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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,142
shares
|
$2.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,034
shares
|
$2.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,983
shares
|
$2.47 Million
0.69% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
20,959
shares
|
$2.46 Million
0.63% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
20,956
shares
|
$2.46 Million
1.36% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
20,950
shares
|
$2.46 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
20,910
shares
|
$2.46 Million
0.55% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
20,904
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2022
Added 59.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,877
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
20,815
shares
|
$2.45 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
20,813
shares
|
$2.45 Million
0.17% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
20,761
shares
|
$2.44 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
20,740
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
20,713
shares
|
$2.43 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
20,695
shares
|
$2.43 Million
0.02% of portfolio
|
Q1 2022
Reduced 41.99%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
20,449
shares
|
$2.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,431
shares
|
$2.4 Million
1.29% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
20,365
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
20,338
shares
|
$2.39 Million
0.16% of portfolio
|
Q4 2024
Reduced 35.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
20,255
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
20,230
shares
|
$2.38 Million
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,105
shares
|
$2.36 Million
0.74% of portfolio
|
Q4 2024
Added 18.91%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
20,036
shares
|
$2.35 Million
1.43% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
20,000
shares
|
$2.35 Million
3.53% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
19,944
shares
|
$2.34 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.28%
|