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 |
|---|---|---|---|---|---|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
112
shares
|
$13,420
0.01% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111
shares
|
$13,301
0.0% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
109
shares
|
$13,061
0.01% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
108
shares
|
$12,941
0.0% of portfolio
|
Q4 2023
Reduced 32.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
107
shares
|
$12,821
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
104
shares
|
$12,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
101
shares
|
$12,102
0.01% of portfolio
|
Q1 2024
Added 98.04%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$11,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$11,983
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$11,983
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
100
shares
|
$11,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
100
shares
|
$11,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
100
shares
|
$11,983
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$11,983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
92
shares
|
$11,024
0.01% of portfolio
|
Q1 2025
Added 217.24%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
91
shares
|
$10,904
0.01% of portfolio
|
Q4 2024
Reduced 84.44%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
89
shares
|
$10,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
86
shares
|
$10,305
0.0% of portfolio
|
Q1 2025
Added 207.14%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
84
shares
|
$10,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
81
shares
|
$9,706
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
79
shares
|
$9,466
0.0% of portfolio
|
Q1 2025
Reduced 72.57%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
71
shares
|
$8,507
0.0% of portfolio
|
Q1 2025
Added 61.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
66
shares
|
$7,908
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
63
shares
|
$7,549
0.0% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
63
shares
|
$7,549
0.01% of portfolio
|
Q3 2024
New holding
|