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 |
|---|---|---|---|---|---|
| May Hill Capital, LLC | 3,430 | $434.1K | 0.09% | +257+8.1% | Added |
| United Advisor Group, LLC | 3,428 | $433.9K | 0.05% | +143+4.4% | Added |
| Fiduciary Financial Group, LLC | 3,427 | $433.8K | 0.05% | +256+8.1% | Added |
| Sawgrass Asset Management LLC | 3,422 | $433.2K | 0.06% | −557−14.0% | Reduced |
| Secure Asset Management, LLC | 3,414 | $432.2K | 0.06% | −424−11.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,411 | $431.8K | 0.03% | −239−6.5% | Reduced |
| Prelude Capital Management, LLC | 3,410 | $431.6K | 0.03% | +1,294+61.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,458 | $431.2K | 0.24% | +10+0.3% | Added |
| Foster & Motley Inc | 3,405 | $431.0K | 0.02% | +1,667+95.9% | Added |
| Cambria Investment Management, L.P. | 3,399 | $430.2K | 0.02% | +216+6.8% | Added |
| OMC Financial Services LTD | 3,395 | $429.7K | 0.14% | +4+0.1% | Added |
| Cooper Financial Group | 3,392 | $429.3K | 0.04% | +185+5.8% | Added |
| Revolve Wealth Partners, LLC | 3,389 | $429.0K | 0.04% | +252+8.0% | Added |
| NCM Capital Management, LLC | 3,383 | $428.2K | 0.13% | −100−2.9% | Reduced |
| Campion Asset Management LLC | 3,376 | $427.3K | 0.26% | −64−1.9% | Reduced |
| Davis R M Inc | 3,373 | $427.0K | 0.01% | −55−1.6% | Reduced |
| Approach Retirement Advisors, LLC | 3,369 | $426.5K | 0.31% | +190+6.0% | Added |
| Drive Wealth Management, LLC | 3,369 | $426.4K | 0.08% | −13−0.4% | Reduced |
| Shah Wealth Advisors, LLC | 3,367 | $426.3K | 0.10% | +3,367 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,361 | $425.5K | 0.01% | −167−4.7% | Reduced |
| denkapparat Operations GmbH | 3,354 | $424.5K | 0.14% | +3,354 | New |
| WSFS Capital Management, LLC | 3,348 | $423.8K | 0.02% | +130+4.0% | Added |
| Grove Bank & Trust | 3,342 | $423.0K | 0.04% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,329 | $421.4K | 0.03% | +119+3.7% | Added |
| First Business Financial Services, Inc. | 3,321 | $420.4K | 0.03% | +248+8.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,319 | $420.1K | 0.05% | −79−2.3% | Reduced |
| Mattern Wealth Management LLC | 3,318 | $420.0K | 0.07% | +1,538+86.4% | Added |
| Ponta Wealth Partners, LLC | 3,313 | $419.4K | 0.22% | +1,272+62.3% | Added |
| First Heartland Consultants, Inc. | 3,312 | $419.3K | 0.03% | −240−6.8% | Reduced |
| TRB Wealth Management, LLC | 3,309 | $418.9K | 0.06% | +125+3.9% | Added |
| Hobbs Group Advisors, LLC | 3,306 | $418.5K | 0.11% | +3+0.1% | Added |
| Accel Wealth Management | 3,303 | $418.1K | 0.09% | −469−12.4% | Reduced |
| Green Square Capital Advisors LLC | 3,300 | $417.7K | 0.04% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 3,299 | $417.5K | 0.06% | +630+23.6% | Added |
| Facet Wealth, Inc. | 3,297 | $417.3K | 0.01% | +793+31.7% | Added |
| Beacon Investment Advisors LLC | 3,291 | $416.6K | 0.13% | +16+0.5% | Added |
| Conning Inc. | 3,286 | $415.9K | 0.01% | −12−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,274 | $414.4K | 0.01% | −4−0.1% | Reduced |
| Birch Financial Group, LLC | 3,260 | $412.6K | 0.21% | +68+2.1% | Added |
| Cladis Investment Advisory, LLC | 3,247 | $411.0K | 0.19% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 3,245 | $410.7K | 0.11% | +2+0.1% | Added |
| Timonier Family Office, LTD. | 3,242 | $410.4K | 0.12% | +3,242 | New |
| CWS Financial Advisors, LLC | 3,240 | $410.1K | 0.09% | +85+2.7% | Added |
| Elmwood Wealth Management, Inc. | 3,238 | $409.9K | 0.10% | +509+18.7% | Added |
| Fairvoy Private Wealth, LLC | 3,236 | $409.6K | 0.08% | +53+1.7% | Added |
| Baker Boyer National Bank | 3,233 | $409.2K | 0.11% | −126−3.8% | Reduced |
| McGowan Group Asset Management, Inc. | 3,229 | $408.8K | 0.05% | +69+2.2% | Added |
| Verus Financial Partners, Inc. | 3,221 | $407.7K | 0.03% | −300−8.5% | Reduced |
