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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$122.26 -2.00 (-1.61%)
Closing price 08/15/2025 03:58 PM Eastern
Extended Trading
$122.22 -0.05 (-0.04%)
As of 08/15/2025 07:59 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)
1622
Total
Institutional Inflows
(last 12 months)
$11.80B
Number of
Institutional Sellers
(last 12 months)
1130
Total
Institutional Outflows
(last 12 months)
$9.46B
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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
8/15/2025Strategic Investment Advisors MI1,847$218K0.0%+7.0%0.000%
8/15/2025CANADA LIFE ASSURANCE Co458,088$54.09M0.1%+8.2%0.059%
8/15/2025Tower Research Capital LLC TRC 8,144$961K0.0%-84.8%0.001%
8/15/2025 MUFG Securities EMEA plc2,297$271K0.0%N/A0.000%
8/15/2025Binnacle Investments Inc1,733$204K0.1%+6.6%0.000%
8/15/2025Semmax Financial Advisors Inc.43,456$5.45M1.4%+2.6%0.006%
8/15/2025Fairfield Bush & CO.3,734$441K0.2%-2.6%0.000%
8/15/2025Corient Private Wealth LLC323,868$38.22M0.0%+1.1%0.042%
8/15/2025Equitable Holdings Inc.31,205$3.68M0.0%+22.2%0.004%
8/15/2025State of Tennessee Department of Treasury265,724$31.36M0.1%+0.2%0.034%
8/15/2025Hayek Kallen Investment Management10,462$1.23M0.4%+4.1%0.001%
8/15/2025Chapman Financial Group LLC896$106K0.1%N/A0.000%
8/15/2025FSB Premier Wealth Management Inc.2,217$262K0.1%-6.9%0.000%
8/15/2025E Fund Management Co. Ltd.1,954$231K0.0%-20.2%0.000%
8/15/2025Stonebridge Capital Advisors LLC114,550$13.52M1.0%-1.2%0.015%
8/15/2025Captrust Financial Advisors437,782$51.66M0.1%+4.5%0.056%
8/15/2025Keel Point LLC4,728$558K0.0%+29.9%0.001%
8/15/2025Alaethes Wealth LLC14,051$1.66M0.5%N/A0.002%
8/15/2025WFA of San Diego LLC1,087$128K0.1%N/A0.000%
8/15/2025Lantern Wealth Advisors LLC3,920$463K0.3%N/A0.001%
8/15/2025BROOKFIELD Corp ON 502,957$59.35M0.1%-30.9%0.065%
8/15/2025 Vident Advisory LLC27,539$3.25M0.0%+4.5%0.004%
8/15/2025 Visionary Wealth Advisors61,849$7.30M0.4%+879.4%0.008%
8/15/2025 Voleon Capital Management LP7,478$882K0.0%N/A0.001%
8/15/2025 Voya Financial Advisors Inc.12,639$1.48M0.1%+2.5%0.002%
8/15/2025 Tidal Investments LLC13,426$1.58M0.0%-10.9%0.002%
8/15/2025 Scott Marsh Financial LLC2,340$276K0.1%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC14,020$1.64M0.1%-4.7%0.002%
8/15/2025 Snowden Capital Advisors LLC30,189$3.56M0.1%-4.1%0.004%
8/15/2025 Sone Capital Management LLC60,688$7.16M0.7%-63.2%0.008%
8/15/2025 Soroban Capital Partners LP570,458$67.31M0.7%+17.5%0.073%
8/15/2025 Royal London Asset Management Ltd.202,434$23.89M0.1%-24.4%0.026%
8/15/2025 Rafferty Asset Management LLC83,520$9.86M0.0%+19.6%0.011%
8/15/2025 Resolution Capital Ltd79,634$9.40M0.2%+32.7%0.010%
8/15/2025 Orion Porfolio Solutions LLC161,000$19.00M0.1%+2.2%0.021%
8/15/2025 MML Investors Services LLC364,346$42.99M0.1%+6.4%0.047%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.7,764$916K0.0%-53.2%0.001%
8/15/2025 Modern Wealth Management LLC11,924$1.41M0.0%+13.2%0.002%
8/15/2025 Lazard Asset Management LLC32,702$3.86M0.0%-13.1%0.004%
8/15/2025 Linden Advisors LP161,120$19.01M0.1%N/A0.021%
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8/15/2025 Holocene Advisors LP64,218$7.58M0.0%+193.7%0.008%
8/15/2025 ICONIQ Capital LLC5,997$708K0.0%+2.2%0.001%
8/15/2025 IHT Wealth Management LLC17,056$2.01M0.1%-3.1%0.002%
8/15/2025 Great Valley Advisor Group Inc.8,397$991K0.0%-9.5%0.001%
8/15/2025 EP Wealth Advisors LLC33,081$3.90M0.0%+14.1%0.004%
8/15/2025 Eventide Asset Management LLC36,199$4.50M0.1%N/A0.005%
8/15/2025 Energy Income Partners LLC366,472$43.24M0.8%+6.9%0.047%
8/15/2025 Engineers Gate Manager LP12,654$1.49M0.0%-39.2%0.002%
8/15/2025 Curi Capital LLC16,910$2.00M0.0%+3.3%0.002%
8/15/2025 Bcwm LLC105,189$12.41M3.9%+15.3%0.014%
8/15/2025 Beck Mack & Oliver LLC125,965$14.86M0.3%-0.3%0.016%
8/15/2025 Benjamin Edwards Inc.48,778$5.76M0.1%+6.9%0.006%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S30,734$3.63M0.0%-55.5%0.004%
