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 |
|---|---|---|---|---|---|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,263
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 268.14%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,189
shares
|
$2.89 Million
0.28% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
23,003
shares
|
$2.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.73%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
22,988
shares
|
$2.86 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
22,928
shares
|
$2.85 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
22,845
shares
|
$2.84 Million
0.4% of portfolio
|
Q4 2022
Reduced 38.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
22,729
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
22,726
shares
|
$2.83 Million
2.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,675
shares
|
$2.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
22,620
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
22,609
shares
|
$2.81 Million
0.4% of portfolio
|
Q2 2025
Added 68.57%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
22,609
shares
|
$2.81 Million
0.4% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
22,531
shares
|
$2.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
22,480
shares
|
$2.8 Million
0.65% of portfolio
|
Q2 2025
Added 80.81%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
22,444
shares
|
$2.79 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
22,431
shares
|
$2.79 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
22,239
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2025
Added 20.54%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
22,113
shares
|
$2.75 Million
1.16% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
22,022
shares
|
$2.74 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,004
shares
|
$2.74 Million
0.09% of portfolio
|
Q2 2020
Added 16.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
21,958
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
21,931
shares
|
$2.73 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21,930
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
21,928
shares
|
$2.73 Million
0.37% of portfolio
|
Q2 2025
Added 147.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
21,866
shares
|
$2.72 Million
0.06% of portfolio
|
Q4 2023
Added 1.85%
|