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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$127.25 -1.78 (-1.38%)
Closing price 10/23/2025 03:59 PM Eastern
Extended Trading
$127.64 +0.40 (+0.31%)
As of 08:58 AM 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)
1651
Total
Institutional Inflows
(last 12 months)
$11.02B
Number of
Institutional Sellers
(last 12 months)
1119
Total
Institutional Outflows
(last 12 months)
$9.49B
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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
10/24/2025Sumitomo Mitsui DS Asset Management Company Ltd114,466$14.17M0.1%+1.9%0.015%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,831$2.21M0.3%+4.6%0.002%
10/24/2025MADDEN SECURITIES Corp7,021$869K0.3%-2.8%0.001%
10/24/2025Nepsis Inc.9,164$1.13M0.4%-17.2%0.001%
10/24/2025Valmark Advisers Inc.11,436$1.42M0.0%+8.1%0.001%
10/24/2025Oregon Public Employees Retirement Fund88,920$11.00M0.1%+32.6%0.011%
10/24/2025State of Alaska Department of Revenue82,962$10.27M0.1%-4.9%0.011%
10/23/2025Nisa Investment Advisors LLC35,499$4.39M0.0%-4.5%0.005%
10/23/2025Wingate Wealth Advisors Inc.1,733$214K0.1%N/A0.000%
10/23/2025tru Independence LLC2,207$273K0.1%+9.1%0.000%
10/23/2025Spectrum Asset Management Inc. NB CA 33,855$4.19M1.5%-0.9%0.004%
10/23/2025Investors Asset Management of Georgia Inc. GA ADV3,595$445K0.2%+22.8%0.000%
10/23/2025Kingswood Wealth Advisors LLC23,197$2.87M0.2%+14.8%0.003%
10/23/2025Strategic Planning Group LLC55,719$6.90M0.9%+30.2%0.007%
10/23/2025Visionary Horizons LLC6,242$772K0.4%-3.2%0.001%
10/23/2025Venturi Wealth Management LLC4,957$613K0.0%+3.0%0.001%
10/23/2025Benjamin Edwards Inc.78,032$9.66M0.1%+60.0%0.010%
10/23/2025United Asset Strategies Inc.107,596$13.32M1.1%+1.9%0.014%
10/23/2025Ethos Financial Group LLC15,515$1.92M0.2%+8.9%0.002%
10/23/2025TCV Trust & Wealth Management Inc.10,424$1.29M0.1%+15.6%0.001%
10/23/2025HB Wealth Management LLC85,194$10.54M0.1%+14.4%0.011%
10/23/2025Caldwell Trust Co34,302$4.25M0.4%+3.8%0.004%
10/23/2025Spire Wealth Management4,969$615K0.0%-9.1%0.001%
10/23/2025Moran Wealth Management LLC25,441$3.15M0.1%-77.1%0.003%
10/23/2025CX Institutional8,454$1.05M0.0%+21.6%0.001%
10/23/2025Strategic Blueprint LLC24,249$3.00M0.1%+1.4%0.003%
10/23/2025SkyOak Wealth LLC1,652$204K0.0%N/A0.000%
10/23/2025Childress Capital Advisors LLC5,055$626K0.1%+10.7%0.001%
10/23/2025Park Avenue Securities LLC79,343$9.82M0.1%+19.0%0.010%
10/23/2025Securian Asset Management Inc.37,554$4.65M0.1%-7.3%0.005%
10/22/2025 Sather Financial Group Inc2,686$332K0.0%+3.7%0.000%
10/22/2025 MassMutual Private Wealth & Trust FSB25,955$3.21M0.1%-2.8%0.003%
10/22/2025 Investment Advisory Services Inc. TX ADV4,883$604K0.2%-12.6%0.001%
10/22/2025 Cerity Partners LLC355,871$44.04M0.1%+4.5%0.046%
10/22/2025 First Merchants Corp1,832$227K0.0%N/A0.000%
10/22/2025 Crews Bank & Trust5,146$637K0.1%+2.2%0.001%
