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 |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,797
shares
|
$446,109
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,791
shares
|
$445,404
0.02% of portfolio
|
Q4 2024
Reduced 78.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,790
shares
|
$445,287
0.04% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,788
shares
|
$445,052
0.03% of portfolio
|
Q4 2023
Reduced 5.91%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,782
shares
|
$444,347
0.06% of portfolio
|
Q4 2024
Added 62.04%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,782
shares
|
$444,347
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
3,778
shares
|
$443,877
0.25% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
3,759
shares
|
$441,644
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
3,756
shares
|
$441,292
0.09% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
3,748
shares
|
$440,352
0.01% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
3,748
shares
|
$440,352
0.3% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
3,745
shares
|
$440,000
0.12% of portfolio
|
Q2 2024
Added 13.66%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
3,743
shares
|
$439,765
0.01% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,742
shares
|
$439,647
0.02% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,736
shares
|
$438,942
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,730
shares
|
$438,237
0.03% of portfolio
|
Q4 2024
Added 33.79%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
3,726
shares
|
$437,767
0.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,722
shares
|
$437,297
0.06% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
3,716
shares
|
$436,592
0.31% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3,711
shares
|
$436,005
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,707
shares
|
$435,535
0.04% of portfolio
|
Q2 2024
Reduced 13.29%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
3,702
shares
|
$434,947
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
3,700
shares
|
$434,713
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,693
shares
|
$433,890
0.26% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,682
shares
|
$432,598
0.07% of portfolio
|
Q4 2024
Reduced 5.08%
|