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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$123.58 +2.01 (+1.65%)
Closing price 10/3/2025 03:59 PM Eastern
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$123.62 +0.04 (+0.03%)
As of 10/3/2025 07:58 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)
1633
Total
Institutional Inflows
(last 12 months)
$11.81B
Number of
Institutional Sellers
(last 12 months)
1126
Total
Institutional Outflows
(last 12 months)
$9.47B
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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
10/3/2025 Jackson Wealth Management LLC3,214$398K0.0%+5.6%0.000%
10/3/2025 Iowa State Bank41,024$5.08M1.0%+86.3%0.005%
10/3/2025 Aaron Wealth Advisors LLC10,477$1.30M0.1%+148.9%0.001%
10/2/2025 GAMMA Investing LLC21,352$2.64M0.1%+17.4%0.003%
10/2/2025 Trust Co of the South7,773$962K0.2%+2.9%0.001%
10/2/2025 Investors Research Corp900$111K0.0%-9.9%0.000%
10/2/2025 Capital Asset Advisory Services LLC3,214$398K0.0%-8.1%0.000%
10/2/2025 Global Wealth Strategies & Associates742$92K0.0%+134.1%0.000%
10/1/2025 Park National Corp OH14,344$1.78M0.1%-3.3%0.002%
10/1/2025 Rowlandmiller & PARTNERS.ADV26,167$3.24M0.6%-1.4%0.003%
10/1/2025 First Financial Bank Trust Division5,049$625K0.1%+6.8%0.001%
10/1/2025 Farmers Trust Co.40,974$5.07M0.9%-21.1%0.005%
10/1/2025 Praxis Investment Management Inc.27,881$3.45M0.2%+11.6%0.004%
10/1/2025 Hobart Private Capital LLC1,733$214K0.0%N/A0.000%
9/30/2025Cullen Capital Management LLC2,049,613$241.85M2.8%-3.1%0.264%
9/26/2025Corient Private Wealth LLC323,869$38.22M0.1%+1.1%0.042%
9/25/2025National Wealth Management Group LLC4,953$585K0.3%N/A0.001%
9/25/2025CacheTech Inc.3,323$392K0.1%N/A0.000%
9/25/2025Adams Wealth Management3,323$392K0.1%N/A0.000%
9/24/2025Texas Permanent School Fund Corp54,546$6.44M0.1%-41.8%0.007%
9/23/2025Dakota Community Bank & Trust NA1,027$121K0.5%-26.9%0.000%
9/22/2025Caldwell Trust Co33,048$3.90M0.4%N/A0.004%
9/12/2025Valeo Financial Advisors LLC17,697$2.09M0.0%+2.4%0.002%
9/9/2025NWF Advisory Services Inc.6,273$740K0.1%-3.4%0.001%
9/8/2025Alternative Investment Advisors LLC.2,397$283K0.1%+8.0%0.000%
9/4/2025Reynders McVeigh Capital Management LLC4,048$478K0.0%-2.5%0.001%
9/4/2025SevenBridge Financial Group LLC34,582$4.30M0.8%+18.1%0.004%
9/4/2025V. M. Manning & CO. Inc.19,394$2.38M2.7%N/A0.002%
9/4/2025Osaic Holdings Inc.478,719$56.85M0.1%+36.7%0.062%
8/29/2025Total Investment Management Inc.389$46K0.0%N/A0.000%
8/27/2025Barnes Wealth Management Group Inc2,557$302K0.2%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC161,012$19.00M0.2%+2.2%0.021%
8/26/2025Claris Financial LLC5,397$637K0.5%-19.3%0.001%
8/25/2025Silverlake Wealth Management LLC5,545$654K0.2%-3.2%0.001%
8/22/2025Cim Investment Management Inc.6,508$734K0.1%+99.7%0.001%
8/21/2025Pathway Financial Advisers LLC56,892$6.71M2.2%-1.1%0.007%
8/21/2025Clarion Wealth Managment Partners LLC6,100$720K0.8%N/A0.001%
8/20/2025Kentucky Retirement Systems49,454$5.84M0.2%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund20,989$2.48M0.2%-6.5%0.003%
8/20/2025North Dallas Bank & Trust Co.5,814$686K0.5%N/A0.001%
8/20/2025Coppell Advisory Solutions LLC6,238$729K0.1%+1.6%0.001%
