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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
22,804
shares
|
$2.68 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
22,794
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
22,755
shares
|
$2.67 Million
0.22% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,717
shares
|
$2.67 Million
1.02% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
22,628
shares
|
$2.66 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
22,601
shares
|
$2.66 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
22,592
shares
|
$2.65 Million
0.9% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
22,537
shares
|
$2.65 Million
1.38% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
22,501
shares
|
$2.64 Million
0.2% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
22,465
shares
|
$2.64 Million
0.2% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
22,331
shares
|
$2.62 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
22,309
shares
|
$2.62 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
22,300
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
22,115
shares
|
$2.6 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
22,004
shares
|
$2.59 Million
0.09% of portfolio
|
Q2 2020
Added 16.46%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
21,993
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Added 79.29%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Feb 14, 2025 Q4 2024 |
21,872
shares
|
$2.57 Million
1.41% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
21,866
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2023
Added 1.85%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
21,768
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,685
shares
|
$2.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,619
shares
|
$2.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
21,596
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,557
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
21,485
shares
|
$2.52 Million
0.22% of portfolio
|
Q2 2023
Added 35.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
21,194
shares
|
$2.49 Million
0.51% of portfolio
|
Q4 2024
Added 0.9%
|