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 |
|---|---|---|---|---|---|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,718
shares
|
$462,779
0.39% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
3,717
shares
|
$462,654
0.07% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,711
shares
|
$461,908
0.02% of portfolio
|
Q2 2025
Added 92.58%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$461,410
0.04% of portfolio
|
Q2 2024
Reduced 13.29%
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,689
shares
|
$459,169
0.06% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,675
shares
|
$457,427
0.04% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,673
shares
|
$457,178
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,655
shares
|
$454,937
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,654
shares
|
$454,813
0.16% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,651
shares
|
$454,439
0.02% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,648
shares
|
$454,066
0.03% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,647
shares
|
$453,942
0.13% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,644
shares
|
$453,568
0.22% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,642
shares
|
$453,319
0.66% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
3,635
shares
|
$452,448
0.24% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,624
shares
|
$451,079
0.05% of portfolio
|
Q2 2025
Added 1120.2%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
3,616
shares
|
$450,083
0.1% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,614
shares
|
$449,834
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
3,611
shares
|
$449,461
0.27% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,608
shares
|
$449,087
0.27% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
3,607
shares
|
$448,963
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,602
shares
|
$448,340
0.2% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$448,092
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
3,597
shares
|
$447,718
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
3,594
shares
|
$447,345
0.2% of portfolio
|
Q2 2025
Reduced 9.68%
|