8/19/2025B. Riley Wealth Advisors Inc.11,265$1.33M0.1%N/A0.001%
8/19/2025Slocum Gordon & Co LLP30,190$3.56M2.9%-1.9%0.004%
8/19/2025Newbridge Financial Services Group Inc.10,874$1.28M0.2%-14.1%0.001%
8/19/2025Cape Investment Advisory Inc.7,968$940K0.3%+5.3%0.001%
8/19/2025Advisory Services Network LLC53,634$6.52M0.1%+1.7%0.007%
8/19/2025Anchor Investment Management LLC82,300$9.71M0.9%+1.0%0.011%
8/19/2025Asset Dedication LLC3,305$390K0.0%+137.3%0.000%
8/19/2025Pitcairn Co.5,995$707K0.0%-55.1%0.001%
8/18/2025Tyler Stone Wealth Management2,360$279K0.0%-3.9%0.000%
8/18/2025Geneos Wealth Management Inc.53,809$6.35M0.2%+10.9%0.007%
8/18/2025Kestra Investment Management LLC2,181$257K0.0%N/A0.000%
8/18/2025Rexford Capital Inc.2,351$277K0.2%N/A0.000%
8/18/2025National Bank of Canada FI560,021$66.08M0.1%-21.6%0.072%
8/18/2025Goodman Advisory Group LLC1,337$158K0.1%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC19,244$2.27M0.3%+0.9%0.002%
8/16/2025Public Sector Pension Investment Board211,749$24.99M0.1%+2.1%0.027%
8/16/2025Evergreen Capital Management LLC3,843$453K0.0%+6.6%0.000%
8/16/2025Headlands Technologies LLC968$114K0.0%N/A0.000%
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%
8/15/2025MUFG 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%
8/15/2025Vident Advisory LLC27,539$3.25M0.0%+4.5%0.004%
8/15/2025Visionary Wealth Advisors61,849$7.30M0.4%+879.4%0.008%
8/15/2025Voleon Capital Management LP7,478$882K0.0%N/A0.001%
8/15/2025Voya Financial Advisors Inc.12,639$1.48M0.1%+2.5%0.002%
8/15/2025Tidal Investments LLC13,426$1.58M0.0%-10.9%0.002%
8/15/2025Scott Marsh Financial LLC2,340$276K0.1%N/A0.000%
8/15/2025Smartleaf Asset Management LLC14,020$1.64M0.1%-4.7%0.002%
8/15/2025Snowden Capital Advisors LLC30,189$3.56M0.1%-4.1%0.004%
8/15/2025Sone Capital Management LLC60,688$7.16M0.7%-63.2%0.008%
8/15/2025Soroban Capital Partners LP570,458$67.31M0.7%+17.5%0.073%
8/15/2025Royal London Asset Management Ltd.202,434$23.89M0.1%-24.4%0.026%
8/15/2025Rafferty Asset Management LLC83,520$9.86M0.0%+19.6%0.011%
8/15/2025Resolution Capital Ltd79,634$9.40M0.2%+32.7%0.010%
8/15/2025Orion Porfolio Solutions LLC161,000$19.00M0.1%+2.2%0.021%
8/15/2025MML Investors Services LLC364,346$42.99M0.1%+6.4%0.047%
8/15/2025Meiji Yasuda Asset Management Co Ltd.7,764$916K0.0%-53.2%0.001%
8/15/2025Modern Wealth Management LLC11,924$1.41M0.0%+13.2%0.002%
8/15/2025Lazard Asset Management LLC32,702$3.86M0.0%-13.1%0.004%
8/15/2025Linden Advisors LP161,120$19.01M0.1%N/A0.021%
8/15/2025Holocene Advisors LP64,218$7.58M0.0%+193.7%0.008%
(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, 2,388 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 2,066 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 101,104,594 shares in the last 24 months. This purchase volume represents approximately $11.81B in transactions.

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

Of the 1,126 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 82,678,325 shares in the last 24 months. This volume of shares sold represents approximately $9.47B in transactions.


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This page (NYSE:DUK) was last updated on 10/5/2025 by MarketBeat.com Staff
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