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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
61
shares
|
$7,364
0.01% of portfolio
|
Q1 2025
Reduced 76.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
61
shares
|
$7,364
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$7,243
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
58
shares
|
$7,002
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$6,036
0.0% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
50
shares
|
$6,036
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
50
shares
|
$6,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$6,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
49
shares
|
$5,915
0.01% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
49
shares
|
$5,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
45
shares
|
$5,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
37
shares
|
$4,467
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$4,346
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
35
shares
|
$4,225
0.0% of portfolio
|
Q1 2025
Added 52.17%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34
shares
|
$4,104
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
34
shares
|
$4,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$4,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
33
shares
|
$3,984
0.0% of portfolio
|
Q2 2021
Reduced 63.33%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
32
shares
|
$3,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
30
shares
|
$3,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
28
shares
|
$3,380
0.0% of portfolio
|
Q4 2023
Reduced 90.28%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
27
shares
|
$3,259
0.0% of portfolio
|
Q2 2025
Reduced 90.43%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
27
shares
|
$3,259
0.0% of portfolio
|
Q4 2024
Reduced 97.8%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$3,138
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
24
shares
|
$2,897
0.0% of portfolio
|
Q4 2024
New holding
|