Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 10)
2,509 institutional investment managers reported a DUK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $68.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DUK 13F holders ranked 901–1,000 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Advisor OS#901 · 13,356 sh | 13,356 | $1.7M | 0.11% | -14.2% |
| 902 | Wealth Dimensions Group, Ltd.#902 · 13,296 sh | 13,296 | $1.7M | 0.30% | +3.9% |
| 903 | Hartford Funds Management#903 · 13,204 sh | 13,204 | $1.7M | 0.13% | -5.0% |
| 904 | MARSHALL WACE, LLP#904 · 13,149 sh | 13,149 | $1.7M | <0.01% | -98.5% |
| 905 | Williams Jones Wealth Management#905 · 13,119 sh | 13,119 | $1.7M | 0.02% | -1.6% |
| 906 | Welch Group#906 · 13,082 sh | 13,082 | $1.7M | 0.06% | +2.1% |
| 907 | TCW GROUP#907 · 13,081 sh | 13,081 | $1.7M | 0.01% | +1.8% |
| 908 | Concord Asset Management#908 · 13,080 sh | 13,080 | $1.7M | 0.26% | +0.8% |
| 909 | Safe Harbor Fiduciary#909 · 13,078 sh | 13,078 | $1.7M | 1.29% | +3.6% |
| 910 | Gibson Wealth Advisors#910 · 13,000 sh | 13,000 | $1.6M | — | -13.3% |
| 911 | Armor Investment Advisors#911 · 12,981 sh | 12,981 | $1.6M | 0.53% | -4.8% |
| 912 | Orca Wealth Management#912 · 12,909 sh | 12,909 | $1.6M | — | -0.2% |
| 913 | Parallel Advisors#913 · 12,905 sh | 12,905 | $1.6M | 0.02% | +3.8% |
| 914 | Kennondale Capital Management#914 · 12,865 sh | 12,865 | $1.6M | 1.08% | 0.0% |
| 915 | Cassia Capital Partners#915 · 12,856 sh | 12,856 | $1.6M | 0.79% | 0.0% |
| 916 | NOVARE CAPITAL MANAGEMENT#916 · 12,823 sh | 12,823 | $1.6M | 0.12% | -1.9% |
| 917 | Aaron Wealth Advisors#917 · 12,793 sh | 12,793 | $1.6M | — | +23.7% |
| 918 | Premier Fund Managers Ltd#918 · 12,500 sh | 12,500 | $1.6M | 0.15% | 0.0% |
| 919 | DOLIVER ADVISORS#919 · 12,648 sh | 12,648 | $1.6M | — | +4.6% |
| 920 | Arbor Investment Advisors#920 · 12,647 sh | 12,647 | $1.6M | — | +113.8% |
| 921 | Diversified#921 · 12,644 sh | 12,644 | $1.6M | 0.03% | +3.8% |
| 922 | Columbia Asset Management#922 · 12,624 sh | 12,624 | $1.6M | — | -4.0% |
| 923 | ZWJ INVESTMENT COUNSEL#923 · 12,593 sh | 12,593 | $1.6M | — | +0.8% |
| 924 | Keystone Financial Group#924 · 12,585 sh | 12,585 | $1.6M | 0.09% | +5.7% |
| 925 | Focus Financial Network#925 · 12,562 sh | 12,562 | $1.6M | — | -5.4% |
| 926 | BROOKS, MOORE & ASSOCIATES#926 · 12,547 sh | 12,547 | $1.6M | 0.71% | +4.9% |
| 927 | SYON CAPITAL#927 · 12,526 sh | 12,526 | $1.6M | 0.07% | +18.7% |
| 928 | MTM Investment Management#928 · 12,516 sh | 12,516 | $1.6M | 0.45% | -0.9% |
| 929 | CreativeOne Wealth#929 · 12,484 sh | 12,484 | $1.6M | 0.03% | -4.7% |
| 930 | Everhart Financial Group#930 · 12,468 sh | 12,468 | $1.6M | — | -0.5% |
| 931 | NovaPoint Capital#931 · 12,467 sh | 12,467 | $1.6M | — | +6.2% |
