Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | F/m Investments#2101 · 1,695 sh | 1,695 | $214.6K | 0.01% | -0.1% |
| 2102 | Warren Street Wealth Advisors#2102 · 1,692 sh | 1,692 | $214.2K | 0.05% | -0.4% |
| 2103 | MBE Wealth Management#2103 · 1,692 sh | 1,692 | $214.1K | — | -16.3% |
| 2104 | Fairscale Capital#2104 · 1,691 sh | 1,691 | $214.0K | 0.13% | 0.0% |
| 2105 | Hopwood Nicholas Hunter#2105 · 1,690 sh | 1,690 | $213.9K | 0.06% | +1.0% |
| 2106 | CALIBER WEALTH MANAGEMENT, / KS#2106 · 1,688 sh | 1,688 | $213.7K | 0.02% | +1.9% |
| 2107 | EAGLE ROCK INVESTMENT COMPANY#2107 · 1,685 sh | 1,685 | $213.3K | — | 0.0% |
| 2108 | Mallini Complete Financial Planning#2108 · 1,682 sh | 1,682 | $212.9K | — | +0.2% |
| 2109 | Ellenbecker Investment Group#2109 · 1,678 sh | 1,678 | $212.4K | 0.02% | 0.0% |
| 2110 | FSM Wealth Advisors#2110 · 1,677 sh | 1,677 | $212.3K | — | -9.5% |
| 2111 | WEDGE CAPITAL MANAGEMENT L L P#2111 · 1,674 sh | 1,674 | $211.9K | — | -14.5% |
| 2112 | MRA Advisory Group#2112 · 1,669 sh | 1,669 | $211.3K | — | +0.2% |
| 2113 | Alternative Investment Advisors#2113 · 1,668 sh | 1,668 | $211.2K | 0.08% | +3.0% |
| 2114 | ALLIANZ SE#2114 · 1,666 sh | 1,666 | $210.9K | <0.01% | 0.0% |
| 2115 | Old West Investment Management#2115 · 1,666 sh | 1,666 | $210.9K | 0.02% | New |
| 2116 | Smith Partners Wealth Management#2116 · 1,664 sh | 1,664 | $210.6K | 0.17% | -7.6% |
| 2117 | Sharp Financial Services#2117 · 1,661 sh | 1,661 | $210.2K | 0.10% | -11.5% |
| 2118 | Annex Advisory Services#2118 · 1,656 sh | 1,656 | $209.6K | — | -8.3% |
| 2119 | Good Harbor Advisors#2119 · 1,655 sh | 1,655 | $209.5K | — | 0.0% |
| 2120 | Mirador Capital Partners#2120 · 1,653 sh | 1,653 | $209.2K | — | 0.0% |
| 2121 | SAXON INTERESTS#2121 · 1,653 sh | 1,653 | $209.2K | — | -2.9% |
| 2122 | BECKER CAPITAL MANAGEMENT#2122 · 1,653 sh | 1,653 | $209.2K | <0.01% | New |
| 2123 | SkyOak Wealth#2123 · 1,652 sh | 1,652 | $209.1K | 0.03% | 0.0% |
| 2124 | BARRETT & COMPANY#2124 · 1,651 sh | 1,651 | $209.0K | — | 0.0% |
| 2125 | Axiom Investment Management#2125 · 1,648 sh | 1,648 | $208.6K | 0.14% | +12.0% |
| 2126 | GDS Wealth Management#2126 · 1,647 sh | 1,647 | $208.5K | <0.01% | New |
| 2127 | TCTC#2127 · 1,646 sh | 1,646 | $208.4K | <0.01% | +7.7% |
| 2128 | MQS Management#2128 · 1,644 sh | 1,644 | $208.1K | 0.25% | New |
| 2129 | FIRST AMERICAN , FSB#2129 · 1,643 sh | 1,643 | $208.0K | 0.01% | +1.4% |
| 2130 | McAdam#2130 · 1,642 sh | 1,642 | $207.8K | — | New |
| 2131 | Compass Ion Advisors#2131 · 1,639 sh | 1,639 | $207.5K | — | -1.6% |
| 2132 | EVOLUTION WEALTH MANAGEMENT#2132 · 1,638 sh | 1,638 | $207.3K | 0.12% | +176.2% |
| 2133 | Marin Bay Wealth Advisors#2133 · 1,637 sh | 1,637 | $207.3K | 0.11% | -40.6% |
| 2134 | Swan Global Investments#2134 · 1,635 sh | 1,635 | $207.0K | <0.01% | New |
