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 |
|---|---|---|---|---|---|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,468
shares
|
$289,965
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,460
shares
|
$289,025
0.05% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,459
shares
|
$288,907
0.05% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
2,451
shares
|
$287,967
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
2,444
shares
|
$287,145
0.0% of portfolio
|
Q4 2024
Added 128.41%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,442
shares
|
$286,910
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
2,439
shares
|
$286,558
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,436
shares
|
$286,205
0.12% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,422
shares
|
$284,560
0.17% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
2,419
shares
|
$284,208
0.08% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,419
shares
|
$284,208
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,415
shares
|
$283,738
0.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,408
shares
|
$282,915
0.1% of portfolio
|
Q3 2022
Added 7.45%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
2,407
shares
|
$282,798
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
2,403
shares
|
$282,328
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,400
shares
|
$281,976
0.46% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,400
shares
|
$281,976
0.03% of portfolio
|
Q1 2024
Reduced 28.32%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
2,396
shares
|
$281,506
0.05% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,395
shares
|
$281,388
0.02% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
2,393
shares
|
$281,153
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,388
shares
|
$280,566
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
2,385
shares
|
$280,213
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
2,384
shares
|
$280,096
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,373
shares
|
$278,803
0.01% of portfolio
|
Q4 2024
Reduced 32.76%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
2,367
shares
|
$278,098
0.01% of portfolio
|
Q4 2024
Added 22.9%
|