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 |
|---|---|---|---|---|---|
| Marathon Strategic Advisors, LLC | 4,666 | $590.6K | 0.33% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,506 | $590.1K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,658 | $589.6K | 0.01% | −166−3.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,625 | $585.4K | 0.03% | −94−2.0% | Reduced |
| Princeton Capital Management LLC | 4,619 | $584.6K | 0.13% | +10.0% | Added |
| Capital Analysts, LLC | 4,610 | $584.0K | 0.01% | +3+0.1% | Added |
| Aigen Investment Management, LP | 4,612 | $583.8K | 0.16% | +4,612 | New |
| Northstar Advisory Group, LLC | 4,607 | $583.2K | 0.18% | +79+1.7% | Added |
| Code Waechter LLC | 4,601 | $582.4K | 0.30% | +12+0.3% | Added |
| Level Wealth Management LLC | 4,599 | $582.1K | 0.23% | −176−3.7% | Reduced |
| Washington Capital Management Inc | 4,595 | $581.6K | 0.38% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,589 | $580.9K | 0.06% | −202−4.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,583 | $580.2K | 0.27% | −8−0.2% | Reduced |
| O'Rourke & Company, Inc | 4,582 | $580.1K | 0.20% | +7+0.2% | Added |
| Thayer Financial, L.L.C. | 4,582 | $580.0K | 0.53% | −20−0.4% | Reduced |
| Readystate Asset Management LP | 4,572 | $578.7K | 0.02% | +4,572 | New |
| Beacon Capital Management, LLC | 4,555 | $576.6K | 0.08% | +272+6.4% | Added |
| Doheny Asset Management | 4,553 | $576.0K | 0.33% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 4,537 | $574.4K | 0.30% | +1,785+64.9% | Added |
| PDS Planning, Inc | 4,530 | $573.4K | 0.03% | +298+7.0% | Added |
| Los Angeles Capital Management LLC | 4,527 | $573.0K | 0.00% | −24,246−84.3% | Reduced |
| Aspiriant, LLC | 4,504 | $570.2K | 0.01% | +134+3.1% | Added |
| Alpha Zero LLC | 4,521 | $570.1K | 0.22% | +2,366+109.8% | Added |
| Pinnacle West Asset Management, Inc. | 4,495 | $569.0K | 0.39% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,493 | $568.8K | 0.08% | −1,919−29.9% | Reduced |
| Childress Capital Advisors, LLC | 4,491 | $568.4K | 0.09% | −502−10.1% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $566.3K | 0.37% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 4,448 | $563.0K | 0.43% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,380 | $562.4K | 0.01% | −1,300−22.9% | Reduced |
| Calamos Wealth Management LLC | 4,416 | $559.0K | 0.02% | −518−10.5% | Reduced |
| Meadowbrook Wealth Management, LLC | 4,436 | $557.9K | 0.60% | +990+28.7% | Added |
| Zacks Investment Management | 4,404 | $557.5K | 0.00% | −261−5.6% | Reduced |
| Truvestments Capital LLC | 4,392 | $555.9K | 0.08% | −59−1.3% | Reduced |
| Nikulski Financial, Inc. | 4,391 | $555.8K | 0.12% | −25−0.6% | Reduced |
| Focused Wealth Management, Inc | 4,386 | $555.1K | 0.05% | +110+2.6% | Added |
| KPP Advisory Services LLC | 4,376 | $553.9K | 0.07% | −33−0.7% | Reduced |
| Quotient Wealth Partners, LLC | 4,371 | $553.3K | 0.01% | +498+12.9% | Added |
| Thompson David Blair | 4,368 | $552.9K | 0.28% | +89+2.1% | Added |
| Versant Capital Management, Inc | 4,340 | $549.4K | 0.05% | +692+19.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,331 | $548.2K | 0.05% | +91+2.1% | Added |
| Archetype Wealth Partners | 4,329 | $548.0K | 0.06% | +57+1.3% | Added |
| Johnson Financial Group, Inc. | 4,328 | $547.8K | 0.02% | +2,652+158.2% | Added |
| Asset Advisors Investment Management, LLC | 4,327 | $547.7K | 0.05% | −346−7.4% | Reduced |
| Adams Wealth Management | 4,321 | $547.0K | 0.10% | +762+21.4% | Added |
| Oxbow Advisors, LLC | 4,295 | $543.7K | 0.04% | +1,578+58.1% | Added |
| NBT Bank N A | 4,285 | $542.4K | 0.04% | −549−11.4% | Reduced |
| Waddell & Associates, LLC | 4,273 | $540.9K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 4,252 | $538.2K | 0.06% | −520−10.9% | Reduced |
| Brucke Financial, Inc. | 4,249 | $537.9K | 0.24% | +1,199+39.3% | Added |
| Acorns Advisers, LLC | 4,246 | $537.0K | 0.00% | +319+8.1% | Added |
