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 |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
500
shares
|
$59,915
0.04% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
500
shares
|
$59,915
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
497
shares
|
$59,555
0.02% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
494
shares
|
$59,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
487
shares
|
$58,357
0.04% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
486
shares
|
$58,237
0.04% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
456
shares
|
$54,642
0.02% of portfolio
|
Q2 2025
Added 28.45%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
456
shares
|
$54,642
0.04% of portfolio
|
Q2 2024
Added 623.81%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
452
shares
|
$54,163
0.02% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
443
shares
|
$53,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
441
shares
|
$52,845
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
437
shares
|
$52,365
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
430
shares
|
$51,526
0.0% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
429
shares
|
$51,407
0.02% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
425
shares
|
$50,927
0.04% of portfolio
|
Q1 2025
Added 46.55%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
424
shares
|
$50,807
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
403
shares
|
$48,291
0.05% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
400
shares
|
$47,932
0.04% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
399
shares
|
$47,812
0.03% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
398
shares
|
$47,692
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
381
shares
|
$45,655
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
376
shares
|
$45,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
374
shares
|
$44,816
0.02% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
368
shares
|
$44,097
0.02% of portfolio
|
Q2 2023
Reduced 11.96%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
367
shares
|
$43,977
0.03% of portfolio
|
Q4 2024
New holding
|