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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
207
shares
|
$23,989
0.02% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
206
shares
|
$23,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
205
shares
|
$23,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
200
shares
|
$23,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
200
shares
|
$23,178
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
195
shares
|
$22,598
0.01% of portfolio
|
Q4 2024
Added 25.81%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
194
shares
|
$22,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
192
shares
|
$22,250
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
191
shares
|
$22,134
0.01% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
191
shares
|
$22,134
0.0% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
190
shares
|
$22,019
0.0% of portfolio
|
Q3 2023
Reduced 98.31%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
189
shares
|
$21,903
0.0% of portfolio
|
Q4 2024
Reduced 53.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
188
shares
|
$21,787
0.01% of portfolio
|
Q3 2023
Added 1.08%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
188
shares
|
$21,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
187
shares
|
$21,671
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
187
shares
|
$21,671
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
185
shares
|
$21,439
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
175
shares
|
$20,280
0.01% of portfolio
|
Q4 2020
Reduced 30.0%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
175
shares
|
$20,280
0.02% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
175
shares
|
$20,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
168
shares
|
$19,469
0.01% of portfolio
|
Q2 2021
Reduced 98.96%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
166
shares
|
$19,237
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
166
shares
|
$19,237
0.01% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
165
shares
|
$19,121
0.01% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
162
shares
|
$18,774
0.0% of portfolio
|
Q3 2024
Added 116.0%
|