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 |
|---|---|---|---|---|---|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
5,914
shares
|
$694,835
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
5,912
shares
|
$694,600
0.14% of portfolio
|
Q4 2024
Added 36.32%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
5,899
shares
|
$693,073
0.41% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
5,890
shares
|
$692,016
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
5,888
shares
|
$691,781
0.12% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
5,885
shares
|
$691,428
0.06% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
5,865
shares
|
$689,078
0.04% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
5,861
shares
|
$688,608
0.27% of portfolio
|
Q4 2024
Added 23.03%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
5,850
shares
|
$687,316
0.16% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
5,827
shares
|
$684,614
0.02% of portfolio
|
Q4 2024
Added 22.8%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,818
shares
|
$683,556
0.39% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
5,803
shares
|
$681,794
0.09% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,788
shares
|
$680,032
0.1% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
5,768
shares
|
$677,682
0.04% of portfolio
|
Q4 2024
Added 49.28%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5,762
shares
|
$676,977
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,750
shares
|
$675,567
0.01% of portfolio
|
Q4 2024
Reduced 70.68%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
5,739
shares
|
$674,275
0.01% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
5,733
shares
|
$673,570
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
5,733
shares
|
$673,570
0.16% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Centre Asset Management, LLC
|
Jan 03, 2025 Q4 2024 |
5,721
shares
|
$672,160
0.14% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
5,719
shares
|
$671,925
0.03% of portfolio
|
Q4 2024
Reduced 23.28%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
5,716
shares
|
$671,572
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
5,700
shares
|
$669,693
0.17% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
5,695
shares
|
$669,105
0.07% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,683
shares
|
$667,695
0.02% of portfolio
|
Q4 2024
Added 16.89%
|