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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 1,674 | $211.9K | 0.00% | −284−14.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,669 | $211.3K | 0.08% | +4+0.2% | Added |
| Alternative Investment Advisors, LLC. | 1,668 | $211.2K | 0.08% | +48+3.0% | Added |
| Allianz SE | 1,666 | $210.9K | 0.00% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,666 | $210.9K | 0.02% | +1,666 | New |
| Smith Partners Wealth Management, LLC | 1,664 | $210.6K | 0.17% | −136−7.6% | Reduced |
| Sharp Financial Services, LLC | 1,661 | $210.2K | 0.10% | −215−11.5% | Reduced |
| Annex Advisory Services, LLC | 1,656 | $209.6K | 0.00% | −149−8.3% | Reduced |
| Good Harbor Advisors, Inc. | 1,655 | $209.5K | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,653 | $209.2K | 0.06% | −49−2.9% | Reduced |
| Mirador Capital Partners LP | 1,653 | $209.2K | 0.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,653 | $209.2K | 0.01% | +1,653 | New |
| SkyOak Wealth, LLC | 1,652 | $209.1K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,651 | $209.0K | 0.06% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,648 | $208.6K | 0.14% | +176+12.0% | Added |
| GDS Wealth Management | 1,647 | $208.5K | 0.01% | +1,647 | New |
| TCTC Holdings, LLC | 1,646 | $208.4K | 0.01% | +118+7.7% | Added |
| MQS Management LLC | 1,644 | $208.1K | 0.25% | +1,644 | New |
| First American Trust, FSB | 1,643 | $208.0K | 0.01% | +22+1.4% | Added |
| McAdam, LLC | 1,642 | $207.8K | 0.01% | +1,642 | New |
| Compass Ion Advisors, LLC | 1,639 | $207.5K | 0.02% | −26−1.6% | Reduced |
| Evolution Wealth Management Inc. | 1,638 | $207.3K | 0.12% | +1,045+176.2% | Added |
| Marin Bay Wealth Advisors, LLC | 1,637 | $207.3K | 0.11% | −1,117−40.6% | Reduced |
| Swan Global Investments, LLC | 1,635 | $207.0K | 0.01% | +1,635 | New |
| Chancellor Financial Group WB LP | 1,633 | $206.7K | 0.13% | +5+0.3% | Added |
| Crew Capital Management, Ltd. | 1,631 | $206.5K | 0.11% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,628 | $206.1K | 0.16% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,628 | $206.1K | 0.07% | +6+0.4% | Added |
| Entelevest, LLC | 1,625 | $205.7K | 0.18% | +1,625 | New |
| J.M. Arbour, LLC | 1,624 | $205.6K | 0.18% | +94+6.1% | Added |
| SPWM Advisors LLC | 1,644 | $205.6K | 0.19% | −62−3.6% | Reduced |
| Stonebrook Private Inc. | 1,623 | $205.4K | 0.04% | +1,623 | New |
| Koss-Olinger Consulting, LLC | 1,622 | $205.3K | 0.02% | +11+0.7% | Added |
| Brighton Securities Corp. | 1,622 | $205.3K | 0.09% | −113−6.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,615 | $204.4K | 0.00% | −1,582−49.5% | Reduced |
| KC Investment Advisors, LLC | 1,609 | $203.7K | 0.04% | +7+0.4% | Added |
| Northeast Investment Management | 1,605 | $203.2K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,605 | $203.1K | 0.01% | +1,605 | New |
| Fusion Capital, LLC | 1,605 | $203.1K | 0.05% | +2+0.1% | Added |
| Capula Management Ltd | 1,604 | $203.0K | 0.00% | −8,901−84.7% | Reduced |
| 180 Wealth Advisors, LLC | 1,603 | $202.9K | 0.02% | +7+0.4% | Added |
| Arbor Wealth Advisors LLC | 1,602 | $202.8K | 0.12% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,602 | $202.8K | 0.13% | −74−4.4% | Reduced |
| Buckhead Capital Management LLC | 1,599 | $202.4K | 0.07% | +1,599 | New |
| Quadrant Private Wealth Management, LLC | 1,599 | $202.3K | 0.05% | +1,599 | New |
| A. D. Beadell Investment Counsel, Inc. | 1,599 | $202.0K | 0.13% | +9+0.6% | Added |
| Zhang Financial LLC | 1,592 | $201.5K | 0.01% | +1+0.1% | Added |
| TruNorth Capital Management, LLC | 1,590 | $201.3K | 0.03% | +1,590 | New |
| Strategies Wealth Advisors, LLC | 1,584 | $200.5K | 0.02% | +1+0.1% | Added |
| Peak Retirement Planning, Inc. | 1,583 | $200.3K | 0.03% | −97−5.8% | Reduced |
