Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Accurate Wealth Management#1301 · 5,772 sh | 5,772 | $724.2K | — | +10.4% |
| 1302 | Evergreen Wealth Solutions#1302 · 5,803 sh | 5,803 | $722.4K | 0.04% | +78.7% |
| 1303 | Kuhn & Investment Counsel#1303 · 5,696 sh | 5,696 | $721.0K | 0.42% | +0.3% |
| 1304 | HighPoint Advisor Group#1304 · 5,663 sh | 5,663 | $716.9K | 0.03% | +18.6% |
| 1305 | Bill Few Associates#1305 · 5,657 sh | 5,657 | $716.1K | — | +9.9% |
| 1306 | Keel Point#1306 · 5,654 sh | 5,654 | $715.7K | 0.04% | -8.6% |
| 1307 | EntryPoint Capital#1307 · 5,636 sh | 5,636 | $713.4K | 0.17% | New |
| 1308 | Avestar Capital#1308 · 5,632 sh | 5,632 | $712.9K | 0.04% | -3.9% |
| 1309 | MBA Advisors#1309 · 5,630 sh | 5,630 | $712.6K | 0.24% | +1.4% |
| 1310 | BAR HARBOR WEALTH MANAGEMENT#1310 · 5,628 sh | 5,628 | $712.4K | — | -0.4% |
| 1311 | BCGM Wealth Management#1311 · 5,624 sh | 5,624 | $711.9K | 0.15% | +4.9% |
| 1312 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#1312 · 5,587 sh | 5,587 | $707.3K | — | +14.5% |
| 1313 | WealthPlan Investment Management#1313 · 5,581 sh | 5,581 | $706.4K | — | +6.6% |
| 1314 | First Financial Bank - Division#1314 · 5,579 sh | 5,579 | $706.2K | — | +4.7% |
| 1315 | Financial Security Advisor#1315 · 5,575 sh | 5,575 | $705.7K | 0.11% | -14.0% |
| 1316 | SageView Advisory Group#1316 · 5,562 sh | 5,562 | $704.0K | 0.02% | -1.8% |
| 1317 | PALISADE CAPITAL MANAGEMENT#1317 · 5,541 sh | 5,541 | $701.4K | 0.03% | +3.0% |
| 1318 | Palogic Value Management, L.P.#1318 · 5,537 sh | 5,537 | $700.9K | 0.23% | 0.0% |
| 1319 | Independence Bank of Kentucky#1319 · 5,532 sh | 5,532 | $700.2K | — | -0.5% |
| 1320 | E&G Advisors#1320 · 5,509 sh | 5,509 | $697.3K | — | 0.0% |
| 1321 | NorthRock Partners#1321 · 5,504 sh | 5,504 | $696.7K | 0.01% | -7.0% |
| 1322 | Kera Capital Partners#1322 · 5,495 sh | 5,495 | $695.6K | 0.07% | +96.5% |
| 1323 | Trivium Point Advisory#1323 · 5,491 sh | 5,491 | $695.0K | 0.06% | -12.4% |
| 1324 | GSA CAPITAL PARTNERS LLP#1324 · 5,490 sh | 5,490 | $695.0K | 0.04% | New |
| 1325 | CVA Family Office#1325 · 5,477 sh | 5,477 | $693.3K | 0.06% | +0.1% |
| 1326 | Decker Wealth Management#1326 · 5,476 sh | 5,476 | $693.2K | — | 0.0% |
| 1327 | Kassira Wealth Management#1327 · 5,442 sh | 5,442 | $688.8K | 0.55% | +26.7% |
| 1328 | PCM Encore#1328 · 5,418 sh | 5,418 | $685.9K | 0.12% | -1.3% |
| 1329 | Live Oak Investment Partners#1329 · 5,418 sh | 5,418 | $685.8K | — | +3.5% |
| 1330 | Freestone Capital#1330 · 5,396 sh | 5,396 | $683.0K | 0.02% | -8.2% |
| 1331 | Crewe Advisors#1331 · 5,391 sh | 5,391 | $682.4K | 0.05% | +0.6% |
| 1332 | VISIONARY HORIZONS#1332 · 5,387 sh | 5,387 | $681.9K | — | -7.7% |
| 1333 | Cordatus Wealth Management#1333 · 5,357 sh | 5,357 | $677.9K | — | +0.5% |
