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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
1,518
shares
|
$183,268
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,502
shares
|
$181,336
0.09% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
1,500
shares
|
$181,095
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,499
shares
|
$180,974
0.01% of portfolio
|
Q1 2024
Reduced 8.15%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,498
shares
|
$180,853
0.08% of portfolio
|
Q1 2025
Reduced 19.81%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,493
shares
|
$180,249
0.17% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,462
shares
|
$176,507
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,423
shares
|
$171,798
0.03% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,404
shares
|
$169,504
0.84% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,395
shares
|
$168,418
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,393
shares
|
$168,176
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,386
shares
|
$167,331
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,370
shares
|
$165,400
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$164,917
0.01% of portfolio
|
Q3 2023
Reduced 14.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,365
shares
|
$164,796
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,347
shares
|
$162,623
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,345
shares
|
$162,381
0.13% of portfolio
|
Q4 2024
Added 109.83%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,338
shares
|
$161,536
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,335
shares
|
$161,174
0.05% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,332
shares
|
$160,812
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,323
shares
|
$159,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
1,311
shares
|
$158,277
0.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,307
shares
|
$157,794
0.03% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$150,912
0.01% of portfolio
|
Q3 2023
Reduced 2.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,233
shares
|
$148,860
0.03% of portfolio
|
Q1 2023
Added 48.02%
|