Duke Energy (DUK) Institutional Ownership

$103.89
+1.05 (+1.02%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Duke Energy (NYSE:DUK)

Current
Institutional Ownership
Percentage
65.31%
Number of
Institutional Buyers
(last 12 months)
1190
Total
Institutional Inflows
(last 12 months)
$3.13B
Number of
Institutional Sellers
(last 12 months)
993
Total
Institutional Outflows
(last 12 months)
$2.02B
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DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI7,040$681K0.0%+4.7%0.001%
5/17/2024CCM Investment Advisers LLC20,489$1.98M0.2%-7.3%0.003%
5/17/2024 New Covenant Trust Company N.A.1,711$165K0.2%N/A0.000%
5/17/2024 XML Financial LLC6,333$612K0.1%-2.2%0.001%
5/17/2024 Garner Asset Management Corp4,081$395K0.2%-4.2%0.001%
5/17/2024 KLCM Advisors Inc.5,181$501K0.1%+2.9%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC17,982$1.74M0.2%-2.2%0.002%
5/17/2024 Beacon Capital Management LLC3,524$341K0.1%+3.9%0.000%
5/17/2024 Semmax Financial Advisors Inc.42,332$4.36M1.4%-3.9%0.005%
5/17/2024 Pineridge Advisors LLC420$41K0.0%-35.3%0.000%
5/17/2024 Hancock Whitney Corp4,361$422K0.0%+3.9%0.001%
5/17/2024 Comerica Bank284,938$27.56M0.1%-3.7%0.037%
5/17/2024 Adalta Capital Management LLC15,968$1.54M0.9%+83.8%0.002%
5/17/2024 Coppell Advisory Solutions Corp.3,736$361K0.1%N/A0.000%
5/17/2024 Tidal Investments LLC37,067$3.58M0.1%+116.2%0.005%
5/16/2024 California State Teachers Retirement System1,058,838$102.40M0.1%-3.7%0.137%
5/16/2024 Slagle Financial LLC3,276$317K0.2%-52.4%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.84,071$7.42M0.2%+3.9%0.011%
5/16/2024 Industrial Alliance Investment Management Inc.4,980$482K0.2%N/A0.001%
5/16/2024 Janus Henderson Group PLC108,819$10.52M0.0%+9.4%0.014%
5/16/2024 BROOKFIELD Corp ON 375,121$36.28M0.2%N/A0.049%
5/16/2024 Bayesian Capital Management LP11,100$1.07M0.1%N/A0.001%
5/16/2024 Waverly Advisors LLC36,514$3.53M0.1%+103.3%0.005%
5/16/2024 Silvercrest Asset Management Group LLC13,847$1.34M0.0%-21.9%0.002%
5/16/2024 Captrust Financial Advisors392,005$37.91M0.1%-34.4%0.051%
5/15/2024 Ascent Group LLC31,896$3.09M0.3%-51.4%0.004%
5/15/2024 Earnest Partners LLC10,556$1.02M0.0%-34.1%0.001%
5/15/2024 SVB Wealth LLC23,463$2.27M0.1%+4.7%0.003%
5/15/2024 Torno Capital LLC7,500$725K0.0%N/A0.001%
5/15/2024 Mount Yale Investment Advisors LLC11,967$1.16M0.1%+34.6%0.002%
5/15/2024 Beaird Harris Wealth Management LLC1,873$181K0.0%+14.6%0.000%
5/15/2024 Public Employees Retirement System of Ohio367,580$35.55M0.1%-10.3%0.048%
5/15/2024 Public Employees Retirement Association of Colorado107,897$10.44M0.0%-4.6%0.014%
5/15/2024 Energy Income Partners LLC285,053$27.57M0.6%+29.4%0.037%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund25,444$2.46M0.2%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems58,552$5.66M0.2%-5.0%0.008%
5/15/2024 CoreFirst Bank & Trust1,522$147K0.1%-15.1%0.000%
5/15/2024 Price T Rowe Associates Inc. MD1,203,916$116.43M0.0%+1.4%0.156%
5/15/2024 BOKF NA201,914$19.40M0.4%+4.6%0.026%
5/15/2024 Kestra Advisory Services LLC149,558$14.46M0.1%+25.4%0.019%
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5/15/2024 Steel Grove Capital Advisors LLC19,821$1.92M0.1%-4.0%0.003%
5/15/2024 Epoch Investment Partners Inc.485,596$46.96M0.2%-7.3%0.063%
5/15/2024 LRI Investments LLC635$65K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.24,645$2.38M0.0%+8.7%0.003%
5/15/2024 Linscomb Wealth Inc.86,147$8.33M0.4%-2.1%0.011%
5/15/2024 Truvestments Capital LLC2,399$232K0.1%-32.0%0.000%
5/15/2024 Guardian Capital Advisors LP122,883$11.61M1.3%-0.9%0.016%
5/15/2024 Gabelli Funds LLC345,500$33.41M0.2%-2.6%0.045%
5/15/2024 Stonebridge Capital Advisors LLC103,311$9.99M0.9%+7.1%0.013%
5/14/2024 Canada Pension Plan Investment Board1,251,527$121.04M0.1%-3.3%0.162%
5/14/2024 Guardian Capital LP25,766$2.49M0.1%-3.7%0.003%
5/14/2024 Biltmore Family Office LLC11,554$1.12M0.2%-0.9%0.001%
5/14/2024 JT Stratford LLC11,399$1.10M0.2%-15.8%0.001%
5/14/2024 Capital Research Global Investors11,493,340$1.11B0.3%+3.2%1.489%
5/14/2024 Toronto Dominion Bank272,710$26.37M0.0%-41.5%0.035%
5/14/2024 Sheaff Brock Investment Advisors LLC13,446$1.30M0.1%-2.6%0.002%
