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
Q3 2026 data is still coming in: 6 institutions have reported holding DUK so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 5,630 | $712.6K | 0.24% | +77+1.4% | Added |
| Charter Trust Co | 5,628 | $712.4K | 0.04% | −20−0.4% | Reduced |
| BCGM Wealth Management, LLC | 5,624 | $711.9K | 0.15% | +261+4.9% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,587 | $707.3K | 0.55% | +706+14.5% | Added |
| WealthPlan Investment Management, LLC | 5,581 | $706.4K | 0.04% | +347+6.6% | Added |
| First Financial Bank - Trust Division | 5,579 | $706.2K | 0.05% | +249+4.7% | Added |
| Financial Security Advisor, Inc. | 5,575 | $705.7K | 0.11% | −909−14.0% | Reduced |
| SageView Advisory Group, LLC | 5,562 | $704.0K | 0.02% | −104−1.8% | Reduced |
| Palisade Capital Management LLC | 5,541 | $701.4K | 0.03% | +162+3.0% | Added |
| Palogic Value Management, L.P. | 5,537 | $700.9K | 0.25% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,532 | $700.2K | 0.08% | −28−0.5% | Reduced |
| E&G Advisors, LP | 5,509 | $697.3K | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,504 | $696.7K | 0.01% | −413−7.0% | Reduced |
| Kera Capital Partners, Inc. | 5,495 | $695.6K | 0.07% | +2,699+96.5% | Added |
| Paradigm Financial Partners, LLC | 5,491 | $695.0K | 0.06% | −780−12.4% | Reduced |
| Gsa Capital Partners LLP | 5,490 | $695.0K | 0.04% | +5,490 | New |
| CVA Family Office, LLC | 5,477 | $693.3K | 0.06% | +8+0.1% | Added |
| Decker Wealth Management LLC | 5,476 | $693.2K | 0.15% | 00.0% | Unchanged |
| Kassira Wealth Management LLC | 5,442 | $688.8K | 0.55% | +1,148+26.7% | Added |
| PCM Encore, LLC | 5,418 | $685.9K | 0.12% | −71−1.3% | Reduced |
| Live Oak Investment Partners | 5,418 | $685.8K | 0.37% | +183+3.5% | Added |
| Freestone Capital Holdings, LLC | 5,396 | $683.0K | 0.02% | −483−8.2% | Reduced |
| Crewe Advisors LLC | 5,391 | $682.4K | 0.05% | +30+0.6% | Added |
| Visionary Horizons, LLC | 5,387 | $681.9K | 0.29% | −447−7.7% | Reduced |
| Cordatus Wealth Management LLC | 5,357 | $677.9K | 0.15% | +25+0.5% | Added |
| MEMBERS Trust Co | 5,353 | $677.6K | 0.02% | −100−1.8% | Reduced |
| Guyasuta Investment Advisors Inc | 5,351 | $677.3K | 0.03% | −241−4.3% | Reduced |
| Gladstone Institutional Advisory LLC | 5,333 | $675.0K | 0.02% | +516+10.7% | Added |
| Quest 10 Wealth Builders, Inc. | 5,330 | $674.7K | 0.52% | +81+1.5% | Added |
| STG Securities, LLC | 5,325 | $674.0K | 0.73% | +5,325 | New |
| Wilkins Investment Counsel Inc | 5,309 | $672.0K | 0.09% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,300 | $670.9K | 0.05% | +740+16.2% | Added |
| Ashton Thomas Securities, LLC | 5,295 | $670.4K | 0.10% | +546+11.5% | Added |
| Tudor Financial Inc. | 5,276 | $667.9K | 0.30% | −129−2.4% | Reduced |
| Aegis Wealth Management LLC | 5,257 | $665.4K | 0.31% | +258+5.2% | Added |
| Burney Co | 5,229 | $661.9K | 0.02% | +2,719+108.3% | Added |
| Aspen Investment Management Inc | 5,222 | $661.0K | 0.18% | +34+0.7% | Added |
| Indie Asset Partners, LLC | 5,218 | $660.5K | 0.63% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,216 | $660.3K | 0.24% | −189−3.5% | Reduced |
| Cypress Wealth Services, LLC | 5,209 | $659.3K | 0.08% | −575−9.9% | Reduced |
| Firethorn Wealth Partners, LLC | 5,203 | $658.6K | 0.21% | +33+0.6% | Added |
| Costello Asset Management, INC | 5,196 | $657.7K | 0.20% | −14−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 5,173 | $654.8K | 0.07% | −30−0.6% | Reduced |
| Destination Wealth Management | 5,169 | $654.3K | 0.02% | +381+8.0% | Added |
| Ostrum Asset Management | 5,163 | $653.5K | 0.03% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 5,153 | $652.2K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,139 | $650.5K | 0.26% | +1,772+52.6% | Added |
| Transcend Wealth Collective, LLC | 5,117 | $647.7K | 0.04% | +2,203+75.6% | Added |
| OpenArc Corporate Advisory, LLC | 5,103 | $646.0K | 0.01% | +946+22.8% | Added |
