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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,097
shares
|
$127,131
0.07% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,097
shares
|
$127,131
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,082
shares
|
$125,392
0.04% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,082
shares
|
$125,392
0.07% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,071
shares
|
$124,118
0.04% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,064
shares
|
$123,306
0.07% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,059
shares
|
$122,727
0.01% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
1,050
shares
|
$121,684
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,038
shares
|
$120,293
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
1,029
shares
|
$119,250
0.1% of portfolio
|
Q2 2023
Reduced 2.37%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
1,018
shares
|
$117,976
0.09% of portfolio
|
Q4 2023
Reduced 12.84%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$115,890
0.02% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
977
shares
|
$113,224
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
974
shares
|
$112,876
0.08% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
972
shares
|
$112,645
0.02% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
961
shares
|
$111,370
0.04% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
940
shares
|
$108,936
0.03% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
929
shares
|
$107,661
0.04% of portfolio
|
Q3 2023
Added 268.65%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
910
shares
|
$105,459
0.07% of portfolio
|
Q2 2022
Reduced 57.1%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
898
shares
|
$104,069
0.18% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
896
shares
|
$103,837
0.01% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
896
shares
|
$103,837
0.0% of portfolio
|
Q2 2021
Reduced 20.19%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
865
shares
|
$100,244
0.04% of portfolio
|
Q4 2024
Reduced 95.11%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
862
shares
|
$99,897
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
845
shares
|
$97,927
0.07% of portfolio
|
Q4 2021
New holding
|