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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,264
shares
|
$265,997
0.09% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
2,263
shares
|
$265,879
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
2,262
shares
|
$265,762
0.03% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
2,258
shares
|
$265,292
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
2,253
shares
|
$264,704
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
2,250
shares
|
$264,352
0.04% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,248
shares
|
$264,117
0.14% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,230
shares
|
$262,002
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
2,229
shares
|
$261,885
0.08% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,229
shares
|
$261,885
0.06% of portfolio
|
Q4 2022
Added 1.78%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
2,224
shares
|
$261,297
0.12% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,224
shares
|
$261,297
0.09% of portfolio
|
Q2 2022
Reduced 1.59%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,218
shares
|
$260,592
0.07% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,217
shares
|
$260,475
0.08% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,212
shares
|
$259,887
0.02% of portfolio
|
Q4 2024
Reduced 68.94%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,205
shares
|
$259,065
0.15% of portfolio
|
Q1 2023
Added 12.85%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
2,195
shares
|
$257,890
0.02% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,191
shares
|
$257,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,190
shares
|
$257,303
0.02% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
2,190
shares
|
$257,303
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,184
shares
|
$256,598
0.04% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
2,182
shares
|
$256,363
0.04% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,182
shares
|
$256,363
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
2,178
shares
|
$255,893
0.12% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
2,175
shares
|
$255,540
0.06% of portfolio
|
Q2 2024
Reduced 31.5%
|