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 $61.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
86,212
shares
|
$10.3 Million
0.31% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
83,796
shares
|
$10 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
81,521
shares
|
$9.76 Million
0.93% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
79,990
shares
|
$9.58 Million
1.62% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
79,401
shares
|
$9.51 Million
0.93% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
78,607
shares
|
$9.41 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
77,972
shares
|
$9.34 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
77,910
shares
|
$9.33 Million
1.15% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
77,810
shares
|
$9.32 Million
0.1% of portfolio
|
Q3 2023
Reduced 2.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
76,509
shares
|
$9.16 Million
0.12% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
75,113
shares
|
$8.99 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
74,778
shares
|
$8.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
74,707
shares
|
$8.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
74,467
shares
|
$8.92 Million
0.07% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
73,993
shares
|
$8.86 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
73,049
shares
|
$8.75 Million
1.37% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
72,923
shares
|
$8.73 Million
0.51% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
72,734
shares
|
$8.71 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
71,993
shares
|
$8.62 Million
2.97% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
71,565
shares
|
$8.57 Million
1.5% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
71,418
shares
|
$8.55 Million
0.15% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
71,234
shares
|
$8.53 Million
0.01% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
71,135
shares
|
$8.52 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
70,830
shares
|
$8.48 Million
0.04% of portfolio
|
Q3 2024
Added 33.12%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
70,637
shares
|
$8.46 Million
0.19% of portfolio
|
Q2 2025
Added 9.99%
|