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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
26,284
shares
|
$3.27 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
26,242
shares
|
$3.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
26,127
shares
|
$3.25 Million
0.71% of portfolio
|
Q1 2023
Reduced 8.86%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
26,120
shares
|
$3.25 Million
1.87% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
26,032
shares
|
$3.24 Million
0.25% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
25,850
shares
|
$3.22 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
25,846
shares
|
$3.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
25,807
shares
|
$3.21 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
25,804
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
25,588
shares
|
$3.18 Million
0.38% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
25,541
shares
|
$3.18 Million
0.1% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
25,527
shares
|
$3.18 Million
0.03% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
25,453
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
25,355
shares
|
$3.16 Million
0.23% of portfolio
|
Q2 2025
Added 31.48%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,304
shares
|
$3.15 Million
0.62% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
25,214
shares
|
$3.14 Million
1.01% of portfolio
|
Q2 2025
Added 20.73%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
25,161
shares
|
$3.13 Million
1.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
25,055
shares
|
$3.12 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
24,998
shares
|
$3.11 Million
1.93% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
24,994
shares
|
$3.11 Million
0.19% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
24,964
shares
|
$3.11 Million
0.43% of portfolio
|
Q1 2025
Added 181.06%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
24,918
shares
|
$3.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
24,821
shares
|
$3.09 Million
0.95% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,810
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
24,795
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2025
Added 0.46%
|