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 2,556 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,809
shares
|
$218,400
0.06% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
1,809
shares
|
$218,400
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
1,808
shares
|
$218,279
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,806
shares
|
$218,038
0.13% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
1,802
shares
|
$217,555
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,801
shares
|
$217,434
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,794
shares
|
$216,589
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
1,793
shares
|
$216,468
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,791
shares
|
$216,227
0.06% of portfolio
|
Q2 2022
Reduced 3.81%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,790
shares
|
$216,106
0.02% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,790
shares
|
$216,106
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,789
shares
|
$215,985
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,787
shares
|
$215,744
0.05% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,785
shares
|
$215,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,781
shares
|
$215,020
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
1,781
shares
|
$215,020
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,780
shares
|
$214,899
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,780
shares
|
$214,899
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
1,780
shares
|
$214,899
0.1% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
1,770
shares
|
$213,692
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
1,768
shares
|
$213,450
0.0% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
1,766
shares
|
$213,209
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,765
shares
|
$213,088
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
1,763
shares
|
$212,846
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,759
shares
|
$212,364
0.06% of portfolio
|
Q1 2025
Reduced 31.13%
|