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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,680
shares
|
$432,363
0.03% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Alethea Capital Management, LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$430,248
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,660
shares
|
$430,013
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,655
shares
|
$429,425
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
3,654
shares
|
$429,308
0.16% of portfolio
|
Q4 2024
Reduced 29.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,654
shares
|
$429,308
0.16% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
3,651
shares
|
$428,955
0.02% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,645
shares
|
$428,251
0.02% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
3,641
shares
|
$427,781
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,635
shares
|
$427,076
0.25% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
3,629
shares
|
$426,371
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,614
shares
|
$424,608
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
3,608
shares
|
$423,903
0.27% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,597
shares
|
$422,611
0.02% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
3,597
shares
|
$422,611
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
3,588
shares
|
$421,554
0.19% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,588
shares
|
$421,554
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,587
shares
|
$421,436
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
3,581
shares
|
$420,731
0.09% of portfolio
|
Q4 2023
Reduced 45.59%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
3,574
shares
|
$419,909
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,570
shares
|
$419,439
0.09% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,566
shares
|
$418,969
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
3,553
shares
|
$417,441
0.02% of portfolio
|
Q4 2024
Added 70.49%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
3,548
shares
|
$416,854
0.45% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,548
shares
|
$416,854
0.02% of portfolio
|
Q4 2024
Added 3.23%
|