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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
134
shares
|
$15,030
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
131
shares
|
$14,694
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
128
shares
|
$14,357
0.01% of portfolio
|
Q4 2022
Reduced 91.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
123
shares
|
$13,796
0.0% of portfolio
|
Q2 2024
Reduced 41.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
123
shares
|
$13,796
0.0% of portfolio
|
Q1 2024
Reduced 42.79%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
121
shares
|
$13,572
0.0% of portfolio
|
Q1 2023
Reduced 88.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
112
shares
|
$12,563
0.01% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111
shares
|
$12,450
0.0% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
109
shares
|
$12,226
0.01% of portfolio
|
Q4 2023
Reduced 32.3%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
108
shares
|
$12,114
0.0% of portfolio
|
Q4 2023
Reduced 32.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
107
shares
|
$12,002
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
101
shares
|
$11,329
0.01% of portfolio
|
Q1 2024
Added 98.04%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$11,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
100
shares
|
$11,217
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$11,217
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
97
shares
|
$10,880
0.0% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
87
shares
|
$9,758
0.0% of portfolio
|
Q3 2024
Added 625.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
85
shares
|
$9,534
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
85
shares
|
$9,534
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
78
shares
|
$8,749
0.0% of portfolio
|
Q2 2024
Reduced 42.65%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
78
shares
|
$8,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
74
shares
|
$8,300
0.0% of portfolio
|
Q3 2024
Reduced 38.84%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
73
shares
|
$8,188
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
66
shares
|
$7,403
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
63
shares
|
$7,066
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|