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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,893
shares
|
$360,091
0.04% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,892
shares
|
$359,967
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
2,887
shares
|
$359,344
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,883
shares
|
$358,847
0.02% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
2,881
shares
|
$358,598
0.11% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,880
shares
|
$358,473
0.02% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
2,872
shares
|
$357,477
0.17% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,866
shares
|
$356,731
0.25% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,865
shares
|
$356,606
0.0% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,860
shares
|
$355,984
0.01% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
2,858
shares
|
$355,735
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
2,858
shares
|
$355,735
0.13% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
2,857
shares
|
$355,610
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,853
shares
|
$355,112
0.11% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,853
shares
|
$355,112
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,852
shares
|
$354,988
0.05% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
2,840
shares
|
$353,494
0.06% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
2,837
shares
|
$353,121
0.03% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,836
shares
|
$352,996
0.05% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,830
shares
|
$352,250
0.03% of portfolio
|
Q3 2023
Added 17.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,826
shares
|
$351,752
0.01% of portfolio
|
Q2 2025
Added 37.05%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,822
shares
|
$351,254
0.17% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,804
shares
|
$349,013
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,798
shares
|
$348,267
0.01% of portfolio
|
Q3 2022
Added 38.72%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
2,797
shares
|
$348,142
0.06% of portfolio
|
Q2 2025
New holding
|