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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
15,729
shares
|
$1.85 Million
0.26% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
15,668
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,634
shares
|
$1.84 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.46%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
15,594
shares
|
$1.83 Million
0.18% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
15,592
shares
|
$1.83 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
15,573
shares
|
$1.83 Million
0.21% of portfolio
|
Q3 2022
Reduced 9.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
15,557
shares
|
$1.83 Million
0.49% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,548
shares
|
$1.83 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
15,541
shares
|
$1.83 Million
0.17% of portfolio
|
Q4 2024
Added 132.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
15,533
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,530
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
15,524
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
15,521
shares
|
$1.82 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,517
shares
|
$1.82 Million
0.14% of portfolio
|
Q4 2024
Reduced 98.62%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
15,446
shares
|
$1.81 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,406
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
15,404
shares
|
$1.81 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
15,336
shares
|
$1.8 Million
0.22% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
15,330
shares
|
$1.8 Million
0.92% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
15,299
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
15,257
shares
|
$1.79 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
15,217
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
15,150
shares
|
$1.78 Million
0.34% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
15,130
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,128
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.7%
|