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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
611
shares
|
$73,216
0.06% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
599
shares
|
$71,778
0.01% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
598
shares
|
$71,658
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
586
shares
|
$70,220
0.02% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
586
shares
|
$70,220
0.02% of portfolio
|
Q4 2024
Added 263.98%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
584
shares
|
$69,980
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
578
shares
|
$69,261
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
572
shares
|
$68,542
0.03% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
570
shares
|
$68,303
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
567
shares
|
$67,943
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
563
shares
|
$67,464
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
562
shares
|
$67,344
0.05% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
555
shares
|
$66,505
0.07% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
553
shares
|
$66,265
0.02% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
535
shares
|
$64,109
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
534
shares
|
$63,989
0.04% of portfolio
|
Q1 2025
Added 22.48%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
526
shares
|
$63,030
0.01% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
523
shares
|
$62,671
0.01% of portfolio
|
Q4 2024
Added 118.83%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
521
shares
|
$62,431
0.01% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
521
shares
|
$62,431
0.01% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
520
shares
|
$62,311
0.0% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
514
shares
|
$61,592
0.03% of portfolio
|
Q4 2023
Reduced 11.84%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
512
shares
|
$61,352
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
510
shares
|
$61,113
0.03% of portfolio
|
Q2 2025
Added 96.15%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
504
shares
|
$60,394
0.06% of portfolio
|
Q2 2025
Reduced 35.63%
|