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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
212
shares
|
$24,901
0.01% of portfolio
|
Q1 2025
Added 98.13%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
212
shares
|
$24,901
0.0% of portfolio
|
Q1 2025
Reduced 94.98%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
209
shares
|
$24,549
0.01% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
207
shares
|
$24,314
0.02% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
207
shares
|
$24,314
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
206
shares
|
$24,196
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
206
shares
|
$24,196
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
200
shares
|
$23,492
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
200
shares
|
$23,492
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
194
shares
|
$22,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
192
shares
|
$22,552
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
191
shares
|
$22,434
0.01% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
190
shares
|
$22,317
0.0% of portfolio
|
Q3 2023
Reduced 98.31%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
188
shares
|
$22,082
0.01% of portfolio
|
Q3 2023
Added 1.08%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
188
shares
|
$22,082
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
187
shares
|
$21,965
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
187
shares
|
$21,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
185
shares
|
$21,730
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
183
shares
|
$21,495
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
180
shares
|
$21,142
0.01% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
180
shares
|
$21,142
0.01% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
175
shares
|
$20,555
0.02% of portfolio
|
Q4 2020
Reduced 30.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
175
shares
|
$20,555
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
175
shares
|
$20,555
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
169
shares
|
$19,850
0.01% of portfolio
|
Q2 2025
Added 1.81%
|