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 |
|---|---|---|---|---|---|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
4,311
shares
|
$506,499
0.03% of portfolio
|
Q4 2024
Added 61.52%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,308
shares
|
$506,146
0.01% of portfolio
|
Q2 2024
Added 17.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,301
shares
|
$505,324
0.09% of portfolio
|
Q2 2023
Reduced 22.56%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
4,298
shares
|
$504,972
0.28% of portfolio
|
Q4 2024
Reduced 54.58%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
4,294
shares
|
$504,502
0.07% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,277
shares
|
$502,504
0.23% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
4,262
shares
|
$500,742
0.12% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,256
shares
|
$500,037
0.03% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
4,248
shares
|
$499,097
0.15% of portfolio
|
Q4 2024
Reduced 67.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,247
shares
|
$498,980
0.12% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
4,229
shares
|
$496,865
0.21% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,228
shares
|
$496,747
0.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,227
shares
|
$496,630
0.01% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
4,226
shares
|
$496,512
0.11% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
4,220
shares
|
$495,807
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
4,206
shares
|
$494,162
0.05% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
4,205
shares
|
$494,045
0.13% of portfolio
|
Q1 2023
Reduced 8.59%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,200
shares
|
$493,458
0.05% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,197
shares
|
$493,105
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,193
shares
|
$492,635
0.4% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,178
shares
|
$490,873
0.02% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
4,178
shares
|
$490,873
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,169
shares
|
$489,815
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
4,168
shares
|
$489,698
0.2% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
4,163
shares
|
$489,110
0.08% of portfolio
|
Q4 2024
Added 28.69%
|