| 2135 | Chancellor Financial Group WB#2135 · 1,633 sh | 1,633 | $206.7K | 0.13% | +0.3% |
| 2136 | Crew Capital Management, Ltd.#2136 · 1,631 sh | 1,631 | $206.5K | 0.11% | 0.0% |
| 2137 | MeadowBrook Investment Advisors#2137 · 1,628 sh | 1,628 | $206.1K | 0.16% | 0.0% |
| 2138 | Traveka Wealth#2138 · 1,628 sh | 1,628 | $206.1K | — | +0.4% |
| 2139 | Entelevest#2139 · 1,625 sh | 1,625 | $205.7K | 0.18% | New |
| 2140 | J.M. Arbour#2140 · 1,624 sh | 1,624 | $205.6K | 0.18% | +6.1% |
| 2141 | SPWM Advisors#2141 · 1,644 sh | 1,644 | $205.6K | 0.19% | -3.6% |
| 2142 | Stonebrook Private#2142 · 1,623 sh | 1,623 | $205.4K | 0.04% | New |
| 2143 | Koss-Olinger Consulting#2143 · 1,622 sh | 1,622 | $205.3K | 0.02% | +0.7% |
| 2144 | BRIGHTON SECURITIES#2144 · 1,622 sh | 1,622 | $205.3K | — | -6.5% |
| 2145 | KHAZANAH NASIONAL BERHAD#2145 · 1,617 sh | 1,617 | $204.7K | 0.01% | -15.8% |
| 2146 | OVERSEA-CHINESE BANKING Ltd#2146 · 1,615 sh | 1,615 | $204.4K | <0.01% | -49.5% |
| 2147 | Pinion Investment Advisors#2147 · 1,609 sh | 1,609 | $203.7K | 0.04% | +0.4% |
| 2148 | NORTHEAST INVESTMENT MANAGEMENT#2148 · 1,605 sh | 1,605 | $203.2K | <0.01% | 0.0% |
| 2149 | Symmetry Partners#2149 · 1,605 sh | 1,605 | $203.1K | — | New |
| 2150 | Fusion Capital#2150 · 1,605 sh | 1,605 | $203.1K | 0.05% | +0.1% |
| 2151 | Capula Management Ltd#2151 · 1,604 sh | 1,604 | $203.0K | <0.01% | -84.7% |
| 2152 | 180 WEALTH ADVISORS#2152 · 1,603 sh | 1,603 | $202.9K | 0.02% | +0.4% |
| 2153 | Arbor Wealth Advisors#2153 · 1,602 sh | 1,602 | $202.8K | — | 0.0% |
| 2154 | Stonebridge Financial Group, / MO#2154 · 1,602 sh | 1,602 | $202.8K | 0.13% | -4.4% |
| 2155 | BUCKHEAD CAPITAL MANAGEMENT#2155 · 1,599 sh | 1,599 | $202.4K | 0.07% | New |
| 2156 | Quadrant Private Wealth Management#2156 · 1,599 sh | 1,599 | $202.3K | 0.05% | New |
| 2157 | A. D. Beadell Investment Counsel#2157 · 1,599 sh | 1,599 | $202.0K | — | +0.6% |
| 2158 | Zhang Financial#2158 · 1,592 sh | 1,592 | $201.5K | <0.01% | +0.1% |
| 2159 | TruNorth Capital Management#2159 · 1,590 sh | 1,590 | $201.3K | — | New |
| 2160 | Strategies Wealth Advisors#2160 · 1,584 sh | 1,584 | $200.5K | 0.02% | +0.1% |
| 2161 | Peak Retirement Planning#2161 · 1,583 sh | 1,583 | $200.3K | 0.03% | -5.8% |
| 2162 | VALLEY NATIONAL ADVISERS#2162 · 1,558 sh | 1,558 | $197.2K | — | -1.5% |
| 2163 | Knuff#2163 · 1,540 sh | 1,540 | $194.9K | 0.05% | +13.4% |
| 2164 | Atlantic Edge Private Wealth Management#2164 · 1,508 sh | 1,508 | $190.9K | — | +9.1% |
| 2165 | Morse Asset Management#2165 · 1,500 sh | 1,500 | $189.9K | 0.03% | 0.0% |
| 2166 | SUMMIT SECURITIES GROUP#2166 · 1,481 sh | 1,481 | $187.5K | 0.02% | +59.6% |
| 2167 | CrossGen Wealth#2167 · 1,480 sh | 1,480 | $187.4K | 0.15% | -22.2% |
| 2168 | Dogwood Wealth Management#2168 · 1,475 sh | 1,475 | $186.7K | 0.07% | -72.6% |
