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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,661
shares
|
$192,493
0.06% of portfolio
|
Q2 2024
Reduced 13.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,652
shares
|
$191,450
0.06% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,651
shares
|
$191,334
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,636
shares
|
$189,596
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,617
shares
|
$187,394
0.06% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,614
shares
|
$187,046
0.11% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,595
shares
|
$184,844
0.04% of portfolio
|
Q4 2024
Added 380.42%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,547
shares
|
$179,281
0.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,536
shares
|
$178,007
0.01% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,523
shares
|
$176,500
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
1,518
shares
|
$175,921
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$173,835
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
1,499
shares
|
$173,719
0.01% of portfolio
|
Q1 2024
Reduced 8.15%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
1,493
shares
|
$173,023
0.14% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,482
shares
|
$171,748
0.03% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
1,464
shares
|
$169,662
0.05% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
1,445
shares
|
$167,461
0.74% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,408
shares
|
$163,173
0.02% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,395
shares
|
$161,666
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,387
shares
|
$160,739
0.01% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,380
shares
|
$159,928
0.01% of portfolio
|
Q4 2024
Reduced 79.61%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$158,305
0.01% of portfolio
|
Q3 2023
Reduced 14.25%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
1,365
shares
|
$158,189
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,348
shares
|
$156,219
0.01% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,346
shares
|
$155,987
0.03% of portfolio
|
Q4 2024
New holding
|