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 |
|---|---|---|---|---|---|
| Capital & Planning, LLC | 58,318 | $7.38M | 3.81% | +6,177+11.8% | Added |
| Pacer Advisors, Inc. | 58,092 | $7.35M | 0.02% | +9,494+19.5% | Added |
| Colonial Trust Co | 57,913 | $7.33M | 0.93% | −328−0.6% | Reduced |
| BCM Advisors, LLC | 56,072 | $7.32M | 1.42% | −230.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 57,544 | $7.28M | 0.49% | +5,703+11.0% | Added |
| Capital Fund Management S.A. | 57,534 | $7.28M | 0.05% | −55,172−49.0% | Reduced |
| Estabrook Capital Management | 57,176 | $7.24M | 0.98% | −257−0.4% | Reduced |
| Ellsworth Advisors, LLC | 58,018 | $7.21M | 1.19% | +3,278+6.0% | Added |
| Atria Investments LLC | 56,730 | $7.18M | 0.07% | −150.0% | Reduced |
| Dynamic Advisor Solutions LLC | 56,612 | $7.17M | 0.20% | +2,166+4.0% | Added |
| Sequoia Financial Advisors, LLC | 56,447 | $7.15M | 0.04% | +1,682+3.1% | Added |
| Crossmark Global Holdings, Inc. | 56,438 | $7.14M | 0.09% | +9,580+20.4% | Added |
| Toroso Investments, LLC | 56,195 | $7.11M | 0.02% | +3,099+5.8% | Added |
| Agf Management Ltd | 55,807 | $7.06M | 0.03% | −10,229−15.5% | Reduced |
| Farmers & Merchants Investments Inc | 55,513 | $7.03M | 0.17% | −220.0% | Reduced |
| Csenge Advisory Group | 55,255 | $6.99M | 0.28% | +629+1.2% | Added |
| Principal Street Partners, LLC | 55,240 | $6.99M | 1.02% | −512−0.9% | Reduced |
| Abn Amro Investment Solutions | 55,029 | $6.97M | 0.06% | +18,560+50.9% | Added |
| Vontobel Holding Ltd. | 54,885 | $6.95M | 0.02% | +86+0.2% | Added |
| Stratos Wealth Partners, LTD. | 54,789 | $6.94M | 0.07% | +2,480+4.7% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 54,567 | $6.91M | 0.21% | +4,297+8.5% | Added |
| Washington Trust Bank | 54,513 | $6.90M | 0.48% | −7,344−11.9% | Reduced |
| Saudi Central Bank | 54,475 | $6.90M | 0.09% | +25,771+89.8% | Added |
| Jamison Private Wealth Management, Inc. | 54,470 | $6.89M | 0.71% | +932+1.7% | Added |
| Geneos Wealth Management Inc. | 53,985 | $6.83M | 0.14% | +1,101+2.1% | Added |
| ProVise Management Group, LLC | 53,181 | $6.73M | 0.45% | +441+0.8% | Added |
| Equitable Holdings, Inc. | 53,087 | $6.72M | 0.04% | +6,129+13.1% | Added |
| Principal Securities, Inc. | 52,886 | $6.69M | 0.08% | −3,575−6.3% | Reduced |
| Eventide Asset Management, LLC | 51,662 | $6.63M | 0.09% | +12,150+30.8% | Added |
| Meyer Handelman Co | 52,277 | $6.62M | 0.19% | −3,553−6.4% | Reduced |
| RSM US Wealth Management LLC | 52,131 | $6.60M | 0.07% | +619+1.2% | Added |
| Sterling Capital Management LLC | 52,109 | $6.60M | 0.11% | −33,766−39.3% | Reduced |
| Coldstream Capital Management Inc | 51,809 | $6.56M | 0.08% | −599−1.1% | Reduced |
| Brown Advisory Inc | 51,802 | $6.56M | 0.01% | −3,482−6.3% | Reduced |
| Moors & Cabot, Inc. | 51,784 | $6.55M | 0.25% | −826−1.6% | Reduced |
| HGK Asset Management Inc | 51,617 | $6.53M | 0.89% | −4,120−7.4% | Reduced |
| Canal Capital Management, LLC | 51,482 | $6.52M | 0.80% | −5,038−8.9% | Reduced |
| Prudential PLC | 51,477 | $6.52M | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 50,400 | $6.51M | 0.13% | +1,651+3.4% | Added |
| NewSquare Capital LLC | 51,461 | $6.51M | 0.48% | +2,556+5.2% | Added |
| Fideuram Asset Management (Ireland) dac | 51,380 | $6.51M | 0.13% | +2,582+5.3% | Added |
| Richard C. Young & CO., LTD. | 51,221 | $6.48M | 0.48% | +3,816+8.0% | Added |
| Ashton Thomas Private Wealth, LLC | 51,199 | $6.48M | 0.14% | +22,112+76.0% | Added |
| TD Private Client Wealth LLC | 50,890 | $6.44M | 0.12% | −345−0.7% | Reduced |
| Advisors Asset Management, Inc. | 50,852 | $6.44M | 0.10% | +1,844+3.8% | Added |
| Empowered Funds, LLC | 50,244 | $6.36M | 0.03% | −1,276−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 50,129 | $6.35M | 0.59% | −11,995−19.3% | Reduced |
| Family Legacy, Inc. | 50,053 | $6.34M | 1.69% | −26−0.1% | Reduced |
| Quadcap Wealth Management, LLC | 49,824 | $6.31M | 0.61% | +1,501+3.1% | Added |
| Benedict Financial Advisors Inc | 49,700 | $6.29M | 1.22% | +123+0.2% | Added |
