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 |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,533
shares
|
$532,582
0.04% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,528
shares
|
$531,994
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
4,526
shares
|
$531,759
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
4,525
shares
|
$531,642
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
4,519
shares
|
$530,937
0.1% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,515
shares
|
$530,467
0.25% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
4,498
shares
|
$528,470
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
4,474
shares
|
$525,650
0.39% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
4,471
shares
|
$525,297
0.04% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,459
shares
|
$523,887
0.32% of portfolio
|
Q4 2024
Reduced 33.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
4,455
shares
|
$523,417
0.12% of portfolio
|
Q2 2024
Reduced 27.94%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,434
shares
|
$520,950
0.1% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,432
shares
|
$520,715
0.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
4,423
shares
|
$519,658
0.03% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,416
shares
|
$518,835
0.09% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
4,415
shares
|
$518,718
0.4% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
4,391
shares
|
$515,898
0.06% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
4,384
shares
|
$515,076
0.22% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
4,373
shares
|
$513,783
0.21% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
4,368
shares
|
$513,196
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
4,364
shares
|
$512,726
0.09% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,340
shares
|
$509,906
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
4,339
shares
|
$509,789
0.01% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
4,338
shares
|
$509,671
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
4,312
shares
|
$506,616
0.05% of portfolio
|
Q4 2024
Added 9.03%
|