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 2,283 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $57.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
288
shares
|
$32,304
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
280
shares
|
$31,407
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
276
shares
|
$30,958
0.0% of portfolio
|
Q4 2023
Reduced 11.54%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
271
shares
|
$30,398
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
267
shares
|
$29,949
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
263
shares
|
$29,500
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
263
shares
|
$29,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
257
shares
|
$28,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
257
shares
|
$28,827
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$28,042
0.01% of portfolio
|
Q1 2024
Reduced 53.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
248
shares
|
$27,818
0.01% of portfolio
|
Q4 2023
Reduced 71.43%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
240
shares
|
$26,920
0.0% of portfolio
|
Q1 2024
Added 42.86%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
235
shares
|
$26,359
0.01% of portfolio
|
Q2 2024
Reduced 47.66%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
234
shares
|
$26,247
0.01% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
231
shares
|
$25,911
0.01% of portfolio
|
Q4 2022
Added 84.8%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
226
shares
|
$25,350
0.01% of portfolio
|
Q2 2022
Reduced 27.33%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
222
shares
|
$24,901
0.02% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
207
shares
|
$23,219
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
207
shares
|
$23,219
0.02% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
204
shares
|
$22,882
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
204
shares
|
$22,882
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$22,434
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
192
shares
|
$21,536
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
191
shares
|
$21,424
0.01% of portfolio
|
Q2 2022
Added 13.02%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
190
shares
|
$21,312
0.0% of portfolio
|
Q3 2023
Reduced 98.31%
|