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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,134 | $143.5K | 0.04% | +254+28.9% | Added |
| Tidemark, LLC | 1,163 | $147.2K | 0.03% | +853+275.2% | Added |
| Smallwood Wealth Investment Management, LLC | 1,172 | $148.4K | 0.06% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,183 | $149.7K | 0.04% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,199 | $151.8K | 0.06% | +1,199 | New |
| Aventura Private Wealth, LLC | 1,201 | $152.0K | 0.05% | +183+18.0% | Added |
| Holos Integrated Wealth LLC | 1,188 | $152.3K | 0.07% | −83−6.5% | Reduced |
| Medallion Wealth Advisors, LLC | 1,205 | $152.7K | 0.05% | −406−25.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,216 | $153.9K | 0.05% | −212−14.8% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,232 | $155.9K | 0.10% | −555−31.1% | Reduced |
| Cranbrook Wealth Management, LLC | 1,233 | $156.1K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,238 | $156.7K | 0.01% | +102+9.0% | Added |
| S.A. Mason LLC | 1,240 | $157.0K | 0.05% | +25+2.1% | Added |
| Palladiem, LLC | 1,265 | $160.2K | 0.16% | −254−16.7% | Reduced |
| Coastline Trust Co | 1,266 | $160.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,270 | $160.7K | 0.04% | +1+0.1% | Added |
| Hager Investment Management Services, LLC | 1,290 | $163.3K | 0.08% | −85−6.2% | Reduced |
| Global Trust Asset Management, LLC | 1,295 | $164.0K | 0.05% | +46+3.7% | Added |
| Action Point Financial Planning, LLC | 1,306 | $164.6K | 0.02% | +1,306 | New |
| Beaird Harris Wealth Management, LLC | 1,302 | $164.8K | 0.01% | +612+88.7% | Added |
| Hollencrest Capital Management | 1,318 | $166.8K | 0.01% | +1+0.1% | Added |
| Godfrey Financial Associates, Inc. | 1,327 | $168.0K | 0.13% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,331 | $168.5K | 0.04% | −200−13.1% | Reduced |
| Kimelman & Baird, LLC | 1,332 | $168.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,348 | $170.6K | 0.03% | −9−0.7% | Reduced |
| Atwood & Palmer Inc | 1,348 | $170.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,352 | $171.1K | 0.01% | −427−24.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,360 | $172.1K | 0.02% | +1,360 | New |
| Princeton Global Asset Management LLC | 1,368 | $173.2K | 0.02% | +11+0.8% | Added |
| Vision Financial Markets LLC | 1,395 | $175.9K | 0.15% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1,392 | $176.2K | 0.05% | +1,392 | New |
| Beacon Financial Strategies CORP | 1,402 | $177.5K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,438 | $182.0K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1,454 | $184.0K | 0.10% | +14+1.0% | Added |
| Dogwood Wealth Management LLC | 1,475 | $186.7K | 0.07% | −3,903−72.6% | Reduced |
| CrossGen Wealth, LLC | 1,480 | $187.4K | 0.15% | −422−22.2% | Reduced |
| Clear Street Markets LLC | 1,481 | $187.5K | 0.04% | +553+59.6% | Added |
| Morse Asset Management, Inc | 1,500 | $189.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,508 | $190.9K | 0.04% | +126+9.1% | Added |
| Knuff & Co LLC | 1,540 | $194.9K | 0.05% | +182+13.4% | Added |
| Valley National Advisers Inc | 1,558 | $197.2K | 0.02% | −24−1.5% | Reduced |
| Peak Retirement Planning, Inc. | 1,583 | $200.3K | 0.03% | −97−5.8% | Reduced |
| Strategies Wealth Advisors, LLC | 1,584 | $200.5K | 0.02% | +1+0.1% | Added |
| TruNorth Capital Management, LLC | 1,590 | $201.3K | 0.03% | +1,590 | New |
| Zhang Financial LLC | 1,592 | $201.5K | 0.01% | +1+0.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,599 | $202.0K | 0.13% | +9+0.6% | Added |
| Quadrant Private Wealth Management, LLC | 1,599 | $202.3K | 0.05% | +1,599 | New |
| Buckhead Capital Management LLC | 1,599 | $202.4K | 0.07% | +1,599 | New |
| Stonebridge Financial Group, LLC | 1,602 | $202.8K | 0.13% | −74−4.4% | Reduced |
