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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 109,156 | $13.8M | 0.33% | −1,119−1.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 110,000 | $13.9M | 0.06% | +110,000 | New |
| United Asset Strategies, Inc. | 111,547 | $14.1M | 1.00% | +120.0% | Added |
| Concurrent Investment Advisors, LLC | 113,610 | $14.4M | 0.12% | +44,694+64.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 116,087 | $14.7M | 4.30% | +1,212+1.1% | Added |
| British Columbia Investment Management Corp | 116,718 | $14.8M | 0.09% | +9,539+8.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 116,763 | $14.8M | 0.11% | −3,053−2.5% | Reduced |
| USS Investment Management Ltd | 118,178 | $15.0M | 0.06% | −10,773−8.4% | Reduced |
| Utah Retirement Systems | 118,293 | $15.0M | 0.14% | −8,191−6.5% | Reduced |
| Bank of Nova Scotia | 118,846 | $15.0M | 0.02% | +4,617+4.0% | Added |
| Stonebridge Capital Advisors LLC | 119,774 | $15.2M | 0.97% | +1,989+1.7% | Added |
| Mediolanum International Funds Ltd | 120,484 | $15.5M | 0.13% | +56,632+88.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 122,435 | $15.5M | 0.11% | +5,069+4.3% | Added |
| Independent Advisor Alliance | 123,435 | $15.6M | 0.37% | +5,158+4.4% | Added |
| ProShare Advisors LLC | 123,735 | $15.7M | 0.02% | +6,085+5.2% | Added |
| South Dakota Investment Council | 124,207 | $15.7M | 0.27% | 00.0% | Unchanged |
| Sone Capital Management, LLC | 125,098 | $15.8M | 1.21% | +76,660+158.3% | Added |
| Bogart Wealth, LLC | 125,886 | $15.9M | 0.55% | +20,124+19.0% | Added |
| NEOS Investment Management LLC | 126,358 | $16.0M | 0.06% | +15,220+13.7% | Added |
| Randolph Co Inc | 126,367 | $16.0M | 1.35% | +328+0.3% | Added |
| Beck Mack & Oliver LLC | 126,395 | $16.0M | 0.31% | +1,290+1.0% | Added |
| Warren Averett Asset Management, LLC | 126,743 | $16.0M | 0.09% | +16,763+15.2% | Added |
| United Capital Management of KS, Inc. | 127,657 | $16.2M | 2.12% | +3,876+3.1% | Added |
| Rakuten Investment Management, Inc. | 127,432 | $16.4M | 0.05% | +12,019+10.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 129,537 | $16.4M | 0.14% | +9,432+7.9% | Added |
| CWA Asset Management Group, LLC | 131,791 | $16.7M | 0.51% | +805+0.6% | Added |
| Cadinha & Co LLC | 134,049 | $17.0M | 2.51% | +7,200+5.7% | Added |
| Midwest Trust Co | 134,656 | $17.0M | 0.19% | +1,907+1.4% | Added |
| Nykredit A/S | 135,138 | $17.1M | 0.07% | +135,138 | New |
| Colonial Trust Advisors | 135,471 | $17.1M | 1.19% | +458+0.3% | Added |
| Amalgamated Bank | 136,338 | $17.3M | 0.12% | −12,446−8.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 137,279 | $17.4M | 0.41% | +7,399+5.7% | Added |
| Fayez Sarofim & Co | 138,072 | $17.5M | 0.04% | +3,208+2.4% | Added |
| Assetmark, Inc | 138,356 | $17.5M | 0.03% | −3,115−2.2% | Reduced |
| Union Bancaire Privee, UBP SA | 123,711 | $17.9M | 0.28% | +56,605+84.4% | Added |
| JustInvest LLC | 142,989 | $18.1M | 0.15% | +6,914+5.1% | Added |
| STRS Ohio | 143,043 | $18.1M | 0.07% | −22,977−13.8% | Reduced |
| Xponance, Inc. | 143,062 | $18.1M | 0.11% | +1,432+1.0% | Added |
| Bruce & Co., Inc. | 144,816 | $18.3M | 4.96% | −1,000−0.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 147,127 | $18.6M | 1.46% | −937−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 147,934 | $18.7M | 0.08% | −40,552−21.5% | Reduced |
| Canal Insurance CO | 150,166 | $19.0M | 4.17% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 151,357 | $19.2M | 0.01% | +8,324+5.8% | Added |
| Brinker Capital Investments, LLC | 152,002 | $19.2M | 0.15% | −1,562−1.0% | Reduced |
| iA Global Asset Management Inc. | 153,077 | $19.4M | 0.23% | +5,280+3.6% | Added |
| Shelton Capital Management | 159,685 | $20.2M | 0.37% | +71,855+81.8% | Added |
| Woodmont Investment Counsel LLC | 160,072 | $20.3M | 1.11% | +1,905+1.2% | Added |
| Willis Investment Counsel | 160,137 | $20.3M | 0.97% | −145−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 163,580 | $20.7M | 2.00% | −129−0.1% | Reduced |
| Retirement Systems of Alabama | 163,776 | $20.7M | 0.06% | −1,368−0.8% | Reduced |
