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 |
|---|---|---|---|---|---|
| Winthrop Advisory Group LLC | 2,613 | $330.7K | 0.02% | +370+16.5% | Added |
| A4 Wealth Advisors LLC | 2,615 | $331.0K | 0.22% | +14+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,616 | $331.2K | 0.00% | +15+0.6% | Added |
| Kozak & Associates, Inc. | 2,634 | $331.3K | 0.06% | +7+0.3% | Added |
| Smith Asset Management Co., LLC | 2,619 | $331.5K | 0.26% | −35−1.3% | Reduced |
| Rossmore Private Capital | 2,622 | $331.9K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,622 | $331.9K | 0.30% | −354−11.9% | Reduced |
| Gerald Baker Financial Group LLC | 2,625 | $332.3K | 0.09% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,629 | $332.8K | 0.15% | +29+1.1% | Added |
| Sandro Wealth Management LLC | 2,629 | $332.8K | 0.24% | +17+0.7% | Added |
| Mainsail Asset Management, LLC | 2,665 | $333.1K | 0.13% | +364+15.8% | Added |
| Barnes Wealth Management Group, Inc | 2,632 | $333.2K | 0.15% | −13−0.5% | Reduced |
| AlTi Global, Inc. | 2,633 | $333.2K | 0.01% | +64+2.5% | Added |
| Choate Investment Advisors | 2,638 | $333.9K | 0.01% | −127−4.6% | Reduced |
| Centennial Bank | 2,640 | $334.2K | 0.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,641 | $334.3K | 0.03% | −380−12.6% | Reduced |
| CNB Bank | 2,641 | $334.3K | 0.13% | −220−7.7% | Reduced |
| Van Hulzen Asset Management, LLC | 2,644 | $334.6K | 0.02% | +2+0.1% | Added |
| Clearwave Capital, LLC | 2,655 | $336.1K | 0.19% | +53+2.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,664 | $337.3K | 0.06% | −1,146−30.1% | Reduced |
| GGM Financials LLC | 2,670 | $338.0K | 0.13% | +873+48.6% | Added |
| Mason & Associates, LLC | 2,672 | $338.2K | 0.07% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 2,675 | $338.6K | 0.28% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,676 | $338.7K | 0.02% | +150+5.9% | Added |
| Bestgate Wealth Advisors, LLC | 2,682 | $339.5K | 0.54% | −61−2.2% | Reduced |
| Cravens & Co Advisors, LLC | 2,683 | $339.6K | 0.23% | −120−4.3% | Reduced |
| Horizon Investment Services, LLC | 2,692 | $340.8K | 0.09% | +10.0% | Added |
| Smithfield Trust Co | 2,701 | $341.0K | 0.01% | −199−6.9% | Reduced |
| Legacy Trust | 2,697 | $341.4K | 0.06% | −201−6.9% | Reduced |
| Proficio Capital Partners LLC | 2,698 | $341.5K | 0.01% | +2,698 | New |
| SpringVest Wealth Management LLC | 2,699 | $341.6K | 0.21% | +8+0.3% | Added |
| Private Capital Management, LLC | 2,700 | $341.8K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,702 | $342.1K | 0.16% | −5−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,705 | $342.4K | 0.11% | −35−1.3% | Reduced |
| Atlantic Trust, LLC | 2,705 | $342.4K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,713 | $343.4K | 0.09% | 00.0% | Unchanged |
| William Allan, LLC | 2,717 | $343.9K | 0.17% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,718 | $344.0K | 0.08% | +10+0.4% | Added |
| Sound Income Strategies, LLC | 2,720 | $344.2K | 0.02% | −1,948−41.7% | Reduced |
| Collaborative Fund Advisors, LLC | 2,723 | $344.7K | 0.20% | +2,723 | New |
| Galvin, Gaustad & Stein, LLC | 2,730 | $345.6K | 0.03% | +872+46.9% | Added |
| Capital Asset Advisory Services LLC | 2,730 | $345.6K | 0.01% | +449+19.7% | Added |
| Connecticut Capital Management Group, LLC | 2,731 | $345.7K | 0.28% | −5−0.2% | Reduced |
| OneAscent Family Office, LLC | 2,733 | $345.9K | 0.17% | +514+23.2% | Added |
| Papp L Roy & Associates | 2,740 | $346.8K | 0.04% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,741 | $346.9K | 0.09% | +10.0% | Added |
| Treasure Coast Financial Planning | 2,744 | $347.3K | 0.17% | 00.0% | Unchanged |
| IFC Advisors LLC | 2,745 | $347.5K | 0.04% | +94+3.5% | Added |
| Wealthcare Capital Partners, LLC | 2,748 | $347.8K | 0.14% | −534−16.3% | Reduced |
