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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 1,934 | $244.8K | 0.07% | +172+9.8% | Added |
| Semus Wealth Partners LLC | 1,933 | $244.7K | 0.12% | +16+0.8% | Added |
| Old Point Trust & Financial Services N A | 1,931 | $244.4K | 0.07% | −343−15.1% | Reduced |
| OneAscent Wealth Management LLC | 1,922 | $243.2K | 0.07% | −31−1.6% | Reduced |
| Strategic Investment Solutions, Inc. | 1,921 | $243.2K | 0.06% | +7+0.4% | Added |
| Leelyn Smith, LLC | 1,921 | $243.1K | 0.03% | +44+2.3% | Added |
| Sym Financial Corp | 1,919 | $242.9K | 0.02% | +1,919 | New |
| Meridian Financial, LLC | 1,908 | $241.5K | 0.12% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,905 | $241.2K | 0.07% | −63−3.2% | Reduced |
| Burns J W & Co Inc | 1,905 | $241.1K | 0.03% | +7+0.4% | Added |
| Second Half Financial Partners, LLC | 1,901 | $240.7K | 0.10% | +102+5.7% | Added |
| Hamilton Capital, LLC | 1,898 | $240.2K | 0.01% | +326+20.7% | Added |
| McLean Asset Management Corp | 1,914 | $240.0K | 0.03% | −21−1.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,896 | $240.0K | 0.08% | 00.0% | Unchanged |
| Havemeyer Place LP | 1,893 | $239.6K | 0.02% | +1,893 | New |
| Founders Financial Securities LLC | 1,889 | $239.1K | 0.01% | +352+22.9% | Added |
| Waterfront Wealth Inc. | 1,903 | $238.8K | 0.04% | +1,903 | New |
| Silvant Capital Management LLC | 1,886 | $238.7K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 1,885 | $238.6K | 0.04% | −31−1.6% | Reduced |
| West Chester Capital Advisors, Inc | 1,881 | $238.1K | 0.16% | −718−27.6% | Reduced |
| Stokes Family Office, LLC | 1,880 | $238.0K | 0.03% | −364−16.2% | Reduced |
| Prosperity Financial Group, Inc. | 1,880 | $238.0K | 0.07% | +17+0.9% | Added |
| Consolidated Planning Corp | 1,871 | $236.9K | 0.03% | −172−8.4% | Reduced |
| Bullock Wealth Management Group | 1,871 | $235.3K | 0.10% | +164+9.6% | Added |
| Colton Groome Financial Advisors, LLC | 1,858 | $235.1K | 0.06% | +1,858 | New |
| Liberty Wealth Management LLC | 1,791 | $234.6K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,848 | $233.9K | 0.02% | −127−6.4% | Reduced |
| Beacon Financial Advisory LLC | 1,847 | $233.9K | 0.05% | +276+17.6% | Added |
| PKS Advisory Services, LLC | 1,848 | $233.8K | 0.04% | +1,848 | New |
| Kornitzer Capital Management Inc | 1,844 | $233.4K | 0.00% | −141−7.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,840 | $232.9K | 0.05% | +41+2.3% | Added |
| American Money Management, LLC | 1,839 | $232.8K | 0.03% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,837 | $232.5K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,835 | $232.3K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,833 | $232.0K | 0.08% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,828 | $231.3K | 0.02% | −2,459−57.4% | Reduced |
| Wright Wealth LLC | 1,827 | $231.3K | 0.14% | +7+0.4% | Added |
| Strathmore Capital Advisors, Inc. | 1,836 | $231.1K | 0.06% | +130+7.6% | Added |
| Sentry LLC | 1,822 | $230.6K | 0.06% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,818 | $230.1K | 0.05% | +1,818 | New |
| Fortitude Advisory Group L.L.C. | 1,817 | $230.0K | 0.09% | +73+4.2% | Added |
| Dopkins Wealth Management, LLC | 1,816 | $229.9K | 0.08% | +1,816 | New |
| O'Domhnaill Enterprises, Inc. | 1,814 | $229.6K | 0.18% | +123+7.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $229.2K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,810 | $229.1K | 0.00% | +70+4.0% | Added |
| Weaver Consulting Group | 1,806 | $228.5K | 0.05% | −12−0.7% | Reduced |
| Everstar Asset Management, LLC | 1,805 | $228.5K | 0.11% | −86−4.5% | Reduced |
| Stokes Capital Advisors, LLC | 1,805 | $228.5K | 0.05% | +261+16.9% | Added |
| Joule Financial, LLC | 1,803 | $228.3K | 0.06% | +38+2.2% | Added |
