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 |
|---|---|---|---|---|---|
|
Nepsis Inc.
|
Jan 21, 2025 Q4 2024 |
55,947
shares
|
$6.48 Million
0.89% of portfolio
|
Q4 2024
Added 246.87%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
55,740
shares
|
$6.46 Million
0.11% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
55,094
shares
|
$6.38 Million
0.33% of portfolio
|
Q4 2024
Added 885.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
55,026
shares
|
$6.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
54,406
shares
|
$6.31 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
54,248
shares
|
$6.29 Million
1.64% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
53,546
shares
|
$6.21 Million
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
53,328
shares
|
$6.18 Million
0.12% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
53,241
shares
|
$6.17 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
53,207
shares
|
$6.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
53,176
shares
|
$6.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
53,087
shares
|
$6.15 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
53,051
shares
|
$6.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
52,936
shares
|
$6.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
52,625
shares
|
$6.1 Million
0.24% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
52,330
shares
|
$6.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
52,275
shares
|
$6.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
52,097
shares
|
$6.04 Million
0.48% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
51,843
shares
|
$6.01 Million
0.06% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
51,794
shares
|
$6 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
51,668
shares
|
$5.99 Million
0.97% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
51,525
shares
|
$5.97 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
51,252
shares
|
$5.94 Million
0.27% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
50,709
shares
|
$5.88 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
50,205
shares
|
$5.82 Million
0.45% of portfolio
|
Q4 2024
Added 1.66%
|