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Duke Energy (DUK) Institutional Ownership

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+1.84 (+1.83%)
(As of 05/7/2024 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)
1222
Total
Institutional Inflows
(last 12 months)
$4.03B
Number of
Institutional Sellers
(last 12 months)
1004
Total
Institutional Outflows
(last 12 months)
$2.64B
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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
5/8/2024QRG Capital Management Inc.109,418$10.58M0.1%+1.6%0.014%
5/8/2024Verus Financial Partners Inc.3,514$340K0.0%-25.2%0.000%
5/8/2024New Republic Capital LLC3,466$335K0.2%-10.1%0.000%
5/8/2024Williams Jones Wealth Management LLC.11,037$1.07M0.0%-4.3%0.001%
5/8/2024Seven Springs Wealth Group LLC33,569$3.25M1.2%+20.9%0.004%
5/8/2024Delta Financial Advisors LLC9,954$963K0.4%+1.6%0.001%
5/7/2024Capital Square LLC8,483$820K0.6%+8.0%0.001%
5/7/2024Meeder Advisory Services Inc.8,249$798K0.1%+3.8%0.001%
5/7/2024NorthRock Partners LLC3,855$373K0.0%-23.6%0.000%
5/7/2024Fiduciary Family Office LLC2,183$211K0.1%N/A0.000%
5/7/2024Sei Investments Co.687,819$66.52M0.1%+25.7%0.089%
5/7/2024Stonebrook Private Inc.2,520$244K0.1%-6.1%0.000%
5/7/2024Concurrent Investment Advisors LLC25,098$2.43M0.1%-8.5%0.003%
5/7/2024Keudell Morrison Wealth Management8,981$869K0.3%-2.4%0.001%
5/7/2024Atomi Financial Group Inc.11,374$1.10M0.1%+85.8%0.001%
5/7/2024Reynders McVeigh Capital Management LLC3,718$360K0.0%+4.5%0.000%
5/7/2024BCGM Wealth Management LLC5,748$556K0.2%+9.2%0.001%
5/7/2024WealthPLAN Partners LLC3,561$344K0.0%-21.9%0.000%
5/7/2024Horizon Investment Services LLC4,815$466K0.2%+23.2%0.001%
5/7/2024CarsonAllaria Wealth Management Ltd.2,659$257K0.2%-17.4%0.000%
5/7/2024KCM Investment Advisors LLC7,391$715K0.0%-4.5%0.001%
5/7/2024Tectonic Advisors LLC44,242$4.28M0.3%+9.7%0.006%
5/7/2024Smithfield Trust Co2,828$270K0.0%-9.9%0.000%
5/7/2024Swiss National Bank2,308,141$223.22M0.2%-4.2%0.299%
5/7/2024NTV Asset Management LLC13,772$1.33M0.2%-4.1%0.002%
5/7/2024Reaves W H & Co. Inc.587,055$56.77M2.0%-15.6%0.076%
5/7/2024Forsta AP Fonden224,400$21.70M0.2%+49.5%0.029%
5/7/2024Hyman Charles D172,335$16.67M0.9%-0.3%0.022%
5/7/2024Avalon Trust Co700$68K0.0%-12.5%0.000%
5/7/2024Highland Capital Management LLC45,353$4.39M0.3%-1.3%0.006%
5/7/2024Illinois Municipal Retirement Fund163,077$15.77M0.2%-27.5%0.021%
5/7/2024Capital Wealth Planning LLC1,973,369$190.85M2.0%+1.6%0.256%
5/7/2024Benedetti & Gucer Inc.5,155$499K0.2%-16.2%0.001%
5/7/2024Nvwm LLC12,041$1.17M0.3%-1.1%0.002%
5/7/2024Aull & Monroe Investment Management Corp44,552$4.31M2.0%-0.8%0.006%
5/7/2024Oppenheimer Asset Management Inc.158,526$15.33M0.2%-11.8%0.021%
5/7/2024PFG Advisors3,863$374K0.0%-5.1%0.001%
5/7/2024Oppenheimer & Co. Inc.86,936$8.41M0.1%+5.6%0.011%
5/7/2024Prospera Private Wealth LLC13,093$1.27M0.9%-1.9%0.002%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,410$426K0.0%-28.7%0.001%
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5/7/2024Brooklyn Investment Group8,207$788K0.3%+12.1%0.001%
5/7/2024 Hilltop National Bank2,484$240K0.1%N/A0.000%
5/7/2024 Wealthspire Advisors LLC26,547$2.57M0.0%-4.4%0.003%
5/7/2024 Retirement Planning Co of New England Inc.5,681$549K0.3%-20.0%0.001%
5/7/2024 Mystic Asset Management Inc.11,054$1.07M0.4%+7.8%0.001%
5/7/2024 Metis Global Partners LLC45,350$4.39M0.2%+0.7%0.006%
5/7/2024 Empowered Funds LLC13,524$1.31M0.0%+11.7%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.178,789$17.29M0.1%+0.1%0.023%
5/6/2024 Empirical Finance LLC27,688$2.68M0.2%+3.5%0.004%
5/6/2024 Duality Advisers LP27,071$2.62M0.3%+57.8%0.004%
5/6/2024 Ballast Inc.15,330$1.48M0.5%+2.9%0.002%
5/6/2024 Advisory Services Network LLC63,245$6.12M0.1%-15.6%0.008%
5/6/2024 Manchester Capital Management LLC6,307$610K0.1%-1.7%0.001%
5/6/2024 TFG Advisers LLC3,787$366K0.1%+15.2%0.000%
5/6/2024 Advisory Alpha LLC15,542$1.50M0.1%+43.7%0.002%
5/6/2024 Texas Permanent School Fund Corp159,373$15.41M0.1%+0.2%0.021%
5/4/2024 Geneos Wealth Management Inc.59,999$5.80M0.3%-1.8%0.008%
