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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
6,688
shares
|
$832,455
0.07% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
6,688
shares
|
$832,455
0.09% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
6,684
shares
|
$831,957
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
6,650
shares
|
$827,725
0.35% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,627
shares
|
$824,862
0.24% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
6,611
shares
|
$822,871
0.05% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$819,012
0.12% of portfolio
|
Q4 2024
Reduced 90.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,565
shares
|
$817,145
0.03% of portfolio
|
Q2 2025
Added 41.49%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,542
shares
|
$814,282
0.03% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,531
shares
|
$812,913
0.01% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,530
shares
|
$812,789
0.07% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,529
shares
|
$812,664
0.01% of portfolio
|
Q2 2025
Reduced 72.29%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
6,520
shares
|
$811,544
0.48% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
6,512
shares
|
$810,548
0.3% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
6,507
shares
|
$809,926
0.44% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
6,492
shares
|
$808,059
0.11% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,486
shares
|
$807,312
0.11% of portfolio
|
Q3 2023
Reduced 16.06%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
6,482
shares
|
$806,814
0.33% of portfolio
|
Q2 2025
Added 215.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,477
shares
|
$806,192
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,471
shares
|
$805,445
0.2% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
6,468
shares
|
$805,071
0.34% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
6,449
shares
|
$802,707
0.54% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
6,446
shares
|
$802,333
0.48% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
6,428
shares
|
$800,093
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
6,428
shares
|
$800,093
0.18% of portfolio
|
Q2 2025
Reduced 3.97%
|