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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
32,296
shares
|
$4.02 Million
0.03% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
32,201
shares
|
$4.01 Million
0.09% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
32,162
shares
|
$4 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
32,142
shares
|
$4 Million
0.45% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
32,032
shares
|
$3.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
32,000
shares
|
$3.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
31,937
shares
|
$3.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
31,737
shares
|
$3.95 Million
0.77% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
31,733
shares
|
$3.95 Million
0.4% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
31,731
shares
|
$3.95 Million
0.22% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
31,683
shares
|
$3.94 Million
0.12% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
31,467
shares
|
$3.92 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
31,449
shares
|
$3.91 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
31,421
shares
|
$3.91 Million
2.55% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
31,351
shares
|
$3.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
31,249
shares
|
$3.89 Million
0.36% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
31,238
shares
|
$3.89 Million
0.66% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
31,158
shares
|
$3.88 Million
0.09% of portfolio
|
Q2 2025
Added 942.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,090
shares
|
$3.87 Million
0.11% of portfolio
|
Q3 2023
Added 31.19%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
30,851
shares
|
$3.84 Million
1.18% of portfolio
|
Q2 2022
Reduced 4.03%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
30,790
shares
|
$3.83 Million
2.96% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
30,738
shares
|
$3.83 Million
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
30,734
shares
|
$3.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 55.47%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
30,681
shares
|
$3.82 Million
0.18% of portfolio
|
Q2 2025
Added 464.2%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
30,661
shares
|
$3.82 Million
1.14% of portfolio
|
Q1 2025
New holding
|