| Bank of Hawaii | 3,206 | $405.8K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 3,186 | $403.3K | 0.09% | 00.0% | Unchanged |
| Lionhunter Capital Management, LLC | 3,173 | $401.6K | 0.18% | +3,173 | New |
| Griffin Asset Management, Inc. | 3,156 | $399.5K | 0.04% | +12+0.4% | Added |
| Ridge Creek Global, Inc | 3,148 | $398.5K | 0.31% | −45−1.4% | Reduced |
| Portfolio Design Labs, LLC | 3,143 | $397.8K | 0.07% | +17+0.5% | Added |
| William B. Walkup & Associates, Inc. | 3,137 | $397.1K | 0.19% | −204−6.1% | Reduced |
| Opal Wealth Advisors, LLC | 3,118 | $394.6K | 0.09% | −62−1.9% | Reduced |
| Granite Bay Wealth Management, LLC | 3,116 | $394.0K | 0.04% | +3,116 | New |
| Charles Schwab Trust Co | 3,111 | $393.8K | 0.02% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 3,108 | $393.4K | 0.04% | +747+31.6% | Added |
| Virtue Capital Management, LLC | 3,106 | $393.2K | 0.05% | −342−9.9% | Reduced |
| Rosenberg Matthew Hamilton | 3,100 | $392.4K | 0.07% | +414+15.4% | Added |
| Cascade Investment Group, Inc. | 3,099 | $392.3K | 0.22% | +36+1.2% | Added |
| JB Capital LLC | 3,097 | $392.0K | 0.01% | +16+0.5% | Added |
| Prostatis Group LLC | 3,094 | $391.6K | 0.09% | +101+3.4% | Added |
| Ritter Daniher Financial Advisory LLC | 3,092 | $391.4K | 0.06% | −80−2.5% | Reduced |
| West Paces Advisors Inc. | 3,088 | $390.9K | 0.07% | −67−2.1% | Reduced |
| Defiance ETFs, LLC | 3,095 | $389.3K | 0.01% | +528+20.6% | Added |
| Xcel Wealth Management, LLC | 3,066 | $388.1K | 0.09% | −544−15.1% | Reduced |
| Monticello Wealth Management, LLC | 3,062 | $387.6K | 0.02% | +99+3.3% | Added |
| Waycross Partners, LLC | 3,061 | $387.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,056 | $386.8K | 0.10% | −315−9.3% | Reduced |
| FLC Capital Advisors | 3,055 | $386.7K | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,050 | $386.0K | 0.02% | +1,202+65.0% | Added |
| Exchange Bank | 3,045 | $385.4K | 0.24% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,038 | $384.6K | 0.13% | +40+1.3% | Added |
| Stonebridge Financial Group, LLC | 3,036 | $384.0K | 0.05% | +3,036 | New |
| Patriot Investment Management Inc. | 3,026 | $383.0K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,017 | $381.9K | 0.11% | +1,040+52.6% | Added |
| Sovereign Financial Group, Inc. | 3,013 | $381.4K | 0.06% | −39−1.3% | Reduced |
| Leigh Baldwin & Co., LLC | 3,012 | $381.3K | 0.21% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,011 | $381.2K | 0.01% | −39−1.3% | Reduced |
| Novem Group | 3,005 | $380.4K | 0.04% | −51−1.7% | Reduced |
| Magnolia Capital Advisors LLC | 3,005 | $380.3K | 0.07% | −308−9.3% | Reduced |
| Resurgent Financial Advisors LLC | 3,003 | $380.1K | 0.11% | −159−5.0% | Reduced |
| Integrity Advisory Solutions, LLC | 3,001 | $379.9K | 0.04% | +3,001 | New |
| Alta Advisers Ltd | 3,000 | $379.7K | 0.09% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $379.7K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,997 | $379.4K | 0.03% | +12+0.4% | Added |
| Inscription Capital, LLC | 2,995 | $379.1K | 0.03% | +286+10.6% | Added |
| Tempo Wealth, LLC | 2,994 | $379.0K | 0.06% | +1,370+84.4% | Added |
| Wimmer Associates 1, LLC | 2,993 | $378.9K | 0.17% | −50−1.6% | Reduced |
| Westover Capital Advisors, LLC | 2,991 | $378.6K | 0.06% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,984 | $377.7K | 0.00% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,980 | $377.2K | 0.12% | +81+2.8% | Added |
| Z3 Capital Partners, LLC | 2,979 | $377.0K | 0.08% | +2+0.1% | Added |
| Fagan Associates, Inc. | 2,970 | $375.9K | 0.05% | +53+1.8% | Added |
| Keebeck Wealth Management, LLC | 2,968 | $375.7K | 0.04% | +1,039+53.9% | Added |
| Rossby Financial, LCC | 2,955 | $374.0K | 0.07% | +434+17.2% | Added |
| PCB Capital LLC | 2,952 | $373.6K | 0.45% | +85+3.0% | Added |
| Financial Symmetry Inc | 2,940 | $372.1K | 0.12% | +10.0% | Added |