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Get Institutions for : 
Duke Energy Corp (DUK)  
$100.42 0.16 (0.16%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1802    5
Total shares held : 
 502,176,039  
% of shares held : 
 68.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -127  
Amount of shares held : 
 5,017,742  
% of shares held change : 
   0.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $85.44  
Last Quarter's Ending Price : 
 $97.04  
Last Quarter's Average Price : 
 $90.95  
Change from last quarter's     
avg. price to the last closing  : 
9.47 (10.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
95
 1,327,610
 0.26%
 
Increased Positions :
646
 22,048,941
 4.39%
 
Unchanged Positions :
293
 7,810,273
 1.56%
 
Decreased Positions :
768
-14,116,909
-2.81%
 
Closed Positions :
100
-4,241,900
-0.84%
 
Guru Positions :
3
10,637
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ING CLARION REAL ESTATE SECURITIES/N L.P. 42 *New 2023-12-31 431,508 $41,874,000 431,508
   Mn Services Vermogensbeheer B.V. 98 *New 2024-03-31 311,600 $30,135,000 311,600
   Yaupon Capital Management LP 23 *New 2023-12-31 151,200 $14,672,000 151,200
   COLONY GROUP, LLC 183 *New 2023-12-31 76,119 $7,387,000 76,119
   KESSLER INVESTMENT GROUP, LLC 8 *New 2024-03-31 61,433 $5,941,000 61,433
   WASHINGTON TRUST BANK 54 *New 2023-12-31 60,310 $5,852,000 60,310
   Banque Cantonale Vaudoise 120 *New 2024-03-31 45,299 $4,381,000 45,299
   CCM INVESTMENT ADVISERS LLC 59 *New 2023-12-31 22,114 $2,146,000 22,114
   Simplicity WealthLLC 345 *New 2024-03-31 21,646 $2,093,000 21,646
   SpiderRock Advisors LLC 190 *New 2024-03-31 21,218 $2,014,000 21,218
   Scissortail Wealth Management LLC 36 *New 2023-12-31 19,675 $1,884,000 19,675
   GRAYHAWK INVESTMENT STRATEGIES INC. 17 *New 2023-12-31 18,318 $1,778,000 18,318
   Investment Management Corp of Ontario 257 *New 2023-12-31 17,976 $1,744,000 17,976
   apricus wealth LLC *New 2023-12-31 15,428 $1,497,000 15,428
   HARTLINE INVESTMENT CORP/ 87 *New 2024-03-31 14,372 $1,390,000 14,372
   CHANNING CAPITAL MANAGEMENT LLC 108 *New 2023-12-31 13,732 $1,333,000 13,732
   IMCCHICAGO, LLC 180 *New 2024-03-31 13,120 $1,269,000 13,120
   TCW GROUP INC 294 *New 2023-12-31 12,174 $1,180,000 12,174
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 236 *New 2024-03-31 11,866 $1,148,000 11,866
   Corton Capital Inc. 41 *New 2023-12-31 10,726 $1,041,000 10,726
   Point72 Europe (London) LLP 108 *New 2023-12-31 10,067 $977,000 10,067
   READYSTATE ASSET MANAGEMENT LP 108 *New 2023-12-31 8,967 $870,000 8,967
   Outfitter Financial LLC *New 2024-03-31 8,965 $867,000 8,965
   LS INVESTMENT ADVISORS, LLC *New 2024-03-31 8,355 $808,000 8,355
   ALLSTATE INVESTMENT MANAGEMENT CO 408 *New 2022-12-31 7,610 $784,000 7,610
   DCM Advisors LLC 59 *New 2023-12-31 7,000 $679,000 7,000
   RETIREMENT GUYS FORMULA LLC 82 *New 2024-03-31 6,883 $666,000 6,883
   TORON CAPITAL MARKETS INC. 162 *New 2023-12-31 6,216 $603,000 6,216
   GSA CAPITAL PARTNERS LLP 781 *New 2024-03-31 6,119 $592,000 6,119
   Revisor Wealth Management LLC 103 *New 2024-03-31 5,846 $566,000 5,846
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 57 *New 2024-03-31 5,733 $554,000 5,733
   True Vision MN LLC *New 2024-03-31 5,176 $506,000 5,176
   Global Assets Advisory LLC 318 *New 2024-03-31 48,419 $504,000 48,419
   Krane Funds Advisors LLC 48 *New 2024-03-31 5,116 $497,000 5,116
   Hamilton Point Investment Advisors LLC 90 *New 2023-12-31 4,978 $483,000 4,978
   MAGNOLIA CAPITAL ADVISORS LLC 66 *New 2024-03-31 4,583 $450,000 4,583
   Sciencast Management LP 150 *New 2023-12-31 4,405 $427,000 4,405
   AA Financial Advisors LLC *New 2024-03-31 4,277 $414,000 4,277
