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 |
|---|---|---|---|---|---|
| Paradigm Capital Management, LLC | 6,651 | $842.0K | 0.72% | −50−0.7% | Reduced |
| Journey Advisory Group, LLC | 6,643 | $840.9K | 0.06% | +82+1.2% | Added |
| Clarity Financial LLC | 6,642 | $840.7K | 0.07% | −151,068−95.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,640 | $840.5K | 0.18% | −68−1.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 6,623 | $838.4K | 0.45% | +80+1.2% | Added |
| Grant Private Wealth Management Inc | 6,606 | $836.2K | 0.35% | +375+6.0% | Added |
| Bowen Hanes & Co Inc | 6,343 | $830.6K | 0.02% | 00.0% | Unchanged |
| Challenger Wealth Management | 6,554 | $829.6K | 0.61% | −119−1.8% | Reduced |
| Avantax Planning Partners, Inc. | 6,521 | $825.4K | 0.02% | +20.0% | Added |
| Nations Financial Group Inc, | 6,478 | $820.0K | 0.04% | −98−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,475 | $819.6K | 0.04% | +308+5.0% | Added |
| Camelot Portfolios, LLC | 6,473 | $819.4K | 0.58% | +6,473 | New |
| Continuum Advisory, LLC | 6,445 | $815.8K | 0.07% | −4,891−43.1% | Reduced |
| Capital Advisors Inc | 6,438 | $814.9K | 0.01% | +180+2.9% | Added |
| John G Ullman & Associates Inc | 6,437 | $814.8K | 0.10% | +34+0.5% | Added |
| Cornerstone Advisory, LLC | 6,437 | $814.8K | 0.07% | +21+0.3% | Added |
| Essex Savings Bank | 6,436 | $814.7K | 0.18% | −1,379−17.6% | Reduced |
| Future Financial Wealth Managment LLC | 6,291 | $813.2K | 0.51% | −45−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 6,383 | $808.0K | 0.05% | +522+8.9% | Added |
| Diligent Investors, LLC | 6,380 | $807.6K | 0.18% | +71+1.1% | Added |
| Aspen Wealth Strategies, LLC | 6,370 | $806.3K | 0.39% | +318+5.3% | Added |
| CVFG LLC | 6,368 | $806.0K | 0.08% | −1,030−13.9% | Reduced |
| Joel Isaacson & Co., LLC | 6,366 | $805.8K | 0.02% | +4+0.1% | Added |
| Hills Bank & Trust Co | 6,364 | $805.6K | 0.03% | −358−5.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,358 | $804.8K | 0.64% | −169−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,356 | $804.6K | 0.03% | −379−5.6% | Reduced |
| Thrive Wealth Management, LLC | 6,349 | $803.6K | 0.10% | −1,810−22.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,340 | $802.5K | 0.54% | −7−0.1% | Reduced |
| WealthPoint Financial, LLC | 6,328 | $801.1K | 0.58% | −182−2.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,308 | $798.5K | 0.12% | +12+0.2% | Added |
| United Bank | 6,305 | $798.1K | 0.09% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 6,304 | $798.0K | 0.13% | +14+0.2% | Added |
| Zinnia Wealth Advisory, LLC | 6,304 | $797.9K | 0.81% | −972−13.4% | Reduced |
| Edgewood Management LLC | 6,302 | $797.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,275 | $794.3K | 0.05% | +14+0.2% | Added |
| Tannin Capital LLC | 6,215 | $786.7K | 0.52% | +181+3.0% | Added |
| McDaniel Terry & Co | 6,213 | $786.4K | 0.06% | +45+0.7% | Added |
| Camden Capital, LLC | 6,212 | $786.3K | 0.04% | +1,286+26.1% | Added |
| Keudell/Morrison Wealth Management | 6,201 | $784.9K | 0.15% | −155−2.4% | Reduced |
| Holistic Planning, LLC | 6,199 | $784.7K | 0.12% | +1,242+25.1% | Added |
| Financial Management Professionals, Inc. | 6,198 | $784.5K | 0.07% | +16+0.3% | Added |
| LMR Partners LLP | 6,195 | $784.2K | 0.01% | +6,195 | New |
| Gateway Investment Advisers LLC | 6,189 | $783.4K | 0.01% | −102−1.6% | Reduced |
| First Command Advisory Services, Inc. | 6,188 | $783.3K | 0.00% | −2,236−26.5% | Reduced |
| Bank of New Hampshire | 6,179 | $782.1K | 0.16% | −76−1.2% | Reduced |
| Quent Capital, LLC | 6,160 | $779.7K | 0.05% | +2,712+78.7% | Added |
| Bearing Point Capital, LLC | 6,151 | $778.6K | 0.11% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 6,132 | $776.2K | 0.63% | +618+11.2% | Added |
| Finivi Inc. | 6,121 | $774.9K | 0.40% | −286−4.5% | Reduced |
