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 |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,684
shares
|
$1.45 Million
0.56% of portfolio
|
Q2 2023
Added 0.39%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
11,676
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
11,650
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,645
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,642
shares
|
$1.45 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,550
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,517
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,515
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
11,472
shares
|
$1.43 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
11,462
shares
|
$1.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
11,452
shares
|
$1.43 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
11,378
shares
|
$1.42 Million
0.61% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,360
shares
|
$1.41 Million
0.21% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,252
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
11,224
shares
|
$1.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
11,180
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Added 430.86%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
11,153
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 51.46%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
11,152
shares
|
$1.39 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,112
shares
|
$1.38 Million
0.34% of portfolio
|
Q4 2022
Added 1.52%
|
|
|
Nepsis Inc.
|
Jul 14, 2025 Q2 2025 |
11,061
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
11,042
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
11,000
shares
|
$1.37 Million
1.12% of portfolio
|
Q2 2025
Added 16.53%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,959
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,923
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
10,882
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 5.32%
|