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 |
|---|---|---|---|---|---|
| South State Corp. | 43,805 | $5.54M | 0.23% | −570−1.3% | Reduced |
| Sargent Investment Group, LLC | 43,832 | $5.55M | 0.67% | +6,821+18.4% | Added |
| Central Trust Co | 44,199 | $5.59M | 0.10% | −2,085−4.5% | Reduced |
| Andra AP-fonden | 44,200 | $5.59M | 0.06% | +12,900+41.2% | Added |
| Sky Investment Group LLC | 44,218 | $5.60M | 0.88% | −45−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 44,305 | $5.61M | 0.14% | −399−0.9% | Reduced |
| CBOE Vest Financial, LLC | 44,326 | $5.61M | 0.06% | +712+1.6% | Added |
| AE Wealth Management LLC | 44,415 | $5.62M | 0.03% | +3,449+8.4% | Added |
| Nisa Investment Advisors, LLC | 44,568 | $5.64M | 0.02% | −5,607−11.2% | Reduced |
| Sherman Porfolios, LLC | 43,354 | $5.68M | 0.44% | −249−0.6% | Reduced |
| Stablepoint Partners, LLC | 45,150 | $5.72M | 0.79% | +324+0.7% | Added |
| Regal Investment Advisors LLC | 45,339 | $5.74M | 0.30% | −1,218−2.6% | Reduced |
| Arkadios Wealth Advisors | 45,451 | $5.75M | 0.09% | −17,996−28.4% | Reduced |
| Tocqueville Asset Management L.P. | 45,531 | $5.76M | 0.08% | −504−1.1% | Reduced |
| Boston Research & Management Inc | 45,624 | $5.78M | 1.28% | −88−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 45,638 | $5.78M | 0.82% | +2,818+6.6% | Added |
| Occidental Asset Management, LLC | 45,753 | $5.79M | 0.57% | +2,587+6.0% | Added |
| Strategy Asset Managers LLC | 46,131 | $5.84M | 0.87% | +1,508+3.4% | Added |
| Dean Investment Associates, LLC | 46,471 | $5.88M | 0.77% | −2,601−5.3% | Reduced |
| Cary Street Partners Financial LLC | 46,487 | $5.88M | 0.13% | +6,035+14.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 46,544 | $5.89M | 0.31% | +7,754+20.0% | Added |
| Punch & Associates Investment Management, Inc. | 46,677 | $5.91M | 0.29% | −920−1.9% | Reduced |
| MAI Capital Management | 47,112 | $5.96M | 0.02% | +6,136+15.0% | Added |
| Integrated Wealth Concepts LLC | 47,241 | $5.98M | 0.04% | +14,784+45.5% | Added |
| Pinkerton Retirement Specialists, LLC | 45,694 | $5.98M | 0.51% | +45,694 | New |
| Eliot Finkel Investment Counsel, LLC | 47,419 | $6.00M | 2.81% | −190−0.4% | Reduced |
| River Road Asset Management, LLC | 47,430 | $6.00M | 0.07% | +5,862+14.1% | Added |
| SevenBridge Financial Group, LLC | 48,130 | $6.01M | 0.88% | +1,081+2.3% | Added |
| IFG Advisory, LLC | 47,743 | $6.04M | 0.21% | +47,165+8,160.0% | Added |
| Voloridge Investment Management, LLC | 47,796 | $6.05M | 0.03% | +47,796 | New |
| Capital Investment Counsel, LLC | 47,824 | $6.05M | 0.75% | +735+1.6% | Added |
| Rice Partnership, LLC | 48,171 | $6.10M | 0.74% | +2,785+6.1% | Added |
| Clearstead Advisors, LLC | 48,296 | $6.11M | 0.06% | +1,680+3.6% | Added |
| Strategic Wealth Designers | 48,303 | $6.11M | 0.74% | −27,546−36.3% | Reduced |
| Strategic Planning Group, LLC | 48,333 | $6.12M | 0.67% | +2,526+5.5% | Added |
| Philadelphia Trust Co | 48,569 | $6.15M | 0.39% | +46+0.1% | Added |
| Kentucky Retirement Systems | 49,114 | $6.22M | 0.15% | −9,174−15.7% | Reduced |
| Schnieders Capital Management, LLC. | 49,223 | $6.23M | 0.82% | +641+1.3% | Added |
| Spirepoint Private Client, LLC | 49,227 | $6.23M | 0.50% | +5,439+12.4% | Added |
| Providence Capital Advisors, LLC | 49,564 | $6.27M | 0.95% | +641+1.3% | Added |
| Apollon Wealth Management, LLC | 49,600 | $6.28M | 0.08% | +953+2.0% | Added |
| Benedict Financial Advisors Inc | 49,700 | $6.29M | 1.22% | +123+0.2% | Added |
| Quadcap Wealth Management, LLC | 49,824 | $6.31M | 0.61% | +1,501+3.1% | Added |
| Family Legacy, Inc. | 50,053 | $6.34M | 1.69% | −26−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 50,129 | $6.35M | 0.59% | −11,995−19.3% | Reduced |
| Empowered Funds, LLC | 50,244 | $6.36M | 0.03% | −1,276−2.5% | Reduced |
| Advisors Asset Management, Inc. | 50,852 | $6.44M | 0.10% | +1,844+3.8% | Added |
| TD Private Client Wealth LLC | 50,890 | $6.44M | 0.12% | −345−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 51,199 | $6.48M | 0.14% | +22,112+76.0% | Added |
