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Duke Energy (DUK) Institutional Ownership

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$118.12 -0.98 (-0.82%)
Closing price 03/24/2025 03:59 PM Eastern
Extended Trading
$118.18 +0.06 (+0.06%)
As of 03/24/2025 07:42 PM 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)
1339
Total
Institutional Inflows
(last 12 months)
$5.62B
Number of
Institutional Sellers
(last 12 months)
1009
Total
Institutional Outflows
(last 12 months)
$7.14B
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DUK Institutional Buying and Selling by Quarter

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Duke Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fulcrum Equity Management3,842$414K0.4%-4.6%0.000%
3/21/2025Prostatis Group LLC3,630$391K0.1%+13.0%0.000%
3/18/2025111 Capital4,561$491K0.1%N/A0.001%
3/17/2025 NorthCrest Asset Manangement LLC175,155$18.87M0.6%+0.7%0.023%
3/12/2025 Northstar Financial Companies Inc.6,660$718K0.7%N/A0.001%
3/12/2025 Centaurus Financial Inc.5,409$583K0.0%+5.2%0.001%
3/11/2025 Anchor Pointe Wealth Management LLC2,338$252K0.3%N/A0.000%
3/10/2025 SpringVest Wealth Management LLC3,019$325K0.3%N/A0.000%
3/10/2025 Old North State Trust LLC26,868$2.90M1.8%-0.9%0.003%
3/10/2025 Mattson Financial Services LLC244$28K0.0%N/A0.000%
3/7/2025 Aegis Wealth Management LLC5,803$625K0.4%N/A0.001%
3/5/2025 Probity Advisors Inc.5,211$561K0.1%+5.8%0.001%
3/4/2025 Birmingham Capital Management Co. Inc. AL29,594$3.19M1.2%-2.7%0.004%
3/4/2025 Siemens Fonds Invest GmbH18,206$1.96M0.1%+190.7%0.002%
2/28/2025 Park Square Financial Group LLC616$66K0.0%N/A0.000%
2/28/2025 Menard Financial Group LLC587$63K0.0%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.4,703$507K0.3%-9.0%0.001%
2/27/2025 Carolinas Wealth Consulting LLC29,658$3.20M0.6%-3.1%0.004%
2/26/2025 Capital A Wealth Management LLC625$67K0.1%N/A0.000%
2/26/2025 Virtue Capital Management LLC2,029$219K0.0%-7.7%0.000%
2/26/2025 Sculati Wealth Management LLC4,575$493K0.2%+31.5%0.001%
2/25/2025 Leigh Baldwin & CO. LLC2,389$257K0.1%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.68,370$7.37M0.2%-4.6%0.009%
2/25/2025 Armis Advisers LLC4,526$488K0.1%N/A0.001%
2/25/2025 Integrated Advisors Network LLC16,047$1.73M0.1%-1.3%0.002%
2/24/2025 Pullen Investment Management LLC12,847$1.38M0.9%-4.4%0.002%
2/24/2025 Hall Capital Management Co. Inc.22,812$2.46M1.1%N/A0.003%
2/24/2025 Cypress Asset Management Inc. TX2,175$234K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.3,166$355K0.2%N/A0.000%
2/24/2025 United Advisor Group LLC3,171$342K0.1%+24.4%0.000%
2/24/2025 Challenger Wealth Management10,787$1.16M1.0%N/A0.001%
2/21/2025 Ascent Group LLC23,932$2.58M0.2%-4.1%0.003%
2/21/2025 Fidelity D & D Bancorp Inc.4,703$507K0.4%-9.0%0.001%
2/21/2025 Vermillion Wealth Management Inc.250$27K0.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp2,306,297$248.48M0.3%-9.4%0.299%
2/20/2025 Forum Financial Management LP2,060$222K0.0%N/A0.000%
2/20/2025 Griffith & Werner Inc.22,331$2.41M1.6%N/A0.003%
2/20/2025 Drucker Wealth 3.0 LLC33,725$3.63M0.8%-2.4%0.004%
2/20/2025 Revisor Wealth Management LLC2,054$228K0.2%-45.9%0.000%
2/19/2025 Warm Springs Advisors Inc.2,605$281K0.3%N/A0.000%
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2/19/2025 Formidable Asset Management LLC14,053$1.51M0.2%-2.6%0.002%
2/19/2025 North Star Asset Management Inc.2,620$282K0.0%+30.7%0.000%
2/19/2025 Invst LLC3,054$329K0.0%+18.2%0.000%
2/19/2025 GF Fund Management CO. LTD.56,597$6.10M0.1%N/A0.007%
2/19/2025 University of Texas Texas AM Investment Management Co.12,959$1.40M0.2%N/A0.002%
2/19/2025 Parr Mcknight Wealth Management Group LLC18,417$1.98M0.3%N/A0.002%
2/19/2025 WCG Wealth Advisors LLC10,113$1.09M0.1%-3.3%0.001%
2/19/2025 Public Employees Retirement System of Ohio339,696$36.60M0.1%-2.6%0.044%
2/18/2025 Hudson Value Partners LLC5,040$543K0.2%-4.0%0.001%
2/18/2025 Sunbelt Securities Inc.4,696$506K0.0%+20.7%0.001%
2/18/2025 GTS Securities LLC4,695$506K0.0%-94.0%0.001%
2/18/2025 Fourth Dimension Wealth LLC668$72K0.0%N/A0.000%
2/18/2025 Vise Technologies Inc.17,249$1.86M0.2%+39.7%0.002%
