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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,687
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,681
shares
|
$1.08 Million
0.94% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
8,631
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
8,618
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
8,601
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
8,599
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,578
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
8,542
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,532
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
8,502
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,488
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
8,428
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 84.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,417
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,400
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,397
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,381
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,330
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
8,313
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
Added 25.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
8,310
shares
|
$1.03 Million
0.65% of portfolio
|
Q2 2022
Added 4.28%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
8,310
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.83%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,308
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,292
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 103.73%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,252
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
8,174
shares
|
$1.02 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Reaves W H & CO Inc
|
Aug 11, 2025 Q2 2025 |
8,164
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.69%
|