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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,296
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
11,287
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,252
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
11,234
shares
|
$1.32 Million
0.23% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
11,208
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
11,191
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,159
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Added 69.02%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
11,136
shares
|
$1.31 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,114
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
11,112
shares
|
$1.31 Million
0.34% of portfolio
|
Q4 2022
Added 1.52%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
11,066
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
11,027
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 44.68%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,949
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
10,907
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 42.44%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
10,905
shares
|
$1.28 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
10,891
shares
|
$1.28 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
10,856
shares
|
$1.28 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
10,817
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
10,802
shares
|
$1.27 Million
0.84% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
10,787
shares
|
$1.27 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
10,775
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
10,759
shares
|
$1.26 Million
0.4% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
10,739
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 32.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,697
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,691
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.63%
|