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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
14,074
shares
|
$1.65 Million
0.11% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
14,053
shares
|
$1.65 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
14,049
shares
|
$1.65 Million
0.56% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
13,997
shares
|
$1.64 Million
0.11% of portfolio
|
Q1 2022
Reduced 0.36%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
13,907
shares
|
$1.63 Million
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
13,844
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
13,800
shares
|
$1.62 Million
0.6% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
13,787
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 65.53%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
13,716
shares
|
$1.61 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
13,706
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2024
Added 52.15%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,693
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
13,668
shares
|
$1.61 Million
0.78% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
13,666
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
13,651
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
13,637
shares
|
$1.6 Million
0.97% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
13,629
shares
|
$1.6 Million
0.29% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
13,605
shares
|
$1.6 Million
0.41% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,575
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
13,483
shares
|
$1.58 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
13,373
shares
|
$1.57 Million
0.22% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
13,325
shares
|
$1.57 Million
1.27% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,292
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
13,196
shares
|
$1.55 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
13,177
shares
|
$1.55 Million
0.13% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
13,131
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 33.64%
|