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Duke Energy (DUK) Institutional Ownership

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$118.39 +0.93 (+0.79%)
Closing price 03:59 PM Eastern
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$119.11 +0.72 (+0.61%)
As of 06:55 PM Eastern
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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)
1531
Total
Institutional Inflows
(last 12 months)
$9.09B
Number of
Institutional Sellers
(last 12 months)
1092
Total
Institutional Outflows
(last 12 months)
$9.00B
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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
7/18/2025First United Bank & Trust2,327$275K0.1%+43.9%0.000%
7/17/2025Trivium Point Advisory LLC12,148$1.43M0.2%+3.6%0.002%
7/17/2025Park Place Capital Corp3,813$453K0.1%-3.6%0.000%
7/17/2025Greenleaf Trust18,955$2.24M0.0%-1.2%0.002%
7/17/2025XML Financial LLC5,576$658K0.1%+17.9%0.001%
7/17/2025 Capital Investment Advisors LLC62,083$7.33M0.1%+5.4%0.008%
7/17/2025Raleigh Capital Management Inc.12,062$1.42M0.6%+1.8%0.002%
7/17/2025Asio Capital LLC20,800$2.45M0.4%+13.1%0.003%
7/17/2025HB Wealth Management LLC74,467$8.79M0.1%+2.3%0.010%
7/17/2025Janney Capital Management LLC92,809$10.95M0.7%-0.5%0.012%
7/17/2025Janney Montgomery Scott LLC638,356$75.33M0.2%-1.2%0.082%
7/17/2025Venture Visionary Partners LLC6,847$808K0.0%+5.4%0.001%
7/17/2025Campion Asset Management3,815$450K0.3%-3.7%0.000%
7/17/2025Smith Chas P & Associates PA Cpas5,762$680K0.0%-2.3%0.001%
7/17/2025Oakworth Capital Inc.4,786$565K0.0%-17.5%0.001%
7/17/2025Baron Silver Stevens Financial Advisors LLC3,177$375K0.1%+7.7%0.000%
7/17/2025Invesco LLC10,645$1.26M0.5%-7.9%0.001%
7/17/2025SWS Partners16,076$1.90M0.5%-4.1%0.002%
7/17/2025Wolff Wiese Magana LLC16,998$2.01M1.2%-0.8%0.002%
7/17/2025Archford Capital Strategies LLC7,994$943K0.1%-5.0%0.001%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,763$326K0.1%N/A0.000%
7/17/2025Moss Adams Wealth Advisors LLC3,011$355K0.0%+5.3%0.000%
7/17/2025GC Wealth Management RIA LLC4,824$569K0.0%N/A0.001%
7/17/2025Alpine Bank Wealth Management2,852$337K0.1%-5.9%0.000%
7/17/2025Hanson & Doremus Investment Management13,919$1.64M0.2%-15.3%0.002%
7/17/2025V Square Quantitative Management LLC7,573$894K0.1%+8.0%0.001%
7/17/2025Sound Income Strategies LLC6,941$819K0.0%+264.0%0.001%
7/17/2025First County Bank CT 12,965$1.53M0.8%-12.5%0.002%
7/17/2025Global Trust Asset Management LLC807$95K0.1%+162.9%0.000%
7/17/2025Smith Salley Wealth Management54,212$6.40M0.4%+4.7%0.007%
7/17/2025Wagner Wealth Management LLC15,531$1.83M0.4%+3.6%0.002%
7/17/2025San Luis Wealth Advisors LLC5,744$678K0.1%-6.2%0.001%
7/17/2025Grandview Asset Management LLC14,227$1.68M0.5%+0.7%0.002%
7/17/2025Patton Albertson Miller Group LLC4,820$569K0.1%+20.7%0.001%
7/17/2025CWA Asset Management Group LLC133,783$15.79M0.7%-1.4%0.017%
7/17/2025Sonora Investment Management Group LLC5,622$663K0.0%+6.8%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH505,512$59.65M0.3%-8.8%0.065%
7/17/2025Guyasuta Investment Advisors Inc.5,729$676K0.0%-2.3%0.001%
7/17/2025Ausbil Investment Management Ltd44,190$5.21M3.1%N/A0.006%
7/17/2025Stockman Wealth Management Inc.6,419$757K0.1%-1.7%0.001%
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7/17/2025Financial Partners Group LLC5,760$680K0.2%-30.4%0.001%
7/17/2025Avior Wealth Management LLC3,317$391K0.0%+3.9%0.000%
7/17/2025Uncommon Cents Investing LLC3,409$402K0.1%+14.8%0.000%
7/17/2025Charles Schwab Trust Co4,540$536K0.0%+41.6%0.001%
7/17/2025Blossom Wealth Management2,445$289K0.5%-10.6%0.000%
7/17/2025LVW Advisors LLC20,746$2.45M0.3%+5.6%0.003%
7/16/2025 Townsend Asset Management Corp NC ADV32,496$3.83M1.4%-2.3%0.004%
7/16/2025 Mariner Investment Group LLC50,000$5.90M2.1%N/A0.006%
7/16/2025 West Branch Capital LLC1,838$217K0.1%-7.1%0.000%
7/16/2025 Advisors Management Group Inc. ADV27,495$3.24M0.6%-1.2%0.004%
7/16/2025 Signaturefd LLC18,548$2.19M0.0%+5.1%0.002%
