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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 59,300 | $7.51M | 0.35% | +1,313+2.3% | Added |
| United Capital Financial Advisers, LLC | 59,396 | $7.52M | 0.04% | +1,025+1.8% | Added |
| Panagora Asset Management Inc | 60,032 | $7.60M | 0.02% | +26,458+78.8% | Added |
| Beacon Investment Advisory Services, Inc. | 60,170 | $7.62M | 0.28% | −505−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,633 | $7.67M | 0.05% | 00.0% | Unchanged |
| TriCert Investment Counsel Inc. | 60,705 | $7.68M | 0.72% | +60,705 | New |
| Cushing Asset Management, LP | 61,000 | $7.72M | 0.35% | +26,000+74.3% | Added |
| Mizuho Securities USA LLC | 61,034 | $7.73M | 0.13% | +14,021+29.8% | Added |
| Red Door Wealth Management, LLC | 61,118 | $7.74M | 0.71% | +3,424+5.9% | Added |
| Susquehanna International Group, LLP | 61,148 | $7.74M | 0.01% | −153,642−71.5% | Reduced |
| KKM Financial LLC | 61,196 | $7.75M | 1.06% | +16,569+37.1% | Added |
| GLOBALT Investments LLC | 61,775 | $7.82M | 0.26% | −1,249−2.0% | Reduced |
| Welch & Forbes LLC | 61,942 | $7.84M | 0.10% | −50.0% | Reduced |
| Founders Financial Alliance, LLC | 61,987 | $7.85M | 1.04% | +1,872+3.1% | Added |
| Reliant Investment Partners, LLC | 62,256 | $7.88M | 5.36% | +2,408+4.0% | Added |
| Canada Post Corp Registered Pension Plan | 62,445 | $7.90M | 0.28% | −528−0.8% | Reduced |
| Alps Advisors Inc | 62,696 | $7.94M | 0.04% | +48,577+344.1% | Added |
| Prospera Financial Services Inc | 63,028 | $7.98M | 0.12% | +5,370+9.3% | Added |
| Thompson Siegel & Walmsley LLC | 63,369 | $8.02M | 0.14% | −1,500−2.3% | Reduced |
| Park Avenue Securities LLC | 63,537 | $8.04M | 0.05% | +63,537 | New |
| Northside Capital Management, LLC | 63,557 | $8.05M | 0.66% | −299−0.5% | Reduced |
| Horizon Investments, LLC | 63,683 | $8.06M | 0.09% | +3,880+6.5% | Added |
| Windward Capital Management Co | 64,368 | $8.15M | 0.62% | +796+1.3% | Added |
| Capital Investment Advisors, LLC | 64,945 | $8.22M | 0.11% | −118−0.2% | Reduced |
| Whitener Capital Management, Inc. | 65,330 | $8.27M | 1.75% | +3,170+5.1% | Added |
| New Age Alpha Advisors, LLC | 65,862 | $8.34M | 0.35% | −1,259−1.9% | Reduced |
| Vident Advisory, LLC | 66,142 | $8.37M | 0.06% | +1,177+1.8% | Added |
| Cincinnati Casualty Co | 66,300 | $8.39M | 4.45% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 66,606 | $8.43M | 0.44% | +57,443+626.9% | Added |
| Global Retirement Partners, LLC | 66,982 | $8.48M | 0.13% | +66,982 | New |
| New England Asset Management Inc | 67,005 | $8.48M | 0.98% | +570+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 67,096 | $8.49M | 0.08% | −3,905−5.5% | Reduced |
| Argent Trust Co | 67,492 | $8.54M | 0.25% | +4,574+7.3% | Added |
| Beacon Pointe Advisors, LLC | 68,769 | $8.70M | 0.04% | −3,792−5.2% | Reduced |
| Linscomb & Williams, Inc. | 68,815 | $8.71M | 0.38% | −6,717−8.9% | Reduced |
| Glenmede Trust Co NA | 69,499 | $8.80M | 0.04% | −3,633−5.0% | Reduced |
| Merit Financial Group, LLC | 70,386 | $8.91M | 0.06% | +9,560+15.7% | Added |
| KBC Group NV | 70,498 | $8.92M | 0.02% | +129+0.2% | Added |
| Ilex Capital Partners (UK) LLP | 70,612 | $8.94M | 0.18% | +70,612 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 71,273 | $9.02M | 0.13% | +71,273 | New |
| Allstate Corp | 73,439 | $9.30M | 0.09% | +1,285+1.8% | Added |
| Bellars Harris Wealth Management, LLC | 73,740 | $9.33M | 1.90% | +73,740 | New |
| Camden National Bank | 73,855 | $9.35M | 1.22% | +929+1.3% | Added |
| Kingsview Wealth Management, LLC | 74,137 | $9.38M | 0.11% | +3,674+5.2% | Added |
| Private Advisor Group, LLC | 75,287 | $9.53M | 0.04% | −12,812−14.5% | Reduced |
| State of Alaska, Department of Revenue | 76,386 | $9.67M | 0.10% | −2,281−2.9% | Reduced |
| XTX Topco Ltd | 76,512 | $9.68M | 0.13% | −73,687−49.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 76,697 | $9.71M | 0.24% | +679+0.9% | Added |
| Advisors Management Group Inc | 76,759 | $9.72M | 1.61% | −4,102−5.1% | Reduced |
| Farther Finance Advisors, LLC | 76,905 | $9.74M | 0.08% | +15,417+25.1% | Added |
