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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 22,987 | $2.91M | 0.08% | +1,567+7.3% | Added |
| Capital Innovations LLC | 22,975 | $2.91M | 0.75% | +22,975 | New |
| Resources Management Corp | 22,838 | $2.89M | 0.36% | +840+3.8% | Added |
| Bank & Trust Co | 22,569 | $2.86M | 1.80% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 22,521 | $2.85M | 0.72% | +949+4.4% | Added |
| Signaturefd, LLC | 22,418 | $2.84M | 0.04% | +393+1.8% | Added |
| apricus wealth, LLC | 22,386 | $2.83M | 1.35% | +150+0.7% | Added |
| StoneX Group Inc. | 22,333 | $2.83M | 0.11% | +3,437+18.2% | Added |
| Miller Howard Investments Inc | 22,232 | $2.81M | 0.07% | +787+3.7% | Added |
| Platform Technology Partners | 22,181 | $2.81M | 0.46% | +995+4.7% | Added |
| Siemens Fonds Invest GmbH | 22,168 | $2.81M | 0.14% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 22,166 | $2.81M | 0.67% | +114+0.5% | Added |
| Adalta Capital Management LLC | 22,131 | $2.80M | 1.23% | −344−1.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 22,035 | $2.79M | 1.13% | +60.0% | Added |
| Scotia Capital Inc. | 22,021 | $2.79M | 0.01% | +7,459+51.2% | Added |
| Hardin Capital Partners, LLC | 21,849 | $2.79M | 1.29% | −223−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 21,997 | $2.78M | 0.33% | +1,199+5.8% | Added |
| AMG National Trust Bank | 21,959 | $2.78M | 0.06% | −7,887−26.4% | Reduced |
| Ameritas Advisory Services, LLC | 21,860 | $2.77M | 0.06% | +8,095+58.8% | Added |
| Constant Guidance Financial LLC | 21,780 | $2.76M | 1.73% | +9,180+72.9% | Added |
| Kentucky Trust Co | 21,705 | $2.75M | 1.32% | −353−1.6% | Reduced |
| Citizens Financial Group Inc | 21,668 | $2.74M | 0.03% | +3,880+21.8% | Added |
| Hohimer Wealth Management, LLC | 21,480 | $2.72M | 0.28% | +1,114+5.5% | Added |
| BLB&B Advisors, LLC | 21,457 | $2.72M | 0.10% | −322−1.5% | Reduced |
| Donaldson Capital Management, LLC | 21,451 | $2.72M | 0.08% | +2,136+11.1% | Added |
| Birmingham Capital Management Co Inc | 21,413 | $2.71M | 1.03% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 21,328 | $2.70M | 0.45% | +4,405+26.0% | Added |
| Pursuit Wealth Strategies, LLC | 21,134 | $2.68M | 3.48% | +33+0.2% | Added |
| Ieq Capital, LLC | 21,133 | $2.68M | 0.01% | +262+1.3% | Added |
| Jefferson Bridge Capital, LLC | 21,090 | $2.67M | 2.31% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 20,938 | $2.65M | 0.13% | +3,062+17.1% | Added |
| Ti-Trust, Inc | 20,915 | $2.65M | 1.42% | +78+0.4% | Added |
| Greenleaf Trust | 20,685 | $2.62M | 0.03% | +408+2.0% | Added |
| Vectors Research Management, LLC | 20,667 | $2.62M | 0.68% | −292−1.4% | Reduced |
| Greenwood Capital Associates LLC | 20,570 | $2.60M | 0.26% | −1,395−6.4% | Reduced |
| Perigon Wealth Management, LLC | 20,484 | $2.59M | 0.04% | +1,872+10.1% | Added |
| Westwood Holdings Group Inc. | 20,471 | $2.59M | 0.02% | +1,762+9.4% | Added |
| Securian Asset Management, Inc | 20,718 | $2.59M | 0.09% | −328−1.6% | Reduced |
| Dark Forest Capital Management LP | 20,451 | $2.59M | 0.17% | +20,451 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,381 | $2.58M | 0.15% | −93−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,369 | $2.58M | 0.46% | −464−2.2% | Reduced |
| Lee Danner & Bass Inc | 20,211 | $2.56M | 0.15% | +70.0% | Added |
| Sound View Wealth Advisors Group, LLC | 20,061 | $2.54M | 0.16% | −1,719−7.9% | Reduced |
| Certified Advisory Corp | 20,048 | $2.54M | 0.20% | −683−3.3% | Reduced |
| Cannon Wealth Management Services, LLC | 19,826 | $2.51M | 1.37% | −51−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 19,795 | $2.51M | 0.52% | +557+2.9% | Added |
| Victrix Investment Advisors | 19,746 | $2.50M | 1.05% | +4,226+27.2% | Added |
| Wealthspire Advisors, LLC | 19,524 | $2.47M | 0.01% | +544+2.9% | Added |
| Dougherty & Associates, LLC | 19,358 | $2.45M | 1.96% | +407+2.1% | Added |
