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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,103
shares
|
$834,531
0.14% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,088
shares
|
$832,769
0.2% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,075
shares
|
$831,241
0.12% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,044
shares
|
$827,599
0.12% of portfolio
|
Q3 2024
Reduced 30.7%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,037
shares
|
$826,777
0.03% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
7,036
shares
|
$826,659
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,025
shares
|
$825,367
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
7,025
shares
|
$825,367
0.12% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
7,025
shares
|
$825,367
0.11% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
7,023
shares
|
$825,132
0.27% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
6,968
shares
|
$818,670
0.34% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,966
shares
|
$818,435
0.12% of portfolio
|
Q4 2024
Added 115.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
6,961
shares
|
$817,847
0.1% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,945
shares
|
$815,968
0.37% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,931
shares
|
$814,323
0.02% of portfolio
|
Q4 2024
Added 120.66%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
6,903
shares
|
$811,033
0.01% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,890
shares
|
$809,506
0.48% of portfolio
|
Q2 2022
Added 7.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
6,888
shares
|
$809,271
0.08% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
6,870
shares
|
$807,156
0.35% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
6,864
shares
|
$806,451
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,859
shares
|
$805,863
0.01% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,846
shares
|
$804,336
0.2% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
6,838
shares
|
$803,396
0.03% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,814
shares
|
$800,576
0.23% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
6,806
shares
|
$799,636
0.29% of portfolio
|
Q4 2024
Reduced 1.02%
|