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 2,575 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
12,171
shares
|
$1.51 Million
0.4% of portfolio
|
Q2 2025
Added 346.31%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
12,167
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
12,161
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12,154
shares
|
$1.51 Million
0.17% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,148
shares
|
$1.51 Million
0.16% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
12,124
shares
|
$1.51 Million
0.35% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
12,062
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,051
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
12,035
shares
|
$1.5 Million
0.29% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
12,000
shares
|
$1.49 Million
1.06% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
11,996
shares
|
$1.49 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
11,964
shares
|
$1.49 Million
0.21% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
11,958
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
11,954
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 42.85%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
11,954
shares
|
$1.49 Million
0.73% of portfolio
|
Q2 2025
Added 43.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
11,951
shares
|
$1.49 Million
0.19% of portfolio
|
Q2 2025
Added 762.27%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
11,949
shares
|
$1.49 Million
0.49% of portfolio
|
Q1 2024
Added 1.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
11,926
shares
|
$1.48 Million
0.51% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,924
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
11,909
shares
|
$1.48 Million
0.16% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
11,853
shares
|
$1.48 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
11,851
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2024
Reduced 26.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
11,791
shares
|
$1.47 Million
0.22% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,757
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
11,718
shares
|
$1.46 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|