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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
11,919
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,894
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
11,851
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2024
Reduced 26.24%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
11,840
shares
|
$1.39 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
11,835
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,828
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
11,708
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
11,688
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
11,684
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2023
Added 0.39%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
11,593
shares
|
$1.36 Million
0.23% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
11,575
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
11,549
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,517
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
11,510
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
11,493
shares
|
$1.35 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
11,460
shares
|
$1.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
11,458
shares
|
$1.35 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
11,444
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Added 96.06%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
11,442
shares
|
$1.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
11,410
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,403
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
11,378
shares
|
$1.34 Million
0.61% of portfolio
|
Q4 2023
Added 0.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
11,358
shares
|
$1.33 Million
0.27% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,338
shares
|
$1.33 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
11,305
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 10.97%
|