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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
24,326
shares
|
$2.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
24,286
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
24,231
shares
|
$2.85 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
24,175
shares
|
$2.84 Million
1.52% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
24,138
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
24,108
shares
|
$2.83 Million
1.84% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
23,984
shares
|
$2.82 Million
0.16% of portfolio
|
Q3 2022
Added 1.4%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,958
shares
|
$2.81 Million
0.18% of portfolio
|
Q2 2022
Added 9.02%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
23,956
shares
|
$2.81 Million
0.13% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
23,932
shares
|
$2.81 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
23,918
shares
|
$2.81 Million
0.87% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,680
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
23,585
shares
|
$2.77 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
23,583
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23,545
shares
|
$2.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
23,475
shares
|
$2.76 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,345
shares
|
$2.74 Million
0.32% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
23,248
shares
|
$2.73 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
23,237
shares
|
$2.73 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,189
shares
|
$2.72 Million
0.28% of portfolio
|
Q4 2022
Added 1.34%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
23,078
shares
|
$2.71 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
22,944
shares
|
$2.7 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
22,883
shares
|
$2.69 Million
0.5% of portfolio
|
Q4 2024
Added 51.76%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
22,845
shares
|
$2.68 Million
0.4% of portfolio
|
Q4 2022
Reduced 38.52%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
22,812
shares
|
$2.68 Million
1.15% of portfolio
|
Q4 2024
Reduced 16.36%
|