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 |
|---|---|---|---|---|---|
| HFG Advisors, Inc. | 2,264 | $286.6K | 0.18% | +2,264 | New |
| Meriwether Wealth & Planning, LLC | 2,265 | $286.7K | 0.14% | −439−16.2% | Reduced |
| Capital City Trust Co | 2,265 | $286.7K | 0.06% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,268 | $287.1K | 0.05% | 00.0% | Unchanged |
| KTF Investments, LLC | 2,270 | $287.3K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 2,272 | $287.6K | 0.01% | +103+4.7% | Added |
| Kestra Investment Management, LLC | 2,288 | $289.6K | 0.01% | +2,288 | New |
| Premier Private Wealth Management LLC | 2,289 | $289.7K | 0.25% | +219+10.6% | Added |
| Warm Springs Advisors Inc. | 2,291 | $290.0K | 0.20% | 00.0% | Unchanged |
| City State Bank | 2,292 | $290.1K | 0.07% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,300 | $291.1K | 0.08% | +2,300 | New |
| M. Kraus & Co | 2,312 | $292.7K | 0.08% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,320 | $293.7K | 0.07% | +239+11.5% | Added |
| Holistic Financial Partners | 2,323 | $294.0K | 0.18% | −1,074−31.6% | Reduced |
| Arsenal Capital Advisors LLC | 2,325 | $294.3K | 0.17% | −165−6.6% | Reduced |
| Legacy Wealth Partners, LLC | 2,329 | $294.8K | 0.07% | +24+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 2,330 | $294.9K | 0.06% | −60−2.5% | Reduced |
| Gleason Group, Inc. | 2,337 | $295.8K | 0.03% | +19+0.8% | Added |
| Weatherly Asset Management L. P. | 2,339 | $296.1K | 0.02% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,340 | $296.2K | 0.10% | +326+16.2% | Added |
| YHB Investment Advisors, Inc. | 2,357 | $298.4K | 0.02% | +2,357 | New |
| Lloyd Advisory Services, LLC. | 2,360 | $298.7K | 0.12% | +2,276+2,709.5% | Added |
| Enterprise Financial Services Corp | 2,362 | $299.0K | 0.12% | −206−8.0% | Reduced |
| Curat Global, LLC | 1,666 | $299.5K | 0.25% | −697−29.5% | Reduced |
| D'Orazio & Associates, Inc. | 2,371 | $300.1K | 0.03% | +63+2.7% | Added |
| First United Bank Trust | 2,375 | $300.6K | 0.09% | +48+2.1% | Added |
| Richwood Investment Advisors, LLC | 2,375 | $300.6K | 0.21% | +600+33.8% | Added |
| Sterling Investment Counsel, LLC | 2,376 | $300.8K | 0.07% | −1,086−31.4% | Reduced |
| Herold Advisors, Inc. | 2,373 | $301.0K | 0.06% | +68+3.0% | Added |
| Madison Wealth Partners, Inc | 2,378 | $301.0K | 0.04% | +2,378 | New |
| Miller Financial Services LLC | 2,379 | $301.2K | 0.24% | +2+0.1% | Added |
| J. Team Financial, Inc. | 2,387 | $302.2K | 0.29% | +71+3.1% | Added |
| COFG Advisors, LLC | 2,404 | $304.3K | 0.05% | −47−1.9% | Reduced |
| Coquina Private Wealth LLC | 2,410 | $305.1K | 0.21% | −79−3.2% | Reduced |
| Cambient Family Office, LLC | 2,413 | $305.4K | 0.04% | −48−2.0% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $305.8K | 0.17% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,424 | $306.9K | 0.03% | +477+24.5% | Added |
| Fox Run Management, L.L.C. | 2,425 | $307.0K | 0.05% | +2,425 | New |
| Kraematon Investment Advisors, Inc | 2,431 | $307.7K | 0.23% | +17+0.7% | Added |
| Deseret Mutual Benefit Administrators | 2,434 | $308.1K | 0.10% | −180−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,434 | $308.1K | 0.00% | +2,434 | New |
| Vicus Capital | 2,434 | $308.1K | 0.02% | +2+0.1% | Added |
| Capital Advantage, Inc. | 2,439 | $308.7K | 0.04% | 00.0% | Unchanged |
| Guardian Investment Management | 2,439 | $308.7K | 0.21% | +150+6.6% | Added |
| Guinness Asset Management LTD | 2,442 | $309.1K | 0.01% | +926+61.1% | Added |
| Norris Perne & French LLP | 2,444 | $309.4K | 0.01% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,448 | $309.8K | 0.03% | +65+2.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,453 | $310.0K | 0.11% | −142−5.5% | Reduced |
| Cottage Street Advisors LLC | 2,452 | $310.3K | 0.12% | +101+4.3% | Added |
| New Hampshire Trust | 2,454 | $310.6K | 0.06% | +105+4.5% | Added |
