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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
3,305
shares
|
$411,373
0.08% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
3,287
shares
|
$409,132
0.24% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
3,282
shares
|
$408,510
0.05% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
3,265
shares
|
$406,394
0.07% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,264
shares
|
$406,270
0.08% of portfolio
|
Q1 2024
Reduced 10.82%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
3,263
shares
|
$406,145
0.23% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
3,259
shares
|
$405,647
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
3,253
shares
|
$404,900
0.23% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,244
shares
|
$403,780
0.15% of portfolio
|
Q4 2021
Reduced 6.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,243
shares
|
$403,656
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,242
shares
|
$403,531
0.13% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,240
shares
|
$403,282
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
3,237
shares
|
$402,909
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
3,237
shares
|
$402,909
0.14% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,229
shares
|
$401,913
0.02% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
3,226
shares
|
$401,540
0.22% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
3,217
shares
|
$400,419
0.11% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
3,217
shares
|
$400,419
0.04% of portfolio
|
Q2 2025
Added 28.17%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
3,216
shares
|
$400,295
0.3% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
3,198
shares
|
$398,055
0.81% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,196
shares
|
$397,806
0.04% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,196
shares
|
$397,806
0.13% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,194
shares
|
$397,557
0.17% of portfolio
|
Q2 2023
Added 43.1%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,192
shares
|
$397,308
0.01% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,190
shares
|
$397,059
0.03% of portfolio
|
Q2 2025
Added 0.25%
|