Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Tidemark#2201 · 1,163 sh | 1,163 | $147.2K | 0.03% | +275.2% |
| 2202 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#2202 · 1,134 sh | 1,134 | $143.5K | 0.04% | +28.9% |
| 2203 | WEBSTER BANK, N. A.#2203 · 1,132 sh | 1,132 | $143.3K | 0.01% | +6.9% |
| 2204 | Caitong International Asset Management , Ltd#2204 · 1,125 sh | 1,125 | $142.4K | 0.02% | New |
| 2205 | Bravera Wealth#2205 · 1,121 sh | 1,121 | $141.9K | 0.05% | -2.9% |
| 2206 | Purpose Unlimited#2206 · 1,106 sh | 1,106 | $140.0K | <0.01% | -6.7% |
| 2207 | LifeSteps Financial#2207 · 1,100 sh | 1,100 | $139.2K | — | New |
| 2208 | Westside Investment Management#2208 · 1,099 sh | 1,099 | $139.1K | 0.02% | -1.5% |
| 2209 | Capital Advisors, Ltd.#2209 · 1,096 sh | 1,096 | $139.0K | 0.01% | +2.8% |
| 2210 | Bay Harbor Wealth Management#2210 · 1,088 sh | 1,088 | $137.7K | 0.03% | +1432.4% |
| 2211 | Investment Research & Advisory Group#2211 · 1,062 sh | 1,062 | $135.8K | — | +63.6% |
| 2212 | Acumen Wealth Advisors#2212 · 1,054 sh | 1,054 | $133.4K | 0.03% | +0.6% |
| 2213 | WPG Advisers#2213 · 1,046 sh | 1,046 | $132.4K | 0.08% | +29.0% |
| 2214 | Trust Co#2214 · 1,034 sh | 1,034 | $130.9K | — | +38.6% |
| 2215 | Miller Capital Partners#2215 · 1,030 sh | 1,030 | $130.4K | 0.05% | 0.0% |
| 2216 | Measured Wealth Private Client Group#2216 · 1,029 sh | 1,029 | $130.3K | 0.03% | +19.0% |
| 2217 | Advantage#2217 · 1,029 sh | 1,029 | $130.3K | — | +157.9% |
| 2218 | Piscataqua Savings Bank#2218 · 1,029 sh | 1,029 | $130.2K | — | 0.0% |
| 2219 | Dakota Community Bank & NA#2219 · 1,026 sh | 1,026 | $129.9K | — | 0.0% |
| 2220 | Copia Wealth Management#2220 · 1,017 sh | 1,017 | $128.8K | 0.08% | 0.0% |
| 2221 | JPL Wealth Management#2221 · 1,009 sh | 1,009 | $127.7K | 0.03% | +10.5% |
| 2222 | Private Wealth Asset Management#2222 · 1,008 sh | 1,008 | $127.6K | 0.01% | 0.0% |
| 2223 | BAYBAN#2223 · 1,006 sh | 1,006 | $127.3K | 0.10% | +13.5% |
| 2224 | Howard Capital Management Group#2224 · 1,003 sh | 1,003 | $127.0K | — | -1.0% |
| 2225 | Wealth Preservation Advisors#2225 · 1,000 sh | 1,000 | $126.6K | 0.07% | 0.0% |
| 2226 | N.E.W. Advisory Services#2226 · 999 sh | 999 | $126.5K | <0.01% | +29.2% |
| 2227 | Asset Dedication#2227 · 978 sh | 978 | $123.8K | <0.01% | +4.9% |
| 2228 | SOUTHERN MICHIGAN BANK &#2228 · 947 sh | 947 | $119.9K | — | 0.0% |
| 2229 | Bangor Savings Bank#2229 · 930 sh | 930 | $117.7K | — | -0.3% |
| 2230 | PROSPERITY BANCSHARES#2230 · 917 sh | 917 | $116.1K | 0.08% | -5.5% |
| 2231 | Byrne Asset Management#2231 · 908 sh | 908 | $114.9K | — | 0.0% |
| 2232 | C M BIDWELL & ASSOCIATES LTD#2232 · 896 sh | 896 | $113.4K | 0.05% | -3.2% |