| 1334 | Members#1334 · 5,353 sh | 5,353 | $677.6K | 0.02% | -1.8% |
| 1335 | GUYASUTA INVESTMENT ADVISORS#1335 · 5,351 sh | 5,351 | $677.3K | — | -4.3% |
| 1336 | Gladstone Institutional Advisory#1336 · 5,333 sh | 5,333 | $675.0K | 0.02% | +10.7% |
| 1337 | Quest 10 Wealth Builders#1337 · 5,330 sh | 5,330 | $674.7K | 0.52% | +1.5% |
| 1338 | STG SECURITIES#1338 · 5,325 sh | 5,325 | $674.0K | 0.05% | — |
| 1339 | WILKINS INVESTMENT COUNSEL#1339 · 5,309 sh | 5,309 | $672.0K | 0.09% | 0.0% |
| 1340 | MOSAIC FAMILY WEALTH PARTNERS#1340 · 5,300 sh | 5,300 | $670.9K | 0.04% | +16.2% |
| 1341 | ASHTON THOMAS SECURITIES#1341 · 5,295 sh | 5,295 | $670.4K | — | +11.5% |
| 1342 | Tudor Financial#1342 · 5,276 sh | 5,276 | $667.9K | 0.30% | +15.1% |
| 1343 | Aegis Wealth Management#1343 · 5,257 sh | 5,257 | $665.4K | 0.31% | +5.2% |
| 1344 | BURNEY#1344 · 5,229 sh | 5,229 | $661.9K | — | +108.3% |
| 1345 | Aspen Investment Management#1345 · 5,222 sh | 5,222 | $661.0K | 0.18% | +0.7% |
| 1346 | Indie Asset Partners#1346 · 5,218 sh | 5,218 | $660.5K | 0.63% | 0.0% |
| 1347 | Retirement Planning of New England#1347 · 5,216 sh | 5,216 | $660.3K | — | -3.5% |
| 1348 | Cypress Wealth Services#1348 · 5,209 sh | 5,209 | $659.3K | — | -9.9% |
| 1349 | FIRETHORN WEALTH PARTNERS#1349 · 5,203 sh | 5,203 | $658.6K | — | +0.6% |
| 1350 | Costello Asset Management#1350 · 5,196 sh | 5,196 | $657.7K | 0.20% | -0.3% |
| 1351 | HHM Wealth Advisors#1351 · 5,173 sh | 5,173 | $654.8K | 0.07% | -0.6% |
| 1352 | Destination Wealth Management#1352 · 5,169 sh | 5,169 | $654.3K | 0.02% | +8.0% |
| 1353 | OSTRUM ASSET MANAGEMENT#1353 · 5,163 sh | 5,163 | $653.5K | 0.03% | 0.0% |
| 1354 | Hendershot Investments#1354 · 5,153 sh | 5,153 | $652.2K | 0.09% | 0.0% |
| 1355 | Latitude Advisors#1355 · 5,139 sh | 5,139 | $650.5K | — | +52.6% |
| 1356 | TRANSCEND WEALTH COLLECTIVE#1356 · 5,117 sh | 5,117 | $647.7K | 0.04% | +75.6% |
| 1357 | OpenArc Corporate Advisory#1357 · 5,103 sh | 5,103 | $646.0K | — | +22.8% |
| 1358 | Bridgewater Advisors#1358 · 5,449 sh | 5,449 | $645.6K | 0.04% | -1.6% |
| 1359 | Optas#1359 · 5,086 sh | 5,086 | $643.8K | 0.09% | +7.1% |
| 1360 | FIRST NATIONAL BANK & OF NEWTOWN#1360 · 5,130 sh | 5,130 | $643.4K | 0.13% | -15.4% |
| 1361 | Mathes Company#1361 · 26,145 sh | 26,145 | $642.0K | 0.20% | 0.0% |
| 1362 | Kathmere Capital Management#1362 · 5,070 sh | 5,070 | $641.8K | — | +24.8% |
| 1363 | UHLMANN PRICE SECURITIES#1363 · 5,067 sh | 5,067 | $641.4K | 0.02% | +0.2% |
| 1364 | Susquehanna Portfolio Strategies#1364 · 5,064 sh | 5,064 | $641.0K | 0.01% | New |
| 1365 | SBI Securities , Ltd.#1365 · 5,061 sh | 5,061 | $640.6K | — | -5.1% |
| 1366 | Walker Asset Management#1366 · 5,009 sh | 5,009 | $634.0K | — | +0.7% |
| 1367 | Broyhill Asset Management#1367 · 5,003 sh | 5,003 | $633.3K | 0.56% | 0.0% |
