0.24% | −110−0.3% | Reduced |
| Nixon Peabody Trust Co | 41,654 | $5.27M | 0.37% | −110.0% | Reduced |
| Principle Wealth Partners LLC | 41,778 | $5.29M | 0.26% | +323+0.8% | Added |
| Level Four Advisory Services, LLC | 42,015 | $5.32M | 0.15% | −613−1.4% | Reduced |
| Financial Advisory Service, Inc. | 42,068 | $5.32M | 0.28% | +2,790+7.1% | Added |
| We Are One Seven, LLC | 42,083 | $5.33M | 0.09% | +2,637+6.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 42,128 | $5.33M | 0.62% | −12,775−23.3% | Reduced |
| Wasatch Advisors Inc | 42,275 | $5.35M | 0.04% | +900+2.2% | Added |
| Tufton Capital Management | 42,390 | $5.37M | 0.90% | +105+0.2% | Added |
| CIBC World Markets Inc. | 42,410 | $5.37M | 0.01% | −80,866−65.6% | Reduced |
| Iowa State Bank | 42,501 | $5.38M | 0.90% | +643+1.5% | Added |
| Seven Springs Wealth Group, LLC | 42,526 | $5.38M | 1.18% | +3,326+8.5% | Added |
| Zions Bancorporation, National Association | 42,530 | $5.38M | 0.32% | −349−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 42,686 | $5.40M | 0.15% | +2,410+6.0% | Added |
| Boston Private Wealth LLC | 42,831 | $5.42M | 0.34% | −2,965−6.5% | Reduced |
| Covington Investment Advisors Inc. | 42,944 | $5.44M | 0.70% | +604+1.4% | Added |
| Hartford Investment Management Co | 43,058 | $5.45M | 0.15% | −1,240−2.8% | Reduced |
| one8zero8, LLC | 43,301 | $5.48M | 1.09% | −140−0.3% | Reduced |