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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
5,065
shares
|
$595,086
0.37% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,064
shares
|
$594,969
0.04% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,057
shares
|
$594,146
0.02% of portfolio
|
Q4 2024
Added 58.18%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
5,057
shares
|
$594,146
0.28% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,055
shares
|
$593,911
0.21% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,053
shares
|
$593,676
0.11% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
5,050
shares
|
$593,324
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,035
shares
|
$591,562
0.09% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,029
shares
|
$590,857
0.28% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,015
shares
|
$589,212
0.03% of portfolio
|
Q4 2022
Added 0.04%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,013
shares
|
$588,977
0.16% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
5,008
shares
|
$588,389
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,003
shares
|
$587,802
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,002
shares
|
$587,684
0.1% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,988
shares
|
$586,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
4,983
shares
|
$585,452
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
4,976
shares
|
$584,630
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
4,969
shares
|
$583,807
0.11% of portfolio
|
Q4 2024
Added 31.98%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
4,935
shares
|
$579,813
0.09% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
4,930
shares
|
$579,225
0.43% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,927
shares
|
$578,873
0.11% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,899
shares
|
$575,583
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,886
shares
|
$574,056
0.11% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,884
shares
|
$573,821
0.05% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,870
shares
|
$572,176
0.05% of portfolio
|
Q4 2024
Reduced 1.89%
|