7/16/2025 Howard Capital Management Group LLC1,048$124K0.0%-8.7%0.000%
7/16/2025 Meridian Investment Counsel Inc.4,190$494K0.1%+11.9%0.001%
7/16/2025 State of Alaska Department of Revenue87,200$10.29M0.1%-4.1%0.011%
7/16/2025 Old Port Advisors18,944$2.24M0.6%+7.0%0.002%
7/16/2025 Patton Fund Management Inc.1,837$217K0.2%N/A0.000%
7/16/2025 Kathmere Capital Management LLC2,724$321K0.0%+13.0%0.000%
7/16/2025 ST Germain D J Co. Inc.4,271$504K0.0%+34.3%0.001%
7/16/2025 Patron Partners LLC2,017$238K0.1%-14.4%0.000%
7/16/2025 LS Investment Advisors LLC11,360$1.34M0.2%+11.2%0.001%
7/16/2025 Randolph Co Inc120,743$14.25M1.5%+625.3%0.016%
7/16/2025 CX Institutional6,953$821K0.0%+5.6%0.001%
7/16/2025 American National Bank & Trust3,624$428K0.0%+1,120.2%0.000%
7/16/2025 Hartford Investment Management Co.46,866$5.53M0.2%-1.0%0.006%
7/16/2025 Meyer Handelman Co.69,730$8.23M0.3%-1.2%0.009%
7/16/2025 Old North State Wealth Management LLC27,755$3.28M1.7%+4.2%0.004%
7/16/2025 Banque Pictet & Cie SA30,400$3.59M0.0%+1.3%0.004%
7/16/2025 Register Financial Advisors LLC5,313$627K0.3%-2.7%0.001%
7/16/2025 Dakota Wealth Management19,164$2.26M0.0%-13.8%0.002%
7/16/2025 Perigon Wealth Management LLC14,012$1.65M0.0%+10.0%0.002%
7/16/2025 Octavia Wealth Advisors LLC3,802$449K0.1%-21.8%0.000%
7/16/2025 Maridea Wealth Management LLC8,863$1.05M0.3%N/A0.001%
7/16/2025 Castleview Partners LLC2,264$267K0.2%+12.3%0.000%
7/15/2025 Retirement Guys Formula LLC9,834$1.16M0.4%+8.6%0.001%
7/15/2025 Jeppson Wealth Management LLC15,972$1.89M0.7%-1.2%0.002%
7/15/2025 Xcel Wealth Management LLC3,647$430K0.1%+16.2%0.000%
7/15/2025 Beacon Investment Advisory Services Inc.55,725$6.58M0.3%+8.5%0.007%
7/15/2025 Cassia Capital Partners LLC9,821$1.16M0.7%-2.3%0.001%
7/15/2025 Missouri Trust & Investment Co1,140$135K0.0%+17.4%0.000%
7/15/2025 Regatta Capital Group LLC1,855$219K0.0%+11.2%0.000%
7/15/2025 TD Private Client Wealth LLC51,460$6.07M0.1%-0.3%0.007%
7/15/2025 Public Employees Retirement System of Ohio318,807$37.62M0.1%-0.6%0.041%
7/15/2025 Lynch & Associates IN31,737$3.75M0.8%+2.6%0.004%
7/15/2025 Kentucky Trust Co22,431$2.65M1.5%-1.5%0.003%
7/15/2025 Alhambra Investment Management LLC2,155$254K0.1%-5.0%0.000%
7/15/2025 Buttonwood Financial Advisors Inc.2,326$274K0.1%-12.3%0.000%
7/15/2025 Financial Management Professionals Inc.6,100$720K0.1%-5.1%0.001%
7/15/2025 Ballentine Partners LLC10,282$1.21M0.0%+4.4%0.001%
7/15/2025 Cigna Investments Inc. New7,597$896K0.2%-1.9%0.001%
7/15/2025 BCS Wealth Management8,095$955K0.2%+359.4%0.001%
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7/15/2025 Charter Capital Management LLC DE3,042$359K0.2%N/A0.000%
7/15/2025 Norden Group LLC19,055$2.25M0.2%+1.2%0.002%
7/15/2025 Accurate Wealth Management LLC4,463$527K0.1%+2.4%0.001%
7/15/2025 Main Street Group LTD220$26K0.0%-34.1%0.000%
7/15/2025 Fifth Third Bancorp406,305$47.94M0.2%+30.1%0.052%
7/15/2025 CCM Investment Advisers LLC98,412$11.61M1.3%+0.7%0.013%
7/15/2025 Waycross Partners LLC3,061$361K0.0%N/A0.000%
7/15/2025 Forte Capital LLC ADV22,988$2.71M0.3%-0.9%0.003%
7/15/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO2,546$300K0.1%-5.8%0.000%
7/15/2025 Focused Wealth Management Inc1,854$219K0.0%-33.2%0.000%
(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, 2,361 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 2,019 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 78,938,723 shares in the last 24 months. This purchase volume represents approximately $9.12B in transactions.

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

Of the 1,095 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 Assenagon Asset Management S.A. ($1.72M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 79,849,480 shares in the last 24 months. This volume of shares sold represents approximately $9.08B in transactions.


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This page (NYSE:DUK) was last updated on 7/18/2025 by MarketBeat.com Staff
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