Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | TrustBank#2001 · 1,972 sh | 1,972 | $249.6K | — | 0.0% |
| 2002 | CarsonAllaria Wealth Management, Ltd.#2002 · 1,968 sh | 1,968 | $249.1K | 0.11% | +0.3% |
| 2003 | Ferguson Shapiro#2003 · 1,965 sh | 1,965 | $248.8K | — | +0.8% |
| 2004 | Liberty Capital Management#2004 · 1,964 sh | 1,964 | $248.6K | 0.04% | — |
| 2005 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2005 · 1,961 sh | 1,961 | $248.3K | — | -1.8% |
| 2006 | WORLD EQUITY GROUP#2006 · 1,948 sh | 1,948 | $246.6K | — | -1.4% |
| 2007 | Walleye Capital#2007 · 1,947 sh | 1,947 | $246.5K | <0.01% | -100.0% |
| 2008 | tru Independence#2008 · 1,945 sh | 1,945 | $246.2K | — | +0.9% |
| 2009 | Alphadyne Asset Management#2009 · 1,943 sh | 1,943 | $245.9K | <0.01% | -45.1% |
| 2010 | Planned Solutions#2010 · 1,939 sh | 1,939 | $245.4K | — | +3.2% |
| 2011 | Eagle Strategies#2011 · 1,935 sh | 1,935 | $244.9K | — | +0.4% |
| 2012 | ZRC WEALTH MANAGEMENT#2012 · 1,934 sh | 1,934 | $244.8K | — | +9.8% |
| 2013 | Semus Wealth Partners#2013 · 1,933 sh | 1,933 | $244.7K | — | +0.8% |
| 2014 | OneAscent Wealth Management#2014 · 1,922 sh | 1,922 | $243.2K | 0.07% | -1.6% |
| 2015 | Strategic Investment Solutions#2015 · 1,921 sh | 1,921 | $243.2K | 0.06% | +0.4% |
| 2016 | Leelyn Smith#2016 · 1,921 sh | 1,921 | $243.1K | 0.03% | +2.3% |
| 2017 | SYM FINANCIAL#2017 · 1,919 sh | 1,919 | $242.9K | — | New |
| 2018 | Meridian Financial Advisors#2018 · 1,908 sh | 1,908 | $241.5K | — | 0.0% |
| 2019 | FSB PREMIER WEALTH MANAGEMENT#2019 · 1,905 sh | 1,905 | $241.2K | 0.07% | -3.2% |
| 2020 | BURNS J W#2020 · 1,905 sh | 1,905 | $241.1K | — | +0.4% |
| 2021 | Second Half Financial Partners#2021 · 1,901 sh | 1,901 | $240.7K | 0.10% | +5.7% |
| 2022 | Hamilton Capital#2022 · 1,898 sh | 1,898 | $240.2K | — | +20.7% |
| 2023 | McLean Asset Management#2023 · 1,914 sh | 1,914 | $240.0K | 0.03% | -1.1% |
| 2024 | Armstrong, Fleming & Moore#2024 · 1,896 sh | 1,896 | $240.0K | 0.08% | 0.0% |
| 2025 | Havemeyer Place#2025 · 1,893 sh | 1,893 | $239.6K | 0.02% | New |
| 2026 | FOUNDERS FINANCIAL SECURITIES#2026 · 1,889 sh | 1,889 | $239.1K | 0.01% | +22.9% |
| 2027 | Waterfront Wealth#2027 · 1,903 sh | 1,903 | $238.8K | 0.04% | New |
| 2028 | Silvant Capital Management#2028 · 1,886 sh | 1,886 | $238.7K | <0.01% | 0.0% |
| 2029 | EWA#2029 · 1,885 sh | 1,885 | $238.6K | 0.04% | -1.6% |
| 2030 | WEST CHESTER CAPITAL ADVISORS#2030 · 1,881 sh | 1,881 | $238.1K | — | -27.6% |
| 2031 | Stokes Family Office#2031 · 1,880 sh | 1,880 | $238.0K | 0.03% | -16.2% |
| 2032 | Prosperity Financial Group#2032 · 1,880 sh | 1,880 | $238.0K | 0.07% | +0.9% |
| 2033 | Consolidated Planning#2033 · 1,871 sh | 1,871 | $236.9K | — | -8.4% |
