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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
3,021
shares
|
$376,023
0.04% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
3,015
shares
|
$375,277
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,011
shares
|
$374,779
0.03% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,010
shares
|
$374,654
0.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
3,010
shares
|
$374,654
0.25% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$373,410
0.06% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,999
shares
|
$373,285
0.03% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
2,997
shares
|
$373,036
0.06% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
2,995
shares
|
$372,787
0.09% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,991
shares
|
$372,289
0.1% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
2,990
shares
|
$372,165
0.28% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
2,963
shares
|
$368,804
0.1% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,961
shares
|
$368,555
0.17% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,956
shares
|
$367,933
0.23% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,954
shares
|
$367,684
0.07% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,939
shares
|
$365,817
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,929
shares
|
$364,572
0.08% of portfolio
|
Q2 2025
Added 1518.23%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
2,928
shares
|
$364,448
0.16% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,922
shares
|
$363,701
0.06% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,918
shares
|
$363,203
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
2,918
shares
|
$363,203
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
2,902
shares
|
$361,211
0.12% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,899
shares
|
$360,838
0.01% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
2,897
shares
|
$360,589
0.02% of portfolio
|
Q2 2025
Reduced 58.57%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,894
shares
|
$360,216
0.08% of portfolio
|
Q2 2025
Added 3.58%
|