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Duke Energy (DUK) Institutional Ownership

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$128.73 +0.91 (+0.71%)
Closing price 10/15/2025 03:59 PM Eastern
Extended Trading
$129.24 +0.51 (+0.39%)
As of 04:32 AM 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)
1644
Total
Institutional Inflows
(last 12 months)
$11.93B
Number of
Institutional Sellers
(last 12 months)
1123
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
10/15/2025TrueWealth Advisors LLC3,849$476K0.1%+69.9%0.000%
10/15/2025CWM LLC209,694$25.95M0.1%+12.8%0.027%
10/15/2025Busey Bank5,144$637K0.0%+4.2%0.001%
10/15/2025Pacer Advisors Inc.65,587$8.12M0.0%-13.4%0.008%
10/15/2025Spirit of America Management Corp NY19,700$2.44M0.5%+15.5%0.003%
10/15/2025Whitener Capital Management Inc.48,485$6M1.4%+3.1%0.006%
10/15/2025Cadent Capital Advisors LLC1,631$202K0.1%N/A0.000%
10/15/2025Bar Harbor Wealth Management6,258$774K0.0%+26.4%0.001%
10/15/2025Cornercap Investment Counsel Inc.12,363$1.53M0.8%-1.6%0.002%
10/15/2025First PREMIER Bank63,051$7.80M1.8%-0.8%0.008%
10/15/2025Enterprise Financial Services Corp3,002$371K0.2%-4.1%0.000%
10/15/2025ZWJ Investment Counsel Inc.12,099$1.50M0.1%-6.9%0.002%
10/15/2025Jeppson Wealth Management LLC15,657$1.94M0.6%-2.0%0.002%
10/15/2025Home Federal Bank of Tennessee23,360$2.89M0.8%-1.0%0.003%
10/15/2025Alhambra Investment Management LLC2,311$286K0.1%+7.2%0.000%
10/15/2025Harbor Capital Advisors Inc.19,712$2.44M0.2%+2.8%0.003%
10/15/2025Norden Group LLC19,190$2.38M0.2%+0.7%0.002%
10/15/2025World Investment Advisors26,230$3.25M0.1%+11.8%0.003%
10/15/2025Atwood & Palmer Inc.1,348$167K0.0%-28.2%0.000%
10/15/2025Brookstone Capital Management120,496$14.91M0.2%-3.6%0.015%
10/15/2025Triangle Securities Wealth Management29,976$3.71M0.8%+3.6%0.004%
10/15/2025Private Trust Co. NA15,984$1.98M0.2%+1.1%0.002%
10/15/2025Southland Equity Partners LLC4,793$593K0.1%+9.4%0.001%
10/15/2025Friedenthal Financial670$83K0.0%N/A0.000%
10/15/2025Gilman Hill Asset Management LLC2,645$327K0.1%+39.6%0.000%
10/15/2025Hanson & Doremus Investment Management13,419$1.66M0.2%-3.6%0.002%
10/15/2025BayBridge Capital Group LLC2,766$342K0.2%-23.4%0.000%
10/15/2025Optas LLC6,040$747K0.1%+4.5%0.001%
10/15/2025Vontobel Holding Ltd.59,658$7.38M0.0%+42.8%0.008%
10/15/2025Cypress Wealth Services LLC5,048$625K0.1%+1.7%0.001%
10/15/2025DAVENPORT & Co LLC217,425$26.91M0.1%+1.1%0.028%
10/15/2025Meriwether Wealth & Planning LLC3,225$399K0.2%-3.1%0.000%
10/15/2025Crescent Sterling Ltd.6,093$754K0.8%-4.1%0.001%
10/15/2025IFM Investors Pty Ltd182,367$22.44M0.2%-1.1%0.023%
10/15/2025Andrew Hill Investment Advisors Inc.36,711$4.54M3.5%-2.2%0.005%
10/14/2025 GLOBALT Investments LLC GA57,371$7.10M0.3%-1.4%0.007%
10/14/2025 Revolve Wealth Partners LLC2,953$365K0.0%+4.1%0.000%
10/14/2025 Welch Group LLC12,821$1.59M0.1%+3.4%0.002%
10/14/2025 Yousif Capital Management LLC108,636$13.44M0.1%-6.4%0.014%
10/14/2025 Trust Co. of Vermont13,011$1.61M0.1%+2.0%0.002%
10/14/2025 Cultivar Capital Inc.2,361$292K0.2%+5.6%0.000%
10/14/2025 Intergy Private Wealth LLC2,519$312K0.1%+15.4%0.000%
10/14/2025 Farther Finance Advisors LLC41,642$5.15M0.1%+37.7%0.005%
10/14/2025 O Keefe Stevens Advisory Inc.9,899$1.23M0.3%+2.4%0.001%
10/14/2025 Precedent Wealth Partners LLC14,914$1.85M0.4%+6.9%0.002%
10/14/2025 McGrath & Associates Inc.7,094$878K1.3%-1.4%0.001%
10/14/2025 HBK Sorce Advisory LLC14,877$1.86M0.0%+28.8%0.002%
10/14/2025 Jamison Private Wealth Management Inc.51,440$6.37M0.8%+4.3%0.007%
10/14/2025 Exchange Traded Concepts LLC345,692$42.78M0.4%+22.1%0.044%
10/14/2025 AA Financial Advisors LLC8,522$1.06M0.2%+15.5%0.001%
10/14/2025 Beech Hill Advisors Inc.11,225$1.39M0.6%+4.3%0.001%
10/14/2025 Brighton Jones LLC7,014$868K0.0%+16.1%0.001%
