Duke Energy — Institutional Ownership
Which tracked institutions hold DUK, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
86
Funds holding
$27279462340
Total value held
Buying
47 added/new · 31 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $8929457980 | 70543988 | +1220118 | +1.76% |
| 2 | State Street Corp | $5690225169 | 44953588 | +420946 | +0.95% |
| 3 | Morgan Stanley | $1659142677 | 13107459 | +427628 | +3.37% |
| 4 | Franklin Resources Inc | $1333782620 | 10537072 | +167001 | +1.61% |
| 5 | Bank Of America Corp /De/ | $1122464275 | 8867628 | -480938 | -5.14% |
| 6 | Royal Bank Of Canada | $925810000 | 7314029 | -596860 | -7.54% |
| 7 | Northern Trust Corp | $916886154 | 7243531 | -118666 | -1.61% |
| 8 | Goldman Sachs Group Inc | $710608545 | 5613909 | +250017 | +4.66% |
| 9 | Bank Of New York Mellon Corp | $605679804 | 4784956 | -125535 | -2.56% |
| 10 | Invesco Ltd. | $600357878 | 4742913 | +4742913 | NEW BUY |
| 11 | Raymond James Financial Inc | $565813471 | 4470007 | -316713 | -6.62% |
| 12 | Jpmorgan Chase & Co | $503559280 | 3923938 | -112789 | -2.79% |
| 13 | Wells Fargo & Company/Mn | $500801810 | 3956407 | +70218 | +1.81% |
| 14 | Federated Hermes, Inc. | $483067640 | 3816303 | +3816303 | NEW BUY |
| 15 | Ubs Group Ag | $480686158 | 3797489 | +3797489 | NEW BUY |
| 16 | Janus Henderson Group Plc | $358226921 | 2735816 | +2735816 | NEW BUY |
| 17 | Barclays Plc | $260137722 | 2055125 | -580340 | -22.02% |
| 18 | Citigroup Inc | $240722127 | 1901739 | +443281 | +30.39% |
| 19 | Bank Of Montreal /Can/ | $215834020 | 1705120 | +184386 | +12.12% |
| 20 | Prudential Financial Inc | $146168256 | 1154750 | +721353 | +166.44% |
| 21 | Ameriprise Financial Inc | $137538632 | 1086964 | +1086964 | NEW BUY |
| 22 | Principal Financial Group Inc | $129459696 | 1022750 | -6210 | -0.60% |
| 23 | Stifel Financial Corp | $105386545 | 832564 | +832564 | NEW BUY |
| 24 | Fifth Third Bancorp | $92631251 | 731800 | +5918 | +0.82% |
| 25 | Truist Financial Corp | $91566747 | 723390 | +3071 | +0.43% |
| 26 | Sei Investments Co | $73251092 | 578664 | -541 | -0.09% |
| 27 | Pnc Financial Services Group, Inc. | $70264869 | 555585 | -132757 | -19.29% |
| 28 | M&T Bank Corp | $45918455 | 362812 | -1317 | -0.36% |
| 29 | Us Bancorp \De\ | $43378111 | 342686 | -2481 | -0.72% |
| 30 | Toronto Dominion Bank | $32809670 | 259205 | +13464 | +5.48% |
| 31 | Pinnacle Financial Partners, Inc. | $30351170 | 239778 | -5609 | -2.29% |
| 32 | Hancock Whitney Corp | $26332690 | 208032 | -3347 | -1.58% |
| 33 | Nomura Holdings Inc | $21281136 | 168124 | +35535 | +26.80% |
| 34 | Bank Of Nova Scotia | $15043554 | 118846 | +4617 | +4.04% |
| 35 | First Horizon Corp | $12025986 | 95007 | +95007 | NEW BUY |
| 36 | Hennessy Advisors Inc | $11289290 | 89187 | +89187 | NEW BUY |
| 37 | Tompkins Financial Corp | $10235892 | 80865 | -929 | -1.14% |
| 38 | Allstate Corp | $9295909 | 73439 | +14342 | +24.27% |
| 39 | Equitable Holdings, Inc. | $6719757 | 53087 | +6129 | +13.05% |
| 40 | Southstate Bank Corp | $5544837 | 43805 | +43805 | NEW BUY |
| 41 | Zions Bancorporation, National Association /Ut/ | $5383447 | 42530 | +42530 | NEW BUY |
| 42 | Atlantic Union Bankshares Corp | $5012296 | 39598 | +159 | +0.40% |
| 43 | Cincinnati Financial Corp | $4909279 | 38784 | — | Held |
| 44 | Regions Financial Corp | $4318151 | 34114 | +34 | +0.10% |
| 45 | Ally Financial Inc. | $3544240 | 28000 | +28000 | NEW BUY |
| 46 | Jefferies Financial Group Inc. | $3038806 | 24007 | +24007 | NEW BUY |
| 47 | Stonex Group Inc. | $2829132 | 22333 | +3437 | +18.19% |
| 48 | Citizens Financial Group Inc/Ri | $2742744 | 21668 | +3880 | +21.81% |
| 49 | Westwood Holdings Group Inc | $2591218 | 20471 | +1762 | +9.42% |
| 50 | Banco Santander, S.A. | $2115658 | 16714 | +16714 | NEW BUY |
| 51 | Banco Bilbao Vizcaya Argentaria, S.A. | $1997942 | 15779 | -6812 | -30.15% |
| 52 | United Fire Group Inc | $1940800 | 20000 | — | Held |
| 53 | City Holding Co | $1852943 | 14639 | -269 | -1.80% |
| 54 | Park National Corp /Oh/ | $1706677 | 13483 | -362 | -2.61% |
| 55 | Cullen/Frost Bankers, Inc. | $1574647 | 12440 | +12440 | NEW BUY |
| 56 | Nicolet Bankshares Inc | $1568315 | 12407 | +146 | +1.19% |
| 57 | Lcnb Corp | $1442670 | 11397 | -35 | -0.31% |
| 58 | Rithm Capital Corp. | $1215168 | 9600 | +1000 | +11.63% |
| 59 | Hilltop Holdings Inc. | $1185602 | 9367 | -1864 | -16.60% |
| 60 | Peoples Financial Services Corp. | $1158959 | 9156 | -43 | -0.47% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.