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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
13,426
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
13,424
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
13,413
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
13,319
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
13,314
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,276
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.12%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
13,264
shares
|
$1.65 Million
0.27% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
13,237
shares
|
$1.65 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
13,234
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
13,213
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
13,180
shares
|
$1.64 Million
0.08% of portfolio
|
Q2 2025
Added 50.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,177
shares
|
$1.64 Million
0.13% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
13,118
shares
|
$1.63 Million
0.98% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,069
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,039
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
12,994
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
12,965
shares
|
$1.61 Million
0.82% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
12,873
shares
|
$1.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
12,865
shares
|
$1.6 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
12,854
shares
|
$1.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
12,850
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,834
shares
|
$1.6 Million
0.21% of portfolio
|
Q1 2024
Added 24.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,783
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
12,761
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
12,756
shares
|
$1.59 Million
0.67% of portfolio
|
Q2 2025
Added 3.15%
|