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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,680
shares
|
$667,343
0.07% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,676
shares
|
$666,873
0.52% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,642
shares
|
$662,878
0.21% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,635
shares
|
$662,056
0.05% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
5,634
shares
|
$661,938
0.22% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,631
shares
|
$661,586
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
5,617
shares
|
$659,941
0.06% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
5,597
shares
|
$657,591
0.59% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
5,582
shares
|
$655,829
0.14% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
5,565
shares
|
$653,831
0.09% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,561
shares
|
$653,361
0.09% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,543
shares
|
$651,247
0.02% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,541
shares
|
$651,012
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
5,541
shares
|
$651,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,537
shares
|
$650,542
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
5,533
shares
|
$650,072
0.28% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
5,459
shares
|
$641,377
0.3% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,454
shares
|
$640,790
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,448
shares
|
$640,085
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
5,399
shares
|
$634,328
0.29% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
5,395
shares
|
$633,858
0.03% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,387
shares
|
$632,918
0.34% of portfolio
|
Q4 2024
Added 33.87%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
5,379
shares
|
$631,978
0.01% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,358
shares
|
$629,511
0.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
5,351
shares
|
$628,688
0.04% of portfolio
|
Q4 2024
Added 21.2%
|