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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
19,055
shares
|
$2.28 Million
0.24% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
18,993
shares
|
$2.28 Million
0.28% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
18,989
shares
|
$2.28 Million
0.46% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
18,955
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
18,949
shares
|
$2.27 Million
0.49% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
18,944
shares
|
$2.27 Million
0.61% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
18,922
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Added 73.48%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
18,900
shares
|
$2.26 Million
0.02% of portfolio
|
Q1 2024
Added 3.28%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
18,750
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
18,718
shares
|
$2.24 Million
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
18,672
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
18,555
shares
|
$2.22 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18,548
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
18,495
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
18,494
shares
|
$2.22 Million
0.35% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
18,450
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
18,404
shares
|
$2.21 Million
1.37% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
18,384
shares
|
$2.2 Million
0.26% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
18,235
shares
|
$2.19 Million
0.09% of portfolio
|
Q1 2025
Added 31.12%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
18,224
shares
|
$2.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
18,207
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,189
shares
|
$2.18 Million
0.14% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
18,183
shares
|
$2.18 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
18,166
shares
|
$2.18 Million
0.49% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,109
shares
|
$2.17 Million
0.16% of portfolio
|
Q2 2023
Reduced 4.22%
|