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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
2,819
shares
|
$331,204
0.03% of portfolio
|
Q4 2024
Reduced 43.69%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
2,811
shares
|
$330,264
0.13% of portfolio
|
Q4 2024
Reduced 30.06%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,810
shares
|
$330,146
0.01% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
2,809
shares
|
$330,029
0.09% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,807
shares
|
$329,794
0.03% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
2,806
shares
|
$329,676
0.04% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,798
shares
|
$328,737
0.01% of portfolio
|
Q3 2022
Added 38.72%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
2,794
shares
|
$328,267
0.07% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,787
shares
|
$327,444
0.03% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
2,785
shares
|
$327,209
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,784
shares
|
$327,092
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,782
shares
|
$326,857
0.06% of portfolio
|
Q2 2024
Added 7.95%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
2,775
shares
|
$326,034
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,774
shares
|
$325,917
0.06% of portfolio
|
Q4 2024
Added 36.38%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
2,774
shares
|
$325,917
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
2,765
shares
|
$324,859
0.21% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,760
shares
|
$324,272
0.57% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
2,755
shares
|
$323,684
0.05% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,753
shares
|
$323,449
0.13% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
2,749
shares
|
$322,980
0.03% of portfolio
|
Q4 2023
Reduced 5.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
2,748
shares
|
$322,862
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
2,748
shares
|
$322,862
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
2,746
shares
|
$322,627
0.04% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,743
shares
|
$322,275
0.11% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,739
shares
|
$321,805
0.29% of portfolio
|
Q4 2024
New holding
|