| Valley National Advisers Inc | 1,558 | $197.2K | 0.02% | −24−1.5% | Reduced |
| Knuff & Co LLC | 1,540 | $194.9K | 0.05% | +182+13.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,508 | $190.9K | 0.04% | +126+9.1% | Added |
| Morse Asset Management, Inc | 1,500 | $189.9K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,481 | $187.5K | 0.04% | +553+59.6% | Added |
| CrossGen Wealth, LLC | 1,480 | $187.4K | 0.15% | −422−22.2% | Reduced |
| Dogwood Wealth Management LLC | 1,475 | $186.7K | 0.07% | −3,903−72.6% | Reduced |
| IMG Wealth Management, Inc. | 1,454 | $184.0K | 0.10% | +14+1.0% | Added |
| Center for Financial Planning, Inc. | 1,438 | $182.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,402 | $177.5K | 0.09% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1,392 | $176.2K | 0.05% | +1,392 | New |
| Vision Financial Markets LLC | 1,395 | $175.9K | 0.15% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,368 | $173.2K | 0.02% | +11+0.8% | Added |
| Institute for Wealth Management, LLC. | 1,360 | $172.1K | 0.02% | +1,360 | New |
| Nemes Rush Group LLC | 1,352 | $171.1K | 0.01% | −427−24.0% | Reduced |
| Fortitude Family Office, LLC | 1,348 | $170.6K | 0.03% | −9−0.7% | Reduced |
| Atwood & Palmer Inc | 1,348 | $170.6K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,332 | $168.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,331 | $168.5K | 0.04% | −200−13.1% | Reduced |
| Godfrey Financial Associates, Inc. | 1,327 | $168.0K | 0.13% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,318 | $166.8K | 0.01% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,302 | $164.8K | 0.01% | +612+88.7% | Added |
| Action Point Financial Planning, LLC | 1,306 | $164.6K | 0.02% | +1,306 | New |
| Global Trust Asset Management, LLC | 1,295 | $164.0K | 0.05% | +46+3.7% | Added |
| Hager Investment Management Services, LLC | 1,290 | $163.3K | 0.08% | −85−6.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,270 | $160.7K | 0.04% | +1+0.1% | Added |
| Coastline Trust Co | 1,266 | $160.3K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 1,265 | $160.2K | 0.16% | −254−16.7% | Reduced |
| S.A. Mason LLC | 1,240 | $157.0K | 0.05% | +25+2.1% | Added |
| GHP Investment Advisors, Inc. | 1,238 | $156.7K | 0.01% | +102+9.0% | Added |
| Cranbrook Wealth Management, LLC | 1,233 | $156.1K | 0.03% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 1,232 | $155.9K | 0.10% | −555−31.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,216 | $153.9K | 0.05% | −212−14.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,205 | $152.7K | 0.05% | −406−25.2% | Reduced |
| Holos Integrated Wealth LLC | 1,188 | $152.3K | 0.07% | −83−6.5% | Reduced |
| Aventura Private Wealth, LLC | 1,201 | $152.0K | 0.05% | +183+18.0% | Added |
| Security National Bank of Sioux City Iowa | 1,199 | $151.8K | 0.06% | +1,199 | New |
| Cutler Capital Management, LLC | 1,183 | $149.7K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,172 | $148.4K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 1,163 | $147.2K | 0.03% | +853+275.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,134 | $143.5K | 0.04% | +254+28.9% | Added |
| Webster Bank, N. A. | 1,132 | $143.3K | 0.01% | +73+6.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,125 | $142.4K | 0.02% | +1,125 | New |
| Bravera Wealth | 1,121 | $141.9K | 0.05% | −33−2.9% | Reduced |
| Purpose Unlimited Inc. | 1,106 | $140.0K | 0.01% | −80−6.7% | Reduced |
| LifeSteps Financial, Inc. | 1,100 | $139.2K | 0.06% | +1,100 | New |
| Westside Investment Management, Inc. | 1,099 | $139.1K | 0.02% | −17−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,096 | $139.0K | 0.01% | +30+2.8% | Added |
| Bay Harbor Wealth Management, LLC | 1,088 | $137.7K | 0.03% | +1,017+1,432.4% | Added |
| Investment Research & Advisory Group, Inc. | 1,062 | $135.8K | 0.04% | +413+63.6% | Added |