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 |
|---|---|---|---|---|---|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
2,581
shares
|
$321,257
0.21% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,578
shares
|
$320,883
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,576
shares
|
$320,634
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,568
shares
|
$319,638
0.21% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,562
shares
|
$318,892
0.03% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
2,558
shares
|
$318,394
0.16% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,556
shares
|
$318,145
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,554
shares
|
$317,896
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
2,547
shares
|
$317,025
0.05% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,546
shares
|
$316,900
0.11% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,545
shares
|
$316,776
0.04% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
2,544
shares
|
$316,651
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
2,539
shares
|
$316,029
0.1% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,533
shares
|
$315,282
0.16% of portfolio
|
Q4 2022
Added 0.36%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,533
shares
|
$315,282
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,505
shares
|
$311,797
0.02% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
2,505
shares
|
$311,797
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,504
shares
|
$311,672
0.01% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,501
shares
|
$311,299
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$311,175
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,487
shares
|
$309,556
0.05% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
2,485
shares
|
$309,307
0.02% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,483
shares
|
$309,059
0.15% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,482
shares
|
$308,934
0.16% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,474
shares
|
$307,938
0.05% of portfolio
|
Q2 2025
Added 1.06%
|