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 |
|---|---|---|---|---|---|
| Lynch & Associates | 31,308 | $3.96M | 0.69% | +542+1.8% | Added |
| Empirical Finance, LLC | 31,163 | $3.94M | 0.16% | +910+3.0% | Added |
| PFG Investments, LLC | 31,072 | $3.93M | 0.15% | +213+0.7% | Added |
| Argyle Capital Management Inc. | 31,009 | $3.93M | 1.13% | +325+1.1% | Added |
| KCM Capital Inc | 31,000 | $3.92M | 0.64% | 00.0% | Unchanged |
| Carson Advisory Inc. | 30,595 | $3.87M | 1.78% | −196−0.6% | Reduced |
| Sowell Financial Services LLC | 30,590 | $3.87M | 0.13% | −2,009−6.2% | Reduced |
| Old North State Wealth Management, LLC | 30,519 | $3.87M | 1.65% | +895+3.0% | Added |
| MUFG Securities EMEA plc | 30,514 | $3.86M | 0.04% | −1,376−4.3% | Reduced |
| Everence Capital Management Inc | 30,409 | $3.85M | 0.20% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 30,133 | $3.81M | 0.52% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 30,074 | $3.81M | 1.53% | +511+1.7% | Added |
| Banque Pictet & Cie SA | 30,000 | $3.80M | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29,843 | $3.78M | 0.18% | +5,719+23.7% | Added |
| M Holdings Securities, Inc. | 29,877 | $3.77M | 0.52% | +240+0.8% | Added |
| Close Asset Management Ltd | 29,767 | $3.77M | 0.10% | −579−1.9% | Reduced |
| Montag A & Associates Inc | 29,655 | $3.75M | 0.16% | −124−0.4% | Reduced |
| Natixis | 29,574 | $3.74M | 0.02% | +20,060+210.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 29,511 | $3.74M | 1.04% | −70.0% | Reduced |
| Griffith & Werner, Inc. | 29,409 | $3.72M | 1.74% | +1,953+7.1% | Added |
| Tradewinds, LLC. | 1,046 | $3.72M | 1.17% | −25,259−96.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,120 | $3.69M | 0.05% | +2,168+8.0% | Added |
| Axxcess Wealth Management, LLC | 28,964 | $3.67M | 0.06% | −2,949−9.2% | Reduced |
| Emerald Investment Advisers, LLC | 28,900 | $3.66M | 0.24% | +2,971+11.5% | Added |
| Avidian Wealth Solutions, LLC | 28,877 | $3.66M | 0.10% | +836+3.0% | Added |
| Triangle Securities Wealth Management | 28,821 | $3.65M | 0.72% | −166−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 28,782 | $3.64M | 0.04% | −1,789−5.9% | Reduced |
| Apollon Financial, LLC | 28,780 | $3.64M | 0.43% | +1,766+6.5% | Added |
| Pinnacle Associates Ltd | 28,537 | $3.61M | 0.04% | −1,199−4.0% | Reduced |
| AlphaStar Capital Management, LLC | 28,494 | $3.61M | 0.23% | −7,317−20.4% | Reduced |
| Marshall Investment Management, LLC | 28,395 | $3.59M | 1.49% | +1,967+7.4% | Added |
| Twin Capital Management Inc | 28,252 | $3.58M | 0.39% | +4,286+17.9% | Added |
| Asio Capital, LLC | 28,229 | $3.57M | 0.46% | −1,706−5.7% | Reduced |
| Ally Financial Inc. | 28,000 | $3.54M | 0.46% | +28,000 | New |
| Empire Financial Management Company, LLC | 27,986 | $3.54M | 1.40% | −2,667−8.7% | Reduced |
| Sheets Smith Wealth Management | 27,917 | $3.53M | 0.35% | −124−0.4% | Reduced |
| Modera Wealth Management, LLC | 27,848 | $3.52M | 0.04% | −624−2.2% | Reduced |
| Slocum, Gordon & Co LLP | 27,825 | $3.52M | 2.34% | −2,000−6.7% | Reduced |
| Morningstar Investment Management LLC | 26,772 | $3.51M | 0.22% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 27,509 | $3.48M | 0.08% | −1,985−6.7% | Reduced |
| Fiduciary Alliance LLC | 27,451 | $3.47M | 0.23% | −4,860−15.0% | Reduced |
| Shepherd Financial Partners LLC | 27,321 | $3.46M | 0.28% | −951−3.4% | Reduced |
| Chemung Canal Trust Co | 27,254 | $3.45M | 0.64% | +1,183+4.5% | Added |
| LSV Asset Management | 27,214 | $3.44M | 0.01% | +27,214 | New |
| Equitable Trust Co | 27,190 | $3.44M | 0.14% | −241−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 27,047 | $3.42M | 0.14% | −7,475−21.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 26,993 | $3.42M | 0.06% | +9,528+54.6% | Added |
| Guardian Capital LP | 26,966 | $3.41M | 0.08% | −4,000−12.9% | Reduced |
| Convergence Financial, LLC | 26,923 | $3.41M | 0.27% | −1,325−4.7% | Reduced |
