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 2,576 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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,596
shares
|
$572,064
0.07% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
4,591
shares
|
$571,441
0.07% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,581
shares
|
$570,197
0.38% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
4,566
shares
|
$568,330
0.14% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,566
shares
|
$568,330
0.07% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
4,555
shares
|
$566,960
0.04% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
4,553
shares
|
$566,711
0.38% of portfolio
|
Q4 2024
Reduced 35.37%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,540
shares
|
$565,093
0.02% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,540
shares
|
$565,093
0.04% of portfolio
|
Q2 2025
Added 41.57%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
4,540
shares
|
$565,093
0.26% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,537
shares
|
$564,720
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
4,504
shares
|
$560,612
0.05% of portfolio
|
N/A
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
4,490
shares
|
$558,870
0.39% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
4,481
shares
|
$557,750
0.11% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
4,478
shares
|
$557,376
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
4,474
shares
|
$556,878
0.41% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
4,466
shares
|
$555,883
0.01% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
4,464
shares
|
$555,634
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,463
shares
|
$555,509
0.09% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,445
shares
|
$553,269
0.04% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
4,435
shares
|
$552,024
0.31% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,432
shares
|
$551,651
0.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
4,418
shares
|
$549,908
0.03% of portfolio
|
Q2 2025
Reduced 42.48%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
4,415
shares
|
$549,535
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
4,415
shares
|
$549,535
0.23% of portfolio
|
Q2 2025
Added 19.26%
|