   SYON CAPITAL LLC 294 *New 2023-12-31 4,077 $396,000 4,077
   Joel Isaacson & Co. LLC *New 2024-03-31 3,930 $380,000 3,930
   LAKE STREET ADVISORS GROUP LLC 243 *New 2023-12-31 3,865 $375,000 3,865
   Plan Group Financial LLC 62 *New 2024-03-31 3,714 $359,000 3,714
   Kula Investments LLC 414 *New 2023-03-31 3,614 $349,000 3,614
   Lebenthal Global Advisors LLC 143 *New 2023-12-31 3,473 $337,000 3,473
   BIP Wealth LLC 143 *New 2023-12-31 3,421 $332,000 3,421
   Edgestream Partners L.P. 712 *New 2023-12-31 3,216 $312,000 3,216
   ZACKS INVESTMENT MANAGEMENT 525 *New 2023-12-31 3,093 $300,000 3,093
   Capital Advisors Wealth Management LLC 122 *New 2024-03-31 2,842 $275,000 2,842
   Eagle Capital Management LLC 36 *New 2024-03-31 2,673 $259,000 2,673
   OKeefe Stevens Advisory Inc. 48 *New 2024-03-31 2,640 $255,000 2,640
   Waterloo Capital L.P. 319 *New 2023-12-31 2,623 $254,000 2,623
   CBOE Vest Financial LLC *New 2024-03-31 2,628 $254,000 2,628
   Prosperity Consulting Group LLC *New 2024-03-31 2,599 $251,000 2,599
   VERITY & VERITY, LLC 105 *New 2024-03-31 2,667 $243,000 2,667
   OCCUDO QUANTITATIVE STRATEGIES LP 598 *New 2023-12-31 2,492 $242,000 2,492
   L2 Asset Management LLC 151 *New 2023-12-31 2,490 $242,000 2,490
   Catalina Capital Group LLC 222 *New 2024-03-31 2,428 $235,000 2,428
   Baron Wealth Management LLC 146 *New 2023-12-31 2,398 $233,000 2,398
   Blueprint Investment Partners LLC 122 *New 2023-12-31 2,370 $230,000 2,370
   Lokken Investment Group LLC 120 *New 2023-12-31 2,328 $226,000 2,328
   DGS Capital Management LLC 253 *New 2024-03-31 2,304 $223,000 2,304
   Howard Wealth Management LLC 94 *New 2023-12-31 2,259 $219,000 2,259
   CALLAN CAPITAL, LLC *New 2024-03-31 2,233 $216,000 2,233
   CHARTER RESEARCH & INVESTMENT GROUP INC. 79 *New 2023-12-31 2,225 $216,000 2,225
   Charles Schwab Trust Co 148 *New 2024-03-31 2,232 $216,000 2,232
   Providence First Trust Co 93 *New 2023-12-31 2,200 $213,000 2,200
   ACCREDITED INVESTORS INC. 185 *New 2023-12-31 2,188 $212,000 2,188
   Clayton Financial Group LLC *New 2024-03-31 2,170 $210,000 2,170
   GELLER FAMILY OFFICE SERVICES LLC 254 *New 2023-12-31 2,159 $210,000 2,159
   Altrius Capital Management Inc 91 *New 2023-12-31 2,138 $208,000 2,138
   Foster Group Inc. 193 *New 2024-03-31 2,150 $208,000 2,150
   SFMG, LLC 240 *New 2023-12-31 2,069 $201,000 2,069
   STONE RUN CAPITAL, LLC 64 *New 2023-12-31 2,071 $201,000 2,071
   Pensionmark Financial Group LLC 367 *New 2023-12-31 2,062 $200,000 2,062
   Ahrens Investment Partners LLC 163 *New 2023-03-31 1,790 $173,000 1,790
   LifeSteps Financial Inc. 103 *New 2024-03-31 1,209 $117,000 1,209
   REDMONT WEALTH ADVISORS LLC 69 *New 2024-03-31 1,170 $113,000 1,170
   Scarborough Advisors LLC 111 *New 2023-12-31 1,127 $109,000 1,127
   MA GREENWOOD & ASSOCIATES INC 141 *New 2023-12-31 917 $89,000 917
   Gilliland Jeter Wealth Management LLC *New 2024-03-31 433 $42,000 433
   FSA Wealth Management LLC 155 *New 2023-12-31 437 $42,000 437
   EdgeRock Capital LLC 129 *New 2023-12-31 411 $40,000 411
   PACIFIC CAPITAL WEALTH ADVISORS INC 168 *New 2023-12-31 317 $31,000 317
   USA Financial Portformulas Corp *New 2024-03-31 163 $16,000 163
   CLEAN YIELD GROUP *New 2023-12-31 100 $10,000 100
   Core Wealth Advisors Inc. 187 *New 2023-12-31 101 $10,000 101
   TRIBUTARY CAPITAL MANAGEMENT, LLC 203 *New 2024-03-31 50 $5,000 50
   Dunhill Financial LLC 292 *New 2023-12-31 49 $5,000 49
   First Capital Advisors Group LLC. 765 *New 2023-06-30 36 $3,000 36
   Guardian Wealth Management Inc. 214 *New 2023-12-31 21 $2,000 21
   Frank Rimerman Advisors LLC 292 *New 2023-12-31 7 $1,000 7
  91 Records found
  1    
  Page 1 of 1
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