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 |
|---|---|---|---|---|---|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
14,597
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
14,457
shares
|
$1.73 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,339
shares
|
$1.72 Million
0.32% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
14,298
shares
|
$1.71 Million
0.12% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
14,285
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
14,227
shares
|
$1.7 Million
0.54% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
14,196
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
14,087
shares
|
$1.69 Million
0.33% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,080
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
14,054
shares
|
$1.68 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,033
shares
|
$1.68 Million
0.08% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,012
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
14,009
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
13,997
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2022
Reduced 0.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
13,971
shares
|
$1.67 Million
0.06% of portfolio
|
Q1 2025
Added 92.09%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
13,954
shares
|
$1.67 Million
0.26% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
13,953
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
13,919
shares
|
$1.67 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
13,846
shares
|
$1.66 Million
0.52% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,824
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
13,810
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
13,800
shares
|
$1.65 Million
0.68% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,784
shares
|
$1.65 Million
0.19% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,736
shares
|
$1.65 Million
0.19% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,720
shares
|
$1.64 Million
0.1% of portfolio
|
Q1 2025
Added 6.75%
|