| Visionary Wealth Advisors | 77,162 | $9.77M | 0.39% | +2,120+2.8% | Added |
| Kestra Private Wealth Services, LLC | 77,585 | $9.82M | 0.11% | +5,129+7.1% | Added |
| Savant Capital, LLC | 77,815 | $9.82M | 0.03% | +10,514+15.6% | Added |
| Advocate Group LLC | 78,306 | $9.91M | 1.49% | +1,778+2.3% | Added |
| Harbour Investments, Inc. | 78,752 | $9.97M | 0.13% | −3,297−4.0% | Reduced |
| Advisory Services Network, LLC | 79,942 | $10.1M | 0.12% | +3,963+5.2% | Added |
| Mutual of America Capital Management LLC | 80,322 | $10.2M | 0.10% | −2,377−2.9% | Reduced |
| Benjamin Edwards Inc | 80,744 | $10.2M | 0.09% | +178+0.2% | Added |
| Tompkins Financial Corp | 80,865 | $10.2M | 0.72% | −929−1.1% | Reduced |
| Romano Brothers and Company | 80,941 | $10.2M | 1.03% | −1,181−1.4% | Reduced |
| Intact Investment Management Inc. | 82,200 | $10.4M | 0.30% | −600−0.7% | Reduced |
| Anchor Investment Management, LLC | 82,510 | $10.4M | 0.79% | −431−0.5% | Reduced |
| Bell Bank | 82,648 | $10.5M | 0.40% | +2,950+3.7% | Added |
| Metis Global Partners, LLC | 84,401 | $10.7M | 0.24% | +1,459+1.8% | Added |
| Alley Investment Management Company, LLC | 84,809 | $10.7M | 1.25% | −2,335−2.7% | Reduced |
| Tower Bridge Advisors | 85,105 | $10.8M | 0.97% | −2,999−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 85,648 | $10.8M | 0.19% | −6,354−6.9% | Reduced |
| UniSuper Management Pty Ltd | 85,964 | $10.9M | 0.06% | +24,103+39.0% | Added |
| Adviser Investments LLC | 86,020 | $10.9M | 0.10% | +29,116+51.2% | Added |
| Rafferty Asset Management, LLC | 86,106 | $10.9M | 0.02% | +23,169+36.8% | Added |
| Capital Investment Advisory Services, LLC | 86,374 | $10.9M | 0.67% | +1,234+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 86,700 | $11.0M | 0.52% | +2,722+3.2% | Added |
| Fairview Capital Investment Management, LLC | 87,623 | $11.1M | 0.59% | +38,430+78.1% | Added |
| HB Wealth Management, LLC | 88,049 | $11.1M | 0.06% | +5,203+6.3% | Added |
| Hennessy Advisors Inc | 89,187 | $11.3M | 0.36% | −5,700−6.0% | Reduced |
| Oppenheimer & Co Inc | 91,614 | $11.6M | 0.12% | +2,394+2.7% | Added |
| Biondo Investment Advisors, LLC | 93,081 | $11.8M | 1.44% | −1,331−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 93,335 | $11.8M | 0.09% | +474+0.5% | Added |
| HFR Wealth Management, LLC | 93,901 | $11.9M | 2.90% | −3,820−3.9% | Reduced |
| SageGuard Financial Group, LLC | 94,682 | $12.0M | 1.68% | −2,391−2.5% | Reduced |
| First Horizon Corp | 95,007 | $12.0M | 0.46% | +1,364+1.5% | Added |
| Tectonic Advisors LLC | 95,497 | $12.1M | 0.58% | +6,302+7.1% | Added |
| Public Employees Retirement Association of Colorado | 95,589 | $12.1M | 0.04% | −3,555−3.6% | Reduced |
| Yousif Capital Management, LLC | 95,634 | $12.1M | 0.14% | −5,575−5.5% | Reduced |
| Oregon Public Employees Retirement Fund | 95,873 | $12.1M | 0.13% | +6,753+7.6% | Added |
| Lido Advisors, LLC | 95,906 | $12.1M | 0.04% | +34,015+55.0% | Added |
| Azimuth Capital Investment Management LLC | 96,334 | $12.2M | 0.41% | +363+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,029 | $12.3M | 0.01% | −25,275−20.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 98,344 | $12.3M | 0.32% | +3,540+3.7% | Added |
| Oak Harvest Investment Services | 97,620 | $12.4M | 1.16% | +650+0.7% | Added |
| Blair William & Co | 99,204 | $12.6M | 0.03% | +6,675+7.2% | Added |
| Edgestream Partners, L.P. | 100,170 | $12.7M | 0.38% | +49,854+99.1% | Added |
| Vise Technologies, Inc. | 100,970 | $12.8M | 0.14% | +58,107+135.6% | Added |
| Lowe Brockenbrough & Co Inc | 101,942 | $12.9M | 0.57% | +284+0.3% | Added |
| Guardian Partners Inc. | 103,543 | $13.1M | 1.18% | −20,827−16.7% | Reduced |
| Nissay Asset Management Corp | 103,861 | $13.1M | 0.06% | +4,139+4.2% | Added |
| Pathstone Holdings, LLC | 105,398 | $13.4M | 0.04% | +3,043+3.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 105,977 | $13.4M | 0.90% | +361+0.3% | Added |
| CCM Investment Advisers LLC | 107,967 | $13.7M | 1.06% | +1,810+1.7% | Added |
| New York Life Investment Management LLC | 108,609 | $13.7M | 0.10% | +544+0.5% | Added |