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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
38,170
shares
|
$4.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
37,917
shares
|
$4.45 Million
0.02% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
37,679
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
37,662
shares
|
$4.42 Million
0.26% of portfolio
|
Q1 2025
Added 118.72%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
37,638
shares
|
$4.42 Million
0.19% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,622
shares
|
$4.42 Million
0.01% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
37,541
shares
|
$4.41 Million
3.71% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
37,325
shares
|
$4.38 Million
0.2% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
37,181
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
37,161
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2023
Reduced 75.37%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
37,159
shares
|
$4.36 Million
0.17% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
36,954
shares
|
$4.34 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
36,792
shares
|
$4.32 Million
0.25% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
36,689
shares
|
$4.31 Million
0.27% of portfolio
|
Q3 2023
Added 2.59%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
36,468
shares
|
$4.28 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
36,164
shares
|
$4.25 Million
0.25% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
36,107
shares
|
$4.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
36,080
shares
|
$4.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
36,065
shares
|
$4.24 Million
0.92% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
36,060
shares
|
$4.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
35,916
shares
|
$4.22 Million
1.8% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
35,853
shares
|
$4.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
35,828
shares
|
$4.21 Million
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,716
shares
|
$4.2 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,368
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2024
Added 8.64%
|