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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 2,934 | $371.4K | 0.09% | −267−8.3% | Reduced |
| Benin Management CORP | 2,918 | $369.4K | 0.07% | −116−3.8% | Reduced |
| E Fund Management Co., Ltd. | 2,910 | $368.3K | 0.01% | −2,213−43.2% | Reduced |
| Leonteq Securities AG | 2,908 | $368.1K | 0.02% | −6,399−68.8% | Reduced |
| SHP Wealth Management | 2,904 | $367.6K | 0.03% | +712+32.5% | Added |
| Invst, LLC | 2,902 | $367.3K | 0.04% | +105+3.8% | Added |
| Howard Financial Services, Ltd. | 2,901 | $367.2K | 0.04% | +2,901 | New |
| Market Street Wealth Management Advisors LLC | 2,900 | $367.1K | 0.05% | +28+1.0% | Added |
| Ellis Investment Partners, LLC | 2,887 | $365.5K | 0.06% | +417+16.9% | Added |
| Acorn Financial Advisory Services Inc | 2,885 | $365.1K | 0.05% | −103−3.4% | Reduced |
| Shayne & Co., LLC | 2,882 | $364.8K | 0.11% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,875 | $363.9K | 0.10% | −66−2.2% | Reduced |
| Pflug Koory, LLC | 2,868 | $363.0K | 0.15% | +103+3.7% | Added |
| Sather Financial Group Inc | 2,862 | $362.3K | 0.02% | +20+0.7% | Added |
| AlphaGrep UK Ltd | 2,862 | $362.3K | 0.11% | +2,862 | New |
| Nalls Sherbakoff Group, LLC | 2,861 | $362.1K | 0.26% | −252−8.1% | Reduced |
| Intergy Private Wealth, LLC | 2,858 | $361.8K | 0.08% | +396+16.1% | Added |
| Holcombe Financial, Inc. | 2,853 | $361.1K | 0.20% | 00.0% | Unchanged |
| MWA Asset Management | 2,850 | $360.8K | 0.16% | −10−0.3% | Reduced |
| Southern Financial Group, LLC | 2,848 | $360.6K | 0.09% | −40−1.4% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,845 | $360.1K | 0.28% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,844 | $360.0K | 0.20% | −58−2.0% | Reduced |
| Uniting Wealth Partners, LLC | 2,837 | $359.1K | 0.07% | +90+3.3% | Added |
| Oxford Financial Group Ltd | 2,835 | $358.9K | 0.02% | +6+0.2% | Added |
| Blackston Financial Advisory Group, LLC | 2,835 | $358.8K | 0.20% | −103−3.5% | Reduced |
| PlanVest Financial, Inc | 2,831 | $358.3K | 0.24% | −133−4.5% | Reduced |
| BKM Wealth Management, LLC | 2,811 | $355.9K | 0.13% | −2−0.1% | Reduced |
| Goldstein Advisors, LLC | 2,801 | $354.6K | 0.03% | +584+26.3% | Added |
| Pioneer Trust Bank N A | 2,800 | $354.4K | 0.08% | +796+39.7% | Added |
| Union Savings Bank | 2,794 | $353.7K | 0.14% | −9−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,791 | $353.3K | 0.14% | −668−19.3% | Reduced |
| First Foundation Advisors | 2,790 | $353.2K | 0.01% | +2,790 | New |
| First Citizens Financial Corp | 2,789 | $353.0K | 0.15% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,788 | $352.9K | 0.05% | −10.0% | Reduced |
| Tiaa Trust, National Association | 2,786 | $352.7K | 0.02% | −5,665−67.0% | Reduced |
| Generation Capital Management LLC | 2,785 | $352.5K | 0.22% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,778 | $351.6K | 0.03% | +27+1.0% | Added |
| Harmony Asset Management LLC | 2,777 | $351.6K | 0.09% | −304−9.9% | Reduced |
| NorthStar Asset Management LLC | 2,775 | $351.3K | 0.14% | −223−7.4% | Reduced |
| Rexford Capital Inc | 2,770 | $350.6K | 0.21% | +128+4.8% | Added |
| Cpwa, LLC | 2,770 | $350.6K | 0.41% | +155+5.9% | Added |
| 44 Wealth Management LLC | 2,768 | $350.4K | 0.12% | −399−12.6% | Reduced |
| Centurion Wealth Management LLC | 2,759 | $349.2K | 0.08% | −188−6.4% | Reduced |
| Wealthcare Capital Partners, LLC | 2,748 | $347.8K | 0.14% | −534−16.3% | Reduced |
| IFC Advisors LLC | 2,745 | $347.5K | 0.04% | +94+3.5% | Added |
| Treasure Coast Financial Planning | 2,744 | $347.3K | 0.17% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,741 | $346.9K | 0.09% | +10.0% | Added |
| Papp L Roy & Associates | 2,740 | $346.8K | 0.04% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 2,733 | $345.9K | 0.17% | +514+23.2% | Added |
