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
- 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
- 1,136 more added
- Sold out
- 136
- 812 more reduced
34 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 | 2,485 | $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 |
|---|---|---|---|---|---|
| Blair William & Co | 99,204 | $12.6M | 0.03% | +6,675+7.2% | Added |
| Oak Harvest Investment Services | 97,620 | $12.4M | 1.16% | +650+0.7% | Added |
| NorthCrest Asset Manangement, LLC | 98,344 | $12.3M | 0.32% | +3,540+3.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 97,029 | $12.3M | 0.01% | −25,275−20.7% | Reduced |
| Azimuth Capital Investment Management LLC | 96,334 | $12.2M | 0.41% | +363+0.4% | Added |
| Lido Advisors, LLC | 95,906 | $12.1M | 0.04% | +34,015+55.0% | Added |
| Oregon Public Employees Retirement Fund | 95,873 | $12.1M | 0.13% | +6,753+7.6% | Added |
| Yousif Capital Management, LLC | 95,634 | $12.1M | 0.14% | −5,575−5.5% | Reduced |
| Public Employees Retirement Association of Colorado | 95,589 | $12.1M | 0.04% | −3,555−3.6% | Reduced |
| Tectonic Advisors LLC | 95,497 | $12.1M | 0.58% | +6,302+7.1% | Added |
| First Horizon Corp | 95,007 | $12.0M | 0.46% | +1,364+1.5% | Added |
| SageGuard Financial Group, LLC | 94,682 | $12.0M | 1.68% | −2,391−2.5% | Reduced |
| HFR Wealth Management, LLC | 93,901 | $11.9M | 2.90% | −3,820−3.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 93,335 | $11.8M | 0.09% | +474+0.5% | Added |
| Biondo Investment Advisors, LLC | 93,081 | $11.8M | 1.44% | −1,331−1.4% | Reduced |
| Oppenheimer & Co Inc | 91,614 | $11.6M | 0.12% | +2,394+2.7% | Added |
| Hennessy Advisors Inc | 89,187 | $11.3M | 0.36% | −5,700−6.0% | Reduced |
| HB Wealth Management, LLC | 88,049 | $11.1M | 0.06% | +5,203+6.3% | Added |
| Fairview Capital Investment Management, LLC | 87,623 | $11.1M | 0.59% | +38,430+78.1% | Added |
| Cyndeo Wealth Partners, LLC | 86,700 | $11.0M | 0.52% | +2,722+3.2% | Added |
| Capital Investment Advisory Services, LLC | 86,374 | $10.9M | 0.67% | +1,234+1.4% | Added |
| Rafferty Asset Management, LLC | 86,106 | $10.9M | 0.02% | +23,169+36.8% | Added |
| Adviser Investments LLC | 86,020 | $10.9M | 0.10% | +29,116+51.2% | Added |
| UniSuper Management Pty Ltd | 85,964 | $10.9M | 0.06% | +24,103+39.0% | Added |
| J.W. Cole Advisors, Inc. | 85,648 | $10.8M | 0.19% | −6,354−6.9% | Reduced |
| Tower Bridge Advisors | 85,105 | $10.8M | 0.97% | −2,999−3.4% | Reduced |
| Alley Investment Management Company, LLC | 84,809 | $10.7M | 1.25% | −2,335−2.7% | Reduced |
| Metis Global Partners, LLC | 84,401 | $10.7M | 0.24% | +1,459+1.8% | Added |
| Bell Bank | 82,648 | $10.5M | 0.40% | +2,950+3.7% | Added |
| Anchor Investment Management, LLC | 82,510 | $10.4M | 0.79% | −431−0.5% | Reduced |
| Intact Investment Management Inc. | 82,200 | $10.4M | 0.30% | −600−0.7% | Reduced |
| Romano Brothers and Company | 80,941 | $10.2M | 1.03% | −1,181−1.4% | Reduced |
| Tompkins Financial Corp | 80,865 | $10.2M | 0.72% | −929−1.1% | Reduced |
| Benjamin Edwards Inc | 80,744 | $10.2M | 0.09% | +178+0.2% | Added |
| Mutual of America Capital Management LLC | 80,322 | $10.2M | 0.10% | −2,377−2.9% | Reduced |
| Advisory Services Network, LLC | 79,942 | $10.1M | 0.12% | +3,963+5.2% | Added |
| Harbour Investments, Inc. | 78,752 | $9.97M | 0.13% | −3,297−4.0% | Reduced |
| Advocate Group LLC | 78,306 | $9.91M | 1.49% | +1,778+2.3% | Added |
| Savant Capital, LLC | 77,815 | $9.82M | 0.03% | +10,514+15.6% | Added |
| Kestra Private Wealth Services, LLC | 77,585 | $9.82M | 0.11% | +5,129+7.1% | Added |
| Visionary Wealth Advisors | 77,162 | $9.77M | 0.39% | +2,120+2.8% | Added |
| Farther Finance Advisors, LLC | 76,905 | $9.74M | 0.08% | +15,417+25.1% | Added |
| Advisors Management Group Inc | 76,759 | $9.72M | 1.61% | −4,102−5.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 76,697 | $9.71M | 0.24% | +679+0.9% | Added |
| XTX Topco Ltd | 76,512 | $9.68M | 0.13% | −73,687−49.1% | Reduced |
| State of Alaska, Department of Revenue | 76,386 | $9.67M | 0.10% | −2,281−2.9% | Reduced |
| Private Advisor Group, LLC | 75,287 | $9.53M | 0.04% | −12,812−14.5% | Reduced |
