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Duke Energy (DUK) Institutional Ownership

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$122.53 +2.36 (+1.96%)
Closing price 03:59 PM Eastern
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$122.42 -0.11 (-0.09%)
As of 06:21 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)
1368
Total
Institutional Inflows
(last 12 months)
$5.84B
Number of
Institutional Sellers
(last 12 months)
1023
Total
Institutional Outflows
(last 12 months)
$7.31B
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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
4/22/2025Ellis Investment Partners LLC2,895$353K0.1%+16.7%0.000%
4/22/2025Kentucky Retirement Systems Insurance Trust Fund22,444$2.74M0.2%-10.2%0.003%
4/22/2025Kentucky Retirement Systems52,695$6.43M0.2%-0.7%0.007%
4/22/2025Childress Capital Advisors LLC3,268$399K0.1%+6.3%0.000%
4/22/2025Buck Wealth Strategies LLC8,638$1.05M0.2%N/A0.001%
4/22/2025Rappaport Reiches Capital Management LLC1,953$238K0.1%N/A0.000%
4/22/2025Cullinan Associates Inc.24,912$3.04M0.2%-6.1%0.003%
4/22/2025First PREMIER Bank63,601$7.76M2.0%+3.3%0.008%
4/22/2025Canton Hathaway LLC331$40K0.0%-29.7%0.000%
4/22/2025Woodmont Investment Counsel LLC172,733$21.07M1.5%+3.3%0.022%
4/22/2025Sawyer & Company Inc8,334$1.02M0.4%-6.5%0.001%
4/22/2025Weaver Capital Management LLC13,462$1.64M0.4%-1.1%0.002%
4/22/2025Aspire Private Capital LLC24,463$2.98M0.7%-1.4%0.003%
4/22/2025World Equity Group Inc.3,821$456K0.1%+18.0%0.000%
4/22/2025Norway Savings Bank13,999$1.71M1.0%-5.8%0.002%
4/22/2025GAM Holding AG15,349$1.87M0.1%N/A0.002%
4/22/2025ERTS Wealth Advisors LLC3,569$435K0.1%-3.1%0.000%
4/22/2025Castleview Partners LLC2,016$246K0.2%-6.4%0.000%
4/22/2025PFG Investments LLC31,409$3.83M0.2%+0.5%0.004%
4/22/2025Advocate Group LLC72,734$8.87M1.6%-4.3%0.009%
4/22/2025Jamison Private Wealth Management Inc.49,941$6.09M0.9%+1.2%0.006%
4/22/2025Private Wealth Partners LLC14,707$1.79M0.1%-2.5%0.002%
4/22/2025Advisor Resource Council2,906$354K0.0%N/A0.000%
4/22/2025Segment Wealth Management LLC9,124$1.11M0.1%+11.3%0.001%
4/22/2025Compass Ion Advisors LLC1,747$213K0.0%-9.3%0.000%
4/22/2025Cantor Fitzgerald Investment Advisors L.P.120,847$14.74M1.1%-11.0%0.016%
4/21/2025L.M. Kohn & Company6,992$853K0.2%-2.7%0.001%
4/21/2025Meriwether Wealth & Planning LLC3,759$458K0.3%+3.2%0.000%
4/21/2025Stableford Capital II LLC8,987$1.10M0.5%-5.3%0.001%
4/21/2025Spirit of America Management Corp NY15,600$1.90M0.4%+3.0%0.002%
4/21/2025Good Steward Wealth Advisors LLC7,043$859K0.8%N/A0.001%
4/21/2025Avior Wealth Management LLC3,194$390K0.0%-52.1%0.000%
4/21/2025OLD Second National Bank of Aurora1,726$211K0.0%-5.5%0.000%
4/21/2025LongView Wealth Management12,800$1.56M0.5%+0.8%0.002%
4/21/2025Retirement Systems of Alabama166,754$20.34M0.1%-0.3%0.021%
4/21/2025Means Investment CO. Inc.3,096$378K0.0%-11.1%0.000%
4/21/2025Walter & Keenan Wealth Management LLC IN ADV3,089$377K0.1%+6.0%0.000%
