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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,993
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,865
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
9,864
shares
|
$1.16 Million
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
9,852
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
9,848
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,833
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Added 74.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
9,744
shares
|
$1.14 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
9,743
shares
|
$1.14 Million
0.28% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,738
shares
|
$1.14 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
9,736
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
9,715
shares
|
$1.14 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
9,637
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
9,637
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
9,625
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
9,596
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,594
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 69.06%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
9,560
shares
|
$1.12 Million
0.8% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
9,550
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
9,544
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2022
Added 18.43%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
9,536
shares
|
$1.12 Million
0.65% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
9,528
shares
|
$1.12 Million
0.63% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
9,506
shares
|
$1.12 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
9,491
shares
|
$1.12 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
9,474
shares
|
$1.11 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
9,471
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.49%
|