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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,407
shares
|
$548,539
0.01% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,407
shares
|
$548,539
0.38% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,405
shares
|
$548,290
0.18% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,381
shares
|
$545,303
0.11% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
4,373
shares
|
$544,307
0.05% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
4,345
shares
|
$540,822
0.11% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
4,331
shares
|
$539,079
0.02% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,314
shares
|
$536,963
0.01% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,309
shares
|
$536,341
0.06% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,308
shares
|
$536,216
0.01% of portfolio
|
Q2 2024
Added 17.35%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
4,305
shares
|
$535,843
0.02% of portfolio
|
Q2 2025
Added 187.19%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,301
shares
|
$535,345
0.09% of portfolio
|
Q2 2023
Reduced 22.56%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,292
shares
|
$534,225
0.16% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
4,278
shares
|
$532,482
0.05% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
4,277
shares
|
$532,358
0.05% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,271
shares
|
$531,611
0.02% of portfolio
|
Q2 2025
Added 34.31%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
4,249
shares
|
$528,873
0.05% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
4,247
shares
|
$528,624
0.02% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
4,232
shares
|
$526,757
0.12% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
4,225
shares
|
$525,885
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,216
shares
|
$524,765
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,212
shares
|
$524,267
0.28% of portfolio
|
Q2 2025
Added 388.63%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,209
shares
|
$523,894
0.05% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
4,205
shares
|
$523,396
0.13% of portfolio
|
Q1 2023
Reduced 8.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,193
shares
|
$521,902
0.03% of portfolio
|
Q2 2025
Reduced 8.03%
|