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 2,405 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 $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
28,831
shares
|
$3.39 Million
0.11% of portfolio
|
Q4 2024
Added 105.17%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
28,802
shares
|
$3.38 Million
0.37% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
28,737
shares
|
$3.38 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
28,671
shares
|
$3.37 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
28,573
shares
|
$3.36 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
28,533
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
28,463
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Reduced 56.39%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
28,453
shares
|
$3.34 Million
0.12% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
28,419
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
28,065
shares
|
$3.3 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
28,064
shares
|
$3.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
27,432
shares
|
$3.22 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
27,316
shares
|
$3.21 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Guardian Capital LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
27,266
shares
|
$3.2 Million
0.12% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
27,125
shares
|
$3.19 Million
2.55% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,684
shares
|
$3.14 Million
0.9% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
26,565
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2022
Added 1.47%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
26,541
shares
|
$3.12 Million
0.19% of portfolio
|
Q4 2024
Added 260.76%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
26,333
shares
|
$3.09 Million
0.19% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
26,322
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
26,278
shares
|
$3.09 Million
0.16% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
26,216
shares
|
$3.08 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
26,209
shares
|
$3.08 Million
0.18% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
26,162
shares
|
$3.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
26,127
shares
|
$3.07 Million
0.71% of portfolio
|
Q1 2023
Reduced 8.86%
|