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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,604
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
13,587
shares
|
$1.63 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
13,566
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Added 31.34%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,534
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
13,508
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
13,475
shares
|
$1.61 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
13,462
shares
|
$1.61 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
13,461
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
13,458
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
13,412
shares
|
$1.61 Million
0.27% of portfolio
|
Q1 2025
Added 113.77%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
13,377
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
13,347
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Added 124.24%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,326
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
13,215
shares
|
$1.58 Million
0.66% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,177
shares
|
$1.58 Million
0.13% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,167
shares
|
$1.58 Million
0.59% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,163
shares
|
$1.58 Million
0.03% of portfolio
|
Q1 2025
Added 37.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,069
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
13,000
shares
|
$1.56 Million
1.27% of portfolio
|
Q1 2024
Reduced 98.35%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
12,994
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,965
shares
|
$1.55 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
12,873
shares
|
$1.54 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
12,865
shares
|
$1.54 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
12,862
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
12,850
shares
|
$1.54 Million
0.84% of portfolio
|
Q1 2025
New holding
|