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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
10,848
shares
|
$1.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
10,811
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,807
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 93.29%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
10,798
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
10,788
shares
|
$1.34 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
10,760
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
10,728
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
10,726
shares
|
$1.34 Million
0.89% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
10,700
shares
|
$1.33 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,698
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2025
Added 35.16%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
10,649
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
10,645
shares
|
$1.32 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
10,642
shares
|
$1.32 Million
1.12% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
10,636
shares
|
$1.32 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
10,620
shares
|
$1.32 Million
0.2% of portfolio
|
Q1 2025
Added 155.29%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
10,593
shares
|
$1.32 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,578
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,518
shares
|
$1.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
10,462
shares
|
$1.3 Million
0.42% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
10,433
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
10,404
shares
|
$1.29 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
10,392
shares
|
$1.29 Million
1.19% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
10,302
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
10,297
shares
|
$1.28 Million
0.27% of portfolio
|
Q2 2025
Added 1.68%
|