| Centurion Wealth Management LLC | 2,759 | $349.2K | 0.08% | −188−6.4% | Reduced |
| 44 Wealth Management LLC | 2,768 | $350.4K | 0.12% | −399−12.6% | Reduced |
| Cpwa, LLC | 2,770 | $350.6K | 0.41% | +155+5.9% | Added |
| Rexford Capital Inc | 2,770 | $350.6K | 0.21% | +128+4.8% | Added |
| NorthStar Asset Management LLC | 2,775 | $351.3K | 0.14% | −223−7.4% | Reduced |
| Harmony Asset Management LLC | 2,777 | $351.6K | 0.09% | −304−9.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,778 | $351.6K | 0.03% | +27+1.0% | Added |
| Generation Capital Management LLC | 2,785 | $352.5K | 0.22% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,786 | $352.7K | 0.02% | −5,665−67.0% | Reduced |
| Alpine Bank Wealth Management | 2,788 | $352.9K | 0.05% | −10.0% | Reduced |
| First Citizens Financial Corp | 2,789 | $353.0K | 0.15% | 00.0% | Unchanged |
| First Foundation Advisors | 2,790 | $353.2K | 0.01% | +2,790 | New |
| Alliance Wealth Advisors, LLC | 2,791 | $353.3K | 0.14% | −668−19.3% | Reduced |
| Union Savings Bank | 2,794 | $353.7K | 0.14% | −9−0.3% | Reduced |
| Pioneer Trust Bank N A | 2,800 | $354.4K | 0.08% | +796+39.7% | Added |
| Goldstein Advisors, LLC | 2,801 | $354.6K | 0.03% | +584+26.3% | Added |
| BKM Wealth Management, LLC | 2,811 | $355.9K | 0.13% | −2−0.1% | Reduced |
| PlanVest Financial, Inc | 2,831 | $358.3K | 0.24% | −133−4.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,835 | $358.8K | 0.20% | −103−3.5% | Reduced |
| Oxford Financial Group Ltd | 2,835 | $358.9K | 0.02% | +6+0.2% | Added |
| Uniting Wealth Partners, LLC | 2,837 | $359.1K | 0.07% | +90+3.3% | Added |
| Richardson Financial Services Inc. | 2,844 | $360.0K | 0.20% | −58−2.0% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,845 | $360.1K | 0.28% | 00.0% | Unchanged |
| Southern Financial Group, LLC | 2,848 | $360.6K | 0.09% | −40−1.4% | Reduced |
| MWA Asset Management | 2,850 | $360.8K | 0.16% | −10−0.3% | Reduced |
| Holcombe Financial, Inc. | 2,853 | $361.1K | 0.20% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,858 | $361.8K | 0.08% | +396+16.1% | Added |
| Nalls Sherbakoff Group, LLC | 2,861 | $362.1K | 0.26% | −252−8.1% | Reduced |
| Sather Financial Group Inc | 2,862 | $362.3K | 0.02% | +20+0.7% | Added |
| AlphaGrep UK Ltd | 2,862 | $362.3K | 0.11% | +2,862 | New |
| Pflug Koory, LLC | 2,868 | $363.0K | 0.15% | +103+3.7% | Added |
| Van Strum & Towne Inc. | 2,875 | $363.9K | 0.10% | −66−2.2% | Reduced |
| Shayne & Co., LLC | 2,882 | $364.8K | 0.11% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,885 | $365.1K | 0.05% | −103−3.4% | Reduced |
| Ellis Investment Partners, LLC | 2,887 | $365.5K | 0.06% | +417+16.9% | Added |
| Market Street Wealth Management Advisors LLC | 2,900 | $367.1K | 0.05% | +28+1.0% | Added |
| Howard Financial Services, Ltd. | 2,901 | $367.2K | 0.04% | +2,901 | New |
| Invst, LLC | 2,902 | $367.3K | 0.04% | +105+3.8% | Added |
| SHP Wealth Management | 2,904 | $367.6K | 0.03% | +712+32.5% | Added |
| Leonteq Securities AG | 2,908 | $368.1K | 0.02% | −6,399−68.8% | Reduced |
| E Fund Management Co., Ltd. | 2,910 | $368.3K | 0.01% | −2,213−43.2% | Reduced |
| Benin Management CORP | 2,918 | $369.4K | 0.07% | −116−3.8% | Reduced |
| Cim Investment Mangement Inc | 2,934 | $371.4K | 0.09% | −267−8.3% | Reduced |
| Financial Symmetry Inc | 2,940 | $372.1K | 0.12% | +10.0% | Added |
| PCB Capital LLC | 2,952 | $373.6K | 0.45% | +85+3.0% | Added |
| Rossby Financial, LCC | 2,955 | $374.0K | 0.07% | +434+17.2% | Added |
| Keebeck Wealth Management, LLC | 2,968 | $375.7K | 0.04% | +1,039+53.9% | Added |
| Fagan Associates, Inc. | 2,970 | $375.9K | 0.05% | +53+1.8% | Added |
| Z3 Capital Partners, LLC | 2,979 | $377.0K | 0.08% | +2+0.1% | Added |
| Peachtree Investment Partners, LLC | 2,980 | $377.2K | 0.12% | +81+2.8% | Added |
| Boston Trust Walden Corp | 2,984 | $377.7K | 0.00% | 00.0% | Unchanged |