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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,112
shares
|
$1.34 Million
0.34% of portfolio
|
Q4 2022
Added 1.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,078
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Nepsis Inc.
|
Jul 14, 2025 Q2 2025 |
11,061
shares
|
$1.34 Million
0.45% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
10,982
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,959
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,923
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
10,871
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
10,848
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
10,830
shares
|
$1.31 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
10,807
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 93.29%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
10,802
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
10,788
shares
|
$1.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
10,645
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
10,642
shares
|
$1.28 Million
1.12% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
10,620
shares
|
$1.28 Million
0.2% of portfolio
|
Q1 2025
Added 155.29%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
10,614
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,557
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.95%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
10,539
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
10,538
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,518
shares
|
$1.27 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,498
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,488
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 45.5%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
10,404
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
10,392
shares
|
$1.25 Million
1.19% of portfolio
|
Q2 2025
Added 0.53%
|