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 $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,981
shares
|
$232,688
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,981
shares
|
$232,688
0.03% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,979
shares
|
$232,453
0.01% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,975
shares
|
$231,983
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,958
shares
|
$229,986
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
1,956
shares
|
$229,751
0.15% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,955
shares
|
$229,634
0.11% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,953
shares
|
$229,399
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,952
shares
|
$229,281
0.02% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,942
shares
|
$228,107
0.02% of portfolio
|
Q4 2022
Reduced 2.71%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
1,942
shares
|
$228,107
0.16% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,939
shares
|
$227,754
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
1,935
shares
|
$227,285
0.02% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,935
shares
|
$227,285
0.01% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
1,933
shares
|
$227,050
0.05% of portfolio
|
Q1 2025
Reduced 88.5%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,928
shares
|
$226,462
0.03% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,927
shares
|
$226,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,927
shares
|
$226,345
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
1,924
shares
|
$225,993
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$225,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,916
shares
|
$225,053
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,910
shares
|
$224,348
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
1,910
shares
|
$224,348
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,905
shares
|
$223,761
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
1,898
shares
|
$222,939
0.17% of portfolio
|
Q2 2025
Reduced 0.52%
|