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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
31,142
shares
|
$3.66 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
31,090
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2023
Added 31.19%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
31,087
shares
|
$3.65 Million
0.45% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
30,851
shares
|
$3.62 Million
1.18% of portfolio
|
Q2 2022
Reduced 4.03%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
30,814
shares
|
$3.62 Million
1.33% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
30,790
shares
|
$3.62 Million
2.89% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
30,589
shares
|
$3.59 Million
0.88% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
30,484
shares
|
$3.58 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
30,427
shares
|
$3.57 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
30,245
shares
|
$3.55 Million
0.07% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
30,238
shares
|
$3.55 Million
0.91% of portfolio
|
Q4 2020
Added 9.84%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
30,153
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
30,133
shares
|
$3.54 Million
0.55% of portfolio
|
Q1 2023
Reduced 0.74%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$3.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
30,000
shares
|
$3.52 Million
0.02% of portfolio
|
Q4 2023
Reduced 7.12%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,984
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
29,951
shares
|
$3.52 Million
0.27% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,800
shares
|
$3.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 41.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
29,774
shares
|
$3.5 Million
0.12% of portfolio
|
Q1 2023
Added 45.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
29,658
shares
|
$3.48 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
29,389
shares
|
$3.45 Million
0.15% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
28,925
shares
|
$3.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
28,899
shares
|
$3.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
28,896
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
28,861
shares
|
$3.39 Million
0.97% of portfolio
|
Q4 2024
Added 0.63%
|