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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Acumen Wealth Advisors, LLC | 1,054 | $133.4K | 0.03% | +6+0.6% | Added |
| WPG Advisers, LLC | 1,046 | $132.4K | 0.08% | +235+29.0% | Added |
| Trust Co | 1,034 | $130.9K | 0.01% | +288+38.6% | Added |
| Miller Capital Partners, Inc. | 1,030 | $130.4K | 0.05% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,029 | $130.3K | 0.03% | +164+19.0% | Added |
| Advantage Trust Co | 1,029 | $130.3K | 0.05% | +630+157.9% | Added |
| Piscataqua Savings Bank | 1,029 | $130.2K | 0.09% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,026 | $129.9K | 0.40% | 00.0% | Unchanged |
| Copia Wealth Management | 1,017 | $128.8K | 0.08% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,009 | $127.7K | 0.03% | +96+10.5% | Added |
| Private Wealth Asset Management, LLC | 1,008 | $127.6K | 0.01% | 00.0% | Unchanged |
| Bayban | 1,006 | $127.3K | 0.10% | +120+13.5% | Added |
| Howard Capital Management Group, LLC | 1,003 | $127.0K | 0.01% | −10−1.0% | Reduced |
| Wealth Preservation Advisors, LLC | 1,000 | $126.6K | 0.07% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 999 | $126.5K | 0.01% | +226+29.2% | Added |
| Asset Dedication, LLC | 978 | $123.8K | 0.01% | +46+4.9% | Added |
| Southern Michigan Bank & Trust | 947 | $119.9K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 930 | $117.7K | 0.01% | −3−0.3% | Reduced |
| Prosperity Bancshares Inc | 917 | $116.1K | 0.08% | −53−5.5% | Reduced |
| Byrne Asset Management LLC | 908 | $114.9K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 896 | $113.4K | 0.05% | −30−3.2% | Reduced |
| GW&K Investment Management, LLC | 885 | $112.0K | 0.00% | +34+4.0% | Added |
| Coston, McIsaac & Partners | 890 | $112.0K | 0.02% | +62+7.5% | Added |
| Key Financial Inc | 857 | $108.5K | 0.02% | −19−2.2% | Reduced |
| POM Investment Strategies, LLC | 849 | $107.4K | 0.12% | −1,674−66.3% | Reduced |
| Pacifica Partners Inc. | 827 | $107.1K | 0.03% | −28−3.3% | Reduced |
| Kilter Group LLC | 839 | $106.2K | 0.04% | +83+11.0% | Added |
| SJS Investment Consulting Inc. | 820 | $103.8K | 0.01% | −129−13.6% | Reduced |
| Tower Trust & Investment Co | 819 | $103.7K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 817 | $103.4K | 0.02% | +127+18.4% | Added |
| RHL Group, LLC | 810 | $102.9K | 0.09% | +810 | New |
| PenderFund Capital Management Ltd. | 808 | $102.3K | 0.01% | +808 | New |
| Avalon Trust Co | 800 | $101.3K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 800 | $101.3K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 784 | $100.1K | 0.02% | +327+71.6% | Added |
| Keating Financial Advisory Services, Inc. | 767 | $97.1K | 0.01% | +134+21.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $96.6K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 758 | $95.9K | 0.05% | +758 | New |
| LRI Investments, LLC | 734 | $92.9K | 0.01% | +18+2.5% | Added |
| Aberdeen Wealth Management LLC | 725 | $91.8K | 0.04% | +725 | New |
| Luken Investment Analytics, LLC | 721 | $91.3K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 699 | $88.5K | 0.01% | +286+69.2% | Added |
| Sachetta, LLC | 681 | $86.2K | 0.04% | +60+9.7% | Added |
| PFS Partners, LLC | 679 | $86.0K | 0.03% | +5+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $84.4K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 653 | $82.7K | 0.05% | +653 | New |
| IMA Wealth, Inc. | 647 | $81.9K | 0.01% | +579+851.5% | Added |
| First Pacific Financial | 640 | $81.0K | 0.01% | −154−19.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 636 | $80.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 630 | $79.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 623 | $78.9K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $75.9K | 0.01% | 00.0% | Unchanged |
| First National Bank | 588 | $74.4K | 0.03% | +588 | New |
| 1248 Management, LLC | 587 | $74.3K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 573 | $72.5K | 0.04% | +2+0.4% | Added |
| Fortis Group Advisors, LLC | 570 | $72.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $71.3K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 553 | $70.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 544 | $68.9K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 523 | $66.2K | 0.01% | +523 | New |
| Perkins Coie Trust Co | 507 | $64.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 504 | $63.8K | 0.01% | +4+0.8% | Added |
| Western Pacific Wealth Management, LP | 504 | $63.8K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 501 | $63.4K | 0.19% | −948−65.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $63.3K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $63.3K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 494 | $62.5K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 470 | $61.5K | 0.04% | −229−32.8% | Reduced |
| Boyd Watterson Asset Management LLC | 479 | $60.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 472 | $60.0K | 0.04% | +5+1.1% | Added |
| Catalyst Capital Advisors LLC | 468 | $59.2K | 0.00% | −483−50.8% | Reduced |
| TSFG, LLC | 466 | $59.0K | 0.01% | +20+4.5% | Added |
| Cornerstone Planning Group LLC | 453 | $58.0K | 0.01% | +24+5.6% | Added |
| Horrell Capital Management, Inc. | 450 | $57.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 442 | $55.9K | 0.00% | +41+10.2% | Added |
| CGC Financial Services, LLC | 438 | $55.4K | 0.01% | +130+42.2% | Added |
| Motco | 434 | $54.9K | 0.00% | +17+4.1% | Added |
| S&T Bank | 434 | $54.9K | 0.02% | +238+121.4% | Added |
| Private Wealth Management Group, LLC | 423 | $53.5K | 0.01% | +137+47.9% | Added |
| LGT Financial Advisors LLC | 415 | $52.6K | 0.28% | +3+0.7% | Added |
| Bruce G. Allen Investments, LLC | 414 | $52.4K | 0.03% | −48−10.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 411 | $52.1K | 0.00% | −381−48.1% | Reduced |
| Monetary Solutions, Ltd | 401 | $50.8K | 0.04% | 00.0% | Unchanged |
| Key Capital Management, INC | 393 | $49.7K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 387 | $49.0K | 0.04% | +268+225.2% | Added |
| Bellevue Asset Management, LLC | 375 | $47.5K | 0.02% | +1+0.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 372 | $47.1K | 0.01% | −59−13.7% | Reduced |
| Bare Financial Services, Inc | 371 | $47.0K | 0.01% | +62+20.1% | Added |
| Midwest Capital Advisors, LLC | 370 | $46.9K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 368 | $46.5K | 0.02% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 362 | $45.8K | 0.04% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 357 | $45.2K | 0.01% | +20+5.9% | Added |
| Covestor Ltd | 355 | $45.0K | 0.03% | −13−3.5% | Reduced |
| Chilton Capital Management LLC | 355 | $44.9K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 349 | $44.2K | 0.01% | +25+7.7% | Added |
| First Community Trust NA | 348 | $44.0K | 0.02% | 00.0% | Unchanged |
| Kroeger Financial Partners | 348 | $44.0K | 0.04% | +348 | New |
| Redwood Park Advisors LLC | 348 | $44.0K | 0.03% | +3+0.9% | Added |
| Millstone Evans Group, LLC | 341 | $43.2K | 0.02% | +44+14.8% | Added |
| 1620 Investment Advisors, Inc. | 338 | $42.8K | 0.03% | 00.0% | Unchanged |