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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$108.28 +1.20 (+1.12%)
(As of 12/20/2024 05:45 PM ET)
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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)
1144
Total
Institutional Inflows
(last 12 months)
$4.43B
Number of
Institutional Sellers
(last 12 months)
955
Total
Institutional Outflows
(last 12 months)
$4.81B
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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
12/19/2024 Principal Financial Group Inc.960,178$110.71M0.1%+4.1%0.124%
12/13/2024 B. Riley Wealth Advisors Inc.71,669$8.28M0.2%-5.2%0.009%
12/11/2024 1ST Source Bank11,043$1.27M0.1%-1.2%0.001%
12/11/2024 Alternative Investment Advisors LLC.2,190$252K0.1%+9.4%0.000%
12/10/2024 Birmingham Capital Management Co. Inc. AL30,427$3.51M1.3%-1.1%0.004%
12/6/2024 Logan Capital Management Inc.33,248$3.83M0.2%-1.3%0.004%
12/6/2024 Retirement Systems of Alabama168,949$19.48M0.1%-0.8%0.022%
12/2/2024 Capasso Planning Partners LLC1,837$212K0.1%-11.9%0.000%
12/2/2024 Inspire Trust Co. N.A.9,500$1.10M0.3%-3.5%0.001%
12/2/2024 Beaird Harris Wealth Management LLC239$28K0.0%-87.2%0.000%
11/29/2024 Old North State Trust LLC27,125$3.13M2.5%+0.6%0.004%
11/27/2024 Franklin Resources Inc.8,137,647$936.56M0.3%-71.6%1.053%
11/26/2024 Peapack Gladstone Financial Corp40,782$4.70M0.1%-2.4%0.005%
11/25/2024 Synovus Financial Corp148,774$17.15M0.2%-3.0%0.019%
11/25/2024 Tidal Investments LLC24,787$2.86M0.0%+3.0%0.003%
11/25/2024 Blankinship & Foster LLC40,720$4.70M0.8%N/A0.005%
11/25/2024 Cim Investment Management Inc.3,285$379K0.1%-3.0%0.000%
11/25/2024 Destination Wealth Management4,895$564K0.0%+27.9%0.001%
11/25/2024 Wilmington Savings Fund Society FSB31,260$3.60M0.1%+250.1%0.004%
11/25/2024 Sfmg LLC1,990$229K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC8,897$1.03M0.0%-25.0%0.001%
11/25/2024 Sanctuary Advisors LLC209,085$23.98M0.2%+60.3%0.027%
11/25/2024 Pine Valley Investments Ltd Liability Co1,872$216K0.0%-21.0%0.000%
11/22/2024 Stock Yards Bank & Trust Co.35,083$4.05M0.1%-1.5%0.005%
11/21/2024 Anchor Investment Management LLC81,252$9.37M0.9%+1.6%0.011%
11/21/2024 Tudor Financial Inc.4,024$464K0.3%N/A0.001%
11/21/2024 Chelsea Counsel Co.2,701$311K0.2%+14.9%0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd23,349$2.68M0.5%+5.7%0.003%
11/21/2024 Wealthquest Corp4,481$521K0.0%-26.4%0.001%
11/21/2024 Aldebaran Financial Inc.3,525$406K0.5%-5.4%0.000%
11/20/2024 Virtu Financial LLC17,455$2.01M0.1%N/A0.002%
11/20/2024 Bard Financial Services Inc.4,855$560K0.1%-18.7%0.001%
11/19/2024 Invst LLC2,583$298K0.0%+19.4%0.000%
11/19/2024 Citizens Business Bank4,413$509K0.1%-25.5%0.001%
11/19/2024 TCW Group Inc.10,547$1.22M0.0%-2.3%0.001%
11/18/2024 TD Private Client Wealth LLC45,546$5.25M0.2%-23.1%0.006%
11/18/2024 Virtue Capital Management LLC2,199$254K0.1%-7.7%0.000%
11/18/2024 Arete Wealth Advisors LLC5,413$623K0.1%-24.9%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky142,994$16.49M0.1%-2.4%0.019%
11/18/2024 Toronto Dominion Bank460,151$53.06M0.1%+14.2%0.060%
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11/18/2024 Chiron Investment Management LLC17,484$2.02M0.7%N/A0.002%
11/18/2024 Coldstream Capital Management Inc.51,164$5.90M0.1%+0.4%0.007%
11/18/2024 First Dallas Securities Inc.9,908$1.14M0.5%-8.5%0.001%
11/16/2024 Geode Capital Management LLC17,488,176$2.02B0.2%+2.6%2.264%
11/15/2024 MidWestOne Financial Group Inc.7,790$898K0.1%-1.8%0.001%
11/15/2024 Goodman Advisory Group LLC37,681$4.35M1.2%+30.8%0.005%
11/15/2024 Brophy Wealth Management LLC3,655$421K0.2%N/A0.000%
11/15/2024 Vestcor Inc119,424$13.77M0.4%-7.5%0.015%
11/15/2024 Adalta Capital Management LLC19,831$2.29M1.2%+21.3%0.003%
11/15/2024 Duff & Phelps Investment Management Co.365,058$42.09M0.5%-0.6%0.047%
11/15/2024 Continuum Advisory LLC6,928$767K0.1%-5.0%0.001%
11/15/2024 Drucker Wealth 3.0 LLC34,567$3.99M1.0%+1.6%0.004%
11/15/2024 Public Employees Retirement System of Ohio348,619$40.20M0.2%-0.9%0.045%
11/15/2024 Groupama Asset Managment2,200,000$2.54M0.0%N/A0.285%
11/15/2024 Y Intercept Hong Kong Ltd15,693$1.81M0.1%-9.3%0.002%
11/15/2024 Raab & Moskowitz Asset Management LLC2,794$322K0.1%+12.3%0.000%
11/15/2024 MML Investors Services LLC255,842$29.50M0.1%-3.1%0.033%
11/15/2024 First National Bank of Omaha28,973$3.34M0.2%-5.2%0.004%
