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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
8,369
shares
|
$983,273
0.06% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,350
shares
|
$981,041
0.24% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
8,348
shares
|
$980,806
0.02% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
8,342
shares
|
$980,101
0.07% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,330
shares
|
$978,691
0.21% of portfolio
|
Q1 2022
Added 0.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
8,319
shares
|
$977,399
0.03% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
8,310
shares
|
$976,341
0.65% of portfolio
|
Q2 2022
Added 4.28%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,284
shares
|
$973,287
0.02% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
8,252
shares
|
$969,527
0.05% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,195
shares
|
$962,830
0.06% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
8,169
shares
|
$959,775
0.26% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
8,159
shares
|
$958,600
0.47% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
8,144
shares
|
$956,838
0.16% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
8,132
shares
|
$955,428
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
8,111
shares
|
$952,961
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
8,099
shares
|
$951,551
0.06% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
8,078
shares
|
$949,084
0.18% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
8,074
shares
|
$948,614
0.02% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,068
shares
|
$947,909
0.58% of portfolio
|
Q2 2023
Reduced 3.47%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,068
shares
|
$947,909
0.08% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
8,057
shares
|
$946,616
0.5% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
8,050
shares
|
$945,794
0.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
8,029
shares
|
$943,327
0.75% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
8,011
shares
|
$941,212
0.15% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,005
shares
|
$940,507
0.02% of portfolio
|
Q4 2024
Reduced 44.96%
|