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Duke Energy (DUK) Institutional Ownership

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$109.34 +0.28 (+0.26%)
As of 01/17/2025 03:59 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)
1137
Total
Institutional Inflows
(last 12 months)
$4.46B
Number of
Institutional Sellers
(last 12 months)
944
Total
Institutional Outflows
(last 12 months)
$4.90B
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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
1/17/2025 New Century Financial Group LLC3,094$333K0.1%+33.8%0.000%
1/17/2025 Spinnaker Investment Group LLC2,637$284K0.1%-8.1%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC1,927$208K0.1%N/A0.000%
1/17/2025 Secure Asset Management LLC2,191$236K0.0%N/A0.000%
1/17/2025 Red Door Wealth Management LLC43,309$4.67M0.7%+8.1%0.006%
1/17/2025 Avior Wealth Management LLC6,670$719K0.0%-8.7%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.47,517$5.12M0.2%+5.1%0.006%
1/17/2025 Raleigh Capital Management Inc.17,715$1.91M0.7%-2.3%0.002%
1/17/2025 D.B. Root & Company LLC4,555$491K0.2%-2.3%0.001%
1/17/2025 Mutual Advisors LLC21,034$2.29M0.1%-2.4%0.003%
1/17/2025 First PREMIER Bank61,570$6.63M1.7%-0.8%0.008%
1/17/2025 Wendell David Associates Inc.5,240$565K0.1%+2.0%0.001%
1/17/2025 Wesbanco Bank Inc.60,608$6.53M0.2%-3.2%0.008%
1/17/2025 Janney Montgomery Scott LLC640,899$69.05M0.2%-1.2%0.083%
1/17/2025 Bartlett & CO. Wealth Management LLC612,162$65.95M1.0%-1.2%0.079%
1/17/2025 Phillips Wealth Planners LLC5,597$593K0.6%+5.0%0.001%
1/17/2025 Park Place Capital Corp4,027$434K0.1%-9.9%0.001%
1/17/2025 Janney Capital Management LLC98,257$10.59M0.7%-1.7%0.013%
1/17/2025 Daymark Wealth Partners LLC38,948$4.20M0.1%+0.5%0.005%
1/17/2025 Albion Financial Group UT8,369$902K0.1%+18.8%0.001%
1/17/2025 ERTS Wealth Advisors LLC3,682$397K0.1%-5.1%0.000%
1/17/2025 Advisory Alpha LLC15,962$1.72M0.1%-4.9%0.002%
1/17/2025 Missouri Trust & Investment Co1,071$115K0.0%+10.3%0.000%
1/17/2025 Dakota Wealth Management22,309$2.40M0.1%-4.7%0.003%
1/17/2025 XML Financial LLC4,870$525K0.0%-1.9%0.001%
1/17/2025 Nisa Investment Advisors LLC37,449$4.04M0.0%+31.5%0.005%
1/17/2025 Traphagen Investment Advisors LLC4,642$500K0.1%-4.6%0.001%
1/17/2025 Genesis Private Wealth LLC3,759$405K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC3,645$393K0.0%+19.6%0.000%
1/17/2025 Verum Partners LLC3,972$428K0.1%-3.7%0.001%
1/17/2025 Howard Capital Management Group LLC1,148$124K0.0%-13.6%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH565,624$60.94M0.4%+1.4%0.073%
1/17/2025 Atomi Financial Group Inc.13,292$1.43M0.1%+7.4%0.002%
1/17/2025 LifePlan Financial LLC7,977$859K0.8%+28.1%0.001%
1/17/2025 Transform Wealth LLC5,768$621K0.0%+49.3%0.001%
1/17/2025 Segment Wealth Management LLC8,195$883K0.1%+1.4%0.001%
1/16/2025 Charles Schwab Trust Co3,007$324K0.0%+64.9%0.000%
1/16/2025 Aspiriant LLC3,743$403K0.0%-9.8%0.000%
1/16/2025 Crossmark Global Holdings Inc.42,444$4.57M0.1%-2.0%0.005%
1/16/2025 Royal Fund Management LLC32,782$3.58M0.3%+1.8%0.004%
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1/16/2025 Ballentine Partners LLC9,195$991K0.0%+4.6%0.001%
1/16/2025 ZWJ Investment Counsel Inc.13,062$1.41M0.1%-6.0%0.002%
1/16/2025 Pure Financial Advisors LLC2,473$266K0.0%+5.1%0.000%
1/16/2025 Tudor Financial Inc.5,387$580K0.3%+33.9%0.001%
1/16/2025 New Hampshire Trust3,943$425K0.1%+14.0%0.001%
1/16/2025 Sky Investment Group LLC41,356$4.46M0.8%+5.1%0.005%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.16,409$1.77M0.4%-2.3%0.002%
1/16/2025 Zhang Financial LLC1,973$213K0.0%N/A0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB21,596$2.33M0.1%-0.9%0.003%
1/16/2025 Corundum Group Inc.14,531$1.57M0.6%N/A0.002%
1/16/2025 FLC Capital Advisors3,570$385K0.1%-15.4%0.000%
1/16/2025 UMB Bank n.a.189,041$20.37M0.3%-0.7%0.024%
1/16/2025 Community Bank of Raymore7,690$829K0.7%-12.1%0.001%
