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 |
|---|---|---|---|---|---|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
1,690
shares
|
$198,507
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,685
shares
|
$197,920
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
1,685
shares
|
$197,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,676
shares
|
$196,862
0.01% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,672
shares
|
$196,393
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,669
shares
|
$196,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
1,666
shares
|
$195,688
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,666
shares
|
$195,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
1,666
shares
|
$195,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,664
shares
|
$195,453
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
1,664
shares
|
$195,453
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,662
shares
|
$195,218
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,661
shares
|
$195,101
0.1% of portfolio
|
Q2 2024
Reduced 60.23%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,661
shares
|
$195,101
0.06% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,657
shares
|
$194,631
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
1,656
shares
|
$194,513
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
1,655
shares
|
$194,396
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,652
shares
|
$194,043
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,651
shares
|
$193,926
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
1,650
shares
|
$193,809
0.14% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,625
shares
|
$190,872
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,620
shares
|
$190,285
0.01% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$185,586
0.0% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,535
shares
|
$180,301
0.03% of portfolio
|
Q1 2025
Added 22.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,535
shares
|
$180,301
0.12% of portfolio
|
Q1 2025
Reduced 6.17%
|