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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
833
shares
|
$96,536
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
828
shares
|
$95,956
0.03% of portfolio
|
Q4 2024
Reduced 27.3%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
800
shares
|
$92,712
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
800
shares
|
$92,712
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
787
shares
|
$91,205
0.03% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
783
shares
|
$90,741
0.07% of portfolio
|
Q4 2024
Reduced 62.37%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
774
shares
|
$89,698
0.02% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
763
shares
|
$88,424
0.01% of portfolio
|
Q4 2023
Reduced 10.02%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
760
shares
|
$88,076
0.02% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
736
shares
|
$85,295
0.05% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
721
shares
|
$83,556
0.03% of portfolio
|
Q2 2024
Reduced 27.39%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
721
shares
|
$83,556
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
717
shares
|
$83,093
0.02% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
714
shares
|
$82,745
0.17% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
682
shares
|
$79,036
0.04% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
675
shares
|
$78,225
0.02% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
668
shares
|
$77,414
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
667
shares
|
$77,298
0.0% of portfolio
|
Q1 2019
Reduced 66.19%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
660
shares
|
$76,487
0.03% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
654
shares
|
$75,792
0.02% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
650
shares
|
$75,328
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
649
shares
|
$75,212
0.02% of portfolio
|
Q4 2023
Reduced 3.99%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
649
shares
|
$75,212
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
640
shares
|
$74,169
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
640
shares
|
$74,169
0.01% of portfolio
|
Q4 2024
New holding
|