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
- Institutional holders
- 2,492
- +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
- 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 |
|---|---|---|---|---|---|
| Ferguson Shapiro LLC | 1,965 | $248.8K | 0.07% | +16+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,968 | $249.1K | 0.11% | +5+0.3% | Added |
| Hanlon Investment Management, Inc. | 1,972 | $249.6K | 0.13% | −106−5.1% | Reduced |
| TrustBank | 1,972 | $249.6K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,978 | $250.4K | 0.00% | +106+5.7% | Added |
| Sivia Capital Partners, LLC | 1,978 | $250.4K | 0.03% | +1,978 | New |
| Atlantic Family Wealth, LLC | 1,981 | $250.8K | 0.16% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,991 | $250.8K | 0.03% | +1,991 | New |
| WealthTrust Asset Management, LLC | 1,982 | $250.9K | 0.14% | +8+0.4% | Added |
| Fragasso Group Inc. | 1,983 | $251.0K | 0.01% | +82+4.3% | Added |
| Blossom Wealth Management | 1,984 | $251.1K | 0.35% | −200−9.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,985 | $251.2K | 0.02% | +13+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,985 | $251.3K | 0.00% | +1,985 | New |
| LaSalle St. Investment Advisors, LLC | 1,990 | $251.9K | 0.03% | −104−5.0% | Reduced |
| Partners Wealth Management, LLC | 1,994 | $252.4K | 0.25% | −102−4.9% | Reduced |
| Van Diest Capital, LLC | 1,995 | $252.5K | 0.23% | −608−23.4% | Reduced |
| UMA Financial Services, Inc. | 1,995 | $252.5K | 0.03% | +81+4.2% | Added |
| Discipline Wealth Solutions, LLC | 1,998 | $252.9K | 0.02% | +36+1.8% | Added |
| Graver Capital Management, LLC | 2,000 | $253.2K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,006 | $253.9K | 0.03% | +119+6.3% | Added |
| Sentinel Trust Co Lba | 2,006 | $254.0K | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,009 | $254.3K | 0.14% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,013 | $254.8K | 0.02% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,014 | $254.9K | 0.00% | −397−16.5% | Reduced |
| William John Sempolinski | 2,020 | $255.7K | 0.10% | 00.0% | Unchanged |
| Enclave Advisors LLC | 2,021 | $255.8K | 0.03% | +4+0.2% | Added |
| Colonial River Wealth Management, LLC | 2,023 | $256.1K | 0.07% | +9+0.4% | Added |
| Rockbridge Investment Management, LCC | 2,024 | $256.2K | 0.02% | +5+0.2% | Added |
| Legacy Private Trust Co. | 2,025 | $256.3K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,025 | $256.3K | 0.04% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 2,031 | $257.1K | 0.08% | +2+0.1% | Added |
| Jessup Wealth Management, Inc | 2,033 | $257.3K | 0.08% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 2,038 | $258.0K | 0.07% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,016 | $258.5K | 0.08% | −204−9.2% | Reduced |
| Beaumont Financial Advisors, LLC | 2,043 | $258.6K | 0.02% | +20+1.0% | Added |
| HBW Advisory Services LLC | 2,046 | $259.0K | 0.02% | +2,046 | New |
| Peak Planning Group, LLC | 2,061 | $260.9K | 0.06% | −243−10.5% | Reduced |
| Financial Consulate, Inc | 2,061 | $260.9K | 0.03% | +111+5.7% | Added |
| Plancorp, LLC | 2,065 | $262.0K | 0.01% | +289+16.3% | Added |
| Walker Financial Services, Inc. | 2,076 | $262.8K | 0.08% | +2,076 | New |
| Bailard, Inc. | 2,080 | $263.3K | 0.01% | −75−3.5% | Reduced |
| Canopy Partners, LLC | 2,080 | $263.3K | 0.08% | +130+6.7% | Added |
| Howe & Rusling Inc | 2,083 | $263.7K | 0.02% | +2,083 | New |
| Commonwealth Financial Services, LLC | 2,087 | $264.1K | 0.04% | +105+5.3% | Added |
| Essex Investment Management Co LLC | 2,096 | $265.3K | 0.03% | −9−0.4% | Reduced |
| VisionPoint Advisory Group, LLC | 2,097 | $265.4K | 0.04% | −360−14.7% | Reduced |
| Spartan Wealth Advisory Services LLC | 2,103 | $266.2K | 0.02% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,108 | $266.8K | 0.07% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 2,109 | $267.0K | 0.06% | +43+2.1% | Added |
