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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
9,428
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,421
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
9,413
shares
|
$1.11 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
9,376
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
9,335
shares
|
$1.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,262
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,259
shares
|
$1.09 Million
0.2% of portfolio
|
Q4 2024
Added 1185.97%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
9,254
shares
|
$1.09 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
9,220
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
9,195
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
9,177
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,143
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
9,128
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
9,104
shares
|
$1.07 Million
0.52% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,099
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,089
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,062
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2023
Added 53.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,057
shares
|
$1.06 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
9,032
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
9,030
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
8,973
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
8,964
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
8,956
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2024
Added 39.26%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
8,935
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
8,925
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.9%
|