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Who Owns Duke Energy Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Duke Energy Corp.

Who crossed 5% of DUK →
Managers holding
111
as of 2026-09-30
Reported value
$192.5M
summed across filings
Shares held
1.7M
Added vs trimmed
44 / 38
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Oak Grove Capital LLCCOM NEW278.4K shadded$31.7M
Mn Services Vermogensbeheer B.V.COM NEW226.8K shheld$25.9M
CapWealth Advisors, LLCStock215.2K shadded$24.5M
Farther Finance Advisors, LLCStock97K shadded$11.1M
TOMPKINS FINANCIAL CORPCOM NEW81.3K shadded$9.3M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock59.7K shadded$6.8M
BENEDICT FINANCIAL ADVISORS INCCommon Stock49.8K shadded$5.7M
Iowa State BankCom38.1K shtrimmed$4.3M
Avidian Wealth Enterprises, LLCCOM NEW32.6K shadded$3.7M
AMERICAN NATIONAL BANK & TRUSTCOM NEW25.9K shadded$3M
GAMMA Investing LLCCommon Stock25K shtrimmed$2.9M
MFA WEALTH ADVISORS, LLCCOM NEW24.9K shadded$2.8M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock23K shtrimmed$2.6M
Bank & Trust CoCOM NEW22.5K shtrimmed$2.6M
Hardin Capital Partners, LLCCOM NEW22.4K shadded$2.6M
Wedmont Private CapitalCOM NEW18.4K shadded$2.2M
Ledgewood Wealth Advisors, LLCCOM NEW18.4K shheld$2.1M
Graves Light Lenhart Wealth, Inc.COM NEW17K shtrimmed$1.9M
Apella Capital, LLCCOM NEW16.8K shadded$1.9M
Valeo Financial Advisors, LLCStock16.7K shadded$1.9M
CANANDAIGUA NATIONAL BANK & TRUST COCom15.9K shtrimmed$1.8M
O'Keefe Stevens Advisory, Inc.COM NEW13.7K shadded$1.6M
PARK NATIONAL CORP /OH/Com13.7K shadded$1.6M
Successful Portfolios LLCCOM NEW13.4K shtrimmed$1.5M
Everhart Financial Group, Inc.COM NEW11.9K shtrimmed$1.4M
Greenfield Savings BankCOM NEW11.1K shtrimmed$1.3M
CoreCap Advisors, LLCStock10.6K shadded$1.2M
Dickmeyer Boyce Financial Management, Inc.COM NEW10.2K shtrimmed$1.2M
STABLEFORD CAPITAL II LLCCOM NEW10.2K shadded$1.2M
Atlas Brown,Inc.Stock9.2K shtrimmed$1M
Persium Advisors, LLCCOM8.7K shadded$992.2K
Venture Visionary Partners LLCCOM NEW8.3K shadded$946.9K
NEVILLE RODIE & SHAW INCCOM7.9K shheld$902K
Monument Capital ManagementCOM NEW7.7K shadded$874.9K
Violich Capital Management, Inc.COM7.4K shtrimmed$841.7K
Gradient Investments LLCCOM NEW7K shtrimmed$798.4K
STEPH & COCOM NEW6.9K shadded$783.1K
EASTERN BANKCOM NEW6.8K shadded$778.6K
Legacy Wealth Asset Management, LLCCOM NEW6.7K shadded$759.3K
TrueWealth Advisors, LLCCOM NEW6.6K shadded$751.1K
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM NEW6.5K shtrimmed$739.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM NEW6.5K shadded$735.8K
Bank of New HampshireCOM NEW6.1K shtrimmed$699.2K
MOODY NATIONAL BANK TRUST DIVISIONCOM NEW6.1K shheld$696.8K
DIVERSIFIED MANAGEMENT INCCOM NEW6.1K shtrimmed$694.5K
Bill Few Associates, Inc.COM NEW5.8K shadded$663.8K
SAPIENT CAPITAL LLCCOM NEW5.8K shtrimmed$657.2K
Castleview Partners, LLCCOM NEW5.8K shadded$656.8K
ARMSTRONG ADVISORY GROUP, INCCOM NEW5.7K shtrimmed$646.7K
Douglas Lane & Associates, LLCCOMMON5.4K shtrimmed$618K
Decker Wealth Management LLCCOM NEW5.3K shtrimmed$601.5K
Allen Mooney & Barnes Investment Advisors LLCStock4.7K shtrimmed$537.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.7K shtrimmed$532.7K
