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 |
|---|---|---|---|---|---|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
2,558
shares
|
$306,320
0.16% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,557
shares
|
$306,200
0.05% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,556
shares
|
$306,081
0.06% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,556
shares
|
$306,081
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,554
shares
|
$305,841
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,554
shares
|
$305,841
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,551
shares
|
$305,482
0.06% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,546
shares
|
$304,883
0.11% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,546
shares
|
$304,883
0.28% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,545
shares
|
$304,763
0.04% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
2,544
shares
|
$304,644
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,533
shares
|
$303,326
0.16% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,533
shares
|
$303,326
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
2,533
shares
|
$303,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
2,532
shares
|
$303,207
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,519
shares
|
$301,650
0.05% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
2,517
shares
|
$301,410
0.09% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,510
shares
|
$300,572
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,505
shares
|
$299,973
0.03% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
2,505
shares
|
$299,973
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,500
shares
|
$299,375
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
2,489
shares
|
$298,057
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,487
shares
|
$297,818
0.05% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
2,485
shares
|
$297,578
0.02% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
2,476
shares
|
$296,501
0.12% of portfolio
|
Q4 2024
Reduced 0.4%
|