Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Forum Financial Management#1401 · 4,728 sh | 4,728 | $598.5K | — | +2.9% |
| 1402 | Pettinga Financial Advisors#1402 · 4,728 sh | 4,728 | $598.5K | — | -6.4% |
| 1403 | GREATMARK INVESTMENT PARTNERS#1403 · 4,721 sh | 4,721 | $597.6K | 0.07% | -6.4% |
| 1404 | BOOTHBAY FUND MANAGEMENT#1404 · 4,714 sh | 4,714 | $596.7K | <0.01% | +83.0% |
| 1405 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1405 · 4,695 sh | 4,695 | $594.3K | — | +22.1% |
| 1406 | SeaCrest Wealth Management#1406 · 4,690 sh | 4,690 | $593.7K | — | -5.4% |
| 1407 | DENALI ADVISORS#1407 · 4,685 sh | 4,685 | $593.0K | 0.06% | +1.1% |
| 1408 | L2 Asset Management#1408 · 4,679 sh | 4,679 | $592.3K | 0.06% | +0.1% |
| 1409 | UNIVEST FINANCIAL#1409 · 4,678 sh | 4,678 | $592.1K | 0.03% | +79.6% |
| 1410 | Marathon Strategic Advisors#1410 · 4,666 sh | 4,666 | $590.6K | — | 0.0% |
| 1411 | One Capital Management#1411 · 4,506 sh | 4,506 | $590.1K | 0.02% | 0.0% |
| 1412 | BRIDGES INVESTMENT MANAGEMENT#1412 · 4,658 sh | 4,658 | $589.6K | <0.01% | -3.4% |
| 1413 | SMITH CHAS P & ASSOCIATES PA CPAS#1413 · 4,625 sh | 4,625 | $585.4K | — | -2.0% |
| 1414 | PRINCETON CAPITAL MANAGEMENT#1414 · 4,619 sh | 4,619 | $584.6K | 0.13% | 0.0% |
| 1415 | Fruth Investment Management#1415 · 4,616 sh | 4,616 | $584.0K | — | -2.9% |
| 1416 | Capital Analysts#1416 · 4,610 sh | 4,610 | $584.0K | 0.01% | +0.1% |
| 1417 | AIGEN INVESTMENT MANAGEMENT#1417 · 4,612 sh | 4,612 | $583.8K | 0.16% | New |
| 1418 | Northstar Advisory Group#1418 · 4,607 sh | 4,607 | $583.2K | 0.18% | +1.7% |
| 1419 | Code Waechter#1419 · 4,601 sh | 4,601 | $582.4K | — | +0.3% |
| 1420 | Level Wealth Management#1420 · 4,599 sh | 4,599 | $582.1K | — | -3.7% |
| 1421 | WASHINGTON CAPITAL MANAGEMENT#1421 · 4,595 sh | 4,595 | $581.6K | — | 0.0% |
| 1422 | Intrua Financial#1422 · 4,589 sh | 4,589 | $580.9K | 0.05% | -4.2% |
| 1423 | Novak & Powell Financial Services#1423 · 4,583 sh | 4,583 | $580.2K | 0.27% | -0.2% |
| 1424 | O'ROURKE & COMPANY#1424 · 4,582 sh | 4,582 | $580.1K | 0.20% | +0.2% |
| 1425 | Thayer Financial, L.L.C.#1425 · 4,582 sh | 4,582 | $580.0K | — | -0.4% |
| 1426 | READYSTATE ASSET MANAGEMENT#1426 · 4,572 sh | 4,572 | $578.7K | <0.01% | New |
| 1427 | Beacon Capital Management#1427 · 4,555 sh | 4,555 | $576.6K | — | +6.4% |
| 1428 | DOHENY ASSET MANAGEMENT#1428 · 4,553 sh | 4,553 | $576.0K | 0.33% | 0.0% |
| 1429 | BayBridge Capital Group#1429 · 4,537 sh | 4,537 | $574.4K | — | +64.9% |
| 1430 | PDS Planning#1430 · 4,530 sh | 4,530 | $573.4K | 0.03% | +7.0% |
| 1431 | LOS ANGELES CAPITAL MANAGEMENT#1431 · 4,527 sh | 4,527 | $573.0K | <0.01% | -84.3% |
| 1432 | ASPIRIANT#1432 · 4,504 sh | 4,504 | $570.2K | — | +3.1% |
| 1433 | Alpha Zero#1433 · 4,521 sh | 4,521 | $570.1K | 0.22% | +109.8% |
