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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
3,378
shares
|
$396,881
0.03% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
3,374
shares
|
$396,411
0.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
3,373
shares
|
$396,293
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
3,372
shares
|
$396,176
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
3,364
shares
|
$395,236
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,360
shares
|
$394,766
0.07% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
3,357
shares
|
$394,413
0.05% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
3,341
shares
|
$392,534
0.23% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,337
shares
|
$392,064
0.09% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
3,337
shares
|
$392,064
0.07% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
3,334
shares
|
$391,711
0.03% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
3,333
shares
|
$391,594
0.05% of portfolio
|
Q3 2024
Reduced 35.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,310
shares
|
$388,891
0.13% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,308
shares
|
$388,656
0.12% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
3,307
shares
|
$388,539
0.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
3,305
shares
|
$388,304
0.18% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,300
shares
|
$387,717
0.05% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
3,298
shares
|
$387,482
0.14% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,295
shares
|
$387,129
0.16% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
3,295
shares
|
$387,129
0.29% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
3,290
shares
|
$386,542
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
3,288
shares
|
$386,307
0.25% of portfolio
|
Q1 2024
Added 43.71%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,275
shares
|
$384,779
0.04% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
3,272
shares
|
$384,427
0.09% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,272
shares
|
$384,427
0.09% of portfolio
|
Q4 2024
New holding
|