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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$229,441
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,916
shares
|
$229,441
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,910
shares
|
$228,722
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
1,910
shares
|
$228,722
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,905
shares
|
$228,123
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
1,903
shares
|
$227,884
0.03% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
1,898
shares
|
$227,285
0.17% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,896
shares
|
$227,046
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,896
shares
|
$227,046
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,895
shares
|
$226,926
0.04% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,886
shares
|
$225,848
0.01% of portfolio
|
Q3 2019
Reduced 18.04%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,881
shares
|
$225,249
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
1,880
shares
|
$225,130
0.09% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,878
shares
|
$224,890
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,878
shares
|
$224,890
0.02% of portfolio
|
Q1 2025
Added 39.32%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
1,877
shares
|
$224,770
0.08% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
1,877
shares
|
$224,770
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,875
shares
|
$224,531
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
1,875
shares
|
$224,531
0.08% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,874
shares
|
$224,411
0.01% of portfolio
|
Q4 2023
Added 3.71%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,872
shares
|
$224,172
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,871
shares
|
$224,052
0.05% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
1,868
shares
|
$223,693
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,866
shares
|
$223,453
0.02% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,864
shares
|
$223,214
0.02% of portfolio
|
Q1 2025
New holding
|