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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
16,687
shares
|
$2.08 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16,667
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
16,663
shares
|
$2.07 Million
0.13% of portfolio
|
Q2 2022
Added 19.33%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
16,661
shares
|
$2.07 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
16,516
shares
|
$2.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
16,488
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,451
shares
|
$2.05 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
16,395
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
16,367
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,333
shares
|
$2.03 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,316
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.5%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
16,307
shares
|
$2.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
16,144
shares
|
$2.01 Million
0.07% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
16,136
shares
|
$2.01 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
16,132
shares
|
$2.01 Million
0.18% of portfolio
|
Q2 2025
Added 3274.9%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,113
shares
|
$2.01 Million
0.34% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
16,106
shares
|
$2 Million
0.1% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,103
shares
|
$2 Million
0.05% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,081
shares
|
$2 Million
0.37% of portfolio
|
Q1 2024
Added 33.34%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
16,076
shares
|
$2 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,972
shares
|
$1.99 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
15,957
shares
|
$1.99 Million
0.19% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
15,932
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
15,902
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
15,896
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
Added 0.35%
|