# DUKE ENERGY CORP NEW (DUK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DUK/

- Reporting holders: 121
- Reported value: $172.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $31.7M | 278,361 | 1.4% | 10 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $24.5M | 215,220 | 1.9% | 26 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.1M | 96,972 | 0.1% | 16 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $9.3M | 81,282 | 0.7% | 31 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $6.8M | 59,651 | 0.5% | 32 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $5.7M | 49,769 | 1.1% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $4.3M | 38,090 | 0.7% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.7M | 32,553 | 0.1% | 16 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $3.0M | 25,922 | 0.3% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.9M | 25,043 | 0.1% | 12 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $2.8M | 24,873 | 0.5% | 19 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.6M | 22,997 | 0.1% | 32 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $2.6M | 22,503 | 1.6% | 10 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $2.6M | 22,434 | 1.2% | 10 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.2M | 18,409 | 0.1% | 20 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $2.1M | 18,404 | 1.2% | 12 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.9M | 17,002 | 0.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.9M | 16,768 | 0.0% | 15 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.9M | 16,699 | 0.0% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.8M | 15,894 | 0.2% | 20 |
| [O'Keefe Stevens Advisory, Inc.](https://holderbook.com/funds/1780565-o-keefe-stevens-advisory-inc/) | $1.6M | 13,678 | 0.3% | 11 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $1.6M | 13,673 | 0.0% | 32 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.5M | 13,382 | 0.7% | 32 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $1.4M | 12,674 | 0.3% | 28 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.4M | 11,861 | 0.1% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 121 | $172.5M |
| Q2 2026 | 2,496 | $79.0B |
| Q1 2026 | 2,479 | $72.6B |
| Q4 2025 | 2,401 | $64.3B |
| Q3 2025 | 2,339 | $67.7B |
| Q2 2025 | 2,280 | $65.2B |
| Q1 2025 | 2,269 | $65.9B |
| Q4 2024 | 2,192 | $57.0B |
| Q3 2024 | 2,066 | $60.7B |
| Q2 2024 | 1,970 | $52.2B |
| Q1 2024 | 1,911 | $51.7B |
| Q4 2023 | 1,906 | $50.8B |