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 2,556 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
367
shares
|
$44,307
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
365
shares
|
$44,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
362
shares
|
$43,704
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
357
shares
|
$43,100
0.01% of portfolio
|
Q1 2025
Added 357.69%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
353
shares
|
$42,617
0.01% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
348
shares
|
$42,014
0.03% of portfolio
|
Q2 2023
Reduced 36.5%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
347
shares
|
$41,893
0.02% of portfolio
|
Q2 2022
Reduced 16.79%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
346
shares
|
$41,772
0.0% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
343
shares
|
$41,410
0.02% of portfolio
|
Q4 2022
Added 41.15%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
343
shares
|
$41,410
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
343
shares
|
$41,410
0.03% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
333
shares
|
$40,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
333
shares
|
$40,203
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
332
shares
|
$40,082
0.01% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
332
shares
|
$40,082
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
331
shares
|
$39,961
0.01% of portfolio
|
Q1 2025
Reduced 29.72%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
330
shares
|
$39,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
330
shares
|
$39,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
324
shares
|
$39,116
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
324
shares
|
$39,116
0.01% of portfolio
|
Q3 2024
Added 116.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
318
shares
|
$38,392
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
317
shares
|
$38,271
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
316
shares
|
$38,150
0.02% of portfolio
|
Q1 2023
Reduced 0.94%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
308
shares
|
$37,184
0.01% of portfolio
|
Q4 2024
Added 366.67%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
304
shares
|
$36,701
0.2% of portfolio
|
Q1 2025
New holding
|