| Kingsview Wealth Management, LLC | 74,137 | $9.38M | 0.11% | +3,674+5.2% | Added |
| Camden National Bank | 73,855 | $9.35M | 1.22% | +929+1.3% | Added |
| Bellars Harris Wealth Management, LLC | 73,740 | $9.33M | 1.90% | +73,740 | New |
| Allstate Corp | 73,439 | $9.30M | 0.09% | +1,285+1.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 71,273 | $9.02M | 0.13% | +71,273 | New |
| Ilex Capital Partners (UK) LLP | 70,612 | $8.94M | 0.18% | +70,612 | New |
| KBC Group NV | 70,498 | $8.92M | 0.02% | +129+0.2% | Added |
| Merit Financial Group, LLC | 70,386 | $8.91M | 0.06% | +9,560+15.7% | Added |
| Glenmede Trust Co NA | 69,499 | $8.80M | 0.04% | −3,633−5.0% | Reduced |
| Linscomb & Williams, Inc. | 68,815 | $8.71M | 0.38% | −6,717−8.9% | Reduced |
| Beacon Pointe Advisors, LLC | 68,769 | $8.70M | 0.04% | −3,792−5.2% | Reduced |
| Argent Trust Co | 67,492 | $8.54M | 0.25% | +4,574+7.3% | Added |
| Prime Capital Investment Advisors, LLC | 67,096 | $8.49M | 0.08% | −3,905−5.5% | Reduced |
| New England Asset Management Inc | 67,005 | $8.48M | 0.98% | +570+0.9% | Added |
| Global Retirement Partners, LLC | 66,982 | $8.48M | 0.13% | +66,982 | New |
| Campbell & CO Investment Adviser LLC | 66,606 | $8.43M | 0.44% | +57,443+626.9% | Added |
| Cincinnati Casualty Co | 66,300 | $8.39M | 4.45% | 00.0% | Unchanged |
| Vident Advisory, LLC | 66,142 | $8.37M | 0.06% | +1,177+1.8% | Added |
| New Age Alpha Advisors, LLC | 65,862 | $8.34M | 0.35% | −1,259−1.9% | Reduced |
| Whitener Capital Management, Inc. | 65,330 | $8.27M | 1.75% | +3,170+5.1% | Added |
| Capital Investment Advisors, LLC | 64,945 | $8.22M | 0.11% | −118−0.2% | Reduced |
| Windward Capital Management Co | 64,368 | $8.15M | 0.62% | +796+1.3% | Added |
| Horizon Investments, LLC | 63,683 | $8.06M | 0.09% | +3,880+6.5% | Added |
| Northside Capital Management, LLC | 63,557 | $8.05M | 0.66% | −299−0.5% | Reduced |
| Park Avenue Securities LLC | 63,537 | $8.04M | 0.05% | +63,537 | New |
| Thompson Siegel & Walmsley LLC | 63,369 | $8.02M | 0.14% | −1,500−2.3% | Reduced |
| Prospera Financial Services Inc | 63,028 | $7.98M | 0.12% | +5,370+9.3% | Added |
| Alps Advisors Inc | 62,696 | $7.94M | 0.04% | +48,577+344.1% | Added |
| Canada Post Corp Registered Pension Plan | 62,445 | $7.90M | 0.28% | −528−0.8% | Reduced |
| Reliant Investment Partners, LLC | 62,256 | $7.88M | 5.36% | +2,408+4.0% | Added |
| Founders Financial Alliance, LLC | 61,987 | $7.85M | 1.04% | +1,872+3.1% | Added |
| Welch & Forbes LLC | 61,942 | $7.84M | 0.10% | −50.0% | Reduced |
| GLOBALT Investments LLC | 61,775 | $7.82M | 0.26% | −1,249−2.0% | Reduced |
| KKM Financial LLC | 61,196 | $7.75M | 1.06% | +16,569+37.1% | Added |
| Susquehanna International Group, LLP | 61,148 | $7.74M | 0.01% | −153,642−71.5% | Reduced |
| Red Door Wealth Management, LLC | 61,118 | $7.74M | 0.71% | +3,424+5.9% | Added |
| Mizuho Securities USA LLC | 61,034 | $7.73M | 0.13% | +14,021+29.8% | Added |
| Cushing Asset Management, LP | 61,000 | $7.72M | 0.35% | +26,000+74.3% | Added |
| TriCert Investment Counsel Inc. | 60,705 | $7.68M | 0.72% | +60,705 | New |
| Teachers Retirement System of the State of Kentucky | 60,633 | $7.67M | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 60,170 | $7.62M | 0.28% | −505−0.8% | Reduced |
| Panagora Asset Management Inc | 60,032 | $7.60M | 0.02% | +26,458+78.8% | Added |
| United Capital Financial Advisers, LLC | 59,396 | $7.52M | 0.04% | +1,025+1.8% | Added |
| Money Concepts Capital Corp | 59,300 | $7.51M | 0.35% | +1,313+2.3% | Added |
| Greystone Financial Group, LLC | 59,290 | $7.50M | 2.10% | −2,057−3.4% | Reduced |
| Patten & Patten Inc | 59,258 | $7.50M | 0.40% | −490−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 59,190 | $7.49M | 0.02% | +21,014+55.0% | Added |
| Smith, Salley & Associates | 59,147 | $7.49M | 0.33% | −254−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 59,079 | $7.48M | 0.15% | −1,000−1.7% | Reduced |
| CAPROCK Group, Inc. | 58,979 | $7.47M | 0.14% | +4,821+8.9% | Added |
| Pathway Financial Advisers, LLC | 58,552 | $7.41M | 1.87% | +90+0.2% | Added |
| First PREMIER Bank | 58,451 | $7.40M | 1.20% | −545−0.9% | Reduced |
| Loomis Sayles & Co L P | 58,360 | $7.39M | 0.01% | −1,013−1.7% | Reduced |