4/21/2025Blue Trust Inc.34,786$4.24M0.1%+2.7%0.004%
4/21/2025Townsend Asset Management Corp NC ADV33,258$4.06M1.6%+2.8%0.004%
4/21/2025Curran Financial Partners LLC1,754$214K0.1%-14.5%0.000%
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4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,255$1.94M0.3%+3.3%0.002%
4/21/2025Silver Oak Securities Incorporated12,629$1.51M0.1%+6.2%0.002%
4/21/2025United Advisor Group LLC2,080$254K0.1%-34.4%0.000%
4/21/2025ORG Wealth Partners LLC443$54K0.0%N/A0.000%
4/21/2025Plimoth Trust Co. LLC33,058$4.03M1.1%+3.0%0.004%
4/21/2025Envestnet Portfolio Solutions Inc.165,858$20.23M0.1%-13.9%0.021%
4/21/2025Sterling Investment Counsel LLC3,554$433K0.1%+8.9%0.000%
4/21/2025TCI Wealth Advisors Inc.1,790$218K0.0%-12.3%0.000%
4/21/2025Redwood Wealth Management Group LLC1,808$221K0.1%N/A0.000%
4/21/2025Friedenthal Financial8,226$1.00M0.6%N/A0.001%
4/21/2025Janney Capital Management LLC93,263$11.38M0.8%-5.1%0.012%
4/21/2025Bigelow Investment Advisors LLC7,123$869K0.4%+8.7%0.001%
4/21/2025Johnson Investment Counsel Inc.52,244$6.37M0.1%+17.5%0.007%
4/21/2025Steel Grove Capital Advisors LLC18,494$2.26M0.3%+3.6%0.002%
4/21/2025PSI Advisors LLC2,901$354K0.1%-42.1%0.000%
4/21/2025Grandview Asset Management LLC14,135$1.72M0.7%+0.6%0.002%
4/21/2025State of Alaska Department of Revenue90,915$11.09M0.1%+3.2%0.012%
4/21/2025CWA Asset Management Group LLC135,710$16.55M0.8%-5.4%0.017%
4/21/2025MFA Wealth Advisors LLC19,154$2.34M0.6%+2.3%0.002%
4/21/2025JBR Co Financial Management Inc10,028$1.22M0.7%+5.2%0.001%
4/21/2025Kingswood Wealth Advisors LLC22,477$2.74M0.1%+10.5%0.003%
4/21/2025Essex Savings Bank7,623$930K0.2%-2.0%0.001%
4/21/2025Pegasus Asset Management Inc.35,916$4.38M1.8%+3.9%0.005%
4/18/2025 Financial Partners Group LLC8,276$1.01M0.4%-7.6%0.001%
4/18/2025 Cornerstone Wealth Management LLC14,298$1.74M0.1%+1.6%0.002%
4/18/2025 Bender Robert & Associates1,848$225K0.1%N/A0.000%
4/18/2025 Mezzasalma Advisors LLC1,878$229K0.1%N/A0.000%
4/18/2025 Shepherd Financial Partners LLC30,048$3.67M0.4%+4.3%0.004%
4/18/2025 Market Street Wealth Management Advisors LLC3,016$368K0.1%+3.8%0.000%
4/18/2025 GSB Wealth Management LLC5,238$639K0.2%-1.8%0.001%
4/18/2025 CENTRAL TRUST Co48,709$5.94M0.1%-2.5%0.006%
4/18/2025 Wendell David Associates Inc.3,802$464K0.0%-27.4%0.000%
4/18/2025 San Luis Wealth Advisors LLC6,124$747K0.2%N/A0.001%
4/18/2025 Global Trust Asset Management LLC307$37K0.0%-24.9%0.000%
4/18/2025 Bell Bank87,629$10.69M0.6%+3.7%0.011%
4/18/2025 Insigneo Advisory Services LLC10,332$1.26M0.1%-5.6%0.001%
4/18/2025 Wagner Wealth Management LLC14,985$1.83M0.5%+1.6%0.002%
4/17/2025 NBT Bank N A NY6,033$736K0.1%-3.5%0.001%
4/17/2025 Robertson Stephens Wealth Management LLC2,730$333K0.0%-5.7%0.000%
4/17/2025 Lynch & Associates IN30,942$3.77M0.8%-1.4%0.004%
4/17/2025 Schaper Benz & Wise Investment Counsel Inc. WI48,658$5.94M0.5%-3.1%0.006%
4/17/2025 AA Financial Advisors LLC6,270$765K0.2%+3.0%0.001%