| Eastern Bank | 6,117 | $774.3K | 0.01% | +453+8.0% | Added |
| Moody National Bank Trust Division | 6,112 | $773.7K | 0.06% | −30.0% | Reduced |
| TrueWealth Advisors, LLC | 6,110 | $773.3K | 0.17% | +665+12.2% | Added |
| Caldwell Sutter Capital, Inc. | 6,068 | $768.1K | 0.29% | −63−1.0% | Reduced |
| Spinnaker Trust | 6,049 | $765.7K | 0.04% | +32+0.5% | Added |
| Wellington Shields & Co., LLC | 6,049 | $765.6K | 0.17% | +300+5.2% | Added |
| Mitchell Sinkler & Starr | 6,046 | $765.3K | 0.32% | −5−0.1% | Reduced |
| Parkside Financial Bank & Trust | 6,035 | $763.9K | 0.05% | −28−0.5% | Reduced |
| Northwest Bancshares, Inc. | 6,032 | $763.5K | 0.14% | −100−1.6% | Reduced |
| NWF Advisory Services Inc. | 6,023 | $762.4K | 0.07% | +30.0% | Added |
| Waters Parkerson & Co., LLC | 6,022 | $762.2K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 6,018 | $761.8K | 0.14% | −916−13.2% | Reduced |
| Venturi Wealth Management, LLC | 6,017 | $761.6K | 0.03% | +577+10.6% | Added |
| Cannon Financial Strategists, Inc. | 5,989 | $758.1K | 0.09% | −884−12.9% | Reduced |
| Silverlake Wealth Management LLC | 5,959 | $754.3K | 0.14% | +279+4.9% | Added |
| United Bank | 5,945 | $752.5K | 0.23% | −95−1.6% | Reduced |
| Trust Point Inc. | 5,938 | $751.6K | 0.06% | −413−6.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,935 | $751.3K | 0.04% | −270−4.4% | Reduced |
| 71 West Capital Partners | 5,933 | $751.0K | 0.03% | +2,465+71.1% | Added |
| Wealth Management Associates, Inc. | 5,933 | $751.0K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,929 | $750.5K | 0.11% | +706+13.5% | Added |
| JFS Wealth Advisors, LLC | 5,928 | $750.3K | 0.04% | +260+4.6% | Added |
| Radnor Capital Management, LLC | 5,926 | $750.1K | 0.11% | +1,300+28.1% | Added |
| Drake & Associates, LLC | 5,907 | $747.7K | 0.13% | −6,466−52.3% | Reduced |
| Finward Bancorp | 5,894 | $746.1K | 0.57% | −49−0.8% | Reduced |
| Cross Staff Investments Inc | 5,886 | $745.0K | 0.44% | −563−8.7% | Reduced |
| Hantz Financial Services, Inc. | 5,885 | $745.0K | 0.01% | +630+12.0% | Added |
| Golden State Wealth Management, LLC | 5,872 | $743.4K | 0.07% | +119+2.1% | Added |
| McMillan Office, Inc. | 5,865 | $742.4K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,860 | $741.8K | 0.01% | +3,254+124.9% | Added |
| Hodges Capital Management Inc. | 5,846 | $740.0K | 0.05% | +1,500+34.5% | Added |
| Goepper Burkhardt LLC | 5,832 | $738.2K | 0.22% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5,827 | $737.7K | 0.16% | +64+1.1% | Added |
| Almanack Investment Partners, LLC. | 5,827 | $737.6K | 0.09% | +1,838+46.1% | Added |
| Douglas Lane & Associates, LLC | 5,820 | $736.7K | 0.01% | +1,741+42.7% | Added |
| RDA Financial Network | 5,815 | $736.0K | 0.16% | −13,301−69.6% | Reduced |
| Sapient Capital LLC | 5,790 | $732.9K | 0.01% | −3,466−37.4% | Reduced |
| Rathbone Brothers plc | 5,786 | $732.4K | 0.00% | +5,786 | New |
| Register Financial Advisors LLC | 5,784 | $732.2K | 0.22% | −45−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 5,745 | $727.2K | 0.08% | +29+0.5% | Added |
| Baker Avenue Asset Management, LP | 5,744 | $727.1K | 0.01% | +2,094+57.4% | Added |
| VeraBank, N.A. | 5,738 | $726.3K | 0.12% | −1,166−16.9% | Reduced |
| Monetary Management Group Inc | 5,733 | $725.7K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,772 | $724.2K | 0.07% | +543+10.4% | Added |
| Evergreen Wealth Solutions, LLC | 5,803 | $722.4K | 0.04% | +2,556+78.7% | Added |
| Kuhn & Co Investment Counsel | 5,696 | $721.0K | 0.42% | +16+0.3% | Added |
| HighPoint Advisor Group LLC | 5,663 | $716.9K | 0.03% | +889+18.6% | Added |
| Bill Few Associates, Inc. | 5,657 | $716.1K | 0.15% | +510+9.9% | Added |
| Keel Point, LLC | 5,654 | $715.7K | 0.04% | −534−8.6% | Reduced |
| EntryPoint Capital, LLC | 5,636 | $713.4K | 0.17% | +5,636 | New |
| Avestar Capital, LLC | 5,632 | $712.9K | 0.04% | −229−3.9% | Reduced |