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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
155
shares
|
$17,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
149
shares
|
$17,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
148
shares
|
$17,151
0.01% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
144
shares
|
$16,688
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
144
shares
|
$16,688
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
141
shares
|
$16,340
0.01% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
140
shares
|
$16,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
137
shares
|
$15,876
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
137
shares
|
$15,876
0.01% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
134
shares
|
$15,529
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
134
shares
|
$15,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
133
shares
|
$15,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
131
shares
|
$15,181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
130
shares
|
$15,065
0.01% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
128
shares
|
$14,833
0.01% of portfolio
|
Q4 2022
Reduced 91.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
123
shares
|
$14,254
0.0% of portfolio
|
Q2 2024
Reduced 41.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
123
shares
|
$14,254
0.0% of portfolio
|
Q1 2024
Reduced 42.79%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
121
shares
|
$14,022
0.0% of portfolio
|
Q1 2023
Reduced 88.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
117
shares
|
$13,559
0.0% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
112
shares
|
$12,979
0.01% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111
shares
|
$12,863
0.0% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
109
shares
|
$12,632
0.01% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
108
shares
|
$12,516
0.0% of portfolio
|
Q4 2023
Reduced 32.08%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
107
shares
|
$12,400
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
107
shares
|
$12,400
0.01% of portfolio
|
Q3 2023
New holding
|