Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Tempo Wealth#1701 · 2,994 sh | 2,994 | $379.0K | — | +84.4% |
| 1702 | WIMMER ASSOCIATES 1#1702 · 2,993 sh | 2,993 | $378.9K | 0.17% | -1.6% |
| 1703 | Westover Capital Advisors#1703 · 2,991 sh | 2,991 | $378.6K | — | 0.0% |
| 1704 | Boston Walden#1704 · 2,984 sh | 2,984 | $377.7K | <0.01% | 0.0% |
| 1705 | Peachtree Investment Partners#1705 · 2,980 sh | 2,980 | $377.2K | 0.12% | +2.8% |
| 1706 | Z3 Capital Partners#1706 · 2,979 sh | 2,979 | $377.0K | 0.08% | +0.1% |
| 1707 | FAGAN ASSOCIATES#1707 · 2,970 sh | 2,970 | $375.9K | — | +1.8% |
| 1708 | Keebeck Wealth Management#1708 · 2,968 sh | 2,968 | $375.7K | 0.04% | +53.9% |
| 1709 | Rossby Financial, LCC#1709 · 2,955 sh | 2,955 | $374.0K | 0.07% | +17.2% |
| 1710 | PCB Capital#1710 · 2,952 sh | 2,952 | $373.6K | 0.45% | +3.0% |
| 1711 | OLD POINT & FINANCIAL SERVICES N A#1711 · 7,131 sh | 7,131 | $372.2K | 0.11% | +13.7% |
| 1712 | Financial Symmetry#1712 · 2,940 sh | 2,940 | $372.1K | — | 0.0% |
| 1713 | CIM INVESTMENT MANAGEMENT#1713 · 2,934 sh | 2,934 | $371.4K | 0.09% | -8.3% |
| 1714 | Benin Management#1714 · 2,918 sh | 2,918 | $369.4K | — | -3.8% |
| 1715 | E Fund Management , Ltd.#1715 · 2,910 sh | 2,910 | $368.3K | <0.01% | -43.2% |
| 1716 | Leonteq Securities AG#1716 · 2,908 sh | 2,908 | $368.1K | 0.01% | -68.8% |
| 1717 | SHP Wealth Management#1717 · 2,904 sh | 2,904 | $367.6K | 0.03% | +32.5% |
| 1718 | Invst#1718 · 2,902 sh | 2,902 | $367.3K | 0.04% | +3.8% |
| 1719 | MARKET STREET WEALTH MANAGEMENT ADVISORS#1719 · 2,900 sh | 2,900 | $367.1K | — | +1.0% |
| 1720 | Ellis Investment Partners#1720 · 2,887 sh | 2,887 | $365.5K | — | +16.9% |
| 1721 | ACORN FINANCIAL ADVISORY SERVICES#1721 · 2,885 sh | 2,885 | $365.1K | 0.05% | -3.4% |
| 1722 | SHAYNE & JACOBS#1722 · 2,882 sh | 2,882 | $364.8K | — | 0.0% |
| 1723 | VAN STRUM & TOWNE#1723 · 2,875 sh | 2,875 | $363.9K | 0.10% | -2.2% |
| 1724 | Pflug Koory#1724 · 2,868 sh | 2,868 | $363.0K | — | +3.7% |
| 1725 | Sather Financial Group#1725 · 2,862 sh | 2,862 | $362.3K | 0.02% | +0.7% |
| 1726 | AlphaGrep UK Ltd#1726 · 2,862 sh | 2,862 | $362.3K | 0.11% | New |
| 1727 | Nalls Sherbakoff Group#1727 · 2,861 sh | 2,861 | $362.1K | 0.26% | -8.1% |
| 1728 | Intergy Private Wealth#1728 · 2,858 sh | 2,858 | $361.8K | — | +16.1% |
| 1729 | Holcombe Financial#1729 · 2,853 sh | 2,853 | $361.1K | — | 0.0% |
| 1730 | MWA Asset Management#1730 · 2,850 sh | 2,850 | $360.8K | 0.16% | -0.3% |
| 1731 | Southern Financial Group#1731 · 2,848 sh | 2,848 | $360.6K | 0.09% | -1.4% |
| 1732 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#1732 · 2,845 sh | 2,845 | $360.1K | 0.28% | 0.0% |
| 1733 | RICHARDSON FINANCIAL SERVICES#1733 · 2,844 sh | 2,844 | $360.0K | 0.20% | -2.0% |
