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 2,579 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 $66.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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%
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
4,791
shares
|
$596,335
0.4% of portfolio
|
Q2 2025
Added 38.63%
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
4,786
shares
|
$595,713
0.04% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,782
shares
|
$595,215
0.05% of portfolio
|
Q2 2025
Added 0.25%
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
4,779
shares
|
$594,842
0.28% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
4,769
shares
|
$593,597
0.1% of portfolio
|
Q2 2025
Added 4.29%
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
4,767
shares
|
$593,348
0.31% of portfolio
|
Q2 2025
Added 3.5%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,761
shares
|
$592,601
0.03% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
4,751
shares
|
$591,356
0.9% of portfolio
|
Q3 2022
New holding
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
4,745
shares
|
$590,610
0.01% of portfolio
|
Q2 2025
New holding
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
4,737
shares
|
$589,614
0.44% of portfolio
|
Q2 2025
Reduced 32.74%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,728
shares
|
$588,494
0.04% of portfolio
|
Q2 2025
Added 29.89%
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
4,726
shares
|
$588,245
0.05% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,717
shares
|
$587,124
0.04% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,716
shares
|
$587,000
0.72% of portfolio
|
Q3 2024
New holding
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
4,711
shares
|
$586,378
0.01% of portfolio
|
Q2 2025
Added 36.39%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,696
shares
|
$584,511
0.05% of portfolio
|
Q2 2025
Added 9.51%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
4,696
shares
|
$584,511
0.08% of portfolio
|
Q2 2025
Added 17.96%
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
4,683
shares
|
$582,893
0.07% of portfolio
|
Q2 2025
Added 6.12%
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
4,676
shares
|
$582,021
0.04% of portfolio
|
Q1 2025
Added 18.59%
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,673
shares
|
$581,648
0.05% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,670
shares
|
$581,274
0.09% of portfolio
|
Q1 2025
Reduced 37.76%
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
4,655
shares
|
$579,407
0.07% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
4,635
shares
|
$576,918
0.38% of portfolio
|
Q2 2025
Reduced 0.11%
|