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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
669
shares
|
$83,745
0.04% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
667
shares
|
$83,495
0.0% of portfolio
|
Q1 2019
Reduced 66.19%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
653
shares
|
$81,742
0.01% of portfolio
|
Q3 2025
Added 84.99%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
650
shares
|
$81,367
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
642
shares
|
$80,365
0.02% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
640
shares
|
$80,115
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
639
shares
|
$79,990
0.03% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
636
shares
|
$79,614
0.03% of portfolio
|
Q1 2023
Added 7.8%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
635
shares
|
$79,489
0.09% of portfolio
|
Q1 2023
Reduced 11.81%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
634
shares
|
$79,364
0.02% of portfolio
|
Q3 2025
Reduced 52.58%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
630
shares
|
$78,863
0.01% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
625
shares
|
$78,237
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
620
shares
|
$77,611
0.01% of portfolio
|
Q3 2025
Added 16.1%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
620
shares
|
$77,611
0.04% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
602
shares
|
$75,358
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
587
shares
|
$73,480
0.04% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
586
shares
|
$73,355
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
584
shares
|
$73,105
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
570
shares
|
$71,352
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
563
shares
|
$70,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
562
shares
|
$70,351
0.05% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
559
shares
|
$69,975
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
553
shares
|
$69,224
0.02% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
542
shares
|
$67,847
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
538
shares
|
$67,346
0.0% of portfolio
|
Q3 2025
New holding
|
|