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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
30,661
shares
|
$3.82 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
30,400
shares
|
$3.78 Million
0.03% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
30,393
shares
|
$3.78 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
30,282
shares
|
$3.77 Million
1.24% of portfolio
|
Q2 2025
Added 29.07%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
30,237
shares
|
$3.76 Million
0.4% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
30,233
shares
|
$3.76 Million
0.07% of portfolio
|
Q2 2025
Added 60.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,189
shares
|
$3.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
30,156
shares
|
$3.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
30,133
shares
|
$3.75 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
29,951
shares
|
$3.73 Million
0.27% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
29,774
shares
|
$3.71 Million
0.12% of portfolio
|
Q1 2023
Added 45.75%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
29,569
shares
|
$3.68 Million
0.63% of portfolio
|
Q2 2025
Added 39.63%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
29,288
shares
|
$3.65 Million
0.75% of portfolio
|
Q1 2025
Added 27.99%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,168
shares
|
$3.63 Million
0.99% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
28,943
shares
|
$3.6 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
28,861
shares
|
$3.59 Million
0.97% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
28,673
shares
|
$3.57 Million
0.06% of portfolio
|
Q2 2025
Added 47.64%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
28,667
shares
|
$3.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
28,659
shares
|
$3.57 Million
0.26% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
28,647
shares
|
$3.57 Million
0.25% of portfolio
|
Q2 2025
Added 69.58%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
28,624
shares
|
$3.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
28,566
shares
|
$3.56 Million
0.13% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
28,542
shares
|
$3.55 Million
0.18% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
28,465
shares
|
$3.54 Million
0.14% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
28,398
shares
|
$3.53 Million
0.08% of portfolio
|
Q2 2025
New holding
|