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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
6,115
shares
|
$718,451
0.13% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,093
shares
|
$715,866
0.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
6,089
shares
|
$715,396
0.17% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,061
shares
|
$712,106
0.09% of portfolio
|
Q4 2024
Added 31.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,056
shares
|
$711,519
0.02% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6,047
shares
|
$710,462
0.09% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,044
shares
|
$710,109
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,042
shares
|
$709,874
0.01% of portfolio
|
Q4 2024
Added 152.7%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
6,039
shares
|
$709,522
0.05% of portfolio
|
Q1 2024
Added 15.27%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
6,029
shares
|
$708,347
0.08% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
6,022
shares
|
$707,524
0.04% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,011
shares
|
$706,232
0.18% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
6,000
shares
|
$704,940
0.19% of portfolio
|
Q4 2018
Reduced 25.0%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
5,991
shares
|
$703,882
0.02% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,980
shares
|
$702,590
0.01% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,976
shares
|
$702,120
0.12% of portfolio
|
Q3 2023
Added 1.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,975
shares
|
$702,002
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,972
shares
|
$701,650
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,953
shares
|
$699,417
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
5,952
shares
|
$699,300
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,947
shares
|
$698,713
0.01% of portfolio
|
Q4 2024
Added 12.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,945
shares
|
$698,478
0.25% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,943
shares
|
$698,243
0.06% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
5,936
shares
|
$697,420
0.06% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
5,914
shares
|
$694,835
0.03% of portfolio
|
Q4 2024
Added 70.24%
|