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 |
|---|---|---|---|---|---|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
50,823
shares
|
$5.97 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
50,496
shares
|
$5.93 Million
0.66% of portfolio
|
Q1 2025
Reduced 50.95%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
50,472
shares
|
$5.93 Million
0.05% of portfolio
|
Q1 2025
Added 50.21%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
50,000
shares
|
$5.87 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
49,979
shares
|
$5.87 Million
1.63% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
49,941
shares
|
$5.87 Million
0.93% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
49,633
shares
|
$5.83 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,202
shares
|
$5.78 Million
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
May 08, 2025 Q1 2025 |
49,134
shares
|
$5.77 Million
4.08% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
48,709
shares
|
$5.72 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
48,658
shares
|
$5.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
48,518
shares
|
$5.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
48,276
shares
|
$5.67 Million
0.27% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
48,229
shares
|
$5.66 Million
1.37% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
47,611
shares
|
$5.59 Million
1.37% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
47,572
shares
|
$5.59 Million
0.9% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
47,304
shares
|
$5.56 Million
0.02% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
47,297
shares
|
$5.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 87.31%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
47,015
shares
|
$5.52 Million
1.49% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
46,938
shares
|
$5.51 Million
0.83% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
46,884
shares
|
$5.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.16%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
46,866
shares
|
$5.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
45,997
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 81.27%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
45,894
shares
|
$5.39 Million
0.2% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
45,626
shares
|
$5.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 34.38%
|