10/14/2025 Salvus Wealth Management LLC2,826$350K0.2%+21.0%0.000%
10/14/2025 Foster Group Inc.2,678$331K0.0%+3.9%0.000%
10/14/2025 Clarius Group LLC2,775$343K0.0%-28.4%0.000%
10/10/2025 First Bank & Trust37,317$4.62M0.8%-2.3%0.005%
10/10/2025 USA Financial Formulas3,430$424K0.1%-66.7%0.000%
10/10/2025 Spinnaker Investment Group LLC6,299$780K0.1%+140.9%0.001%
10/10/2025 Lineweaver Wealth Advisors LLC18,804$2.33M0.3%+16.7%0.002%
10/10/2025 Charles Schwab Trust Co3,212$397K0.0%-29.3%0.000%
10/10/2025 Sound Income Strategies LLC1,795$224K0.0%-74.1%0.000%
10/10/2025 Thomasville National Bank232,789$28.81M1.8%+1.8%0.030%
10/10/2025 Foster Victor Wealth Advisors LLC9,941$1.23M0.1%+18.1%0.001%
10/10/2025 Red Door Wealth Management LLC55,205$6.83M0.7%+4.9%0.007%
10/10/2025 Wedge Capital Management L L P NC1,681$208K0.0%-4.9%0.000%
10/10/2025 Corsicana & Co.6,084$753K0.4%N/A0.001%
10/10/2025 CCM Investment Advisers LLC99,823$12.35M1.2%+1.4%0.013%
10/10/2025 Clarity Financial LLC172,067$21.29M2.1%+2.2%0.022%
10/10/2025 Focused Wealth Management Inc3,597$445K0.0%+94.0%0.000%
10/10/2025 Cyndeo Wealth Partners LLC6,141$760K0.0%+11.0%0.001%
10/10/2025 Fairvoy Private Wealth LLC3,188$395K0.1%-4.5%0.000%
10/10/2025 Quotient Wealth Partners LLC3,831$474K0.0%+9.6%0.000%
10/10/2025 Castleview Partners LLC2,532$313K0.2%+11.8%0.000%
10/10/2025 Perpetual Ltd3,363$416K0.0%-46.1%0.000%
10/10/2025 Focus Financial Network Inc.13,217$1.64M0.1%+1.1%0.002%
10/10/2025 KMG Fiduciary Partners LLC60,362$7.47M0.5%+10.2%0.008%
10/10/2025 Signal Advisors Wealth LLC3,168$392K0.0%-59.0%0.000%
10/10/2025 Fiduciary Financial Group LLC3,309$409K0.1%+7.8%0.000%
10/9/2025 CGN Advisors LLC26,853$3.32M0.3%+0.8%0.003%
10/9/2025 Bartlett & CO. Wealth Management LLC588,667$72.85M1.0%-0.2%0.076%
10/9/2025 Independence Bank of Kentucky5,642$698K0.1%-2.0%0.001%
10/9/2025 AdvisorNet Financial Inc6,385$790K0.0%-3.4%0.001%
10/9/2025 Meadowbrook Wealth Management LLC2,761$342K0.4%N/A0.000%
10/9/2025 L. Roy Papp & Associates LLP2,490$308K0.0%+11.2%0.000%
10/9/2025 IVC Wealth Advisors LLC1,695$210K0.1%N/A0.000%
10/9/2025 Marathon Strategic Advisors LLC4,666$577K0.5%N/A0.001%
10/9/2025 Perkins Coie Trust Co507$63K0.0%-21.9%0.000%
10/9/2025 Franklin Street Advisors Inc. NC25,557$3.16M0.2%-1.0%0.003%
10/9/2025 U.S. Capital Wealth Advisors LLC20,365$2.52M0.1%+161.4%0.003%
10/9/2025 Redhawk Wealth Advisors Inc.3,568$442K0.1%+68.5%0.000%
10/9/2025 Voya Investment Management LLC1,588,105$196.31M0.2%+15.4%0.204%
10/9/2025 Voya Financial Advisors Inc.12,404$1.52M0.1%-1.9%0.002%
10/9/2025 Dynamic Advisor Solutions LLC32,456$4.02M0.1%+2.4%0.004%
10/9/2025 Chapin Davis Inc.7,980$988K0.2%+4.3%0.001%
10/9/2025 First Financial Corp IN1,840$228K0.1%-13.1%0.000%
10/9/2025 Park Edge Advisors LLC4,153$514K0.1%N/A0.001%
10/9/2025 Pacifica Partners Inc.951$116K0.0%+108.6%0.000%
10/8/2025 First County Bank CT 12,419$1.54M0.8%-4.2%0.002%
10/8/2025 Marshall Financial Group LLC6,579$814K0.2%-8.0%0.001%
10/8/2025 Agate Pass Investment Management LLC5,197$643K0.2%-1.9%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, 2,391 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 2,067 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), Assenagon Asset Management S.A. ($2.84M), and Raymond James Financial Inc. ($2.28M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 102,059,752 shares in the last 24 months. This purchase volume represents approximately $11.93B in transactions.

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

Of the 1,123 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 82,658,224 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 10/16/2025 by MarketBeat.com Staff
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