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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,339
shares
|
$1.78 Million
0.32% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
14,266
shares
|
$1.78 Million
0.07% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
14,248
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
14,227
shares
|
$1.77 Million
0.54% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
14,196
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
14,182
shares
|
$1.77 Million
0.6% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,094
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
14,051
shares
|
$1.75 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,020
shares
|
$1.75 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,012
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
13,997
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2022
Reduced 0.36%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
13,953
shares
|
$1.74 Million
0.4% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
13,919
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,919
shares
|
$1.73 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
13,880
shares
|
$1.73 Million
0.47% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
13,844
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
13,825
shares
|
$1.72 Million
1.33% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
13,824
shares
|
$1.72 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
13,788
shares
|
$1.72 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
13,773
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,723
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
13,665
shares
|
$1.7 Million
0.76% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,604
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
13,556
shares
|
$1.69 Million
0.3% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
13,461
shares
|
$1.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.66%
|