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; 2,491 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
- 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
- 1,136 more added
- Sold out
- 136
- 812 more reduced
34 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Walsh & Associates, LLC | 362 | $45.8K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 368 | $46.5K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 370 | $46.9K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 371 | $47.0K | 0.01% | +62+20.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 372 | $47.1K | 0.01% | −59−13.7% | Reduced |
| Bellevue Asset Management, LLC | 375 | $47.5K | 0.02% | +1+0.3% | Added |
| Chesapeake Asset Management LLC | 387 | $49.0K | 0.04% | +268+225.2% | Added |
| Key Capital Management, INC | 393 | $49.7K | 0.03% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 401 | $50.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 411 | $52.1K | 0.00% | −381−48.1% | Reduced |
| Bruce G. Allen Investments, LLC | 414 | $52.4K | 0.03% | −48−10.4% | Reduced |
| LGT Financial Advisors LLC | 415 | $52.6K | 0.28% | +3+0.7% | Added |
| Private Wealth Management Group, LLC | 423 | $53.5K | 0.01% | +137+47.9% | Added |
| Motco | 434 | $54.9K | 0.00% | +17+4.1% | Added |
| S&T Bank | 434 | $54.9K | 0.02% | +238+121.4% | Added |
| CGC Financial Services, LLC | 438 | $55.4K | 0.01% | +130+42.2% | Added |
| Delta Asset Management LLC | 442 | $55.9K | 0.00% | +41+10.2% | Added |
| Horrell Capital Management, Inc. | 450 | $57.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 453 | $58.0K | 0.01% | +24+5.6% | Added |
| TSFG, LLC | 466 | $59.0K | 0.01% | +20+4.5% | Added |
| Catalyst Capital Advisors LLC | 468 | $59.2K | 0.00% | −483−50.8% | Reduced |
| Pin Oak Investment Advisors Inc | 472 | $60.0K | 0.04% | +5+1.1% | Added |
| Boyd Watterson Asset Management LLC | 479 | $60.6K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 470 | $61.5K | 0.04% | −229−32.8% | Reduced |
| BankPlus Trust Department | 494 | $62.5K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $63.3K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $63.3K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 501 | $63.4K | 0.19% | −948−65.4% | Reduced |
| Western Pacific Wealth Management, LP | 504 | $63.8K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 504 | $63.8K | 0.01% | +4+0.8% | Added |
| Perkins Coie Trust Co | 507 | $64.2K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 523 | $66.2K | 0.01% | +523 | New |
| Hartford Financial Management Inc. | 544 | $68.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 553 | $70.0K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $71.3K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 570 | $72.2K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 573 | $72.5K | 0.04% | +2+0.4% | Added |
| 1248 Management, LLC | 587 | $74.3K | 0.03% | 00.0% | Unchanged |
| First National Bank | 588 | $74.4K | 0.03% | +588 | New |
| Investors Research Corp | 600 | $75.9K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 623 | $78.9K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 630 | $79.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $80.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 640 | $81.0K | 0.01% | −154−19.4% | Reduced |
| IMA Wealth, Inc. | 647 | $81.9K | 0.01% | +579+851.5% | Added |
| Planning Strategies Inc. | 653 | $82.7K | 0.05% | +653 | New |
| Edmond de Rothschild Holding S.A. | 667 | $84.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 679 | $86.0K | 0.03% | +5+0.7% | Added |
| Sachetta, LLC | 681 | $86.2K | 0.04% | +60+9.7% | Added |