2/18/2025 Blue Fin Capital Inc.4,573$493K0.1%+6.3%0.001%
2/18/2025 Headinvest LLC6,255$674K0.1%-9.6%0.001%
2/18/2025 City National Bank of Florida MSD2,774$299K0.3%N/A0.000%
2/18/2025 JT Stratford LLC11,835$1.28M0.2%-0.8%0.002%
2/18/2025 Cornerstone Advisory LLC6,029$673K0.1%-9.9%0.001%
2/18/2025 Highview Capital Management LLC DE 10,891$1.17M0.5%N/A0.001%
2/18/2025 Inspire Trust Co. N.A.12,000$1.29M0.3%+26.3%0.002%
2/18/2025 Mosaic Family Wealth Partners LLC3,290$354K0.1%-3.0%0.000%
2/18/2025 Harmony Asset Management LLC15,763$1.70M0.7%-5.4%0.002%
2/18/2025 Orion Capital Management LLC333$36K0.0%N/A0.000%
2/18/2025 Adalta Capital Management LLC20,431$2.20M1.1%+3.0%0.003%
2/18/2025 McIlrath & Eck LLC1,255$135K0.0%+268.0%0.000%
2/18/2025 Novem Group2,784$300K0.0%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.7,515$810K0.1%-3.5%0.001%
2/18/2025 Taylor Hoffman Capital Management LLC10,691$1.15M0.4%-7.6%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp147,877$15.93M0.1%+14.8%0.019%
2/18/2025 Focus Partners Advisor Solutions LLC23,680$2.55M0.0%-5.1%0.003%
2/18/2025 First Heartland Consultants Inc.2,819$304K0.0%-43.7%0.000%
2/18/2025 Kolinsky Wealth Management LLC1,916$206K0.1%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC2,618$282K0.2%+8.4%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC3,700$399K0.2%+100.0%0.000%
2/18/2025 Principal Street Partners LLC52,388$5.64M1.1%+1.4%0.007%
2/17/2025 USS Investment Management Ltd214,691$23.13M0.2%-5.1%0.028%
2/17/2025 Voloridge Investment Management LLC26,322$2.84M0.0%N/A0.003%
2/17/2025 Worldquant Millennium Advisors LLC45,834$4.94M0.0%+69.7%0.006%
2/17/2025 Waverly Advisors LLC67,854$7.31M0.1%+12.1%0.009%
2/17/2025 Williams Jones Wealth Management LLC.12,497$1.35M0.0%+2.5%0.002%
2/17/2025 Woodline Partners LP46,391$5.00M0.0%N/A0.006%
2/17/2025 Zimmer Partners LP2,027,600$218.45M3.8%+40.6%0.262%
2/17/2025 Zurich Insurance Group Ltd FI455,211$49.04M0.4%+6.3%0.059%
2/17/2025 Victrix Investment Advisors16,046$1.73M1.2%N/A0.002%
2/17/2025 Vident Advisory LLC15,217$1.64M0.0%+8.9%0.002%
2/17/2025 Sone Capital Management LLC65,550$7.06M0.9%N/A0.008%
2/17/2025 Waters Parkerson & CO. LLC6,022$649K0.0%-2.0%0.001%
2/17/2025 Wexford Capital LP62,370$6.72M1.1%N/A0.008%
2/17/2025 Twinbeech Capital LP386,363$41.63M0.7%+1,109.6%0.050%
2/17/2025 Two Sigma Advisers LP477,400$51.44M0.1%N/A0.062%
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2/17/2025 Texas Bank & Trust Co3,085$332K0.1%N/A0.000%
2/17/2025 Tidal Investments LLC24,474$2.64M0.0%-1.3%0.003%
2/17/2025 Teza Capital Management LLC42,680$4.60M0.7%N/A0.006%
2/17/2025 TrinityPoint Wealth LLC11,252$1.21M0.2%-60.7%0.001%
2/17/2025 Strategic Wealth Partners Ltd.65,977$7.52M0.6%+30.5%0.009%
2/17/2025 Studio Investment Management LLC11,338$1.22M0.3%-16.9%0.001%
2/17/2025 Sentinus LLC2,419$261K0.1%-12.4%0.000%
2/17/2025 Snowden Capital Advisors LLC29,800$3.21M0.1%-41.5%0.004%
2/17/2025 Shepherd Kaplan Krochuk LLC8,029$865K0.7%-12.7%0.001%
2/17/2025 Sherbrooke Park Advisers LLC5,273$568K0.2%-63.7%0.001%
(Data available from 1/1/2016 forward)

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DUK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUK shares?

During the previous two years, 2,260 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 1,902 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), Assenagon Asset Management S.A. ($2.31M), Capital Research Global Investors ($2.30M), Groupama Asset Managment ($2.20M), and ExodusPoint Capital Management LP ($2.14M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 93,922,499 shares in the last 24 months. This purchase volume represents approximately $9.58B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,442 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 93,421,687 shares in the last 24 months. This volume of shares sold represents approximately $9.82B in transactions.


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This page (NYSE:DUK) was last updated on 3/25/2025 by MarketBeat.com Staff
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