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 2,574 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
37,541
shares
|
$4.67 Million
3.71% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
37,181
shares
|
$4.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
37,179
shares
|
$4.63 Million
2.26% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
37,167
shares
|
$4.63 Million
0.23% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
37,161
shares
|
$4.63 Million
0.02% of portfolio
|
Q2 2023
Reduced 75.37%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
37,154
shares
|
$4.62 Million
0.02% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
37,021
shares
|
$4.61 Million
0.19% of portfolio
|
Q2 2025
Added 114.63%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
36,843
shares
|
$4.59 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
36,695
shares
|
$4.57 Million
0.11% of portfolio
|
Q2 2025
Added 59.34%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
36,689
shares
|
$4.57 Million
0.27% of portfolio
|
Q3 2023
Added 2.59%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
36,667
shares
|
$4.56 Million
1.52% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
36,246
shares
|
$4.51 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
36,199
shares
|
$4.51 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
36,060
shares
|
$4.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
35,979
shares
|
$4.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 60.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
35,971
shares
|
$4.48 Million
0.05% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,716
shares
|
$4.45 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
35,715
shares
|
$4.45 Million
0.46% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
35,672
shares
|
$4.44 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,368
shares
|
$4.4 Million
0.06% of portfolio
|
Q2 2024
Added 8.64%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
35,132
shares
|
$4.37 Million
1.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
34,992
shares
|
$4.36 Million
0.33% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,973
shares
|
$4.35 Million
1.23% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
34,839
shares
|
$4.34 Million
0.35% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
34,800
shares
|
$4.33 Million
0.14% of portfolio
|
Q2 2025
Added 13.73%
|