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 |
|---|---|---|---|---|---|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$5,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
49
shares
|
$5,678
0.01% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
44
shares
|
$5,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
38
shares
|
$4,403
0.0% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$4,172
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34
shares
|
$3,940
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34
shares
|
$3,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
33
shares
|
$3,824
0.0% of portfolio
|
Q2 2021
Reduced 63.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
30
shares
|
$3,476
0.3% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
30
shares
|
$3,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
29
shares
|
$3,360
0.0% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$3,244
0.0% of portfolio
|
Q4 2023
Reduced 90.28%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
28
shares
|
$3,244
0.0% of portfolio
|
Q4 2024
Added 64.71%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
27
shares
|
$3,129
0.0% of portfolio
|
Q4 2024
Reduced 97.8%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,897
0.0% of portfolio
|
Q3 2024
Reduced 95.24%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
25
shares
|
$2,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
24
shares
|
$2,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
23
shares
|
$2,665
0.0% of portfolio
|
Q4 2024
Added 155.56%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,549
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
21
shares
|
$2,433
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
20
shares
|
$2,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17
shares
|
$1,970
0.0% of portfolio
|
Q2 2023
Reduced 83.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
15
shares
|
$1,738
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
15
shares
|
$1,738
0.0% of portfolio
|
Q3 2024
Reduced 90.91%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
15
shares
|
$1,738
0.0% of portfolio
|
Q4 2024
New holding
|