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 |
|---|---|---|---|---|---|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
12,701
shares
|
$1.58 Million
1.26% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
12,663
shares
|
$1.58 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,654
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 39.24%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
12,652
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
12,643
shares
|
$1.57 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
12,639
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
12,583
shares
|
$1.57 Million
0.58% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
12,573
shares
|
$1.56 Million
0.28% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
12,568
shares
|
$1.56 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
12,535
shares
|
$1.56 Million
0.94% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,527
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
12,507
shares
|
$1.56 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
12,504
shares
|
$1.56 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
12,499
shares
|
$1.56 Million
0.29% of portfolio
|
Q4 2020
Reduced 63.89%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
12,459
shares
|
$1.55 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
12,422
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
12,418
shares
|
$1.55 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,404
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,403
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
12,400
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
12,333
shares
|
$1.54 Million
0.32% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,320
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
12,298
shares
|
$1.53 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,277
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,239
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2022
Added 6.81%
|