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 |
|---|---|---|---|---|---|
| F/M Investments LLC | 1,695 | $214.6K | 0.01% | −2−0.1% | Reduced |
| Private Client Services, LLC | 1,699 | $215.1K | 0.06% | +110+6.9% | Added |
| Alteri Wealth LLC | 1,702 | $215.4K | 0.06% | +1+0.1% | Added |
| BNB Wealth Management, LLC | 1,702 | $215.4K | 0.12% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,704 | $215.7K | 0.04% | +1,704 | New |
| LVZ Advisors, Inc. | 1,708 | $216.2K | 0.02% | +27+1.6% | Added |
| Capstone Wealth Management Group, Inc. | 1,712 | $216.7K | 0.13% | +1,712 | New |
| Client 1st Advisory Group, LLC | 1,712 | $216.7K | 0.06% | +171+11.1% | Added |
| Rather & Kittrell, Inc. | 1,715 | $217.1K | 0.03% | +29+1.7% | Added |
| Old Mission Investment Co LLC | 1,717 | $217.3K | 0.05% | +28+1.7% | Added |
| Alhambra Investment Partners LLC | 1,719 | $217.6K | 0.09% | −440−20.4% | Reduced |
| First Financial Corp | 1,720 | $217.7K | 0.08% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,724 | $218.2K | 0.00% | +154+9.8% | Added |
| Old Second National Bank of Aurora | 1,726 | $218.5K | 0.04% | 00.0% | Unchanged |
| S Harris Financial Group, LLC | 1,729 | $218.9K | 0.17% | +23+1.3% | Added |
| Hilltop Wealth Advisors, LLC | 1,730 | $219.0K | 0.11% | −12−0.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,733 | $219.4K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,734 | $219.5K | 0.09% | +82+5.0% | Added |
| Madrona Financial Services, LLC | 1,736 | $219.8K | 0.04% | +1,736 | New |
| Wellspring Financial Advisors, LLC | 1,744 | $221.1K | 0.01% | −35−2.0% | Reduced |
| Legacy Advisors, LLC | 1,747 | $221.1K | 0.02% | +1,747 | New |
| Bender Robert & Associates | 1,748 | $221.3K | 0.05% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 1,748 | $221.3K | 0.09% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,751 | $221.6K | 0.14% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,753 | $221.9K | 0.04% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,755 | $222.1K | 0.03% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,757 | $222.5K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 1,759 | $222.7K | 0.09% | 00.0% | Unchanged |
| Axq Capital, LP | 1,764 | $223.3K | 0.02% | −24,274−93.2% | Reduced |
| Waldron Private Wealth LLC | 1,766 | $223.5K | 0.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,767 | $223.7K | 0.03% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,768 | $223.8K | 0.02% | −1−0.1% | Reduced |
| Wealth Management Nebraska | 1,769 | $224.0K | 0.02% | +108+6.5% | Added |
| Kagan Cocozza Asset Management | 1,775 | $224.7K | 0.14% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,775 | $224.7K | 0.03% | +31+1.8% | Added |
| Eagle Capital Management, LLC | 1,781 | $225.0K | 0.08% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,781 | $225.4K | 0.14% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,790 | $226.6K | 0.15% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,791 | $227.0K | 0.07% | −652−26.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,800 | $227.8K | 0.02% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 1,800 | $227.8K | 0.09% | 00.0% | Unchanged |
| Old Peak Finance LLC | 1,802 | $228.1K | 0.11% | +1,802 | New |
| Joule Financial, LLC | 1,803 | $228.3K | 0.06% | +38+2.2% | Added |
| Everstar Asset Management, LLC | 1,805 | $228.5K | 0.11% | −86−4.5% | Reduced |
| Stokes Capital Advisors, LLC | 1,805 | $228.5K | 0.05% | +261+16.9% | Added |
| Weaver Consulting Group | 1,806 | $228.5K | 0.05% | −12−0.7% | Reduced |
| Country Trust Bank | 1,810 | $229.1K | 0.00% | +70+4.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $229.2K | 0.03% | 00.0% | Unchanged |
| O'Domhnaill Enterprises, Inc. | 1,814 | $229.6K | 0.18% | +123+7.3% | Added |
| Dopkins Wealth Management, LLC | 1,816 | $229.9K | 0.08% | +1,816 | New |