| Connecticut Capital Management Group, LLC | 2,731 | $345.7K | 0.28% | −5−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,730 | $345.6K | 0.01% | +449+19.7% | Added |
| Galvin, Gaustad & Stein, LLC | 2,730 | $345.6K | 0.03% | +872+46.9% | Added |
| Collaborative Fund Advisors, LLC | 2,723 | $344.7K | 0.20% | +2,723 | New |
| Sound Income Strategies, LLC | 2,720 | $344.2K | 0.02% | −1,948−41.7% | Reduced |
| Channel Wealth LLC | 2,718 | $344.0K | 0.08% | +10+0.4% | Added |
| William Allan, LLC | 2,717 | $343.9K | 0.17% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,713 | $343.4K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,705 | $342.4K | 0.04% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,705 | $342.4K | 0.11% | −35−1.3% | Reduced |
| Signature Equity Partners, LLC | 2,702 | $342.1K | 0.16% | −5−0.2% | Reduced |
| Private Capital Management, LLC | 2,700 | $341.8K | 0.03% | 00.0% | Unchanged |
| SpringVest Wealth Management LLC | 2,699 | $341.6K | 0.21% | +8+0.3% | Added |
| Proficio Capital Partners LLC | 2,698 | $341.5K | 0.01% | +2,698 | New |
| Legacy Trust | 2,697 | $341.4K | 0.06% | −201−6.9% | Reduced |
| Smithfield Trust Co | 2,701 | $341.0K | 0.01% | −199−6.9% | Reduced |
| Horizon Investment Services, LLC | 2,692 | $340.8K | 0.09% | +10.0% | Added |
| Cravens & Co Advisors, LLC | 2,683 | $339.6K | 0.23% | −120−4.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 2,682 | $339.5K | 0.54% | −61−2.2% | Reduced |
| Tradition Wealth Management, LLC | 2,676 | $338.7K | 0.02% | +150+5.9% | Added |
| Belleair Asset Management, LLC | 2,675 | $338.6K | 0.28% | 00.0% | Unchanged |
| Mason & Associates, LLC | 2,672 | $338.2K | 0.07% | 00.0% | Unchanged |
| GGM Financials LLC | 2,670 | $338.0K | 0.13% | +873+48.6% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,664 | $337.3K | 0.06% | −1,146−30.1% | Reduced |
| Clearwave Capital, LLC | 2,655 | $336.1K | 0.19% | +53+2.0% | Added |
| Van Hulzen Asset Management, LLC | 2,644 | $334.6K | 0.02% | +2+0.1% | Added |
| Heartwood Wealth Advisors LLC | 2,641 | $334.3K | 0.03% | −380−12.6% | Reduced |
| CNB Bank | 2,641 | $334.3K | 0.13% | −220−7.7% | Reduced |
| Centennial Bank | 2,640 | $334.2K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,638 | $333.9K | 0.01% | −127−4.6% | Reduced |
| AlTi Global, Inc. | 2,633 | $333.2K | 0.01% | +64+2.5% | Added |
| Barnes Wealth Management Group, Inc | 2,632 | $333.2K | 0.15% | −13−0.5% | Reduced |
| Mainsail Asset Management, LLC | 2,665 | $333.1K | 0.13% | +364+15.8% | Added |
| Sandro Wealth Management LLC | 2,629 | $332.8K | 0.24% | +17+0.7% | Added |
| LCM Capital Management Inc | 2,629 | $332.8K | 0.15% | +29+1.1% | Added |
| Gerald Baker Financial Group LLC | 2,625 | $332.3K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,622 | $331.9K | 0.30% | −354−11.9% | Reduced |
| Rossmore Private Capital | 2,622 | $331.9K | 0.03% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 2,619 | $331.5K | 0.26% | −35−1.3% | Reduced |
| Kozak & Associates, Inc. | 2,634 | $331.3K | 0.06% | +7+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,616 | $331.2K | 0.00% | +15+0.6% | Added |
| A4 Wealth Advisors LLC | 2,615 | $331.0K | 0.22% | +14+0.5% | Added |
| Winthrop Advisory Group LLC | 2,613 | $330.7K | 0.02% | +370+16.5% | Added |
| Partnership Wealth Management, LLC | 2,612 | $330.6K | 0.22% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,611 | $330.5K | 0.14% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 2,608 | $330.1K | 0.22% | −237−8.3% | Reduced |
| Grandfield & Dodd, LLC | 2,601 | $329.2K | 0.02% | +116+4.7% | Added |
| Summit Wealth Group LLC | 2,598 | $328.9K | 0.03% | +280+12.1% | Added |
| Citizens National Bank Trust Department | 2,592 | $328.1K | 0.05% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 2,592 | $328.0K | 0.15% | +99+4.0% | Added |
| Cozad Asset Management Inc | 2,590 | $327.8K | 0.02% | 00.0% | Unchanged |