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 |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
26,125
shares
|
$3.07 Million
1.59% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
26,120
shares
|
$3.07 Million
1.87% of portfolio
|
Q2 2022
Reduced 4.74%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
26,025
shares
|
$3.06 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
25,850
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
25,802
shares
|
$3.03 Million
0.81% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
25,672
shares
|
$3.02 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
25,466
shares
|
$2.99 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
25,378
shares
|
$2.98 Million
1.54% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,360
shares
|
$2.98 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
25,319
shares
|
$2.97 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,205
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
25,074
shares
|
$2.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
25,022
shares
|
$2.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
25,001
shares
|
$2.94 Million
0.26% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
24,994
shares
|
$2.94 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.97%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,983
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
24,942
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 13.34%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
24,883
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
24,808
shares
|
$2.91 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
24,722
shares
|
$2.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
24,526
shares
|
$2.88 Million
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
24,486
shares
|
$2.88 Million
0.27% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
24,474
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
24,465
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
24,443
shares
|
$2.87 Million
0.28% of portfolio
|
Q4 2024
Added 1.44%
|