Companies / Duke Energy Corp / Institutional holders

Duke Energy Corp

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
AGF MANAGEMENT LTD	$8.65M	66,036	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	$8.54M	72,876	0.01%
CAMDEN NATIONAL BANK	$8.54M	72,866	0.01%
New Age Alpha Advisors, LLC	$8.50M	72,510	0.01%
Visionary Wealth Advisors	$8.37M	71,393	0.01%
Pacer Advisors, Inc.	$8.29M	70,723	0.01%
Rafferty Asset Management, LLC	$8.24M	62,937	0.01%
WINDWARD CAPITAL MANAGEMENT CO /CA	$8.15M	64,368	0.01%
WELCH & FORBES LLC	$8.11M	61,947	0.01%
Northside Capital Management, LLC	$7.99M	68,152	0.01%
Mediolanum International Funds Ltd	$7.96M	67,682	0.01%
Strategic Advisors LLC	$7.95M	67,814	0.01%
WASHINGTON TRUST BANK	$7.95M	67,795	0.01%
CLOUGH CAPITAL PARTNERS L P	$7.92M	60,522	0.01%
PATTEN & PATTEN INC/TN	$7.82M	59,748	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	$7.57M	57,825	0.01%
Estabrook Capital Management	$7.52M	57,433	0.01%
Capital Investment Advisors, LLC	$7.52M	64,147	0.01%
Horizon Investments, LLC	$7.46M	63,652	0.01%
MEYER HANDELMAN CO	$7.42M	63,340	0.01%
HUDSON EDGE INVESTMENT PARTNERS INC.	$7.42M	63,317	0.01%
UniSuper Management Pty Ltd	$7.40M	63,141	0.01%
PRINCIPAL SECURITIES, INC.	$7.39M	56,461	0.01%
Global Retirement Partners, LLC	$7.36M	62,821	0.01%
Concurrent Investment Advisors, LLC	$7.35M	62,701	0.01%
FIRST HORIZON CORP	$7.35M	62,679	0.01%
Reliant Investment Partners, LLC	$7.32M	62,479	0.01%
Canada Post Corp Registered Pension Plan	$7.31M	62,352	0.01%
Kingsview Wealth Management, LLC	$7.30M	62,308	0.01%
Cyndeo Wealth Partners, LLC	$7.29M	62,164	0.01%
Walleye Capital LLC	$7.28M	62,076	0.01%
KMG FIDUCIARY PARTNERS, LLC	$7.27M	62,057	0.01%
FARMERS & MERCHANTS INVESTMENTS INC	$7.27M	55,535	0.01%
BROWN ADVISORY INC	$7.24M	55,284	0.01%
Savant Capital, LLC	$7.23M	61,723	0.01%
STRATEGIC PLANNING GROUP, LLC	$7.23M	61,678	0.01%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$7.19M	54,903	0.01%
BCM ADVISORS, LLC	$7.15M	56,095	0.01%
Atria Investments, Inc	$7.09M	60,499	0.01%
MIZUHO SECURITIES USA LLC	$7.02M	56,624	0.01%
Vontobel Holding Ltd.	$6.98M	59,520	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	$6.96M	59,360	0.01%
ALLSTATE CORP	$6.93M	59,097	0.01%
HARBOUR INVESTMENTS, INC.	$6.92M	59,067	0.01%
ProVise Management Group, LLC	$6.91M	52,740	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	$6.86M	52,408	0.01%
Founders Financial Alliance, LLC	$6.83M	58,251	0.01%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$6.79M	51,841	0.01%
Pathway Financial Advisers, LLC	$6.73M	57,382	0.01%
Prospera Financial Services Inc	$6.72M	57,281	0.01%