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 |
|---|---|---|---|---|---|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
50,000
shares
|
$5.87 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aventail Capital Group, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
50,000
shares
|
$5.87 Million
0.31% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
49,971
shares
|
$5.87 Million
0.13% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
49,821
shares
|
$5.85 Million
0.15% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
49,774
shares
|
$5.85 Million
1.85% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Feb 05, 2025 Q4 2024 |
49,764
shares
|
$5.85 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
49,498
shares
|
$5.82 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
49,418
shares
|
$5.81 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
49,352
shares
|
$5.8 Million
0.79% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
49,062
shares
|
$5.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
48,406
shares
|
$5.69 Million
0.41% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,880
shares
|
$5.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
47,780
shares
|
$5.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 44.05%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
47,730
shares
|
$5.61 Million
1.25% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
47,596
shares
|
$5.59 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
47,517
shares
|
$5.58 Million
0.22% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
46,855
shares
|
$5.5 Million
0.61% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
46,701
shares
|
$5.49 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
46,684
shares
|
$5.48 Million
0.12% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
46,648
shares
|
$5.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
46,644
shares
|
$5.48 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
46,638
shares
|
$5.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
46,578
shares
|
$5.47 Million
0.14% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
46,515
shares
|
$5.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
46,391
shares
|
$5.45 Million
0.04% of portfolio
|
Q4 2024
New holding
|