| 2169 | IMG Wealth Management#2169 · 1,454 sh | 1,454 | $184.0K | — | +1.0% |
| 2170 | Center for Financial Planning#2170 · 1,438 sh | 1,438 | $182.0K | — | 0.0% |
| 2171 | Beacon Financial Strategies#2171 · 1,402 sh | 1,402 | $177.5K | — | 0.0% |
| 2172 | Spectrum Wealth Advisory Group#2172 · 1,392 sh | 1,392 | $176.2K | 0.05% | New |
| 2173 | VISION FINANCIAL MARKETS#2173 · 1,395 sh | 1,395 | $175.9K | — | 0.0% |
| 2174 | Princeton Global Asset Management#2174 · 1,368 sh | 1,368 | $173.2K | — | +0.8% |
| 2175 | Institute for Wealth Management#2175 · 1,360 sh | 1,360 | $172.1K | 0.02% | New |
| 2176 | Nemes Rush Group#2176 · 1,352 sh | 1,352 | $171.1K | 0.01% | -24.0% |
| 2177 | ATWOOD & PALMER#2177 · 1,348 sh | 1,348 | $170.6K | — | 0.0% |
| 2178 | Fortitude Family Office#2178 · 1,348 sh | 1,348 | $170.6K | — | -0.7% |
| 2179 | Kimelman & Baird#2179 · 1,332 sh | 1,332 | $168.6K | 0.01% | 0.0% |
| 2180 | West Branch Capital#2180 · 1,331 sh | 1,331 | $168.5K | — | -13.1% |
| 2181 | Godfrey Financial Associates#2181 · 1,327 sh | 1,327 | $168.0K | 0.13% | 0.0% |
| 2182 | HOLLENCREST SECURITIES#2182 · 1,318 sh | 1,318 | $166.8K | 0.01% | +0.1% |
| 2183 | Beaird Harris Wealth Management#2183 · 1,302 sh | 1,302 | $164.8K | 0.01% | +88.7% |
| 2184 | ACTION POINT FINANCIAL PLANNING#2184 · 1,306 sh | 1,306 | $164.6K | 0.02% | New |
| 2185 | Global Asset Management#2185 · 1,295 sh | 1,295 | $164.0K | — | +3.7% |
| 2186 | HAGER INVESTMENT MANAGEMENT SERVICES#2186 · 1,290 sh | 1,290 | $163.3K | 0.08% | -6.2% |
| 2187 | New England Capital Financial Advisors#2187 · 1,270 sh | 1,270 | $160.7K | 0.04% | +0.1% |
| 2188 | Coastline#2188 · 1,266 sh | 1,266 | $160.3K | — | 0.0% |
| 2189 | PALLADIEM#2189 · 1,265 sh | 1,265 | $160.2K | 0.16% | -16.7% |
| 2190 | S.A. Mason#2190 · 1,240 sh | 1,240 | $157.0K | — | +2.1% |
| 2191 | GHP Investment Advisors#2191 · 1,238 sh | 1,238 | $156.7K | — | +9.0% |
| 2192 | Cranbrook Wealth Management#2192 · 1,233 sh | 1,233 | $156.1K | 0.03% | 0.0% |
| 2193 | Family Legacy Financial Solutions#2193 · 1,232 sh | 1,232 | $155.9K | — | -31.1% |
| 2194 | RICHARDS, MERRILL & PETERSON#2194 · 1,216 sh | 1,216 | $153.9K | — | -14.8% |
| 2195 | Medallion Wealth Advisors#2195 · 1,205 sh | 1,205 | $152.7K | 0.05% | -25.2% |
| 2196 | Holos Integrated Wealth#2196 · 1,188 sh | 1,188 | $152.3K | — | -6.5% |
| 2197 | Aventura Private Wealth#2197 · 1,201 sh | 1,201 | $152.0K | 0.05% | +18.0% |
| 2198 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2198 · 1,199 sh | 1,199 | $151.8K | 0.06% | New |
| 2199 | Cutler Capital Management#2199 · 1,183 sh | 1,183 | $149.7K | 0.04% | 0.0% |
| 2200 | Smallwood Wealth Investment Management#2200 · 1,172 sh | 1,172 | $148.4K | 0.06% | 0.0% |
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.