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 |
|---|---|---|---|---|---|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
32,945
shares
|
$3.87 Million
1.13% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
32,666
shares
|
$3.84 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
32,664
shares
|
$3.84 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
32,541
shares
|
$3.82 Million
0.11% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
32,500
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 63.21%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
32,499
shares
|
$3.82 Million
0.17% of portfolio
|
Q1 2025
Reduced 45.01%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
32,496
shares
|
$3.82 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
32,352
shares
|
$3.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
32,222
shares
|
$3.78 Million
1.44% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
32,162
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
31,999
shares
|
$3.76 Million
0.54% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
31,799
shares
|
$3.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
31,737
shares
|
$3.73 Million
0.77% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
31,733
shares
|
$3.73 Million
0.4% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
31,731
shares
|
$3.73 Million
0.22% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
31,713
shares
|
$3.73 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
31,683
shares
|
$3.72 Million
0.12% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,562
shares
|
$3.71 Million
0.15% of portfolio
|
Q1 2025
Added 146.94%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
31,489
shares
|
$3.7 Million
0.29% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,488
shares
|
$3.7 Million
0.13% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
31,419
shares
|
$3.69 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
31,351
shares
|
$3.68 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31,316
shares
|
$3.68 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
31,263
shares
|
$3.67 Million
0.18% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,090
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2023
Added 31.19%
|