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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
3,171
shares
|
$372,560
0.05% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,171
shares
|
$372,560
0.07% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,167
shares
|
$372,090
0.13% of portfolio
|
Q2 2021
Reduced 12.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,166
shares
|
$371,973
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
3,164
shares
|
$371,738
0.14% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,161
shares
|
$371,385
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,154
shares
|
$370,563
0.11% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
3,153
shares
|
$370,445
0.06% of portfolio
|
Q4 2024
Added 68.52%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,150
shares
|
$370,093
0.33% of portfolio
|
Q4 2023
Reduced 23.34%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,147
shares
|
$369,741
0.03% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,139
shares
|
$368,801
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
3,128
shares
|
$367,508
0.19% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,122
shares
|
$366,803
0.13% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
3,106
shares
|
$364,923
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
3,102
shares
|
$364,453
0.07% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
3,100
shares
|
$364,219
0.24% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
3,097
shares
|
$363,866
0.18% of portfolio
|
Q2 2024
Reduced 24.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,096
shares
|
$363,749
0.01% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
3,095
shares
|
$363,631
0.01% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,094
shares
|
$363,514
0.14% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
3,091
shares
|
$363,161
0.18% of portfolio
|
Q4 2024
Reduced 26.54%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
3,085
shares
|
$362,456
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
3,080
shares
|
$361,869
0.06% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,079
shares
|
$361,751
0.03% of portfolio
|
Q2 2023
Added 8.99%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,077
shares
|
$361,516
0.02% of portfolio
|
Q4 2023
Reduced 0.65%
|