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 |
|---|---|---|---|---|---|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
45,962
shares
|
$5.33 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,834
shares
|
$5.31 Million
0.03% of portfolio
|
Q4 2024
Added 69.67%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
45,600
shares
|
$5.28 Million
0.04% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
45,353
shares
|
$5.26 Million
1.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
44,983
shares
|
$5.21 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
44,771
shares
|
$5.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
44,602
shares
|
$5.17 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
44,479
shares
|
$5.15 Million
0.05% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
44,228
shares
|
$5.13 Million
0.9% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
44,187
shares
|
$5.12 Million
1.34% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,880
shares
|
$5.09 Million
0.03% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
43,584
shares
|
$5.05 Million
0.1% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
43,309
shares
|
$5.02 Million
0.75% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
42,791
shares
|
$4.96 Million
0.04% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,680
shares
|
$4.95 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
42,582
shares
|
$4.93 Million
0.07% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
42,444
shares
|
$4.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
42,428
shares
|
$4.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
42,226
shares
|
$4.89 Million
0.01% of portfolio
|
Q2 2023
Reduced 65.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
41,998
shares
|
$4.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
41,994
shares
|
$4.87 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
41,931
shares
|
$4.86 Million
0.94% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
41,812
shares
|
$4.85 Million
0.33% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
41,726
shares
|
$4.84 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
41,697
shares
|
$4.83 Million
0.34% of portfolio
|
Q4 2024
New holding
|