| 2233 | GW&K Investment Management#2233 · 885 sh | 885 | $112.0K | <0.01% | +4.0% |
| 2234 | Coston, McIsaac & Partners#2234 · 890 sh | 890 | $112.0K | 0.02% | +7.5% |
| 2235 | Key FInancial#2235 · 857 sh | 857 | $108.5K | 0.02% | -2.2% |
| 2236 | POM Investment Strategies#2236 · 849 sh | 849 | $107.4K | — | -66.3% |
| 2237 | Pacifica Partners#2237 · 827 sh | 827 | $107.1K | — | -3.3% |
| 2238 | Kilter Group#2238 · 839 sh | 839 | $106.2K | 0.04% | +11.0% |
| 2239 | SJS Investment Consulting#2239 · 820 sh | 820 | $103.8K | — | -13.6% |
| 2240 | TOWER & INVESTMENT#2240 · 819 sh | 819 | $103.7K | 0.06% | 0.0% |
| 2241 | True Wealth Design#2241 · 817 sh | 817 | $103.4K | — | +18.4% |
| 2242 | RHL GROUP#2242 · 810 sh | 810 | $102.9K | 0.09% | New |
| 2243 | PenderFund Capital Management Ltd.#2243 · 808 sh | 808 | $102.3K | 0.01% | -100.0% |
| 2244 | Avalon#2244 · 800 sh | 800 | $101.3K | <0.01% | 0.0% |
| 2245 | LOUISBOURG INVESTMENTS#2245 · 800 sh | 800 | $101.3K | — | 0.0% |
| 2246 | Synergy Investment Management#2246 · 784 sh | 784 | $100.1K | 0.02% | +71.6% |
| 2247 | Keating Financial Advisory Services#2247 · 767 sh | 767 | $97.1K | 0.01% | +21.2% |
| 2248 | Moisand Fitzgerald Tamayo#2248 · 763 sh | 763 | $96.6K | — | 0.0% |
| 2249 | Silver Grove Financial Group#2249 · 758 sh | 758 | $95.9K | 0.05% | New |
| 2250 | LRI Investments#2250 · 734 sh | 734 | $92.9K | <0.01% | +2.5% |
| 2251 | Aberdeen Wealth Management#2251 · 725 sh | 725 | $91.8K | 0.04% | New |
| 2252 | Luken Investment Analytics#2252 · 721 sh | 721 | $91.3K | 0.03% | 0.0% |
| 2253 | KELLEHER FINANCIAL ADVISORS#2253 · 699 sh | 699 | $88.5K | 0.01% | +69.2% |
| 2254 | Sachetta#2254 · 681 sh | 681 | $86.2K | 0.04% | +9.7% |
| 2255 | PFS Partners#2255 · 679 sh | 679 | $86.0K | — | +0.7% |
| 2256 | EDMOND DE ROTHSCHILD HOLDING S.A.#2256 · 667 sh | 667 | $84.4K | <0.01% | 0.0% |
| 2257 | Planning Strategies#2257 · 653 sh | 653 | $82.7K | — | — |
| 2258 | TrueNorth#2258 · 647 sh | 647 | $81.9K | <0.01% | +851.5% |
| 2259 | First Pacific Financial#2259 · 640 sh | 640 | $81.0K | — | -19.4% |
| 2260 | Jackson, Grant Investment Advisers#2260 · 636 sh | 636 | $80.5K | 0.03% | 0.0% |
| 2261 | Wellington Shields Capital Management#2261 · 630 sh | 630 | $79.7K | 0.01% | 0.0% |
| 2262 | Gen-Wealth Partners#2262 · 623 sh | 623 | $78.9K | 0.02% | 0.0% |
| 2263 | GILL CAPITAL PARTNERS#2263 · 618 sh | 618 | $78.2K | — | +357.8% |
| 2264 | Investors Research#2264 · 600 sh | 600 | $75.9K | — | 0.0% |
| 2265 | First Bancorp#2265 · 588 sh | 588 | $74.4K | — | New |
| 2266 | 1248 Management#2266 · 587 sh | 587 | $74.3K | 0.03% | 0.0% |
| 2267 | Basepoint Wealth#2267 · 573 sh | 573 | $72.5K | 0.04% | +0.4% |