5/4/2024 DAVENPORT & Co LLC224,709$21.73M0.1%+3.2%0.029%
5/4/2024 Team Hewins LLC2,819$273K0.0%-9.7%0.000%
5/4/2024 Csenge Advisory Group28,890$2.79M0.2%+5.0%0.004%
5/4/2024 Richardson Financial Services Inc.3,037$294K0.2%+8.7%0.000%
5/3/2024 Signaturefd LLC16,438$1.59M0.0%+5.0%0.002%
5/3/2024 FDx Advisors Inc.4,572$442K0.1%-41.7%0.001%
5/3/2024 Catalina Capital Group LLC2,428$235K0.1%N/A0.000%
5/3/2024 RIA Advisory Group LLC3,994$386K0.2%N/A0.001%
5/3/2024 Larson Financial Group LLC2,056$199K0.0%-7.7%0.000%
5/3/2024 Callan Capital LLC2,233$216K0.0%N/A0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,759$654K0.1%+108.0%0.001%
5/3/2024 Rehmann Capital Advisory Group7,371$713K0.1%-3.2%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC430,412$41.63M0.1%-0.8%0.056%
5/3/2024 Commerce Bank257,255$24.88M0.2%-5.9%0.033%
5/3/2024 AA Financial Advisors LLC4,277$414K0.2%N/A0.001%
5/3/2024 GSA Capital Partners LLP6,119$592K0.0%N/A0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S44,710$4.32M0.1%+63.8%0.006%
5/3/2024 United Community Bank7,084$685K0.3%-7.6%0.001%
5/3/2024 CapWealth Advisors LLC2,393$231K0.0%-11.3%0.000%
5/3/2024 Cincinnati Insurance Co.794,816$76.87M1.3%+51.8%0.103%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.8,320$805K0.3%+2.0%0.001%
5/3/2024 Central Pacific Bank Trust Division833$80K0.0%N/A0.000%
5/3/2024 Smith Salley Wealth Management58,606$5.67M0.4%-4.9%0.008%
5/3/2024 Whittier Trust Co. of Nevada Inc.5,790$560K0.0%-6.2%0.001%
5/3/2024 Whittier Trust Co.7,677$742K0.0%-2.6%0.001%
5/2/2024 Mutual Advisors LLC29,052$2.81M0.1%+3.6%0.004%
5/2/2024 Salomon & Ludwin LLC6,242$604K0.1%-14.7%0.001%
5/2/2024 Pegasus Asset Management Inc.33,988$3.29M1.3%+2.4%0.004%
5/2/2024 First Command Advisory Services Inc.7,523$726K0.0%-5.4%0.001%
5/2/2024 Financial Counselors Inc.164,261$15.89M0.3%+3.0%0.021%
5/2/2024 Peregrine Asset Advisers Inc.90,443$8.75M3.5%+680.4%0.012%
5/2/2024 Mutual of America Capital Management LLC101,085$9.78M0.1%-2.0%0.013%
5/2/2024 Hudock Inc.4,781$462K0.1%+3.6%0.001%
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5/2/2024 Centerpoint Advisors LLC1,098$106K0.0%+32.0%0.000%
5/2/2024 Adapt Wealth Advisors LLC5,450$527K0.4%N/A0.001%
5/2/2024 Magnolia Capital Advisors LLC4,583$450K0.4%N/A0.001%
5/2/2024 Baron Silver Stevens Financial Advisors LLC3,213$311K0.1%+7.3%0.000%
5/2/2024 FinTrust Capital Advisors LLC26,277$2.54M0.5%+13.0%0.003%
5/2/2024 Wright Investors Service Inc.23,881$2.31M0.6%+0.7%0.003%
5/2/2024 Daiwa Securities Group Inc.76,309$7.38M0.0%+9.7%0.010%
5/2/2024 Graypoint LLC4,303$416K0.0%+13.6%0.001%
5/2/2024 Haverford Trust Co10,145$981K0.0%+4.1%0.001%
5/2/2024 Stack Financial Management Inc198,174$19.17M1.8%-0.7%0.026%
(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, 2,072 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.83B), 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 ($1.08B).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 1,808 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 ($6.41M), State Street Corp ($5.79M), Mitsubishi UFJ Trust & Banking Corp ($4.23M), Providence Capital Advisors LLC ($3.51M), Wellington Management Group LLP ($3.11M), Vanguard Group Inc. ($2.93M), and American Century Companies Inc. ($2.40M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 98,181,609 shares in the last 24 months. This purchase volume represents approximately $9.74B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,368 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: BlackRock Inc. ($4.97M), Price T Rowe Associates Inc. MD ($4.94M), Wellington Management Group LLP ($4.40M), Massachusetts Financial Services Co. MA ($4.11M), Franklin Resources Inc. ($2.41M), Federated Hermes Inc. ($2.30M), and FMR LLC ($1.96M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 63,753,666 shares in the last 24 months. This volume of shares sold represents approximately $6.29B in transactions.


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This page (NYSE:DUK) was last updated on 5/8/2024 by MarketBeat.com Staff

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