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 Merchants Corp
|
Jan 30, 2025 Q4 2024 |
2,532
shares
|
$297,484
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
2,530
shares
|
$297,249
0.11% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,525
shares
|
$296,662
0.1% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
2,524
shares
|
$296,544
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
2,521
shares
|
$296,192
0.13% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
2,516
shares
|
$295,604
0.16% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,512
shares
|
$295,134
0.06% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,506
shares
|
$294,429
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,505
shares
|
$294,312
0.02% of portfolio
|
Q2 2024
Reduced 35.29%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
2,505
shares
|
$294,312
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
2,500
shares
|
$293,725
0.07% of portfolio
|
Q3 2020
New holding
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$293,725
0.17% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,500
shares
|
$293,725
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
2,489
shares
|
$292,432
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,487
shares
|
$292,197
0.13% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
2,485
shares
|
$291,962
0.02% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,485
shares
|
$291,962
0.08% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,485
shares
|
$291,962
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,480
shares
|
$291,375
0.05% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
2,476
shares
|
$290,905
0.07% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
2,476
shares
|
$290,905
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
2,474
shares
|
$290,670
0.08% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,473
shares
|
$290,552
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,469
shares
|
$290,082
0.03% of portfolio
|
Q4 2024
Reduced 80.62%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,469
shares
|
$290,082
0.16% of portfolio
|
Q2 2024
New holding
|