| 1734 | Uniting Wealth Partners#1734 · 2,837 sh | 2,837 | $359.1K | 0.07% | +3.3% |
| 1735 | OXFORD FINANCIAL GROUP, LTD.#1735 · 2,835 sh | 2,835 | $358.9K | 0.02% | +0.2% |
| 1736 | Blackston Financial Advisory Group#1736 · 2,835 sh | 2,835 | $358.8K | 0.20% | -3.5% |
| 1737 | PlanVest Financial#1737 · 2,831 sh | 2,831 | $358.3K | 0.24% | -4.5% |
| 1738 | BKM Wealth Management#1738 · 2,811 sh | 2,811 | $355.9K | — | -0.1% |
| 1739 | Goldstein Advisors#1739 · 2,801 sh | 2,801 | $354.6K | — | +26.3% |
| 1740 | PIONEER BANK N A#1740 · 2,800 sh | 2,800 | $354.4K | 0.08% | +39.7% |
| 1741 | UNION SAVINGS BANK#1741 · 2,794 sh | 2,794 | $353.7K | — | -0.3% |
| 1742 | Alliance Wealth Advisors#1742 · 2,791 sh | 2,791 | $353.3K | — | -19.3% |
| 1743 | FIRST FOUNDATION ADVISORS#1743 · 2,790 sh | 2,790 | $353.2K | 0.01% | New |
| 1744 | First Citizens Financial#1744 · 2,789 sh | 2,789 | $353.0K | — | 0.0% |
| 1745 | Alpine Bank Wealth Management#1745 · 2,788 sh | 2,788 | $352.9K | — | 0.0% |
| 1746 | TIAA , NATIONAL ASSOCIATION#1746 · 2,786 sh | 2,786 | $352.7K | 0.02% | -67.0% |
| 1747 | Generation Capital Management#1747 · 2,785 sh | 2,785 | $352.5K | 0.22% | 0.0% |
| 1748 | Redhawk Wealth Advisors#1748 · 2,778 sh | 2,778 | $351.6K | — | +1.0% |
| 1749 | HARMONY ASSET MANAGEMENT#1749 · 2,777 sh | 2,777 | $351.6K | — | -9.9% |
| 1750 | NorthStar Asset Management#1750 · 2,775 sh | 2,775 | $351.3K | 0.14% | -7.4% |
| 1751 | REXFORD CAPITAL#1751 · 2,770 sh | 2,770 | $350.6K | 0.21% | +4.8% |
| 1752 | CPWA#1752 · 2,770 sh | 2,770 | $350.6K | 0.41% | +5.9% |
| 1753 | 44 WEALTH MANAGEMENT#1753 · 2,768 sh | 2,768 | $350.4K | 0.12% | -12.6% |
| 1754 | Centurion Wealth Management#1754 · 2,759 sh | 2,759 | $349.2K | — | -6.4% |
| 1755 | Wealthcare Capital Partners#1755 · 2,748 sh | 2,748 | $347.8K | — | -16.3% |
| 1756 | IFC Advisors#1756 · 2,745 sh | 2,745 | $347.5K | 0.04% | +3.5% |
| 1757 | Treasure Coast Financial Planning#1757 · 2,744 sh | 2,744 | $347.3K | 0.17% | 0.0% |
| 1758 | VSM Wealth Advisory#1758 · 2,741 sh | 2,741 | $346.9K | 0.09% | 0.0% |
| 1759 | L. Roy Papp & Associates, LLP#1759 · 2,740 sh | 2,740 | $346.8K | — | 0.0% |
| 1760 | OneAscent Family Office#1760 · 2,733 sh | 2,733 | $345.9K | 0.17% | +23.2% |
| 1761 | Connecticut Capital Management Group#1761 · 2,731 sh | 2,731 | $345.7K | 0.28% | -0.2% |
| 1762 | Capital Asset Advisory Services#1762 · 2,730 sh | 2,730 | $345.6K | 0.01% | +19.7% |
| 1763 | Galvin, Gaustad & Stein#1763 · 2,730 sh | 2,730 | $345.6K | — | +46.9% |
| 1764 | Collaborative Fund Advisors#1764 · 2,723 sh | 2,723 | $344.7K | 0.20% | New |
| 1765 | Sound Income Strategies#1765 · 2,720 sh | 2,720 | $344.2K | — | -41.7% |
| 1766 | CHANNEL WEALTH#1766 · 2,718 sh | 2,718 | $344.0K | 0.08% | +0.4% |
| 1767 | William Allan#1767 · 2,717 sh | 2,717 | $343.9K | — | 0.0% |