| Blue Capital, Inc. | 2,109 | $267.0K | 0.17% | +269+14.6% | Added |
| Darwin Advisors, LLC | 2,109 | $267.0K | 0.07% | +16+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,117 | $268.0K | 0.07% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,118 | $268.1K | 0.05% | +160+8.2% | Added |
| Waterloo Capital, L.P. | 2,120 | $268.3K | 0.02% | −3,308−60.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,121 | $268.5K | 0.02% | +163+8.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,133 | $268.7K | 0.08% | +15+0.7% | Added |
| Onefund, LLC | 2,124 | $268.9K | 0.15% | −13−0.6% | Reduced |
| Balance Wealth, LLC | 2,128 | $269.3K | 0.07% | −195−8.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,129 | $269.4K | 0.13% | +3+0.1% | Added |
| IVC Wealth Advisors LLC | 2,130 | $269.6K | 0.11% | +173+8.8% | Added |
| Summitry LLC | 2,130 | $269.6K | 0.01% | +2,130 | New |
| Reyes Financial Architecture, Inc. | 2,137 | $270.4K | 0.15% | −104−4.6% | Reduced |
| Front Row Advisors LLC | 2,202 | $271.3K | 0.08% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,144 | $271.4K | 0.02% | −126−5.6% | Reduced |
| Auxano Advisors, LLC | 2,152 | $272.4K | 0.05% | −5−0.2% | Reduced |
| Red Wave Investments LLC | 2,153 | $272.5K | 0.07% | −270−11.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,153 | $272.5K | 0.02% | −441−17.0% | Reduced |
| Hilltop National Bank | 2,154 | $272.7K | 0.06% | −211−8.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,156 | $272.9K | 0.16% | +65+3.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,156 | $273.0K | 0.05% | +21+1.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,156 | $273.0K | 0.02% | +139+6.9% | Added |
| Pallas Capital Advisors LLC | 2,170 | $274.7K | 0.01% | −138−6.0% | Reduced |
| M.E. Allison & Co., Inc. | 2,173 | $275.1K | 0.16% | −25−1.1% | Reduced |
| Veratis Advisors, Inc. | 2,175 | $275.3K | 0.19% | +2,175 | New |
| Fiscal Wisdom Wealth Management, LLC | 2,177 | $275.6K | 0.23% | +2,177 | New |
| Roble, Belko & Company, Inc | 2,182 | $276.0K | 0.03% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,147 | $276.6K | 0.10% | +71+3.4% | Added |
| Joel Adams & Associates, Inc. | 2,189 | $277.1K | 0.18% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,190 | $277.2K | 0.08% | −4−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 2,195 | $277.8K | 0.06% | +120+5.8% | Added |
| Cornerstone Management, Inc. | 2,196 | $278.0K | 0.04% | −150−6.4% | Reduced |
| CSS LLC | 2,200 | $278.5K | 0.01% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 2,200 | $278.5K | 0.05% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,201 | $278.6K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,206 | $280.0K | 0.07% | +102+4.8% | Added |
| Berkshire Asset Management LLC | 2,225 | $281.7K | 0.01% | −47−2.1% | Reduced |
| Inceptionr LLC | 2,234 | $282.8K | 0.07% | +2,234 | New |
| Adkins Seale Capital Management LLC | 2,236 | $283.0K | 0.25% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,237 | $283.2K | 0.01% | +53+2.4% | Added |
| Sunflower Bank, N.A. | 2,238 | $283.3K | 0.07% | +7+0.3% | Added |
| Kennebec Savings Bank | 2,239 | $283.4K | 0.23% | −40−1.8% | Reduced |
| Basecamp Wealth Advisors LLC | 2,244 | $284.0K | 0.05% | −4−0.2% | Reduced |
| Manske Wealth Management | 2,244 | $284.1K | 0.07% | +10.0% | Added |
| LSP Investment Advisors, LLC | 2,250 | $284.8K | 0.26% | −810−26.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,253 | $285.2K | 0.01% | −10.0% | Reduced |
| Central Bank & Trust Co | 2,253 | $285.2K | 0.04% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 2,254 | $285.3K | 0.01% | +2,254 | New |
| Cultivar Capital, Inc. | 2,258 | $285.8K | 0.18% | +23+1.0% | Added |
| Severin Investments, LLC | 2,260 | $286.0K | 0.22% | +131+6.2% | Added |
| Tower Wealth Partners, Inc. | 2,260 | $286.1K | 0.14% | +350+18.3% | Added |