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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,836
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
24,826
shares
|
$2.97 Million
1.13% of portfolio
|
Q1 2025
Added 264.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
24,745
shares
|
$2.97 Million
0.25% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
24,685
shares
|
$2.96 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
24,681
shares
|
$2.96 Million
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
24,579
shares
|
$2.95 Million
2.15% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
24,510
shares
|
$2.94 Million
1.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
24,463
shares
|
$2.93 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
24,415
shares
|
$2.93 Million
1.63% of portfolio
|
Q2 2025
Added 355.93%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
24,383
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
24,274
shares
|
$2.91 Million
1.76% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
23,984
shares
|
$2.87 Million
0.16% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,958
shares
|
$2.87 Million
0.18% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
23,891
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
23,748
shares
|
$2.85 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
23,585
shares
|
$2.83 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
23,583
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,566
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.29%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
23,538
shares
|
$2.82 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
23,535
shares
|
$2.82 Million
1.78% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
23,468
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,461
shares
|
$2.81 Million
1.21% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
23,442
shares
|
$2.81 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
23,439
shares
|
$2.81 Million
1.33% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,345
shares
|
$2.8 Million
0.32% of portfolio
|
Q3 2022
Added 3.35%
|