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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,265
shares
|
$383,604
0.07% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,264
shares
|
$383,487
0.08% of portfolio
|
Q1 2024
Reduced 10.82%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
3,263
shares
|
$383,369
0.23% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
3,262
shares
|
$383,252
0.1% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,260
shares
|
$383,017
0.23% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
3,245
shares
|
$381,255
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
3,245
shares
|
$381,255
0.02% of portfolio
|
Q4 2024
Reduced 93.29%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,244
shares
|
$381,137
0.15% of portfolio
|
Q4 2021
Reduced 6.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,241
shares
|
$380,785
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,239
shares
|
$380,550
0.07% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,234
shares
|
$379,962
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
3,233
shares
|
$379,845
0.14% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
3,230
shares
|
$379,492
0.03% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
3,221
shares
|
$378,435
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,200
shares
|
$375,968
0.03% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,196
shares
|
$375,498
0.04% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,196
shares
|
$375,498
0.03% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,196
shares
|
$375,498
0.02% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,194
shares
|
$375,263
0.17% of portfolio
|
Q2 2023
Added 43.1%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,191
shares
|
$374,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,182
shares
|
$373,853
0.02% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
3,181
shares
|
$373,735
0.16% of portfolio
|
Q4 2024
Added 14.18%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
3,179
shares
|
$373,500
0.12% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,179
shares
|
$373,500
0.09% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
3,177
shares
|
$373,265
0.06% of portfolio
|
Q3 2024
Added 0.86%
|