4/17/2025 Blackston Financial Advisory Group LLC3,227$394K0.2%-4.3%0.000%
4/17/2025 Fortitude Advisory Group L.L.C.1,789$215K0.2%N/A0.000%
4/17/2025 Copia Wealth Management1,017$124K0.1%+1,110.7%0.000%
4/17/2025 Grove Bank & Trust3,472$423K0.1%-40.2%0.000%
4/17/2025 Grimes & Company Inc.9,360$1.14M0.0%+4.3%0.001%
4/17/2025 Stockman Wealth Management Inc.6,531$797K0.1%+1.5%0.001%
4/17/2025 QRG Capital Management Inc.201,257$24.55M0.3%+9.9%0.026%
4/17/2025 Sentry LLC1,745$213K0.0%N/A0.000%
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4/17/2025 Sagespring Wealth Partners LLC30,534$3.72M0.0%+24.8%0.004%
4/17/2025 Precedent Wealth Partners LLC12,243$1.49M0.4%+22.1%0.002%
4/17/2025 Sowell Financial Services LLC32,596$3.98M0.2%+1.4%0.004%
4/17/2025 Janney Montgomery Scott LLC645,842$78.77M0.2%+0.8%0.083%
4/17/2025 Mission Wealth Management LP15,840$1.93M0.0%-6.8%0.002%
4/17/2025 Trust Point Inc.4,770$582K0.1%-33.9%0.001%
4/17/2025 Cyndeo Wealth Partners LLC5,110$623K0.0%-4.6%0.001%
4/17/2025 Hanson & Doremus Investment Management16,429$2.00M0.3%+10.8%0.002%
4/17/2025 Acropolis Investment Management LLC932$114K0.0%N/A0.000%
4/17/2025 Abound Wealth Management318$39K0.0%-51.4%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, 2,266 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($7.85B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Wellington Management Group LLP ($2.21B), Massachusetts Financial Services Co. MA ($1.95B), Geode Capital Management LLC ($1.93B), and Morgan Stanley ($923.91M).Learn more on DUK's institutional investors.

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

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

Which institutional investors have been buying Duke Energy stock?

Of the 1,912 institutional investors that purchased Duke Energy 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), Providence Capital Advisors LLC ($3.50M), Zimmer Partners LP ($2.86M), Capital Research Global Investors ($2.30M), Groupama Asset Managment ($2.20M), Assenagon Asset Management S.A. ($2.19M), and ExodusPoint Capital Management LP ($2.14M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 95,483,018 shares in the last 24 months. This purchase volume represents approximately $9.78B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,456 institutional investors that sold Duke Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($20.79M), New York State Common Retirement Fund ($8.66M), Pathway Financial Advisers LLC ($6.72M), Capital Research Global Investors ($4.62M), Wellington Management Group LLP ($4.40M), GQG Partners LLC ($4.34M), and BlackRock Inc. ($2.54M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 94,430,337 shares in the last 24 months. This volume of shares sold represents approximately $9.96B in transactions.


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This page (NYSE:DUK) was last updated on 4/22/2025 by MarketBeat.com Staff
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