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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
10,365
shares
|
$1.25 Million
0.99% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,332
shares
|
$1.25 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
10,302
shares
|
$1.24 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
10,287
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,282
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
10,263
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
10,230
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,221
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 69.56%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
10,180
shares
|
$1.23 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,159
shares
|
$1.23 Million
1.98% of portfolio
|
Q4 2022
Added 5.78%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,128
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
10,127
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
10,059
shares
|
$1.21 Million
0.52% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
10,049
shares
|
$1.21 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
10,028
shares
|
$1.21 Million
0.72% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
10,006
shares
|
$1.21 Million
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
9,999
shares
|
$1.21 Million
0.98% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
9,992
shares
|
$1.21 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
9,980
shares
|
$1.2 Million
0.33% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
9,975
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
9,940
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,865
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|