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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,022
shares
|
$500,618
0.06% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,011
shares
|
$499,249
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
3,997
shares
|
$497,506
0.15% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,990
shares
|
$496,635
0.04% of portfolio
|
Q2 2025
Added 13.19%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
3,986
shares
|
$496,137
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,983
shares
|
$495,764
0.14% of portfolio
|
Q1 2024
Added 10.09%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
3,976
shares
|
$494,892
0.12% of portfolio
|
Q2 2025
Added 65.87%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,975
shares
|
$494,768
0.29% of portfolio
|
Q2 2023
Reduced 27.17%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
3,964
shares
|
$493,399
0.09% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
3,960
shares
|
$492,901
0.27% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
3,940
shares
|
$490,411
0.19% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
3,920
shares
|
$487,922
0.28% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,911
shares
|
$486,802
0.13% of portfolio
|
Q4 2024
Added 34.03%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,906
shares
|
$486,179
0.04% of portfolio
|
Q4 2022
Reduced 71.28%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
3,904
shares
|
$485,930
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
3,903
shares
|
$485,806
0.2% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
3,900
shares
|
$485,433
0.17% of portfolio
|
Q1 2025
Added 56.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
3,899
shares
|
$485,308
0.19% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,893
shares
|
$484,561
0.11% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,880
shares
|
$482,943
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,876
shares
|
$482,445
0.03% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
3,873
shares
|
$482,072
0.05% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,868
shares
|
$481,449
0.53% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,849
shares
|
$479,085
0.09% of portfolio
|
Q1 2023
Added 4.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,847
shares
|
$478,836
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|