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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
16,076
shares
|
$1.93 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
15,973
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
Added 178.52%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,972
shares
|
$1.91 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
15,953
shares
|
$1.91 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
15,913
shares
|
$1.91 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
15,858
shares
|
$1.9 Million
0.58% of portfolio
|
Q1 2025
Added 411.55%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
15,840
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
15,833
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2024
Added 7.28%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
15,833
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 75.12%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,813
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,810
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
15,782
shares
|
$1.89 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
15,739
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2022
Added 79.73%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
15,730
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
15,646
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,634
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.46%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
15,600
shares
|
$1.87 Million
0.39% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
15,588
shares
|
$1.87 Million
1.27% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,573
shares
|
$1.87 Million
0.21% of portfolio
|
Q3 2022
Reduced 9.81%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,572
shares
|
$1.87 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
15,548
shares
|
$1.86 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
15,531
shares
|
$1.86 Million
0.61% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,530
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
15,521
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
15,506
shares
|
$1.86 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.89%
|