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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
768
shares
|
$92,029
0.05% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
767
shares
|
$91,909
0.03% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$91,430
0.01% of portfolio
|
Q4 2023
Reduced 10.02%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
760
shares
|
$91,070
0.02% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
753
shares
|
$90,231
0.14% of portfolio
|
Q1 2025
Reduced 58.07%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
740
shares
|
$88,674
0.02% of portfolio
|
Q1 2025
Reduced 37.76%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
739
shares
|
$88,554
0.04% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
739
shares
|
$88,554
0.04% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
734
shares
|
$87,955
0.02% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
721
shares
|
$86,397
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
720
shares
|
$86,277
0.27% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
686
shares
|
$82,203
0.0% of portfolio
|
Q1 2025
Added 63.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
675
shares
|
$80,885
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
667
shares
|
$79,926
0.0% of portfolio
|
Q1 2019
Reduced 66.19%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
650
shares
|
$77,889
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
649
shares
|
$77,769
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
640
shares
|
$76,691
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
636
shares
|
$76,211
0.03% of portfolio
|
Q1 2023
Added 7.8%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
635
shares
|
$76,092
0.09% of portfolio
|
Q1 2023
Reduced 11.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
635
shares
|
$76,092
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
634
shares
|
$75,972
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
633
shares
|
$75,852
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
632
shares
|
$75,732
0.03% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
630
shares
|
$75,492
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
620
shares
|
$74,294
0.04% of portfolio
|
Q4 2024
Added 5.62%
|