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Get Institutions for : 
Duke Energy Corp (DUK)  
$100.26 0.95 (0.96%) as of 4:30 Fri 5/3


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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  : 
9.31 (10.24%)  




 
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
   WealthTrust Asset Management LLC *Closed 2024-03-31 0 $0 -2,821
   Zurich Insurance Group Ltd/FI 240 *Closed 2023-12-31 0 $0 -597,123
   Cordant Inc. 97 *Closed 2024-03-31 0 $0 -77
   Greystone Financial Group LLC 108 *Closed 2024-03-31 0 $0 -65,487
   AlphaCrest Capital Management LLC 89 *Closed 2022-12-31 0 $0 -5,174
   FOX RUN MANAGEMENT L.L.C. 749 *Closed 2023-12-31 0 $0 -4,668
   BAKER AVENUE ASSET MANAGEMENT, LP 455 *Closed 2023-12-31 0 $0 -2,695
   Teamwork Financial Advisors LLC 180 *Closed 2024-03-31 0 $0 -3,208
   Summit Global Investments *Closed 2024-03-31 0 $0 -10,588
   ELEMENT CAPITAL MANAGEMENT LLC 28 *Closed 2023-12-31 0 $0 -86,203
   Steel Peak Wealth Management LLC 442 *Closed 2024-03-31 0 $0 -37,497
   McClarren Financial Advisors Inc. 270 *Closed 2024-03-31 0 $0 -87
   Beck Bode LLC 125 *Closed 2023-12-31 0 $0 -99,005
   Congress Wealth Management LLC / DE / 594 *Closed 2024-03-31 0 $0 -2,685
   MAVERICK CAPITAL LTD 364 *Closed 2023-12-31 0 $0 -3,806
   V Wealth ManagementLLC 137 *Closed 2023-09-30 0 $0 -7,659
   Authentikos Wealth Advisory LLC 166 *Closed 2023-12-31 0 $0 -3
   AXQ CAPITAL LP 716 *Closed 2023-12-31 0 $0 -10,400
   Bayesian Capital Management LP 815 *Closed 2023-12-31 0 $0 -73,900
   Lighthouse Investment Partners LLC 290 *Closed 2023-12-31 0 $0 -92,639
   Coppell Advisory Solutions Corp. 482 *Closed 2023-03-31 0 $0 -510
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 867 *Closed 2023-12-31 0 $0 -7,377
   ZIMMER PARTNERS, LP 108 *Closed 2023-12-31 0 $0 -85,000
   Greytown Advisors Inc. 86 *Closed 2023-12-31 0 $0 -2,354
   JENNISON ASSOCIATES LLC *Closed 2024-03-31 0 $0 -3,965
   APPLETON PARTNERS INC/MA 278 *Closed 2024-03-31 0 $0 -2,335
   Fund Management at Engine No. 1 LLC 66 *Closed 2023-12-31 0 $0 -11,022
   Security National Bank 308 *Closed 2024-03-31 0 $0 -1,116
   OAK HILL WEALTH ADVISORS LLC 35 *Closed 2024-03-31 0 $0 -3,478
   Acrisure Capital Management LLC 26 *Closed 2023-06-30 0 $0 -11,849
   Redhawk Wealth Advisors Inc. 299 *Closed 2023-12-31 0 $0 -2,512
   Concentric Capital Strategies LP 231 *Closed 2023-12-31 0 $0 -4,607
   WEISS CAPITAL LLC 352 *Closed 2023-12-31 0 $0 -30,508
   Audent Global Asset Management LLC 49 *Closed 2023-12-31 0 $0 -9,010
   Truadvice LLC 249 *Closed 2023-09-30 0 $0 -2,717
   Blue Chip Partners Inc. 190 *Closed 2024-03-31 0 $0 -1,096
   Aventail Capital Group LP 75 *Closed 2023-12-31 0 $0 -31,522
   Meridian Wealth Management LLC 340 *Closed 2024-03-31 0 $0 -13,370
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 125 *Closed 2023-12-31 0 $0 -66,000
   Ten Capital Wealth Advisors LLC 271 *Closed 2023-06-30 0 $0 -50
   JACOBS LEVY EQUITY MANAGEMENT INC 1087 *Closed 2023-12-31 0 $0 -293,584
   SEGALL BRYANT & HAMILL 407 *Closed 2023-12-31 0 $0 -15,421
   CLARIVEST ASSET MANAGEMENT LLC 910 *Closed 2023-12-31 0 $0 -8
   Vident Investment Advisory LLC 479 *Closed 2023-09-30 0 $0 -13,465
   BENDER ROBERT & ASSOCIATES 45 *Closed 2024-03-31 0 $0 -2,080
   SkyView Investment Advisors LLC 210 *Closed 2023-12-31 0 $0 -67
   GUNN & Co INVESTMENT MANAGEMENT INC. 77 *Closed 2024-03-31 0 $0 -5,150
   Alpha Family Trust 153 *Closed 2023-12-31 0 $0 -5,500
