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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
15,092
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,082
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
15,054
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2022
Added 20.76%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
14,969
shares
|
$1.76 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,938
shares
|
$1.76 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
14,871
shares
|
$1.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
14,868
shares
|
$1.75 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
14,844
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 78.28%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
14,838
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
14,826
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,777
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
14,756
shares
|
$1.73 Million
0.54% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
14,743
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
14,733
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2017
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
14,698
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 25.33%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
14,672
shares
|
$1.72 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
14,641
shares
|
$1.72 Million
0.61% of portfolio
|
Q4 2024
Added 565.5%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
14,633
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 68.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,571
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
14,542
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
14,531
shares
|
$1.71 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
14,513
shares
|
$1.71 Million
0.38% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
14,375
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,275
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.29%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
14,087
shares
|
$1.66 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.18%
|