Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Summit Asset Management#1601 · 3,477 sh | 3,477 | $440.1K | 0.06% | +4.4% |
| 1602 | Sequent Asset Management#1602 · 3,464 sh | 3,464 | $438.5K | 0.18% | +4.8% |
| 1603 | Diversified Enterprises#1603 · 3,462 sh | 3,462 | $438.2K | — | -9.1% |
| 1604 | Aldebaran Financial#1604 · 3,460 sh | 3,460 | $438.0K | 0.36% | 0.0% |
| 1605 | Asset Planning#1605 · 3,460 sh | 3,460 | $437.9K | — | +0.2% |
| 1606 | Onyx Bridge Wealth Group#1606 · 3,459 sh | 3,459 | $437.9K | — | +4.0% |
| 1607 | WRIGHT INVESTORS SERVICE#1607 · 3,455 sh | 3,455 | $437.3K | 0.12% | -5.9% |
| 1608 | CHAPIN DAVIS#1608 · 3,446 sh | 3,446 | $436.2K | — | -57.0% |
| 1609 | BARLOW WEALTH PARTNERS#1609 · 3,438 sh | 3,438 | $435.9K | — | New |
| 1610 | Marotta Asset Management#1610 · 3,465 sh | 3,465 | $435.8K | — | +0.1% |
| 1611 | DUNCKER STREETT#1611 · 3,433 sh | 3,433 | $434.5K | 0.07% | 0.0% |
| 1612 | May Hill Capital#1612 · 3,430 sh | 3,430 | $434.1K | 0.09% | +8.1% |
| 1613 | United Advisor Group#1613 · 3,428 sh | 3,428 | $433.9K | 0.05% | +4.4% |
| 1614 | FIDUCIARY FINANCIAL GROUP#1614 · 3,427 sh | 3,427 | $433.8K | — | +8.1% |
| 1615 | SAWGRASS ASSET MANAGEMENT#1615 · 3,422 sh | 3,422 | $433.2K | 0.06% | -14.0% |
| 1616 | Secure Asset Management#1616 · 3,414 sh | 3,414 | $432.2K | — | -11.0% |
| 1617 | BRANDYWINE OAK PRIVATE WEALTH#1617 · 3,411 sh | 3,411 | $431.8K | — | -6.5% |
| 1618 | PRELUDE CAPITAL MANAGEMENT#1618 · 3,410 sh | 3,410 | $431.6K | 0.03% | +61.2% |
| 1619 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#1619 · 3,458 sh | 3,458 | $431.2K | 0.24% | +0.3% |
| 1620 | FOSTER & MOTLEY#1620 · 3,405 sh | 3,405 | $431.0K | 0.02% | +95.9% |
| 1621 | Cambria Investment Management, L.P.#1621 · 3,399 sh | 3,399 | $430.2K | 0.02% | +6.8% |
| 1622 | OMC Financial Services LTD#1622 · 3,395 sh | 3,395 | $429.7K | — | +0.1% |
| 1623 | Cooper Financial Group#1623 · 3,392 sh | 3,392 | $429.3K | — | +5.8% |
| 1624 | Revolve Wealth Partners#1624 · 3,389 sh | 3,389 | $429.0K | — | +8.0% |
| 1625 | NCM Capital Management#1625 · 3,383 sh | 3,383 | $428.2K | 0.13% | -2.9% |
| 1626 | Campion Asset Management#1626 · 3,376 sh | 3,376 | $427.3K | 0.26% | -1.9% |
| 1627 | DAVIS R M#1627 · 3,373 sh | 3,373 | $427.0K | <0.01% | -1.6% |
| 1628 | Approach Retirement Advisors#1628 · 3,369 sh | 3,369 | $426.5K | — | +6.0% |
| 1629 | DRIVE WEALTH MANAGEMENT#1629 · 3,369 sh | 3,369 | $426.4K | 0.08% | -0.4% |
| 1630 | Shah Wealth Advisors#1630 · 3,367 sh | 3,367 | $426.3K | 0.10% | — |
| 1631 | Nelson, Van Denburg & Campbell Wealth Management Group#1631 · 3,361 sh | 3,361 | $425.5K | — | -4.7% |
| 1632 | denkapparat Operations GmbH#1632 · 3,354 sh | 3,354 | $424.5K | 0.14% | New |
| 1633 | Bryn Mawr Advisors#1633 · 3,348 sh | 3,348 | $423.8K | 0.02% | +4.0% |
