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 2,556 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
12,850
shares
|
$1.55 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,834
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2024
Added 24.04%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
12,805
shares
|
$1.55 Million
0.31% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
12,761
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
12,756
shares
|
$1.54 Million
0.67% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
12,714
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
12,701
shares
|
$1.53 Million
1.26% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
12,674
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
12,663
shares
|
$1.53 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
12,592
shares
|
$1.52 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
12,582
shares
|
$1.52 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
12,566
shares
|
$1.52 Million
0.77% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
12,552
shares
|
$1.52 Million
0.32% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,527
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
12,504
shares
|
$1.51 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
12,499
shares
|
$1.51 Million
0.29% of portfolio
|
Q4 2020
Reduced 63.89%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,488
shares
|
$1.51 Million
0.23% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,455
shares
|
$1.5 Million
0.14% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
12,450
shares
|
$1.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
12,443
shares
|
$1.5 Million
0.24% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
12,422
shares
|
$1.5 Million
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
12,418
shares
|
$1.5 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
12,375
shares
|
$1.49 Million
0.63% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
12,370
shares
|
$1.49 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
12,357
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
Added 10.42%
|