| Arbor Wealth Advisors LLC | 1,602 | $202.8K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,603 | $202.9K | 0.02% | +7+0.4% | Added |
| Capula Management Ltd | 1,604 | $203.0K | 0.00% | −8,901−84.7% | Reduced |
| Fusion Capital, LLC | 1,605 | $203.1K | 0.05% | +2+0.1% | Added |
| Symmetry Partners, LLC | 1,605 | $203.1K | 0.01% | +1,605 | New |
| Northeast Investment Management | 1,605 | $203.2K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,609 | $203.7K | 0.04% | +7+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,615 | $204.4K | 0.00% | −1,582−49.5% | Reduced |
| Brighton Securities Corp. | 1,622 | $205.3K | 0.09% | −113−6.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,622 | $205.3K | 0.02% | +11+0.7% | Added |
| Stonebrook Private Inc. | 1,623 | $205.4K | 0.04% | +1,623 | New |
| SPWM Advisors LLC | 1,644 | $205.6K | 0.19% | −62−3.6% | Reduced |
| J.M. Arbour, LLC | 1,624 | $205.6K | 0.18% | +94+6.1% | Added |
| Entelevest, LLC | 1,625 | $205.7K | 0.18% | +1,625 | New |
| MeadowBrook Investment Advisors LLC | 1,628 | $206.1K | 0.16% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,628 | $206.1K | 0.07% | +6+0.4% | Added |
| Crew Capital Management, Ltd. | 1,631 | $206.5K | 0.11% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 1,633 | $206.7K | 0.13% | +5+0.3% | Added |
| Swan Global Investments, LLC | 1,635 | $207.0K | 0.01% | +1,635 | New |
| Marin Bay Wealth Advisors, LLC | 1,637 | $207.3K | 0.11% | −1,117−40.6% | Reduced |
| Evolution Wealth Management Inc. | 1,638 | $207.3K | 0.12% | +1,045+176.2% | Added |
| Compass Ion Advisors, LLC | 1,639 | $207.5K | 0.02% | −26−1.6% | Reduced |
| McAdam, LLC | 1,642 | $207.8K | 0.01% | +1,642 | New |
| First American Trust, FSB | 1,643 | $208.0K | 0.01% | +22+1.4% | Added |
| MQS Management LLC | 1,644 | $208.1K | 0.25% | +1,644 | New |
| TCTC Holdings, LLC | 1,646 | $208.4K | 0.01% | +118+7.7% | Added |
| GDS Wealth Management | 1,647 | $208.5K | 0.01% | +1,647 | New |
| Axiom Investment Management LLC | 1,648 | $208.6K | 0.14% | +176+12.0% | Added |
| Barrett & Company, Inc. | 1,651 | $209.0K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,652 | $209.1K | 0.03% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,653 | $209.2K | 0.06% | −49−2.9% | Reduced |
| Mirador Capital Partners LP | 1,653 | $209.2K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,653 | $209.2K | 0.01% | +1,653 | New |
| Good Harbor Advisors, Inc. | 1,655 | $209.5K | 0.20% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,656 | $209.6K | 0.00% | −149−8.3% | Reduced |
| Sharp Financial Services, LLC | 1,661 | $210.2K | 0.10% | −215−11.5% | Reduced |
| Smith Partners Wealth Management, LLC | 1,664 | $210.6K | 0.17% | −136−7.6% | Reduced |
| Allianz SE | 1,666 | $210.9K | 0.00% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,666 | $210.9K | 0.02% | +1,666 | New |
| Alternative Investment Advisors, LLC. | 1,668 | $211.2K | 0.08% | +48+3.0% | Added |
| Morris Retirement Advisors, LLC | 1,669 | $211.3K | 0.08% | +4+0.2% | Added |
| Wedge Capital Management L L P | 1,674 | $211.9K | 0.00% | −284−14.5% | Reduced |
| FSM Wealth Advisors, LLC | 1,677 | $212.3K | 0.02% | −176−9.5% | Reduced |
| Ellenbecker Investment Group | 1,678 | $212.4K | 0.02% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $212.9K | 0.15% | – | – |
| Eagle Rock Investment Company, LLC | 1,685 | $213.3K | 0.03% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,688 | $213.7K | 0.02% | +32+1.9% | Added |
| Hopwood Nicholas Hunter | 1,690 | $213.9K | 0.06% | +17+1.0% | Added |
| Fairscale Capital, LLC | 1,691 | $214.0K | 0.13% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,692 | $214.1K | 0.08% | −330−16.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,692 | $214.2K | 0.05% | −6−0.4% | Reduced |