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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
300
shares
|
$35,949
0.01% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
290
shares
|
$34,750
0.01% of portfolio
|
Q1 2024
Reduced 27.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
290
shares
|
$34,750
0.01% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
288
shares
|
$34,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
286
shares
|
$34,271
0.01% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
286
shares
|
$34,271
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
284
shares
|
$34,031
0.0% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
263
shares
|
$31,515
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
260
shares
|
$31,155
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
253
shares
|
$30,316
0.04% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
250
shares
|
$29,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
244
shares
|
$29,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
240
shares
|
$28,759
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
240
shares
|
$28,759
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
240
shares
|
$28,759
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
237
shares
|
$28,399
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
231
shares
|
$27,680
0.01% of portfolio
|
Q4 2022
Added 84.8%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
227
shares
|
$27,201
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
227
shares
|
$27,201
0.01% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
226
shares
|
$27,081
0.01% of portfolio
|
Q2 2022
Reduced 27.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
223
shares
|
$26,722
0.0% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
223
shares
|
$26,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
222
shares
|
$26,602
0.02% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
221
shares
|
$26,482
0.01% of portfolio
|
Q1 2025
Reduced 69.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
220
shares
|
$26,362
0.01% of portfolio
|
Q2 2025
Reduced 34.13%
|