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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,200
shares
|
$647,244
0.09% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
5,173
shares
|
$643,883
0.11% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,168
shares
|
$643,260
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,155
shares
|
$641,642
0.25% of portfolio
|
Q1 2024
Reduced 16.25%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,150
shares
|
$641,020
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,136
shares
|
$639,277
0.21% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
5,134
shares
|
$639,028
0.15% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,116
shares
|
$636,788
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
5,111
shares
|
$636,166
0.14% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,106
shares
|
$635,543
0.03% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
5,104
shares
|
$635,294
0.2% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,103
shares
|
$635,170
0.35% of portfolio
|
Q2 2025
Added 48.95%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,083
shares
|
$632,681
0.14% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
5,076
shares
|
$631,809
0.38% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,070
shares
|
$631,062
0.07% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,058
shares
|
$629,569
0.16% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,055
shares
|
$629,195
0.21% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,050
shares
|
$628,573
0.14% of portfolio
|
Q2 2025
Added 117.95%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
5,040
shares
|
$627,328
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
5,033
shares
|
$626,457
0.09% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,020
shares
|
$624,839
0.09% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,015
shares
|
$624,217
0.03% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,003
shares
|
$622,723
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,001
shares
|
$622,474
0.02% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,995
shares
|
$621,727
0.05% of portfolio
|
Q2 2025
Reduced 43.3%
|