| Old Peak Finance LLC | 1,802 | $228.1K | 0.11% | +1,802 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,800 | $227.8K | 0.02% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 1,800 | $227.8K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,791 | $227.0K | 0.07% | −652−26.7% | Reduced |
| Chung Wu Investment Group, LLC | 1,790 | $226.6K | 0.15% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,781 | $225.4K | 0.14% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 1,781 | $225.0K | 0.08% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 1,775 | $224.7K | 0.14% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,775 | $224.7K | 0.03% | +31+1.8% | Added |
| Wealth Management Nebraska | 1,769 | $224.0K | 0.02% | +108+6.5% | Added |
| Black Diamond Financial, LLC | 1,768 | $223.8K | 0.02% | −1−0.1% | Reduced |
| Regatta Capital Group, LLC | 1,767 | $223.7K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,766 | $223.5K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 1,764 | $223.3K | 0.02% | −24,274−93.2% | Reduced |
| Compass Wealth Management, LLC | 1,759 | $222.7K | 0.09% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,757 | $222.5K | 0.07% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,755 | $222.1K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,753 | $221.9K | 0.04% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,751 | $221.6K | 0.14% | 00.0% | Unchanged |
| Bender Robert & Associates | 1,748 | $221.3K | 0.05% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 1,748 | $221.3K | 0.09% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,747 | $221.1K | 0.02% | +1,747 | New |
| Wellspring Financial Advisors, LLC | 1,744 | $221.1K | 0.01% | −35−2.0% | Reduced |
| Madrona Financial Services, LLC | 1,736 | $219.8K | 0.04% | +1,736 | New |
| Granite Harbor Advisors, Inc. | 1,734 | $219.5K | 0.09% | +82+5.0% | Added |
| Wingate Wealth Advisors, Inc. | 1,733 | $219.4K | 0.10% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 1,730 | $219.0K | 0.11% | −12−0.7% | Reduced |
| S Harris Financial Group, LLC | 1,729 | $218.9K | 0.17% | +23+1.3% | Added |
| Old Second National Bank of Aurora | 1,726 | $218.5K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,724 | $218.2K | 0.00% | +154+9.8% | Added |
| First Financial Corp | 1,720 | $217.7K | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,719 | $217.6K | 0.09% | −440−20.4% | Reduced |
| Old Mission Investment Co LLC | 1,717 | $217.3K | 0.05% | +28+1.7% | Added |
| Rather & Kittrell, Inc. | 1,715 | $217.1K | 0.03% | +29+1.7% | Added |
| Client 1st Advisory Group, LLC | 1,712 | $216.7K | 0.06% | +171+11.1% | Added |
| Capstone Wealth Management Group, Inc. | 1,712 | $216.7K | 0.13% | +1,712 | New |
| LVZ Advisors, Inc. | 1,708 | $216.2K | 0.02% | +27+1.6% | Added |
| WESPAC Advisors SoCal, LLC | 1,704 | $215.7K | 0.04% | +1,704 | New |
| BNB Wealth Management, LLC | 1,702 | $215.4K | 0.12% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,702 | $215.4K | 0.06% | +1+0.1% | Added |
| Private Client Services, LLC | 1,699 | $215.1K | 0.06% | +110+6.9% | Added |
| F/M Investments LLC | 1,695 | $214.6K | 0.01% | −2−0.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,692 | $214.2K | 0.05% | −6−0.4% | Reduced |
| MBE Wealth Management, LLC | 1,692 | $214.1K | 0.08% | −330−16.3% | Reduced |
| Fairscale Capital, LLC | 1,691 | $214.0K | 0.13% | 00.0% | Unchanged |
| Hopwood Nicholas Hunter | 1,690 | $213.9K | 0.06% | +17+1.0% | Added |
| Caliber Wealth Management, LLC | 1,688 | $213.7K | 0.02% | +32+1.9% | Added |
| Eagle Rock Investment Company, LLC | 1,685 | $213.3K | 0.03% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $212.9K | 0.15% | – | – |
| Ellenbecker Investment Group | 1,678 | $212.4K | 0.02% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,677 | $212.3K | 0.02% | −176−9.5% | Reduced |