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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$216,482
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,857
shares
|
$215,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,857
shares
|
$215,207
0.11% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,839
shares
|
$213,121
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,830
shares
|
$212,078
0.01% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,829
shares
|
$211,962
0.01% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,826
shares
|
$211,615
0.05% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,809
shares
|
$209,645
0.05% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,797
shares
|
$208,254
0.05% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
1,796
shares
|
$208,138
0.28% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,791
shares
|
$207,558
0.06% of portfolio
|
Q2 2022
Reduced 3.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,790
shares
|
$207,443
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,781
shares
|
$206,400
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,771
shares
|
$205,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,753
shares
|
$203,155
0.04% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,752
shares
|
$203,039
0.08% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
1,748
shares
|
$202,575
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,744
shares
|
$202,112
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,741
shares
|
$201,764
0.01% of portfolio
|
Q3 2023
Added 20.82%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,733
shares
|
$200,837
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,712
shares
|
$198,403
0.04% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,709
shares
|
$198,056
0.08% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,705
shares
|
$197,592
0.06% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
1,666
shares
|
$193,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,661
shares
|
$192,493
0.1% of portfolio
|
Q2 2024
Reduced 60.23%
|