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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
28,229
shares
|
$3.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
28,186
shares
|
$3.51 Million
0.18% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
28,157
shares
|
$3.5 Million
1.71% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
28,064
shares
|
$3.49 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
28,032
shares
|
$3.49 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
28,000
shares
|
$3.49 Million
0.12% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
27,755
shares
|
$3.45 Million
1.71% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
27,700
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
27,578
shares
|
$3.43 Million
0.39% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
27,545
shares
|
$3.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
27,515
shares
|
$3.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
27,495
shares
|
$3.42 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,143
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
26,868
shares
|
$3.34 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
26,778
shares
|
$3.33 Million
0.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
26,762
shares
|
$3.33 Million
0.21% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26,703
shares
|
$3.32 Million
0.09% of portfolio
|
Q2 2025
Added 75.1%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
26,649
shares
|
$3.32 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,565
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
26,550
shares
|
$3.3 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
26,477
shares
|
$3.3 Million
0.04% of portfolio
|
Q2 2025
Added 221.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
26,373
shares
|
$3.28 Million
0.07% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
26,352
shares
|
$3.28 Million
0.05% of portfolio
|
Q1 2025
Added 73.17%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
26,350
shares
|
$3.28 Million
0.05% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
26,300
shares
|
$3.27 Million
0.18% of portfolio
|
Q2 2025
New holding
|