| 1634 | Grove Bank#1634 · 3,342 sh | 3,342 | $423.0K | — | 0.0% |
| 1635 | Moss Adams Wealth Advisors#1635 · 3,329 sh | 3,329 | $421.4K | 0.03% | +3.7% |
| 1636 | FIRST BUSINESS FINANCIAL SERVICES#1636 · 3,321 sh | 3,321 | $420.4K | 0.03% | +8.1% |
| 1637 | Capital Advisors Wealth Management#1637 · 3,319 sh | 3,319 | $420.1K | — | -2.3% |
| 1638 | Mattern Wealth Management#1638 · 3,318 sh | 3,318 | $420.0K | 0.07% | +86.4% |
| 1639 | Ponta Wealth Partners#1639 · 3,313 sh | 3,313 | $419.4K | 0.22% | +62.3% |
| 1640 | First Heartland Consultants#1640 · 3,312 sh | 3,312 | $419.3K | — | -6.8% |
| 1641 | TRB Wealth Management#1641 · 3,309 sh | 3,309 | $418.9K | 0.06% | +3.9% |
| 1642 | Hobbs Group Advisors#1642 · 3,306 sh | 3,306 | $418.5K | 0.11% | +0.1% |
| 1643 | Accel Wealth Management#1643 · 3,303 sh | 3,303 | $418.1K | — | -12.4% |
| 1644 | STEEL GROVE CAPITAL ADVISORS#1644 · 3,300 sh | 3,300 | $417.7K | — | 0.0% |
| 1645 | Excelsior Advisor Network#1645 · 3,299 sh | 3,299 | $417.5K | 0.06% | +23.6% |
| 1646 | Facet Wealth#1646 · 3,297 sh | 3,297 | $417.3K | <0.01% | +31.7% |
| 1647 | BEACON INVESTMENT ADVISORS#1647 · 3,291 sh | 3,291 | $416.6K | 0.13% | +0.5% |
| 1648 | CONNING#1648 · 3,286 sh | 3,286 | $415.9K | 0.01% | -0.4% |
| 1649 | CLIFFORD SWAN INVESTMENT COUNSEL#1649 · 3,274 sh | 3,274 | $414.4K | 0.01% | -0.1% |
| 1650 | BIRCH FINANCIAL GROUP#1650 · 3,260 sh | 3,260 | $412.6K | — | +2.1% |
| 1651 | Cladis Investment Advisory#1651 · 3,247 sh | 3,247 | $411.0K | 0.19% | 0.0% |
| 1652 | Pine Harbor Wealth Management#1652 · 3,245 sh | 3,245 | $410.7K | 0.11% | +0.1% |
| 1653 | Timonier Family Office, LTD.#1653 · 3,242 sh | 3,242 | $410.4K | 0.12% | — |
| 1654 | CWS Financial Advisors#1654 · 3,240 sh | 3,240 | $410.1K | — | +2.7% |
| 1655 | Elmwood Wealth Management#1655 · 3,238 sh | 3,238 | $409.9K | — | +18.7% |
| 1656 | Fairvoy Private Wealth#1656 · 3,236 sh | 3,236 | $409.6K | — | +1.7% |
| 1657 | BAKER BOYER NATIONAL BANK#1657 · 3,233 sh | 3,233 | $409.2K | 0.11% | -3.8% |
| 1658 | McGowan Group Asset Management#1658 · 3,229 sh | 3,229 | $408.8K | 0.05% | +2.2% |
| 1659 | Verus Financial Partners#1659 · 3,221 sh | 3,221 | $407.7K | 0.03% | -8.5% |
| 1660 | BANK OF HAWAII#1660 · 3,206 sh | 3,206 | $405.8K | 0.02% | 0.0% |
| 1661 | SEARLE#1661 · 3,186 sh | 3,186 | $403.3K | 0.09% | 0.0% |
| 1662 | Lionhunter Capital Management#1662 · 3,173 sh | 3,173 | $401.6K | 0.18% | — |
| 1663 | GRIFFIN ASSET MANAGEMENT#1663 · 3,156 sh | 3,156 | $399.5K | — | +0.4% |
| 1664 | Ridge Creek Global#1664 · 3,148 sh | 3,148 | $398.5K | 0.31% | -1.4% |
| 1665 | Portfolio Design Labs#1665 · 3,143 sh | 3,143 | $397.8K | 0.07% | +0.5% |
| 1666 | William B. Walkup & Associates#1666 · 3,137 sh | 3,137 | $397.1K | 0.19% | -6.1% |
