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 |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
3,179
shares
|
$395,690
0.13% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,177
shares
|
$395,441
0.06% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
3,175
shares
|
$395,192
0.06% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
3,172
shares
|
$394,818
0.21% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
3,172
shares
|
$394,818
0.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
3,171
shares
|
$394,694
0.18% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
3,170
shares
|
$394,569
0.18% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
3,168
shares
|
$394,320
0.04% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
3,168
shares
|
$394,320
0.15% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
3,167
shares
|
$394,196
0.13% of portfolio
|
Q2 2021
Reduced 12.68%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,165
shares
|
$393,947
0.15% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
3,163
shares
|
$393,698
0.15% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,161
shares
|
$393,449
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
3,160
shares
|
$393,325
0.08% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
3,157
shares
|
$392,951
0.43% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
3,150
shares
|
$392,080
0.06% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,150
shares
|
$392,080
0.33% of portfolio
|
Q4 2023
Reduced 23.34%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
3,143
shares
|
$391,209
0.04% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,139
shares
|
$390,711
0.08% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$389,466
0.2% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
3,126
shares
|
$389,093
0.08% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,122
shares
|
$388,595
0.13% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
3,117
shares
|
$387,972
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
3,116
shares
|
$387,848
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
3,112
shares
|
$387,350
0.01% of portfolio
|
Q2 2025
Added 0.23%
|