1/16/2025 M.E. Allison & CO. Inc.2,385$257K0.3%N/A0.000%
1/16/2025 Thrive Wealth Management LLC8,548$921K0.2%-1.3%0.001%
1/16/2025 Trueblood Wealth Management LLC4,277$461K0.2%-2.8%0.001%
1/16/2025 Diversify Advisory Services LLC3,742$396K0.0%+21.5%0.000%
1/16/2025 Diversify Wealth Management LLC5,064$536K0.0%+2.1%0.001%
1/16/2025 Guardian Investment Management4,089$441K0.3%-6.0%0.001%
1/16/2025 LVW Advisors LLC18,708$2.02M0.2%+4.2%0.002%
1/16/2025 City Holding Co.16,284$1.75M0.2%-13.7%0.002%
1/16/2025 Ellsworth Advisors LLC49,418$5.32M1.4%N/A0.006%
1/16/2025 Cascade Investment Group Inc.3,010$324K0.2%-5.0%0.000%
1/16/2025 Grove Bank & Trust5,803$625K0.1%+5.3%0.001%
1/16/2025 Ballast Inc.15,839$1.71M0.5%+1.2%0.002%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.22,537$2.43M1.4%-4.9%0.003%
1/16/2025 Steigerwald Gordon & Koch Inc.4,206$453K0.1%-2.5%0.001%
1/16/2025 Liberty One Investment Management LLC280,920$30.27M3.3%+0.5%0.036%
1/16/2025 Romano Brothers AND Company83,040$8.95M1.1%-0.6%0.011%
1/16/2025 Cadinha & Co. LLC4,163$449K0.1%+28.7%0.001%
1/15/2025 Meridian Financial LLC1,956$211K0.1%-11.3%0.000%
1/15/2025 Aaron Wealth Advisors LLC3,801$410K0.0%+68.4%0.000%
1/15/2025 Portside Wealth Group LLC10,567$1.22M0.2%-1.2%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC2,095$226K0.0%+16.1%0.000%
1/15/2025 Smith Salley Wealth Management51,525$5.55M0.4%-1.0%0.007%
1/15/2025 Financial Management Professionals Inc.6,270$676K0.1%+10.3%0.001%
1/15/2025 Triangle Securities Wealth Management30,589$3.30M0.8%+3.4%0.004%
1/15/2025 Ameritas Advisory Services LLC19,614$2.11M0.1%+8.2%0.003%
1/15/2025 HB Wealth Management LLC68,721$7.40M0.1%+4.2%0.009%
1/15/2025 Trust Co. of Vermont13,666$1.47M0.1%-2.7%0.002%
1/15/2025 CGN Advisors LLC24,443$2.63M0.3%+1.4%0.003%
1/15/2025 Premier Path Wealth Partners LLC3,973$428K0.1%+11.8%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.75,566$8.14M0.3%-3.2%0.010%
1/15/2025 Alhambra Investment Management LLC2,178$235K0.1%+11.3%0.000%
1/15/2025 Verity & Verity LLC5,716$616K0.1%N/A0.001%
1/15/2025 Arkadios Wealth Advisors12,781$1.38M0.1%+15.3%0.002%
1/15/2025 Mason & Associates LLC2,809$303K0.1%+12.9%0.000%
1/15/2025 InTrack Investment Management Inc8,913$952K0.7%+22.9%0.001%
1/15/2025 Lake Street Private Wealth LLC3,442$371K0.1%-21.2%0.000%
1/15/2025 Dakota Community Bank & Trust NA1,445$156K0.7%-6.3%0.000%
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1/15/2025 O Keefe Stevens Advisory Inc.6,499$700K0.2%+41.5%0.001%
1/15/2025 Brooklyn Investment Group8,779$946K0.3%+6.3%0.001%
1/15/2025 Whitener Capital Management Inc.44,187$4.76M1.3%+1.0%0.006%
1/15/2025 Merit Financial Group LLC32,963$3.55M0.1%+11.2%0.004%
1/15/2025 Grant GrossMendelsohn LLC3,069$331K0.2%-14.1%0.000%
1/15/2025 Householder Group Estate & Retirement Specialist LLC974$104K0.1%-47.3%0.000%
1/15/2025 Walker Asset Management LLC5,076$547K0.3%+2.8%0.001%
1/15/2025 Relyea Zuckerberg Hanson LLC2,806$302K0.0%+12.8%0.000%
1/15/2025 CNB Bank4,384$472K0.2%-10.6%0.001%
1/15/2025 Wealthcare Advisory Partners LLC14,571$1.57M0.0%-2.7%0.002%
(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, 2,100 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 1,763 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), Assenagon Asset Management S.A. ($2.31M), Capital Research Global Investors ($2.30M), and Zimmer Partners LP ($2.27M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 92,555,170 shares in the last 24 months. This purchase volume represents approximately $9.35B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,373 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 72,688,777 shares in the last 24 months. This volume of shares sold represents approximately $7.56B in transactions.


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This page (NYSE:DUK) was last updated on 1/20/2025 by MarketBeat.com Staff
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