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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
35,296
shares
|
$4.15 Million
0.13% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
35,181
shares
|
$4.13 Million
0.74% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
34,974
shares
|
$4.11 Million
0.21% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
34,899
shares
|
$4.1 Million
0.05% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
34,669
shares
|
$4.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
34,567
shares
|
$4.06 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,559
shares
|
$4.06 Million
1.15% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
34,420
shares
|
$4.04 Million
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
34,337
shares
|
$4.03 Million
1.68% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
34,251
shares
|
$4.02 Million
0.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
33,916
shares
|
$3.98 Million
0.16% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
33,877
shares
|
$3.98 Million
0.05% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
33,821
shares
|
$3.97 Million
0.96% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
33,761
shares
|
$3.97 Million
0.27% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
33,740
shares
|
$3.96 Million
0.07% of portfolio
|
Q4 2024
Reduced 55.27%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
33,710
shares
|
$3.96 Million
0.47% of portfolio
|
Q4 2024
Added 67.77%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
33,601
shares
|
$3.95 Million
0.04% of portfolio
|
Q4 2024
Reduced 36.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,520
shares
|
$3.94 Million
0.67% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
33,397
shares
|
$3.92 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
33,270
shares
|
$3.91 Million
3.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
33,229
shares
|
$3.9 Million
0.13% of portfolio
|
Q3 2022
Reduced 16.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
33,136
shares
|
$3.89 Million
0.02% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
32,963
shares
|
$3.87 Million
0.06% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
32,921
shares
|
$3.87 Million
1.05% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
32,782
shares
|
$3.85 Million
0.34% of portfolio
|
Q4 2024
Added 1.84%
|