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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
30,971
shares
|
$3.64 Million
0.83% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
30,923
shares
|
$3.63 Million
0.82% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
30,879
shares
|
$3.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
30,874
shares
|
$3.63 Million
1.42% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
30,851
shares
|
$3.62 Million
1.18% of portfolio
|
Q2 2022
Reduced 4.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
30,790
shares
|
$3.62 Million
2.96% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
30,715
shares
|
$3.61 Million
0.05% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
30,681
shares
|
$3.6 Million
0.18% of portfolio
|
Q2 2025
Added 464.2%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
30,661
shares
|
$3.6 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
30,600
shares
|
$3.59 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
30,566
shares
|
$3.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
30,534
shares
|
$3.59 Million
0.09% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,400
shares
|
$3.57 Million
0.03% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
30,362
shares
|
$3.57 Million
1.18% of portfolio
|
Q1 2025
Added 55.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,233
shares
|
$3.55 Million
0.07% of portfolio
|
Q2 2025
Added 60.83%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
30,133
shares
|
$3.54 Million
0.64% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
30,048
shares
|
$3.53 Million
0.44% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
30,017
shares
|
$3.53 Million
0.04% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
29,951
shares
|
$3.52 Million
0.27% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
29,774
shares
|
$3.5 Million
0.12% of portfolio
|
Q1 2023
Added 45.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
29,658
shares
|
$3.48 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
29,435
shares
|
$3.46 Million
0.48% of portfolio
|
Q1 2025
Added 50.03%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
29,288
shares
|
$3.44 Million
0.75% of portfolio
|
Q1 2025
Added 27.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
28,997
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
28,943
shares
|
$3.4 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.1%
|