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Duke Energy (DUK) Institutional Ownership

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$116.33 -0.96 (-0.82%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$116.62 +0.28 (+0.24%)
As of 08:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Duke Energy (NYSE:DUK)

Current
Institutional Ownership
Percentage
65.31%
Number of
Institutional Buyers
(last 12 months)
1506
Total
Institutional Inflows
(last 12 months)
$9.04B
Number of
Institutional Sellers
(last 12 months)
1078
Total
Institutional Outflows
(last 12 months)
$8.96B
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DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2025MassMutual Private Wealth & Trust FSB26,703$3.15M0.1%+75.1%0.003%
7/8/2025First National Corp MA ADV10,287$1.21M0.2%-3.9%0.001%
7/8/2025Dover Advisors LLC19,588$2.31M1.0%-4.4%0.003%
7/8/2025Arlington Trust Co LLC1,307$154K0.0%-18.1%0.000%
7/8/2025Davis Investment Partners LLC19,598$2.33M0.8%+4.4%0.003%
7/8/2025Ransom Advisory Ltd9,837$1.16M0.5%-6.4%0.001%
7/8/2025Atlas Brown Inc.10,404$1.23M0.4%-3.6%0.001%
7/8/2025Persium Advisors LLC6,371$752K0.6%+4.9%0.001%
7/8/2025Canandaigua National Bank & Trust Co.19,390$2.29M0.2%+6.1%0.002%
7/8/2025RMR Wealth Builders17,534$2.07M0.2%+7.6%0.002%
7/8/2025NBC Securities Inc.33,162$3.91M0.3%-33.6%0.004%
7/8/2025Apella Capital LLC5,219$612K0.0%+4.2%0.001%
7/8/2025Bard Financial Services Inc.4,655$549K0.1%-4.1%0.001%
7/8/2025Heartwood Wealth Advisors LLC3,021$356K0.0%+8.4%0.000%
7/8/2025Legacy Private Trust Co.2,025$239K0.0%-8.0%0.000%
7/8/2025Quintet Private Bank Europe S.A.365$43K0.0%N/A0.000%
7/8/2025Gradient Investments LLC4,711$556K0.0%+36.4%0.001%
7/8/2025Cultivar Capital Inc.2,235$264K0.2%N/A0.000%
7/8/2025Parallel Advisors LLC10,923$1.29M0.0%+14.5%0.001%
7/7/2025 Fox Hill Wealth Management28,157$3.32M1.7%+4.1%0.004%
7/7/2025 Capital Asset Advisory Services LLC3,496$416K0.0%+4.7%0.000%
7/7/2025 Wesbanco Bank Inc.86,212$10.17M0.3%+15.3%0.011%
7/7/2025 Good Steward Wealth Advisors LLC4,737$559K0.4%-32.7%0.001%
7/7/2025 Peak Financial Advisors LLC3,821$451K0.2%N/A0.000%
7/7/2025 First Citizens Financial Corp3,172$374K0.2%-7.4%0.000%
7/7/2025 Greenfield Savings Bank11,718$1.38M0.6%-1.0%0.002%
7/7/2025 Ables Iannone Moore & Associates Inc.6,520$769K0.5%+8.4%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,545$300K0.0%+11.7%0.000%
7/7/2025 Salem Investment Counselors Inc.32,162$3.80M0.1%-0.9%0.004%
7/7/2025 Centurion Wealth Management LLC2,991$353K0.1%+3.0%0.000%
7/7/2025 Douglas Lane & Associates LLC4,225$499K0.0%-5.8%0.001%
7/7/2025 RB Capital Management LLC5,111$603K0.1%-4.9%0.001%
7/7/2025 RDA Financial Network12,171$1.44M0.4%+346.3%0.002%
7/3/2025 Trust Co of the South7,551$891K0.2%-25.9%0.001%
7/3/2025 Fiduciary Financial Group LLC3,070$365K0.1%+7.7%0.000%
7/2/2025 Norway Savings Bank12,504$1.48M0.8%-10.7%0.002%
7/2/2025 Doliver Advisors LP7,778$918K0.3%-16.7%0.001%
7/2/2025 First Financial Bank Trust Division4,726$558K0.0%-12.1%0.001%
7/1/2025 Park National Corp OH14,839$1.75M0.1%-1.5%0.002%
7/1/2025 Burkett Financial Services LLC11,926$1.41M0.5%+0.8%0.002%
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6/18/2025Voya Investment Management LLC1,102,810$134.51M0.1%+20.1%0.142%
6/10/2025BROOKFIELD Corp ON 728,028$88.80M0.5%-7.4%0.094%
6/9/20251248 Management LLC587$72K0.0%N/A0.000%
6/6/2025Blue Oak Capital LLC1,692$206K0.1%N/A0.000%
6/4/2025Harold Davidson & Associates Inc.3,531$431K0.2%+17.3%0.000%
6/3/2025Invst LLC2,796$341K0.0%-8.4%0.000%
