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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
16,421
shares
|
$1.93 Million
0.14% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
16,409
shares
|
$1.93 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
16,347
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
16,347
shares
|
$1.92 Million
0.84% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
16,301
shares
|
$1.92 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
16,300
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
16,284
shares
|
$1.91 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
16,244
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,103
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2023
Reduced 3.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
16,081
shares
|
$1.89 Million
0.37% of portfolio
|
Q1 2024
Added 33.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
16,072
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 98.05%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
16,052
shares
|
$1.89 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
16,047
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
16,046
shares
|
$1.89 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
15,962
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
15,962
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
15,931
shares
|
$1.87 Million
0.18% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
15,850
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
15,839
shares
|
$1.86 Million
0.49% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
15,833
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2024
Added 7.28%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
15,833
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 75.12%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
15,813
shares
|
$1.86 Million
0.33% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
15,805
shares
|
$1.86 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
15,763
shares
|
$1.85 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
15,739
shares
|
$1.85 Million
0.13% of portfolio
|
Q3 2022
Added 79.73%
|