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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,489
shares
|
$932,155
0.11% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
7,478
shares
|
$930,786
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,454
shares
|
$927,799
0.2% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
7,446
shares
|
$926,803
0.27% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,444
shares
|
$926,554
0.04% of portfolio
|
Q2 2025
Added 42.22%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,414
shares
|
$922,820
0.11% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
7,401
shares
|
$921,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
7,377
shares
|
$918,215
0.19% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
7,359
shares
|
$915,974
0.11% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
7,329
shares
|
$912,240
0.97% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,321
shares
|
$911,244
0.38% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
7,317
shares
|
$910,746
0.24% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,315
shares
|
$910,498
0.13% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,304
shares
|
$909,128
0.06% of portfolio
|
Q2 2025
Added 50.04%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,288
shares
|
$907,137
0.66% of portfolio
|
Q1 2023
Added 30.91%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
7,271
shares
|
$905,021
0.01% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
7,250
shares
|
$902,407
0.03% of portfolio
|
Q1 2025
Added 35.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,240
shares
|
$901,162
0.01% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
7,222
shares
|
$898,922
0.09% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
7,221
shares
|
$898,797
0.35% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
7,194
shares
|
$895,437
1.38% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
7,161
shares
|
$891,329
0.31% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
7,154
shares
|
$890,458
0.18% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
7,117
shares
|
$885,852
0.42% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
7,046
shares
|
$877,015
0.06% of portfolio
|
Q1 2025
Reduced 15.81%
|