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 |
|---|---|---|---|---|---|
| Polymer Capital Management (US) LLC | 17,226 | $2.18M | 0.32% | +17,226 | New |
| Graves-Light Private Wealth Management, Inc. | 17,181 | $2.17M | 0.20% | +796+4.9% | Added |
| Cresset Asset Management, LLC | 17,146 | $2.17M | 0.01% | +1,433+9.1% | Added |
| Alchemi Wealth, LLC | 17,072 | $2.16M | 1.01% | +1,135+7.1% | Added |
| Wedmont Private Capital | 17,219 | $2.16M | 0.06% | +1,015+6.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,000 | $2.15M | 0.07% | +2,500+17.2% | Added |
| Modern Wealth Management, LLC | 16,984 | $2.15M | 0.03% | +2,220+15.0% | Added |
| Courier Capital LLC | 16,917 | $2.14M | 0.11% | −168−1.0% | Reduced |
| Compass Financial Management LLC | 16,907 | $2.14M | 0.26% | +16,907 | New |
| Mission Wealth Management, LP | 16,879 | $2.14M | 0.03% | +1,914+12.8% | Added |
| Alaethes Wealth LLC | 16,845 | $2.13M | 0.62% | +43+0.3% | Added |
| Canandaigua National Bank & Trust Co | 16,828 | $2.13M | 0.18% | +16,828 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,791 | $2.13M | 0.10% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 16,760 | $2.12M | 0.57% | −183−1.1% | Reduced |
| Garton & Associates Financial Advisors LLC | 16,757 | $2.12M | 4.80% | +737+4.6% | Added |
| Savvy Advisors, Inc. | 16,732 | $2.12M | 0.05% | +1,966+13.3% | Added |
| Banco Santander, S.A. | 16,714 | $2.12M | 0.01% | +3,660+28.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,596 | $2.10M | 0.03% | +1,377+9.0% | Added |
| Secured Retirement Advisors, LLC | 16,380 | $2.07M | 1.06% | +16,380 | New |
| Smith, Moore & Co. | 16,371 | $2.07M | 0.13% | −157−0.9% | Reduced |
| Bull Street Advisors, LLC | 16,348 | $2.07M | 0.94% | +1,750+12.0% | Added |
| Valeo Financial Advisors, LLC | 16,334 | $2.07M | 0.04% | −3,194−16.4% | Reduced |
| Parsons Capital Management Inc | 16,290 | $2.06M | 0.09% | −41,535−71.8% | Reduced |
| Heritage Wealth Management, Inc. | 16,211 | $2.05M | 0.51% | +30.0% | Added |
| Orleans Capital Management Corp | 16,199 | $2.05M | 1.06% | −100−0.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 16,196 | $2.05M | 1.03% | +212+1.3% | Added |
| MidFirst Bank | 16,163 | $2.05M | 0.15% | +330+2.1% | Added |
| Ipswich Investment Management Co., Inc. | 16,063 | $2.03M | 0.43% | −687−4.1% | Reduced |
| InTrack Investment Management Inc | 16,012 | $2.03M | 1.00% | +724+4.7% | Added |
| Inspire Trust Co, N.A. | 16,000 | $2.03M | 0.28% | 00.0% | Unchanged |
| London Co of Virginia | 15,979 | $2.02M | 0.01% | −982−5.8% | Reduced |
| Keeler Thomas Management LLC | 15,972 | $2.02M | 0.72% | −319−2.0% | Reduced |
| Ci Investments Inc. | 15,945 | $2.02M | 0.01% | +1,425+9.8% | Added |
| Apella Capital, LLC | 15,585 | $2.00M | 0.03% | +2,381+18.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,779 | $2.00M | 0.01% | −6,812−30.2% | Reduced |
| Quadrant Capital Group LLC | 15,778 | $2.00M | 0.05% | +367+2.4% | Added |
| TIAA Wealth Investment Management LLC | 15,755 | $2.00M | 0.01% | −118,749−88.3% | Reduced |
| Bradley Foster & Sargent Inc | 15,721 | $1.99M | 0.03% | −343−2.1% | Reduced |
| Essex Financial Services, Inc. | 15,657 | $1.98M | 0.10% | −424−2.6% | Reduced |
| Center for Wealth Management Advisory | 15,541 | $1.97M | 1.23% | +250+1.6% | Added |
| New Republic Capital, LLC | 15,482 | $1.96M | 0.45% | +10,240+195.3% | Added |
| Tower Research Capital LLC (TRC) | 15,415 | $1.95M | 0.05% | −13,084−45.9% | Reduced |
| Cornerstone Capital, Inc. | 15,317 | $1.94M | 0.17% | −267−1.7% | Reduced |
| RMB Capital Management, LLC | 15,295 | $1.94M | 0.03% | −864−5.3% | Reduced |
| Jeppson Wealth Management, LLC | 15,272 | $1.93M | 0.57% | −47−0.3% | Reduced |
| Successful Portfolios LLC | 15,407 | $1.93M | 0.90% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 15,150 | $1.92M | 0.09% | −31−0.2% | Reduced |
| Trust Co of the South | 15,003 | $1.90M | 0.27% | −1,090−6.8% | Reduced |
