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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 55 - 2023-12-31 3,569,308 $346,366,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 60 - 2024-03-31 678,106 $65,803,000 0
   OLD REPUBLIC INTERNATIONAL CORP - 2024-03-31 560,731 $54,228,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 446,186 $43,151,000 0
   Allspring Global Investments Holdings LLC 426 - 2024-03-31 355,611 $34,391,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 17 - 2023-12-31 242,639 $23,546,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 100 - 2023-12-31 162,030 $15,723,000 0
   CANAL INSURANCE CO 7 - 2024-03-31 150,166 $14,523,000 0
   South Dakota Investment Council 82 - 2024-03-31 136,512 $13,202,000 0
   WILLIS INVESTMENT COUNSEL 57 - 2024-03-31 111,260 $10,760,000 0
   CINCINNATI CASUALTY CO - 2024-03-31 66,300 $6,412,000 0
   Maryland State Retirement & Pension System 160 - 2024-03-31 60,008 $5,631,000 0
   ING INVESTMENT MANAGEMENT, INC. 122 - 2024-03-31 43,500 $4,207,000 0
   Financiere des Professionnels - Fonds dinvestissem 92 - 2024-03-31 34,706 $3,356,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 89 - 2023-12-31 32,666 $3,170,000 0
   Slocum Gordon & Co LLP - 2024-03-31 32,623 $3,155,000 0
   COHEN CAPITAL MANAGEMENT, INC. 46 - 2023-12-31 30,133 $2,924,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 92 - 2023-12-31 29,394 $2,852,000 0
   SALIENT TRUST CO LTA 62 - 2023-03-31 29,951 $2,780,000 0
   Mill Capital Management LLC - 2024-03-31 27,018 $2,613,000 0
   GUARDIAN CAPITAL LP 90 - 2023-12-31 26,766 $2,597,000 0
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 155 - 2024-03-31 25,850 $2,500,000 0
   TI-TRUST INC 16 - 2024-03-31 20,855 $2,017,000 0
   CLARKSTON CAPITAL PARTNERS LLC 72 - 2023-12-31 20,210 $1,961,000 0
   UNITED FIRE & CASUALTY CO 13 - 2023-12-31 20,000 $1,941,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 80 - 2024-03-31 18,447 $1,784,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 479 - 2023-12-31 16,300 $1,582,000 0
   COHEN KLINGENSTEIN, LLC 142 - 2024-03-31 16,200 $1,567,000 0
   Cunning Capital Partners LP 62 - 2023-12-31 15,435 $1,498,000 0
   Premier Fund Managers Ltd 109 - 2023-12-31 15,000 $1,454,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN - 2024-03-31 14,733 $1,425,000 0
   FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT IN 76 - 2024-03-31 13,396 $1,296,000 0
   BROOKS MOORE & ASSOCIATES INC. 37 - 2023-12-31 12,571 $1,220,000 0
   Northeast Financial Consultants Inc 134 - 2023-12-31 12,372 $1,201,000 0
   FIRST NATIONAL CORP /MA/ /ADV 69 - 2024-03-31 11,811 $1,146,000 0
   AVIVA PLC 598 - 2023-12-31 11,739 $1,139,000 0
   Biltmore Family Office LLC 69 - 2023-12-31 11,657 $1,131,000 0
   ALLEN WEALTH MANAGEMENT LLC - 2024-03-31 11,621 $1,124,000 0
   LMG Wealth Partners LLC - 2024-03-31 10,994 $1,063,000 0
   Private Capital Management LLC 58 - 2023-12-31 10,552 $1,024,000 0
   UNITED BANK /VA/ 70 - 2023-12-31 9,445 $917,000 0
   Wilkinson Global Asset Management LLC 46 - 2023-12-31 9,000 $873,000 0
   Banco Santander S.A. 308 - 2023-12-31 8,822 $856,000 0
   BIRCH HILL INVESTMENT ADVISORS LLC 107 - 2023-12-31 7,888 $765,000 0
   WULFF HANSEN & CO. - 2024-03-31 7,675 $742,000 0
   Radnor Capital Management LLC 184 - 2024-03-31 7,614 $736,000 0
   OPTIMUM INVESTMENT ADVISORS 72 - 2024-03-31 7,493 $725,000 0
   ARMSTRONG ADVISORY GROUP INC 70 - 2024-03-31 7,248 $703,000 0
