Free Trial
→ Get Ready for Elon Musk’s BIGGEST Comeback Yet (From Brownstone Research) (Ad) Buy DUK Stock  Free DUK Stock Alerts

Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$115.47 +0.24 (+0.21%)
Closing price 06/9/2025 03:59 PM Eastern
Extended Trading
$115.48 +0.00 (+0.00%)
As of 06/9/2025 07:57 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.
Compare

Institutional Ownership Changes (13F Filings) for Duke Energy (NYSE:DUK)

Current
Institutional Ownership
Percentage
65.31%
Number of
Institutional Buyers
(last 12 months)
1503
Total
Institutional Inflows
(last 12 months)
$9.02B
Number of
Institutional Sellers
(last 12 months)
1072
Total
Institutional Outflows
(last 12 months)
$8.95B
Get DUK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Duke Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/9/2025 1248 Management LLC587$72K0.0%N/A0.000%
6/6/2025 Blue Oak Capital LLC1,692$206K0.1%N/A0.000%
6/4/2025 Harold Davidson & Associates Inc.3,531$431K0.2%+17.3%0.000%
6/3/2025 Invst LLC2,796$341K0.0%-8.4%0.000%
6/2/2025 Modern Wealth Management LLC10,538$1.29M0.0%-9.2%0.001%
5/28/2025 Jones Financial Companies Lllp677,924$81.17M0.1%+32.5%0.087%
5/28/2025 Birmingham Capital Management Co. Inc. AL27,353$3.34M1.3%-7.6%0.004%
5/28/2025 Vista Cima Wealth Management LLC442,871$54K0.0%N/A0.057%
5/28/2025 Strs Ohio229,808$28.03M0.1%N/A0.030%
5/28/2025 Ellsworth Advisors LLC49,979$6.10M1.6%+1.1%0.006%
5/28/2025 Intrua Financial LLC5,474$668K0.1%+8.1%0.001%
5/27/2025 Jacobi Capital Management LLC13,475$1.64M0.1%-0.7%0.002%
5/27/2025 Advisors Capital Management LLC494,838$60.36M0.9%+31.5%0.064%
5/27/2025 SWS Partners16,762$2.05M0.6%-3.5%0.002%
5/22/2025 Rollins Financial Advisors LLC10,539$1.29M0.2%+7.2%0.001%
5/21/2025 Indiana Trust & Investment Management Co2,562$312K0.1%+19.3%0.000%
5/21/2025 MBL Wealth LLC9,101$1.11M0.1%+37.0%0.001%
5/21/2025 Reliant Investment Partners LLC65,095$7.94M8.1%-7.9%0.008%
5/21/2025 Acadian Asset Management LLC1,765$215K0.0%-11.1%0.000%
5/21/2025 Geneos Wealth Management Inc.48,518$5.92M0.2%-8.6%0.006%
5/21/2025 Schmidt P J Investment Management Inc.6,337$773K0.1%-10.8%0.001%
5/21/2025 IFM Investors Pty Ltd169,826$20.71M0.2%-21.9%0.022%
5/20/2025 Acorns Advisers LLC1,785$218K0.0%N/A0.000%
5/20/2025 Blue Rock Wealth Management LLC7,820$954K0.8%+53.8%0.001%
5/20/2025 Fortis Capital Advisors LLC2,448$299K0.1%+13.3%0.000%
5/20/2025 Intech Investment Management LLC33,946$4.14M0.0%+35.4%0.004%
5/20/2025 Focus Partners Wealth740,630$90.34M0.2%+5.1%0.095%
5/20/2025 Integrity Alliance LLC.4,178$510K0.0%N/A0.001%
5/20/2025 Ransom Advisory Ltd10,512$1.28M0.6%N/A0.001%
5/20/2025 Anchor Investment Management LLC81,521$9.94M0.9%+0.3%0.010%
5/20/2025 Glenview Trust co19,421$2.37M0.0%+1.3%0.002%
5/20/2025 Ilmarinen Mutual Pension Insurance Co140,000$17.08M0.2%+2.2%0.018%
5/19/2025 SageView Advisory Group LLC8,709$1.06M0.0%-7.6%0.001%
5/19/2025 Bayforest Capital Ltd7,343$896K0.4%+9,314.1%0.001%
5/19/2025 SCS Capital Management LLC8,087$986K0.0%N/A0.001%
5/19/2025 Smith Asset Management Co. LLC3,516$429K0.4%N/A0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,632,655$443.08M0.1%-76.9%0.467%
5/19/2025 Optimize Financial Inc2,183$266K0.1%N/A0.000%
5/16/2025 Woodline Partners LP65,560$8.00M0.1%+41.3%0.008%
5/16/2025 Yaupon Capital Management LP228,495$27.87M1.4%+0.2%0.029%
Why Elon put $51 million into this (Ad)

Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists

[See The Details Here]
5/16/2025 Zurich Insurance Group Ltd FI1,055,482$128.74M1.0%+131.9%0.136%
5/16/2025 Prostatis Group LLC3,330$406K0.1%-8.3%0.000%
5/16/2025 McIlrath & Eck LLC1,535$187K0.0%+22.3%0.000%
5/16/2025 Semmax Financial Advisors Inc.42,343$5.10M1.4%+1.6%0.005%
5/16/2025 Empowered Funds LLC23,162$2.83M0.0%+19.6%0.003%
5/16/2025 MBB Public Markets I LLC2,651$323K0.0%N/A0.000%
5/16/2025 Ascent Group LLC28,078$3.43M0.1%+17.3%0.004%
5/16/2025 RNC Capital Management LLC13,377$1.63M0.1%-2.0%0.002%
5/16/2025 Arete Wealth Advisors LLC7,889$962K0.1%-7.4%0.001%
5/16/2025 Great Lakes Advisors LLC915,217$111.63M1.0%-19.0%0.118%
5/16/2025 Signature Estate & Investment Advisors LLC3,875$473K0.0%+22.6%0.000%
5/16/2025 Everstar Asset Management LLC15,858$1.93M0.4%+411.5%0.002%
5/16/2025 Challenger Wealth Management9,843$1.20M1.0%-8.8%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC19,558$2.39M0.1%+10.7%0.003%
5/16/2025 Resources Management Corp CT ADV22,928$2.80M0.4%-1.8%0.003%
5/16/2025 Cape Investment Advisory Inc.7,568$923K0.4%+2.1%0.001%
5/16/2025 Jones Financial Companies Lllp87,494$10.61M0.0%-82.9%0.011%
5/16/2025 Dynamic Technology Lab Private Ltd10,620$1.30M0.2%+155.3%0.001%
5/16/2025 USS Investment Management Ltd124,291$15.16M0.1%-42.1%0.016%
5/16/2025 UniSuper Management Pty Ltd54,124$6.60M0.0%+3.4%0.007%
5/16/2025 Resolution Capital Ltd59,995$7.32M0.1%+7.6%0.008%
5/16/2025 Richwood Investment Advisors LLC1,685$206K0.2%N/A0.000%
5/16/2025 Rise Advisors LLC735$90K0.0%+69.0%0.000%
5/16/2025 Plancorp LLC1,856$226K0.0%N/A0.000%
5/16/2025 New England Asset Management Inc.71,565$8.73M1.4%+8.0%0.009%
5/16/2025 Nissay Asset Management Corp Japan ADV148,826$18.15M0.1%+3.1%0.019%
5/16/2025 NewEdge Advisors LLC160,351$19.56M0.1%+5.7%0.021%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.176,567$21.52M0.0%-23.7%0.023%
5/16/2025 Integrated Wealth Concepts LLC30,715$3.75M0.0%+1.9%0.004%
5/16/2025 Jacobs Levy Equity Management Inc.1,856$226K0.0%-98.8%0.000%
5/16/2025 Kettle Hill Capital Management LLC102,921$12.55M3.4%N/A0.013%
5/16/2025 Gotham Asset Management LLC119,110$14.53M0.1%+51.2%0.015%
5/16/2025 Clark Capital Management Group Inc.526,533$64.22M0.5%+21.0%0.068%
5/16/2025 Curi RMB Capital LLC16,377$2.00M0.0%+6.3%0.002%
5/16/2025 Alliancebernstein L.P.878,955$107.21M0.0%+10.3%0.113%
5/16/2025 AQR Capital Management LLC1,177,587$143.09M0.1%+67.3%0.152%
5/16/2025 Atalanta Sosnoff Capital LLC3,302$403K0.0%+17.5%0.000%
5/16/2025 Advisors Asset Management Inc.42,946$5.24M0.1%+3.5%0.006%
5/16/2025 AlTi Global Inc.1,935$236K0.0%-9.9%0.000%
5/16/2025 Amundi2,489,941$308.88M0.1%+0.0%0.320%
5/16/2025 Aprio Wealth Management LLC4,468$545K0.1%+18.1%0.001%
5/16/2025 Adage Capital Partners GP L.L.C.1,132,613$138.15M0.3%+359.1%0.146%
5/15/2025 Federation des caisses Desjardins du Quebec22,765$2.78M0.0%+78.6%0.003%
5/15/2025 Chiron Capital Management LLC3,968$484K0.4%-14.7%0.001%
5/15/2025 EP Wealth Advisors LLC28,997$3.54M0.0%+1.6%0.004%
5/15/2025 Ashton Thomas Securities LLC5,992$731K0.2%N/A0.001%
5/15/2025 First Manhattan CO. LLC.16,132$1.97M0.0%-5.7%0.002%
5/15/2025 GW Henssler & Associates Ltd.8,271$1.01M0.1%+326.8%0.001%
5/15/2025 Cigna Investments Inc. New7,741$944K0.2%-1.4%0.001%
5/15/2025 1248 Management LLC487$59K0.0%N/A0.000%
Why Elon put $51 million into this (Ad)

Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists

[See The Details Here]
5/15/2025 Focus Partners Advisor Solutions LLC25,939$3.16M0.0%+9.5%0.003%
5/15/2025 Flputnam Investment Management Co.4,477$546K0.0%-4.9%0.001%
5/15/2025 Royal Bank of Canada8,921,517$1.09B0.2%+4.9%1.148%
5/15/2025 Beck Mack & Oliver LLC126,365$15.41M0.3%+0.9%0.016%
5/15/2025 Graham Capital Management L.P.12,862$1.57M0.0%-61.9%0.002%
5/15/2025 Energy Income Partners LLC342,939$41.83M0.8%+2.1%0.044%
5/15/2025 Alamea Verwaltungs GmbH7,924$966K0.8%N/A0.001%
5/15/2025 Retirement Planning Co of New England Inc.5,490$670K0.2%+1.7%0.001%
5/15/2025 MAI Capital Management37,181$4.54M0.0%-0.3%0.005%
5/15/2025 Quarry LP1,121$137K0.0%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, 2,345 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($9.09B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Massachusetts Financial Services Co. MA ($2.21B), Wellington Management Group LLP ($2.21B), Geode Capital Management LLC ($1.93B), and GQG Partners LLC ($1.25B).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 1,992 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), GQG Partners LLC ($10.26M), Nuveen LLC ($5.76M), Vanguard Group Inc. ($2.89M), Capital Research Global Investors ($2.30M), 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 111,456,632 shares in the last 24 months. This purchase volume represents approximately $12.10B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,493 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. ($20.71M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($12.08M), New York State Common Retirement Fund ($8.69M), Pathway Financial Advisers LLC ($6.72M), Capital Research Global Investors ($4.62M), GQG Partners LLC ($4.34M), and BlackRock Inc. ($2.11M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 100,595,633 shares in the last 24 months. This volume of shares sold represents approximately $10.96B in transactions.


Related Companies

This page (NYSE:DUK) was last updated on 6/10/2025 by MarketBeat.com Staff
From Our Partners
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Banks aren’t ready for this altcoin—are you?
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
It could very well mark the beginning of a new multitrillion-dollar industrial revolution. Up until now, we...
Weiss Ratings | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
Wall Street Legend: Crash coming in March—details here
Bad News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history give...
Chaikin Analytics | Sponsored
The IRS Loophole That Lets You Own Gold Tax-Free
What if I told you there's a legal way to own real physical gold and silver—and keep your gains tax-free? N...
Advantage Gold | Sponsored
Trump’s treachery
A few months ago, I released a list of six companies I believed were going to appreciate under Trump’s second ...
Porter & Company | Sponsored
Gold is soaring. Here’s how to get paid from it
Gold just broke through $3,300… And while the headlines shout about price targets, something even more powe...
Investors Alley | Sponsored