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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 13,119 | $1.66M | 0.02% | −214−1.6% | Reduced |
| Welch Group, LLC | 13,082 | $1.66M | 0.06% | +275+2.1% | Added |
| TCW Group Inc | 13,081 | $1.66M | 0.01% | +229+1.8% | Added |
| Concord Asset Management, LLC | 13,080 | $1.66M | 0.26% | +109+0.8% | Added |
| Safe Harbor Fiduciary, LLC | 13,078 | $1.66M | 1.29% | +449+3.6% | Added |
| Gibson Wealth Advisors LLC | 13,000 | $1.65M | 1.03% | −2,000−13.3% | Reduced |
| Armor Investment Advisors, LLC | 12,981 | $1.64M | 0.53% | −652−4.8% | Reduced |
| Orca Wealth Management, LLC | 12,909 | $1.63M | 0.98% | −25−0.2% | Reduced |
| Parallel Advisors, LLC | 12,905 | $1.63M | 0.02% | +473+3.8% | Added |
| Kennondale Capital Management LLC | 12,865 | $1.63M | 1.09% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 12,856 | $1.63M | 0.79% | −60.0% | Reduced |
| Novare Capital Management LLC | 12,823 | $1.62M | 0.12% | −255−1.9% | Reduced |
| Aaron Wealth Advisors | 12,793 | $1.62M | 0.08% | +2,455+23.7% | Added |
| Premier Fund Managers Ltd | 12,500 | $1.60M | 0.15% | 00.0% | Unchanged |
| Doliver Advisors, LP | 12,648 | $1.60M | 0.36% | +551+4.6% | Added |
| Arbor Investment Advisors, LLC | 12,647 | $1.60M | 0.18% | +6,732+113.8% | Added |
| Diversified Trust Co | 12,644 | $1.60M | 0.03% | +462+3.8% | Added |
| Columbia Asset Management | 12,624 | $1.60M | 0.28% | −520−4.0% | Reduced |
| ZWJ Investment Counsel Inc | 12,593 | $1.59M | 0.05% | +104+0.8% | Added |
| Keystone Financial Group | 12,585 | $1.59M | 0.09% | +682+5.7% | Added |
| Focus Financial Network, Inc. | 12,562 | $1.59M | 0.05% | −720−5.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,547 | $1.59M | 0.71% | +588+4.9% | Added |
| Syon Capital LLC | 12,526 | $1.59M | 0.07% | +1,972+18.7% | Added |
| MTM Investment Management, LLC | 12,516 | $1.58M | 0.45% | −120−0.9% | Reduced |
| Change Path, LLC | 12,484 | $1.58M | 0.03% | −609−4.7% | Reduced |
| Everhart Financial Group, Inc. | 12,468 | $1.58M | 0.10% | −58−0.5% | Reduced |
| NovaPoint Capital, LLC | 12,467 | $1.58M | 0.33% | +733+6.2% | Added |
| First National Trust Co | 12,440 | $1.57M | 0.05% | −2,934−19.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 12,440 | $1.57M | 0.02% | −256−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 12,422 | $1.57M | 0.03% | +496+4.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,391 | $1.57M | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 12,407 | $1.57M | 0.05% | +146+1.2% | Added |
| Allen Capital Group, LLC | 12,386 | $1.57M | 0.13% | −164−1.3% | Reduced |
| HBK Sorce Advisory LLC | 12,668 | $1.56M | 0.03% | +1,570+14.1% | Added |
| Frank, Rimerman Advisors LLC | 12,333 | $1.56M | 0.09% | +4,061+49.1% | Added |
| Pullen Investment Management, LLC | 12,307 | $1.56M | 0.72% | +176+1.5% | Added |
| Buckingham Strategic Partners | 12,304 | $1.56M | 0.01% | +4,073+49.5% | Added |
| Norway Savings Bank | 12,266 | $1.55M | 0.65% | −115−0.9% | Reduced |
| Souders Financial Advisors | 12,253 | $1.55M | 0.16% | −226−1.8% | Reduced |
| TownSquare Capital, LLC | 12,220 | $1.55M | 0.28% | +550+4.7% | Added |
| MBL Wealth, LLC | 12,184 | $1.54M | 0.11% | +259+2.2% | Added |
| Claro Advisors LLC | 12,181 | $1.54M | 0.16% | +135+1.1% | Added |
| Excalibur Management Corp | 12,143 | $1.54M | 0.51% | +75+0.6% | Added |
| King Luther Capital Management Corp | 12,103 | $1.53M | 0.01% | −653−5.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,091 | $1.53M | 0.11% | −60−0.5% | Reduced |
| Danske Bank A/S | 12,087 | $1.53M | 0.00% | +2,700+28.8% | Added |
| Beech Hill Advisors, Inc. | 12,013 | $1.52M | 0.67% | +373+3.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 11,998 | $1.52M | 0.31% | +382+3.3% | Added |
| Advisortrust Partners, LLC | 11,998 | $1.52M | 0.52% | +985+8.9% | Added |
| RFG Advisory, LLC | 11,978 | $1.52M | 0.02% | +390+3.4% | Added |
