Duke Energy CORP (DUK) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,509
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | LYNCH & ASSOCIATES#601 · 31,308 sh | 31,308 | $4.0M | — | +1.8% |
| 602 | Empirical Finance#602 · 31,163 sh | 31,163 | $3.9M | 0.16% | +3.0% |
| 603 | PFG Investments#603 · 31,072 sh | 31,072 | $3.9M | 0.15% | +0.7% |
| 604 | Argyle Capital Management#604 · 31,009 sh | 31,009 | $3.9M | 1.13% | +1.1% |
| 605 | KCM Capital#605 · 31,000 sh | 31,000 | $3.9M | 0.64% | 0.0% |
| 606 | Carson Advisory#606 · 30,595 sh | 30,595 | $3.9M | 1.78% | -0.6% |
| 607 | Sowell Financial Services#607 · 30,590 sh | 30,590 | $3.9M | — | -6.2% |
| 608 | Old North State Wealth Management#608 · 30,519 sh | 30,519 | $3.9M | — | +3.0% |
| 609 | MUFG Securities EMEA plc#609 · 30,514 sh | 30,514 | $3.9M | 0.04% | -4.3% |
| 610 | PRAXIS INVESTMENT MANAGEMENT#610 · 30,409 sh | 30,409 | $3.8M | 0.20% | 0.0% |
| 611 | Cohen Capital Management#611 · 30,133 sh | 30,133 | $3.8M | — | 0.0% |
| 612 | Fox Hill Wealth Management#612 · 30,074 sh | 30,074 | $3.8M | 1.53% | +1.7% |
| 613 | BANQUE PICTET & CIE SA#613 · 30,000 sh | 30,000 | $3.8M | — | 0.0% |
| 614 | CREATIVE FINANCIAL DESIGNS#614 · 29,843 sh | 29,843 | $3.8M | 0.18% | +23.7% |
| 615 | M Securities#615 · 29,877 sh | 29,877 | $3.8M | 0.52% | +0.8% |
| 616 | Close Asset Management Ltd#616 · 29,767 sh | 29,767 | $3.8M | 0.10% | -1.9% |
| 617 | MONTAG A & ASSOCIATES#617 · 29,655 sh | 29,655 | $3.8M | 0.16% | -0.4% |
| 618 | NATIXIS#618 · 29,574 sh | 29,574 | $3.7M | 0.02% | +210.8% |
| 619 | Spectrum Asset Management, (NB/CA)#619 · 29,511 sh | 29,511 | $3.7M | — | 0.0% |
| 620 | Griffith & Werner#620 · 29,409 sh | 29,409 | $3.7M | 1.74% | +7.1% |
| 621 | Tradewinds#621 · 1,046 sh | 1,046 | $3.7M | 0.84% | -96.0% |
| 622 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#622 · 29,120 sh | 29,120 | $3.7M | 0.05% | +8.0% |
| 623 | AXXCESS WEALTH MANAGEMENT#623 · 28,964 sh | 28,964 | $3.7M | — | -9.2% |
| 624 | Emerald Investment Advisers#624 · 28,900 sh | 28,900 | $3.7M | 0.24% | +11.5% |
| 625 | Avidian Wealth Solutions#625 · 28,877 sh | 28,877 | $3.7M | — | +3.0% |
| 626 | Triangle Securities Wealth Management#626 · 28,821 sh | 28,821 | $3.6M | — | -0.6% |
| 627 | Foundations Investment Advisors#627 · 28,782 sh | 28,782 | $3.6M | 0.04% | -5.9% |
| 628 | Apollon Financial#628 · 28,780 sh | 28,780 | $3.6M | — | +6.5% |
| 629 | PINNACLE ASSOCIATES LTD#629 · 28,537 sh | 28,537 | $3.6M | — | -4.0% |
| 630 | AlphaStar Capital Management#630 · 28,494 sh | 28,494 | $3.6M | — | -20.4% |
| 631 | MARSHALL INVESTMENT MANAGEMENT#631 · 28,395 sh | 28,395 | $3.6M | 1.49% | +7.4% |
| 632 | TWIN CAPITAL MANAGEMENT#632 · 28,252 sh | 28,252 | $3.6M | 0.39% | +17.9% |
