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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
6,419
shares
|
$798,972
0.11% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,408
shares
|
$797,603
0.06% of portfolio
|
Q2 2025
Added 57.68%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
6,406
shares
|
$797,354
0.01% of portfolio
|
Q2 2025
Added 18.56%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,399
shares
|
$796,483
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
6,395
shares
|
$795,985
0.04% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
6,388
shares
|
$795,114
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
6,376
shares
|
$793,620
0.14% of portfolio
|
Q2 2025
Reduced 15.04%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
6,371
shares
|
$792,998
0.62% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
6,353
shares
|
$790,757
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
6,353
shares
|
$790,757
0.84% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
6,339
shares
|
$789,015
0.06% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
6,337
shares
|
$788,766
0.13% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
6,302
shares
|
$784,409
0.0% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
6,293
shares
|
$783,289
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
6,292
shares
|
$783,165
0.84% of portfolio
|
Q2 2025
Reduced 32.53%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
6,255
shares
|
$778,559
0.66% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
6,252
shares
|
$778,186
0.27% of portfolio
|
Q2 2025
Added 72.04%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
6,245
shares
|
$777,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
6,241
shares
|
$776,817
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
6,238
shares
|
$776,443
0.13% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
6,212
shares
|
$773,207
0.07% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
6,205
shares
|
$772,336
0.51% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
6,188
shares
|
$770,220
0.14% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
6,186
shares
|
$769,971
0.33% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,158
shares
|
$766,486
0.17% of portfolio
|
Q2 2022
Added 38.41%
|