| 932 | FIRST NATIONAL#932 · 12,440 sh | 12,440 | $1.6M | 0.05% | -19.1% |
| 933 | CULLEN/FROST BANKERS#933 · 12,440 sh | 12,440 | $1.6M | 0.02% | -2.0% |
| 934 | Carnegie Investment Counsel#934 · 12,422 sh | 12,422 | $1.6M | — | +4.2% |
| 935 | Grantham, Mayo, Van Otterloo#935 · 12,391 sh | 12,391 | $1.6M | <0.01% | 0.0% |
| 936 | NICOLET BANKSHARES#936 · 12,407 sh | 12,407 | $1.6M | 0.05% | +1.2% |
| 937 | Allen Capital Group#937 · 12,386 sh | 12,386 | $1.6M | 0.13% | -1.3% |
| 938 | HBK Sorce Advisory#938 · 12,668 sh | 12,668 | $1.6M | 0.03% | +14.1% |
| 939 | Frank, Rimerman Advisors#939 · 12,333 sh | 12,333 | $1.6M | — | +49.1% |
| 940 | Pullen Investment Management#940 · 12,307 sh | 12,307 | $1.6M | — | +1.5% |
| 941 | Focus Partners Advisor Solutions#941 · 12,304 sh | 12,304 | $1.6M | 0.01% | +49.5% |
| 942 | Norway Savings Bank#942 · 12,266 sh | 12,266 | $1.6M | — | -0.9% |
| 943 | Souders Financial Advisors#943 · 12,253 sh | 12,253 | $1.6M | 0.16% | -1.8% |
| 944 | TOWNSQUARE CAPITAL#944 · 12,220 sh | 12,220 | $1.5M | 0.28% | +4.7% |
| 945 | MBL Wealth#945 · 12,184 sh | 12,184 | $1.5M | — | +2.2% |
| 946 | Claro Advisors#946 · 12,181 sh | 12,181 | $1.5M | 0.16% | +1.1% |
| 947 | EXCALIBUR MANAGEMENT#947 · 12,143 sh | 12,143 | $1.5M | 0.51% | +0.6% |
| 948 | KING LUTHER CAPITAL MANAGEMENT#948 · 12,103 sh | 12,103 | $1.5M | <0.01% | -5.1% |
| 949 | Penobscot Investment Management Company#949 · 12,091 sh | 12,091 | $1.5M | — | -0.5% |
| 950 | DANSKE BANK A/S#950 · 12,087 sh | 12,087 | $1.5M | <0.01% | +28.8% |
| 951 | Parkside Financial Bank#951 · 12,070 sh | 12,070 | $1.5M | — | +99.1% |
| 952 | Beech Hill Advisors#952 · 12,013 sh | 12,013 | $1.5M | 0.67% | +3.2% |
| 953 | O'Keefe Stevens Advisory#953 · 11,998 sh | 11,998 | $1.5M | — | +3.3% |
| 954 | ADVISORTRUST PARTNERS#954 · 11,998 sh | 11,998 | $1.5M | 0.52% | +8.9% |
| 955 | RFG Advisory#955 · 11,978 sh | 11,978 | $1.5M | 0.02% | +3.4% |
| 956 | Man Group plc#956 · 11,973 sh | 11,973 | $1.5M | <0.01% | -17.4% |
| 957 | Marble Harbor Investment Counsel#957 · 11,958 sh | 11,958 | $1.5M | 0.15% | 0.0% |
| 958 | Inspire Advisors#958 · 11,961 sh | 11,961 | $1.5M | 0.11% | -38.7% |
| 959 | Cascades Capital Asset Management#959 · 11,920 sh | 11,920 | $1.5M | 0.56% | +25.4% |
| 960 | RETIREMENT GUYS FORMULA#960 · 11,905 sh | 11,905 | $1.5M | — | +6.7% |
| 961 | Alpha Omega Wealth Management#961 · 11,877 sh | 11,877 | $1.5M | — | -0.1% |
| 962 | EARNEST PARTNERS#962 · 11,872 sh | 11,872 | $1.5M | <0.01% | -2.3% |
| 963 | LVW Advisors#963 · 11,871 sh | 11,871 | $1.5M | — | +1.4% |
| 964 | Mystic Asset Management#964 · 11,819 sh | 11,819 | $1.5M | — | -0.1% |
| 965 | Candriam S.C.A.#965 · 11,786 sh | 11,786 | $1.5M | <0.01% | +3.5% |
| 966 | 1ST SOURCE BANK#966 · 11,756 sh | 11,756 | $1.5M | 0.07% | -2.9% |
