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
- Institutional holders
- 2,492
- +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
- 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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 42,390 | $5.37M | 0.90% | +105+0.2% | Added |
| Wasatch Advisors Inc | 42,275 | $5.35M | 0.04% | +900+2.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 42,128 | $5.33M | 0.62% | −12,775−23.3% | Reduced |
| We Are One Seven, LLC | 42,083 | $5.33M | 0.09% | +2,637+6.7% | Added |
| Financial Advisory Service, Inc. | 42,068 | $5.32M | 0.28% | +2,790+7.1% | Added |
| Level Four Advisory Services, LLC | 42,015 | $5.32M | 0.15% | −613−1.4% | Reduced |
| Principle Wealth Partners LLC | 41,778 | $5.29M | 0.26% | +323+0.8% | Added |
| Nixon Peabody Trust Co | 41,654 | $5.27M | 0.37% | −110.0% | Reduced |
| Highland Capital Management, LLC | 41,647 | $5.27M | 0.24% | −110−0.3% | Reduced |
| Maryland State Retirement & Pension System | 41,582 | $5.26M | 0.09% | +2,179+5.5% | Added |
| Holderness Investments Co | 41,566 | $5.26M | 0.88% | +1,606+4.0% | Added |
| Morgan Dempsey Capital Management LLC | 41,552 | $5.26M | 2.25% | +1,215+3.0% | Added |
| IFP Advisors, Inc | 41,174 | $5.21M | 0.09% | −984−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 41,073 | $5.20M | 0.03% | +27,481+202.2% | Added |
| Vertrix Wealth Management, LLC | 40,989 | $5.19M | 1.75% | +3,545+9.5% | Added |
| EP Wealth Advisors, LLC | 40,955 | $5.18M | 0.02% | +12,168+42.3% | Added |
| Physicians Financial Services, Inc. | 40,921 | $5.18M | 1.29% | +185+0.5% | Added |
| Wealth Group, Ltd. | 40,921 | $5.18M | 1.29% | +15,352+60.0% | Added |
| Engineers Gate Manager LP | 40,613 | $5.14M | 0.07% | +22,578+125.2% | Added |
| Pegasus Asset Management, Inc. | 40,601 | $5.14M | 1.46% | +908+2.3% | Added |
| Slagle Financial, LLC | 40,352 | $5.11M | 1.53% | +38,759+2,433.1% | Added |
| 1832 Asset Management L.P. | 40,338 | $5.11M | 0.01% | +11,622+40.5% | Added |
| Virginia Wealth Management Group, Inc. | 40,238 | $5.09M | 2.54% | +349+0.9% | Added |
| Kettle Hill Capital Management, LLC | 40,230 | $5.09M | 1.25% | +40,230 | New |
| Aull & Monroe Investment Management Corp | 40,184 | $5.09M | 2.13% | +125+0.3% | Added |
| Sigma Planning Corp | 40,177 | $5.09M | 0.13% | +517+1.3% | Added |
| Johnson Investment Counsel Inc | 39,931 | $5.05M | 0.04% | +393+1.0% | Added |
| Royal Fund Management, LLC | 39,809 | $5.04M | 0.42% | +1,125+2.9% | Added |
| Louisiana State Employees Retirement System | 39,800 | $5.04M | 0.07% | +200+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 39,752 | $5.03M | 0.16% | +798+2.0% | Added |
| Atlantic Union Bankshares Corp | 39,598 | $5.01M | 0.08% | +35+0.1% | Added |
| RNC Capital Management LLC | 39,556 | $5.01M | 0.21% | +1,002+2.6% | Added |
| Texas Yale Capital Corp. | 39,509 | $5.00M | 0.11% | +6,573+20.0% | Added |
| Norinchukin Bank, The | 39,455 | $4.99M | 0.05% | +4,597+13.2% | Added |
| Resources Investment Advisors, LLC. | 39,454 | $4.99M | 0.04% | −314−0.8% | Reduced |
| Cincinnati Financial Corp | 38,784 | $4.91M | 0.09% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 38,760 | $4.91M | 0.12% | +2,800+7.8% | Added |
| Brookstone Capital Management | 38,750 | $4.91M | 0.05% | −76,390−66.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 38,670 | $4.89M | 0.14% | −715−1.8% | Reduced |
| Morton Community Bank | 38,497 | $4.87M | 0.99% | +615+1.6% | Added |
| Brown Brothers Harriman & Co | 38,320 | $4.85M | 0.02% | +8,664+29.2% | Added |
| Elo Mutual Pension Insurance Co | 38,116 | $4.82M | 0.06% | +38,116 | New |
| Pure Financial Advisors, Inc. | 37,983 | $4.81M | 0.06% | +1,775+4.9% | Added |
| Pinebridge Investments LLC | 37,966 | $4.81M | 0.04% | +16,678+78.3% | Added |
| MONECO Advisors, LLC | 37,747 | $4.78M | 0.29% | −671−1.7% | Reduced |
| Zimmer Partners, LP | 37,500 | $4.75M | 0.11% | −400,429−91.4% | Reduced |
| Townsend Asset Management Corp | 37,403 | $4.73M | 1.52% | +131+0.4% | Added |
| Sagespring Wealth Partners, LLC | 37,152 | $4.70M | 0.07% | +1,558+4.4% | Added |
