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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
17,249
shares
|
$2.07 Million
0.16% of portfolio
|
Q4 2024
Added 39.72%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,231
shares
|
$2.06 Million
0.08% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
17,023
shares
|
$2.04 Million
0.61% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
17,021
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,019
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2022
Added 254.64%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
16,998
shares
|
$2.04 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
16,961
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
16,904
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,730
shares
|
$2 Million
0.14% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16,667
shares
|
$2 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,663
shares
|
$2 Million
0.13% of portfolio
|
Q2 2022
Added 19.33%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
16,596
shares
|
$1.99 Million
0.08% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
16,570
shares
|
$1.99 Million
0.42% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
16,521
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,451
shares
|
$1.97 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
16,377
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
16,356
shares
|
$1.96 Million
0.84% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
16,307
shares
|
$1.95 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
16,255
shares
|
$1.95 Million
0.31% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
16,132
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
16,120
shares
|
$1.93 Million
0.54% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,113
shares
|
$1.93 Million
0.34% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,103
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,081
shares
|
$1.93 Million
0.37% of portfolio
|
Q1 2024
Added 33.34%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
16,076
shares
|
$1.93 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.09%
|