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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,656
shares
|
$318,056
0.06% of portfolio
|
Q2 2025
Added 170.74%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,655
shares
|
$317,936
0.04% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
2,651
shares
|
$317,457
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
2,649
shares
|
$317,217
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,649
shares
|
$317,217
0.04% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,648
shares
|
$317,098
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
F
|
May 14, 2025 Q1 2025 |
2,643
shares
|
$316,499
0.02% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,628
shares
|
$314,703
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
2,627
shares
|
$314,583
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
2,623
shares
|
$314,104
0.24% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,620
shares
|
$313,745
0.12% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
2,618
shares
|
$313,505
0.23% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,615
shares
|
$313,146
0.08% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,615
shares
|
$313,146
0.16% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
2,612
shares
|
$312,787
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
2,611
shares
|
$312,667
0.14% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
2,605
shares
|
$311,948
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,592
shares
|
$310,392
0.06% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,589
shares
|
$310,032
0.05% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,589
shares
|
$310,032
0.01% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
2,587
shares
|
$309,793
0.04% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,578
shares
|
$308,715
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,576
shares
|
$308,476
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,574
shares
|
$308,236
0.0% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,562
shares
|
$306,799
0.03% of portfolio
|
Q4 2024
Reduced 13.27%
|