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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,017
shares
|
$121,867
0.11% of portfolio
|
Q1 2025
Added 1110.71%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
999
shares
|
$119,710
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
977
shares
|
$117,073
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
974
shares
|
$116,714
0.08% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
954
shares
|
$114,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
941
shares
|
$112,760
0.03% of portfolio
|
Q1 2025
Reduced 20.99%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
940
shares
|
$112,640
0.02% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
937
shares
|
$112,280
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
929
shares
|
$111,322
0.04% of portfolio
|
Q3 2023
Added 268.65%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
914
shares
|
$109,524
0.04% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
910
shares
|
$109,045
0.07% of portfolio
|
Q2 2022
Reduced 57.1%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
898
shares
|
$107,607
0.18% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
896
shares
|
$107,367
0.0% of portfolio
|
Q2 2021
Reduced 20.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
877
shares
|
$105,090
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
872
shares
|
$104,491
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
870
shares
|
$104,252
0.03% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
869
shares
|
$104,132
0.01% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
862
shares
|
$103,293
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
845
shares
|
$101,256
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
807
shares
|
$96,702
0.05% of portfolio
|
Q2 2025
Added 162.87%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
800
shares
|
$95,864
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
798
shares
|
$95,624
0.09% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
787
shares
|
$94,306
0.03% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
786
shares
|
$94,186
0.04% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
776
shares
|
$92,988
0.06% of portfolio
|
Q1 2025
Added 5.43%
|