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 2,555 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 $61.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,865
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,852
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
9,843
shares
|
$1.18 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
9,837
shares
|
$1.18 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
9,834
shares
|
$1.18 Million
0.46% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
9,821
shares
|
$1.18 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
9,719
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,695
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Added 45.53%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
9,672
shares
|
$1.16 Million
0.51% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
9,670
shares
|
$1.16 Million
0.35% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
9,669
shares
|
$1.16 Million
0.48% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
9,631
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
9,621
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
9,578
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,573
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
9,560
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
9,548
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
9,545
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,544
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2022
Added 18.43%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,510
shares
|
$1.14 Million
1.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,505
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
9,502
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
9,440
shares
|
$1.13 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
9,439
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
9,405
shares
|
$1.13 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.65%
|