Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 11)

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 1,001 to 1,100. 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 1,001–1,100 of 2,509

Institutional investors reporting a position in Duke Energy CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Larson Financial Group#1001 · 10,705 sh$1.4M+12.8%
Cherokee Insurance#1002 · 10,700 sh$1.4M0.0%
Roxbury Financial#1003 · 10,683 sh$1.4M+1.0%
EAGLE GLOBAL ADVISORS#1004 · 10,650 sh$1.3M0.0%
Dynamic Technology Lab Private Ltd#1005 · 10,652 sh$1.3MNew
Machina Capital S.A.S.#1006 · 10,628 sh$1.3MNew
Corundum Group#1007 · 10,621 sh$1.3M-1.4%
Haverford#1008 · 10,584 sh$1.3M-8.4%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1009 · 10,574 sh$1.3M-0.6%
Belpointe Asset Management#1010 · 10,570 sh$1.3M-3.1%
Clearbridge Investments#1011 · 10,537 sh$1.3M0.0%
Valmark Advisers#1012 · 10,535 sh$1.3M-1.9%
Andrew Hill Investment Advisors#1013 · 10,524 sh$1.3M-0.3%
GRIMES & WEALTH MANAGEMENT#1014 · 10,521 sh$1.3M+8.4%
Hayek Kallen Investment Management#1015 · 10,493 sh$1.3M+0.1%
FCA#1016 · 10,487 sh$1.3M+5.8%
Western Wealth Management#1017 · 10,480 sh$1.3M+0.7%
Dickmeyer Boyce Financial Management#1018 · 10,455 sh$1.3M0.0%
Simplicity Wealth#1019 · 10,453 sh$1.3M+37.9%
SCHULHOFF#1020 · 10,434 sh$1.3M0.0%
Formidable Asset Management#1021 · 10,080 sh$1.3M-0.1%
Bright Futures Wealth Management#1022 · 10,403 sh$1.3M-16.7%
Winthrop Capital Management#1023 · 10,378 sh$1.3M+0.6%
WHALEROCK POINT PARTNERS#1024 · 10,362 sh$1.3M-3.4%
AA Financial Advisors#1025 · 10,357 sh$1.3M+8.1%
Phillips Wealth Planners#1026 · 10,219 sh$1.3M-9.1%
B. Riley Wealth Advisors#1027 · 10,151 sh$1.3M+5.4%
MONETA GROUP INVESTMENT ADVISORS#1028 · 10,291 sh$1.3M+10.9%
INSIGNEO ADVISORY SERVICES#1029 · 10,289 sh$1.3M+2.4%
Atlanta Consulting Group Advisors#1030 · 10,271 sh$1.3M+38.2%
Voya Financial Advisors#1031 · 10,121 sh$1.3M-18.7%
Taylor Hoffman Capital Management#1032 · 10,259 sh$1.3M0.0%
Verity Asset Management#1033 · 10,205 sh$1.3M+7.3%
HARBOR INVESTMENT ADVISORY#1034 · 10,195 sh$1.3M+6.3%
TWIN CITY PRIVATE WEALTH#1035 · 10,119 sh$1.3M-21.7%
Wills Financial Group#1036 · 10,030 sh$1.3M+3.9%
Patriot Financial Group Insurance Agency#1037 · 10,020 sh$1.3M-48.0%
First County Bank#1038 · 9,980 sh$1.3M-6.1%
GABLES CAPITAL MANAGEMENT#1039 · 9,954 sh$1.3M0.0%
Bluebird Wealth Management#1040 · 9,918 sh$1.3M-5.1%
CHICAGO NA#1041 · 9,865 sh$1.2M0.0%
FIRST MANHATTAN#1042 · 9,820 sh$1.2M-19.1%
OF VIRGINIA#1043 · 9,740 sh$1.2M-7.4%
INTEGRITY ALLIANCE#1044 · 9,723 sh$1.2M+15.0%
PICTON MAHONEY ASSET MANAGEMENT#1045 · 9,637 sh$1.2MNew
KCM INVESTMENT ADVISORS#1046 · 9,611 sh$1.2M-3.7%