| Bokf, NA | 166,096 | $21.0M | 0.29% | −2,373−1.4% | Reduced |
| Nomura Holdings Inc | 168,124 | $21.3M | 0.09% | +119,635+246.7% | Added |
| Calamos Advisors LLC | 168,552 | $21.3M | 0.08% | −8,067−4.6% | Reduced |
| Oppenheimer Asset Management Inc. | 169,854 | $21.5M | 0.22% | −534−0.3% | Reduced |
| Woodline Partners LP | 170,078 | $21.5M | 0.07% | +17,759+11.7% | Added |
| Millennium Management LLC | 171,209 | $21.7M | 0.01% | +76,060+79.9% | Added |
| First Citizens Bank & Trust Co | 171,548 | $21.7M | 0.32% | −12,399−6.7% | Reduced |
| Wealthfront Advisers LLC | 172,567 | $21.8M | 0.04% | +10,121+6.2% | Added |
| Royal London Asset Management Ltd | 174,055 | $22.0M | 0.04% | +2,490+1.5% | Added |
| Intech Investment Management LLC | 175,584 | $22.2M | 0.20% | −78,355−30.9% | Reduced |
| Umb Bank N A | 175,888 | $22.3M | 0.28% | −1,036−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 176,604 | $22.4M | 0.04% | +20,585+13.2% | Added |
| Allianz Asset Management GmbH | 178,050 | $22.5M | 0.02% | +176,168+9,360.7% | Added |
| MetLife Investment Management | 178,343 | $22.6M | 0.10% | −3,367−1.9% | Reduced |
| Allworth Financial LP | 179,929 | $22.8M | 0.10% | −2,744−1.5% | Reduced |
| QRG Capital Management, Inc. | 180,200 | $22.8M | 0.19% | +13,141+7.9% | Added |
| Daiwa Securities Group Inc. | 180,307 | $22.8M | 0.05% | −21,155−10.5% | Reduced |
| Acadian Asset Management LLC | 181,607 | $23.0M | 0.03% | −56,776−23.8% | Reduced |
| Bollard Group LLC | 185,749 | $23.5M | 0.72% | +8,105+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 186,279 | $23.6M | 0.11% | −15,772−7.8% | Reduced |
| Lockheed Martin Investment Management Co | 187,240 | $23.7M | 0.94% | −45,430−19.5% | Reduced |
| Silvercrest Asset Management Group LLC | 187,981 | $23.8M | 0.16% | +60,410+47.4% | Added |
| Credit Agricole S A | 189,494 | $24.0M | 0.06% | +139,981+282.7% | Added |
| D. E. Shaw & Co., Inc. | 189,596 | $24.0M | 0.01% | +172,998+1,042.3% | Added |
| Wesbanco Bank Inc | 190,433 | $24.1M | 0.60% | +16,944+9.8% | Added |
| Eurizon Capital SGR S.p.A. | 191,381 | $24.3M | 0.07% | −6,976−3.5% | Reduced |
| Stack Financial Management, Inc | 192,456 | $24.4M | 1.90% | +2,302+1.2% | Added |
| Payden & Rygel | 193,110 | $24.4M | 1.88% | +3,420+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 196,991 | $24.9M | 0.13% | −2,440−1.2% | Reduced |
| State of Michigan Retirement System | 199,636 | $25.3M | 0.11% | −3,500−1.7% | Reduced |
| Godsey & Gibb Associates | 202,322 | $25.6M | 2.10% | −1,517−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 202,714 | $25.7M | 0.12% | −7,724−3.7% | Reduced |
| Kestra Advisory Services, LLC | 206,360 | $26.1M | 0.08% | +898+0.4% | Added |
| Aventail Capital Group, LP | 206,487 | $26.1M | 1.50% | +38,558+23.0% | Added |
| Hancock Whitney Corp | 208,032 | $26.3M | 0.44% | −3,347−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 212,442 | $26.9M | 0.03% | +172,907+437.4% | Added |
| Oak Grove Capital LLC | 212,611 | $26.9M | 1.98% | +92,461+77.0% | Added |
| CapWealth Advisors, LLC | 213,853 | $27.1M | 1.86% | +4,773+2.3% | Added |
| DekaBank Deutsche Girozentrale | 208,291 | $27.2M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 214,944 | $27.2M | 0.31% | −25,046−10.4% | Reduced |
| Two Sigma Investments, LP | 215,046 | $27.2M | 0.02% | −454,102−67.9% | Reduced |
| Arizona State Retirement System | 215,940 | $27.3M | 0.14% | +2,875+1.3% | Added |
| CSM Advisors, LLC | 216,822 | $27.4M | 0.59% | −2,031−0.9% | Reduced |
| D.A. Davidson & Co. | 217,905 | $27.6M | 0.15% | −36,196−14.2% | Reduced |
| Sanctuary Advisors, LLC | 218,196 | $27.6M | 0.13% | +4,872+2.3% | Added |
| Aptus Capital Advisors, LLC | 221,444 | $28.0M | 0.20% | +6,928+3.2% | Added |
| Czech National Bank | 221,903 | $28.1M | 0.15% | +10,110+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 222,048 | $28.1M | 0.12% | +6,320+2.9% | Added |
| Public Sector Pension Investment Board | 222,611 | $28.2M | 0.07% | +1,417+0.6% | Added |
| Mn Services Vermogensbeheer B.V. | 226,806 | $28.7M | 0.22% | −73,200−24.4% | Reduced |