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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 8,344 | $1.06M | 0.07% | +336+4.2% | Added |
| CacheTech Inc. | 8,315 | $1.05M | 0.17% | +2,384+40.2% | Added |
| City National Bank of Florida | 8,271 | $1.05M | 0.44% | +1,672+25.3% | Added |
| Reaves W H & Co Inc | 8,264 | $1.05M | 0.02% | −13−0.2% | Reduced |
| Violich Capital Management, Inc. | 8,208 | $1.04M | 0.11% | −500−5.7% | Reduced |
| Rehmann Capital Advisory Group | 8,185 | $1.04M | 0.05% | +52+0.6% | Added |
| Sumitomo Life Insurance Co | 8,183 | $1.04M | 0.02% | −457−5.3% | Reduced |
| Persium Advisors, LLC | 8,174 | $1.03M | 0.67% | +842+11.5% | Added |
| Aprio Wealth Management, LLC | 8,130 | $1.03M | 0.05% | −57−0.7% | Reduced |
| Harbour Trust & Investment Management Co | 8,100 | $1.03M | 0.10% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 8,069 | $1.02M | 0.08% | +628+8.4% | Added |
| Albion Financial Group | 8,048 | $1.02M | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 8,025 | $1.02M | 0.04% | +775+10.7% | Added |
| Alessandra Capital Management, LLC | 8,006 | $1.01M | 0.72% | −133−1.6% | Reduced |
| Marble Wealth, LLC | 7,987 | $1.01M | 0.15% | +79+1.0% | Added |
| 111 Capital | 7,983 | $1.01M | 0.17% | +7,983 | New |
| Archford Capital Strategies, LLC | 7,979 | $1.01M | 0.10% | +137+1.7% | Added |
| Wulff, Hansen & Co. | 7,950 | $1.01M | 0.77% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7,943 | $1.01M | 0.01% | +16+0.2% | Added |
| Catalyst Financial Partners LLC | 7,920 | $1.00M | 0.10% | −1,380−14.8% | Reduced |
| Neville Rodie & Shaw Inc | 7,915 | $1.00M | 0.06% | −600−7.0% | Reduced |
| DB&C Advisors, LLC | 7,914 | $1.00M | 1.08% | +35+0.4% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $998.5K | 0.04% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 7,862 | $995.2K | 0.04% | −123−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,873 | $994.9K | 0.05% | −296−3.6% | Reduced |
| LongView Wealth Management | 7,828 | $990.9K | 0.25% | +18+0.2% | Added |
| SNS Financial Group, LLC | 7,827 | $990.7K | 0.02% | +7,827 | New |
| Whittier Trust Co of Nevada Inc | 7,701 | $987.4K | 0.02% | +166+2.2% | Added |
| Fiduciary Group LLC | 7,767 | $983.1K | 0.08% | −179−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,764 | $982.8K | 0.04% | +9+0.1% | Added |
| NewEdge Wealth, LLC | 7,736 | $979.2K | 0.01% | +1,287+20.0% | Added |
| Fiduciary Trust Co | 7,727 | $978.1K | 0.01% | −2,695−25.9% | Reduced |
| Strategic Investment Advisors | 7,712 | $976.1K | 0.06% | −1,126−12.7% | Reduced |
| Sawyer & Company, Inc | 7,667 | $970.5K | 0.33% | −235−3.0% | Reduced |
| Blue Rock Wealth Management LLC | 7,641 | $967.2K | 0.54% | +101+1.3% | Added |
| Angeles Wealth Management, LLC | 7,617 | $964.2K | 0.04% | +85+1.1% | Added |
| SCP Investment, LP | 7,600 | $962.0K | 0.89% | +7,600 | New |
| Legacy Financial Advisors, Inc. | 7,567 | $957.9K | 0.12% | +174+2.4% | Added |
| Community Bank of Raymore | 7,565 | $957.6K | 0.56% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,557 | $956.6K | 0.35% | +25+0.3% | Added |
| HORAN Wealth, LLC | 7,531 | $953.3K | 0.12% | +289+4.0% | Added |
| Integras Partners LLC | 7,512 | $950.9K | 0.52% | +7,512 | New |
| Gradient Investments LLC | 7,504 | $949.9K | 0.01% | +237+3.3% | Added |
| OneAscent Financial Services LLC | 7,493 | $948.5K | 0.05% | −1,510−16.8% | Reduced |
| HM Payson & Co | 7,469 | $945.4K | 0.01% | −522−6.5% | Reduced |
| Lantz Financial LLC | 7,442 | $942.0K | 0.17% | +288+4.0% | Added |
| Kovack Advisors, Inc. | 7,463 | $940.5K | 0.05% | −7,947−51.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 7,429 | $940.4K | 0.25% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,422 | $939.5K | 0.00% | −3,453−31.8% | Reduced |
| Stockman Wealth Management, Inc. | 7,355 | $931.0K | 0.10% | +24+0.3% | Added |
