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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,762
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,757
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
11,754
shares
|
$1.42 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
11,718
shares
|
$1.41 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
11,699
shares
|
$1.41 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,684
shares
|
$1.41 Million
0.56% of portfolio
|
Q2 2023
Added 0.39%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
11,650
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
11,633
shares
|
$1.4 Million
0.61% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
11,587
shares
|
$1.4 Million
0.23% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
11,552
shares
|
$1.39 Million
0.52% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,517
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
11,504
shares
|
$1.39 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
11,472
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
11,462
shares
|
$1.38 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
11,431
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,428
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 68.68%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
11,378
shares
|
$1.37 Million
0.61% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,360
shares
|
$1.37 Million
0.21% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
11,307
shares
|
$1.37 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,252
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
11,232
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
11,224
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
11,180
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2025
Added 430.86%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
11,176
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
11,165
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.57%
|