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: 14 institutions have reported holding DUK so far. See Q3 2026
- Institutional holders
- 2,491
- +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
- 1,135 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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 2,584 | $327.1K | 0.17% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,576 | $326.1K | 0.04% | +441+20.7% | Added |
| J. M. Brown & Associates Inc. | 2,575 | $326.0K | 0.19% | +2,575 | New |
| Frisch Financial Group, Inc. | 2,575 | $325.9K | 0.06% | +626+32.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,573 | $325.7K | 0.13% | +10.0% | Added |
| Riverbend Wealth Management, LLC | 2,567 | $324.9K | 0.17% | +105+4.3% | Added |
| Beirne Wealth Consulting Services, LLC | 2,565 | $324.8K | 0.06% | +7+0.3% | Added |
| Terril Brothers, Inc. | 2,564 | $324.6K | 0.08% | 00.0% | Unchanged |
| L & S Advisors Inc | 2,557 | $323.7K | 0.03% | −83,342−97.0% | Reduced |
| Lazari Capital Management, Inc. | 2,550 | $322.8K | 0.10% | +33+1.3% | Added |
| Sigma Investment Counselors Inc | 2,550 | $322.8K | 0.02% | +280+12.3% | Added |
| Van Cleef Asset Management,Inc | 2,549 | $322.7K | 0.03% | +300+13.3% | Added |
| Shulman DeMeo Asset Management LLC | 2,546 | $322.3K | 0.06% | +4+0.2% | Added |
| CFO4Life Group, LLC | 2,546 | $322.2K | 0.04% | −27−1.0% | Reduced |
| 55 North Private Wealth, LLC | 2,541 | $321.6K | 0.06% | +609+31.5% | Added |
| PSI Advisors, LLC | 2,538 | $321.3K | 0.07% | −45−1.7% | Reduced |
| Howard Wealth Management, LLC | 2,536 | $321.1K | 0.12% | +101+4.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,531 | $320.4K | 0.05% | −10.0% | Reduced |
| Strata Wealth Advisors, LLC | 2,518 | $318.7K | 0.08% | +134+5.6% | Added |
| Syntegra Private Wealth Group, LLC | 2,511 | $317.8K | 0.02% | −460−15.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,511 | $317.8K | 0.08% | +3+0.1% | Added |
| Good Steward Wealth Advisors,LLC | 2,509 | $317.6K | 0.19% | −94−3.6% | Reduced |
| Schulz Wealth, LTD. | 2,505 | $317.1K | 0.16% | +2,505 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,501 | $317.0K | 0.00% | −1,147−31.4% | Reduced |
| Banyan Capital Management, Inc. | 2,493 | $315.6K | 0.14% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 2,486 | $314.7K | 0.06% | +14+0.6% | Added |
| Dutch Asset Corp | 2,480 | $313.9K | 0.16% | +2,480 | New |
| Range Advisory, LLC | 2,477 | $313.6K | 0.04% | −7−0.3% | Reduced |
| Clearwater Capital Advisors, LLC | 2,477 | $313.5K | 0.02% | +350+16.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,474 | $313.2K | 0.09% | +700+39.5% | Added |
| North Star Asset Management Inc | 2,474 | $313.1K | 0.01% | +3+0.1% | Added |
| Cromwell Holdings LLC | 2,469 | $312.5K | 0.14% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 2,468 | $312.4K | 0.07% | +552+28.8% | Added |
| Hilton Head Capital Partners, LLC | 2,466 | $312.1K | 0.16% | −32−1.3% | Reduced |
| Apriem Advisors | 2,466 | $312.1K | 0.03% | +66+2.8% | Added |
| Wealth Quarterback LLC | 2,466 | $312.1K | 0.10% | −200−7.5% | Reduced |
| Tred Avon Family Wealth, LLC | 2,466 | $312.1K | 0.10% | +300+13.9% | Added |
| Sunpointe, LLC | 2,463 | $311.8K | 0.09% | −19−0.8% | Reduced |
| Brevan Howard Capital Management LP | 2,460 | $311.4K | 0.00% | +2,460 | New |
| Krilogy Financial LLC | 2,457 | $311.0K | 0.01% | −7−0.3% | Reduced |
| Traynor Capital Management, Inc. | 2,457 | $311.0K | 0.01% | −172−6.5% | Reduced |
| Xxi Wealth, LLC | 2,455 | $310.8K | 0.14% | +114+4.9% | Added |
| New Hampshire Trust | 2,454 | $310.6K | 0.06% | +105+4.5% | Added |
| Cottage Street Advisors LLC | 2,452 | $310.3K | 0.12% | +101+4.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,453 | $310.0K | 0.11% | −142−5.5% | Reduced |
| Seeds Investor LLC | 2,448 | $309.8K | 0.03% | +65+2.7% | Added |
| Norris Perne & French LLP | 2,444 | $309.4K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,442 | $309.1K | 0.01% | +926+61.1% | Added |
