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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
107
shares
|
$12,400
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
104
shares
|
$12,052
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
101
shares
|
$11,704
0.01% of portfolio
|
Q1 2024
Added 98.04%
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$11,589
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$11,589
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$11,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$11,589
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
91
shares
|
$10,545
0.01% of portfolio
|
Q4 2024
Reduced 84.44%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
88
shares
|
$10,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
81
shares
|
$9,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
81
shares
|
$9,387
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
78
shares
|
$9,039
0.0% of portfolio
|
Q2 2024
Reduced 42.65%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
78
shares
|
$9,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
69
shares
|
$7,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67
shares
|
$7,764
0.0% of portfolio
|
Q4 2024
Reduced 89.83%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
67
shares
|
$7,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
63
shares
|
$7,301
0.0% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
63
shares
|
$7,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
63
shares
|
$7,301
0.0% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
63
shares
|
$7,301
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$6,953
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
60
shares
|
$6,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
58
shares
|
$6,721
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
55
shares
|
$6,373
0.01% of portfolio
|
Q4 2024
Reduced 90.92%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$5,794
0.0% of portfolio
|
Q1 2024
New holding
|