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 |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
15,879
shares
|
$1.98 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
15,833
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2024
Added 7.28%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
15,833
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 75.12%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,813
shares
|
$1.97 Million
0.33% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,810
shares
|
$1.97 Million
0.19% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,810
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
15,739
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2022
Added 79.73%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,634
shares
|
$1.95 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.46%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
15,578
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 63.15%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,573
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2022
Reduced 9.81%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
15,531
shares
|
$1.93 Million
0.61% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,530
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
15,521
shares
|
$1.93 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
15,436
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
15,388
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
15,300
shares
|
$1.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 87.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
15,287
shares
|
$1.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
15,264
shares
|
$1.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
15,216
shares
|
$1.89 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,213
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
15,194
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2025
Added 113.22%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
15,164
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2025
Added 99.47%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,132
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,128
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
15,066
shares
|
$1.88 Million
0.6% of portfolio
|
Q2 2025
Added 14.42%
|