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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
9,695
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Added 45.53%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
9,674
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
9,672
shares
|
$1.2 Million
0.51% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
9,670
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
9,621
shares
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,618
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,612
shares
|
$1.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
9,609
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
9,578
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
9,576
shares
|
$1.19 Million
0.51% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,573
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
9,545
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,544
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2022
Added 18.43%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
9,514
shares
|
$1.18 Million
0.87% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,505
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
9,502
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
9,408
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
9,400
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
9,379
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
9,341
shares
|
$1.16 Million
0.17% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
9,312
shares
|
$1.16 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,292
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,277
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
9,254
shares
|
$1.15 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,218
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.81%
|