| Apollon Wealth Management, LLC | 49,600 | $6.28M | 0.08% | +953+2.0% | Added |
| Providence Capital Advisors, LLC | 49,564 | $6.27M | 0.95% | +641+1.3% | Added |
| Spirepoint Private Client, LLC | 49,227 | $6.23M | 0.50% | +5,439+12.4% | Added |
| Schnieders Capital Management, LLC. | 49,223 | $6.23M | 0.82% | +641+1.3% | Added |
| Kentucky Retirement Systems | 49,114 | $6.22M | 0.15% | −9,174−15.7% | Reduced |
| Philadelphia Trust Co | 48,569 | $6.15M | 0.39% | +46+0.1% | Added |
| Strategic Planning Group, LLC | 48,333 | $6.12M | 0.67% | +2,526+5.5% | Added |
| Strategic Wealth Designers | 48,303 | $6.11M | 0.74% | −27,546−36.3% | Reduced |
| Clearstead Advisors, LLC | 48,296 | $6.11M | 0.06% | +1,680+3.6% | Added |
| Rice Partnership, LLC | 48,171 | $6.10M | 0.74% | +2,785+6.1% | Added |
| Capital Investment Counsel, LLC | 47,824 | $6.05M | 0.75% | +735+1.6% | Added |
| Voloridge Investment Management, LLC | 47,796 | $6.05M | 0.03% | +47,796 | New |
| IFG Advisory, LLC | 47,743 | $6.04M | 0.21% | +47,165+8,160.0% | Added |
| SevenBridge Financial Group, LLC | 48,130 | $6.01M | 0.88% | +1,081+2.3% | Added |
| River Road Asset Management, LLC | 47,430 | $6.00M | 0.07% | +5,862+14.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 47,419 | $6.00M | 2.81% | −190−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 45,694 | $5.98M | 0.51% | +45,694 | New |
| Integrated Wealth Concepts LLC | 47,241 | $5.98M | 0.04% | +14,784+45.5% | Added |
| MAI Capital Management | 47,112 | $5.96M | 0.02% | +6,136+15.0% | Added |
| Punch & Associates Investment Management, Inc. | 46,677 | $5.91M | 0.29% | −920−1.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 46,544 | $5.89M | 0.31% | +7,754+20.0% | Added |
| Cary Street Partners Financial LLC | 46,487 | $5.88M | 0.13% | +6,035+14.9% | Added |
| Dean Investment Associates, LLC | 46,471 | $5.88M | 0.77% | −2,601−5.3% | Reduced |
| Strategy Asset Managers LLC | 46,131 | $5.84M | 0.87% | +1,508+3.4% | Added |
| Occidental Asset Management, LLC | 45,753 | $5.79M | 0.57% | +2,587+6.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 45,638 | $5.78M | 0.82% | +2,818+6.6% | Added |
| Boston Research & Management Inc | 45,624 | $5.78M | 1.28% | −88−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 45,531 | $5.76M | 0.08% | −504−1.1% | Reduced |
| Arkadios Wealth Advisors | 45,451 | $5.75M | 0.09% | −17,996−28.4% | Reduced |
| Regal Investment Advisors LLC | 45,339 | $5.74M | 0.30% | −1,218−2.6% | Reduced |
| Stablepoint Partners, LLC | 45,150 | $5.72M | 0.79% | +324+0.7% | Added |
| Sherman Porfolios, LLC | 43,354 | $5.68M | 0.44% | −249−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 44,568 | $5.64M | 0.02% | −5,607−11.2% | Reduced |
| AE Wealth Management LLC | 44,415 | $5.62M | 0.03% | +3,449+8.4% | Added |
| CBOE Vest Financial, LLC | 44,326 | $5.61M | 0.06% | +712+1.6% | Added |
| Daymark Wealth Partners, LLC | 44,305 | $5.61M | 0.14% | −399−0.9% | Reduced |
| Sky Investment Group LLC | 44,218 | $5.60M | 0.88% | −45−0.1% | Reduced |
| Andra AP-fonden | 44,200 | $5.59M | 0.06% | +12,900+41.2% | Added |
| Central Trust Co | 44,199 | $5.59M | 0.10% | −2,085−4.5% | Reduced |
| Sargent Investment Group, LLC | 43,832 | $5.55M | 0.67% | +6,821+18.4% | Added |
| South State Corp. | 43,805 | $5.54M | 0.23% | −570−1.3% | Reduced |
| one8zero8, LLC | 43,301 | $5.48M | 1.09% | −140−0.3% | Reduced |
| Hartford Investment Management Co | 43,058 | $5.45M | 0.15% | −1,240−2.8% | Reduced |
| Covington Investment Advisors Inc. | 42,944 | $5.44M | 0.70% | +604+1.4% | Added |
| Boston Private Wealth LLC | 42,831 | $5.42M | 0.34% | −2,965−6.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 42,686 | $5.40M | 0.15% | +2,410+6.0% | Added |
| Zions Bancorporation, National Association | 42,530 | $5.38M | 0.32% | −349−0.8% | Reduced |
| Seven Springs Wealth Group, LLC | 42,526 | $5.38M | 1.18% | +3,326+8.5% | Added |
| Iowa State Bank | 42,501 | $5.38M | 0.90% | +643+1.5% | Added |
| CIBC World Markets Inc. | 42,410 | $5.37M | 0.01% | −80,866−65.6% | Reduced |