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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,454
shares
|
$758,280
0.01% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
6,433
shares
|
$755,813
0.11% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,399
shares
|
$751,818
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
6,398
shares
|
$751,701
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,389
shares
|
$750,643
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
6,358
shares
|
$747,001
0.38% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,325
shares
|
$743,124
0.07% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
6,313
shares
|
$741,714
0.42% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
6,307
shares
|
$741,009
0.13% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
6,302
shares
|
$740,421
0.0% of portfolio
|
Q1 2024
Reduced 7.35%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
6,300
shares
|
$740,187
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,274
shares
|
$737,132
0.11% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
6,270
shares
|
$736,662
0.09% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
6,255
shares
|
$734,899
0.13% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
6,253
shares
|
$734,664
0.05% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,247
shares
|
$733,960
0.04% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,238
shares
|
$732,902
0.08% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
6,219
shares
|
$730,670
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,215
shares
|
$730,200
0.08% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
6,182
shares
|
$726,323
0.01% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
6,158
shares
|
$723,503
0.17% of portfolio
|
Q2 2022
Added 38.41%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
6,154
shares
|
$723,033
0.49% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
6,135
shares
|
$720,801
0.1% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
6,118
shares
|
$718,803
0.48% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
6,117
shares
|
$718,686
0.05% of portfolio
|
Q4 2024
Added 69.68%
|