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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,938
shares
|
$227,695
0.16% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,937
shares
|
$227,578
0.01% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
1,935
shares
|
$227,343
0.02% of portfolio
|
Q4 2024
Reduced 44.16%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
1,934
shares
|
$227,225
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
1,932
shares
|
$226,990
0.07% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,932
shares
|
$226,990
0.07% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,927
shares
|
$226,403
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,926
shares
|
$226,285
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,924
shares
|
$226,050
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$225,110
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,916
shares
|
$225,110
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,905
shares
|
$223,818
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,902
shares
|
$223,465
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$223,231
0.03% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Diametric Capital, LP
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,897
shares
|
$222,878
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,895
shares
|
$222,643
0.04% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
1,891
shares
|
$222,173
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,886
shares
|
$221,586
0.01% of portfolio
|
Q3 2019
Reduced 18.04%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,881
shares
|
$220,998
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,880
shares
|
$220,881
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,874
shares
|
$220,176
0.01% of portfolio
|
Q4 2023
Added 3.71%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,873
shares
|
$220,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
1,870
shares
|
$219,706
0.02% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
1,868
shares
|
$219,471
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
1,868
shares
|
$219,471
0.06% of portfolio
|
Q3 2024
New holding
|