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 2,556 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,695
shares
|
$2.5 Million
0.02% of portfolio
|
Q1 2022
Reduced 41.99%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
20,651
shares
|
$2.49 Million
1.56% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
20,529
shares
|
$2.48 Million
0.88% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,431
shares
|
$2.47 Million
1.5% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
20,210
shares
|
$2.44 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
20,207
shares
|
$2.44 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
20,015
shares
|
$2.42 Million
2.28% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$2.41 Million
3.53% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
19,981
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
19,701
shares
|
$2.38 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
19,598
shares
|
$2.37 Million
0.83% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
19,588
shares
|
$2.36 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
19,558
shares
|
$2.36 Million
0.09% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
19,421
shares
|
$2.34 Million
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
19,390
shares
|
$2.34 Million
0.22% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
19,349
shares
|
$2.34 Million
0.65% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
19,344
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
19,325
shares
|
$2.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
19,284
shares
|
$2.33 Million
0.34% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
19,182
shares
|
$2.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
19,177
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,170
shares
|
$2.31 Million
0.14% of portfolio
|
Q3 2023
Reduced 27.12%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,164
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,101
shares
|
$2.31 Million
0.54% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
19,080
shares
|
$2.3 Million
0.33% of portfolio
|
Q1 2025
Added 3.6%
|