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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
2,796
shares
|
$348,018
0.05% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,789
shares
|
$347,146
0.02% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
2,785
shares
|
$346,648
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
2,777
shares
|
$345,653
0.39% of portfolio
|
Q2 2025
Reduced 22.23%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
2,775
shares
|
$345,404
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
2,766
shares
|
$344,284
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,763
shares
|
$343,910
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
2,760
shares
|
$343,537
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,758
shares
|
$343,288
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,755
shares
|
$342,914
0.21% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,740
shares
|
$341,047
0.07% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
2,737
shares
|
$340,674
0.04% of portfolio
|
Q3 2024
Reduced 36.11%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,727
shares
|
$339,429
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,724
shares
|
$339,056
0.03% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
2,722
shares
|
$338,807
0.16% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
2,721
shares
|
$338,682
0.16% of portfolio
|
Q3 2023
Reduced 9.6%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,721
shares
|
$338,682
0.05% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
2,711
shares
|
$337,438
0.18% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
2,709
shares
|
$337,189
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
2,702
shares
|
$336,317
0.14% of portfolio
|
Q2 2025
Reduced 63.2%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,701
shares
|
$336,193
0.16% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,701
shares
|
$336,193
0.01% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
2,700
shares
|
$336,069
0.12% of portfolio
|
Q2 2025
Reduced 80.43%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$334,948
0.04% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
2,689
shares
|
$334,699
0.26% of portfolio
|
Q2 2025
Reduced 7.72%
|