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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,986
shares
|
$620,607
0.15% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
4,976
shares
|
$619,362
0.09% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
4,966
shares
|
$618,118
0.11% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
4,965
shares
|
$617,993
0.1% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,950
shares
|
$616,126
0.04% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
4,941
shares
|
$615,006
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,936
shares
|
$614,383
0.02% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,930
shares
|
$613,637
0.45% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
4,917
shares
|
$612,018
0.07% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
4,915
shares
|
$611,770
0.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,908
shares
|
$610,898
0.03% of portfolio
|
Q1 2025
Reduced 17.82%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
4,896
shares
|
$609,405
0.22% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,888
shares
|
$608,409
0.12% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,884
shares
|
$607,911
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
4,883
shares
|
$607,787
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
4,869
shares
|
$606,044
0.08% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
4,865
shares
|
$605,546
0.17% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
4,835
shares
|
$601,812
0.07% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
4,825
shares
|
$600,567
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,824
shares
|
$600,443
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,821
shares
|
$600,069
0.01% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,820
shares
|
$599,945
0.08% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,820
shares
|
$599,945
0.01% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,814
shares
|
$599,198
0.36% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,811
shares
|
$598,825
0.03% of portfolio
|
Q2 2025
Added 6.82%
|