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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,755
shares
|
$211,881
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,753
shares
|
$211,639
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,752
shares
|
$211,518
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,752
shares
|
$211,518
0.08% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,751
shares
|
$211,398
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jul 14, 2025 Q2 2025 |
1,748
shares
|
$211,036
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
1,745
shares
|
$210,673
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
1,744
shares
|
$210,553
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,744
shares
|
$210,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,743
shares
|
$210,432
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,742
shares
|
$210,311
0.01% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,742
shares
|
$210,311
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,741
shares
|
$210,190
0.01% of portfolio
|
Q3 2023
Added 20.82%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
1,738
shares
|
$209,828
0.09% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,736
shares
|
$209,587
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,731
shares
|
$208,983
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
1,727
shares
|
$208,500
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,726
shares
|
$208,379
0.05% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,726
shares
|
$208,379
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,719
shares
|
$207,534
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,718
shares
|
$207,414
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,715
shares
|
$207,051
0.09% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,712
shares
|
$206,689
0.04% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,709
shares
|
$206,327
0.08% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,705
shares
|
$205,844
0.06% of portfolio
|
Q4 2024
Added 3.46%
|