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 |
|---|---|---|---|---|---|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
1,856
shares
|
$218,005
0.0% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
1,855
shares
|
$217,888
0.04% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
1,854
shares
|
$217,770
0.03% of portfolio
|
Q2 2025
Reduced 33.17%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,853
shares
|
$217,653
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,852
shares
|
$217,535
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,850
shares
|
$217,301
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,850
shares
|
$217,301
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,849
shares
|
$217,183
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
1,848
shares
|
$217,066
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,846
shares
|
$216,831
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,842
shares
|
$216,361
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,838
shares
|
$215,891
0.07% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,837
shares
|
$215,774
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,836
shares
|
$215,656
0.1% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
1,833
shares
|
$215,304
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
1,829
shares
|
$214,834
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
1,828
shares
|
$214,716
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,824
shares
|
$214,247
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,822
shares
|
$214,012
0.19% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,818
shares
|
$213,542
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,815
shares
|
$213,189
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,811
shares
|
$212,720
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,809
shares
|
$212,485
0.06% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
1,809
shares
|
$212,485
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
1,808
shares
|
$212,367
0.11% of portfolio
|
Q1 2025
New holding
|