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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,044
shares
|
$876,766
0.12% of portfolio
|
Q3 2024
Reduced 30.7%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,025
shares
|
$874,401
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
7,019
shares
|
$873,654
0.02% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
7,008
shares
|
$872,285
0.62% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,953
shares
|
$865,439
0.03% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,941
shares
|
$863,946
0.05% of portfolio
|
Q2 2025
Added 263.97%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,913
shares
|
$860,461
0.06% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
6,908
shares
|
$859,838
0.19% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
6,891
shares
|
$857,722
0.03% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,890
shares
|
$857,598
0.48% of portfolio
|
Q2 2022
Added 7.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
6,888
shares
|
$857,349
0.08% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
6,871
shares
|
$855,233
0.65% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
6,870
shares
|
$855,108
0.35% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,847
shares
|
$852,246
0.03% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,842
shares
|
$851,623
0.35% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
6,832
shares
|
$850,379
0.13% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
6,832
shares
|
$850,379
0.8% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,825
shares
|
$849,507
0.11% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,821
shares
|
$849,009
0.04% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,794
shares
|
$845,649
0.06% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
6,775
shares
|
$843,284
0.35% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
6,769
shares
|
$842,537
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
6,758
shares
|
$841,168
0.19% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
6,746
shares
|
$839,674
0.0% of portfolio
|
Q2 2025
Added 80.62%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,700
shares
|
$833,949
0.22% of portfolio
|
Q2 2025
Reduced 4.18%
|