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 |
|---|---|---|---|---|---|
| Basecamp Wealth Advisors LLC | 2,244 | $284.0K | 0.05% | −4−0.2% | Reduced |
| Kennebec Savings Bank | 2,239 | $283.4K | 0.23% | −40−1.8% | Reduced |
| Sunflower Bank, N.A. | 2,238 | $283.3K | 0.07% | +7+0.3% | Added |
| Klingman & Associates, LLC | 2,237 | $283.2K | 0.01% | +53+2.4% | Added |
| Adkins Seale Capital Management LLC | 2,236 | $283.0K | 0.25% | 00.0% | Unchanged |
| Inceptionr LLC | 2,234 | $282.8K | 0.07% | +2,234 | New |
| Berkshire Asset Management LLC | 2,225 | $281.7K | 0.01% | −47−2.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,206 | $280.0K | 0.07% | +102+4.8% | Added |
| Matrix Private Capital Group LLC | 2,201 | $278.6K | 0.12% | 00.0% | Unchanged |
| CSS LLC | 2,200 | $278.5K | 0.01% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 2,200 | $278.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 2,196 | $278.0K | 0.04% | −150−6.4% | Reduced |
| Peddock Capital Advisors, LLC | 2,195 | $277.8K | 0.06% | +120+5.8% | Added |
| Buttonwood Financial Advisors Inc. | 2,190 | $277.2K | 0.08% | −4−0.2% | Reduced |
| Joel Adams & Associates, Inc. | 2,189 | $277.1K | 0.18% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 2,147 | $276.6K | 0.10% | +71+3.4% | Added |
| Roble, Belko & Company, Inc | 2,182 | $276.0K | 0.03% | 00.0% | Unchanged |
| Fiscal Wisdom Wealth Management, LLC | 2,177 | $275.6K | 0.23% | +2,177 | New |
| Veratis Advisors, Inc. | 2,175 | $275.3K | 0.19% | +2,175 | New |
| M.E. Allison & Co., Inc. | 2,173 | $275.1K | 0.16% | −25−1.1% | Reduced |
| Pallas Capital Advisors LLC | 2,170 | $274.7K | 0.01% | −138−6.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,156 | $273.0K | 0.02% | +139+6.9% | Added |
| Legacy Capital Wealth Partners, LLC | 2,156 | $273.0K | 0.05% | +21+1.0% | Added |
| Patrick M Sweeney & Associates, Inc | 2,156 | $272.9K | 0.16% | +65+3.1% | Added |
| Hilltop National Bank | 2,154 | $272.7K | 0.06% | −211−8.9% | Reduced |
| Perennial Investment Advisors, LLC | 2,153 | $272.5K | 0.02% | −441−17.0% | Reduced |
| Red Wave Investments LLC | 2,153 | $272.5K | 0.07% | −270−11.1% | Reduced |
| Auxano Advisors, LLC | 2,152 | $272.4K | 0.05% | −5−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 2,144 | $271.4K | 0.02% | −126−5.6% | Reduced |
| Front Row Advisors LLC | 2,202 | $271.3K | 0.08% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 2,137 | $270.4K | 0.15% | −104−4.6% | Reduced |
| Summitry LLC | 2,130 | $269.6K | 0.01% | +2,130 | New |
| IVC Wealth Advisors LLC | 2,130 | $269.6K | 0.11% | +173+8.8% | Added |
| Tilia Fiduciary Partners, Inc. | 2,129 | $269.4K | 0.13% | +3+0.1% | Added |
| Balance Wealth, LLC | 2,128 | $269.3K | 0.07% | −195−8.4% | Reduced |
| Onefund, LLC | 2,124 | $268.9K | 0.15% | −13−0.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,133 | $268.7K | 0.08% | +15+0.7% | Added |
| Washington Trust Advisors, Inc. | 2,121 | $268.5K | 0.02% | +163+8.3% | Added |
| Waterloo Capital, L.P. | 2,120 | $268.3K | 0.02% | −3,308−60.9% | Reduced |
| Cypress Asset Management Inc | 2,118 | $268.1K | 0.05% | +160+8.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,117 | $268.0K | 0.07% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,109 | $267.0K | 0.07% | +16+0.8% | Added |
| Clear Wave Wealth Management LLC | 2,109 | $267.0K | 0.06% | +43+2.1% | Added |
| Blue Capital, Inc. | 2,109 | $267.0K | 0.17% | +269+14.6% | Added |
| Provident Wealth Management, LLC | 2,108 | $266.8K | 0.07% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 2,103 | $266.2K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,097 | $265.4K | 0.04% | −360−14.7% | Reduced |
| Essex Investment Management Co LLC | 2,096 | $265.3K | 0.03% | −9−0.4% | Reduced |
| Commonwealth Financial Services, LLC | 2,087 | $264.1K | 0.04% | +105+5.3% | Added |