   Wealth Advisory Solutions LLC 125 *Closed 2024-03-31 0 $0 -17,664
   KETTLE HILL CAPITAL MANAGEMENT LLC 46 *Closed 2023-12-31 0 $0 -154,393
   VIRTU FINANCIAL LLC 1649 *Closed 2023-12-31 0 $0 -29,968
   SCOTIA CAPITAL INC. 829 *Closed 2023-12-31 0 $0 -5,681
   MONTECITO BANK & TRUST 260 *Closed 2024-03-31 0 $0 -3,094
   TCWP LLC 90 *Closed 2023-12-31 0 $0 -10,976
   CANTOR FITZGERALD L. P. 403 *Closed 2023-12-31 0 $0 -141,337
   McGlone Suttner Wealth Management Inc. 660 *Closed 2024-03-31 0 $0 -793
   Laidlaw Wealth Management LLC 256 *Closed 2023-12-31 0 $0 -4,492
   Gateway Wealth Partners LLC 255 *Closed 2023-12-31 0 $0 -5,554
   ANNEX ADVISORY SERVICES, LLC 304 *Closed 2024-03-31 0 $0 -2,414
   SUNRISE PARTNERS LLC /CT 281 *Closed 2023-12-31 0 $0 -4,252
   Hibernia Wealth Partners LLC 245 *Closed 2023-12-31 0 $0 -236
   VERITABLE LP 450 *Closed 2023-09-30 0 $0 -24,371
   MRP Capital Investments LLC 195 *Closed 2023-12-31 0 $0 -63
   Cutler Group LP 1175 *Closed 2024-03-31 0 $0 -125
   BROOKFIELD ASSET MANAGEMENT INC. 117 *Closed 2023-12-31 0 $0 -432,000
   HUNTER ASSOCIATES INC. 265 *Closed 2024-03-31 0 $0 -3,733
   ROCK CREEK GROUP, LP 135 *Closed 2023-12-31 0 $0 -631
   VisionPoint Advisory Group LLC 827 *Closed 2023-12-31 0 $0 -77
   BOURGEON CAPITAL MANAGEMENT LLC 326 *Closed 2024-03-31 0 $0 -93
   Regent Peak Wealth Advisors LLC *Closed 2024-03-31 0 $0 -2,194
   BESSEMER SECURITIES LLC 81 *Closed 2023-12-31 0 $0 -4,500
   ELEQUIN CAPITAL LP 459 *Closed 2023-12-31 0 $0 -347
   Milestone Investment Advisors LLC 378 *Closed 2023-12-31 0 $0 -42
   Priebe Wealth Holdings LLC 65 *Closed 2024-03-31 0 $0 -2,139
   Enlightenment Research LLC 69 *Closed 2022-12-31 0 $0 -4,200
   Desjardins Global Asset Management Inc. 683 *Closed 2023-12-31 0 $0 -3,202
   Dynamic Technology Lab Private Ltd 1360 *Closed 2023-12-31 0 $0 -3,604
   ISAM Funds (UK) Ltd 286 *Closed 2023-12-31 0 $0 -22,603
   Axiom Investment Management LLC 478 *Closed 2022-12-31 0 $0 -738
   Calton & Associates Inc. 233 *Closed 2024-03-31 0 $0 -2,501
   BALYASNY ASSET MANAGEMENT LLC 2070 *Closed 2023-12-31 0 $0 -917,575
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -1,237
   CREDIT AGRICOLE S A 843 *Closed 2023-12-31 0 $0 -27,052
   Ulland Investment Advisors LLC 261 *Closed 2024-03-31 0 $0 -172
   Advisor Resource Council 379 *Closed 2024-03-31 0 $0 -2,534
   Fiduciary Alliance LLC 200 *Closed 2024-03-31 0 $0 -2,419
   Worth Asset Management LLC 135 *Closed 2024-03-31 0 $0 -2,194
   Beacon Harbor Wealth Advisors Inc. 82 *Closed 2023-12-31 0 $0 -55,290
   Barber Financial Group Inc. 155 *Closed 2023-03-31 0 $0 -2,084
   MADISON ASSET MANAGEMENT LLC 333 *Closed 2023-12-31 0 $0 -7,754
   Mountain Capital Investment Advisors Inc 65 *Closed 2024-03-31 0 $0 -7,473
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1355 *Closed 2023-12-31 0 $0 -5,645
   INTREPID CAPITAL MANAGEMENT INC 184 *Closed 2023-12-31 0 $0 -120
   Glassman Wealth Services 1890 *Closed 2024-03-31 0 $0 -1,537
   Claraphi Advisory Network LLC 235 *Closed 2022-12-31 0 $0 -2,809
   EAGLE GLOBAL ADVISORS LLC 238 *Closed 2023-12-31 0 $0 -54,455
   FINANCIAL ENGINES ADVISORS L.L.C. 328 *Closed 2023-12-31 0 $0 -3,027
   Armstrong Fleming & Moore Inc 94 *Closed 2024-03-31 0 $0 -2,417
   Cribstone Capital Management LLC 446 *Closed 2022-12-31 0 $0 -57
   Fermata Advisors LLC 231 *Closed 2024-03-31 0 $0 -2,162
  100 Records found
  1    
  Page 1 of 1
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