| Capital Advantage, Inc. | 2,439 | $308.7K | 0.04% | 00.0% | Unchanged |
| Guardian Investment Management | 2,439 | $308.7K | 0.21% | +150+6.6% | Added |
| Vicus Capital | 2,434 | $308.1K | 0.02% | +2+0.1% | Added |
| Deseret Mutual Benefit Administrators | 2,434 | $308.1K | 0.10% | −180−6.9% | Reduced |
| Capstone Investment Advisors, LLC | 2,434 | $308.1K | 0.00% | +2,434 | New |
| Kraematon Investment Advisors, Inc | 2,431 | $307.7K | 0.23% | +17+0.7% | Added |
| Fox Run Management, L.L.C. | 2,425 | $307.0K | 0.05% | +2,425 | New |
| Fortis Capital Advisors, LLC | 2,424 | $306.9K | 0.03% | +477+24.5% | Added |
| Royal Capital Wealth Management, LLC | 2,416 | $305.8K | 0.17% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,413 | $305.4K | 0.04% | −48−2.0% | Reduced |
| Coquina Private Wealth LLC | 2,410 | $305.1K | 0.21% | −79−3.2% | Reduced |
| COFG Advisors, LLC | 2,404 | $304.3K | 0.05% | −47−1.9% | Reduced |
| J. Team Financial, Inc. | 2,387 | $302.2K | 0.29% | +71+3.1% | Added |
| Miller Financial Services LLC | 2,379 | $301.2K | 0.24% | +2+0.1% | Added |
| Madison Wealth Partners, Inc | 2,378 | $301.0K | 0.04% | +2,378 | New |
| Herold Advisors, Inc. | 2,373 | $301.0K | 0.06% | +68+3.0% | Added |
| Sterling Investment Counsel, LLC | 2,376 | $300.8K | 0.07% | −1,086−31.4% | Reduced |
| First United Bank Trust | 2,375 | $300.6K | 0.09% | +48+2.1% | Added |
| Richwood Investment Advisors, LLC | 2,375 | $300.6K | 0.21% | +600+33.8% | Added |
| D'Orazio & Associates, Inc. | 2,371 | $300.1K | 0.03% | +63+2.7% | Added |
| Curat Global, LLC | 1,666 | $299.5K | 0.25% | −697−29.5% | Reduced |
| Enterprise Financial Services Corp | 2,362 | $299.0K | 0.12% | −206−8.0% | Reduced |
| Lloyd Advisory Services, LLC. | 2,360 | $298.7K | 0.12% | +2,276+2,709.5% | Added |
| YHB Investment Advisors, Inc. | 2,357 | $298.4K | 0.02% | +2,357 | New |
| Phoenix Wealth Advisors | 2,340 | $296.2K | 0.10% | +326+16.2% | Added |
| Weatherly Asset Management L. P. | 2,339 | $296.1K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,337 | $295.8K | 0.03% | +19+0.8% | Added |
| Total Clarity Wealth Management, Inc. | 2,330 | $294.9K | 0.06% | −60−2.5% | Reduced |
| Legacy Wealth Partners, LLC | 2,329 | $294.8K | 0.07% | +24+1.0% | Added |
| Arsenal Capital Advisors LLC | 2,325 | $294.3K | 0.17% | −165−6.6% | Reduced |
| Holistic Financial Partners | 2,323 | $294.0K | 0.18% | −1,074−31.6% | Reduced |
| Crown Wealth Group, LLC | 2,320 | $293.7K | 0.07% | +239+11.5% | Added |
| M. Kraus & Co | 2,312 | $292.7K | 0.08% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,300 | $291.1K | 0.08% | +2,300 | New |
| City State Bank | 2,292 | $290.1K | 0.07% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 2,291 | $290.0K | 0.20% | 00.0% | Unchanged |
| Premier Private Wealth Management LLC | 2,289 | $289.7K | 0.25% | +219+10.6% | Added |
| Kestra Investment Management, LLC | 2,288 | $289.6K | 0.01% | +2,288 | New |
| Rockland Trust Co | 2,272 | $287.6K | 0.01% | +103+4.7% | Added |
| KTF Investments, LLC | 2,270 | $287.3K | 0.03% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 2,268 | $287.1K | 0.05% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 2,265 | $286.7K | 0.14% | −439−16.2% | Reduced |
| Capital City Trust Co | 2,265 | $286.7K | 0.06% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,264 | $286.6K | 0.18% | +2,264 | New |
| Tower Wealth Partners, Inc. | 2,260 | $286.1K | 0.14% | +350+18.3% | Added |
| Severin Investments, LLC | 2,260 | $286.0K | 0.22% | +131+6.2% | Added |
| Cultivar Capital, Inc. | 2,258 | $285.8K | 0.18% | +23+1.0% | Added |
| Partners Capital Investment Group, LLP | 2,254 | $285.3K | 0.01% | +2,254 | New |
| Central Bank & Trust Co | 2,253 | $285.2K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,253 | $285.2K | 0.01% | −10.0% | Reduced |
| LSP Investment Advisors, LLC | 2,250 | $284.8K | 0.26% | −810−26.5% | Reduced |
| Manske Wealth Management | 2,244 | $284.1K | 0.07% | +10.0% | Added |