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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
8,709
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,681
shares
|
$1.05 Million
0.94% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,672
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
8,638
shares
|
$1.04 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
8,631
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,601
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
8,601
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,578
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
8,554
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,530
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
8,511
shares
|
$1.03 Million
0.2% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
8,479
shares
|
$1.02 Million
0.29% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
8,434
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
8,428
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 84.7%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,422
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,417
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,400
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
8,368
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
8,365
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
8,349
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
8,331
shares
|
$1.01 Million
0.55% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,330
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,329
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
8,311
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
8,310
shares
|
$1 Million
0.65% of portfolio
|
Q2 2022
Added 4.28%
|