| Kapstone Financial Advisors LLC | 7,339 | $929.0K | 0.39% | −16−0.2% | Reduced |
| Powers Advisory Group, LLC | 7,308 | $925.0K | 0.29% | −5−0.1% | Reduced |
| Cigna Investments Inc | 7,300 | $924.0K | 0.12% | −46−0.6% | Reduced |
| Ancora Advisors, LLC | 7,280 | $921.5K | 0.02% | −1,512−17.2% | Reduced |
| Gratus Wealth Advisors, LLC | 7,279 | $921.3K | 0.12% | −123−1.7% | Reduced |
| Schmidt P J Investment Management Inc | 7,263 | $919.4K | 0.14% | −200−2.7% | Reduced |
| BCS Wealth Management | 7,260 | $919.0K | 0.17% | −74−1.0% | Reduced |
| Venture Visionary Partners LLC | 7,244 | $917.0K | 0.03% | +586+8.8% | Added |
| Soltis Investment Advisors LLC | 7,233 | $915.5K | 0.05% | +459+6.8% | Added |
| CX Institutional | 7,220 | $914.0K | 0.03% | −1,552−17.7% | Reduced |
| Baldwin Investment Management, LLC | 7,218 | $913.7K | 0.09% | −104−1.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 7,200 | $911.4K | 0.14% | −669−8.5% | Reduced |
| Northstar Financial Companies, Inc. | 7,187 | $909.7K | 0.61% | +1,043+17.0% | Added |
| West Family Investments, Inc. | 7,168 | $907.3K | 0.26% | +81+1.1% | Added |
| V-Square Quantitative Management LLC | 7,160 | $906.3K | 0.09% | +317+4.6% | Added |
| Monument Capital Management | 7,137 | $903.4K | 0.18% | +1,285+22.0% | Added |
| Madden Securities Corp | 7,121 | $901.4K | 0.25% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,079 | $896.1K | 0.12% | −130−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 7,052 | $892.7K | 0.11% | +1,299+22.6% | Added |
| AdvisorNet Financial, Inc | 7,038 | $890.9K | 0.04% | +455+6.9% | Added |
| Smith Thornton Advisors LLC | 7,000 | $888.0K | 0.39% | +238+3.5% | Added |
| Archer Investment Corp | 7,009 | $887.2K | 0.17% | +10+0.1% | Added |
| Howard Capital Management Inc. | 6,978 | $883.3K | 0.01% | +3,077+78.9% | Added |
| Park Edge Advisors, LLC | 6,968 | $882.0K | 0.19% | +3,710+113.9% | Added |
| LVM Capital Management Ltd | 6,941 | $879.0K | 0.07% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 6,927 | $876.8K | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,916 | $875.4K | 0.16% | +501+7.8% | Added |
| XY Planning Network, Inc. | 6,905 | $874.1K | 0.11% | +397+6.1% | Added |
| Roundview Capital LLC | 6,901 | $873.5K | 0.05% | +1,182+20.7% | Added |
| Mechanics Financial Corp | 6,894 | $872.6K | 0.31% | +290+4.4% | Added |
| Capital Square, LLC | 6,942 | $871.2K | 0.38% | +36+0.5% | Added |
| Manchester Capital Management LLC | 6,868 | $869.4K | 0.11% | −4−0.1% | Reduced |
| Clarion Wealth Managment Partners, LLC | 6,864 | $868.8K | 0.70% | −74−1.1% | Reduced |
| BIP Wealth, LLC | 6,858 | $868.1K | 0.02% | +358+5.5% | Added |
| Flputnam Investment Management Co | 6,857 | $867.9K | 0.01% | −27−0.4% | Reduced |
| GW Henssler & Associates Ltd | 6,830 | $864.6K | 0.04% | −22−0.3% | Reduced |
| Fortem Financial Group, LLC | 6,829 | $864.4K | 0.18% | +1,159+20.4% | Added |
| International Assets Investment Management, LLC | 6,867 | $863.7K | 0.05% | −1,174−14.6% | Reduced |
| Marex Group plc | 6,796 | $860.2K | 0.01% | +6,796 | New |
| Crescent Sterling, Ltd. | 6,771 | $857.1K | 0.77% | +608+9.9% | Added |
| Core Capital Management & Research, inc. | 7,146 | $856.5K | 0.45% | +7,146 | New |
| MCF Advisors LLC | 6,762 | $855.9K | 0.03% | +456+7.2% | Added |
| Miramontes Capital, LLC | 6,754 | $854.9K | 0.27% | −124−1.8% | Reduced |
| Stephenson National Bank & Trust | 6,746 | $853.9K | 0.22% | +842+14.3% | Added |
| Adirondack Trust Co | 6,720 | $850.6K | 0.25% | +1,934+40.4% | Added |
| Corsicana & Co. | 6,703 | $848.5K | 0.41% | +703+11.7% | Added |
| Carret Asset Management, LLC | 6,688 | $846.6K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,683 | $845.9K | 0.02% | −289−4.1% | Reduced |
| Whittier Trust Co | 6,703 | $844.4K | 0.01% | −184−2.7% | Reduced |
| Washington Trust Co | 6,662 | $843.3K | 0.03% | 00.0% | Unchanged |