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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,983
shares
|
$467,962
0.14% of portfolio
|
Q1 2024
Added 10.09%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,982
shares
|
$467,845
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,979
shares
|
$467,492
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,975
shares
|
$467,022
0.29% of portfolio
|
Q2 2023
Reduced 27.17%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,973
shares
|
$466,787
0.07% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
3,972
shares
|
$466,670
0.12% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,968
shares
|
$466,200
0.18% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,964
shares
|
$465,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
3,955
shares
|
$464,672
0.05% of portfolio
|
Q4 2024
Added 25.36%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,954
shares
|
$464,555
0.13% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,943
shares
|
$463,263
0.03% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
3,943
shares
|
$463,263
0.09% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,920
shares
|
$460,560
0.27% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$459,503
0.12% of portfolio
|
Q4 2024
Added 34.03%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,906
shares
|
$458,915
0.04% of portfolio
|
Q4 2022
Reduced 71.28%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
3,903
shares
|
$458,563
0.08% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
3,903
shares
|
$458,563
0.16% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,892
shares
|
$457,271
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,886
shares
|
$456,566
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,869
shares
|
$454,568
0.27% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,849
shares
|
$452,219
0.09% of portfolio
|
Q1 2023
Added 4.34%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,829
shares
|
$449,869
0.14% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,811
shares
|
$447,754
0.04% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,801
shares
|
$446,579
0.05% of portfolio
|
Q4 2024
Added 68.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
3,799
shares
|
$446,344
0.09% of portfolio
|
Q4 2024
Reduced 11.63%
|