| Woodard & Co Asset Management Group Inc | 36,961 | $4.68M | 0.67% | +3,201+9.5% | Added |
| Cullinan Associates Inc | 36,953 | $4.68M | 0.35% | +6,265+20.4% | Added |
| Trust Co of Toledo NA | 36,950 | $4.68M | 0.39% | +905+2.5% | Added |
| Peapack Gladstone Financial Corp | 36,819 | $4.66M | 0.05% | −607−1.6% | Reduced |
| Jane Street Group, LLC | 36,717 | $4.65M | 0.00% | −675,050−94.8% | Reduced |
| Asset One Wealth Management LLC | 37,143 | $4.62M | 0.49% | +2,460+7.1% | Added |
| Banque Cantonale Vaudoise | 36,476 | $4.62M | 0.18% | −3,832−9.5% | Reduced |
| FourThought Financial Partners, LLC | 36,411 | $4.61M | 0.36% | +1,716+4.9% | Added |
| Trilogy Capital Inc. | 36,364 | $4.60M | 0.18% | +1,067+3.0% | Added |
| First Bank & Trust | 36,350 | $4.60M | 0.68% | +113+0.3% | Added |
| Rothschild Investment LLC | 36,220 | $4.58M | 0.17% | −426−1.2% | Reduced |
| Leavell Investment Management, Inc. | 36,014 | $4.56M | 0.17% | −144−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 35,775 | $4.53M | 0.19% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 35,710 | $4.52M | 0.12% | −1,050−2.9% | Reduced |
| Summit Trail Advisors, LLC | 35,653 | $4.51M | 0.06% | +3,776+11.8% | Added |
| Cypress Capital Group | 35,594 | $4.51M | 0.42% | +1,695+5.0% | Added |
| Mather Group, LLC. | 35,549 | $4.50M | 0.04% | +25,762+263.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 35,110 | $4.44M | 0.02% | −1,606−4.4% | Reduced |
| Northcape Wealth Management, LLC | 35,082 | $4.44M | 1.17% | +3,201+10.0% | Added |
| Farmers National Bank | 35,003 | $4.43M | 0.92% | +214+0.6% | Added |
| Simmons Bank | 34,896 | $4.42M | 0.25% | −1,245−3.4% | Reduced |
| Constitution Capital LLC | 34,713 | $4.39M | 2.26% | −16,000−31.6% | Reduced |
| Beacon Financial Group | 34,449 | $4.36M | 0.40% | −1,431−4.0% | Reduced |
| Davidson Capital Management Inc. | 34,433 | $4.36M | 0.70% | +644+1.9% | Added |
| RMR Wealth Builders | 34,288 | $4.34M | 0.27% | +9,304+37.2% | Added |
| Marco Investment Management LLC | 34,215 | $4.33M | 0.28% | −600−1.7% | Reduced |
| Plimoth Trust Co LLC | 34,152 | $4.32M | 0.86% | −415−1.2% | Reduced |
| Regions Financial Corp | 34,114 | $4.32M | 0.03% | +34+0.1% | Added |
| Sciencast Management LP | 34,036 | $4.31M | 0.89% | −14,385−29.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 33,777 | $4.28M | 0.52% | −1,826−5.1% | Reduced |
| Snowden Capital Advisors LLC | 33,356 | $4.22M | 0.10% | −46−0.1% | Reduced |
| Bahl & Gaynor Inc | 33,283 | $4.21M | 0.02% | +509+1.6% | Added |
| Signal Advisors Wealth, LLC | 32,978 | $4.17M | 0.22% | +17,792+117.2% | Added |
| Occudo Quantitative Strategies LP | 32,847 | $4.16M | 0.22% | +32,847 | New |
| GWN Securities Inc. | 32,786 | $4.15M | 0.69% | −2,184−6.2% | Reduced |
| Garrett Investment Advisors LLC | 32,705 | $4.14M | 0.30% | +3,488+11.9% | Added |
| American Assets Investment Management, LLC | 32,666 | $4.13M | 0.25% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 32,599 | $4.13M | 0.12% | −448−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 31,502 | $4.11M | 0.07% | −10,516−25.0% | Reduced |
| OmniStar Financial Group, Inc. | 32,479 | $4.11M | 1.89% | +11,343+53.7% | Added |
| Caldwell Trust Co | 32,348 | $4.09M | 0.33% | −1,072−3.2% | Reduced |
| Bleakley Financial Group, LLC | 32,329 | $4.09M | 0.05% | +2,299+7.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,323 | $4.09M | 0.08% | +32,323 | New |
| Ronald Blue Trust, Inc. | 32,213 | $4.08M | 0.04% | −2,052−6.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 32,170 | $4.07M | 0.66% | +961+3.1% | Added |
| Coastal Bridge Advisors, LLC | 32,081 | $4.06M | 0.25% | +2,026+6.7% | Added |
| Salem Investment Counselors Inc | 32,050 | $4.06M | 0.10% | +664+2.1% | Added |
| Hamel Associates, Inc. | 32,011 | $4.05M | 1.12% | −74−0.2% | Reduced |
| Retirement Planning Group | 31,992 | $4.05M | 0.10% | +4,456+16.2% | Added |
| Townsend & Associates, Inc | 32,158 | $4.05M | 0.34% | +86+0.3% | Added |
| Glenview Trust Co | 31,926 | $4.04M | 0.06% | +910+2.9% | Added |
| Old North State Trust, LLC | 31,580 | $4.00M | 2.06% | +1,039+3.4% | Added |