Filing Research | DUK - DUKE ENERGY CORP NEW Institutional Holdings

Snapshot holdings

50 / 806 loaded

#		Instrument	quantity
1	Sarasin & Partners LLP	Shares	1.3MSH	$162.4M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.2MSH	$157.0M
3	Assenagon Asset Management S.A.	Shares	1.1MSH	$133.8M
4	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	580.5KSH	$73.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	665.7KSH	$71.2M
6	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	540.1KSH	$68.4M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	430.3KSH	$54.5M
8	Mayflower Financial Advisors, LLC	Shares	290.8KSH	$36.8M
9	Robeco Institutional Asset Management B.V.	Shares	254.4KSH	$32.2M
10	Thomasville National Bank	Shares	245.6KSH	$31.1M
11	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	244.4KSH	$30.9M
12	IFM Investors Pty Ltd	Shares	236.8KSH	$30.0M
13	DAVENPORT & Co LLC	Shares	229.3KSH	$29.0M
14	Arbejdsmarkedets Tillaegspension	Shares	227.3KSH	$28.8M
15	Czech National Bank	Shares	221.9KSH	$28.1M
16	D.A. DAVIDSON & CO.	Shares	217.9KSH	$27.6M
17	Envestnet Portfolio Solutions, Inc.	Shares	202.7KSH	$25.7M
18	GODSEY & GIBB, INC	Shares	202.3KSH	$25.6M
19	QRG CAPITAL MANAGEMENT, INC.	Shares	180.2KSH	$22.8M
20	Mirae Asset Global Investments Co., Ltd.	Shares	176.6KSH	$22.4M
21	FIRST CITIZENS BANK & TRUST CO	Shares	171.5KSH	$21.7M
22	Laurel Wealth Advisors LLC	Shares	163.6KSH	$20.7M
23	ARS Wealth Advisors Group, LLC	Shares	147.1KSH	$18.6M
24	Union Bancaire Privee, UBP SA	Shares	123.7KSH	$17.9M
25	CWA Asset Management Group, LLC	Shares	131.8KSH	$16.7M
26	PensionDanmark Pensionsforsikringsaktieselskab	Shares	129.5KSH	$16.4M
27	Randolph Co Inc	Shares	126.4KSH	$16.0M
28	Bogart Wealth, LLC	Shares	125.9KSH	$15.9M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	122.4KSH	$15.5M
30	Mediolanum International Funds Ltd	Shares	120.5KSH	$15.5M
31	Police & Firemen's Retirement System of New Jersey	Shares	116.8KSH	$14.8M
32	United Asset Strategies, Inc.	Shares	111.5KSH	$14.1M
33	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	106.0KSH	$13.4M
34	NorthCrest Asset Manangement, LLC	Shares	98.3KSH	$12.3M
35	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	95.6KSH	$12.1M
36	TECTONIC ADVISORS LLC	Shares	95.5KSH	$12.1M
37	FIRST HORIZON CORP	Shares	95.0KSH	$12.0M
38	HENNESSY ADVISORS INC	Shares	89.2KSH	$11.3M
39	Cyndeo Wealth Partners, LLC	Shares	86.7KSH	$11.0M
40	Capital Investment Advisory Services, LLC	Shares	86.4KSH	$10.9M
41	J.W. COLE ADVISORS, INC.	Shares	85.6KSH	$10.8M
42	Alley Investment Management Company, LLC	Shares	84.8KSH	$10.7M
43	Bell Bank	Shares	82.6KSH	$10.5M
44	INTACT INVESTMENT MANAGEMENT INC.	Shares	82.2KSH	$10.4M
45	ROMANO BROTHERS AND COMPANY	Shares	80.9KSH	$10.2M
46	TOMPKINS FINANCIAL CORP	Shares	80.9KSH	$10.2M
47	BENJAMIN EDWARDS INC	Shares	80.7KSH	$10.2M
48	ADVOCATE GROUP LLC	Shares	78.3KSH	$9.9M
49	Farther Finance Advisors, LLC	Shares	76.9KSH	$9.7M
50	Merit Financial Group, LLC	Shares	70.4KSH	$8.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 841 loaded

