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 |
|---|---|---|---|---|---|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
45,600
shares
|
$5.36 Million
0.04% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
45,333
shares
|
$5.32 Million
0.13% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
45,276
shares
|
$5.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
45,045
shares
|
$5.29 Million
0.05% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
44,809
shares
|
$5.26 Million
1.06% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
44,527
shares
|
$5.23 Million
1.35% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
44,517
shares
|
$5.23 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
44,218
shares
|
$5.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Ausbil Investment Management LTD
Sydney, C3 |
Jul 16, 2025 Q2 2025 |
44,190
shares
|
$5.19 Million
3.06% of portfolio
|
Q2 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
44,180
shares
|
$5.19 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
43,878
shares
|
$5.15 Million
0.11% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
43,832
shares
|
$5.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,818
shares
|
$5.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
42,946
shares
|
$5.04 Million
0.1% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
42,929
shares
|
$5.04 Million
2.64% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
42,867
shares
|
$5.04 Million
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
42,808
shares
|
$5.03 Million
0.51% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
42,806
shares
|
$5.03 Million
0.82% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
42,693
shares
|
$5.01 Million
0.08% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
42,619
shares
|
$5.01 Million
1.06% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
42,533
shares
|
$5 Million
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
42,501
shares
|
$4.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
42,343
shares
|
$4.97 Million
1.47% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
42,226
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2023
Reduced 65.7%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
42,172
shares
|
$4.95 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.64%
|