| Howe & Rusling Inc | 2,083 | $263.7K | 0.02% | +2,083 | New |
| Bailard, Inc. | 2,080 | $263.3K | 0.01% | −75−3.5% | Reduced |
| Canopy Partners, LLC | 2,080 | $263.3K | 0.08% | +130+6.7% | Added |
| Walker Financial Services, Inc. | 2,076 | $262.8K | 0.08% | +2,076 | New |
| Plancorp, LLC | 2,065 | $262.0K | 0.01% | +289+16.3% | Added |
| Financial Consulate, Inc | 2,061 | $260.9K | 0.03% | +111+5.7% | Added |
| Peak Planning Group, LLC | 2,061 | $260.9K | 0.06% | −243−10.5% | Reduced |
| HBW Advisory Services LLC | 2,046 | $259.0K | 0.02% | +2,046 | New |
| Beaumont Financial Advisors, LLC | 2,043 | $258.6K | 0.02% | +20+1.0% | Added |
| MKT Advisors LLC | 2,016 | $258.5K | 0.08% | −204−9.2% | Reduced |
| Commonwealth Retirement Investments LLC | 2,038 | $258.0K | 0.07% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 2,033 | $257.3K | 0.08% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 2,031 | $257.1K | 0.08% | +2+0.1% | Added |
| Marietta Investment Partners LLC | 2,025 | $256.3K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 2,025 | $256.3K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,024 | $256.2K | 0.02% | +5+0.2% | Added |
| Colonial River Wealth Management, LLC | 2,023 | $256.1K | 0.07% | +9+0.4% | Added |
| Enclave Advisors LLC | 2,021 | $255.8K | 0.03% | +4+0.2% | Added |
| William John Sempolinski | 2,020 | $255.7K | 0.10% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,014 | $254.9K | 0.00% | −397−16.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,013 | $254.8K | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,009 | $254.3K | 0.14% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,006 | $254.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,006 | $253.9K | 0.03% | +119+6.3% | Added |
| Graver Capital Management, LLC | 2,000 | $253.2K | 0.18% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,998 | $252.9K | 0.02% | +36+1.8% | Added |
| UMA Financial Services, Inc. | 1,995 | $252.5K | 0.03% | +81+4.2% | Added |
| Van Diest Capital, LLC | 1,995 | $252.5K | 0.23% | −608−23.4% | Reduced |
| Partners Wealth Management, LLC | 1,994 | $252.4K | 0.25% | −102−4.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,990 | $251.9K | 0.03% | −104−5.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,985 | $251.3K | 0.00% | +1,985 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,985 | $251.2K | 0.02% | +13+0.7% | Added |
| Blossom Wealth Management | 1,984 | $251.1K | 0.35% | −200−9.2% | Reduced |
| Fragasso Group Inc. | 1,983 | $251.0K | 0.01% | +82+4.3% | Added |
| WealthTrust Asset Management, LLC | 1,982 | $250.9K | 0.14% | +8+0.4% | Added |
| Affinity Capital Advisors, LLC | 1,991 | $250.8K | 0.03% | +1,991 | New |
| Atlantic Family Wealth, LLC | 1,981 | $250.8K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,978 | $250.4K | 0.00% | +106+5.7% | Added |
| Sivia Capital Partners, LLC | 1,978 | $250.4K | 0.03% | +1,978 | New |
| Hanlon Investment Management, Inc. | 1,972 | $249.6K | 0.13% | −106−5.1% | Reduced |
| TrustBank | 1,972 | $249.6K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,968 | $249.1K | 0.11% | +5+0.3% | Added |
| Ferguson Shapiro LLC | 1,965 | $248.8K | 0.07% | +16+0.8% | Added |
| Liberty Capital Management, Inc. | 1,964 | $248.6K | 0.04% | +1,964 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,961 | $248.3K | 0.09% | −35−1.8% | Reduced |
| World Equity Group, Inc. | 1,948 | $246.6K | 0.06% | −28−1.4% | Reduced |
| Walleye Capital LLC | 1,947 | $246.5K | 0.00% | +804+70.3% | Added |
| tru Independence LLC | 1,945 | $246.2K | 0.11% | +17+0.9% | Added |
| Alphadyne Asset Management LP | 1,943 | $245.9K | 0.01% | −1,594−45.1% | Reduced |
| Planned Solutions, Inc. | 1,939 | $245.4K | 0.07% | +60+3.2% | Added |
| Eagle Strategies LLC | 1,935 | $244.9K | 0.02% | +7+0.4% | Added |