10/22/2025 Galvin Gaustad & Stein LLC1,813$224K0.0%N/A0.000%
10/22/2025 Louisiana State Employees Retirement System40,800$5.05M0.1%-0.5%0.005%
10/22/2025 CoreCap Advisors LLC5,580$691K0.0%+9.3%0.001%
10/22/2025 Grandview Asset Management LLC13,988$1.73M0.5%-1.7%0.002%
10/22/2025 North Star Investment Management Corp.3,427$424K0.0%+7.4%0.000%
10/22/2025 BCS Wealth Management7,516$930K0.2%-7.2%0.001%
10/22/2025 OneAscent Financial Services LLC5,259$651K0.1%-47.3%0.001%
10/22/2025 Kathmere Capital Management LLC3,201$396K0.0%+17.5%0.000%
10/22/2025 RFG Bristol Wealth Advisors LLC2,593$321K0.1%-14.0%0.000%
10/22/2025 Spirepoint Private Client LLC1,800$223K0.0%N/A0.000%
10/22/2025 Greenleaf Trust21,564$2.67M0.0%+13.8%0.003%
10/22/2025 Geneos Wealth Management Inc.51,449$6.37M0.2%-4.4%0.007%
10/22/2025 Cigna Investments Inc. New7,433$920K0.1%-2.2%0.001%
10/22/2025 Hennion & Walsh Asset Management Inc.34,831$4.31M0.2%+7.4%0.004%
10/22/2025 Gries Financial LLC2,019$250K0.0%+7.9%0.000%
10/22/2025 Capital Management Associates Inc2,566$318K0.1%N/A0.000%
10/22/2025 Almanack Investment Partners LLC.3,902$483K0.1%-28.7%0.001%
10/22/2025 Robeco Institutional Asset Management B.V.305,287$37.78M0.1%+10.6%0.039%
10/22/2025 Blossom Wealth Management2,530$313K0.5%+3.5%0.000%
10/22/2025 D.A. Davidson & CO.239,045$29.58M0.2%+1.7%0.031%
10/22/2025 Greystone Financial Group LLC93,766$11.60M1.8%+12.7%0.012%
10/22/2025 CWA Asset Management Group LLC137,891$17.06M0.6%+3.1%0.018%
10/22/2025 Ellis Investment Partners LLC2,331$289K0.1%-21.1%0.000%
10/22/2025 Powers Advisory Group LLC7,314$905K0.4%+8.0%0.001%
10/22/2025 Allen Wealth Management LLC10,940$1.35M0.9%-1.9%0.001%
10/22/2025 LS Investment Advisors LLC10,795$1.34M0.2%-5.0%0.001%
10/22/2025 City Holding Co.15,494$1.92M0.2%-5.0%0.002%
10/22/2025 Mechanics Bank Trust Department13,614$1.69M0.2%-17.2%0.002%
10/22/2025 Daymark Wealth Partners LLC42,446$5.25M0.2%+4.1%0.005%
10/22/2025 Crown Wealth Group LLC1,712$212K0.1%N/A0.000%
10/22/2025 Commonwealth Equity Services LLC580,390$71.82M0.1%-2.7%0.075%
10/22/2025 Earned Wealth Advisors LLC2,362$292K0.0%+25.8%0.000%
10/22/2025 Asset Management One Co. Ltd.381,167$47.17M0.1%+0.2%0.049%
10/22/2025 Alpha Omega Wealth Management LLC13,210$1.64M0.3%-1.9%0.002%
10/22/2025 InTrack Investment Management Inc13,808$1.71M1.0%+15.1%0.002%
10/22/2025 Abacus Planning Group Inc.9,546$1.18M0.2%-1.8%0.001%
10/21/2025 Gateway Investment Advisers LLC4,241$525K0.0%-5.0%0.001%
10/21/2025 Fifth Third Wealth Advisors LLC21,550$2.67M0.1%+13.3%0.003%
10/21/2025 Penobscot Investment Management Company Inc.12,220$1.51M0.1%+9.3%0.002%
10/21/2025 Armor Investment Advisors LLC17,241$2.13M0.7%+20.0%0.002%
10/21/2025 Community Financial Services Group LLC1,981$245K0.0%-14.3%0.000%
10/21/2025 Global Retirement Partners LLC48,456$6.00M0.1%+12.3%0.006%
