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 |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
41,700
shares
|
$4.9 Million
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
41,566
shares
|
$4.88 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
41,391
shares
|
$4.86 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
41,150
shares
|
$4.83 Million
1.18% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
41,025
shares
|
$4.82 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
41,010
shares
|
$4.82 Million
0.58% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
40,840
shares
|
$4.8 Million
0.44% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
40,639
shares
|
$4.77 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
40,621
shares
|
$4.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
40,458
shares
|
$4.75 Million
0.89% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
40,417
shares
|
$4.75 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
40,286
shares
|
$4.73 Million
0.21% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
40,236
shares
|
$4.73 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
40,132
shares
|
$4.71 Million
0.1% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
39,931
shares
|
$4.69 Million
0.66% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
39,788
shares
|
$4.67 Million
0.11% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
39,735
shares
|
$4.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
39,588
shares
|
$4.65 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
39,165
shares
|
$4.6 Million
2.9% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
38,811
shares
|
$4.56 Million
1.02% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Cincinnati Financial Corp
|
May 08, 2025 Q1 2025 |
38,784
shares
|
$4.56 Million
0.11% of portfolio
|
Q1 2024
Reduced 87.49%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
38,497
shares
|
$4.52 Million
0.5% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
38,467
shares
|
$4.52 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
38,219
shares
|
$4.49 Million
0.08% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
38,206
shares
|
$4.49 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.49%
|