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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,950
shares
|
$346,595
0.03% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,946
shares
|
$346,125
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
2,945
shares
|
$346,008
0.16% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,918
shares
|
$342,835
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
2,916
shares
|
$342,600
0.03% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,914
shares
|
$342,365
0.1% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,910
shares
|
$341,895
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
2,909
shares
|
$341,778
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,907
shares
|
$341,543
0.03% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,906
shares
|
$341,425
0.06% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
2,905
shares
|
$341,308
0.02% of portfolio
|
Q4 2024
Added 21.7%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
2,904
shares
|
$341,190
0.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,897
shares
|
$340,368
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
2,896
shares
|
$340,251
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,893
shares
|
$339,898
0.04% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
2,884
shares
|
$338,841
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,880
shares
|
$338,371
0.02% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
2,874
shares
|
$337,666
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
2,870
shares
|
$337,196
0.02% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
2,869
shares
|
$337,078
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,866
shares
|
$336,726
0.25% of portfolio
|
Q4 2023
Added 0.67%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,862
shares
|
$336,256
0.15% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,853
shares
|
$335,198
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,830
shares
|
$332,496
0.03% of portfolio
|
Q3 2023
Added 17.97%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,829
shares
|
$332,379
0.02% of portfolio
|
Q4 2024
Added 14.53%
|