| 1434 | Pinnacle West Asset Management#1434 · 4,495 sh | 4,495 | $569.0K | 0.39% | 0.0% |
| 1435 | CALTON & ASSOCIATES#1435 · 4,493 sh | 4,493 | $568.8K | 0.08% | -29.9% |
| 1436 | CHILDRESS CAPITAL ADVISORS#1436 · 4,491 sh | 4,491 | $568.4K | 0.09% | -10.1% |
| 1437 | Hummer Financial Advisory Services#1437 · 4,474 sh | 4,474 | $566.3K | — | 0.0% |
| 1438 | ARGUS INVESTORS' COUNSEL#1438 · 4,448 sh | 4,448 | $563.0K | — | 0.0% |
| 1439 | ABN AMRO Bank N.V.#1439 · 4,380 sh | 4,380 | $562.4K | <0.01% | -22.9% |
| 1440 | Calamos Wealth Management#1440 · 4,416 sh | 4,416 | $559.0K | 0.02% | -98.5% |
| 1441 | Meadowbrook Wealth Management#1441 · 4,436 sh | 4,436 | $557.9K | — | +28.7% |
| 1442 | ZACKS INVESTMENT MANAGEMENT#1442 · 4,404 sh | 4,404 | $557.5K | <0.01% | -5.6% |
| 1443 | Truvestments Capital#1443 · 4,392 sh | 4,392 | $555.9K | 0.08% | -1.3% |
| 1444 | Nikulski Financial#1444 · 4,391 sh | 4,391 | $555.8K | 0.12% | -0.6% |
| 1445 | Focused Wealth Management#1445 · 4,386 sh | 4,386 | $555.1K | 0.05% | +2.6% |
| 1446 | KPP Advisory Services#1446 · 4,376 sh | 4,376 | $553.9K | — | -0.7% |
| 1447 | Quotient Wealth Partners#1447 · 4,371 sh | 4,371 | $553.3K | 0.01% | +12.9% |
| 1448 | Thompson David Blair#1448 · 4,368 sh | 4,368 | $552.9K | 0.28% | +2.1% |
| 1449 | Versant Capital Management#1449 · 4,340 sh | 4,340 | $549.4K | — | +19.0% |
| 1450 | Steigerwald, Gordon & Koch#1450 · 4,331 sh | 4,331 | $548.2K | 0.05% | +2.1% |
| 1451 | Arkos Global Advisors#1451 · 4,329 sh | 4,329 | $548.0K | 0.06% | +1.3% |
| 1452 | Johnson Financial Group#1452 · 4,328 sh | 4,328 | $547.8K | 0.02% | +158.2% |
| 1453 | Asset Advisors Investment Management#1453 · 4,327 sh | 4,327 | $547.7K | — | -7.4% |
| 1454 | Adams Wealth Management#1454 · 4,321 sh | 4,321 | $547.0K | 0.10% | +21.4% |
| 1455 | Oxbow Advisors#1455 · 4,295 sh | 4,295 | $543.7K | 0.04% | +58.1% |
| 1456 | NBT BANK N A#1456 · 4,285 sh | 4,285 | $542.4K | — | -11.4% |
| 1457 | WADDELL & ASSOCIATES#1457 · 4,273 sh | 4,273 | $540.9K | 0.03% | 0.0% |
| 1458 | MJP ASSOCIATES#1458 · 4,252 sh | 4,252 | $538.2K | 0.06% | -10.9% |
| 1459 | Brucke Financial#1459 · 4,249 sh | 4,249 | $537.9K | — | +39.3% |
| 1460 | Acorns Advisers#1460 · 4,246 sh | 4,246 | $537.0K | <0.01% | +8.1% |
| 1461 | Mayfair Advisory Group#1461 · 4,108 sh | 4,108 | $536.2K | — | +9.6% |
| 1462 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1462 · 4,235 sh | 4,235 | $536.1K | 0.30% | +11.2% |
| 1463 | Marshall Financial Group#1463 · 4,234 sh | 4,234 | $536.0K | 0.08% | -13.0% |
| 1464 | FLAGSHIP HARBOR ADVISORS#1464 · 4,229 sh | 4,229 | $535.3K | — | -0.8% |
| 1465 | Raab & Moskowitz Asset Management#1465 · 4,213 sh | 4,213 | $533.3K | 0.11% | -0.3% |
| 1466 | Old Port Advisors#1466 · 4,196 sh | 4,196 | $531.2K | — | -8.7% |
| 1467 | MIRABELLA FINANCIAL SERVICES LLP#1467 · 4,196 sh | 4,196 | $531.1K | 0.05% | +81.4% |
