Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | CAPITAL CITY#1901 · 2,265 sh | 2,265 | $286.7K | — | 0.0% |
| 1902 | Meriwether Wealth & Planning#1902 · 2,265 sh | 2,265 | $286.7K | — | -16.2% |
| 1903 | HFG Advisors#1903 · 2,264 sh | 2,264 | $286.6K | 0.18% | New |
| 1904 | Tower Wealth Partners#1904 · 2,260 sh | 2,260 | $286.1K | 0.14% | +18.3% |
| 1905 | Severin Investments#1905 · 2,260 sh | 2,260 | $286.0K | 0.22% | +6.2% |
| 1906 | CULTIVAR CAPITAL#1906 · 2,258 sh | 2,258 | $285.8K | — | +1.0% |
| 1907 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#1907 · 2,254 sh | 2,254 | $285.3K | 0.01% | New |
| 1908 | CENTRAL BANK#1908 · 2,253 sh | 2,253 | $285.2K | — | 0.0% |
| 1909 | Robertson Stephens Wealth Management#1909 · 2,253 sh | 2,253 | $285.2K | — | 0.0% |
| 1910 | LSP Investment Advisors#1910 · 2,250 sh | 2,250 | $284.8K | 0.26% | -26.5% |
| 1911 | Manske Wealth Management#1911 · 2,244 sh | 2,244 | $284.1K | — | 0.0% |
| 1912 | Basecamp Wealth Advisors#1912 · 2,244 sh | 2,244 | $284.0K | 0.05% | -0.2% |
| 1913 | Kennebec Savings Bank#1913 · 2,239 sh | 2,239 | $283.4K | — | -1.8% |
| 1914 | Sunflower Bank, N.A.#1914 · 2,238 sh | 2,238 | $283.3K | 0.07% | +0.3% |
| 1915 | Klingman & Associates#1915 · 2,237 sh | 2,237 | $283.2K | — | +2.4% |
| 1916 | ADKINS SEALE CAPITAL MANAGEMENT#1916 · 2,236 sh | 2,236 | $283.0K | 0.25% | 0.0% |
| 1917 | INCEPTIONR#1917 · 2,234 sh | 2,234 | $282.8K | 0.07% | New |
| 1918 | BERKSHIRE ASSET MANAGEMENT#1918 · 2,225 sh | 2,225 | $281.7K | 0.01% | -2.1% |
| 1919 | HAZLETT, BURT & WATSON#1919 · 2,206 sh | 2,206 | $280.0K | 0.07% | +4.8% |
| 1920 | MATRIX PRIVATE CAPITAL GROUP#1920 · 2,201 sh | 2,201 | $278.6K | 0.12% | 0.0% |
| 1921 | CSS#1921 · 2,200 sh | 2,200 | $278.5K | 0.01% | 0.0% |
| 1922 | Churchill Financial Advisors#1922 · 2,200 sh | 2,200 | $278.5K | — | 0.0% |
| 1923 | Cornerstone Management#1923 · 2,196 sh | 2,196 | $278.0K | — | -6.4% |
| 1924 | PEDDOCK CAPITAL ADVISORS#1924 · 2,195 sh | 2,195 | $277.8K | — | +5.8% |
| 1925 | Buttonwood Financial Advisors#1925 · 2,190 sh | 2,190 | $277.2K | — | -0.2% |
| 1926 | Joel Adams & Associates#1926 · 2,189 sh | 2,189 | $277.1K | 0.18% | 0.0% |
| 1927 | Meramec Financial Planners#1927 · 2,147 sh | 2,147 | $276.6K | 0.10% | +3.4% |
| 1928 | Roble, Belko & Company#1928 · 2,182 sh | 2,182 | $276.0K | 0.03% | 0.0% |
| 1929 | Fiscal Wisdom Wealth Management#1929 · 2,177 sh | 2,177 | $275.6K | — | New |
| 1930 | Veratis Advisors#1930 · 2,175 sh | 2,175 | $275.3K | 0.19% | — |
| 1931 | M.E. ALLISON#1931 · 2,173 sh | 2,173 | $275.1K | — | -1.1% |
| 1932 | Pallas Capital Advisors#1932 · 2,170 sh | 2,170 | $274.7K | <0.01% | -6.0% |
| 1933 | Transamerica Financial Advisors#1933 · 2,156 sh | 2,156 | $273.0K | 0.02% | +6.9% |
