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 2,557 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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,233
shares
|
$147,750
0.03% of portfolio
|
Q1 2023
Added 48.02%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,231
shares
|
$147,510
0.0% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,215
shares
|
$145,593
0.07% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,207
shares
|
$144,634
0.05% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,204
shares
|
$144,275
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,202
shares
|
$144,035
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,156
shares
|
$138,523
0.02% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,149
shares
|
$137,684
0.03% of portfolio
|
Q2 2025
Added 391.03%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,140
shares
|
$136,606
0.04% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,138
shares
|
$136,366
0.02% of portfolio
|
Q2 2023
Added 10.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,136
shares
|
$136,126
0.0% of portfolio
|
Q1 2024
Reduced 45.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,136
shares
|
$136,126
0.07% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,121
shares
|
$134,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,117
shares
|
$133,850
0.01% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,105
shares
|
$132,412
0.07% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,100
shares
|
$131,813
0.01% of portfolio
|
Q4 2024
Reduced 45.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
1,100
shares
|
$131,813
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,099
shares
|
$131,693
0.11% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,097
shares
|
$131,453
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,082
shares
|
$129,656
0.08% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,059
shares
|
$126,899
0.01% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,048
shares
|
$125,581
0.01% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,037
shares
|
$124,263
0.15% of portfolio
|
Q1 2025
Added 697.69%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,029
shares
|
$123,305
0.11% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
1,018
shares
|
$121,986
0.1% of portfolio
|
Q4 2023
Reduced 12.84%
|