Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,555 institutions that hold shares in the stock, with a total of 517 Million shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coann Capital LLC
Westport, CT |
Feb 03, 2023 Q4 2022 |
117,554
shares
|
$13.8 Million
5.76% of portfolio
|
Q4 2022
Added 64.42%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
117,100
shares
|
$13.8 Million
0.53% of portfolio
|
Q4 2024
Added 136.42%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
116,110
shares
|
$13.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
115,976
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
115,911
shares
|
$13.6 Million
1.18% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
115,438
shares
|
$13.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
112,340
shares
|
$13.2 Million
0.12% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
112,321
shares
|
$13.2 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
112,051
shares
|
$13.2 Million
0.14% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
111,887
shares
|
$13.1 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
107,593
shares
|
$12.6 Million
0.08% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
106,641
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
104,227
shares
|
$12.2 Million
0.29% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
104,136
shares
|
$12.2 Million
0.19% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
103,714
shares
|
$12.2 Million
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
102,965
shares
|
$12.1 Million
0.07% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
102,921
shares
|
$12.1 Million
3.69% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
102,880
shares
|
$12.1 Million
0.47% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
102,315
shares
|
$12 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
101,134
shares
|
$11.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
101,116
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
98,975
shares
|
$11.6 Million
0.57% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
98,412
shares
|
$11.6 Million
1.26% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
98,163
shares
|
$11.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
97,091
shares
|
$11.4 Million
0.79% of portfolio
|
Q1 2025
Added 10.64%
|