5/14/2024 Cadence Bank8,812$852K0.1%-2.3%0.001%
5/14/2024 Stamos Capital Partners L.P.36,300$3.51M0.8%+1.8%0.005%
5/14/2024 Rodgers Brothers Inc.24,275$2.35M0.3%+6.9%0.003%
5/14/2024 Advisors Asset Management Inc.35,340$3.42M0.1%-7.5%0.005%
5/14/2024 Axxcess Wealth Management LLC27,287$2.64M0.1%-2.6%0.004%
5/14/2024 EP Wealth Advisors LLC24,678$2.39M0.0%+12.5%0.003%
5/14/2024 Covington Investment Advisors Inc.51,754$5.01M0.9%-8.5%0.007%
5/14/2024 CreativeOne Wealth LLC9,392$908K0.0%+29.2%0.001%
5/14/2024 Delap Wealth Advisory LLC2,442$236K0.1%N/A0.000%
5/14/2024 EntryPoint Capital LLC375$36K0.0%N/A0.000%
5/14/2024 Vident Advisory LLC35,883$3.47M0.1%+1.5%0.005%
5/14/2024 Fayez Sarofim & Co45,294$4.38M0.0%-1.0%0.006%
5/14/2024 Shell Asset Management Co.1,499$145K0.0%-8.1%0.000%
5/14/2024 Payden & Rygel Investment Group168,790$16.32M0.8%N/A0.022%
5/14/2024 Crewe Advisors LLC5,373$520K0.1%N/A0.001%
5/14/2024 MQS Management LLC3,647$353K0.2%N/A0.000%
5/14/2024 Natixis296,274$28.65M0.1%N/A0.038%
5/14/2024 InterOcean Capital Group LLC96,382$9.32M0.2%+75.2%0.012%
5/14/2024 Tiemann Investment Advisors LLC4,543$439K0.2%+3.4%0.001%
5/14/2024 GQG Partners LLC63,075$6.10M0.0%N/A0.008%
5/14/2024 Pitcairn Co.6,927$670K0.0%+5.8%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co388,686$37.61M0.1%-0.3%0.050%
5/14/2024 American International Group Inc.195,280$18.89M0.1%-0.2%0.025%
5/14/2024 Vaughan David Investments LLC IL399,432$38.63M1.0%+2.0%0.052%
5/14/2024 Twin Capital Management Inc.34,518$3.34M0.4%+32.6%0.004%
5/14/2024 National Bank of Canada FI205,270$21.07M0.0%-41.6%0.027%
5/14/2024 Lake Street Advisors Group LLC6,379$617K0.0%+65.0%0.001%
5/13/2024 Bessemer Group Inc.1,338,893$129.48M0.2%-5.6%0.173%
5/13/2024 Atlanta Consulting Group Advisors LLC6,526$631K0.2%N/A0.001%
5/13/2024 Goepper Burkhardt LLC5,767$592K0.3%+23.7%0.001%
5/13/2024 UniSuper Management Pty Ltd20,187$1.95M0.0%+215.2%0.003%
5/13/2024 Clearbridge Investments LLC19,105$1.85M0.0%-51.0%0.002%
5/13/2024Cedar Wealth Management LLC336$32K0.0%+101.2%0.000%
5/13/2024 Invesco LLC4,457$431K0.2%-15.6%0.001%
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5/13/2024 O Shaughnessy Asset Management LLC69,971$6.77M0.1%-18.1%0.009%
5/13/2024 Ameritas Investment Partners Inc.9,232$893K0.0%-6.6%0.001%
5/11/2024 Bahl & Gaynor Inc.34,584$3.35M0.0%+3.2%0.004%
5/11/2024 Trustmark National Bank Trust Department27,319$2.64M0.2%+1.4%0.004%
5/11/2024 Davis R M Inc.4,058$392K0.0%-35.9%0.001%
5/11/2024 Resurgent Financial Advisors LLC10,653$1.03M0.5%+49.3%0.001%
5/11/2024 Alley Investment Management Company LLC55,189$5.34M0.7%-0.5%0.007%
5/11/2024 Catalytic Wealth RIA LLC12,263$1.19M0.2%+70.7%0.002%
5/11/2024 Ironsides Asset Advisors LLC2,744$265K0.1%N/A0.000%
5/11/2024 Chiron Capital Management LLC9,162$886K0.8%+10.8%0.001%
(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, 2,055 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 ($1.81B), Geode Capital Management LLC ($1.33B), 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 1,777 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: Price T Rowe Associates Inc. MD ($6.43M), Mitsubishi UFJ Trust & Banking Corp ($4.23M), Providence Capital Advisors LLC ($3.50M), State Street Corp ($2.44M), American Century Companies Inc. ($2.40M), Capital Research Global Investors ($2.30M), and Federated Hermes Inc. ($1.85M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 89,624,155 shares in the last 24 months. This purchase volume represents approximately $8.75B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,353 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: Price T Rowe Associates Inc. MD ($4.94M), Wellington Management Group LLP ($4.40M), BlackRock Inc. ($2.54M), Massachusetts Financial Services Co. MA ($2.42M), Franklin Resources Inc. ($2.41M), FMR LLC ($1.96M), and Renaissance Technologies LLC ($1.29M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 57,923,326 shares in the last 24 months. This volume of shares sold represents approximately $5.62B in transactions.


This page (NYSE:DUK) was last updated on 5/18/2024 by MarketBeat.com Staff

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