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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
19,750
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2024
Added 29.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
19,713
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Added 121.57%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
19,707
shares
|
$2.32 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
19,656
shares
|
$2.31 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
19,620
shares
|
$2.31 Million
0.27% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
19,614
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
19,574
shares
|
$2.3 Million
0.64% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
19,570
shares
|
$2.3 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
19,536
shares
|
$2.3 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
19,530
shares
|
$2.29 Million
1.91% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
19,482
shares
|
$2.29 Million
0.09% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
19,476
shares
|
$2.29 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
19,365
shares
|
$2.28 Million
0.03% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
19,349
shares
|
$2.27 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
19,342
shares
|
$2.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
19,329
shares
|
$2.27 Million
0.23% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,256
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,239
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
19,174
shares
|
$2.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,170
shares
|
$2.25 Million
0.14% of portfolio
|
Q3 2023
Reduced 27.12%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,101
shares
|
$2.24 Million
0.54% of portfolio
|
Q4 2024
Reduced 31.45%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
19,075
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
19,035
shares
|
$2.24 Million
0.19% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
19,020
shares
|
$2.23 Million
0.21% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
18,993
shares
|
$2.23 Million
0.28% of portfolio
|
Q2 2022
Reduced 0.4%
|