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 |
|---|---|---|---|---|---|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
8,003
shares
|
$940,272
0.57% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
7,999
shares
|
$939,802
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
7,992
shares
|
$938,980
0.21% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
7,977
shares
|
$937,217
0.76% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,967
shares
|
$936,042
0.16% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
7,964
shares
|
$935,690
0.1% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
7,959
shares
|
$935,102
0.05% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
7,924
shares
|
$930,990
0.36% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
7,888
shares
|
$926,761
0.04% of portfolio
|
N/A
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
7,849
shares
|
$922,179
0.15% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
7,819
shares
|
$918,654
0.03% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,802
shares
|
$916,656
0.02% of portfolio
|
Q3 2022
Added 202.87%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
7,794
shares
|
$915,717
0.45% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
7,782
shares
|
$914,307
0.21% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
7,718
shares
|
$906,787
0.07% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
7,714
shares
|
$906,317
0.14% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
7,690
shares
|
$903,498
0.66% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
7,675
shares
|
$901,735
0.83% of portfolio
|
Q2 2024
Reduced 99.0%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
7,675
shares
|
$901,735
0.29% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
7,643
shares
|
$897,976
0.01% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,640
shares
|
$897,623
0.19% of portfolio
|
Q1 2023
Reduced 11.55%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
7,610
shares
|
$894,098
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
7,594
shares
|
$892,219
0.19% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
7,546
shares
|
$886,579
0.08% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,541
shares
|
$885,992
0.05% of portfolio
|
Q4 2024
Added 253.04%
|