| Ballast, Inc. | 19,358 | $2.45M | 0.46% | +3,410+21.4% | Added |
| AlphaCore Capital LLC | 19,354 | $2.45M | 0.05% | +3,906+25.3% | Added |
| Advanced Asset Management Advisors Inc | 19,349 | $2.45M | 0.64% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 19,310 | $2.44M | 0.37% | −5,659−22.7% | Reduced |
| Meeder Advisory Services, Inc. | 19,308 | $2.44M | 0.09% | −246−1.3% | Reduced |
| DRW Securities, LLC | 19,219 | $2.43M | 0.14% | +19,219 | New |
| V. M. Manning & Co., Inc. | 19,213 | $2.43M | 2.08% | +19,213 | New |
| Norden Group LLC | 19,163 | $2.43M | 0.20% | +2,010+11.7% | Added |
| IHT Wealth Management, LLC | 19,153 | $2.42M | 0.05% | −141−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 18,986 | $2.40M | 0.10% | +2,481+15.0% | Added |
| GF Fund Management Co. Ltd. | 18,978 | $2.40M | 0.03% | +18,978 | New |
| Davis Investment Partners, LLC | 18,953 | $2.40M | 0.73% | −114−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 18,928 | $2.40M | 0.00% | +4,928+35.2% | Added |
| Ethic Inc. | 18,873 | $2.39M | 0.03% | +18,873 | New |
| Wagner Wealth Management, LLC | 18,864 | $2.39M | 0.44% | +402+2.2% | Added |
| Capital Investment Counsel, Inc | 18,864 | $2.39M | 0.26% | +10.0% | Added |
| Cornerstone Planning, LLC | 18,807 | $2.38M | 0.55% | +37+0.2% | Added |
| Armis Advisers, LLC | 18,883 | $2.38M | 0.22% | +127+0.7% | Added |
| Rodgers Brothers Inc. | 18,778 | $2.38M | 0.23% | −1,200−6.0% | Reduced |
| BKD Wealth Advisors, LLC | 18,716 | $2.37M | 0.04% | −712−3.7% | Reduced |
| Westpac Banking Corp | 18,672 | $2.36M | 0.15% | −45−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,664 | $2.36M | 0.10% | +1,303+7.5% | Added |
| Argent Advisors, Inc. | 18,647 | $2.36M | 0.59% | +213+1.2% | Added |
| Symphony Financial, Ltd. Co. | 18,393 | $2.36M | 0.26% | +1,970+12.0% | Added |
| Fundamentun, LLC | 18,601 | $2.35M | 0.09% | +150+0.8% | Added |
| First National Bank of Omaha | 18,423 | $2.35M | 0.07% | +8,119+78.8% | Added |
| Dover Advisors, LLC | 20,000 | $2.34M | 0.96% | −910−4.4% | Reduced |
| Evergreen Capital Management LLC | 18,500 | $2.34M | 0.04% | +9,014+95.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,471 | $2.34M | 0.02% | +2,429+15.1% | Added |
| Measured Risk Portfolios, Inc. | 18,453 | $2.34M | 2.08% | −1,000−5.1% | Reduced |
| Wealth Alliance | 18,450 | $2.34M | 0.20% | −257−1.4% | Reduced |
| Qsemble Capital Management, LP | 18,429 | $2.33M | 0.30% | −68,014−78.7% | Reduced |
| Ledgewood Wealth Advisors, LLC | 18,404 | $2.33M | 1.24% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,403 | $2.33M | 0.04% | −4,557−19.8% | Reduced |
| Wolff Wiese Magana LLC | 18,273 | $2.31M | 1.06% | −54−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,245 | $2.31M | 0.26% | −72−0.4% | Reduced |
| Marino, Stram & Associates LLC | 18,167 | $2.30M | 0.37% | +83+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 18,043 | $2.28M | 0.05% | −817−4.3% | Reduced |
| Private Trust Co NA | 17,855 | $2.26M | 0.18% | −1,299−6.8% | Reduced |
| Wedbush Securities Inc | 17,818 | $2.25M | 0.06% | −1,491−7.7% | Reduced |
| Laird Norton Trust Company, LLC | 17,802 | $2.25M | 0.04% | −1,060−5.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,668 | $2.24M | 0.27% | +1,422+8.8% | Added |
| Stamos Capital Partners, L.P. | 17,644 | $2.23M | 0.34% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 17,627 | $2.23M | 0.53% | – | – |
| Confluence Wealth Services, Inc. | 17,603 | $2.23M | 0.06% | +3,039+20.9% | Added |
| Compagnie Lombard Odier SCmA | 17,500 | $2.22M | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,498 | $2.21M | 0.15% | +323+1.9% | Added |
| Callan Family Office, LLC | 17,496 | $2.21M | 0.04% | −1,272−6.8% | Reduced |
| Ritholtz Wealth Management | 17,476 | $2.21M | 0.03% | +778+4.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 17,291 | $2.19M | 0.26% | −356−2.0% | Reduced |
| Clear Trail Advisors, LLC | 17,282 | $2.19M | 0.33% | +188+1.1% | Added |