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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,500
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
15,416
shares
|
$1.85 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
15,349
shares
|
$1.84 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
15,301
shares
|
$1.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
15,287
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
15,179
shares
|
$1.82 Million
0.28% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
15,178
shares
|
$1.82 Million
0.05% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,168
shares
|
$1.82 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,128
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
15,107
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
15,071
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.42%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
15,054
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2022
Added 20.76%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
15,014
shares
|
$1.8 Million
0.6% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
14,969
shares
|
$1.79 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,929
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,842
shares
|
$1.78 Million
0.06% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
14,839
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,823
shares
|
$1.78 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
14,743
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
14,733
shares
|
$1.77 Million
0.24% of portfolio
|
Q3 2017
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,718
shares
|
$1.76 Million
0.17% of portfolio
|
Q1 2025
Added 22.06%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
14,707
shares
|
$1.76 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
14,660
shares
|
$1.76 Million
0.11% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,629
shares
|
$1.75 Million
0.08% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
14,610
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Added 27.82%
|