8/15/2025 Boothbay Fund Management LLC2,045$241K0.0%-37.6%0.000%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp122,257$14.43M0.1%-17.2%0.016%
8/15/2025 BTG Pactual Asset Management US LLC77,542$9.15M1.0%+53.6%0.010%
8/15/2025 Brevan Howard Capital Management LP7,401$873K0.0%N/A0.001%
8/15/2025 Balyasny Asset Management L.P.43,384$5.12M0.0%+435.9%0.006%
8/15/2025 Adage Capital Partners GP L.L.C.611,913$72.21M0.1%-46.0%0.079%
8/15/2025 AQR Capital Management LLC1,082,384$126.49M0.1%-8.1%0.139%
8/14/2025 Rithm Capital Corp.5,000$590K1.2%-23.1%0.001%
8/14/2025 Strategic Wealth Investment Group LLC3,642$430K0.6%+8.9%0.000%
8/14/2025 Alamea Verwaltungs GmbH7,008$827K0.6%-11.6%0.001%
8/14/2025 MGB Wealth Management LLC1,961$231K0.1%N/A0.000%
8/14/2025 Ausdal Financial Partners Inc.6,794$802K0.1%-10.6%0.001%
8/14/2025 California State Teachers Retirement System931,644$109.93M0.1%+1.3%0.120%
8/14/2025 Financial Advisors Network Inc.3,592$424K0.1%+13.6%0.000%
8/14/2025 Darwin Wealth Management LLC2,131$252K0.1%N/A0.000%
8/14/2025 Worldquant Millennium Advisors LLC120,378$14.21M0.1%-68.3%0.015%
8/14/2025 Canada Pension Plan Investment Board986,253$116.38M0.1%+4.7%0.127%
8/14/2025 Quantinno Capital Management LP183,956$21.71M0.1%+40.7%0.024%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.125,984$14.86M0.0%-28.6%0.016%
8/14/2025 Diversify Wealth Management LLC4,193$522K0.0%-8.0%0.001%
8/14/2025 Diversify Advisory Services LLC5,266$655K0.0%+44.8%0.001%
8/14/2025 Lavaca Capital LLC1,865$220K0.0%+1,765.0%0.000%
8/14/2025 Alliancebernstein L.P.861,874$101.70M0.0%-1.9%0.111%
8/14/2025 Peapack Gladstone Financial Corp40,564$4.79M0.1%+0.4%0.005%
8/14/2025 HUB Investment Partners LLC16,395$1.94M0.1%+21.8%0.002%
8/14/2025 Ieq Capital LLC28,667$3.38M0.0%-43.2%0.004%
8/14/2025 Main Street Financial Solutions LLC6,408$756K0.1%+57.7%0.001%
8/14/2025 Osterweis Capital Management Inc.1,395$165K0.0%+13,850.0%0.000%
8/14/2025 Treasurer of the State of North Carolina363,415$42.88M0.1%+2.9%0.047%
8/14/2025 Glenview Trust co28,673$3.38M0.1%+47.6%0.004%
8/14/2025 CIBC Asset Management Inc305,467$36.04M0.1%+7.1%0.039%
8/14/2025 Sand Hill Global Advisors LLC2,074$245K0.0%+24.5%0.000%
8/14/2025 German American Bancorp Inc.2,709$320K0.0%N/A0.000%
8/14/2025 FAS Wealth Partners Inc.34,992$4.13M0.3%+4.9%0.004%
8/14/2025 Heritage Wealth Management Inc.16,687$1.97M0.6%-5.7%0.002%
8/14/2025 Nebula Research & Development LLC8,082$954K0.1%N/A0.001%
8/14/2025 NewEdge Advisors LLC163,598$19.31M0.1%+2.0%0.021%
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8/14/2025 Stamos Capital Partners L.P.19,425$2.29M0.4%+20.5%0.002%
8/14/2025 BCS Private Wealth Management Inc.8,970$1.06M0.4%N/A0.001%
8/14/2025 Intact Investment Management Inc.82,700$9.76M0.3%-29.4%0.011%
8/14/2025 Investment Management Corp of Ontario152,491$17.99M0.3%+46.3%0.020%
8/14/2025 iSAM Funds UK Ltd8,142$961K0.2%N/A0.001%
8/14/2025 AXA S.A.42,233$4.98M0.0%+523.4%0.005%
8/14/2025 Lombard Odier Asset Management USA Corp36,246$4.28M0.3%N/A0.005%
8/14/2025 Fayez Sarofim & Co130,440$15.39M0.0%+148.2%0.017%
8/14/2025 Daiwa Securities Group Inc.173,620$20.49M0.1%-0.8%0.022%
8/14/2025 CoreFirst Bank & Trust542$64K0.0%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, 2,375 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 2,055 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), Raymond James Financial Inc. ($2.28M), and Groupama Asset Managment ($2.20M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 101,000,145 shares in the last 24 months. This purchase volume represents approximately $11.80B in transactions.

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

Of the 1,129 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 82,594,125 shares in the last 24 months. This volume of shares sold represents approximately $9.46B in transactions.


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This page (NYSE:DUK) was last updated on 8/16/2025 by MarketBeat.com Staff
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