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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,540
shares
|
$885,874
0.14% of portfolio
|
Q1 2023
Reduced 3.7%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,525
shares
|
$884,112
0.06% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,525
shares
|
$884,112
0.06% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
7,525
shares
|
$884,112
0.04% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
7,515
shares
|
$882,937
0.11% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,503
shares
|
$881,527
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
7,478
shares
|
$878,590
0.17% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
7,460
shares
|
$876,475
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,414
shares
|
$871,070
0.11% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
7,412
shares
|
$870,835
0.05% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,412
shares
|
$870,835
0.31% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
7,410
shares
|
$870,600
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
7,380
shares
|
$867,076
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,288
shares
|
$856,267
0.66% of portfolio
|
Q1 2023
Added 30.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7,273
shares
|
$854,504
0.05% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
7,255
shares
|
$852,389
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
7,233
shares
|
$849,805
0.11% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
7,227
shares
|
$849,100
0.21% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
7,220
shares
|
$848,277
0.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Reaves W H & CO Inc
|
Feb 06, 2025 Q4 2024 |
7,215
shares
|
$847,690
0.02% of portfolio
|
Q4 2024
Reduced 87.01%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,208
shares
|
$846,867
0.02% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
7,202
shares
|
$846,162
0.56% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
7,185
shares
|
$844,165
0.2% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
7,126
shares
|
$837,233
0.0% of portfolio
|
Q4 2024
Reduced 52.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,111
shares
|
$835,471
0.04% of portfolio
|
Q4 2024
Added 0.31%
|