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 2,401 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $57.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
70,056
shares
|
$8.12 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
69,912
shares
|
$8.1 Million
0.13% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
69,529
shares
|
$8.06 Million
0.11% of portfolio
|
Q4 2024
Added 66.77%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
69,260
shares
|
$8.03 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
68,912
shares
|
$7.99 Million
0.03% of portfolio
|
Q4 2024
Added 36.98%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
68,721
shares
|
$7.96 Million
0.08% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
68,370
shares
|
$7.92 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
68,020
shares
|
$7.88 Million
1.35% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
67,854
shares
|
$7.86 Million
0.11% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
66,786
shares
|
$7.74 Million
0.17% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
66,388
shares
|
$7.69 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cincinnati Casualty CO
|
Feb 12, 2025 Q4 2024 |
66,300
shares
|
$7.68 Million
4.0% of portfolio
|
Q2 2017
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
66,265
shares
|
$7.68 Million
1.3% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
66,231
shares
|
$7.68 Million
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
66,186
shares
|
$7.67 Million
0.52% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
66,008
shares
|
$7.65 Million
0.14% of portfolio
|
Q4 2024
Added 19.58%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
65,977
shares
|
$7.65 Million
0.69% of portfolio
|
Q4 2024
Added 30.45%
|
|
|
Sone Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
65,550
shares
|
$7.6 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
65,193
shares
|
$7.56 Million
0.22% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
65,165
shares
|
$7.55 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
63,606
shares
|
$7.37 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
63,385
shares
|
$7.35 Million
0.1% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
62,808
shares
|
$7.28 Million
3.52% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
62,674
shares
|
$7.26 Million
0.02% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
62,455
shares
|
$7.24 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.53%
|