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 |
|---|---|---|---|---|---|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
3,416
shares
|
$425,189
0.02% of portfolio
|
Q2 2025
Added 83.85%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,412
shares
|
$424,691
0.23% of portfolio
|
Q1 2025
Reduced 33.93%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,411
shares
|
$424,567
0.05% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
3,411
shares
|
$424,567
0.0% of portfolio
|
Q3 2024
Reduced 81.51%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,409
shares
|
$424,318
0.11% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,403
shares
|
$423,571
0.01% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
3,400
shares
|
$423,198
0.03% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
3,400
shares
|
$423,198
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,396
shares
|
$422,700
0.05% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
3,381
shares
|
$420,833
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
3,376
shares
|
$420,210
0.07% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,370
shares
|
$419,463
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
3,367
shares
|
$419,090
0.17% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
3,364
shares
|
$418,717
0.32% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
3,340
shares
|
$415,729
0.18% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
3,338
shares
|
$415,480
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
3,338
shares
|
$415,480
0.1% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
3,329
shares
|
$414,360
0.25% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,328
shares
|
$414,236
0.24% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,324
shares
|
$413,738
0.03% of portfolio
|
Q2 2025
Reduced 68.22%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,323
shares
|
$413,613
0.11% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,317
shares
|
$412,866
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
3,308
shares
|
$411,746
0.01% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,308
shares
|
$411,746
0.11% of portfolio
|
Q2 2025
Added 28.32%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,305
shares
|
$411,373
0.03% of portfolio
|
Q2 2025
Added 137.26%
|