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 2,401 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 $57.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
2,084
shares
|
$244,849
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
2,080
shares
|
$244,379
0.04% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
2,072
shares
|
$243,439
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Stone Run Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,071
shares
|
$243,321
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,069
shares
|
$243,086
0.05% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
2,062
shares
|
$242,264
0.13% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
2,060
shares
|
$242,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,059
shares
|
$241,911
0.05% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$241,676
0.1% of portfolio
|
Q3 2024
Added 105.7%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
2,054
shares
|
$241,324
0.21% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
2,054
shares
|
$241,324
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,052
shares
|
$241,089
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
2,052
shares
|
$241,089
0.0% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,048
shares
|
$240,619
0.15% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
2,046
shares
|
$240,384
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,046
shares
|
$240,384
0.1% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,046
shares
|
$240,384
0.21% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,044
shares
|
$240,149
0.17% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
2,043
shares
|
$240,032
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
2,041
shares
|
$239,797
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,040
shares
|
$239,679
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,034
shares
|
$238,974
0.07% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
2,029
shares
|
$238,387
0.05% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,028
shares
|
$238,269
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
2,020
shares
|
$237,329
0.0% of portfolio
|
Q4 2024
Added 3106.35%
|