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 |
|---|---|---|---|---|---|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
10,287
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,282
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
10,263
shares
|
$1.28 Million
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
10,230
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,221
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 69.56%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
10,197
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,159
shares
|
$1.26 Million
1.98% of portfolio
|
Q4 2022
Added 5.78%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,128
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
10,076
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
10,054
shares
|
$1.25 Million
0.57% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
10,028
shares
|
$1.25 Million
0.3% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
9,999
shares
|
$1.24 Million
0.98% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,975
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
9,940
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
9,893
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
9,887
shares
|
$1.23 Million
0.81% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,865
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,852
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
9,837
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
9,834
shares
|
$1.22 Million
0.46% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
9,821
shares
|
$1.22 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
9,798
shares
|
$1.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 40.1%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
9,782
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
9,719
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
New holding
|