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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 2,991 | $378.6K | 0.06% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,993 | $378.9K | 0.17% | −50−1.6% | Reduced |
| Tempo Wealth, LLC | 2,994 | $379.0K | 0.06% | +1,370+84.4% | Added |
| Inscription Capital, LLC | 2,995 | $379.1K | 0.03% | +286+10.6% | Added |
| Means Investment Co., Inc. | 2,997 | $379.4K | 0.03% | +12+0.4% | Added |
| Alta Advisers Ltd | 3,000 | $379.7K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $379.7K | 0.09% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 3,001 | $379.9K | 0.04% | +3,001 | New |
| Resurgent Financial Advisors LLC | 3,003 | $380.1K | 0.11% | −159−5.0% | Reduced |
| Magnolia Capital Advisors LLC | 3,005 | $380.3K | 0.07% | −308−9.3% | Reduced |
| Novem Group | 3,005 | $380.4K | 0.04% | −51−1.7% | Reduced |
| Steel Peak Wealth Management LLC | 3,011 | $381.2K | 0.01% | −39−1.3% | Reduced |
| Leigh Baldwin & Co., LLC | 3,012 | $381.3K | 0.21% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,013 | $381.4K | 0.06% | −39−1.3% | Reduced |
| Chesapeake Wealth Management | 3,017 | $381.9K | 0.11% | +1,040+52.6% | Added |
| Patriot Investment Management Inc. | 3,026 | $383.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,036 | $384.0K | 0.05% | +3,036 | New |
| Texas Bank & Trust Co | 3,038 | $384.6K | 0.13% | +40+1.3% | Added |
| Exchange Bank | 3,045 | $385.4K | 0.24% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,050 | $386.0K | 0.02% | +1,202+65.0% | Added |
| FLC Capital Advisors | 3,055 | $386.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,056 | $386.8K | 0.10% | −315−9.3% | Reduced |
| Waycross Partners, LLC | 3,061 | $387.5K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,062 | $387.6K | 0.02% | +99+3.3% | Added |
| Xcel Wealth Management, LLC | 3,066 | $388.1K | 0.09% | −544−15.1% | Reduced |
| Defiance ETFs, LLC | 3,095 | $389.3K | 0.01% | +528+20.6% | Added |
| West Paces Advisors Inc. | 3,088 | $390.9K | 0.07% | −67−2.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,092 | $391.4K | 0.06% | −80−2.5% | Reduced |
| Prostatis Group LLC | 3,094 | $391.6K | 0.09% | +101+3.4% | Added |
| JB Capital LLC | 3,097 | $392.0K | 0.01% | +16+0.5% | Added |
| Cascade Investment Group, Inc. | 3,099 | $392.3K | 0.22% | +36+1.2% | Added |
| Rosenberg Matthew Hamilton | 3,100 | $392.4K | 0.07% | +414+15.4% | Added |
| Virtue Capital Management, LLC | 3,106 | $393.2K | 0.05% | −342−9.9% | Reduced |
| Victory Financial Group, LLC | 3,108 | $393.4K | 0.04% | +747+31.6% | Added |
| Charles Schwab Trust Co | 3,111 | $393.8K | 0.02% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 3,116 | $394.0K | 0.04% | +3,116 | New |
| Opal Wealth Advisors, LLC | 3,118 | $394.6K | 0.09% | −62−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 3,137 | $397.1K | 0.19% | −204−6.1% | Reduced |
| Portfolio Design Labs, LLC | 3,143 | $397.8K | 0.07% | +17+0.5% | Added |
| Ridge Creek Global, Inc | 3,148 | $398.5K | 0.31% | −45−1.4% | Reduced |
| Griffin Asset Management, Inc. | 3,156 | $399.5K | 0.04% | +12+0.4% | Added |
| Lionhunter Capital Management, LLC | 3,173 | $401.6K | 0.18% | +3,173 | New |
| Searle & Co. | 3,186 | $403.3K | 0.09% | 00.0% | Unchanged |
| Bank of Hawaii | 3,206 | $405.8K | 0.02% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,221 | $407.7K | 0.03% | −300−8.5% | Reduced |
| McGowan Group Asset Management, Inc. | 3,229 | $408.8K | 0.05% | +69+2.2% | Added |
| Baker Boyer National Bank | 3,233 | $409.2K | 0.11% | −126−3.8% | Reduced |
| Fairvoy Private Wealth, LLC | 3,236 | $409.6K | 0.08% | +53+1.7% | Added |
| Elmwood Wealth Management, Inc. | 3,238 | $409.9K | 0.10% | +509+18.7% | Added |
| CWS Financial Advisors, LLC | 3,240 | $410.1K | 0.09% | +85+2.7% | Added |
| Timonier Family Office, LTD. | 3,242 | $410.4K | 0.12% | +3,242 | New |
