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 |
|---|---|---|---|---|---|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$2.49 Million
3.53% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
19,909
shares
|
$2.48 Million
0.42% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
19,701
shares
|
$2.45 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,665
shares
|
$2.45 Million
0.04% of portfolio
|
Q2 2025
Added 19.03%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
19,598
shares
|
$2.44 Million
0.83% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
19,597
shares
|
$2.44 Million
1.89% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
19,588
shares
|
$2.44 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
19,498
shares
|
$2.43 Million
0.39% of portfolio
|
Q2 2025
Added 91.53%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
19,425
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Added 20.5%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
19,390
shares
|
$2.41 Million
0.22% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
19,349
shares
|
$2.41 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
19,244
shares
|
$2.4 Million
0.31% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
19,203
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
19,182
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,170
shares
|
$2.39 Million
0.14% of portfolio
|
Q3 2023
Reduced 27.12%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,164
shares
|
$2.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,136
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,101
shares
|
$2.38 Million
0.54% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
19,055
shares
|
$2.37 Million
0.24% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
19,024
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
19,003
shares
|
$2.37 Million
0.08% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
18,993
shares
|
$2.36 Million
0.28% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
18,989
shares
|
$2.36 Million
0.46% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
18,955
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
18,944
shares
|
$2.36 Million
0.61% of portfolio
|
Q2 2025
Added 7.03%
|