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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
18,989
shares
|
$2.23 Million
0.46% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
18,900
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2024
Added 3.28%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
18,756
shares
|
$2.2 Million
0.84% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
18,726
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
18,715
shares
|
$2.2 Million
0.52% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,708
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,708
shares
|
$2.2 Million
0.25% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
18,559
shares
|
$2.18 Million
0.23% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
18,495
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
18,417
shares
|
$2.16 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
18,231
shares
|
$2.14 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
18,183
shares
|
$2.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,109
shares
|
$2.13 Million
0.16% of portfolio
|
Q2 2023
Reduced 4.22%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
17,979
shares
|
$2.11 Million
1.0% of portfolio
|
Q2 2022
Added 45.45%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
17,978
shares
|
$2.11 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
17,975
shares
|
$2.11 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,919
shares
|
$2.11 Million
0.16% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
17,910
shares
|
$2.1 Million
0.37% of portfolio
|
Q4 2024
Added 83.9%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
17,853
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
17,839
shares
|
$2.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,829
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
17,796
shares
|
$2.09 Million
0.44% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
17,781
shares
|
$2.09 Million
0.55% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
17,772
shares
|
$2.09 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
17,753
shares
|
$2.09 Million
3.41% of portfolio
|
Q2 2022
Reduced 8.47%
|