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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,870
shares
|
$572,176
0.07% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
4,869
shares
|
$572,058
0.24% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
4,868
shares
|
$571,941
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
4,864
shares
|
$571,471
0.26% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
4,862
shares
|
$571,236
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,856
shares
|
$570,531
0.03% of portfolio
|
Q4 2024
Added 56.14%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,855
shares
|
$570,413
0.06% of portfolio
|
Q3 2024
Added 60.23%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,853
shares
|
$570,178
0.47% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
4,849
shares
|
$569,709
0.14% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
4,848
shares
|
$569,591
0.19% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
4,848
shares
|
$569,591
0.02% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
4,844
shares
|
$569,121
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
4,818
shares
|
$566,066
0.03% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,818
shares
|
$566,066
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
4,810
shares
|
$565,126
0.14% of portfolio
|
Q1 2021
Added 39.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
4,807
shares
|
$564,774
0.02% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
4,805
shares
|
$564,539
0.07% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,786
shares
|
$562,307
0.01% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
4,773
shares
|
$560,779
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
4,770
shares
|
$560,427
0.03% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,763
shares
|
$559,604
0.03% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
4,751
shares
|
$558,194
0.9% of portfolio
|
Q3 2022
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
4,735
shares
|
$556,315
0.04% of portfolio
|
Q4 2024
Added 22.6%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,716
shares
|
$554,082
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,707
shares
|
$553,025
0.01% of portfolio
|
Q4 2024
Added 2.82%
|