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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 331 | $41.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $41.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 328 | $41.5K | 0.01% | +15+4.8% | Added |
| DHJJ Financial Advisors, Ltd. | 324 | $41.0K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 323 | $40.9K | 0.02% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 323 | $40.9K | 0.15% | +323 | New |
| Avion Wealth | 322 | $40.0K | 0.01% | +39+13.8% | Added |
| Dunhill Financial, LLC | 314 | $39.8K | 0.01% | +116+58.6% | Added |
| Bell Investment Advisors, Inc | 313 | $39.6K | 0.01% | +98+45.6% | Added |
| Advocate Investing Services LLC | 311 | $39.4K | 0.03% | +3+1.0% | Added |
| Addison Advisors LLC | 310 | $39.2K | 0.02% | −1,097−78.0% | Reduced |
| Gill Capital Partners, LLC | 309 | $39.1K | 0.01% | +174+128.9% | Added |
| Prestige Wealth Management Group LLC | 304 | $38.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $38.0K | 0.01% | −200−40.0% | Reduced |
| Peck Wealth Management, LLC | 300 | $38.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 294 | $37.2K | 0.02% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 290 | $36.7K | 0.02% | −3−1.0% | Reduced |
| Ares Financial Consulting, LLC | 289 | $36.6K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 275 | $35.9K | 0.01% | +275 | New |
| TFC Financial Management | 268 | $34.0K | 0.00% | −85−24.1% | Reduced |
| Caitlin John, LLC | 267 | $33.8K | 0.02% | +101+60.8% | Added |
| Access Investment Management LLC | 262 | $33.2K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 260 | $33.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 257 | $32.5K | 0.01% | −50−16.3% | Reduced |
| Chapman Financial Group, LLC | 256 | $32.4K | 0.02% | −43−14.4% | Reduced |
| Blueline Advisors LLC | 256 | $32.4K | 0.02% | +80+45.5% | Added |
| Rialto Wealth Management, LLC | 256 | $32.4K | 0.01% | +213+495.3% | Added |
| Winch Advisory Services, LLC | 255 | $32.3K | 0.01% | +2+0.8% | Added |
| Lodestone Wealth Management LLC | 254 | $32.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 252 | $31.9K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 250 | $31.6K | 0.01% | −38−13.2% | Reduced |
| Lipe & Dalton | 243 | $31.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 237 | $30.0K | 0.00% | +14+6.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 235 | $29.7K | 0.01% | −2,145−90.1% | Reduced |
| Cornerstone Financial Management LLC | 234 | $29.6K | 0.02% | −78−25.0% | Reduced |
| Fountainhead AM, LLC | 233 | $29.5K | 0.02% | −148−38.8% | Reduced |
| Noble Wealth Management PBC | 233 | $29.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 232 | $29.4K | 0.01% | −24−9.4% | Reduced |
| Kerr Financial Planning Corp | 223 | $28.2K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 222 | $28.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 220 | $27.8K | 0.02% | −343−60.9% | Reduced |
| Abound Wealth Management | 216 | $27.4K | 0.01% | −156−41.9% | Reduced |
| Dorato Capital Management | 216 | $27.1K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 211 | $26.7K | 0.00% | +35+19.9% | Added |
| SOA Wealth Advisors, LLC. | 208 | $26.3K | 0.00% | +1+0.5% | Added |
| Triumph Capital Management | 207 | $26.2K | 0.00% | +25+13.7% | Added |
| American Capital Advisory, LLC | 206 | $26.1K | 0.01% | +19+10.2% | Added |
| Tanglewood Legacy Advisors, LLC | 206 | $26.1K | 0.01% | +206 | New |
| GoalVest Advisory LLC | 205 | $25.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 202 | $25.6K | 0.03% | −11−5.2% | Reduced |
| High Note Wealth, LLC | 202 | $25.6K | 0.00% | +41+25.5% | Added |
| NorthAvenue LLC | 200 | $25.3K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 195 | $24.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 190 | $24.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 188 | $23.8K | 0.01% | +2+1.1% | Added |
| ORG Wealth Partners, LLC | 185 | $23.5K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 185 | $23.4K | 0.03% | +185 | New |
| Allied Private Wealth LLC | 184 | $23.3K | 0.01% | +184 | New |
| 1 North Wealth Services LLC | 183 | $23.2K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 183 | $23.2K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 179 | $23.0K | 0.00% | +179 | New |
| Vanguard National Trust Co | 181 | $22.9K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 181 | $22.9K | 0.00% | +181 | New |
| Montgomery Financial Services LLC | 181 | $22.9K | 0.02% | +181 | New |
| CDKV Holdings LLC | 178 | $22.5K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 175 | $22.2K | 0.01% | −12−6.4% | Reduced |
| Mascoma Wealth Management LLC | 175 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 171 | $21.6K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 169 | $21.4K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 168 | $21.4K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 168 | $21.3K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 168 | $21.3K | 0.00% | +168 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 167 | $21.1K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 167 | $21.1K | 0.01% | +68+68.7% | Added |
| Marquette Asset Management, LLC | 162 | $20.5K | 0.00% | +12+8.0% | Added |
| Wiser Advisor Group LLC | 160 | $20.3K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 159 | $20.1K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 157 | $20.0K | 0.01% | +1+0.6% | Added |
| Leo H. Evart, Inc. | 156 | $19.7K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 155 | $19.6K | 0.00% | +155 | New |
| Insight Financial Services | 154 | $19.5K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 151 | $19.1K | 0.00% | +151 | New |
| Richard W. Paul & Associates, LLC | 149 | $18.9K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 149 | $18.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 148 | $18.7K | 0.01% | +4+2.8% | Added |
| Ramirez Asset Management, Inc. | 144 | $18.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 140 | $17.7K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 138 | $17.5K | 0.00% | +38+38.0% | Added |
| IAG Wealth Partners, LLC | 136 | $17.2K | 0.00% | −139−50.5% | Reduced |
| Financial Gravity Companies, Inc. | 134 | $17.0K | 0.00% | +134 | New |
| ESL Trust Services, LLC | 131 | $16.6K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 129 | $16.3K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 129 | $16.3K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 129 | $16.3K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 126 | $15.9K | 0.00% | −20−13.7% | Reduced |
| TD Capital Management LLC | 121 | $15.3K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 120 | $15.2K | 0.00% | +120 | New |
| Davis Capital Management | 118 | $14.9K | 0.01% | +16+15.7% | Added |
| Decker Retirement Planning Inc. | 117 | $14.8K | 0.01% | +117 | New |
| Rakuten Securities, Inc. | 115 | $14.6K | 0.00% | +29+33.7% | Added |