6/2/2025Modern Wealth Management LLC10,538$1.29M0.0%-9.2%0.001%
5/28/2025Jones Financial Companies Lllp677,924$81.17M0.1%+32.5%0.087%
5/28/2025Birmingham Capital Management Co. Inc. AL27,353$3.34M1.3%-7.6%0.004%
5/28/2025Vista Cima Wealth Management LLC442,871$54K0.0%N/A0.057%
5/28/2025Strs Ohio229,808$28.03M0.1%N/A0.030%
5/28/2025Ellsworth Advisors LLC49,979$6.10M1.6%+1.1%0.006%
5/28/2025Intrua Financial LLC5,474$668K0.1%+8.1%0.001%
5/27/2025Jacobi Capital Management LLC13,475$1.64M0.1%-0.7%0.002%
5/27/2025Advisors Capital Management LLC494,838$60.36M0.9%+31.5%0.064%
5/27/2025SWS Partners16,762$2.05M0.6%-3.5%0.002%
5/22/2025Rollins Financial Advisors LLC10,539$1.29M0.2%+7.2%0.001%
5/21/2025Indiana Trust & Investment Management Co2,562$312K0.1%+19.3%0.000%
5/21/2025MBL Wealth LLC9,101$1.11M0.1%+37.0%0.001%
5/21/2025Reliant Investment Partners LLC65,095$7.94M8.1%-7.9%0.008%
5/21/2025Acadian Asset Management LLC1,765$215K0.0%-11.1%0.000%
5/21/2025Geneos Wealth Management Inc.48,518$5.92M0.2%-8.6%0.006%
5/21/2025Schmidt P J Investment Management Inc.6,337$773K0.1%-10.8%0.001%
5/21/2025IFM Investors Pty Ltd169,826$20.71M0.2%-21.9%0.022%
5/20/2025Acorns Advisers LLC1,785$218K0.0%N/A0.000%
5/20/2025Blue Rock Wealth Management LLC7,820$954K0.8%+53.8%0.001%
5/20/2025Fortis Capital Advisors LLC2,448$299K0.1%+13.3%0.000%
5/20/2025Intech Investment Management LLC33,946$4.14M0.0%+35.4%0.004%
5/20/2025Focus Partners Wealth740,630$90.34M0.2%+5.1%0.095%
5/20/2025Integrity Alliance LLC.4,178$510K0.0%N/A0.001%
5/20/2025Ransom Advisory Ltd10,512$1.28M0.6%N/A0.001%
5/20/2025Anchor Investment Management LLC81,521$9.94M0.9%+0.3%0.010%
5/20/2025Glenview Trust co19,421$2.37M0.0%+1.3%0.002%
5/20/2025Ilmarinen Mutual Pension Insurance Co140,000$17.08M0.2%+2.2%0.018%
5/19/2025SageView Advisory Group LLC8,709$1.06M0.0%-7.6%0.001%
5/19/2025Bayforest Capital Ltd7,343$896K0.4%+9,314.1%0.001%
5/19/2025SCS Capital Management LLC8,087$986K0.0%N/A0.001%
5/19/2025Smith Asset Management Co. LLC3,516$429K0.4%N/A0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,632,655$443.08M0.1%-76.9%0.467%
5/19/2025Optimize Financial Inc2,183$266K0.1%N/A0.000%
5/16/2025Woodline Partners LP65,560$8.00M0.1%+41.3%0.008%
5/16/2025Yaupon Capital Management LP228,495$27.87M1.4%+0.2%0.029%
5/16/2025Zurich Insurance Group Ltd FI1,055,482$128.74M1.0%+131.9%0.136%
5/16/2025Prostatis Group LLC3,330$406K0.1%-8.3%0.000%
5/16/2025McIlrath & Eck LLC1,535$187K0.0%+22.3%0.000%
5/16/2025Semmax Financial Advisors Inc.42,343$5.10M1.4%+1.6%0.005%
5/16/2025Empowered Funds LLC23,162$2.83M0.0%+19.6%0.003%
5/16/2025MBB Public Markets I LLC2,651$323K0.0%N/A0.000%
5/16/2025Ascent Group LLC28,078$3.43M0.1%+17.3%0.004%
5/16/2025RNC Capital Management LLC13,377$1.63M0.1%-2.0%0.002%
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5/16/2025Arete Wealth Advisors LLC7,889$962K0.1%-7.4%0.001%
5/16/2025Great Lakes Advisors LLC915,217$111.63M1.0%-19.0%0.118%
5/16/2025Signature Estate & Investment Advisors LLC3,875$473K0.0%+22.6%0.000%
5/16/2025Everstar Asset Management LLC15,858$1.93M0.4%+411.5%0.002%
5/16/2025Challenger Wealth Management9,843$1.20M1.0%-8.8%0.001%
5/16/2025Ashton Thomas Private Wealth LLC19,558$2.39M0.1%+10.7%0.003%
5/16/2025Resources Management Corp CT ADV22,928$2.80M0.4%-1.8%0.003%
5/16/2025Cape Investment Advisory Inc.7,568$923K0.4%+2.1%0.001%
5/16/2025Jones Financial Companies Lllp87,494$10.61M0.0%-82.9%0.011%
5/16/2025Dynamic Technology Lab Private Ltd10,620$1.30M0.2%+155.3%0.001%
(Data available from 1/1/2016 forward)

