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 |
|---|---|---|---|---|---|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
18,900
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2024
Added 3.28%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
18,750
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
18,676
shares
|
$2.32 Million
0.96% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
18,582
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18,548
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
18,513
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,507
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
18,495
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
18,404
shares
|
$2.29 Million
1.37% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
18,384
shares
|
$2.29 Million
0.26% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
18,326
shares
|
$2.28 Million
0.26% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,291
shares
|
$2.28 Million
0.3% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,189
shares
|
$2.26 Million
0.14% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,182
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
18,166
shares
|
$2.26 Million
0.49% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,139
shares
|
$2.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,124
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Added 50.18%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
18,120
shares
|
$2.26 Million
0.6% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,109
shares
|
$2.25 Million
0.16% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
18,069
shares
|
$2.25 Million
0.69% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
18,000
shares
|
$2.24 Million
0.43% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
17,987
shares
|
$2.24 Million
0.53% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
17,979
shares
|
$2.24 Million
1.0% of portfolio
|
Q2 2022
Added 45.45%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
17,890
shares
|
$2.23 Million
0.85% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,829
shares
|
$2.22 Million
0.49% of portfolio
|
Q3 2023
New holding
|