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 |
|---|---|---|---|---|---|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
2,624
shares
|
$308,293
0.22% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
2,620
shares
|
$307,823
0.01% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
2,618
shares
|
$307,588
0.2% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,615
shares
|
$307,236
0.02% of portfolio
|
Q4 2024
Reduced 99.07%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
2,612
shares
|
$306,883
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,609
shares
|
$306,531
0.06% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,607
shares
|
$306,296
0.01% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
2,605
shares
|
$306,061
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
2,603
shares
|
$305,826
0.13% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,601
shares
|
$305,591
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,590
shares
|
$304,299
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,585
shares
|
$303,711
0.2% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
2,582
shares
|
$303,359
0.35% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,581
shares
|
$303,241
0.08% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,576
shares
|
$302,654
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,562
shares
|
$301,009
0.03% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,556
shares
|
$300,304
0.05% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,556
shares
|
$300,304
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
2,554
shares
|
$300,069
0.08% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,554
shares
|
$300,069
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,550
shares
|
$299,599
0.01% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
2,549
shares
|
$299,482
0.13% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
2,547
shares
|
$299,247
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,546
shares
|
$299,129
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
2,533
shares
|
$297,602
0.16% of portfolio
|
Q4 2022
Added 0.36%
|