10/21/2025 Fulton Bank N.A.26,726$3.31M0.1%-14.8%0.003%
10/21/2025 American National Bank & Trust8,176$1.01M0.1%+125.6%0.001%
10/21/2025 Measured Risk Portfolios Inc.20,211$2.50M2.3%+1.0%0.003%
10/21/2025 Financiere des Professionnels Fonds d investissement inc.26,122$3.23M0.2%-5.2%0.003%
10/21/2025 apricus wealth LLC21,911$2.71M1.5%+0.9%0.003%
10/21/2025 Signaturefd LLC20,430$2.53M0.0%+10.1%0.003%
10/21/2025 Pflug Koory LLC2,694$333K0.2%+3.0%0.000%
10/21/2025 Bell Bank79,284$9.81M0.4%+0.9%0.010%
10/21/2025 PDS Planning Inc4,156$514K0.0%+4.2%0.001%
10/21/2025 GAM Holding AG15,255$1.89M0.1%-0.9%0.002%
10/21/2025 NTV Asset Management LLC14,173$1.75M0.2%+2.5%0.002%
10/21/2025 Arbor Investment Advisors LLC10,886$1.35M0.2%+184.2%0.001%
10/21/2025 Kagan Cocozza Asset Management1,766$219K0.2%-7.0%0.000%
10/21/2025 Crowley Wealth Management Inc.9,166$1.13M0.9%+5.6%0.001%
10/21/2025 Physicians Financial Services Inc.35,923$4.45M1.2%+2.7%0.005%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,586$939K0.1%+31.1%0.001%
10/21/2025 SJS Investment Consulting Inc.775$96K0.0%+8,511.1%0.000%
10/21/2025 Riverbend Wealth Management LLC2,026$251K0.2%+4.7%0.000%
10/21/2025 SteelPeak Wealth LLC36,915$4.57M0.2%-5.3%0.005%
10/21/2025 Tectonic Advisors LLC79,069$9.79M0.5%+8.4%0.010%
10/21/2025 Retirement Guys Formula LLC10,193$1.26M0.4%+3.7%0.001%
10/21/2025 Discipline Wealth Solutions LLC1,837$227K0.1%N/A0.000%
(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, 2,399 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($8.93B), Wellington Management Group LLP ($2.21B), Geode Capital Management LLC ($2.21B), Laurel Wealth Advisors LLC ($2.08B), Massachusetts Financial Services Co. MA ($2.03B), GQG Partners LLC ($1.25B), and Royal Bank of Canada ($1.09B).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 2,075 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: Laurel Wealth Advisors LLC ($17.59M), Pathway Financial Advisers LLC ($13.50M), GQG Partners LLC ($10.26M), Nuveen LLC ($5.76M), Vanguard Group Inc. ($4.04M), Assenagon Asset Management S.A. ($2.84M), and Raymond James Financial Inc. ($2.28M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 94,071,053 shares in the last 24 months. This purchase volume represents approximately $11.02B in transactions.

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

Of the 1,116 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. ($20.98M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($12.08M), New York State Common Retirement Fund ($8.50M), 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 82,789,387 shares in the last 24 months. This volume of shares sold represents approximately $9.49B in transactions.


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This page (NYSE:DUK) was last updated on 10/24/2025 by MarketBeat.com Staff
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