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 |
|---|---|---|---|---|---|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,076
shares
|
$361,399
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,075
shares
|
$361,281
0.09% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
3,073
shares
|
$361,046
0.16% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
3,072
shares
|
$360,929
0.11% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
3,069
shares
|
$360,576
0.18% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,064
shares
|
$359,989
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,060
shares
|
$359,519
0.13% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,060
shares
|
$359,519
0.23% of portfolio
|
Q3 2021
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
3,056
shares
|
$359,049
0.16% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,054
shares
|
$358,814
0.04% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
3,051
shares
|
$358,461
0.15% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,045
shares
|
$357,757
0.06% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,045
shares
|
$357,757
0.26% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
3,044
shares
|
$357,639
0.02% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
3,043
shares
|
$357,522
0.05% of portfolio
|
Q2 2023
Reduced 13.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,012
shares
|
$353,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
3,010
shares
|
$353,644
0.23% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,007
shares
|
$353,292
0.03% of portfolio
|
Q4 2024
Added 64.86%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
3,003
shares
|
$352,822
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Walter Public Investments Inc.
Westmount, Z4 |
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$352,470
0.06% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,982
shares
|
$350,355
0.06% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
2,979
shares
|
$350,002
0.06% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
2,975
shares
|
$349,532
0.1% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,968
shares
|
$348,710
0.13% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,968
shares
|
$348,710
0.12% of portfolio
|
Q4 2024
Reduced 10.33%
|