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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
21,923
shares
|
$2.63 Million
0.16% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
21,866
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2023
Added 1.85%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,862
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
21,854
shares
|
$2.62 Million
0.2% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
21,768
shares
|
$2.61 Million
0.06% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
21,734
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 1823.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,701
shares
|
$2.6 Million
0.08% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
21,485
shares
|
$2.57 Million
0.22% of portfolio
|
Q2 2023
Added 35.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
21,456
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
21,422
shares
|
$2.57 Million
1.62% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
21,176
shares
|
$2.54 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
21,100
shares
|
$2.53 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
21,066
shares
|
$2.52 Million
2.31% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
21,046
shares
|
$2.52 Million
0.21% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,983
shares
|
$2.51 Million
0.69% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
20,926
shares
|
$2.51 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,904
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2022
Added 59.7%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
20,904
shares
|
$2.5 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
20,884
shares
|
$2.5 Million
0.87% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
20,866
shares
|
$2.5 Million
0.75% of portfolio
|
Q1 2025
Reduced 66.54%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
20,826
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 86.61%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
20,815
shares
|
$2.49 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
20,800
shares
|
$2.49 Million
0.44% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,746
shares
|
$2.49 Million
0.28% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
20,696
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.56%
|