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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,843
shares
|
$478,338
0.01% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
3,834
shares
|
$477,217
0.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,831
shares
|
$476,844
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,831
shares
|
$476,844
0.19% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
3,821
shares
|
$475,599
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
3,818
shares
|
$475,226
0.37% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
3,815
shares
|
$474,853
0.34% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,813
shares
|
$474,604
0.12% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,809
shares
|
$474,106
0.02% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,802
shares
|
$473,234
0.05% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
3,794
shares
|
$472,239
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,788
shares
|
$471,492
0.03% of portfolio
|
Q4 2023
Reduced 5.91%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,782
shares
|
$470,745
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,780
shares
|
$470,496
0.06% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,777
shares
|
$470,123
0.09% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
3,774
shares
|
$469,749
0.06% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,761
shares
|
$468,131
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,760
shares
|
$468,007
0.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,749
shares
|
$466,638
0.04% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,736
shares
|
$465,019
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,735
shares
|
$464,895
0.01% of portfolio
|
Q2 2025
Reduced 37.91%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
3,734
shares
|
$464,770
0.25% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,726
shares
|
$463,775
0.07% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,725
shares
|
$463,650
0.21% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
3,720
shares
|
$463,028
0.34% of portfolio
|
Q2 2025
Added 0.05%
|