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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$121.60 -0.10 (-0.08%)
As of 03:22 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)
1400
Total
Institutional Inflows
(last 12 months)
$5.79B
Number of
Institutional Sellers
(last 12 months)
1025
Total
Institutional Outflows
(last 12 months)
$7.31B
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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
4/30/2025Brown Advisory Inc.56,875$6.94M0.0%-2.9%0.007%
4/30/2025Highview Capital Management LLC DE 11,633$1.42M0.6%+6.8%0.001%
4/30/2025Alpha Cubed Investments LLC5,548$677K0.0%N/A0.001%
4/30/2025Jessup Wealth Management Inc1,793$219K0.1%N/A0.000%
4/30/2025Capital Management Associates Inc1,892$231K0.1%N/A0.000%
4/30/2025Crossmark Global Holdings Inc.42,172$5.14M0.1%-0.6%0.005%
4/30/2025Washington Trust Bank61,950$7.56M0.8%+2.7%0.008%
4/30/2025Fullcircle Wealth LLC1,738$210K0.1%-15.1%0.000%
4/29/2025Centennial Bank AR 3,869$472K0.2%-8.5%0.000%
4/29/2025U.S. Capital Wealth Advisors LLC8,712$1.06M0.0%-5.9%0.001%
4/29/2025Brass Tax Wealth Management Inc.3,763$459K0.1%+9.5%0.000%
4/29/2025Financial Counselors Inc.129,736$15.82M0.2%-18.4%0.017%
4/29/2025Raleigh Capital Management Inc.11,850$1.45M0.7%-33.1%0.002%
4/29/2025YANKCOM Partnership3,412$416K0.2%-33.9%0.000%
4/29/2025Callan Capital LLC4,676$570K0.0%+18.6%0.001%
4/29/2025TD Private Client Wealth LLC51,629$6.30M0.2%+3.6%0.007%
4/29/2025OLD Republic International Corp492,231$60.04M2.3%-12.2%0.063%
4/29/2025Capital Advisors Inc. OK7,795$951K0.0%-3.5%0.001%
4/29/2025Heritage Wealth Management Inc.17,700$2.16M0.7%-0.8%0.002%
4/29/2025Envestnet Asset Management Inc.2,628,423$320.59M0.1%+9.5%0.338%
4/29/2025Hexagon Capital Partners LLC8,511$1.04M0.2%+4.5%0.001%
4/29/2025Drake & Associates LLC12,433$1.52M0.4%+29.6%0.002%
4/29/2025Penserra Capital Management LLC7,796$950K0.0%+285.9%0.001%
4/29/2025Crew Capital Management Ltd.1,873$228K0.2%N/A0.000%
4/29/2025Investor s Fiduciary Advisor Network LLC2,307$281K0.1%-19.7%0.000%
4/29/2025Financiere des Professionnels Fonds d investissement inc.33,974$4.14M0.3%-4.0%0.004%
4/29/2025Rice Partnership LLC21,176$2.58M0.5%N/A0.003%
4/29/2025Sierra Ocean LLC425$52K0.0%+46.6%0.000%
4/29/2025Lee Danner & Bass Inc.22,437$2.74M0.2%-3.4%0.003%
4/29/2025Novare Capital Management LLC12,357$1.51M0.1%+10.4%0.002%
4/29/2025Adell Harriman & Carpenter Inc.1,856$226K0.0%N/A0.000%
4/29/2025Concurrent Investment Advisors LLC45,333$5.53M0.1%+6.8%0.006%
4/29/2025Simmons Bank31,713$3.87M0.3%-6.1%0.004%
4/29/2025HM Payson & Co.7,918$966K0.0%+15.4%0.001%
4/29/2025World Investment Advisors21,456$2.62M0.1%+8.8%0.003%
4/29/2025Wayfinding Financial LLC227$27K0.0%N/A0.000%
4/29/2025Truist Financial Corp741,561$90.45M0.1%-0.3%0.095%
4/29/2025Capital Investment Advisory Services LLC79,401$9.69M0.9%+2.2%0.010%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV2,862$349K0.2%-2.8%0.000%
4/29/2025Strategic Blueprint LLC21,923$2.67M0.1%+5.7%0.003%
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4/29/2025Sequent Asset Management LLC2,918$356K0.2%N/A0.000%
4/29/2025Brookstone Capital Management121,572$14.83M0.2%+3.9%0.016%
4/29/2025Catalyst Capital Advisors LLC1,580$193K0.0%-19.3%0.000%
4/29/2025Global Wealth Management Investment Advisory Inc.42,619$5.20M1.0%+1.6%0.005%
4/29/2025IFM Investors Pty Ltd231,209$26.66M0.3%+6.3%0.030%
4/29/2025GF Fund Management CO. LTD.58,099$7.09M0.2%+2.7%0.007%
4/29/2025OneDigital Investment Advisors LLC49,202$6.00M0.1%+0.3%0.006%
4/29/2025Avantax Planning Partners Inc.8,672$1.06M0.0%-3.3%0.001%
4/29/2025 Silver Oak Securities Incorporated12,629$1.51M0.1%+6.2%0.002%
4/29/2025Aviance Capital Partners LLC6,561$800K0.1%-6.6%0.001%
4/29/2025MBA Advisors LLC5,199$634K0.3%+6.9%0.001%
4/29/2025 Aurora Private Wealth Inc.13,141$1.60M0.4%N/A0.002%
4/29/2025Checchi Capital Advisers LLC9,450$1.15M0.1%+4.6%0.001%
4/28/2025 D.A. Davidson & CO.234,464$28.60M0.2%+2.2%0.030%
4/28/2025 Principal Financial Group Inc.955,722$116.57M0.1%+0.0%0.123%
4/28/2025 Mutual Advisors LLC19,344$2.32M0.1%-8.0%0.002%
4/28/2025 Oregon Public Employees Retirement Fund66,671$8.13M0.2%+0.7%0.009%
4/28/2025 Capital Investment Counsel Inc13,954$1.70M0.3%+4.3%0.002%
4/28/2025 Teacher Retirement System of Texas208,625$25.45M0.1%+58.4%0.027%
