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 2,577 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 |
|---|---|---|---|---|---|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
4,190
shares
|
$521,529
0.14% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
4,186
shares
|
$521,031
0.4% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
4,178
shares
|
$520,035
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
4,161
shares
|
$517,919
0.16% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
4,154
shares
|
$517,048
0.16% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
4,153
shares
|
$516,923
0.03% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,151
shares
|
$516,674
0.02% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
4,142
shares
|
$515,554
0.21% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
4,142
shares
|
$515,554
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
4,138
shares
|
$515,056
0.08% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,113
shares
|
$511,945
0.04% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
4,097
shares
|
$509,953
0.07% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
4,091
shares
|
$509,206
0.2% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
4,087
shares
|
$508,708
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
4,079
shares
|
$507,713
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
4,063
shares
|
$505,721
0.18% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,063
shares
|
$505,721
0.04% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,057
shares
|
$504,974
0.13% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
4,056
shares
|
$504,850
0.17% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,053
shares
|
$504,476
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
4,048
shares
|
$503,854
0.32% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
4,048
shares
|
$503,854
0.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,033
shares
|
$501,987
0.03% of portfolio
|
Q2 2023
Added 146.97%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,032
shares
|
$501,863
0.22% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
4,030
shares
|
$501,614
0.1% of portfolio
|
Q2 2025
Added 0.4%
|