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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
12,497
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
12,446
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
12,422
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
12,378
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
12,357
shares
|
$1.45 Million
0.2% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
12,347
shares
|
$1.45 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,322
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,320
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,316
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,278
shares
|
$1.44 Million
0.17% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,278
shares
|
$1.44 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
12,263
shares
|
$1.44 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,239
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2022
Added 6.81%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
12,229
shares
|
$1.44 Million
0.36% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
12,225
shares
|
$1.44 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
12,222
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 416.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,172
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
12,158
shares
|
$1.43 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
12,058
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,037
shares
|
$1.41 Million
0.41% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
12,033
shares
|
$1.41 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
12,009
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
12,000
shares
|
$1.41 Million
0.33% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,957
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
11,949
shares
|
$1.4 Million
0.49% of portfolio
|
Q1 2024
Added 1.89%
|