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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
368
shares
|
$42,647
0.01% of portfolio
|
Q2 2023
Reduced 11.96%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
367
shares
|
$42,531
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
362
shares
|
$41,952
0.0% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
355
shares
|
$41,140
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
355
shares
|
$41,140
0.02% of portfolio
|
Q4 2024
Reduced 55.46%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
353
shares
|
$40,909
0.01% of portfolio
|
Q1 2024
Added 1.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
352
shares
|
$40,793
0.01% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
348
shares
|
$40,329
0.03% of portfolio
|
Q2 2023
Reduced 36.5%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
348
shares
|
$40,329
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
347
shares
|
$40,213
0.02% of portfolio
|
Q2 2022
Reduced 16.79%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
343
shares
|
$39,750
0.02% of portfolio
|
Q4 2022
Added 41.15%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
333
shares
|
$38,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
333
shares
|
$38,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
332
shares
|
$38,475
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
331
shares
|
$38,359
0.0% of portfolio
|
Q4 2024
Added 347.3%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
330
shares
|
$38,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
330
shares
|
$38,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
324
shares
|
$37,548
0.01% of portfolio
|
Q3 2024
Added 116.0%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
321
shares
|
$37,200
0.02% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
317
shares
|
$36,737
0.01% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
317
shares
|
$36,737
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
316
shares
|
$36,621
0.02% of portfolio
|
Q1 2023
Reduced 0.94%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
316
shares
|
$36,621
0.01% of portfolio
|
Q4 2024
Added 332.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
311
shares
|
$36,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
308
shares
|
$35,694
0.01% of portfolio
|
Q4 2024
Added 366.67%
|