GUARDIAN WEALTH ADVISORS, / NC#1047 · 9,606 sh$1.2M+18.9%
Rithm Capital#1048 · 9,600 sh$1.2M+11.6%
Atom Investors#1049 · 9,595 sh$1.2MNew
First City Capital Management#1050 · 9,558 sh$1.2M-0.3%
Strategic Advisors#1051 · 9,475 sh$1.2M-86.0%
Elm Partners Management#1052 · 9,463 sh$1.2M0.0%
Cassaday & Wealth Management#1053 · 9,450 sh$1.2M+11.1%
Kellett Wealth Advisors#1054 · 9,431 sh$1.2M0.0%
DEARBORN PARTNERS#1055 · 9,103 sh$1.2M0.0%
Pines Wealth Management#1056 · 9,409 sh$1.2M-0.1%
Sculati Wealth Management#1057 · 9,508 sh$1.2M+0.1%
Hilltop#1058 · 9,367 sh$1.2M-16.6%
NWAM#1059 · 9,359 sh$1.2M+94.5%
Abacus Planning Group#1060 · 9,339 sh$1.2M-0.2%
JBR Financial Management#1061 · 9,338 sh$1.2M+4.8%
Field & Main Bank#1062 · 9,308 sh$1.2M+2.2%
Sollinda Capital Management#1063 · 9,268 sh$1.2M+3.9%
Atlas Brown#1064 · 9,245 sh$1.2M+0.1%
KAVAR CAPITAL PARTNERS GROUP#1065 · 9,238 sh$1.2M-2.1%
CIDEL ASSET MANAGEMENT#1066 · 9,227 sh$1.2M+27.3%
Revisor Wealth Management#1067 · 9,214 sh$1.2M-15.7%
Huntleigh Advisors#1068 · 9,163 sh$1.2M+5.9%
Gateway Wealth Partners#1069 · 9,162 sh$1.2M-32.8%
PEOPLES FINANCIAL SERVICES#1070 · 9,156 sh$1.2M-0.5%
STABLEFORD CAPITAL II#1071 · 9,149 sh$1.2M+6.6%
Fidelis Capital Partners#1072 · 9,078 sh$1.1M+1.0%
St. Louis#1073 · 5,207 sh$1.1M0.0%
Intesa Sanpaolo S.p.A.#1074 · 9,071 sh$1.1M+6.7%
KEYNOTE FINANCIAL SERVICES#1075 · 9,054 sh$1.1M-1.1%
Indivisible Partners#1076 · 9,049 sh$1.1M+16.8%
EPG Wealth Management#1077 · 9,041 sh$1.1M+38.7%
Bank OZK#1078 · 9,041 sh$1.1M-18.1%
CoreCap Advisors#1079 · 8,994 sh$1.1M+2.2%
EverSource Wealth Advisors#1080 · 8,942 sh$1.1M-7.9%
HORIZON FINANCIAL SERVICES#1081 · 8,934 sh$1.1M+2.8%
Texas Capital Bank Wealth Management Services#1082 · 8,913 sh$1.1M+0.9%
BCS Private Wealth Management#1083 · 8,898 sh$1.1M-8.2%
CROBAN#1084 · 8,887 sh$1.1M+4.3%
Newbridge Financial Services Group#1085 · 8,880 sh$1.1M-37.0%
Checchi Capital Advisers#1086 · 8,866 sh$1.1M0.0%
INGALLS & SNYDER#1087 · 8,865 sh$1.1M-0.5%
GREAT VALLEY ADVISOR GROUP#1088 · 8,858 sh$1.1M-4.9%
Allred Capital Management#1089 · 8,820 sh$1.1M-0.4%
First Dallas Securities#1090 · 8,808 sh$1.1M-0.2%
Gryphon Financial Partners#1091 · 8,787 sh$1.1M+20.2%
EVERMAY WEALTH MANAGEMENT#1092 · 8,766 sh$1.1M-0.7%
Themes Management#1093 · 8,757 sh$1.1M+13.7%
Nepsis#1094 · 8,611 sh$1.1M-0.7%
BRIGHTON JONES#1095 · 8,599 sh$1.1M+12.5%
CURA WEALTH ADVISORS#1096 · 8,588 sh$1.1M-0.3%
Cape Investment Advisory#1097 · 8,559 sh$1.1M-1.5%
Tortuga Wealth Management#1098 · 8,540 sh$1.1M+4.9%
Nilsine Partners#1099 · 8,536 sh$1.1M+9.8%
Aviance Capital Partners#1100 · 8,517 sh$1.1M+2.3%

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.