| Wall Street Access Asset Management, LLC | 699 | $88.5K | 0.01% | +286+69.2% | Added |
| Luken Investment Analytics, LLC | 721 | $91.3K | 0.03% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 725 | $91.8K | 0.04% | +725 | New |
| LRI Investments, LLC | 734 | $92.9K | 0.01% | +18+2.5% | Added |
| Silver Grove Financial Group, Inc. | 758 | $95.9K | 0.05% | +758 | New |
| Moisand Fitzgerald Tamayo, LLC | 763 | $96.6K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 767 | $97.1K | 0.01% | +134+21.2% | Added |
| Synergy Investment Management, LLC | 784 | $100.1K | 0.02% | +327+71.6% | Added |
| Avalon Trust Co | 800 | $101.3K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 800 | $101.3K | 0.02% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 808 | $102.3K | 0.01% | +808 | New |
| RHL Group, LLC | 810 | $102.9K | 0.09% | +810 | New |
| True Wealth Design, LLC | 817 | $103.4K | 0.02% | +127+18.4% | Added |
| Tower Trust & Investment Co | 819 | $103.7K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 820 | $103.8K | 0.01% | −129−13.6% | Reduced |
| Kilter Group LLC | 839 | $106.2K | 0.04% | +83+11.0% | Added |
| Pacifica Partners Inc. | 827 | $107.1K | 0.03% | −28−3.3% | Reduced |
| POM Investment Strategies, LLC | 849 | $107.4K | 0.12% | −1,674−66.3% | Reduced |
| Key Financial Inc | 857 | $108.5K | 0.02% | −19−2.2% | Reduced |
| GW&K Investment Management, LLC | 885 | $112.0K | 0.00% | +34+4.0% | Added |
| Coston, McIsaac & Partners | 890 | $112.0K | 0.02% | +62+7.5% | Added |
| C M Bidwell & Associates Ltd | 896 | $113.4K | 0.05% | −30−3.2% | Reduced |
| Byrne Asset Management LLC | 908 | $114.9K | 0.06% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 917 | $116.1K | 0.08% | −53−5.5% | Reduced |
| Bangor Savings Bank | 930 | $117.7K | 0.01% | −3−0.3% | Reduced |
| Southern Michigan Bank & Trust | 947 | $119.9K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 978 | $123.8K | 0.01% | +46+4.9% | Added |
| N.E.W. Advisory Services LLC | 999 | $126.5K | 0.01% | +226+29.2% | Added |
| Wealth Preservation Advisors, LLC | 1,000 | $126.6K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,003 | $127.0K | 0.01% | −10−1.0% | Reduced |
| Bayban | 1,006 | $127.3K | 0.10% | +120+13.5% | Added |
| Private Wealth Asset Management, LLC | 1,008 | $127.6K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,009 | $127.7K | 0.03% | +96+10.5% | Added |
| Copia Wealth Management | 1,017 | $128.8K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,026 | $129.9K | 0.40% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $130.2K | 0.09% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,029 | $130.3K | 0.03% | +164+19.0% | Added |
| Advantage Trust Co | 1,029 | $130.3K | 0.05% | +630+157.9% | Added |
| Miller Capital Partners, Inc. | 1,030 | $130.4K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,034 | $130.9K | 0.01% | +288+38.6% | Added |
| WPG Advisers, LLC | 1,046 | $132.4K | 0.08% | +235+29.0% | Added |
| Acumen Wealth Advisors, LLC | 1,054 | $133.4K | 0.03% | +6+0.6% | Added |
| Investment Research & Advisory Group, Inc. | 1,062 | $135.8K | 0.04% | +413+63.6% | Added |
| Bay Harbor Wealth Management, LLC | 1,088 | $137.7K | 0.03% | +1,017+1,432.4% | Added |
| Capital Advisors, Ltd. LLC | 1,096 | $139.0K | 0.01% | +30+2.8% | Added |
| Westside Investment Management, Inc. | 1,099 | $139.1K | 0.02% | −17−1.5% | Reduced |
| LifeSteps Financial, Inc. | 1,100 | $139.2K | 0.06% | +1,100 | New |
| Purpose Unlimited Inc. | 1,106 | $140.0K | 0.01% | −80−6.7% | Reduced |
| Bravera Wealth | 1,121 | $141.9K | 0.05% | −33−2.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,125 | $142.4K | 0.02% | +1,125 | New |
| Webster Bank, N. A. | 1,132 | $143.3K | 0.01% | +73+6.9% | Added |