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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
303
shares
|
$35,114
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
297
shares
|
$34,419
0.01% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
290
shares
|
$33,608
0.01% of portfolio
|
Q1 2024
Reduced 27.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
290
shares
|
$33,608
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
288
shares
|
$33,376
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
288
shares
|
$33,376
0.01% of portfolio
|
Q4 2024
Added 1500.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
280
shares
|
$32,449
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
276
shares
|
$31,985
0.0% of portfolio
|
Q4 2023
Reduced 11.54%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
276
shares
|
$31,985
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
268
shares
|
$31,058
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
263
shares
|
$30,479
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
263
shares
|
$30,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
261
shares
|
$30,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
254
shares
|
$29,436
0.01% of portfolio
|
Q4 2024
Added 24.51%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
250
shares
|
$28,972
0.01% of portfolio
|
Q1 2024
Reduced 53.7%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
250
shares
|
$28,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
242
shares
|
$28,045
0.01% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
240
shares
|
$27,813
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
240
shares
|
$27,813
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
240
shares
|
$27,813
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
235
shares
|
$27,234
0.01% of portfolio
|
Q2 2024
Reduced 47.66%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
234
shares
|
$27,118
0.01% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
231
shares
|
$26,770
0.01% of portfolio
|
Q4 2022
Added 84.8%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
226
shares
|
$26,191
0.01% of portfolio
|
Q2 2022
Reduced 27.33%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
222
shares
|
$25,727
0.01% of portfolio
|
Q1 2024
Added 4.72%
|