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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
636
shares
|
$73,706
0.03% of portfolio
|
Q1 2023
Added 7.8%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
635
shares
|
$73,590
0.09% of portfolio
|
Q1 2023
Reduced 11.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
635
shares
|
$73,590
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
627
shares
|
$72,663
0.03% of portfolio
|
Q4 2024
Reduced 26.24%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
626
shares
|
$72,547
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
625
shares
|
$72,431
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
623
shares
|
$72,199
0.04% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
620
shares
|
$71,851
0.04% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
598
shares
|
$69,302
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
587
shares
|
$68,027
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
586
shares
|
$67,911
0.02% of portfolio
|
Q4 2024
Added 263.98%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
586
shares
|
$67,911
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
584
shares
|
$67,679
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
577
shares
|
$66,868
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
574
shares
|
$66,520
0.0% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
571
shares
|
$66,173
0.05% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
570
shares
|
$66,057
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
566
shares
|
$65,593
0.02% of portfolio
|
Q2 2024
Reduced 36.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
563
shares
|
$65,246
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
553
shares
|
$64,087
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
535
shares
|
$62,001
0.05% of portfolio
|
Q2 2024
Reduced 34.19%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
526
shares
|
$60,958
0.01% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
523
shares
|
$60,610
0.01% of portfolio
|
Q4 2024
Added 118.83%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
514
shares
|
$59,567
0.04% of portfolio
|
Q4 2023
Reduced 11.84%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
512
shares
|
$59,335
0.01% of portfolio
|
Q1 2023
New holding
|