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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 10,628 | $1.35M | 0.21% | +10,628 | New |
| Corundum Group, Inc. | 10,621 | $1.34M | 0.40% | −146−1.4% | Reduced |
| Haverford Trust Co | 10,584 | $1.34M | 0.01% | −975−8.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,574 | $1.34M | 0.11% | −60−0.6% | Reduced |
| Belpointe Asset Management LLC | 10,570 | $1.34M | 0.04% | −340−3.1% | Reduced |
| Clearbridge Investments, LLC | 10,537 | $1.33M | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,535 | $1.33M | 0.01% | −209−1.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 10,524 | $1.33M | 0.99% | −36−0.3% | Reduced |
| Grimes & Company, Inc. | 10,521 | $1.33M | 0.03% | +816+8.4% | Added |
| Hayek Kallen Investment Management | 10,493 | $1.33M | 0.40% | +14+0.1% | Added |
| Fca Corp | 10,487 | $1.33M | 0.33% | +575+5.8% | Added |
| Western Wealth Management, LLC | 10,480 | $1.33M | 0.04% | +68+0.7% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 10,455 | $1.32M | 0.69% | −30.0% | Reduced |
| Simplicity Wealth,LLC | 10,453 | $1.32M | 0.04% | +2,872+37.9% | Added |
| Formidable Asset Management, LLC | 10,080 | $1.32M | 0.21% | −15−0.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 10,403 | $1.32M | 0.85% | −2,093−16.7% | Reduced |
| Winthrop Capital Management, LLC | 10,378 | $1.31M | 0.32% | +58+0.6% | Added |
| Whalerock Point Partners, LLC | 10,362 | $1.31M | 0.22% | −370−3.4% | Reduced |
| AA Financial Advisors, LLC | 10,357 | $1.31M | 0.16% | +780+8.1% | Added |
| Phillips Wealth Planners LLC | 10,219 | $1.31M | 0.97% | −1,023−9.1% | Reduced |
| National Asset Management, Inc. | 10,151 | $1.30M | 0.07% | +519+5.4% | Added |
| Moneta Group Investment Advisors LLC | 10,291 | $1.30M | 0.01% | +1,011+10.9% | Added |
| Insigneo Advisory Services, LLC | 10,289 | $1.30M | 0.05% | +239+2.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 10,271 | $1.30M | 0.21% | +2,837+38.2% | Added |
| Voya Financial Advisors, Inc. | 10,121 | $1.30M | 0.11% | −2,329−18.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,259 | $1.30M | 0.32% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 10,205 | $1.29M | 0.49% | +696+7.3% | Added |
| Harbor Investment Advisory, LLC | 10,195 | $1.29M | 0.09% | +602+6.3% | Added |
| Twin City Private Wealth, LLC | 10,119 | $1.28M | 0.90% | −2,802−21.7% | Reduced |
| Wills Financial Group LLC | 10,030 | $1.27M | 0.46% | +374+3.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,020 | $1.27M | 0.13% | −9,256−48.0% | Reduced |
| First County Bank | 9,980 | $1.26M | 0.59% | −649−6.1% | Reduced |
| Gables Capital Management Inc. | 9,954 | $1.26M | 0.46% | 00.0% | Unchanged |
| Bluebird Wealth Management LLC | 9,918 | $1.26M | 1.09% | −535−5.1% | Reduced |
| Chicago Trust Co NA | 9,865 | $1.25M | 0.18% | 00.0% | Unchanged |
| First Manhattan Co | 9,820 | $1.24M | 0.00% | −2,324−19.1% | Reduced |
| Trust Co of Virginia | 9,740 | $1.23M | 0.09% | −784−7.4% | Reduced |
| Integrity Alliance, LLC. | 9,723 | $1.23M | 0.04% | +1,271+15.0% | Added |
| Picton Mahoney Asset Management | 9,637 | $1.22M | 0.01% | +9,627+96,270.0% | Added |
| KCM Investment Advisors LLC | 9,611 | $1.22M | 0.04% | −371−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 9,606 | $1.22M | 0.07% | +1,527+18.9% | Added |
| Rithm Capital Corp. | 9,600 | $1.22M | 1.49% | +1,000+11.6% | Added |
| Atom Investors LP | 9,595 | $1.21M | 0.11% | +9,595 | New |
| First City Capital Management, Inc. | 9,558 | $1.21M | 0.59% | −29−0.3% | Reduced |
| Strategic Advisors LLC | 9,475 | $1.20M | 0.26% | −58,266−86.0% | Reduced |
| PeakShares LLC | 9,467 | $1.20M | 0.89% | +263+2.9% | Added |
| Elm Partners Management LLC | 9,463 | $1.20M | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,450 | $1.20M | 0.02% | +944+11.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,431 | $1.19M | 0.56% | +40.0% | Added |