| 2034 | Bullock Wealth Management Group#2034 · 1,871 sh | 1,871 | $235.3K | — | +9.6% |
| 2035 | COLTON GROOME FINANCIAL ADVISORS#2035 · 1,858 sh | 1,858 | $235.1K | — | New |
| 2036 | LIBERTY WEALTH MANAGEMENT#2036 · 1,791 sh | 1,791 | $234.6K | 0.03% | 0.0% |
| 2037 | MV CAPITAL MANAGEMENT#2037 · 1,848 sh | 1,848 | $233.9K | 0.02% | -6.4% |
| 2038 | Beacon Financial Advisory#2038 · 1,847 sh | 1,847 | $233.9K | — | +17.6% |
| 2039 | PKS Advisory Services#2039 · 1,848 sh | 1,848 | $233.8K | — | New |
| 2040 | KORNITZER CAPITAL MANAGEMENT#2040 · 1,844 sh | 1,844 | $233.4K | <0.01% | -7.1% |
| 2041 | Safeguard Investment Advisory Group#2041 · 1,840 sh | 1,840 | $232.9K | 0.05% | +2.3% |
| 2042 | American Money Management#2042 · 1,839 sh | 1,839 | $232.8K | 0.03% | 0.0% |
| 2043 | Legacy Edge Advisors#2043 · 1,837 sh | 1,837 | $232.5K | 0.02% | 0.0% |
| 2044 | Tradewinds Capital Management#2044 · 1,835 sh | 1,835 | $232.3K | — | 0.0% |
| 2045 | Tranquility Partners#2045 · 1,833 sh | 1,833 | $232.0K | — | 0.0% |
| 2046 | Impact Partnership Wealth#2046 · 1,828 sh | 1,828 | $231.3K | 0.02% | -57.4% |
| 2047 | Wright Wealth#2047 · 1,827 sh | 1,827 | $231.3K | 0.14% | +0.4% |
| 2048 | Strathmore Capital Advisors#2048 · 1,836 sh | 1,836 | $231.1K | 0.06% | +7.6% |
| 2049 | Sentry#2049 · 1,822 sh | 1,822 | $230.6K | 0.06% | 0.0% |
| 2050 | Roberts Wealth Advisors#2050 · 1,818 sh | 1,818 | $230.1K | — | New |
| 2051 | Fortitude Advisory Group L.L.C.#2051 · 1,817 sh | 1,817 | $230.0K | — | +4.2% |
| 2052 | DOPKINS WEALTH MANAGEMENT#2052 · 1,816 sh | 1,816 | $229.9K | 0.08% | New |
| 2053 | O'Domhnaill Enterprises#2053 · 1,814 sh | 1,814 | $229.6K | 0.18% | +7.3% |
| 2054 | J.P. Marvel Investment Advisors#2054 · 1,811 sh | 1,811 | $229.2K | 0.03% | 0.0% |
| 2055 | COUNTRY BANK#2055 · 1,810 sh | 1,810 | $229.1K | <0.01% | +4.0% |
| 2056 | Weaver Consulting Group#2056 · 1,806 sh | 1,806 | $228.5K | — | -0.7% |
| 2057 | Stokes Capital Advisors#2057 · 1,805 sh | 1,805 | $228.5K | — | +16.9% |
| 2058 | Everstar Asset Management#2058 · 1,805 sh | 1,805 | $228.5K | 0.11% | -4.5% |
| 2059 | Joule Financial#2059 · 1,803 sh | 1,803 | $228.3K | 0.06% | +2.2% |
| 2060 | Old Peak Finance#2060 · 1,802 sh | 1,802 | $228.1K | 0.11% | New |
| 2061 | W.G. Shaheen & Associates DBA Whitney#2061 · 1,800 sh | 1,800 | $227.8K | 0.02% | 0.0% |
| 2062 | Revere Asset Management#2062 · 1,800 sh | 1,800 | $227.8K | 0.09% | 0.0% |
| 2063 | FDx Advisors#2063 · 1,791 sh | 1,791 | $227.0K | 0.07% | -26.7% |
| 2064 | Chung Wu Investment Group#2064 · 1,790 sh | 1,790 | $226.6K | 0.15% | 0.0% |
| 2065 | CHARTER RESEARCH & INVESTMENT GROUP#2065 · 1,781 sh | 1,781 | $225.4K | 0.14% | 0.0% |
| 2066 | Eagle Capital Management#2066 · 1,781 sh | 1,781 | $225.0K | — | 0.0% |