DUK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUK shares?

During the previous two years, 2,344 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($9.09B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Massachusetts Financial Services Co. MA ($2.21B), Wellington Management Group LLP ($2.21B), Geode Capital Management LLC ($1.93B), and GQG Partners LLC ($1.25B).Learn more on Duke Energy's institutional investors.

What percentage of Duke Energy's stock is owned by institutional investors?

65.31% of Duke Energy's stock is owned by institutional investors. Learn more on DUK's institutional investor holdings.

Which institutional investors have been buying Duke Energy's stock?

Of the 1,994 institutional investors that purchased Duke Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathway Financial Advisers LLC ($13.50M), GQG Partners LLC ($10.26M), Nuveen LLC ($5.76M), Vanguard Group Inc. ($2.89M), Capital Research Global Investors ($2.30M), Raymond James Financial Inc. ($2.28M), and Groupama Asset Managment ($2.20M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 78,286,485 shares in the last 24 months. This purchase volume represents approximately $9.04B in transactions.

Which of Duke Energy's major shareholders have been selling company stock?

Of the 1,078 institutional investors that sold Duke Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($20.71M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($12.08M), New York State Common Retirement Fund ($8.49M), Pathway Financial Advisers LLC ($6.72M), Capital Research Global Investors ($4.62M), GQG Partners LLC ($4.34M), and Legal & General Group Plc ($1.63M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 78,948,220 shares in the last 24 months. This volume of shares sold represents approximately $8.96B in transactions.


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This page (NYSE:DUK) was last updated on 7/9/2025 by MarketBeat.com Staff
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