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 |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
8,917
shares
|
$1.05 Million
0.36% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
8,913
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
8,891
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
8,882
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
8,879
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
8,854
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 20.72%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,848
shares
|
$1.04 Million
0.08% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,842
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
8,821
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
8,793
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
8,790
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
8,779
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,765
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,737
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
8,718
shares
|
$1.02 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
8,712
shares
|
$1.02 Million
0.37% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
8,698
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
8,696
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Feb 13, 2025 Q4 2024 |
8,610
shares
|
$1.01 Million
0.77% of portfolio
|
Q4 2024
Reduced 74.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,551
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 28.9%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,548
shares
|
$1 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,530
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,519
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 57.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,501
shares
|
$998,782
0.08% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,455
shares
|
$993,377
0.14% of portfolio
|
Q4 2024
Reduced 0.07%
|