| 1468 | D.B. Root & Company#1468 · 4,195 sh | 4,195 | $531.1K | 0.11% | -13.4% |
| 1469 | MERIDIAN INVESTMENT COUNSEL#1469 · 4,190 sh | 4,190 | $530.4K | — | 0.0% |
| 1470 | Strategic Wealth Partners, Ltd.#1470 · 4,187 sh | 4,187 | $530.0K | 0.03% | -34.8% |
| 1471 | Verum Partners#1471 · 4,182 sh | 4,182 | $529.4K | — | +23.5% |
| 1472 | Alliance Wealth Advisors#1472 · 4,181 sh | 4,181 | $529.2K | 0.10% | +61.7% |
| 1473 | Investment Partners Asset Management#1473 · 4,178 sh | 4,178 | $528.9K | — | 0.0% |
| 1474 | Ironsides Asset Advisors#1474 · 4,177 sh | 4,177 | $528.8K | — | 0.0% |
| 1475 | Saxony Capital Management#1475 · 4,171 sh | 4,171 | $527.9K | — | -5.2% |
| 1476 | EARNED WEALTH ADVISORS#1476 · 4,168 sh | 4,168 | $527.6K | 0.03% | -13.9% |
| 1477 | W.H. Cornerstone Investments#1477 · 4,167 sh | 4,167 | $527.4K | 0.30% | +37.8% |
| 1478 | Oakworth Capital#1478 · 4,162 sh | 4,162 | $526.3K | — | 0.0% |
| 1479 | EVOLVE PRIVATE WEALTH#1479 · 4,148 sh | 4,148 | $525.1K | 0.03% | +49.5% |
| 1480 | Community Financial Services Group#1480 · 4,173 sh | 4,173 | $524.8K | — | +11.8% |
| 1481 | Westmount Partners#1481 · 4,144 sh | 4,144 | $524.5K | 0.11% | +2.7% |
| 1482 | Salomon & Ludwin#1482 · 4,168 sh | 4,168 | $524.2K | 0.04% | -0.7% |
| 1483 | PFG Advisors#1483 · 4,135 sh | 4,135 | $523.4K | — | -8.0% |
| 1484 | Fourth Dimension Wealth#1484 · 4,133 sh | 4,133 | $523.2K | 0.17% | +9.2% |
| 1485 | Advyzon Investment Management#1485 · 4,122 sh | 4,122 | $521.8K | 0.04% | +13.9% |
| 1486 | Relyea Zuckerberg Hanson#1486 · 4,117 sh | 4,117 | $521.2K | — | +2.8% |
| 1487 | MARATHON CAPITAL MANAGEMENT#1487 · 4,110 sh | 4,110 | $520.2K | — | 0.0% |
| 1488 | Citizens Business Bank#1488 · 4,090 sh | 4,090 | $517.7K | 0.08% | -3.0% |
| 1489 | Capital Management Associates#1489 · 4,087 sh | 4,087 | $517.3K | — | -1.4% |
| 1490 | ASSOCIATED BANC#1490 · 4,080 sh | 4,080 | $516.4K | 0.01% | -2.3% |
| 1491 | McCollum Christoferson Group#1491 · 4,079 sh | 4,079 | $516.3K | — | 0.0% |
| 1492 | Employees Retirement System of Texas#1492 · 4,074 sh | 4,074 | $516.0K | <0.01% | New |
| 1493 | PEAK FINANCIAL ADVISORS#1493 · 4,073 sh | 4,073 | $515.5K | 0.21% | +0.5% |
| 1494 | Park Place Capital#1494 · 4,070 sh | 4,070 | $515.1K | 0.08% | -0.2% |
| 1495 | BXM Wealth#1495 · 4,065 sh | 4,065 | $514.5K | 0.28% | +46.4% |
| 1496 | Knollwood Investment Advisory#1496 · 4,055 sh | 4,055 | $513.3K | 0.05% | 0.0% |
| 1497 | TBH Global Asset Management#1497 · 4,055 sh | 4,055 | $513.3K | 0.09% | -6.9% |
| 1498 | AM INVESTMENT STRATEGIES#1498 · 4,055 sh | 4,055 | $513.0K | 0.10% | +0.2% |
| 1499 | Carolina Wealth Management#1499 · 4,050 sh | 4,050 | $512.6K | 0.24% | — |
| 1500 | Fortress Wealth Group#1500 · 3,927 sh | 3,927 | $512.6K | 0.18% | +3.4% |
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.