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Duke Energy (DUK) Institutional Ownership

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$122.40 +0.45 (+0.37%)
Closing price 03:59 PM Eastern
Extended Trading
$122.18 -0.22 (-0.18%)
As of 06:37 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)
1627
Total
Institutional Inflows
(last 12 months)
$11.81B
Number of
Institutional Sellers
(last 12 months)
1128
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
9/12/2025 Valeo Financial Advisors LLC17,697$2.09M0.0%+2.4%0.002%
9/9/2025 NWF Advisory Services Inc.6,273$740K0.1%-3.4%0.001%
9/8/2025 Alternative Investment Advisors LLC.2,397$283K0.1%+8.0%0.000%
9/4/2025 Reynders McVeigh Capital Management LLC4,048$478K0.0%-2.5%0.001%
9/4/2025 SevenBridge Financial Group LLC34,582$4.30M0.8%+18.1%0.004%
9/4/2025 V. M. Manning & CO. Inc.19,394$2.38M2.7%N/A0.002%
9/4/2025 Osaic Holdings Inc.478,719$56.85M0.1%+36.7%0.062%
8/29/2025 Total Investment Management Inc.389$46K0.0%N/A0.000%
8/27/2025 Barnes Wealth Management Group Inc2,557$302K0.2%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC161,012$19.00M0.2%+2.2%0.021%
8/26/2025 Claris Financial LLC5,397$637K0.5%-19.3%0.001%
8/25/2025 Silverlake Wealth Management LLC5,545$654K0.2%-3.2%0.001%
8/22/2025 Cim Investment Management Inc.6,508$734K0.1%+99.7%0.001%
8/21/2025 Pathway Financial Advisers LLC56,892$6.71M2.2%-1.1%0.007%
8/21/2025 Clarion Wealth Managment Partners LLC6,100$720K0.8%N/A0.001%
8/20/2025 Kentucky Retirement Systems49,454$5.84M0.2%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund20,989$2.48M0.2%-6.5%0.003%
8/20/2025 North Dallas Bank & Trust Co.5,814$686K0.5%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC6,238$729K0.1%+1.6%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.11,265$1.33M0.1%N/A0.001%
8/19/2025 Slocum Gordon & Co LLP30,190$3.56M2.9%-1.9%0.004%
8/19/2025 Newbridge Financial Services Group Inc.10,874$1.28M0.2%-14.1%0.001%
8/19/2025 Cape Investment Advisory Inc.7,968$940K0.3%+5.3%0.001%
8/19/2025 Advisory Services Network LLC53,634$6.52M0.1%+1.7%0.007%
8/19/2025 Anchor Investment Management LLC82,300$9.71M0.9%+1.0%0.011%
8/19/2025 Asset Dedication LLC3,305$390K0.0%+137.3%0.000%
8/19/2025 Pitcairn Co.5,995$707K0.0%-55.1%0.001%
8/18/2025 Tyler Stone Wealth Management2,360$279K0.0%-3.9%0.000%
8/18/2025 Geneos Wealth Management Inc.53,809$6.35M0.2%+10.9%0.007%
8/18/2025 Kestra Investment Management LLC2,181$257K0.0%N/A0.000%
8/18/2025 Rexford Capital Inc.2,351$277K0.2%N/A0.000%
8/18/2025 National Bank of Canada FI560,021$66.08M0.1%-21.6%0.072%
8/18/2025 Goodman Advisory Group LLC1,337$158K0.1%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC19,244$2.27M0.3%+0.9%0.002%
8/16/2025 Public Sector Pension Investment Board211,749$24.99M0.1%+2.1%0.027%
8/16/2025 Evergreen Capital Management LLC3,843$453K0.0%+6.6%0.000%
8/16/2025 Headlands Technologies LLC968$114K0.0%N/A0.000%
8/15/2025 Strategic Investment Advisors MI1,847$218K0.0%+7.0%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co458,088$54.09M0.1%+8.2%0.059%
8/15/2025 Tower 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%
8/15/2025 Binnacle Investments Inc1,733$204K0.1%+6.6%0.000%
8/15/2025 Semmax Financial Advisors Inc.43,456$5.45M1.4%+2.6%0.006%
8/15/2025 Fairfield Bush & CO.3,734$441K0.2%-2.6%0.000%
8/15/2025 Corient Private Wealth LLC323,868$38.22M0.0%+1.1%0.042%
8/15/2025 Equitable Holdings Inc.31,205$3.68M0.0%+22.2%0.004%
8/15/2025 State of Tennessee Department of Treasury265,724$31.36M0.1%+0.2%0.034%
8/15/2025 Hayek Kallen Investment Management10,462$1.23M0.4%+4.1%0.001%
8/15/2025 Chapman Financial Group LLC896$106K0.1%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.2,217$262K0.1%-6.9%0.000%
8/15/2025 E Fund Management Co. Ltd.1,954$231K0.0%-20.2%0.000%
8/15/2025 Stonebridge Capital Advisors LLC114,550$13.52M1.0%-1.2%0.015%
8/15/2025 Captrust Financial Advisors437,782$51.66M0.1%+4.5%0.056%
8/15/2025 Keel Point LLC4,728$558K0.0%+29.9%0.001%
8/15/2025 Alaethes Wealth LLC14,051$1.66M0.5%N/A0.002%
8/15/2025 WFA of San Diego LLC1,087$128K0.1%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC3,920$463K0.3%N/A0.001%
8/15/2025 BROOKFIELD 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%
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%
(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, 2,381 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 2,059 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 101,039,608 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 1,128 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 82,709,229 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 9/15/2025 by MarketBeat.com Staff
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