DUKE ENERGY CORP (DUK) Institutional Ownership Changes & 13F Activity

DUKE ENERGY CORP (DUK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, State Street Corp, Allianz Asset Management Gmbh, Assenagon Asset Management S.A., and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-62,017-2.4%2,559,645$324.00MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+13,141+7.9%180,200$22.81MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-7,724-3.7%202,714$25.66MQ2 2026Sep 23, 2026
State Street CorpBuy+420,946+0.9%44,953,588$5.69BQ2 2026Sep 22, 2026
Andra Ap-FondenBuy+12,900+41.2%44,200$5.59MQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+1,199—1,199$151.77KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-431-0.5%82,510$10.44MQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+4+0.8%504$63.79KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasSell-94-2.0%4,625$585.45KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-49,628-5.7%820,813$103.90MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+14,784+45.5%47,241$5.98MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-28-0.5%6,035$763.91KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-484,274-19.4%2,014,703$255.02MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+176,168+9360.7%178,050$22.54MQ2 2026Sep 02, 2026
Capital & Planning, LlcBuy+6,177+11.8%58,318$7.38MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-18-22.8%61$7.72KQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Buy+48+3.0%1,668$211.23KQ2 2026Aug 31, 2026
Cornerstone Financial Management LlcSell-78-25.0%234$29.62KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+6,893+2.3%303,446$38.41MQ2 2026Aug 27, 2026
Shepherd Wealth Management Ltd Liability CoBuy+10+0.3%3,458$431.15KQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+289+4.0%7,531$953.32KQ2 2026Aug 26, 2026
California State Teachers Retirement SystemBuy+4,743+0.5%906,438$114.74MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-13-0.6%2,124$268.86KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+162,856+18.2%1,056,922$133.79MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcSell-916-13.2%6,018$761.76KQ2 2026Aug 21, 2026
Gill Capital Partners, LlcBuy+174+128.9%309$39.11KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+52+0.6%8,185$1.04MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-4-0.1%3,274$414.44KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+27,128+12.0%252,532$31.97MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,674+5.2%74,137$9.38MQ2 2026Aug 19, 2026
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Frequently asked questions about DUK activity

  • Which institutional owners are buying DUK?

    Institutional owners buying DUK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DUK activity?

    "Buy" means an investor increased their reported position in DUK compared to the prior reporting period. This reflects growing exposure to DUKE ENERGY CORP (DUK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DUK increasing?

    Institutional interest in DUK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.