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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
3,107
shares
|
$386,728
0.05% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
3,097
shares
|
$385,483
0.2% of portfolio
|
Q2 2024
Reduced 24.67%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,095
shares
|
$385,234
0.01% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
3,089
shares
|
$384,487
0.22% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
3,081
shares
|
$383,492
0.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,079
shares
|
$383,243
0.03% of portfolio
|
Q2 2023
Added 8.99%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,078
shares
|
$383,118
0.07% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
3,073
shares
|
$382,496
0.17% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
3,071
shares
|
$382,247
0.1% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,070
shares
|
$382,122
0.07% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
3,061
shares
|
$381,002
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$380,878
0.27% of portfolio
|
Q3 2021
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,056
shares
|
$380,380
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
3,056
shares
|
$380,380
0.19% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3,051
shares
|
$379,757
0.15% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
3,050
shares
|
$379,633
0.11% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
3,045
shares
|
$379,011
0.28% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
3,044
shares
|
$378,886
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,044
shares
|
$378,886
0.02% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,043
shares
|
$378,762
0.06% of portfolio
|
Q2 2023
Reduced 13.4%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
3,042
shares
|
$378,637
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
3,040
shares
|
$378,388
0.07% of portfolio
|
Q2 2025
Reduced 18.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,040
shares
|
$378,388
0.08% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,031
shares
|
$377,268
0.02% of portfolio
|
Q1 2025
Reduced 33.38%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,029
shares
|
$377,019
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|