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 |
|---|---|---|---|---|---|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
62,134
shares
|
$7.44 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,083
shares
|
$7.43 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
61,950
shares
|
$7.42 Million
0.77% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
61,257
shares
|
$7.34 Million
0.31% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
61,070
shares
|
$7.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
60,627
shares
|
$7.26 Million
1.06% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
60,366
shares
|
$7.23 Million
1.66% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
May 15, 2025 Q1 2025 |
59,995
shares
|
$7.18 Million
0.14% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
59,769
shares
|
$7.16 Million
0.25% of portfolio
|
Q1 2025
Added 1741.88%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
59,643
shares
|
$7.14 Million
0.07% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
59,606
shares
|
$7.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
59,120
shares
|
$7.08 Million
0.23% of portfolio
|
Q1 2025
Added 93.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
58,081
shares
|
$6.96 Million
1.12% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
57,671
shares
|
$6.91 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
57,522
shares
|
$6.89 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
57,375
shares
|
$6.87 Million
2.09% of portfolio
|
Q1 2025
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
57,079
shares
|
$6.84 Million
0.13% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
56,875
shares
|
$6.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
55,725
shares
|
$6.67 Million
0.29% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
55,515
shares
|
$6.65 Million
1.7% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
55,240
shares
|
$6.61 Million
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
54,866
shares
|
$6.57 Million
0.01% of portfolio
|
Q1 2025
Added 253.43%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
54,777
shares
|
$6.56 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
54,742
shares
|
$6.56 Million
1.01% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
54,587
shares
|
$6.54 Million
0.14% of portfolio
|
Q1 2025
Added 2.36%
|