Who Owns DUKE ENERGY CORP NEW (DUK)? -- Institutional Holders (2026-06-30)

106 institutions reported holding $488.1M of DUKE ENERGY CORP NEW (DUK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sarasin & Partners LLP ($162.4M), Assenagon Asset Management S.A. ($133.8M), OLD REPUBLIC INTERNATIONAL CORP ($48.5M), Czech National Bank ($28.1M), PensionDanmark Pensionsforsikringsaktieselskab ($16.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Sarasin & Partners LLP$162.4M1.3MAdded
2Assenagon Asset Management S.A.$133.8M1.1MAdded
3OLD REPUBLIC INTERNATIONAL CORP$48.5M383,196Hold
4Czech National Bank$28.1M221,903Added
5PensionDanmark Pensionsforsikringsaktieselskab$16.4M129,537New
6BEACON INVESTMENT ADVISORY SERVICES, INC.$7.6M60,170Trimmed
7Dynamic Advisor Solutions LLC$7.2M56,612Added
8Hennion & Walsh Asset Management, Inc.$5.4M42,686Added
9Trilogy Capital Inc.$4.6M36,364Added
10CGN Advisors LLC$4.1M32,705Added
11Cohen Capital Management, Inc.$3.8M30,133Hold
12GAMMA Investing LLC$3.2M25,658Added
13MassMutual Private Wealth & Trust, FSB$3.0M23,627Added
14Hardin Capital Partners, LLC$2.8M21,849Trimmed
15Victrix Investment Advisors$2.5M19,746Added
16Bison Wealth, LLC$2.4M18,883Added
17Ledgewood Wealth Advisors, LLC$2.3M18,404Hold
18Graves Light Lenhart Wealth, Inc.$2.2M17,181Added
19CANANDAIGUA NATIONAL BANK & TRUST CO$2.1M16,828Trimmed
20Valeo Financial Advisors, LLC$2.1M16,334Trimmed
21Apella Capital, LLC$2.0M15,585Added
22Trust Co of the South$1.9M15,003Trimmed
23Norway Savings Bank$1.6M12,266Trimmed
24BURKETT FINANCIAL SERVICES, LLC$1.5M11,683Trimmed
25Chesley Taft & Associates LLC$1.5M11,633Added

Source: SEC Form 13F filings · as of 2026-06-30