| Markowski Investments | 26,866 | $3.40M | 0.75% | +26,866 | New |
| Hall Capital Management Co Inc | 26,562 | $3.36M | 1.05% | +746+2.9% | Added |
| Stiles Financial Services Inc | 26,501 | $3.35M | 0.84% | −53−0.2% | Reduced |
| Meridian Wealth Management, LLC | 26,460 | $3.35M | 0.10% | +1,112+4.4% | Added |
| Logan Capital Management Inc | 25,912 | $3.28M | 0.12% | +25,912 | New |
| Smartleaf Asset Management LLC | 25,543 | $3.28M | 0.11% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 25,854 | $3.27M | 0.09% | −159−0.6% | Reduced |
| Trustmark National Bank Trust Department | 25,816 | $3.27M | 0.19% | −257−1.0% | Reduced |
| GAMMA Investing LLC | 25,658 | $3.25M | 0.12% | +1,802+7.6% | Added |
| Commerzbank Aktiengesellschaft | 25,616 | $3.24M | 0.06% | −48,314−65.4% | Reduced |
| TD Waterhouse Canada Inc. | 25,694 | $3.23M | 0.01% | −1,105−4.1% | Reduced |
| Naples Global Advisors, LLC | 25,417 | $3.22M | 0.20% | −456−1.8% | Reduced |
| Rowland & Co Investment Counsel | 25,234 | $3.19M | 0.58% | −14−0.1% | Reduced |
| Aspire Private Capital, LLC | 25,073 | $3.17M | 0.66% | +20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,995 | $3.16M | 0.04% | +112+0.5% | Added |
| Legacy Financial Independent Advisors LLC | 24,796 | $3.14M | 1.48% | −23,496−48.7% | Reduced |
| TCG Advisory Services, LLC | 24,730 | $3.13M | 0.06% | +1,510+6.5% | Added |
| McMahon Financial Advisors, LLC | 24,678 | $3.12M | 0.53% | +3,621+17.2% | Added |
| Pacitti Group Inc. | 24,627 | $3.12M | 0.99% | +2,097+9.3% | Added |
| Bryn Mawr Trust Co | 24,571 | $3.11M | 0.07% | −1,534−5.9% | Reduced |
| Franklin Street Advisors Inc | 24,417 | $3.09M | 0.17% | −1,429−5.5% | Reduced |
| Profund Advisors LLC | 24,410 | $3.09M | 0.08% | −2,120−8.0% | Reduced |
| Plan Group Financial, LLC | 24,369 | $3.08M | 0.64% | +3,222+15.2% | Added |
| Fulton Bank, N.A. | 24,295 | $3.08M | 0.09% | −122−0.5% | Reduced |
| CORDA Investment Management, LLC. | 24,168 | $3.06M | 0.19% | +24,168 | New |
| SWS Partners | 24,127 | $3.05M | 0.66% | +6,109+33.9% | Added |
| Segall Bryant & Hamill, LLC | 24,119 | $3.05M | 0.04% | +536+2.3% | Added |
| American National Bank | 24,096 | $3.05M | 0.26% | +1,338+5.9% | Added |
| Mutual Advisors, LLC | 24,041 | $3.04M | 0.06% | +1,832+8.2% | Added |
| WCG Wealth Advisors LLC | 24,035 | $3.04M | 0.07% | +268+1.1% | Added |
| Evercore Wealth Management, LLC | 24,009 | $3.04M | 0.04% | −75−0.3% | Reduced |
| Jefferies Financial Group Inc. | 24,007 | $3.04M | 0.03% | −77,024−76.2% | Reduced |
| Counterweight Ventures, LLC | 23,961 | $3.03M | 1.51% | −242−1.0% | Reduced |
| Spirit of America Management Corp | 23,900 | $3.03M | 0.57% | +500+2.1% | Added |
| RiverFront Investment Group, LLC | 23,896 | $3.02M | 0.04% | +12,281+105.7% | Added |
| Odyssean, LLC | 23,788 | $3.01M | 0.49% | +12,411+109.1% | Added |
| Mill Capital Management, LLC | 23,775 | $3.01M | 0.20% | −552−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,727 | $3.00M | 0.03% | +14,255+150.5% | Added |
| Massmutual Trust Co FSB | 23,627 | $2.99M | 0.08% | +178+0.8% | Added |
| MUFG Securities Americas Inc. | 23,480 | $2.97M | 0.15% | +1,962+9.1% | Added |
| Frec Markets, Inc. | 23,422 | $2.96M | 0.27% | +12,589+116.2% | Added |
| Summit Global Investments | 23,397 | $2.96M | 0.16% | +14,432+161.0% | Added |
| GAM Holding AG | 23,364 | $2.96M | 0.23% | −153−0.7% | Reduced |
| Advisory Alpha, LLC | 23,352 | $2.96M | 0.07% | +4,310+22.6% | Added |
| Cornerstone Wealth Group, LLC | 23,276 | $2.95M | 0.18% | +1,193+5.4% | Added |
| Brick & Kyle, Associates | 22,495 | $2.95M | 0.97% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 23,270 | $2.95M | 0.37% | +10.0% | Added |
| Verdence Capital Advisors LLC | 23,210 | $2.94M | 0.15% | −1,702−6.8% | Reduced |
| Summit Financial, LLC | 23,201 | $2.94M | 0.03% | +1,997+9.4% | Added |
| Home Federal Bank of Tennessee | 23,177 | $2.93M | 0.63% | 00.0% | Unchanged |
| North Dakota State Investment Board | 23,133 | $2.93M | 0.12% | +596+2.6% | Added |