11/15/2024 Dean Investment Associates LLC61,877$7.13M1.0%-30.3%0.008%
11/15/2024 Legacy Investment Solutions LLC257$29K0.0%N/A0.000%
11/15/2024 Headinvest LLC6,921$798K0.1%+7.4%0.001%
11/15/2024 Orion Portfolio Solutions LLC151,323$17.45M0.4%-5.3%0.020%
11/15/2024 Yaupon Capital Management LP93,599$10.79M0.6%N/A0.012%
11/15/2024 Zimmer Partners LP1,442,000$166.26M3.0%N/A0.187%
11/15/2024 Zurich Insurance Group Ltd FI428,084$49.36M0.4%N/A0.055%
11/15/2024 iSAM Funds UK Ltd17,570$2.03M1.1%N/A0.002%
11/15/2024 Brookfield Corp ON1,002,811$115.62M0.7%+112.6%0.130%
11/15/2024 Glen Eagle Advisors LLC5,752$663K0.1%-2.7%0.001%
11/15/2024 iA Global Asset Management Inc.22,652$2.61M0.0%+2.7%0.003%
11/15/2024 EP Wealth Advisors LLC30,113$3.47M0.0%+21.7%0.004%
11/15/2024 United Services Automobile Association18,630$2.15M0.1%-18.1%0.002%
11/15/2024 Insigneo Advisory Services LLC10,495$1.21M0.1%+4.1%0.001%
11/15/2024 Kovitz Investment Group Partners LLC21,334$2.46M0.0%-1.1%0.003%
11/15/2024 Voya Financial Advisors Inc.12,799$1.48M0.2%-6.0%0.002%
11/15/2024 Worldquant Millennium Advisors LLC27,013$3.12M0.0%+47.8%0.003%
11/15/2024 Weaver Consulting Group1,883$217K0.1%N/A0.000%
11/15/2024 Wills Financial Group Inc.6,908$796K0.3%+4.6%0.001%
11/15/2024 Stifel Financial Corp705,490$81.34M0.1%-7.9%0.091%
11/15/2024 Safe Harbor Fiduciary LLC1,518$175K0.2%N/A0.000%
11/15/2024 SageView Advisory Group LLC9,074$1.05M0.1%-32.7%0.001%
11/15/2024 Quantinno Capital Management LP45,386$5.23M0.1%+40.9%0.006%
11/15/2024 Royal London Asset Management Ltd.372,851$42.99M0.1%-4.7%0.048%
11/15/2024 Resurgent Financial Advisors LLC4,460$514K0.3%-38.8%0.001%
11/15/2024 Reynders McVeigh Capital Management LLC4,132$476K0.0%+11.1%0.001%
11/15/2024 Morse Asset Management Inc1,500$173K0.0%N/A0.000%
11/15/2024 IHT Wealth Management LLC22,292$2.57M0.1%+17.7%0.003%
11/15/2024 Ingalls & Snyder LLC11,114$1.28M0.0%-21.7%0.001%
11/15/2024 Integrated Wealth Concepts LLC36,253$4.18M0.1%-3.3%0.005%
11/15/2024 Investment Management Corp of Ontario25,576$2.95M0.1%+48.9%0.003%
11/15/2024 IronBridge Private Wealth LLC3,903$450K0.2%+6.9%0.001%
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11/15/2024 Jacobs Levy Equity Management Inc.280,828$32.38M0.1%N/A0.036%
11/15/2024 Janus Henderson Group PLC96,936$11.17M0.0%+1.6%0.013%
11/15/2024 Harmony Asset Management LLC16,671$1.92M0.7%+5.9%0.002%
11/15/2024 HighTower Advisors LLC581,498$67.00M0.1%+14.7%0.075%
11/15/2024 Hilltop Holdings Inc.23,388$2.70M0.2%+59.2%0.003%
11/15/2024 Centiva Capital LP19,613$2.26M0.0%N/A0.003%
11/15/2024 Chevy Chase Trust Holdings LLC416,068$47.97M0.1%-2.0%0.054%
11/15/2024 Cinctive Capital Management LP114,864$13.24M0.7%+17.6%0.015%
11/15/2024 Ascent Group LLC24,952$2.88M0.2%-7.9%0.003%
11/15/2024 Beacon Investment Advisory Services Inc.45,232$5.22M0.2%+2.2%0.006%
(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, 2,093 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.84B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Wellington Management Group LLP ($2.21B), Massachusetts Financial Services Co. MA ($2.07B), Geode Capital Management LLC ($2.02B), and Capital Research Global Investors ($1.11B).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 1,767 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), Mitsubishi UFJ Trust & Banking Corp ($4.15M), Providence Capital Advisors LLC ($3.50M), American Century Companies Inc. ($2.40M), Capital Research Global Investors ($2.30M), Zimmer Partners LP ($2.27M), and Groupama Asset Managment ($2.20M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 91,573,617 shares in the last 24 months. This purchase volume represents approximately $9.25B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,363 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. ($20.64M), New York State Common Retirement Fund ($8.66M), Wellington Management Group LLP ($4.40M), BlackRock Inc. ($2.54M), FMR LLC ($1.96M), Capital Wealth Planning LLC ($1.75M), and Massachusetts Financial Services Co. MA ($1.22M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 71,604,560 shares in the last 24 months. This volume of shares sold represents approximately $7.44B in transactions.


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This page (NYSE:DUK) was last updated on 12/21/2024 by MarketBeat.com Staff
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