| 2067 | Hughes Financial Services#2067 · 1,775 sh | 1,775 | $224.7K | 0.03% | +1.8% |
| 2068 | Kagan Cocozza Asset Management#2068 · 1,775 sh | 1,775 | $224.7K | — | 0.0% |
| 2069 | Wealth Management Nebraska#2069 · 1,769 sh | 1,769 | $224.0K | — | +6.5% |
| 2070 | Black Diamond Financial#2070 · 1,768 sh | 1,768 | $223.8K | — | -0.1% |
| 2071 | REGATTA CAPITAL GROUP#2071 · 1,767 sh | 1,767 | $223.7K | — | 0.0% |
| 2072 | Waldron Private Wealth#2072 · 1,766 sh | 1,766 | $223.5K | <0.01% | 0.0% |
| 2073 | AXQ CAPITAL#2073 · 1,764 sh | 1,764 | $223.3K | 0.02% | -93.2% |
| 2074 | Compass Wealth Management#2074 · 1,759 sh | 1,759 | $222.7K | 0.09% | 0.0% |
| 2075 | Beacon Wealthcare#2075 · 1,757 sh | 1,757 | $222.5K | — | 0.0% |
| 2076 | Nordwand Advisors#2076 · 1,755 sh | 1,755 | $222.1K | 0.03% | 0.0% |
| 2077 | Newman Dignan & Sheerar#2077 · 1,753 sh | 1,753 | $221.9K | — | 0.0% |
| 2078 | bLong Financial#2078 · 1,751 sh | 1,751 | $221.6K | 0.14% | 0.0% |
| 2079 | KIECKHEFER GROUP#2079 · 1,748 sh | 1,748 | $221.3K | — | 0.0% |
| 2080 | BENDER ROBERT & ASSOCIATES#2080 · 1,748 sh | 1,748 | $221.3K | — | 0.0% |
| 2081 | Legacy Advisors#2081 · 1,747 sh | 1,747 | $221.1K | — | New |
| 2082 | Wellspring Financial Advisors#2082 · 1,744 sh | 1,744 | $221.1K | 0.01% | -2.0% |
| 2083 | Madrona Financial Services#2083 · 1,736 sh | 1,736 | $219.8K | — | New |
| 2084 | Granite Harbor Advisors#2084 · 1,734 sh | 1,734 | $219.5K | 0.09% | +5.0% |
| 2085 | Wingate Wealth Advisors#2085 · 1,733 sh | 1,733 | $219.4K | — | 0.0% |
| 2086 | HILLTOP WEALTH ADVISORS#2086 · 1,730 sh | 1,730 | $219.0K | 0.11% | -0.7% |
| 2087 | S Harris Financial Group#2087 · 1,729 sh | 1,729 | $218.9K | 0.17% | +1.3% |
| 2088 | OLD SECOND NATIONAL BANK OF AURORA#2088 · 1,726 sh | 1,726 | $218.5K | — | 0.0% |
| 2089 | Americana Partners#2089 · 1,724 sh | 1,724 | $218.2K | <0.01% | +9.8% |
| 2090 | FIRST FINANCIAL#2090 · 1,720 sh | 1,720 | $217.7K | — | 0.0% |
| 2091 | Alhambra Investment Partners#2091 · 1,719 sh | 1,719 | $217.6K | — | -20.4% |
| 2092 | Old Mission Investment#2092 · 1,717 sh | 1,717 | $217.3K | — | +1.7% |
| 2093 | Rather & Kittrell#2093 · 1,715 sh | 1,715 | $217.1K | 0.03% | +1.7% |
| 2094 | CLIENT 1ST ADVISORY GROUP#2094 · 1,712 sh | 1,712 | $216.7K | — | +11.1% |
| 2095 | Capstone Wealth Management Group#2095 · 1,712 sh | 1,712 | $216.7K | — | — |
| 2096 | LVZ#2096 · 1,708 sh | 1,708 | $216.2K | — | +1.6% |
| 2097 | WESPAC Advisors SoCal#2097 · 1,704 sh | 1,704 | $215.7K | — | New |
| 2098 | BNB Wealth Management#2098 · 1,702 sh | 1,702 | $215.4K | 0.12% | 0.0% |
| 2099 | Alteri Wealth#2099 · 1,702 sh | 1,702 | $215.4K | 0.06% | +0.1% |
| 2100 | PRIVATE CLIENT SERVICES#2100 · 1,699 sh | 1,699 | $215.1K | — | +6.9% |
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.