| Bridgewater Advisors Inc. | 5,449 | $645.6K | 0.04% | −91−1.6% | Reduced |
| Optas, LLC | 5,086 | $643.8K | 0.09% | +338+7.1% | Added |
| First National Bank & Trust Co of Newtown | 5,130 | $643.4K | 0.13% | −936−15.4% | Reduced |
| Kathmere Capital Management, LLC | 5,070 | $641.8K | 0.03% | +1,009+24.8% | Added |
| Uhlmann Price Securities, LLC | 5,067 | $641.4K | 0.02% | +11+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,064 | $641.0K | 0.01% | +5,064 | New |
| SBI Securities Co., Ltd. | 5,061 | $640.6K | 0.01% | −271−5.1% | Reduced |
| Walker Asset Management, LLC | 5,009 | $634.0K | 0.32% | +36+0.7% | Added |
| Broyhill Asset Management | 5,003 | $633.3K | 0.56% | 00.0% | Unchanged |
| XML Financial, LLC | 5,002 | $633.2K | 0.05% | −230−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,000 | $632.9K | 0.16% | −266−5.1% | Reduced |
| Jmac Enterprises LLC | 5,000 | $632.9K | 0.11% | +500+11.1% | Added |
| Busey Wealth Management | 4,999 | $632.8K | 0.02% | +145+3.0% | Added |
| Hudock, Inc. | 4,983 | $630.8K | 0.08% | +10.0% | Added |
| Duncan Williams Asset Management, LLC | 4,954 | $627.0K | 0.14% | +4,954 | New |
| Cynosure Management, LLC | 4,948 | $626.3K | 0.09% | +4,948 | New |
| White Pine Capital LLC | 4,944 | $625.8K | 0.15% | −89−1.8% | Reduced |
| Headinvest, LLC | 4,939 | $625.2K | 0.12% | −84−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,924 | $623.2K | 0.09% | −219−4.3% | Reduced |
| Rogco, LP | 4,921 | $622.9K | 0.19% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,903 | $620.6K | 0.06% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,869 | $616.3K | 0.09% | +89+1.9% | Added |
| Castleview Partners, LLC | 4,852 | $614.3K | 0.27% | +1,044+27.4% | Added |
| Interchange Capital Partners, LLC | 4,847 | $613.5K | 0.12% | +1,428+41.8% | Added |
| Bedel Financial Consulting, Inc. | 4,834 | $611.9K | 0.06% | +265+5.8% | Added |
| Abel Hall, LLC | 4,832 | $611.6K | 0.11% | +1,231+34.2% | Added |
| Roberts Glore & Co Inc | 4,817 | $609.8K | 0.15% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,815 | $609.4K | 0.11% | +136+2.9% | Added |
| Insight Wealth Partners, LLC | 4,813 | $609.2K | 0.08% | +4,813 | New |
| Wolff Financial Management LLC | 4,810 | $608.9K | 0.12% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,791 | $606.4K | 0.28% | +11+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,788 | $606.1K | 0.04% | +420+9.6% | Added |
| Blue Fin Capital, Inc. | 4,786 | $605.9K | 0.09% | +66+1.4% | Added |
| Tyche Wealth Partners LLC | 4,780 | $605.1K | 0.08% | −54−1.1% | Reduced |
| Huber Capital Management LLC | 4,770 | $603.8K | 0.09% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 4,769 | $603.7K | 0.17% | −40−0.8% | Reduced |
| Financial Advisors Network, Inc. | 4,758 | $602.3K | 0.07% | +568+13.6% | Added |
| Atalanta Sosnoff Capital, LLC | 4,756 | $602.0K | 0.01% | −564−10.6% | Reduced |
| RB Capital Management, LLC | 4,755 | $601.9K | 0.12% | −34−0.7% | Reduced |
| NBH Bank | 4,746 | $600.7K | 0.25% | +4,746 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 4,742 | $600.2K | 0.09% | −3,254−40.7% | Reduced |
| Centaurus Financial, Inc. | 4,737 | $600.0K | 0.02% | −56−1.2% | Reduced |
| Forum Financial Management, LP | 4,728 | $598.5K | 0.01% | +132+2.9% | Added |
| Pettinga Financial Advisors, LLC | 4,728 | $598.5K | 0.10% | −322−6.4% | Reduced |
| Greatmark Investment Partners, Inc. | 4,721 | $597.6K | 0.07% | −324−6.4% | Reduced |
| Boothbay Fund Management, LLC | 4,714 | $596.7K | 0.01% | +2,138+83.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,695 | $594.3K | 0.01% | +849+22.1% | Added |
| SeaCrest Wealth Management, LLC | 4,690 | $593.7K | 0.07% | −270−5.4% | Reduced |
| Denali Advisors LLC | 4,685 | $593.0K | 0.06% | +49+1.1% | Added |
| L2 Asset Management, LLC | 4,679 | $592.3K | 0.06% | +6+0.1% | Added |
| Univest Financial Corp | 4,678 | $592.1K | 0.03% | +2,074+79.6% | Added |