| Rahlfs Capital, LLC | 14,986 | $1.90M | 1.39% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 14,975 | $1.90M | 0.12% | +745+5.2% | Added |
| Two Sigma Securities, LLC | 14,892 | $1.89M | 0.16% | +14,892 | New |
| United Community Bank | 14,888 | $1.88M | 0.58% | +18+0.1% | Added |
| Parcion Private Wealth LLC | 14,810 | $1.87M | 0.10% | −34−0.2% | Reduced |
| RKL Wealth Management LLC | 14,714 | $1.86M | 0.15% | −545−3.6% | Reduced |
| Alerus Financial NA | 14,691 | $1.86M | 0.08% | +8,943+155.6% | Added |
| VestGen Advisors, LLC | 14,689 | $1.86M | 0.05% | −601−3.9% | Reduced |
| City Holding Co | 14,639 | $1.85M | 0.21% | −269−1.8% | Reduced |
| Simplex Trading, LLC | 14,605 | $1.85M | 0.05% | +14,605 | New |
| Diversify Wealth Management, LLC | 14,305 | $1.84M | 0.03% | +2,910+25.5% | Added |
| Diversify Advisory Services, LLC | 14,305 | $1.84M | 0.03% | +11,378+388.7% | Added |
| Weaver Capital Management LLC | 14,069 | $1.84M | 0.41% | 00.0% | Unchanged |
| Concord Wealth Partners | 14,542 | $1.84M | 0.21% | +129+0.9% | Added |
| Pettyjohn, Wood & White, Inc | 14,537 | $1.84M | 0.27% | −10−0.1% | Reduced |
| Tema ETFs LLC | 14,485 | $1.83M | 0.06% | +1,305+9.9% | Added |
| Grandview Asset Management LLC | 14,483 | $1.83M | 0.46% | −387−2.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,448 | $1.83M | 0.68% | −2,067−12.5% | Reduced |
| Biltmore Family Office, LLC | 14,429 | $1.83M | 0.24% | 00.0% | Unchanged |
| BFSG, LLC | 14,406 | $1.82M | 0.16% | +89+0.6% | Added |
| Trust Co of Vermont | 14,323 | $1.81M | 0.07% | +14,323 | New |
| MSH Capital Advisors LLC | 14,264 | $1.81M | 0.31% | +23+0.2% | Added |
| Highview Capital Management LLC | 14,177 | $1.79M | 0.52% | +885+6.7% | Added |
| Oxford Asset Management LLP | 14,171 | $1.79M | 0.88% | +14,171 | New |
| WealthTrust Axiom LLC | 14,158 | $1.79M | 0.40% | −242−1.7% | Reduced |
| Ballentine Partners, LLC | 14,134 | $1.79M | 0.02% | +3,480+32.7% | Added |
| Ascent Group, LLC | 14,118 | $1.79M | 0.05% | −13,328−48.6% | Reduced |
| ROI Financial Advisors, LLC | 14,083 | $1.78M | 0.92% | −171−1.2% | Reduced |
| Dakota Wealth Management | 14,081 | $1.78M | 0.03% | +100+0.7% | Added |
| NTV Asset Management LLC | 14,067 | $1.78M | 0.17% | −118−0.8% | Reduced |
| Private Wealth Partners, LLC | 14,013 | $1.77M | 0.13% | −478−3.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,997 | $1.77M | 0.44% | −250−1.8% | Reduced |
| Hanson & Doremus Investment Management | 13,945 | $1.76M | 0.18% | −1,050−7.0% | Reduced |
| Portside Wealth Group, LLC | 13,911 | $1.76M | 0.21% | +836+6.4% | Added |
| Agp Franklin, LLC | 13,860 | $1.75M | 0.76% | +1,250+9.9% | Added |
| Marks Group Wealth Management, Inc | 13,694 | $1.73M | 0.15% | −2,430−15.1% | Reduced |
| Caxton Associates LLP | 13,660 | $1.73M | 0.03% | +10,786+375.3% | Added |
| AssuredPartners Investment Advisors, LLC | 13,646 | $1.73M | 0.17% | +620+4.8% | Added |
| Meridian Financial Partners LLC | 13,885 | $1.73M | 0.59% | −234−1.7% | Reduced |
| JT Stratford LLC | 13,626 | $1.72M | 0.19% | +129+1.0% | Added |
| LOM Asset Management Ltd | 13,600 | $1.72M | 0.44% | −143−1.0% | Reduced |
| Raleigh Capital Management Inc. | 13,555 | $1.72M | 0.55% | +264+2.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,525 | $1.71M | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 13,504 | $1.71M | 0.34% | −92−0.7% | Reduced |
| Park National Corp | 13,483 | $1.71M | 0.05% | −362−2.6% | Reduced |
| Jacobi Capital Management LLC | 13,478 | $1.71M | 0.08% | +106+0.8% | Added |
| Patten Group, Inc. | 13,478 | $1.71M | 0.27% | +986+7.9% | Added |
| Aviva PLC | 13,450 | $1.70M | 0.00% | +237+1.8% | Added |
| Advisor OS, LLC | 13,356 | $1.69M | 0.11% | −2,210−14.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,296 | $1.68M | 0.30% | +501+3.9% | Added |
| Hartford Funds Management Co LLC | 13,204 | $1.67M | 0.13% | −698−5.0% | Reduced |
| Marshall Wace, LLP | 13,149 | $1.66M | 0.00% | −879,020−98.5% | Reduced |