Duke Energy — Institutional Ownership

Which tracked institutions hold DUK, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

60
Funds holding
$26124467694
Total value held
Buying
33 added/new · 21 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $9077267536 69323870 +433230 +0.63%
2 State Street Corp $5831104143 44532642 +579242 +1.32%
3 Morgan Stanley $1660297476 12679831 +339201 +2.75%
4 Franklin Resources Inc $1357857043 10370071 +2133178 +25.90%
5 Bank Of America Corp /De/ $1224101157 9348566 +605348 +6.92%
6 Royal Bank Of Canada $1035852000 7910889 NEW BUY
7 Northern Trust Corp $964006075 7362197 +12711 +0.17%
8 Goldman Sachs Group Inc $702347978 5363892 +1060049 +24.63%
9 Bank Of New York Mellon Corp $642979800 4910491 -37473 -0.76%
10 Raymond James Financial Inc $627623411 4786720 -341970 -6.67%
11 Invesco Ltd. $546522065 4662760 +187908 +4.20%
12 Wells Fargo & Company/Mn $440756337 3760399 +112004 +3.07%
13 Janus Henderson Group Plc $358226921 2735816 NEW BUY
14 Barclays Plc $345087785 2635465 NEW BUY
15 Bank Of Montreal /Can/ $199124941 1520734 NEW BUY
16 Citigroup Inc $170945891 1458458 +306704 +26.63%
17 Principal Financial Group Inc $134732022 1028960 -17583 -1.68%
18 Ameriprise Financial Inc $127810658 975656 +44804 +4.81%
19 Fifth Third Bancorp $95046921 725882 +246598 +51.45%
20 Truist Financial Corp $94318587 720319 -1519 -0.21%
21 Pnc Financial Services Group, Inc. $90051518 687731 +17947 +2.68%
22 Sei Investments Co $75840438 579205 NEW BUY
23 Us Bancorp \De\ $45196979 345167 -1446 -0.42%
24 M&T Bank Corp $42669615 364129 +17116 +4.93%
25 Toronto Dominion Bank $32177565 245741 NEW BUY
26 Pinnacle Financial Partners, Inc. $32132452 245387 NEW BUY
27 Hancock Whitney Corp $27670162 211379 -1902 -0.89%
28 Nomura Holdings Inc $17361204 132589 NEW BUY
29 Nomura Holdings Inc $16096076 122927 NEW BUY
30 Bank Of Nova Scotia $14957176 114229 NEW BUY
31 Citigroup Inc $13222110 12837000 +3653000 +39.78%
32 Tompkins Financial Corp $10710107 81794 -1440 -1.73%
33 Allstate Corp $6926759 59097 +30543 +106.97%
34 Bank Of America Corp /De/ $6753056 6128000 -6900000 -52.96%
35 Equitable Holdings, Inc. $5662588 46958 NEW BUY
36 Goldman Sachs Group Inc $5510000 5000000 -2576000 -34.00%
37 Atlantic Union Bankshares Corp $4622628 39439 -134 -0.34%
38 Cincinnati Financial Corp $4545873 38784 Held
39 Regions Financial Corp $4462436 34080 -1339 -3.78%
40 Invesco Ltd. $3090000 3000000 Held
41 Banco Bilbao Vizcaya Argentaria, S.A. $2958199 22591 NEW BUY
42 Stonex Group Inc. $2474187 18896 -5593 -22.84%
43 Westwood Holdings Group Inc $2449755 18709 -277 -1.46%
44 Citizens Financial Group Inc/Ri $2329117 17788 -1773 -9.06%
45 City Holding Co $1951995 14908 -505 -3.28%
46 United Fire Group Inc $1940800 20000 Held
47 Park National Corp /Oh/ $1812864 13845 -120 -0.86%
48 Nicolet Bankshares Inc $1605347 12261 NEW BUY
49 Hilltop Holdings Inc. $1470510 11231 -15449 -57.90%
50 Bank Ozk $1445053 11036 NEW BUY
51 Lcnb Corp $1339980 11432 +80 +0.70%
52 Wells Fargo & Company/Mn $1212025 1175000 -5542000 -82.51%
53 Peoples Financial Services Corp. $1204512 9199 -66 -0.71%
54 Rithm Capital Corp. $1126084 8600 NEW BUY
55 Finward Bancorp $778180 5943 Held
56 Northwest Bancshares, Inc. $721662 6157 Held
57 Associated Banc-Corp $546805 4176 -12 -0.29%
58 First Merchants Corp $540651 4129 -3 -0.07%
59 South Plains Financial, Inc. $490100 3743 +1278 +51.85%
60 First Business Financial Services, Inc. $402379 3073 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.