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 |
|---|---|---|---|---|---|
| Websterrogers Financial Advisors, LLC | 3,967 | $502.1K | 0.13% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,959 | $501.1K | 0.23% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 3,957 | $500.9K | 0.55% | −25−0.6% | Reduced |
| John Boyer, Inc. | 3,953 | $500.3K | 0.43% | +35+0.9% | Added |
| Foster Group, Inc. | 3,951 | $500.1K | 0.01% | +401+11.3% | Added |
| St Germain D J Co Inc | 3,940 | $498.7K | 0.02% | −169−4.1% | Reduced |
| Patron Partners Advisors, LLC | 3,933 | $497.8K | 0.19% | +1,581+67.2% | Added |
| Fairfield, Bush & Co. | 3,924 | $496.7K | 0.24% | −100−2.5% | Reduced |
| LeConte Wealth Management, LLC | 3,921 | $496.3K | 0.27% | +112+2.9% | Added |
| First Nebraska Trust Co | 3,920 | $496.2K | 0.04% | +92+2.4% | Added |
| SmartHarvest Portfolios, LLC | 3,916 | $495.7K | 0.16% | +261+7.1% | Added |
| Traphagen Investment Advisors LLC | 3,916 | $495.7K | 0.04% | +226+6.1% | Added |
| Lafayette Investments, Inc. | 3,914 | $495.4K | 0.09% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,910 | $495.0K | 0.04% | −1,555−28.5% | Reduced |
| CMG Global Holdings, LLC | 3,910 | $494.9K | 0.21% | −50−1.3% | Reduced |
| Sittner & Nelson, LLC | 3,889 | $492.3K | 0.15% | +839+27.5% | Added |
| Connecticut Wealth Management, LLC | 3,889 | $492.3K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,885 | $491.8K | 0.01% | +378+10.8% | Added |
| Fulton Breakefield Broenniman LLC | 3,884 | $491.7K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,877 | $491.0K | 0.02% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,875 | $490.6K | 0.06% | −79−2.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,868 | $489.6K | 0.01% | +98+2.6% | Added |
| Sentinus, LLC | 3,865 | $489.2K | 0.04% | +838+27.7% | Added |
| Koshinski Asset Management, Inc. | 3,864 | $489.1K | 0.03% | −18−0.5% | Reduced |
| Verus Capital Partners, LLC | 3,863 | $488.9K | 0.03% | −1,785−31.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,849 | $487.3K | 0.03% | +418+12.2% | Added |
| First Financial Group Corp | 3,832 | $485.1K | 0.35% | +3+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 3,827 | $484.5K | 0.03% | +333+9.5% | Added |
| Aspen Grove Capital, LLC | 3,826 | $484.4K | 0.07% | +21+0.6% | Added |
| Ameriflex Group, Inc. | 3,826 | $484.3K | 0.20% | +46+1.2% | Added |
| Trueblood Wealth Management, LLC | 3,813 | $482.6K | 0.17% | +26+0.7% | Added |
| Mindset Wealth Management, LLC | 3,805 | $481.7K | 0.09% | +135+3.7% | Added |
| Chelsea Counsel Co | 3,801 | $481.1K | 0.20% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,795 | $480.4K | 0.02% | −477−11.2% | Reduced |
| Vista Investment Partners II, LLC | 3,793 | $480.1K | 0.19% | −103−2.6% | Reduced |
| Wendell David Associates Inc | 3,790 | $480.0K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,791 | $479.8K | 0.16% | +222+6.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,780 | $478.4K | 0.12% | +156+4.3% | Added |
| McDonough Capital Management, Inc | 3,764 | $476.5K | 0.24% | +83+2.3% | Added |
| South Plains Financial, Inc. | 3,743 | $473.8K | 0.25% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,737 | $473.0K | 0.05% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 3,718 | $470.6K | 0.27% | −8−0.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,718 | $470.6K | 0.15% | −10−0.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,710 | $469.6K | 0.16% | +1,180+46.6% | Added |
| Wealthquest Corp | 3,708 | $469.4K | 0.03% | +194+5.5% | Added |
| First Western Trust Bank | 3,701 | $468.5K | 0.02% | +60+1.6% | Added |
| Salvus Wealth Management, LLC | 3,691 | $467.2K | 0.26% | +490+15.3% | Added |
| Resolute Capital, LLC | 3,690 | $467.1K | 0.16% | +607+19.7% | Added |
| Sovran Advisors, LLC | 3,603 | $465.7K | 0.03% | +639+21.6% | Added |
