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 |
|---|---|---|---|---|---|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$1.87 Million
1.32% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
14,969
shares
|
$1.86 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
14,947
shares
|
$1.86 Million
0.24% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
14,945
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Reduced 85.15%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,929
shares
|
$1.86 Million
0.08% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
14,923
shares
|
$1.86 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
14,913
shares
|
$1.86 Million
1.0% of portfolio
|
Q2 2025
Reduced 28.66%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
14,886
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
14,850
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 35.22%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,842
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
14,839
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
14,830
shares
|
$1.85 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,823
shares
|
$1.85 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
14,817
shares
|
$1.84 Million
0.92% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
14,757
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
14,733
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2017
New holding
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
14,655
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
14,610
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
14,585
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,550
shares
|
$1.81 Million
0.11% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
14,502
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
14,500
shares
|
$1.8 Million
0.35% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
14,487
shares
|
$1.8 Million
0.31% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
14,389
shares
|
$1.79 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
14,365
shares
|
$1.79 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.29%
|