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 2,555 institutions that hold shares in the stock, with a total of 517 Million shares, which have been reported (via 13F filing form) to have a value of $61.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,066
shares
|
$247,403
0.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
2,066
shares
|
$247,403
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,062
shares
|
$246,924
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
2,056
shares
|
$246,206
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,052
shares
|
$245,727
0.01% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
2,050
shares
|
$245,487
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
2,048
shares
|
$245,248
0.25% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
2,043
shares
|
$244,649
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
2,041
shares
|
$244,409
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,039
shares
|
$244,170
0.03% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,026
shares
|
$242,613
0.13% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
2,025
shares
|
$242,493
0.02% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
2,023
shares
|
$242,254
0.07% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
2,019
shares
|
$241,775
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
2,018
shares
|
$241,655
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,017
shares
|
$241,535
0.12% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
2,015
shares
|
$241,296
0.23% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,012
shares
|
$240,937
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,007
shares
|
$240,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,004
shares
|
$239,979
0.17% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,001
shares
|
$239,619
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
2,000
shares
|
$239,500
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
2,000
shares
|
$239,500
0.06% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$239,500
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,997
shares
|
$239,140
0.02% of portfolio
|
Q2 2025
Added 13.66%
|