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 2,557 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 $61.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,565
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
26,550
shares
|
$3.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
26,373
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
26,352
shares
|
$3.16 Million
0.05% of portfolio
|
Q1 2025
Added 73.17%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
26,310
shares
|
$3.15 Million
0.09% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
26,127
shares
|
$3.13 Million
0.71% of portfolio
|
Q1 2023
Reduced 8.86%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
26,120
shares
|
$3.13 Million
1.87% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
26,044
shares
|
$3.12 Million
0.1% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
26,026
shares
|
$3.12 Million
0.27% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
25,939
shares
|
$3.11 Million
0.05% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
25,850
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25,849
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2025
Added 154.24%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
25,813
shares
|
$3.09 Million
0.91% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
25,807
shares
|
$3.09 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
25,588
shares
|
$3.07 Million
0.38% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,527
shares
|
$3.06 Million
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
25,478
shares
|
$3.05 Million
0.52% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
25,373
shares
|
$3.04 Million
0.41% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
25,234
shares
|
$3.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
25,033
shares
|
$3 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
24,994
shares
|
$3 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
24,964
shares
|
$2.99 Million
0.43% of portfolio
|
Q1 2025
Added 181.06%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
24,953
shares
|
$2.99 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
24,912
shares
|
$2.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
24,862
shares
|
$2.98 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.96%
|