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 |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
28,861
shares
|
$3.39 Million
0.97% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
28,647
shares
|
$3.36 Million
0.25% of portfolio
|
Q2 2025
Added 69.58%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,454
shares
|
$3.34 Million
1.07% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
28,359
shares
|
$3.33 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
28,322
shares
|
$3.33 Million
0.36% of portfolio
|
Q1 2025
Added 15.67%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
28,157
shares
|
$3.31 Million
1.71% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
28,078
shares
|
$3.3 Million
0.15% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
28,064
shares
|
$3.3 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
28,062
shares
|
$3.3 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
27,755
shares
|
$3.26 Million
1.71% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,691
shares
|
$3.25 Million
0.14% of portfolio
|
Q1 2025
Added 33.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
27,615
shares
|
$3.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
27,578
shares
|
$3.24 Million
0.39% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
27,545
shares
|
$3.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
27,500
shares
|
$3.23 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
27,495
shares
|
$3.23 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
27,353
shares
|
$3.21 Million
1.26% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
27,266
shares
|
$3.2 Million
0.14% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
27,238
shares
|
$3.2 Million
0.2% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
27,184
shares
|
$3.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
26,868
shares
|
$3.16 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
26,762
shares
|
$3.14 Million
0.21% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26,703
shares
|
$3.14 Million
0.09% of portfolio
|
Q2 2025
Added 75.1%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
26,649
shares
|
$3.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
26,600
shares
|
$3.12 Million
0.2% of portfolio
|
Q1 2025
Added 1.67%
|