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 2,673 institutions that hold shares in the stock, with a total of 557 Million shares, which have been reported (via 13F filing form) to have a value of $69.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
845
shares
|
$105,777
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
827
shares
|
$103,523
0.02% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
808
shares
|
$101,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
800
shares
|
$100,144
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
793
shares
|
$99,267
0.08% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
787
shares
|
$98,516
0.03% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
784
shares
|
$98,141
0.04% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
780
shares
|
$97,640
0.07% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
777
shares
|
$97,264
0.05% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
775
shares
|
$97,014
0.01% of portfolio
|
Q3 2025
Added 8511.11%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
771
shares
|
$96,513
0.02% of portfolio
|
Q2 2025
Added 35.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
767
shares
|
$96,013
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
764
shares
|
$95,637
0.01% of portfolio
|
Q3 2025
Added 27.76%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
763
shares
|
$95,512
0.01% of portfolio
|
Q4 2023
Reduced 10.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
750
shares
|
$93,885
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
745
shares
|
$93,259
0.02% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
742
shares
|
$92,883
0.02% of portfolio
|
Q3 2025
Added 134.07%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
739
shares
|
$92,508
0.03% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
733
shares
|
$91,756
0.2% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
721
shares
|
$90,254
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
713
shares
|
$89,253
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
690
shares
|
$86,374
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
688
shares
|
$86,123
0.02% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
673
shares
|
$84,246
0.07% of portfolio
|
Q2 2025
Reduced 55.67%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
670
shares
|
$83,870
0.05% of portfolio
|
Q3 2025
New holding
|
|