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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,771
shares
|
$334,542
0.1% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,769
shares
|
$334,301
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,763
shares
|
$333,576
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
2,759
shares
|
$333,094
0.17% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,755
shares
|
$332,611
0.21% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
2,737
shares
|
$330,438
0.04% of portfolio
|
Q3 2024
Reduced 36.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
2,730
shares
|
$329,592
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,724
shares
|
$328,868
0.03% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
2,721
shares
|
$328,506
0.18% of portfolio
|
Q3 2023
Reduced 9.6%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
2,709
shares
|
$327,057
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,702
shares
|
$326,212
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,702
shares
|
$326,212
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,701
shares
|
$326,091
0.16% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$324,884
0.04% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
2,689
shares
|
$324,642
0.26% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
2,685
shares
|
$324,160
0.18% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,684
shares
|
$324,039
0.09% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,682
shares
|
$323,797
0.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,681
shares
|
$323,677
0.04% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
2,681
shares
|
$323,677
0.12% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
2,676
shares
|
$323,073
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
2,667
shares
|
$321,986
0.08% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,656
shares
|
$320,658
0.06% of portfolio
|
Q2 2025
Added 170.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,655
shares
|
$320,538
0.04% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
2,651
shares
|
$320,055
0.04% of portfolio
|
Q1 2025
New holding
|