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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
10,650
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
10,604
shares
|
$1.25 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
10,583
shares
|
$1.24 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
10,567
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
10,545
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,510
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,490
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,477
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
10,460
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
10,399
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
10,346
shares
|
$1.22 Million
0.41% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,329
shares
|
$1.21 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,327
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
10,263
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
10,201
shares
|
$1.2 Million
0.14% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,167
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 58.12%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
10,159
shares
|
$1.19 Million
1.98% of portfolio
|
Q4 2022
Added 5.78%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
10,127
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
10,113
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
10,059
shares
|
$1.18 Million
0.45% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
10,047
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
10,028
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,019
shares
|
$1.18 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,004
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2023
New holding
|