ARGUS INVESTORS' COUNSEL, INC.COM4.4K shheld$507.1K
Hummer Financial Advisory Services IncCOM NEW4.3K shtrimmed$487.3K
First Heartland Consultants, Inc.COM4.3K shadded$486.9K
Investment Partners Asset Management, Inc.COM NEW4.2K shadded$477.1K
Breakwater Capital GroupCOM NEW3.9K shtrimmed$448.9K
Meadowbrook Wealth Management, LLCMid Cap US Val Eq3.9K shtrimmed$445.9K
TITLEIST ASSET MANAGEMENT, LLCCOM NEW3.9K shadded$443.3K
Cooper Financial GroupCOM NEW3.8K shadded$432.6K
CHAPIN DAVIS, INC.COM NEW3.7K shadded$416.3K
Grove Bank & TrustCOM NEW3.5K shadded$401K
Financial Symmetry IncCOM3.3K shadded$372.3K
Exchange BankCOMMON STOCK3K shheld$347.2K
Rosenberg Matthew HamiltonStock3K shtrimmed$343K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM NEW2.9K shtrimmed$330.5K
Galvin, Gaustad & Stein, LLCCOM NEW2.7K shtrimmed$302.8K
Heartwood Wealth Advisors LLCStock2.6K shheld$301.1K
Gerald Baker Financial Group LLCCOM NEW2.6K shheld$299.3K
Partnership Wealth Management, LLCStock2.6K shheld$297.8K
Shulman DeMeo Asset Management LLCCOM NEW2.6K shadded$291K
RFG - Bristol Wealth Advisors, LLCCOM NEW2.5K shadded$286.7K
Capital Advisors Wealth Management, LLCCOM NEW2.4K shtrimmed$277.5K
YHB Investment Advisors, Inc.COM NEW2.4K shadded$271.7K
Norman Fields, Gottscho Capital Management, LLCCOM2.4K shtrimmed$269.5K
CENTRAL BANK & TRUST COEquities2.3K shheld$256.9K
M.E. ALLISON & CO., INC.COM NEW2.2K shadded$248K
CYPRESS ASSET MANAGEMENT INC/TXCOM NEW2.1K shheld$241.5K
Sound Income Strategies, LLCCOM NEW2K shtrimmed$237K
TILIA FIDUCIARY PARTNERS, INC.Stock2.1K shtrimmed$234.1K
Legacy Private Trust Co.COM NEW2K shheld$230.9K
ELEVATION WEALTH PARTNERS, LLCCOM NEW2K shadded$229.2K
ROCKLAND TRUST COCOM NEW2K shtrimmed$223K
Bullock Wealth Management GroupStock1.9K shadded$213.3K
Stokes Capital Advisors, LLCCOM NEW1.8K shheld$205.8K
Weaver Consulting GroupCOM NEW1.8K shtrimmed$205K
COLTON GROOME FINANCIAL ADVISORS, LLCCOM NEW1.8K shtrimmed$203.8K
Balefire, LLCCOM NEW1.8K shtrimmed$200.3K
ATWOOD & PALMER INCCOM1.3K shheld$153.7K
Trust CoStock1.2K shadded$133.3K
Dakota Community Bank & Trust NACOM NEW1K shheld$117K
Bangor Savings BankCOM NEW929 shtrimmed$105.9K
Byrne Asset Management LLCCOM883 shtrimmed$100.4K
Pacifica Partners Inc.COM NEW827 shheld$94.1K
Wealth Enhancement Trust Services, Inc.COM NEW659 shadded$75.1K
Investors Research CorpCOM NEW600 shheld$68.4K
Horrell Capital Management, Inc.COM NEW450 shheld$51.3K
FIRST COMMUNITY TRUST NACOM NEW348 shheld$39.7K
Olistico Wealth, LLCStock260 shheld$29.7K
Dorato Capital ManagementCOM NEW216 shheld$24.9K
GK Wealth Management LLCCOM NEW188 sh—$21.4K
VALLEY WEALTH MANAGERS, INC.Stock171 shheld$19.5K
Central Pacific Bank - Trust DivisionCOM NEW140 shheld$16K
Davis Capital ManagementStock126 shadded$14.4K
ACIMA PRIVATE WEALTH, LLCStock110 shheld$12.5K
General Partner, Inc.CL101 shheld$11.5K
Aventus Investment Advisors, Inc.Stock100 shheld$11.4K
TOTH FINANCIAL ADVISORY CORPCOM NEW82 shheld$9.3K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW66 sh—$7.5K
Retirement Wealth Solutions LLCCOM NEW28 shadded$3.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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