DUK — Duke Energy Corp New Institutional Holders · Q3 2026

Name: Who Owns DUK? 135 Institutions Hold $201M (Q3 2026)
Creator: ko.io

Who owns Duke Energy Corp New (DUK)? 135 institutions reported holding $200.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Oak Grove Capital LLC ($31.7M), Mn Services Vermogensbeheer B.V. ($25.9M), CapWealth Advisors, LLC ($24.5M).

Rank	Institution	Value	Shares	Change
1	Oak Grove Capital LLC	$31.7M	278,361	Added
2	Mn Services Vermogensbeheer B.V.	$25.9M	226,806	Hold
3	CapWealth Advisors, LLC	$24.5M	215,220	Added
4	Farther Finance Advisors, LLC	$11.1M	96,972	Added
5	TOMPKINS FINANCIAL CORP	$9.3M	81,282	Added
6	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$6.8M	59,651	Added
7	BENEDICT FINANCIAL ADVISORS INC	$5.7M	49,769	Added
8	Iowa State Bank	$4.3M	38,090	Trimmed
9	Avidian Wealth Enterprises, LLC	$3.7M	32,553	Added
10	AMERICAN NATIONAL BANK & TRUST	$3.0M	25,922	Added
11	GAMMA Investing LLC	$2.9M	25,043	Trimmed
12	MFA WEALTH ADVISORS, LLC	$2.8M	24,873	Added
13	MassMutual Private Wealth & Trust, FSB	$2.6M	22,997	Trimmed
14	Bank & Trust Co	$2.6M	22,503	Trimmed
15	Hardin Capital Partners, LLC	$2.6M	22,434	Added
16	Wedmont Private Capital	$2.2M	18,409	Added
17	Ledgewood Wealth Advisors, LLC	$2.1M	18,404	Hold
18	Graves Light Lenhart Wealth, Inc.	$1.9M	17,002	Trimmed
19	Apella Capital, LLC	$1.9M	16,768	Added
20	Valeo Financial Advisors, LLC	$1.9M	16,699	Added
21	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.8M	15,894	Trimmed
22	O'Keefe Stevens Advisory, Inc.	$1.6M	13,678	Added
23	PARK NATIONAL CORP /OH/	$1.6M	13,673	Added
24	CX Institutional	$1.6M	13,592	Added
25	Successful Portfolios LLC	$1.5M	13,382	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30