| Pines Wealth Management, LLC | 9,409 | $1.19M | 0.34% | −10−0.1% | Reduced |
| Sculati Wealth Management, LLC | 9,508 | $1.19M | 0.40% | +7+0.1% | Added |
| Hilltop Holdings Inc. | 9,367 | $1.19M | 0.10% | −1,864−16.6% | Reduced |
| Nwam LLC | 9,359 | $1.18M | 0.06% | +4,548+94.5% | Added |
| Abacus Planning Group, Inc. | 9,339 | $1.18M | 0.15% | −17−0.2% | Reduced |
| JBR Co Financial Management Inc | 9,338 | $1.18M | 0.43% | +427+4.8% | Added |
| Field & Main Bank | 9,308 | $1.18M | 0.24% | +200+2.2% | Added |
| Sollinda Capital Management LLC | 9,268 | $1.17M | 0.25% | +352+3.9% | Added |
| Atlas Brown,Inc. | 9,245 | $1.17M | 0.31% | +13+0.1% | Added |
| Kavar Capital Partners Group, LLC | 9,238 | $1.17M | 0.14% | −198−2.1% | Reduced |
| Cidel Asset Management Inc | 9,227 | $1.17M | 0.06% | +1,981+27.3% | Added |
| Revisor Wealth Management LLC | 9,214 | $1.17M | 0.28% | −1,719−15.7% | Reduced |
| Huntleigh Advisors, Inc. | 9,163 | $1.16M | 0.16% | +514+5.9% | Added |
| Gateway Wealth Partners, LLC | 9,162 | $1.16M | 0.07% | −4,473−32.8% | Reduced |
| Peoples Financial Services Corp. | 9,156 | $1.16M | 0.50% | −43−0.5% | Reduced |
| Stableford Capital II LLC | 9,149 | $1.16M | 0.40% | +570+6.6% | Added |
| Dearborn Partners LLC | 9,081 | $1.15M | 0.07% | −22−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 9,078 | $1.15M | 0.07% | +89+1.0% | Added |
| St. Louis Trust Co | 5,207 | $1.15M | 0.31% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 9,071 | $1.15M | 0.04% | +571+6.7% | Added |
| Keynote Financial Services LLC | 9,054 | $1.15M | 0.54% | −100−1.1% | Reduced |
| Indivisible Partners | 9,049 | $1.15M | 0.06% | +1,304+16.8% | Added |
| EPG Wealth Management LLC | 9,041 | $1.14M | 0.27% | +2,522+38.7% | Added |
| Bank Ozk | 9,041 | $1.14M | 0.34% | −1,995−18.1% | Reduced |
| CoreCap Advisors, LLC | 8,994 | $1.14M | 0.03% | +193+2.2% | Added |
| EverSource Wealth Advisors, LLC | 8,942 | $1.13M | 0.04% | −2,461−21.6% | Reduced |
| Horizon Financial Services, LLC | 8,934 | $1.13M | 0.43% | +243+2.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,913 | $1.13M | 0.06% | +83+0.9% | Added |
| BCS Private Wealth Management, Inc. | 8,898 | $1.13M | 0.34% | −793−8.2% | Reduced |
| Croban | 8,887 | $1.12M | 0.50% | +368+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 8,880 | $1.12M | 0.14% | −5,217−37.0% | Reduced |
| Checchi Capital Advisers, LLC | 8,866 | $1.12M | 0.07% | +10.0% | Added |
| Ingalls & Snyder LLC | 8,865 | $1.12M | 0.03% | −46−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,858 | $1.12M | 0.02% | −453−4.9% | Reduced |
| Allred Capital Management, LLC | 8,820 | $1.12M | 0.37% | −37−0.4% | Reduced |
| First Dallas Securities Inc. | 8,808 | $1.11M | 0.37% | −19−0.2% | Reduced |
| Gryphon Financial Partners LLC | 8,787 | $1.11M | 0.10% | +1,478+20.2% | Added |
| Evermay Wealth Management LLC | 8,766 | $1.11M | 0.11% | −65−0.7% | Reduced |
| Themes Management Co LLC | 8,757 | $1.11M | 0.73% | +1,058+13.7% | Added |
| Nepsis, Inc. | 8,611 | $1.09M | 0.37% | −64−0.7% | Reduced |
| Brighton Jones LLC | 8,599 | $1.09M | 0.02% | +954+12.5% | Added |
| Cura Wealth Advisors, LLC | 8,588 | $1.09M | 0.46% | −25−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 8,559 | $1.08M | 0.29% | −133−1.5% | Reduced |
| Tortuga Wealth Management, Inc | 8,540 | $1.08M | 0.82% | +399+4.9% | Added |
| Nilsine Partners, LLC | 8,536 | $1.08M | 0.07% | +762+9.8% | Added |
| Aviance Capital Partners, LLC | 8,517 | $1.08M | 0.11% | +194+2.3% | Added |
| Avanza Fonder AB | 8,517 | $1.08M | 0.02% | +7,489+728.5% | Added |
| Chicago Capital, LLC | 8,488 | $1.07M | 0.03% | −600−6.6% | Reduced |
| Intrust Bank NA | 8,466 | $1.07M | 0.08% | +440+5.5% | Added |
| North Dallas Bank & Trust Co | 8,373 | $1.06M | 0.63% | +607+7.8% | Added |
| Stratos Wealth Advisors, LLC | 8,361 | $1.06M | 0.06% | +1,150+15.9% | Added |