| 1934 | Legacy Capital Wealth Partners#1934 · 2,156 sh | 2,156 | $273.0K | — | +1.0% |
| 1935 | PATRICK M SWEENEY & ASSOCIATES#1935 · 2,156 sh | 2,156 | $272.9K | — | +3.1% |
| 1936 | Hilltop National Bank#1936 · 2,154 sh | 2,154 | $272.7K | — | -8.9% |
| 1937 | Perennial Investment Advisors#1937 · 2,153 sh | 2,153 | $272.5K | 0.02% | -17.0% |
| 1938 | Red Wave Investments#1938 · 2,153 sh | 2,153 | $272.5K | 0.07% | -11.1% |
| 1939 | Auxano Advisors#1939 · 2,152 sh | 2,152 | $272.4K | 0.05% | -0.2% |
| 1940 | GC Wealth Management RIA#1940 · 2,144 sh | 2,144 | $271.4K | 0.02% | -5.6% |
| 1941 | Front Row Advisors#1941 · 2,202 sh | 2,202 | $271.3K | 0.08% | 0.0% |
| 1942 | Reyes Financial Architecture#1942 · 2,137 sh | 2,137 | $270.4K | — | -4.6% |
| 1943 | SUMMITRY#1943 · 2,130 sh | 2,130 | $269.6K | <0.01% | New |
| 1944 | IVC Wealth Advisors#1944 · 2,130 sh | 2,130 | $269.6K | — | +8.8% |
| 1945 | TILIA FIDUCIARY PARTNERS#1945 · 2,129 sh | 2,129 | $269.4K | — | +0.1% |
| 1946 | Balance Wealth#1946 · 2,128 sh | 2,128 | $269.3K | — | -8.4% |
| 1947 | ONEFUND#1947 · 2,124 sh | 2,124 | $268.9K | 0.15% | -0.6% |
| 1948 | Arkfeld Wealth Strategies, L.L.C.#1948 · 2,133 sh | 2,133 | $268.7K | — | +0.7% |
| 1949 | Washington Advisors#1949 · 2,121 sh | 2,121 | $268.5K | — | +8.3% |
| 1950 | Waterloo Capital, L.P.#1950 · 2,120 sh | 2,120 | $268.3K | 0.02% | -60.9% |
| 1951 | CYPRESS ASSET MANAGEMENT#1951 · 2,118 sh | 2,118 | $268.1K | — | +8.2% |
| 1952 | Farmers & Merchants of Chambersburg PA#1952 · 2,117 sh | 2,117 | $268.0K | — | -2.2% |
| 1953 | Darwin Wealth Management#1953 · 2,109 sh | 2,109 | $267.0K | 0.07% | +0.8% |
| 1954 | Blue Capital#1954 · 2,109 sh | 2,109 | $267.0K | — | +14.6% |
| 1955 | CLEAR WAVE WEALTH MANAGEMENT#1955 · 2,109 sh | 2,109 | $267.0K | 0.05% | +2.1% |
| 1956 | Provident Wealth Management#1956 · 2,108 sh | 2,108 | $266.8K | — | 0.0% |
| 1957 | Spartan Wealth Advisory Services#1957 · 2,103 sh | 2,103 | $266.2K | 0.02% | 0.0% |
| 1958 | VisionPoint Advisory Group#1958 · 2,097 sh | 2,097 | $265.4K | — | -14.7% |
| 1959 | ESSEX INVESTMENT MANAGEMENT#1959 · 2,096 sh | 2,096 | $265.3K | — | -0.4% |
| 1960 | Commonwealth Financial Services#1960 · 2,087 sh | 2,087 | $264.1K | — | +5.3% |
| 1961 | HOWE & RUSLING#1961 · 2,083 sh | 2,083 | $263.7K | 0.02% | New |
| 1962 | Canopy Partners#1962 · 2,080 sh | 2,080 | $263.3K | 0.08% | +6.7% |
| 1963 | BAILARD#1963 · 2,080 sh | 2,080 | $263.3K | — | -3.5% |
| 1964 | Walker Financial Services#1964 · 2,076 sh | 2,076 | $262.8K | — | New |
| 1965 | Plancorp#1965 · 2,065 sh | 2,065 | $262.0K | <0.01% | +16.3% |
| 1966 | FINANCIAL CONSULATE#1966 · 2,061 sh | 2,061 | $260.9K | — | +5.7% |
| 1967 | Peak Planning Group#1967 · 2,061 sh | 2,061 | $260.9K | 0.06% | -10.5% |
| 1968 | HBW Advisory Services#1968 · 2,046 sh | 2,046 | $259.0K | — | New |
