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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
17,753
shares
|
$2.21 Million
3.41% of portfolio
|
Q2 2022
Reduced 8.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
17,696
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
17,639
shares
|
$2.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Tsp Capital Management Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,600
shares
|
$2.19 Million
0.71% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
17,596
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
17,586
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
17,534
shares
|
$2.18 Million
0.19% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17,454
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
17,407
shares
|
$2.17 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
17,318
shares
|
$2.16 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
17,227
shares
|
$2.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
17,226
shares
|
$2.14 Million
0.17% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
17,216
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Added 109.98%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
17,195
shares
|
$2.14 Million
0.08% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
17,119
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
17,099
shares
|
$2.13 Million
0.12% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,056
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
17,050
shares
|
$2.12 Million
0.43% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
17,046
shares
|
$2.12 Million
0.3% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
17,019
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2022
Added 254.64%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
16,998
shares
|
$2.12 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
16,961
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,910
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
16,730
shares
|
$2.08 Million
0.14% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
16,693
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 130.63%
|