4/28/2025 First Horizon Advisors Inc.207,140$25.27M0.7%+344.7%0.027%
4/28/2025 Latitude Advisors LLC3,328$406K0.2%-14.0%0.000%
4/28/2025 Revisor Wealth Management LLC3,695$451K0.2%+79.9%0.000%
4/28/2025 Novem Group3,030$370K0.1%+8.8%0.000%
4/28/2025 Hudson Edge Investment Partners Inc.51,776$6.32M1.3%-4.8%0.007%
4/28/2025 Level Wealth Management LLC4,477$546K0.4%-10.6%0.001%
4/28/2025 Weaver Consulting Group1,842$225K0.1%N/A0.000%
4/28/2025 Elmwood Wealth Management Inc.2,611$318K0.1%-3.7%0.000%
4/28/2025 Private Trust Co. NA15,572$1.90M0.2%-2.3%0.002%
4/28/2025 Alley Investment Management Company LLC77,067$9.40M1.2%+0.8%0.010%
4/28/2025 Yelin Lapidot Holdings Management Ltd.2,419$295K0.1%-23.3%0.000%
4/28/2025 Pinnacle Financial Partners Inc127,419$14.45M0.3%+9.9%0.016%
4/28/2025 Miller Howard Investments Inc. NY16,649$2.03M0.1%+8.8%0.002%
4/28/2025 Aaron Wealth Advisors LLC4,107$501K0.1%+8.1%0.001%
4/28/2025 First Bank & Trust38,396$4.68M0.9%-2.3%0.005%
4/28/2025 Redmont Wealth Advisors LLC1,347$164K0.3%N/A0.000%
4/28/2025 Harbour Trust & Investment Management Co6,987$852K0.1%-14.1%0.001%
4/28/2025 Keybank National Association OH94,879$11.57M0.0%+0.4%0.012%
4/28/2025 Rossby Financial LCC1,498$180K0.1%-19.8%0.000%
4/28/2025 DAVENPORT & Co LLC215,545$26.29M0.2%+2.0%0.028%
4/28/2025 Summit Trail Advisors LLC16,521$2.02M0.1%+19.8%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd107,675$13.13M0.1%+5.3%0.014%
4/28/2025 Clear Creek Financial Management LLC2,441$298K0.0%+3.7%0.000%
4/28/2025 Cidel Asset Management Inc.6,196$756K0.0%-4.4%0.001%
4/28/2025 BLB&B Advisors LLC23,538$2.87M0.1%-1.7%0.003%
4/28/2025 RKL Wealth Management LLC3,404$415K0.0%N/A0.000%
4/28/2025 Vontobel Holding Ltd.42,533$5.19M0.0%+1.3%0.005%
4/25/2025 Mather Group LLC.13,583$1.66M0.0%+127.1%0.002%
4/25/2025 Alta Advisers Ltd3,900$476K0.2%+56.0%0.001%
4/25/2025 Smallwood Wealth Investment Management LLC1,204$147K0.1%N/A0.000%
4/25/2025 Advisors Management Group Inc. ADV27,843$3.40M0.7%-0.8%0.004%
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4/25/2025 Smith Salley Wealth Management51,757$6.31M0.4%+0.5%0.007%
4/25/2025 Saxon Interests Inc.1,664$203K0.1%N/A0.000%
4/25/2025 Barnes Dennig Private Wealth Management LLC441$54K0.1%N/A0.000%
4/25/2025 Beaton Management Co. Inc.3,171$387K0.2%-4.1%0.000%
4/25/2025 Townsend & Associates Inc38,467$4.62M0.5%-3.9%0.005%
4/25/2025 Red Door Wealth Management LLC47,572$5.80M0.9%+9.8%0.006%
4/25/2025 Spinnaker Trust4,731$577K0.0%-1.8%0.001%
4/25/2025 WASHINGTON TRUST Co6,625$808K0.0%-5.9%0.001%
4/25/2025 Argent Advisors Inc.17,712$2.16M0.7%+2.1%0.002%
4/25/2025 Arbor Investment Advisors LLC3,820$466K0.1%-6.3%0.000%
(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, 2,289 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($7.85B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Wellington Management Group LLP ($2.21B), Massachusetts Financial Services Co. MA ($1.95B), Geode Capital Management LLC ($1.93B), and Morgan Stanley ($923.91M).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 1,929 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: Pathway Financial Advisers LLC ($13.50M), Providence Capital Advisors LLC ($3.50M), Zimmer Partners LP ($2.86M), Capital Research Global Investors ($2.30M), Groupama Asset Managment ($2.20M), Assenagon Asset Management S.A. ($2.19M), and ExodusPoint Capital Management LP ($2.14M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 95,823,597 shares in the last 24 months. This purchase volume represents approximately $9.84B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,468 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: Franklin Resources Inc. ($20.79M), New York State Common Retirement Fund ($8.66M), Pathway Financial Advisers LLC ($6.72M), Capital Research Global Investors ($4.62M), Wellington Management Group LLP ($4.40M), GQG Partners LLC ($4.34M), and BlackRock Inc. ($2.54M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 94,683,622 shares in the last 24 months. This volume of shares sold represents approximately $9.99B in transactions.


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This page (NYSE:DUK) was last updated on 4/30/2025 by MarketBeat.com Staff
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