| 1969 | Beaumont Financial Advisors#1969 · 2,043 sh | 2,043 | $258.6K | — | +1.0% |
| 1970 | MKT Advisors#1970 · 2,016 sh | 2,016 | $258.5K | — | -9.2% |
| 1971 | Commonwealth Retirement Investments#1971 · 2,038 sh | 2,038 | $258.0K | — | 0.0% |
| 1972 | Jessup Wealth Management#1972 · 2,033 sh | 2,033 | $257.3K | — | 0.0% |
| 1973 | TMB Capital Partners#1973 · 2,031 sh | 2,031 | $257.1K | — | +0.1% |
| 1974 | MARIETTA INVESTMENT PARTNERS#1974 · 2,025 sh | 2,025 | $256.3K | 0.04% | 0.0% |
| 1975 | Legacy Private#1975 · 2,025 sh | 2,025 | $256.3K | — | 0.0% |
| 1976 | Rockbridge Investment Management, LCC#1976 · 2,024 sh | 2,024 | $256.2K | 0.02% | +0.2% |
| 1977 | Colonial River Wealth Management#1977 · 2,023 sh | 2,023 | $256.1K | — | +0.4% |
| 1978 | Enclave Advisors#1978 · 2,021 sh | 2,021 | $255.8K | — | +0.2% |
| 1979 | WILLIAM JOHN SEMPOLINSKI#1979 · 2,020 sh | 2,020 | $255.7K | — | 0.0% |
| 1980 | FIRST FINANCIAL BANKSHARES#1980 · 2,014 sh | 2,014 | $254.9K | <0.01% | -16.5% |
| 1981 | Kohmann Bosshard Financial Services#1981 · 2,013 sh | 2,013 | $254.8K | 0.02% | 0.0% |
| 1982 | Taylor Financial Group#1982 · 2,009 sh | 2,009 | $254.3K | 0.14% | 0.0% |
| 1983 | SENTINEL LBA#1983 · 2,006 sh | 2,006 | $254.0K | 0.02% | 0.0% |
| 1984 | Meridian Wealth Partners#1984 · 2,006 sh | 2,006 | $253.9K | 0.03% | +6.3% |
| 1985 | Graver Capital Management#1985 · 2,000 sh | 2,000 | $253.2K | 0.18% | 0.0% |
| 1986 | Discipline Wealth Solutions#1986 · 1,998 sh | 1,998 | $252.9K | — | +1.8% |
| 1987 | Physician Wealth Advisors#1987 · 1,995 sh | 1,995 | $252.5K | — | +4.2% |
| 1988 | Van Diest Capital#1988 · 1,995 sh | 1,995 | $252.5K | 0.23% | -23.4% |
| 1989 | PARTNERS WEALTH MANAGEMENT#1989 · 1,994 sh | 1,994 | $252.4K | 0.25% | -4.9% |
| 1990 | LaSalle St. Investment Advisors#1990 · 1,990 sh | 1,990 | $251.9K | 0.03% | -5.0% |
| 1991 | JACOBS LEVY EQUITY MANAGEMENT#1991 · 1,985 sh | 1,985 | $251.3K | <0.01% | New |
| 1992 | Pinnacle Wealth Planning Services#1992 · 1,985 sh | 1,985 | $251.2K | 0.02% | +0.7% |
| 1993 | Blossom Wealth Management#1993 · 1,984 sh | 1,984 | $251.1K | 0.35% | -9.2% |
| 1994 | Fragasso Group#1994 · 1,983 sh | 1,983 | $251.0K | — | +4.3% |
| 1995 | WealthTrust Asset Management#1995 · 1,982 sh | 1,982 | $250.9K | — | +0.4% |
| 1996 | Affinity Capital Advisors#1996 · 1,991 sh | 1,991 | $250.8K | — | New |
| 1997 | ATLANTIC FAMILY WEALTH#1997 · 1,981 sh | 1,981 | $250.8K | 0.16% | 0.0% |
| 1998 | Financial Engines Advisors L.L.C.#1998 · 1,978 sh | 1,978 | $250.4K | <0.01% | +5.7% |
| 1999 | Sivia Capital Partners#1999 · 1,978 sh | 1,978 | $250.4K | 0.03% | New |
| 2000 | VestGen Investment Management#2000 · 1,972 sh | 1,972 | $249.6K | 0.13% | -5.1% |
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.