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 |
|---|---|---|---|---|---|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
2,737
shares
|
$321,570
0.04% of portfolio
|
Q3 2024
Reduced 36.11%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
2,732
shares
|
$320,982
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
2,721
shares
|
$319,690
0.16% of portfolio
|
Q3 2023
Reduced 9.6%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
2,718
shares
|
$319,337
0.05% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
2,714
shares
|
$318,867
0.03% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
2,711
shares
|
$318,515
0.13% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
2,702
shares
|
$317,457
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
2,701
shares
|
$317,340
0.15% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
2,701
shares
|
$317,340
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
2,699
shares
|
$317,105
0.13% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,696
shares
|
$316,753
0.08% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,685
shares
|
$315,460
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
2,685
shares
|
$315,460
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,684
shares
|
$315,343
0.09% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
2,677
shares
|
$314,520
0.11% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,676
shares
|
$314,403
0.12% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
2,674
shares
|
$314,168
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
2,670
shares
|
$313,698
0.3% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,667
shares
|
$313,345
0.0% of portfolio
|
Q4 2024
Reduced 98.7%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
2,664
shares
|
$312,993
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
2,644
shares
|
$310,643
0.01% of portfolio
|
Q4 2024
Added 26.57%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,637
shares
|
$309,821
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,637
shares
|
$309,821
0.07% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
2,630
shares
|
$308,998
0.24% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,626
shares
|
$308,528
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|