| 2268 | Fortis Group Advisors#2268 · 570 sh | 570 | $72.2K | 0.01% | 0.0% |
| 2269 | FLAGSHIP WEALTH ADVISORS#2269 · 563 sh | 563 | $71.3K | 0.02% | 0.0% |
| 2270 | Centerpoint Advisors#2270 · 553 sh | 553 | $70.0K | 0.02% | 0.0% |
| 2271 | Hartford Financial Management#2271 · 544 sh | 544 | $68.9K | — | 0.0% |
| 2272 | Buck Wealth Strategies#2272 · 523 sh | 523 | $66.2K | <0.01% | New |
| 2273 | Perkins Coie#2273 · 507 sh | 507 | $64.2K | — | 0.0% |
| 2274 | Cherry Tree Wealth Management#2274 · 504 sh | 504 | $63.8K | — | +0.8% |
| 2275 | Western Pacific Wealth Management#2275 · 504 sh | 504 | $63.8K | — | 0.0% |
| 2276 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#2276 · 501 sh | 501 | $63.4K | 0.19% | -65.4% |
| 2277 | HUSSMAN STRATEGIC ADVISORS#2277 · 500 sh | 500 | $63.3K | 0.01% | 0.0% |
| 2278 | Lummis Asset Management#2278 · 500 sh | 500 | $63.3K | 0.04% | 0.0% |
| 2279 | BankPlus Department#2279 · 494 sh | 494 | $62.5K | 0.01% | 0.0% |
| 2280 | PIN OAK INVESTMENT ADVISORS#2280 · 467 sh | 467 | $62.0K | 0.04% | 0.0% |
| 2281 | WELLINGTON-ALTUS USA#2281 · 470 sh | 470 | $61.5K | 0.04% | -32.8% |
| 2282 | BOYD WATTERSON ASSET MANAGEMENT#2282 · 479 sh | 479 | $60.6K | 0.02% | 0.0% |
| 2283 | Catalyst Capital Advisors#2283 · 468 sh | 468 | $59.2K | <0.01% | -50.8% |
| 2284 | TSFG#2284 · 466 sh | 466 | $59.0K | — | +4.5% |
| 2285 | Cornerstone Planning Group#2285 · 453 sh | 453 | $58.0K | — | +5.6% |
| 2286 | Horrell Capital Management#2286 · 450 sh | 450 | $57.0K | — | 0.0% |
| 2287 | DELTA ASSET MANAGEMENT#2287 · 442 sh | 442 | $55.9K | <0.01% | +10.2% |
| 2288 | CGC Financial Services#2288 · 438 sh | 438 | $55.4K | — | +42.2% |
| 2289 | S&T BANK#2289 · 434 sh | 434 | $54.9K | 0.02% | +121.4% |
| 2290 | MOTCO#2290 · 434 sh | 434 | $54.9K | <0.01% | +4.1% |
| 2291 | Private Wealth Management Group#2291 · 423 sh | 423 | $53.5K | — | +47.9% |
| 2292 | LGT Financial Advisors#2292 · 415 sh | 415 | $52.6K | 0.28% | +0.7% |
| 2293 | Bruce G. Allen Investments#2293 · 414 sh | 414 | $52.4K | 0.03% | -10.4% |
| 2294 | Plante Moran Financial Advisors#2294 · 411 sh | 411 | $52.1K | <0.01% | -48.1% |
| 2295 | Monetary Solutions, Ltd#2295 · 401 sh | 401 | $50.8K | — | 0.0% |
| 2296 | Key Capital Management#2296 · 393 sh | 393 | $49.7K | 0.03% | 0.0% |
| 2297 | CHESAPEAKE ASSET MANAGEMENT#2297 · 387 sh | 387 | $49.0K | 0.04% | +225.2% |
| 2298 | BELLEVUE ASSET MANAGEMENT#2298 · 375 sh | 375 | $47.5K | 0.02% | +0.3% |
| 2299 | Wealth Enhancement Services#2299 · 372 sh | 372 | $47.1K | — | -13.7% |
| 2300 | Bare Financial Services#2300 · 371 sh | 371 | $47.0K | 0.01% | +20.1% |
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.