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 2,405 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 $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
38,310
shares
|
$4.5 Million
0.45% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
38,262
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 107.16%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
38,219
shares
|
$4.49 Million
0.06% of portfolio
|
Q2 2024
Reduced 57.09%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,136
shares
|
$4.48 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
37,984
shares
|
$4.46 Million
0.87% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
37,793
shares
|
$4.44 Million
0.75% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
37,679
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
37,449
shares
|
$4.4 Million
0.02% of portfolio
|
Q4 2024
Added 31.46%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
37,292
shares
|
$4.38 Million
0.03% of portfolio
|
Q4 2024
Added 55.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
37,161
shares
|
$4.37 Million
0.02% of portfolio
|
Q2 2023
Reduced 75.37%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
37,063
shares
|
$4.35 Million
0.02% of portfolio
|
Q4 2024
Added 121.91%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
37,048
shares
|
$4.35 Million
1.53% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
36,965
shares
|
$4.34 Million
0.63% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
36,886
shares
|
$4.33 Million
0.16% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
36,871
shares
|
$4.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
36,760
shares
|
$4.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
36,700
shares
|
$4.31 Million
0.16% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
36,689
shares
|
$4.31 Million
0.27% of portfolio
|
Q3 2023
Added 2.59%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
36,553
shares
|
$4.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
36,038
shares
|
$4.23 Million
0.44% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
35,965
shares
|
$4.23 Million
0.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
35,755
shares
|
$4.2 Million
0.03% of portfolio
|
Q4 2024
Added 25.74%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
35,716
shares
|
$4.2 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
35,385
shares
|
$4.16 Million
0.27% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,368
shares
|
$4.16 Million
0.06% of portfolio
|
Q2 2024
Added 8.64%
|