| 633 | Asio Capital#633 · 28,229 sh | 28,229 | $3.6M | — | -5.7% |
| 634 | Ally Financial#634 · 28,000 sh | 28,000 | $3.5M | 0.46% | New |
| 635 | Empire Financial Management Company#635 · 27,986 sh | 27,986 | $3.5M | 1.40% | -8.7% |
| 636 | SHEETS SMITH WEALTH MANAGEMENT#636 · 27,917 sh | 27,917 | $3.5M | — | -0.4% |
| 637 | Modera Wealth Management#637 · 27,848 sh | 27,848 | $3.5M | 0.04% | -2.2% |
| 638 | Slocum, Gordon & LLP#638 · 27,825 sh | 27,825 | $3.5M | — | -6.7% |
| 639 | Morningstar Investment Management#639 · 26,772 sh | 26,772 | $3.5M | 0.22% | 0.0% |
| 640 | Kovitz Investment Group Partners#640 · 27,509 sh | 27,509 | $3.5M | 0.08% | -6.7% |
| 641 | Fiduciary Alliance#641 · 27,451 sh | 27,451 | $3.5M | — | -15.0% |
| 642 | Shepherd Financial Partners#642 · 27,321 sh | 27,321 | $3.5M | 0.28% | -3.4% |
| 643 | CHEMUNG CANAL#643 · 27,254 sh | 27,254 | $3.4M | 0.64% | +4.5% |
| 644 | LSV ASSET MANAGEMENT#644 · 27,214 sh | 27,214 | $3.4M | <0.01% | New |
| 645 | EQUITABLE#645 · 27,190 sh | 27,190 | $3.4M | — | -0.9% |
| 646 | KINGSWOOD WEALTH ADVISORS#646 · 27,047 sh | 27,047 | $3.4M | — | -21.7% |
| 647 | Mount Yale Investment Advisors#647 · 26,993 sh | 26,993 | $3.4M | 0.06% | +54.6% |
| 648 | GUARDIAN CAPITAL#648 · 26,966 sh | 26,966 | $3.4M | 0.08% | -12.9% |
| 649 | Convergence Financial#649 · 26,923 sh | 26,923 | $3.4M | 0.27% | -4.7% |
| 650 | Markowski Investments#650 · 26,866 sh | 26,866 | $3.4M | 0.75% | — |
| 651 | HALL CAPITAL MANAGEMENT#651 · 26,562 sh | 26,562 | $3.4M | 1.05% | +2.9% |
| 652 | Stiles Financial Services#652 · 26,501 sh | 26,501 | $3.4M | 0.84% | -0.2% |
| 653 | Meridian Wealth Management#653 · 26,460 sh | 26,460 | $3.3M | 0.10% | +4.4% |
| 654 | LOGAN CAPITAL MANAGEMENT#654 · 25,912 sh | 25,912 | $3.3M | 0.12% | New |
| 655 | Smartleaf Asset Management#655 · 25,543 sh | 25,543 | $3.3M | 0.11% | 0.0% |
| 656 | TRUSTMARK NATIONAL BANK DEPARTMENT#656 · 25,816 sh | 25,816 | $3.3M | 0.19% | -1.0% |
| 657 | GAMMA Investing#657 · 25,658 sh | 25,658 | $3.2M | — | +7.6% |
| 658 | COMMERZBANK AKTIENGESELLSCHAFT#658 · 25,616 sh | 25,616 | $3.2M | 0.06% | -65.4% |
| 659 | TD Waterhouse Canada#659 · 25,694 sh | 25,694 | $3.2M | — | -4.1% |
| 660 | NAPLES GLOBAL ADVISORS#660 · 25,417 sh | 25,417 | $3.2M | 0.20% | -1.8% |
| 661 | ROWLANDMILLER & PARTNERS.ADV#661 · 25,234 sh | 25,234 | $3.2M | 0.58% | -0.1% |
| 662 | Aspire Private Capital#662 · 25,073 sh | 25,073 | $3.2M | 0.66% | 0.0% |
| 663 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#663 · 24,995 sh | 24,995 | $3.2M | 0.04% | +0.5% |
| 664 | LEGACY FINANCIAL INDEPENDENT ADVISORS#664 · 24,796 sh | 24,796 | $3.1M | 1.48% | -48.7% |
| 665 | TCG Advisory Services#665 · 24,730 sh | 24,730 | $3.1M | 0.06% | +6.5% |
| 666 | MFA WEALTH ADVISORS#666 · 24,678 sh | 24,678 | $3.1M | — | +17.2% |
