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 |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,684
shares
|
$334,077
0.09% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
2,683
shares
|
$333,953
0.24% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
2,681
shares
|
$333,704
0.04% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,663
shares
|
$331,463
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,660
shares
|
$331,090
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,656
shares
|
$330,592
0.06% of portfolio
|
Q2 2025
Added 170.74%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
2,650
shares
|
$329,845
0.19% of portfolio
|
Q2 2025
Reduced 55.69%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,649
shares
|
$329,721
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
2,630
shares
|
$327,356
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,620
shares
|
$326,111
0.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
2,620
shares
|
$326,111
0.11% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,615
shares
|
$325,489
0.08% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,615
shares
|
$325,489
0.16% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
2,612
shares
|
$325,115
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
2,611
shares
|
$324,991
0.02% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,607
shares
|
$324,493
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,603
shares
|
$323,995
0.21% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,592
shares
|
$322,626
0.06% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
2,592
shares
|
$322,626
0.25% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
2,590
shares
|
$322,377
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,589
shares
|
$322,252
0.05% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,589
shares
|
$322,252
0.01% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,588
shares
|
$322,128
0.05% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
2,587
shares
|
$322,003
0.15% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,582
shares
|
$321,381
0.05% of portfolio
|
Q2 2025
Added 1.22%
|