| Mayfair Advisory Group, LLC | 4,108 | $536.2K | 0.16% | +360+9.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,235 | $536.1K | 0.30% | +428+11.2% | Added |
| Marshall Financial Group LLC | 4,234 | $536.0K | 0.08% | −635−13.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,229 | $535.3K | 0.02% | −33−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,213 | $533.3K | 0.11% | −13−0.3% | Reduced |
| Old Port Advisors | 4,196 | $531.2K | 0.10% | −401−8.7% | Reduced |
| Mirabella Financial Services LLP | 4,196 | $531.1K | 0.05% | +1,883+81.4% | Added |
| D.B. Root & Company, LLC | 4,195 | $531.1K | 0.11% | −649−13.4% | Reduced |
| Meridian Investment Counsel Inc. | 4,190 | $530.4K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,187 | $530.0K | 0.03% | −2,233−34.8% | Reduced |
| Verum Partners LLC | 4,182 | $529.4K | 0.08% | +797+23.5% | Added |
| Alliance Wealth Advisors, LLC | 4,181 | $529.2K | 0.10% | +1,596+61.7% | Added |
| Investment Partners Asset Management, Inc. | 4,178 | $528.9K | 0.30% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,177 | $528.8K | 0.12% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 4,171 | $527.9K | 0.24% | −227−5.2% | Reduced |
| Capital Performance Advisors LLP | 4,168 | $527.6K | 0.03% | −672−13.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,167 | $527.4K | 0.30% | +1,143+37.8% | Added |
| Oakworth Capital, Inc. | 4,162 | $526.3K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,148 | $525.1K | 0.03% | +1,374+49.5% | Added |
| Community Financial Services Group, LLC | 4,173 | $524.8K | 0.08% | +441+11.8% | Added |
| Westmount Partners, LLC | 4,144 | $524.5K | 0.12% | +110+2.7% | Added |
| Salomon & Ludwin, LLC | 4,168 | $524.2K | 0.04% | −28−0.7% | Reduced |
| PFG Advisors | 4,135 | $523.4K | 0.03% | −362−8.0% | Reduced |
| Fourth Dimension Wealth, LLC | 4,133 | $523.2K | 0.17% | +347+9.2% | Added |
| Advyzon Investment Management, LLC | 4,122 | $521.8K | 0.04% | +503+13.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,117 | $521.2K | 0.04% | +114+2.8% | Added |
| Marathon Capital Management | 4,110 | $520.2K | 0.11% | 00.0% | Unchanged |
| Citizens Business Bank | 4,090 | $517.7K | 0.08% | −128−3.0% | Reduced |
| Capital Management Associates, Inc | 4,087 | $517.3K | 0.10% | −60−1.4% | Reduced |
| Associated Banc-Corp | 4,080 | $516.4K | 0.01% | −96−2.3% | Reduced |
| McCollum Christoferson Group LLC | 4,079 | $516.3K | 0.15% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 4,074 | $516.0K | 0.00% | +4,074 | New |
| Peak Financial Advisors LLC | 4,073 | $515.5K | 0.21% | +20+0.5% | Added |
| Park Place Capital Corp | 4,070 | $515.1K | 0.08% | −7−0.2% | Reduced |
| BXM Wealth LLC | 4,065 | $514.5K | 0.28% | +1,288+46.4% | Added |
| Knollwood Investment Advisory, LLC | 4,055 | $513.3K | 0.05% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,055 | $513.3K | 0.09% | −300−6.9% | Reduced |
| Am Investment Strategies LLC | 4,055 | $513.0K | 0.10% | +7+0.2% | Added |
| Carolina Wealth Management Inc | 4,050 | $512.6K | 0.24% | +4,050 | New |
| Fortress Wealth Group, LLC | 3,927 | $512.6K | 0.18% | +128+3.4% | Added |
| Allegheny Financial Group LTD | 4,048 | $512.4K | 0.05% | +4+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,048 | $512.4K | 0.24% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,044 | $511.9K | 0.06% | −104−2.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,011 | $507.8K | 0.07% | −225−5.3% | Reduced |
| Fulcrum Equity Management | 3,998 | $506.1K | 0.41% | +26+0.7% | Added |
| Sax Wealth Advisors, LLC | 3,861 | $505.6K | 0.02% | +389+11.2% | Added |
| Agate Pass Investment Management, LLC | 3,989 | $504.9K | 0.19% | −175−4.2% | Reduced |
| Uncommon Cents Investing LLC | 3,974 | $503.0K | 0.11% | +200+5.3% | Added |
| Everpar Advisors LLC | 3,968 | $502.3K | 0.14% | +642+19.3% | Added |
| Patton Albertson Miller Group, LLC | 3,968 | $502.3K | 0.05% | −639−13.9% | Reduced |