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 |
|---|---|---|---|---|---|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
2,170
shares
|
$254,953
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,169
shares
|
$254,835
0.03% of portfolio
|
Q3 2020
Reduced 1.86%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,166
shares
|
$254,483
0.07% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,166
shares
|
$254,483
0.05% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,161
shares
|
$253,895
0.08% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
2,160
shares
|
$253,778
0.1% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
2,154
shares
|
$253,073
0.12% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,154
shares
|
$253,073
0.15% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$252,368
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
2,147
shares
|
$252,251
0.08% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,135
shares
|
$250,841
0.15% of portfolio
|
Q2 2022
Reduced 7.74%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,128
shares
|
$250,018
0.04% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
2,125
shares
|
$249,666
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,113
shares
|
$248,256
0.09% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
2,108
shares
|
$247,668
0.17% of portfolio
|
Q1 2023
Reduced 27.51%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,106
shares
|
$247,433
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
2,104
shares
|
$247,198
0.08% of portfolio
|
Q1 2024
Reduced 16.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,103
shares
|
$247,081
0.03% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,103
shares
|
$247,081
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,101
shares
|
$246,846
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,096
shares
|
$246,259
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,095
shares
|
$246,141
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,095
shares
|
$246,141
0.02% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,094
shares
|
$246,024
0.06% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
2,092
shares
|
$245,789
0.16% of portfolio
|
Q4 2024
Added 0.43%
|