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 2,401 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 $57.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
2,361
shares
|
$277,393
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,357
shares
|
$276,923
0.14% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,355
shares
|
$276,688
0.03% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,348
shares
|
$275,866
0.01% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,345
shares
|
$275,514
0.01% of portfolio
|
Q4 2024
Added 22.9%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
2,344
shares
|
$275,396
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,337
shares
|
$274,574
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,331
shares
|
$273,869
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
2,317
shares
|
$272,224
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
2,312
shares
|
$271,636
0.03% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,311
shares
|
$271,519
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
2,310
shares
|
$271,401
0.12% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
2,307
shares
|
$271,049
0.08% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,300
shares
|
$270,227
0.09% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,296
shares
|
$269,757
0.02% of portfolio
|
Q2 2024
Reduced 27.64%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,293
shares
|
$269,404
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,292
shares
|
$269,287
0.08% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
2,289
shares
|
$268,934
0.07% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
2,285
shares
|
$268,464
0.08% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,279
shares
|
$267,759
0.02% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,277
shares
|
$267,524
0.12% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,275
shares
|
$267,289
0.02% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
2,270
shares
|
$266,702
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,268
shares
|
$266,467
0.01% of portfolio
|
Q4 2024
Reduced 87.2%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
2,266
shares
|
$266,232
0.03% of portfolio
|
Q3 2024
Added 6.14%
|