   Essex Savings Bank 112 - 2024-03-31 7,073 $686,000 0
   JOHN G ULLMAN & ASSOCIATES INC 109 - 2023-12-31 6,953 $675,000 0
   EDGEWOOD MANAGEMENT LLC 63 - 2023-12-31 6,802 $660,000 0
   WATERS PARKERSON & CO INC 113 - 2023-12-31 6,706 $651,000 0
   Cross Staff Investments Inc 54 - 2024-03-31 6,449 $624,000 0
   GUYASUTA INVESTMENT ADVISORS INC 142 - 2024-03-31 6,091 $591,000 0
   Visionary Wealth Advisors 289 - 2023-12-31 6,035 $586,000 0
   Bard Financial Services Inc. 145 - 2023-12-31 6,025 $585,000 0
   SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ - 2024-03-31 6,000 $580,000 0
   INTECH INVESTMENT MANAGEMENT LLC 517 - 2023-12-31 5,953 $578,000 0
   MONETARY MANAGEMENT GROUP INC 120 - 2023-12-31 5,933 $576,000 0
   BOWEN HANES & CO INC 122 - 2023-12-31 5,593 $543,000 0
   E&G Advisors LP 112 - 2024-03-31 5,600 $542,000 0
   Palogic Value Management L.P. 101 - 2023-12-31 5,537 $537,000 0
   ICON ADVISERS INC/CO 155 - 2023-12-31 5,400 $524,000 0
   HILLSTRUST 160 - 2023-12-31 5,239 $508,000 0
   ASPEN INVESTMENT MANAGEMENT INC 98 - 2024-03-31 5,236 $506,000 0
   Apexium Financial LP 142 - 2024-03-31 5,132 $496,000 0
   SPINNAKER TRUST 192 - 2023-12-31 4,850 $471,000 0
   Tyche Wealth Partners LLC 147 - 2024-03-31 4,837 $468,000 0
   Wolff Financial Management LLC 71 - 2024-03-31 4,810 $465,000 0
   Symmetry Partner LLC 309 - 2024-03-31 4,781 $462,000 0
   Prairie Sky Financial Group LLC 40 - 2024-03-31 4,596 $444,000 0
   Campion Asset Management LLC 56 - 2023-12-31 4,540 $441,000 0
   Goepper Burkhardt LLC 52 - 2023-12-31 4,661 $427,000 0
   Blue Fin Capital Inc. 98 - 2023-12-31 4,301 $417,000 0
   Ariel Capital Advisors LLC - 2024-03-31 4,205 $407,000 0
   White Lighthouse Investment Management Inc. - 2023-12-31 4,160 $404,000 0
   Investment Partners Asset Management Inc. 85 - 2024-03-31 4,178 $404,000 0
   WILKINS INVESTMENT COUNSEL INC 68 - 2023-12-31 4,121 $400,000 0
   Westhampton Capital LLC 93 - 2024-03-31 4,111 $398,000 0
   NORRIS PERNE & FRENCH LLP/MI 103 - 2024-03-31 4,086 $395,000 0
   Walter Public Investments Inc. 40 - 2024-03-31 4,000 $387,000 0
   CMG Global Holdings LLC 64 - 2023-12-31 4,148 $383,000 0
   MOODY NATIONAL BANK TRUST DIVISION 365 - 2024-03-31 3,955 $382,000 0
   OPUS CAPITAL GROUP LLC 87 - 2024-03-31 3,953 $382,000 0
   HORIZON INVESTMENT SERVICES LLC 80 - 2023-12-31 3,907 $379,000 0
   Washington Trust Advisors Inc. 138 - 2023-12-31 3,871 $376,000 0
   Greenline Partners LLC 99 - 2023-12-31 3,822 $371,000 0
   Harwood Advisory Group LLC 110 - 2023-12-31 3,653 $354,000 0
   CONNORS INVESTOR SERVICES INC 111 - 2023-12-31 3,617 $351,000 0
   Milestone Advisory Partners 45 - 2023-09-30 3,975 $351,000 0
   Aldebaran Capital LLC 27 - 2023-12-31 3,600 $349,000 0
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 164 - 2023-12-31 3,558 $345,000 0
   Hotaling Investment Management LLC 89 - 2022-12-31 3,244 $334,000 0
   CIM INVESTMENT MANGEMENT INC 181 - 2023-12-31 3,422 $332,000 0
   CASCADE INVESTMENT GROUP INC. 86 - 2023-12-31 3,405 $330,000 0
   MARATHON CAPITAL MANAGEMENT 116 - 2023-12-31 3,347 $325,000 0
   PITTENGER & ANDERSON INC - 2024-03-31 3,250 $314,000 0
   CYPRESS ASSET MANAGEMENT INC/TX 97 - 2023-12-31 3,175 $308,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 171 - 2023-12-31 3,145 $305,000 0
   LETKO BROSSEAU & ASSOCIATES INC 84 - 2023-12-31 3,100 $301,000 0

  100 Records found
  1    
  Page 1 of 1
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