| 1368 | XML Financial#1368 · 5,002 sh | 5,002 | $633.2K | 0.05% | -4.4% |
| 1369 | Supplemental Annuity Collective of NJ#1369 · 5,000 sh | 5,000 | $632.9K | 0.16% | -5.1% |
| 1370 | JMAC ENTERPRISES#1370 · 5,000 sh | 5,000 | $632.9K | 0.11% | +11.1% |
| 1371 | Busey Wealth Management#1371 · 4,999 sh | 4,999 | $632.8K | — | +3.0% |
| 1372 | Hudock#1372 · 4,983 sh | 4,983 | $630.8K | — | 0.0% |
| 1373 | Duncan Williams Asset Management#1373 · 4,954 sh | 4,954 | $627.0K | 0.14% | New |
| 1374 | Cynosure Management#1374 · 4,948 sh | 4,948 | $626.3K | 0.09% | New |
| 1375 | WHITE PINE CAPITAL#1375 · 4,944 sh | 4,944 | $625.8K | 0.15% | -1.8% |
| 1376 | HEADINVEST#1376 · 4,939 sh | 4,939 | $625.2K | 0.12% | -1.7% |
| 1377 | Annis Gardner Whiting Capital Advisors#1377 · 4,924 sh | 4,924 | $623.2K | 0.09% | -4.3% |
| 1378 | ROGCO#1378 · 4,921 sh | 4,921 | $622.9K | 0.19% | 0.0% |
| 1379 | Southeast Asset Advisors#1379 · 4,903 sh | 4,903 | $620.6K | 0.06% | 0.0% |
| 1380 | Probity Advisors#1380 · 4,869 sh | 4,869 | $616.3K | — | +1.9% |
| 1381 | Castleview Partners#1381 · 4,852 sh | 4,852 | $614.3K | — | +27.4% |
| 1382 | Interchange Capital Partners#1382 · 4,847 sh | 4,847 | $613.5K | 0.12% | +41.8% |
| 1383 | Bedel Financial Consulting#1383 · 4,834 sh | 4,834 | $611.9K | 0.06% | +5.8% |
| 1384 | Abel Hall#1384 · 4,832 sh | 4,832 | $611.6K | — | +34.2% |
| 1385 | ROBERTS GLORE#1385 · 4,817 sh | 4,817 | $609.8K | 0.15% | 0.0% |
| 1386 | Southland Equity Partners#1386 · 4,815 sh | 4,815 | $609.4K | — | +2.9% |
| 1387 | Insight Wealth Partners#1387 · 4,813 sh | 4,813 | $609.2K | — | New |
| 1388 | Wolff Financial Management#1388 · 4,810 sh | 4,810 | $608.9K | — | 0.0% |
| 1389 | PETRA FINANCIAL ADVISORS#1389 · 4,791 sh | 4,791 | $606.4K | 0.28% | +0.2% |
| 1390 | Pinnacle Wealth Management Advisory Group#1390 · 4,788 sh | 4,788 | $606.1K | — | +9.6% |
| 1391 | Blue Fin Capital#1391 · 4,786 sh | 4,786 | $605.9K | 0.09% | +1.4% |
| 1392 | Tyche Wealth Partners#1392 · 4,780 sh | 4,780 | $605.1K | 0.08% | -1.1% |
| 1393 | Huber Capital Management#1393 · 4,770 sh | 4,770 | $603.8K | 0.09% | 0.0% |
| 1394 | INVESTMENT ADVISORY SERVICES /TX#1394 · 4,769 sh | 4,769 | $603.7K | — | -0.8% |
| 1395 | Financial Advisors Network#1395 · 4,758 sh | 4,758 | $602.3K | 0.07% | +13.6% |
| 1396 | ATALANTA SOSNOFF CAPITAL#1396 · 4,756 sh | 4,756 | $602.0K | 0.01% | -10.6% |
| 1397 | RB Capital Management#1397 · 4,755 sh | 4,755 | $601.9K | 0.12% | -0.7% |
| 1398 | NBH Bank#1398 · 4,746 sh | 4,746 | $600.7K | 0.25% | — |
| 1399 | Allen Mooney & Barnes Investment Advisors#1399 · 4,742 sh | 4,742 | $600.2K | — | -40.7% |
| 1400 | CENTAURUS FINANCIAL#1400 · 4,737 sh | 4,737 | $600.0K | 0.03% | -1.2% |
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.