| Fortitude Advisory Group L.L.C. | 1,817 | $230.0K | 0.09% | +73+4.2% | Added |
| Roberts Wealth Advisors, LLC | 1,818 | $230.1K | 0.05% | +1,818 | New |
| Sentry LLC | 1,822 | $230.6K | 0.06% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,836 | $231.1K | 0.06% | +130+7.6% | Added |
| Wright Wealth LLC | 1,827 | $231.3K | 0.14% | +7+0.4% | Added |
| Impact Partnership Wealth, LLC | 1,828 | $231.3K | 0.02% | −2,459−57.4% | Reduced |
| Tranquility Partners, LLC | 1,833 | $232.0K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,835 | $232.3K | 0.04% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,837 | $232.5K | 0.02% | 00.0% | Unchanged |
| American Money Management, LLC | 1,839 | $232.8K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,840 | $232.9K | 0.05% | +41+2.3% | Added |
| Kornitzer Capital Management Inc | 1,844 | $233.4K | 0.00% | −141−7.1% | Reduced |
| PKS Advisory Services, LLC | 1,848 | $233.8K | 0.04% | +1,848 | New |
| Beacon Financial Advisory LLC | 1,847 | $233.9K | 0.05% | +276+17.6% | Added |
| MV Capital Management, Inc. | 1,848 | $233.9K | 0.02% | −127−6.4% | Reduced |
| Liberty Wealth Management LLC | 1,791 | $234.6K | 0.03% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,858 | $235.1K | 0.06% | +1,858 | New |
| Bullock Wealth Management Group | 1,871 | $235.3K | 0.10% | +164+9.6% | Added |
| Consolidated Planning Corp | 1,871 | $236.9K | 0.03% | −172−8.4% | Reduced |
| Prosperity Financial Group, Inc. | 1,880 | $238.0K | 0.07% | +17+0.9% | Added |
| Stokes Family Office, LLC | 1,880 | $238.0K | 0.03% | −364−16.2% | Reduced |
| West Chester Capital Advisors, Inc | 1,881 | $238.1K | 0.16% | −718−27.6% | Reduced |
| Ewa, LLC | 1,885 | $238.6K | 0.04% | −31−1.6% | Reduced |
| Silvant Capital Management LLC | 1,886 | $238.7K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 1,903 | $238.8K | 0.04% | +1,903 | New |
| Founders Financial Securities LLC | 1,889 | $239.1K | 0.01% | +352+22.9% | Added |
| Havemeyer Place LP | 1,893 | $239.6K | 0.02% | +1,893 | New |
| Armstrong, Fleming & Moore, Inc | 1,896 | $240.0K | 0.08% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,914 | $240.0K | 0.03% | −21−1.1% | Reduced |
| Hamilton Capital, LLC | 1,898 | $240.2K | 0.01% | +326+20.7% | Added |
| Second Half Financial Partners, LLC | 1,901 | $240.7K | 0.10% | +102+5.7% | Added |
| Burns J W & Co Inc | 1,905 | $241.1K | 0.03% | +7+0.4% | Added |
| FSB Premier Wealth Management, Inc. | 1,905 | $241.2K | 0.07% | −63−3.2% | Reduced |
| Meridian Financial, LLC | 1,908 | $241.5K | 0.12% | 00.0% | Unchanged |
| Sym Financial Corp | 1,919 | $242.9K | 0.02% | +1,919 | New |
| Leelyn Smith, LLC | 1,921 | $243.1K | 0.03% | +44+2.3% | Added |
| Strategic Investment Solutions, Inc. | 1,921 | $243.2K | 0.06% | +7+0.4% | Added |
| OneAscent Wealth Management LLC | 1,922 | $243.2K | 0.07% | −31−1.6% | Reduced |
| Old Point Trust & Financial Services N A | 1,931 | $244.4K | 0.07% | −343−15.1% | Reduced |
| Semus Wealth Partners LLC | 1,933 | $244.7K | 0.12% | +16+0.8% | Added |
| ZRC Wealth Management, LLC | 1,934 | $244.8K | 0.07% | +172+9.8% | Added |
| Eagle Strategies LLC | 1,935 | $244.9K | 0.02% | +7+0.4% | Added |
| Planned Solutions, Inc. | 1,939 | $245.4K | 0.07% | +60+3.2% | Added |
| Advus Financial Partners, LLC | 1,942 | $245.9K | 0.06% | +63+3.4% | Added |
| Alphadyne Asset Management LP | 1,943 | $245.9K | 0.01% | −1,594−45.1% | Reduced |
| tru Independence LLC | 1,945 | $246.2K | 0.11% | +17+0.9% | Added |
| Walleye Capital LLC | 1,947 | $246.5K | 0.00% | +804+70.3% | Added |
| World Equity Group, Inc. | 1,948 | $246.6K | 0.06% | −28−1.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,961 | $248.3K | 0.09% | −35−1.8% | Reduced |
| Liberty Capital Management, Inc. | 1,964 | $248.6K | 0.04% | +1,964 | New |