| 967 | LifePlan Financial#967 · 11,736 sh | 11,736 | $1.5M | — | +0.8% |
| 968 | BURKETT FINANCIAL SERVICES#968 · 11,683 sh | 11,683 | $1.5M | — | -3.8% |
| 969 | CLOUGH CAPITAL PARTNERS L P#969 · 11,662 sh | 11,662 | $1.5M | 0.12% | -80.7% |
| 970 | Chesley Taft & Associates#970 · 11,633 sh | 11,633 | $1.5M | — | +2.9% |
| 971 | Segment Wealth Management#971 · 11,622 sh | 11,622 | $1.5M | — | +7.0% |
| 972 | Drucker Wealth 3.0#972 · 11,605 sh | 11,605 | $1.5M | 0.23% | -1.3% |
| 973 | Ausdal Financial Partners#973 · 11,600 sh | 11,600 | $1.5M | 0.06% | +0.2% |
| 974 | Balboa Wealth Partners#974 · 11,590 sh | 11,590 | $1.5M | — | -11.3% |
| 975 | HERITAGE INVESTORS MANAGEMENT#975 · 11,593 sh | 11,593 | $1.5M | 0.04% | -1.0% |
| 976 | MainStreet Investment Advisors#976 · 11,573 sh | 11,573 | $1.5M | 0.20% | +10.7% |
| 977 | INDEPENDENT FINANCIAL GROUP#977 · 11,565 sh | 11,565 | $1.5M | — | +25.0% |
| 978 | Bellecapital International Ltd.#978 · 11,553 sh | 11,553 | $1.5M | — | -2.0% |
| 979 | Comprehensive Financial Consultants Institutional#979 · 11,547 sh | 11,547 | $1.5M | — | +13.2% |
| 980 | INVESCO#980 · 11,492 sh | 11,492 | $1.5M | — | +5.3% |
| 981 | Ethos Financial Group#981 · 11,427 sh | 11,427 | $1.4M | 0.10% | -21.4% |
| 982 | Rollins Financial Advisors#982 · 11,427 sh | 11,427 | $1.4M | 0.19% | +21.8% |
| 983 | LCNB#983 · 11,397 sh | 11,397 | $1.4M | 0.44% | -0.7% |
| 984 | Crestwood Advisors Group#984 · 11,357 sh | 11,357 | $1.4M | 0.02% | +22.4% |
| 985 | SBI Okasan Asset Management Ltd.#985 · 11,200 sh | 11,200 | $1.4M | 0.05% | 0.0% |
| 986 | Investment Advisors#986 · 11,349 sh | 11,349 | $1.4M | — | 0.0% |
| 987 | REUTER JAMES WEALTH MANAGEMENT#987 · 11,314 sh | 11,314 | $1.4M | — | +6.9% |
| 988 | LMG Wealth Partners#988 · 11,293 sh | 11,293 | $1.4M | 0.23% | 0.0% |
| 989 | Hexagon Capital Partners#989 · 11,291 sh | 11,291 | $1.4M | 0.20% | +16.2% |
| 990 | Widmann Financial Services#990 · 11,249 sh | 11,249 | $1.4M | 0.76% | -1.3% |
| 991 | Elyxium Wealth#991 · 11,204 sh | 11,204 | $1.4M | — | New |
| 992 | OUTFITTERS FINANCIAL#992 · 11,190 sh | 11,190 | $1.4M | — | 0.0% |
| 993 | Qtron Investments#993 · 11,187 sh | 11,187 | $1.4M | 0.19% | -13.8% |
| 994 | Greenfield Savings Bank#994 · 11,152 sh | 11,152 | $1.4M | — | -0.7% |
| 995 | Mesirow Financial Investment Management#995 · 11,103 sh | 11,103 | $1.4M | 0.02% | -1.0% |
| 996 | Mechanics Bank Department#996 · 11,062 sh | 11,062 | $1.4M | — | -12.2% |
| 997 | ALLEN WEALTH MANAGEMENT#997 · 10,879 sh | 10,879 | $1.4M | 0.67% | -5.8% |
| 998 | RIA Advisory Group#998 · 10,834 sh | 10,834 | $1.4M | — | +8.0% |
| 999 | FORTRESS PRIVATE LEDGER#999 · 10,831 sh | 10,831 | $1.4M | 0.37% | +0.5% |
| 1000 | CFS Investment Advisory Services#1000 · 10,565 sh | 10,565 | $1.4M | — | +0.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.