| Man Group plc | 11,973 | $1.52M | 0.00% | −2,528−17.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,958 | $1.51M | 0.15% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 11,961 | $1.51M | 0.11% | +3,462+40.7% | Added |
| Cascades Capital Asset Management, LLC | 11,920 | $1.51M | 0.56% | +2,414+25.4% | Added |
| Retirement Guys Formula LLC | 11,905 | $1.51M | 0.57% | +744+6.7% | Added |
| Alpha Omega Wealth Management LLC | 11,877 | $1.50M | 0.23% | −14−0.1% | Reduced |
| Earnest Partners LLC | 11,872 | $1.50M | 0.01% | −277−2.3% | Reduced |
| LVW Advisors, LLC | 11,871 | $1.50M | 0.13% | +163+1.4% | Added |
| Mystic Asset Management, Inc. | 11,819 | $1.50M | 0.32% | −12−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 11,786 | $1.49M | 0.01% | +394+3.5% | Added |
| 1st Source Bank | 11,756 | $1.49M | 0.07% | −347−2.9% | Reduced |
| LifePlan Financial, LLC | 11,736 | $1.49M | 1.04% | +90+0.8% | Added |
| Burkett Financial Services, LLC | 11,683 | $1.48M | 0.46% | −462−3.8% | Reduced |
| Clough Capital Partners L P | 11,662 | $1.48M | 0.12% | −48,860−80.7% | Reduced |
| Chesley Taft & Associates LLC | 11,633 | $1.47M | 0.06% | +332+2.9% | Added |
| Segment Wealth Management, LLC | 11,622 | $1.47M | 0.08% | +764+7.0% | Added |
| Drucker Wealth 3.0, LLC | 11,605 | $1.47M | 0.23% | −157−1.3% | Reduced |
| Ausdal Financial Partners, Inc. | 11,600 | $1.47M | 0.06% | +19+0.2% | Added |
| Balboa Wealth Partners | 11,590 | $1.47M | 0.20% | −1,482−11.3% | Reduced |
| Heritage Investors Management Corp | 11,593 | $1.47M | 0.04% | −119−1.0% | Reduced |
| MainStreet Investment Advisors LLC | 11,573 | $1.46M | 0.20% | +1,114+10.7% | Added |
| Independent Financial Group, LLC | 11,565 | $1.46M | 0.03% | +146+1.3% | Added |
| Bellecapital International Ltd. | 11,553 | $1.46M | 0.23% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 11,547 | $1.46M | 0.39% | +1,347+13.2% | Added |
| Invesco, LLC | 11,492 | $1.45M | 0.45% | +580+5.3% | Added |
| Ethos Financial Group, LLC | 11,427 | $1.45M | 0.10% | −3,107−21.4% | Reduced |
| Rollins Financial Advisors, LLC | 11,427 | $1.45M | 0.19% | +2,045+21.8% | Added |
| LCNB Corp | 11,397 | $1.44M | 0.44% | −75−0.7% | Reduced |
| Crestwood Advisors Group LLC | 11,357 | $1.44M | 0.02% | +2,082+22.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 11,200 | $1.44M | 0.05% | 00.0% | Unchanged |
| Trust Investment Advisors | 11,349 | $1.44M | 0.69% | +40.0% | Added |
| Reuter James Wealth Management, LLC | 11,314 | $1.43M | 0.19% | +732+6.9% | Added |
| LMG Wealth Partners, LLC | 11,293 | $1.43M | 0.23% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11,291 | $1.43M | 0.20% | +1,575+16.2% | Added |
| Widmann Financial Services, Inc. | 11,249 | $1.42M | 0.76% | −149−1.3% | Reduced |
| Elyxium Wealth, LLC | 11,204 | $1.42M | 0.15% | +11,204 | New |
| Outfitter Financial LLC | 11,190 | $1.42M | 0.99% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,187 | $1.42M | 0.19% | −1,796−13.8% | Reduced |
| Greenfield Savings Bank | 11,152 | $1.41M | 0.54% | −80−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 11,103 | $1.41M | 0.02% | −107−1.0% | Reduced |
| Mechanics Bank Trust Department | 11,062 | $1.40M | 0.17% | −1,540−12.2% | Reduced |
| Allen Wealth Management, LLC | 10,879 | $1.38M | 0.67% | −673−5.8% | Reduced |
| RIA Advisory Group LLC | 10,834 | $1.37M | 0.30% | +798+8.0% | Added |
| Fortress Private Ledger, LLC | 10,831 | $1.37M | 0.37% | +53+0.5% | Added |
| CFS Investment Advisory Services, LLC | 10,565 | $1.37M | 0.09% | +7+0.1% | Added |
| Larson Financial Group LLC | 10,705 | $1.36M | 0.04% | +1,215+12.8% | Added |
| Cherokee Insurance Co | 10,700 | $1.35M | 0.52% | 00.0% | Unchanged |
| Roxbury Financial LLC | 10,683 | $1.35M | 1.07% | +106+1.0% | Added |
| Eagle Global Advisors LLC | 10,650 | $1.35M | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,652 | $1.35M | 0.30% | +10,652 | New |