| 1667 | Opal Wealth Advisors#1667 · 3,118 sh | 3,118 | $394.6K | — | -1.9% |
| 1668 | Granite Bay Wealth Management#1668 · 3,116 sh | 3,116 | $394.0K | 0.04% | New |
| 1669 | Charles Schwab#1669 · 3,111 sh | 3,111 | $393.8K | — | 0.0% |
| 1670 | VICTORY FINANCIAL GROUP#1670 · 3,108 sh | 3,108 | $393.4K | 0.04% | +31.6% |
| 1671 | Virtue Capital Management#1671 · 3,106 sh | 3,106 | $393.2K | 0.05% | -9.9% |
| 1672 | Rosenberg Matthew Hamilton#1672 · 3,100 sh | 3,100 | $392.4K | — | +15.4% |
| 1673 | CASCADE INVESTMENT GROUP#1673 · 3,099 sh | 3,099 | $392.3K | — | +1.2% |
| 1674 | JB Capital#1674 · 3,097 sh | 3,097 | $392.0K | — | +0.5% |
| 1675 | Prostatis Group#1675 · 3,094 sh | 3,094 | $391.6K | 0.09% | +3.4% |
| 1676 | Ritter Daniher Financial Advisory / DE#1676 · 3,092 sh | 3,092 | $391.4K | 0.06% | -2.5% |
| 1677 | WEST PACES ADVISORS#1677 · 3,088 sh | 3,088 | $390.9K | — | -2.1% |
| 1678 | Defiance ETFs#1678 · 3,095 sh | 3,095 | $389.3K | <0.01% | +20.6% |
| 1679 | Xcel Wealth Management#1679 · 3,066 sh | 3,066 | $388.1K | — | -15.1% |
| 1680 | 1900 WEALTH MANAGEMENT#1680 · 3,062 sh | 3,062 | $387.6K | — | +3.3% |
| 1681 | WAYCROSS PARTNERS#1681 · 3,061 sh | 3,061 | $387.5K | 0.03% | 0.0% |
| 1682 | Pinnacle Bancorp#1682 · 3,056 sh | 3,056 | $386.8K | — | -9.3% |
| 1683 | FLC Capital Advisors#1683 · 3,055 sh | 3,055 | $386.7K | 0.06% | 0.0% |
| 1684 | THOROUGHBRED FINANCIAL SERVICES#1684 · 3,050 sh | 3,050 | $386.0K | 0.02% | +65.0% |
| 1685 | Exchange Bank#1685 · 3,045 sh | 3,045 | $385.4K | — | 0.0% |
| 1686 | Texas Bank#1686 · 3,038 sh | 3,038 | $384.6K | 0.13% | +1.3% |
| 1687 | Stonebridge Financial Group#1687 · 3,036 sh | 3,036 | $384.0K | 0.05% | — |
| 1688 | PATRIOT INVESTMENT MANAGEMENT GROUP#1688 · 3,026 sh | 3,026 | $383.0K | — | 0.0% |
| 1689 | Chesapeake Wealth Management#1689 · 3,017 sh | 3,017 | $381.9K | 0.11% | +52.6% |
| 1690 | Sovereign Financial Group#1690 · 3,013 sh | 3,013 | $381.4K | 0.06% | -1.3% |
| 1691 | LEIGH BALDWIN#1691 · 3,012 sh | 3,012 | $381.3K | 0.21% | 0.0% |
| 1692 | SteelPeak Wealth#1692 · 3,011 sh | 3,011 | $381.2K | — | -1.3% |
| 1693 | NOVEM GROUP#1693 · 3,005 sh | 3,005 | $380.4K | — | -1.7% |
| 1694 | MAGNOLIA CAPITAL ADVISORS#1694 · 3,005 sh | 3,005 | $380.3K | 0.07% | -9.3% |
| 1695 | Resurgent Financial Advisors#1695 · 3,003 sh | 3,003 | $380.1K | 0.11% | -5.0% |
| 1696 | Integrity Advisory Solutions#1696 · 3,001 sh | 3,001 | $379.9K | 0.04% | New |
| 1697 | Alta Advisers Ltd#1697 · 3,000 sh | 3,000 | $379.7K | 0.09% | 0.0% |
| 1698 | Walter Public Investments#1698 · 3,000 sh | 3,000 | $379.7K | 0.09% | 0.0% |
| 1699 | MEANS INVESTMENT#1699 · 2,997 sh | 2,997 | $379.4K | 0.03% | +0.4% |
| 1700 | Inscription Capital#1700 · 2,995 sh | 2,995 | $379.1K | 0.03% | +10.6% |
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.