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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
13,062
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
13,042
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,025
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
13,017
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
13,002
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
13,000
shares
|
$1.53 Million
1.16% of portfolio
|
Q1 2024
Reduced 98.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
12,983
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2024
Added 29.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
12,974
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
12,959
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
12,919
shares
|
$1.52 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
12,873
shares
|
$1.51 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
12,865
shares
|
$1.51 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,852
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Feb 24, 2025 Q4 2024 |
12,847
shares
|
$1.51 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,834
shares
|
$1.51 Million
0.21% of portfolio
|
Q1 2024
Added 24.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,781
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
12,743
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 26.36%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
12,698
shares
|
$1.49 Million
0.42% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,678
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
12,674
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
12,598
shares
|
$1.48 Million
0.36% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
12,583
shares
|
$1.48 Million
0.81% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
12,534
shares
|
$1.47 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
12,516
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
12,499
shares
|
$1.47 Million
0.29% of portfolio
|
Q4 2020
Reduced 63.89%
|