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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,189
shares
|
$2.78 Million
0.28% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
23,162
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
23,131
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
23,029
shares
|
$2.76 Million
0.11% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
23,003
shares
|
$2.76 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.73%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
22,988
shares
|
$2.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,975
shares
|
$2.75 Million
0.12% of portfolio
|
Q1 2025
Added 389.35%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
22,928
shares
|
$2.75 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
22,845
shares
|
$2.74 Million
0.4% of portfolio
|
Q4 2022
Reduced 38.52%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
22,794
shares
|
$2.73 Million
0.61% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
22,765
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 78.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
22,761
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
22,726
shares
|
$2.72 Million
2.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
22,666
shares
|
$2.72 Million
1.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
22,614
shares
|
$2.71 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
22,531
shares
|
$2.7 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
22,488
shares
|
$2.69 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
22,477
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
22,444
shares
|
$2.69 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
22,437
shares
|
$2.69 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
22,431
shares
|
$2.69 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
22,416
shares
|
$2.69 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
22,379
shares
|
$2.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,004
shares
|
$2.64 Million
0.09% of portfolio
|
Q2 2020
Added 16.46%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
21,955
shares
|
$2.63 Million
0.75% of portfolio
|
Q1 2025
Added 4.75%
|