| Xxi Wealth, LLC | 2,455 | $310.8K | 0.14% | +114+4.9% | Added |
| Traynor Capital Management, Inc. | 2,457 | $311.0K | 0.01% | −172−6.5% | Reduced |
| Krilogy Financial LLC | 2,457 | $311.0K | 0.01% | −7−0.3% | Reduced |
| Brevan Howard Capital Management LP | 2,460 | $311.4K | 0.00% | +2,460 | New |
| Sunpointe, LLC | 2,463 | $311.8K | 0.09% | −19−0.8% | Reduced |
| Tred Avon Family Wealth, LLC | 2,466 | $312.1K | 0.10% | +300+13.9% | Added |
| Wealth Quarterback LLC | 2,466 | $312.1K | 0.10% | −200−7.5% | Reduced |
| Hilton Head Capital Partners, LLC | 2,466 | $312.1K | 0.16% | −32−1.3% | Reduced |
| Apriem Advisors | 2,466 | $312.1K | 0.03% | +66+2.8% | Added |
| Landmark Wealth Management, LLC | 2,468 | $312.4K | 0.07% | +552+28.8% | Added |
| Cromwell Holdings LLC | 2,469 | $312.5K | 0.14% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,474 | $313.1K | 0.01% | +3+0.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,474 | $313.2K | 0.09% | +700+39.5% | Added |
| Clearwater Capital Advisors, LLC | 2,477 | $313.5K | 0.02% | +350+16.5% | Added |
| Range Advisory, LLC | 2,477 | $313.6K | 0.04% | −7−0.3% | Reduced |
| Dutch Asset Corp | 2,480 | $313.9K | 0.16% | +2,480 | New |
| Founders Grove Wealth Partners, LLC | 2,486 | $314.7K | 0.06% | +14+0.6% | Added |
| Banyan Capital Management, Inc. | 2,493 | $315.6K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,501 | $317.0K | 0.00% | −1,147−31.4% | Reduced |
| Schulz Wealth, LTD. | 2,505 | $317.1K | 0.16% | +2,505 | New |
| Good Steward Wealth Advisors,LLC | 2,509 | $317.6K | 0.19% | −94−3.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,511 | $317.8K | 0.08% | +3+0.1% | Added |
| Syntegra Private Wealth Group, LLC | 2,511 | $317.8K | 0.02% | −460−15.5% | Reduced |
| Strata Wealth Advisors, LLC | 2,518 | $318.7K | 0.08% | +134+5.6% | Added |
| Hamilton Point Investment Advisors, LLC | 2,531 | $320.4K | 0.05% | −10.0% | Reduced |
| Howard Wealth Management, LLC | 2,536 | $321.1K | 0.12% | +101+4.1% | Added |
| PSI Advisors, LLC | 2,538 | $321.3K | 0.07% | −45−1.7% | Reduced |
| 55 North Private Wealth, LLC | 2,541 | $321.6K | 0.06% | +609+31.5% | Added |
| CFO4Life Group, LLC | 2,546 | $322.2K | 0.04% | −27−1.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,546 | $322.3K | 0.06% | +4+0.2% | Added |
| Van Cleef Asset Management,Inc | 2,549 | $322.7K | 0.03% | +300+13.3% | Added |
| Sigma Investment Counselors Inc | 2,550 | $322.8K | 0.02% | +280+12.3% | Added |
| Lazari Capital Management, Inc. | 2,550 | $322.8K | 0.10% | +33+1.3% | Added |
| L & S Advisors Inc | 2,557 | $323.7K | 0.03% | −83,342−97.0% | Reduced |
| Terril Brothers, Inc. | 2,564 | $324.6K | 0.08% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,565 | $324.8K | 0.06% | +7+0.3% | Added |
| Riverbend Wealth Management, LLC | 2,567 | $324.9K | 0.17% | +105+4.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,573 | $325.7K | 0.13% | +10.0% | Added |
| Frisch Financial Group, Inc. | 2,575 | $325.9K | 0.06% | +626+32.1% | Added |
| J. M. Brown & Associates Inc. | 2,575 | $326.0K | 0.19% | +2,575 | New |
| Werba Rubin Papier Wealth Management | 2,576 | $326.1K | 0.04% | +441+20.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,584 | $327.1K | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,590 | $327.8K | 0.02% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 2,592 | $328.0K | 0.15% | +99+4.0% | Added |
| Citizens National Bank Trust Department | 2,592 | $328.1K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 2,598 | $328.9K | 0.03% | +280+12.1% | Added |
| Grandfield & Dodd, LLC | 2,601 | $329.2K | 0.02% | +116+4.7% | Added |
| Muirfield Wealth Advisors LLC | 2,608 | $330.1K | 0.22% | −237−8.3% | Reduced |
| Carl P. Sherr & Co., LLC | 2,611 | $330.5K | 0.14% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,612 | $330.6K | 0.22% | 00.0% | Unchanged |