| 667 | Ranch Capital Advisors#667 · 24,627 sh | 24,627 | $3.1M | 0.99% | +9.3% |
| 668 | Wilmington Savings Fund Society, FSB#668 · 24,571 sh | 24,571 | $3.1M | — | -5.9% |
| 669 | FRANKLIN STREET ADVISORS#669 · 24,417 sh | 24,417 | $3.1M | — | -5.5% |
| 670 | PROFUND ADVISORS#670 · 24,410 sh | 24,410 | $3.1M | 0.09% | -8.0% |
| 671 | Plan Group Financial#671 · 24,369 sh | 24,369 | $3.1M | — | +15.2% |
| 672 | FULTON BANK, N.A.#672 · 24,295 sh | 24,295 | $3.1M | — | -0.5% |
| 673 | CORDA Investment Management#673 · 24,168 sh | 24,168 | $3.1M | — | New |
| 674 | SWS Partners#674 · 24,127 sh | 24,127 | $3.1M | — | +33.9% |
| 675 | SEGALL BRYANT & HAMILL#675 · 24,119 sh | 24,119 | $3.1M | 0.04% | -30.3% |
| 676 | AMERICAN NATIONAL BANK#676 · 24,096 sh | 24,096 | $3.0M | — | +5.9% |
| 677 | Mutual Advisors#677 · 24,041 sh | 24,041 | $3.0M | 0.06% | +8.2% |
| 678 | WCG Wealth Advisors#678 · 24,035 sh | 24,035 | $3.0M | 0.07% | +1.1% |
| 679 | Evercore Wealth Management#679 · 24,009 sh | 24,009 | $3.0M | 0.04% | -0.3% |
| 680 | LEUCADIA NATIONAL#680 · 24,007 sh | 24,007 | $3.0M | 0.02% | -76.2% |
| 681 | Counterweight Ventures#681 · 23,961 sh | 23,961 | $3.0M | 1.51% | -1.0% |
| 682 | SPIRIT OF AMERICA MANAGEMENT#682 · 23,900 sh | 23,900 | $3.0M | — | +2.1% |
| 683 | RiverFront Investment Group#683 · 23,896 sh | 23,896 | $3.0M | 0.04% | +105.7% |
| 684 | U S WEALTH GROUP#684 · 23,860 sh | 23,860 | $3.0M | 1.81% | +14.3% |
| 685 | Odyssean#685 · 23,788 sh | 23,788 | $3.0M | 0.49% | +109.1% |
| 686 | Mill Capital Management#686 · 23,775 sh | 23,775 | $3.0M | — | -2.3% |
| 687 | Vestmark Advisory Solutions#687 · 23,727 sh | 23,727 | $3.0M | 0.03% | +150.5% |
| 688 | Arete Wealth Advisors#688 · 23,641 sh | 23,641 | $3.0M | 0.10% | New |
| 689 | MassMutual Private Wealth & , FSB#689 · 23,627 sh | 23,627 | $3.0M | — | +0.8% |
| 690 | MUFG SECURITIES AMERICAS#690 · 23,480 sh | 23,480 | $3.0M | 0.15% | +9.1% |
| 691 | Frec Markets#691 · 23,422 sh | 23,422 | $3.0M | 0.27% | +116.2% |
| 692 | Summit Global Investments#692 · 23,397 sh | 23,397 | $3.0M | 0.16% | +161.0% |
| 693 | GAM Holding AG#693 · 23,364 sh | 23,364 | $3.0M | 0.23% | -0.7% |
| 694 | Advisory Alpha#694 · 23,352 sh | 23,352 | $3.0M | 0.07% | +22.6% |
| 695 | Cornerstone Wealth Group#695 · 23,276 sh | 23,276 | $2.9M | 0.17% | +5.4% |
| 696 | Brick & Kyle, Associates#696 · 22,495 sh | 22,495 | $2.9M | 0.97% | 0.0% |
| 697 | Live Oak Private Wealth#697 · 23,270 sh | 23,270 | $2.9M | 0.37% | 0.0% |
| 698 | Verdence Capital Advisors#698 · 23,210 sh | 23,210 | $2.9M | — | -6.8% |
| 699 | Summit Financial#699 · 23,201 sh | 23,201 | $2.9M | 0.03% | +9.4% |
| 700 | HOME FEDERAL BANK OF TENNESSEE#700 · 23,177 sh | 23,177 | $2.9M | — | 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.