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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
12,336
shares
|
$1.49 Million
0.17% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,320
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
12,319
shares
|
$1.49 Million
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
12,252
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
12,251
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
12,241
shares
|
$1.48 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,239
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2022
Added 6.81%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
12,179
shares
|
$1.47 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
12,171
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2025
Added 346.31%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,161
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
12,158
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12,154
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,148
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
12,118
shares
|
$1.46 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
12,110
shares
|
$1.46 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,068
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.91%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
12,062
shares
|
$1.46 Million
0.62% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
12,055
shares
|
$1.46 Million
0.29% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
12,035
shares
|
$1.45 Million
0.32% of portfolio
|
Q1 2025
Added 37.09%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
12,000
shares
|
$1.45 Million
0.35% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
11,949
shares
|
$1.44 Million
0.49% of portfolio
|
Q1 2024
Added 1.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
11,926
shares
|
$1.44 Million
0.51% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
11,853
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
11,851
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2024
Reduced 26.24%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,828
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|