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 2,576 institutions that hold shares in the stock, with a total of 536 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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
24,685
shares
|
$3.07 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
24,503
shares
|
$3.05 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
24,415
shares
|
$3.04 Million
1.63% of portfolio
|
Q2 2025
Added 355.93%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
24,404
shares
|
$3.04 Million
1.55% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
24,399
shares
|
$3.04 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
24,383
shares
|
$3.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
24,371
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
Added 33.86%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
24,269
shares
|
$3.02 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
24,244
shares
|
$3.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,082
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
24,080
shares
|
$3 Million
0.54% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
23,984
shares
|
$2.99 Million
0.16% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,958
shares
|
$2.98 Million
0.18% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
23,923
shares
|
$2.98 Million
0.16% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
23,913
shares
|
$2.98 Million
0.54% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
23,671
shares
|
$2.95 Million
1.18% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
23,662
shares
|
$2.95 Million
0.09% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
23,585
shares
|
$2.94 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
23,583
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
23,535
shares
|
$2.93 Million
1.78% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
23,521
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
23,463
shares
|
$2.92 Million
0.99% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
23,453
shares
|
$2.92 Million
0.07% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
23,442
shares
|
$2.92 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,345
shares
|
$2.91 Million
0.32% of portfolio
|
Q3 2022
Added 3.35%
|