#		Instrument
1	Mayflower Financial Advisors, LLC added	Shares	+283.3K	+$35.8M	$36.8M
2	Sarasin & Partners LLP added	Shares	+170.7K	+$16.8M	$162.4M
3	Assenagon Asset Management S.A. added	Shares	+162.9K	+$16.7M	$133.8M
4	Robeco Institutional Asset Management B.V. added	Shares	+109.9K	+$13.3M	$32.2M
5	Union Bancaire Privee, UBP SA added	Shares	+56.6K	+$8.4M	$17.9M
6	Mediolanum International Funds Ltd added	Shares	+56.6K	+$7.1M	$15.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+80.9K	+$6.4M	$71.2M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+50.2K	+$4.2M	$68.4M
9	Y-Intercept (Hong Kong) Ltd new	Shares	+32.3K	+$4.1M	$4.1M
10	Arbejdsmarkedets Tillaegspension added	Shares	+28.4K	+$2.7M	$28.8M
11	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+18.6K	+$2.2M	$7.0M
12	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+30.7K	+$2.1M	$54.5M
13	Bogart Wealth, LLC added	Shares	+20.1K	+$2.1M	$15.9M
14	SECURED RETIREMENT ADVISORS, LLC new	Shares	+16.4K	+$2.1M	$2.1M
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+20.6K	+$1.9M	$22.4M
16	Farther Finance Advisors, LLC added	Shares	+15.4K	+$1.7M	$9.7M
17	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+9.0K	+$1.1M	$2.3M
18	RMR Wealth Builders added	Shares	+9.3K	+$1.1M	$4.3M
19	Crossmark Global Holdings, Inc. added	Shares	+9.6K	+$1.0M	$7.1M
20	Integras Partners LLC new	Shares	+7.5K	+$950.9K	$950.9K
21	Merit Financial Group, LLC added	Shares	+9.6K	+$945.1K	$8.9M
22	Avanza Fonder AB added	Shares	+7.5K	+$943.5K	$1.1M
23	QRG CAPITAL MANAGEMENT, INC. added	Shares	+13.1K	+$935.1K	$22.8M
24	Arbor Investment Advisors, LLC added	Shares	+6.7K	+$826.4K	$1.6M
25	Camelot Portfolios, LLC new	Shares	+6.5K	+$819.4K	$819.4K
26	Curated Wealth Partners LLC new	Shares	+53.9K	+$793.9K	$793.9K
27	Rathbones Group PLC new	Shares	+5.8K	+$732.4K	$732.4K
28	Fideuram Asset Management (Ireland) dac added	Shares	+2.6K	+$692.9K	$6.5M
29	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+9.4K	+$670.2K	$16.4M
30	Duncan Williams Asset Management, LLC new	Shares	+5.0K	+$627.0K	$627.0K
31	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+6.0K	+$587.5K	$5.9M
32	IFM Investors Pty Ltd added	Shares	+12.3K	+$578.3K	$30.0M
33	River Road Asset Management, LLC added	Shares	+5.9K	+$560.8K	$6.0M
34	NWAM LLC added	Shares	+4.5K	+$554.7K	$1.2M
35	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+5.7K	+$495.9K	$7.3M
36	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+4.4K	+$483.8K	$2.7M
37	Victrix Investment Advisors added	Shares	+4.2K	+$467.3K	$2.5M
38	Park Edge Advisors, LLC added	Shares	+3.7K	+$455.4K	$882.0K
39	Brady Martz Wealth Solutions, LLC new	Shares	+3.6K	+$452.9K	$452.9K
40	ABC ARBITRAGE SA new	Shares	+3.5K	+$446.4K	$446.4K
41	BARLOW WEALTH PARTNERS, LLC new	Shares	+3.4K	+$435.9K	$435.9K
42	Prospera Financial Services Inc added	Shares	+5.4K	+$428.1K	$8.0M
43	TECTONIC ADVISORS LLC added	Shares	+6.3K	+$408.7K	$12.1M
44	Ballentine Partners, LLC added	Shares	+3.5K	+$394.0K	$1.8M
45	Laurel Wealth Advisors LLC trimmed	Shares	-129	+$378.2K	$20.7M
46	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+2.9K	+$367.2K	$367.2K
47	MFA WEALTH ADVISORS, LLC added	Shares	+3.6K	+$366.6K	$3.1M
48	Ballast, Inc. added	Shares	+3.4K	+$362.1K	$2.5M
49	Czech National Bank added	Shares	+10.1K	+$356.3K	$28.1M
50	BURNEY CO/ added	Shares	+2.7K	+$333.2K	$661.9K

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