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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
203,729
shares
|
$23.6 Million
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
203,367
shares
|
$23.6 Million
0.16% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
202,185
shares
|
$23.4 Million
2.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
198,400
shares
|
$23 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
197,398
shares
|
$22.9 Million
0.45% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
195,816
shares
|
$22.7 Million
9.27% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
192,617
shares
|
$22.3 Million
0.07% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
190,421
shares
|
$22.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 64.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
189,892
shares
|
$22 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
189,041
shares
|
$21.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
188,483
shares
|
$21.8 Million
0.05% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
188,038
shares
|
$21.8 Million
2.27% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
183,939
shares
|
$21.3 Million
0.25% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
183,192
shares
|
$21.2 Million
0.2% of portfolio
|
Q4 2024
Added 38.19%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
176,667
shares
|
$20.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
174,004
shares
|
$20.2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
173,817
shares
|
$20.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
172,366
shares
|
$20 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
170,889
shares
|
$19.8 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Czech National Bank
Prague, 2N |
Jan 13, 2025 Q4 2024 |
167,490
shares
|
$19.4 Million
0.17% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
167,250
shares
|
$19.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
167,140
shares
|
$19.4 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
161,028
shares
|
$18.7 Million
0.28% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
159,070
shares
|
$18.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
157,691
shares
|
$18.3 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.62%
|