| 1768 | Indiana & Investment Management#1768 · 2,713 sh | 2,713 | $343.4K | — | 0.0% |
| 1769 | Clearstead#1769 · 2,705 sh | 2,705 | $342.4K | 0.04% | 0.0% |
| 1770 | Town & Country Bank & dba First Bankers#1770 · 2,705 sh | 2,705 | $342.4K | 0.11% | -1.3% |
| 1771 | Signature Equity Partners#1771 · 2,702 sh | 2,702 | $342.1K | 0.16% | -0.2% |
| 1772 | Private Capital Management#1772 · 2,700 sh | 2,700 | $341.8K | 0.03% | 0.0% |
| 1773 | SpringVest Wealth Management#1773 · 2,699 sh | 2,699 | $341.6K | 0.21% | +0.3% |
| 1774 | Proficio Capital Partners#1774 · 2,698 sh | 2,698 | $341.5K | 0.01% | New |
| 1775 | Legacy#1775 · 2,697 sh | 2,697 | $341.4K | 0.06% | -6.9% |
| 1776 | Smithfield#1776 · 2,701 sh | 2,701 | $341.0K | 0.01% | -6.9% |
| 1777 | Horizon Investment Services#1777 · 2,692 sh | 2,692 | $340.8K | 0.09% | 0.0% |
| 1778 | Cravens & Advisors#1778 · 2,683 sh | 2,683 | $339.6K | — | -4.3% |
| 1779 | Bestgate Wealth Advisors#1779 · 2,682 sh | 2,682 | $339.5K | — | -2.2% |
| 1780 | Tradition Wealth Management#1780 · 2,676 sh | 2,676 | $338.7K | 0.02% | +5.9% |
| 1781 | Belleair Asset Management#1781 · 2,675 sh | 2,675 | $338.6K | 0.28% | 0.0% |
| 1782 | Mason & Associates#1782 · 2,672 sh | 2,672 | $338.2K | — | 0.0% |
| 1783 | GGM Financials#1783 · 2,670 sh | 2,670 | $338.0K | 0.13% | +48.6% |
| 1784 | Allegiance Financial Group Advisory Services#1784 · 2,664 sh | 2,664 | $337.3K | 0.06% | -30.1% |
| 1785 | Clearwave Capital#1785 · 2,655 sh | 2,655 | $336.1K | — | +2.0% |
| 1786 | Van Hulzen Asset Management#1786 · 2,644 sh | 2,644 | $334.6K | 0.02% | +0.1% |
| 1787 | CNB Bank#1787 · 2,641 sh | 2,641 | $334.3K | 0.13% | -7.7% |
| 1788 | Heartwood Wealth Advisors#1788 · 2,641 sh | 2,641 | $334.3K | — | -12.6% |
| 1789 | Centennial Bank#1789 · 2,640 sh | 2,640 | $334.2K | 0.11% | 0.0% |
| 1790 | Choate Investment Advisors#1790 · 2,638 sh | 2,638 | $333.9K | <0.01% | -4.6% |
| 1791 | AlTi Global#1791 · 2,633 sh | 2,633 | $333.2K | <0.01% | +2.5% |
| 1792 | Barnes Wealth Management Group#1792 · 2,632 sh | 2,632 | $333.2K | 0.15% | -0.5% |
| 1793 | MAINSAIL ASSET MANAGEMENT#1793 · 2,665 sh | 2,665 | $333.1K | — | +15.8% |
| 1794 | Sandro Wealth Management#1794 · 2,629 sh | 2,629 | $332.8K | 0.24% | +0.7% |
| 1795 | LCM Capital Management#1795 · 2,629 sh | 2,629 | $332.8K | — | +1.1% |
| 1796 | Gerald Baker Financial Group#1796 · 2,625 sh | 2,625 | $332.3K | — | +2.7% |
| 1797 | CHIRON CAPITAL MANAGEMENT#1797 · 2,622 sh | 2,622 | $331.9K | — | -11.9% |
| 1798 | Rossmore Private Capital#1798 · 2,622 sh | 2,622 | $331.9K | 0.03% | 0.0% |
| 1799 | Smith Asset Management#1799 · 2,619 sh | 2,619 | $331.5K | — | -1.3% |
| 1800 | Kozak & Associates#1800 · 2,634 sh | 2,634 | $331.3K | 0.06% | +0.3% |
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.