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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
22
shares
|
$2,584
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
21
shares
|
$2,466
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
19
shares
|
$2,231
0.0% of portfolio
|
Q1 2025
Reduced 87.25%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
16
shares
|
$1,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
15
shares
|
$1,761
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
15
shares
|
$1,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
15
shares
|
$1,761
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
13
shares
|
$1,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
13
shares
|
$1,526
0.0% of portfolio
|
Q4 2023
Reduced 51.85%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
13
shares
|
$1,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
12
shares
|
$1,409
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
12
shares
|
$1,409
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
10
shares
|
$1,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
10
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
Reduced 99.8%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,057
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
9
shares
|
$1,057
0.0% of portfolio
|
Q1 2024
Added 12.5%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
7
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
7
shares
|
$822
0.0% of portfolio
|
Q1 2025
Reduced 98.81%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$587
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
4
shares
|
$469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1
shares
|
$117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
1
shares
|
$117
0.0% of portfolio
|
Q1 2025
Reduced 99.74%
|