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 |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
32,666
shares
|
$3.84 Million
0.29% of portfolio
|
Q3 2021
Added 44.12%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
32,644
shares
|
$3.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
32,623
shares
|
$3.83 Million
0.7% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
32,621
shares
|
$3.83 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
32,606
shares
|
$3.83 Million
0.15% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
32,454
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
32,346
shares
|
$3.8 Million
1.28% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
32,284
shares
|
$3.79 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
32,254
shares
|
$3.79 Million
0.09% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
32,194
shares
|
$3.78 Million
0.03% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
32,182
shares
|
$3.78 Million
0.32% of portfolio
|
Q4 2024
Reduced 90.94%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
32,151
shares
|
$3.78 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
32,141
shares
|
$3.78 Million
0.31% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
32,092
shares
|
$3.77 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
31,921
shares
|
$3.75 Million
0.09% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
31,750
shares
|
$3.73 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
31,733
shares
|
$3.73 Million
0.4% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
31,636
shares
|
$3.72 Million
2.52% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,610
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Added 597.33%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
31,418
shares
|
$3.69 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
31,370
shares
|
$3.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
31,353
shares
|
$3.68 Million
0.06% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31,316
shares
|
$3.68 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
31,254
shares
|
$3.67 Million
1.89% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
31,254
shares
|
$3.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.07%
|