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 |
|---|---|---|---|---|---|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
2,018
shares
|
$233,866
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,016
shares
|
$233,634
0.04% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,015
shares
|
$233,518
0.13% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,001
shares
|
$231,895
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
2,000
shares
|
$231,780
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
2,000
shares
|
$231,780
0.05% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$231,780
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,995
shares
|
$231,200
0.05% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
1,991
shares
|
$230,736
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
1,988
shares
|
$230,389
0.14% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,986
shares
|
$230,157
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,983
shares
|
$229,809
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
1,980
shares
|
$229,462
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,973
shares
|
$228,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
1,972
shares
|
$228,535
0.16% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,965
shares
|
$227,723
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,964
shares
|
$227,607
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,962
shares
|
$227,376
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,958
shares
|
$226,912
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,957
shares
|
$226,796
0.0% of portfolio
|
Q4 2024
Added 485.93%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
1,956
shares
|
$226,680
0.15% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
1,951
shares
|
$226,101
0.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,942
shares
|
$225,058
0.02% of portfolio
|
Q4 2022
Reduced 2.71%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
1,938
shares
|
$224,594
0.01% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,938
shares
|
$224,594
0.01% of portfolio
|
Q3 2024
New holding
|