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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,468
shares
|
$680,601
0.02% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
5,468
shares
|
$680,601
0.06% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
5,444
shares
|
$677,614
0.09% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
5,444
shares
|
$677,614
0.36% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
5,428
shares
|
$675,623
0.0% of portfolio
|
Q2 2025
Added 91.94%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,426
shares
|
$675,374
0.04% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
5,368
shares
|
$668,154
0.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,350
shares
|
$665,914
0.04% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,331
shares
|
$663,549
0.2% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,330
shares
|
$663,425
0.02% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
5,319
shares
|
$662,055
0.26% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
5,315
shares
|
$661,558
0.01% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,313
shares
|
$661,309
0.27% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
5,309
shares
|
$660,811
0.04% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,301
shares
|
$659,815
0.69% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
5,300
shares
|
$659,691
0.09% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
5,297
shares
|
$659,317
0.26% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,285
shares
|
$657,823
0.07% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
5,278
shares
|
$656,952
0.14% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$656,579
0.27% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,266
shares
|
$655,459
0.03% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
5,254
shares
|
$653,965
0.29% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,219
shares
|
$649,608
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
5,219
shares
|
$649,608
0.11% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
5,207
shares
|
$648,115
0.08% of portfolio
|
Q1 2025
Added 56.23%
|