| Pine Harbor Wealth Management, LLC | 3,245 | $410.7K | 0.11% | +2+0.1% | Added |
| Cladis Investment Advisory, LLC | 3,247 | $411.0K | 0.19% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 3,260 | $412.6K | 0.21% | +68+2.1% | Added |
| Clifford Swan Investment Counsel LLC | 3,274 | $414.4K | 0.01% | −4−0.1% | Reduced |
| Conning Inc. | 3,286 | $415.9K | 0.01% | −12−0.4% | Reduced |
| Beacon Investment Advisors LLC | 3,291 | $416.6K | 0.13% | +16+0.5% | Added |
| Facet Wealth, Inc. | 3,297 | $417.3K | 0.01% | +793+31.7% | Added |
| Excelsior Advisor Network LLC | 3,299 | $417.5K | 0.06% | +630+23.6% | Added |
| Green Square Capital Advisors LLC | 3,300 | $417.7K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 3,303 | $418.1K | 0.09% | −469−12.4% | Reduced |
| Hobbs Group Advisors, LLC | 3,306 | $418.5K | 0.11% | +3+0.1% | Added |
| TRB Wealth Management, LLC | 3,309 | $418.9K | 0.06% | +125+3.9% | Added |
| First Heartland Consultants, Inc. | 3,312 | $419.3K | 0.03% | −240−6.8% | Reduced |
| Ponta Wealth Partners, LLC | 3,313 | $419.4K | 0.22% | +1,272+62.3% | Added |
| Mattern Wealth Management LLC | 3,318 | $420.0K | 0.07% | +1,538+86.4% | Added |
| Capital Advisors Wealth Management, LLC | 3,319 | $420.1K | 0.05% | −79−2.3% | Reduced |
| First Business Financial Services, Inc. | 3,321 | $420.4K | 0.03% | +248+8.1% | Added |
| Moss Adams Wealth Advisors LLC | 3,329 | $421.4K | 0.03% | +119+3.7% | Added |
| Grove Bank & Trust | 3,342 | $423.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,348 | $423.8K | 0.02% | +130+4.0% | Added |
| denkapparat Operations GmbH | 3,354 | $424.5K | 0.14% | +3,354 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,361 | $425.5K | 0.01% | −167−4.7% | Reduced |
| Shah Wealth Advisors, LLC | 3,367 | $426.3K | 0.10% | +3,367 | New |
| Drive Wealth Management, LLC | 3,369 | $426.4K | 0.08% | −13−0.4% | Reduced |
| Approach Retirement Advisors, LLC | 3,369 | $426.5K | 0.31% | +190+6.0% | Added |
| Davis R M Inc | 3,373 | $427.0K | 0.01% | −55−1.6% | Reduced |
| Campion Asset Management LLC | 3,376 | $427.3K | 0.26% | −64−1.9% | Reduced |
| NCM Capital Management, LLC | 3,383 | $428.2K | 0.13% | −100−2.9% | Reduced |
| Revolve Wealth Partners, LLC | 3,389 | $429.0K | 0.04% | +252+8.0% | Added |
| Cooper Financial Group | 3,392 | $429.3K | 0.04% | +185+5.8% | Added |
| OMC Financial Services LTD | 3,395 | $429.7K | 0.14% | +4+0.1% | Added |
| Cambria Investment Management, L.P. | 3,399 | $430.2K | 0.02% | +216+6.8% | Added |
| Foster & Motley Inc | 3,405 | $431.0K | 0.02% | +1,667+95.9% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,458 | $431.2K | 0.24% | +10+0.3% | Added |
| Prelude Capital Management, LLC | 3,410 | $431.6K | 0.03% | +1,294+61.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,411 | $431.8K | 0.03% | −239−6.5% | Reduced |
| Secure Asset Management, LLC | 3,414 | $432.2K | 0.06% | −424−11.0% | Reduced |
| Sawgrass Asset Management LLC | 3,422 | $433.2K | 0.06% | −557−14.0% | Reduced |
| Fiduciary Financial Group, LLC | 3,427 | $433.8K | 0.05% | +256+8.1% | Added |
| United Advisor Group, LLC | 3,428 | $433.9K | 0.05% | +143+4.4% | Added |
| May Hill Capital, LLC | 3,430 | $434.1K | 0.09% | +257+8.1% | Added |
| Duncker Streett & Co Inc | 3,433 | $434.5K | 0.07% | 00.0% | Unchanged |
| Marotta Asset Management | 3,465 | $435.8K | 0.07% | +4+0.1% | Added |
| Barlow Wealth Partners, Inc. | 3,438 | $435.9K | 0.05% | +3,438 | New |
| Chapin Davis, Inc. | 3,446 | $436.2K | 0.08% | −4,564−57.0% | Reduced |
| Wright Investors Service Inc | 3,455 | $437.3K | 0.12% | −216−5.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,459 | $437.9K | 0.04% | +133+4.0% | Added |
| Asset Planning,Inc | 3,460 | $437.9K | 0.28% | +6+0.2% | Added |
| Aldebaran Financial Inc. | 3,460 | $438.0K | 0.36% | 00.0% | Unchanged |