| Broadwater Capital Management LLC | 3,666 | $464.0K | 0.34% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 3,661 | $463.4K | 0.01% | +185+5.3% | Added |
| Resonant Capital Advisors, LLC | 3,660 | $463.3K | 0.02% | −122−3.2% | Reduced |
| Stanley-Laman Group, Ltd. | 3,660 | $463.3K | 0.05% | +3,660 | New |
| Absher Wealth Management, LLC | 3,648 | $461.8K | 0.05% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,635 | $460.1K | 0.18% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 3,624 | $458.8K | 0.20% | −4−0.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 3,617 | $457.9K | 0.07% | −110−3.0% | Reduced |
| Quad-Cities Investment Group, LLC | 3,616 | $457.7K | 0.16% | −124−3.3% | Reduced |
| Spire Wealth Management | 3,609 | $456.9K | 0.01% | +188+5.5% | Added |
| Clear Creek Financial Management, LLC | 3,596 | $455.2K | 0.03% | +114+3.3% | Added |
| WBH Advisory Inc | 3,596 | $455.1K | 0.03% | −166−4.4% | Reduced |
| Vestor Capital, LLC | 10,250 | $455.0K | 0.04% | +8,865+640.1% | Added |
| Global Assets Advisory, LLC | 3,616 | $454.9K | 0.10% | +559+18.3% | Added |
| Financial Futures Ltd Liability Co. | 3,594 | $454.9K | 0.17% | +5+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,586 | $453.9K | 0.16% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,584 | $453.7K | 0.05% | −98−2.7% | Reduced |
| Titleist Asset Management, LLC | 3,579 | $453.3K | 0.03% | −248−6.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 3,578 | $452.9K | 0.07% | +3,578 | New |
| Sagewood Asset Management LP | 3,566 | $451.4K | 0.10% | +220+6.6% | Added |
| Beaton Management Co. Inc. | 3,560 | $451.0K | 0.18% | +389+12.3% | Added |
| Terry L. Blaker | 3,559 | $450.5K | 0.02% | −570−13.8% | Reduced |
| Perpetual Ltd | 3,554 | $449.9K | 0.01% | −45−1.3% | Reduced |
| Triad Wealth Partners, LLC | 3,610 | $448.7K | 0.03% | +520+16.8% | Added |
| Abc Arbitrage SA | 3,527 | $446.4K | 0.05% | +3,527 | New |
| Cary Street Partner Investment Advisory LLC | 3,523 | $445.9K | 0.09% | +214+6.5% | Added |
| TRUE Private Wealth Advisors | 3,522 | $445.9K | 0.04% | −63−1.8% | Reduced |
| Curbstone Financial Management Corp | 3,522 | $445.8K | 0.08% | +200+6.0% | Added |
| YANKCOM Partnership | 3,522 | $445.8K | 0.16% | +55+1.6% | Added |
| Tiemann Investment Advisors, LLC | 3,520 | $445.6K | 0.16% | −300−7.9% | Reduced |
| Genesis Private Wealth, LLC | 3,516 | $445.1K | 0.13% | −59−1.7% | Reduced |
| King Wealth | 3,512 | $445.0K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,507 | $444.0K | 0.12% | −43−1.2% | Reduced |
| Westhampton Capital, LLC | 3,503 | $443.4K | 0.18% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,502 | $443.3K | 0.02% | −69−1.9% | Reduced |
| Anchor Bay Capital, Inc. | 3,655 | $442.9K | 0.24% | +3,655 | New |
| Anchyra Partners LLC | 3,495 | $442.4K | 0.11% | +198+6.0% | Added |
| GSB Wealth Management, LLC | 3,494 | $442.3K | 0.09% | −195−5.3% | Reduced |
| CRA Financial Services, LLC | 3,488 | $441.5K | 0.05% | +39+1.1% | Added |
| Twinbeech Capital LP | 3,484 | $441.0K | 0.08% | +3,484 | New |
| Summit Asset Management, LLC | 3,477 | $440.1K | 0.06% | +148+4.4% | Added |
| Sequent Asset Management, LLC | 3,464 | $438.5K | 0.18% | +160+4.8% | Added |
| Diversified Enterprises, LLC | 3,462 | $438.2K | 0.02% | −348−9.1% | Reduced |
| Aldebaran Financial Inc. | 3,460 | $438.0K | 0.36% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,460 | $437.9K | 0.28% | +6+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 3,459 | $437.9K | 0.04% | +133+4.0% | Added |
| Wright Investors Service Inc | 3,455 | $437.3K | 0.12% | −216−5.9% | Reduced |
| Chapin Davis, Inc. | 3,446 | $436.2K | 0.08% | −4,564−57.0% | Reduced |
| Barlow Wealth Partners, Inc. | 3,438 | $435.9K | 0.05% | +3,438 | New |
| Marotta Asset Management | 3,465 | $435.8K | 0.07% | +4+0.1% | Added |
| Duncker Streett & Co Inc | 3,433 | $434.5K | 0.07% | 00.0% | Unchanged |