| Richard C. Young & CO., LTD. | 51,221 | $6.48M | 0.48% | +3,816+8.0% | Added |
| Fideuram Asset Management (Ireland) dac | 51,380 | $6.51M | 0.13% | +2,582+5.3% | Added |
| NewSquare Capital LLC | 51,461 | $6.51M | 0.48% | +2,556+5.2% | Added |
| Chicago Partners Investment Group LLC | 50,400 | $6.51M | 0.13% | +1,651+3.4% | Added |
| Prudential PLC | 51,477 | $6.52M | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 51,482 | $6.52M | 0.80% | −5,038−8.9% | Reduced |
| HGK Asset Management Inc | 51,617 | $6.53M | 0.89% | −4,120−7.4% | Reduced |
| Moors & Cabot, Inc. | 51,784 | $6.55M | 0.25% | −826−1.6% | Reduced |
| Brown Advisory Inc | 51,802 | $6.56M | 0.01% | −3,482−6.3% | Reduced |
| Coldstream Capital Management Inc | 51,809 | $6.56M | 0.08% | −599−1.1% | Reduced |
| Sterling Capital Management LLC | 52,109 | $6.60M | 0.11% | −33,766−39.3% | Reduced |
| RSM US Wealth Management LLC | 52,131 | $6.60M | 0.07% | +619+1.2% | Added |
| Meyer Handelman Co | 52,277 | $6.62M | 0.19% | −3,553−6.4% | Reduced |
| Eventide Asset Management, LLC | 51,662 | $6.63M | 0.09% | +12,150+30.8% | Added |
| Principal Securities, Inc. | 52,886 | $6.69M | 0.08% | −3,575−6.3% | Reduced |
| Equitable Holdings, Inc. | 53,087 | $6.72M | 0.04% | +6,129+13.1% | Added |
| ProVise Management Group, LLC | 53,181 | $6.73M | 0.45% | +441+0.8% | Added |
| Geneos Wealth Management Inc. | 53,985 | $6.83M | 0.14% | +1,101+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 54,470 | $6.89M | 0.71% | +932+1.7% | Added |
| Saudi Central Bank | 54,475 | $6.90M | 0.09% | +25,771+89.8% | Added |
| Washington Trust Bank | 54,513 | $6.90M | 0.48% | −7,344−11.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 54,567 | $6.91M | 0.21% | +4,297+8.5% | Added |
| Stratos Wealth Partners, LTD. | 54,789 | $6.94M | 0.07% | +2,480+4.7% | Added |
| Vontobel Holding Ltd. | 54,885 | $6.95M | 0.02% | +86+0.2% | Added |
| Abn Amro Investment Solutions | 55,029 | $6.97M | 0.06% | +18,560+50.9% | Added |
| Principal Street Partners, LLC | 55,240 | $6.99M | 1.02% | −512−0.9% | Reduced |
| Csenge Advisory Group | 55,255 | $6.99M | 0.28% | +629+1.2% | Added |
| Farmers & Merchants Investments Inc | 55,513 | $7.03M | 0.17% | −220.0% | Reduced |
| Agf Management Ltd | 55,807 | $7.06M | 0.03% | −10,229−15.5% | Reduced |
| Toroso Investments, LLC | 56,195 | $7.11M | 0.02% | +3,099+5.8% | Added |
| Crossmark Global Holdings, Inc. | 56,438 | $7.14M | 0.09% | +9,580+20.4% | Added |
| Sequoia Financial Advisors, LLC | 56,447 | $7.15M | 0.04% | +1,682+3.1% | Added |
| Dynamic Advisor Solutions LLC | 56,612 | $7.17M | 0.20% | +2,166+4.0% | Added |
| Atria Investments LLC | 56,730 | $7.18M | 0.07% | −150.0% | Reduced |
| Ellsworth Advisors, LLC | 58,018 | $7.21M | 1.19% | +3,278+6.0% | Added |
| Estabrook Capital Management | 57,176 | $7.24M | 0.98% | −257−0.4% | Reduced |
| Capital Fund Management S.A. | 57,534 | $7.28M | 0.05% | −55,172−49.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 57,544 | $7.28M | 0.49% | +5,703+11.0% | Added |
| BCM Advisors, LLC | 56,072 | $7.32M | 1.42% | −230.0% | Reduced |
| Colonial Trust Co | 57,913 | $7.33M | 0.93% | −328−0.6% | Reduced |
| Pacer Advisors, Inc. | 58,092 | $7.35M | 0.02% | +9,494+19.5% | Added |
| Capital & Planning, LLC | 58,318 | $7.38M | 3.81% | +6,177+11.8% | Added |
| Loomis Sayles & Co L P | 58,360 | $7.39M | 0.01% | −1,013−1.7% | Reduced |
| First PREMIER Bank | 58,451 | $7.40M | 1.20% | −545−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 58,552 | $7.41M | 1.87% | +90+0.2% | Added |
| CAPROCK Group, Inc. | 58,979 | $7.47M | 0.14% | +4,821+8.9% | Added |
| Gulf International Bank (UK) Ltd | 59,079 | $7.48M | 0.15% | −1,000−1.7% | Reduced |
| Smith, Salley & Associates | 59,147 | $7.49M | 0.33% | −254−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 59,190 | $7.49M | 0.02% | +21,014+55.0% | Added |
| Patten & Patten Inc | 59,258 | $7.50M | 0.40% | −490−0.8% | Reduced |
| Greystone Financial Group, LLC | 59,290 | $7.50M | 2.10% | −2,057−3.4% | Reduced |