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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$125.47 +0.21 (+0.17%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$125.32 -0.14 (-0.11%)
As of 07/10/2026 07:59 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 Massive. Learn more.
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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)
1648
Total
Institutional Inflows
(last 12 months)
$6.67B
Number of
Institutional Sellers
(last 12 months)
1105
Total
Institutional Outflows
(last 12 months)
$17.58B
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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
7/10/2026Wedge Capital Management L L P NC1,674$212K0.0%-14.5%0.000%
7/10/2026Abound Wealth Management216$27K0.0%-41.9%0.000%
7/10/2026Northside Capital Management LLC63,557$8.05M0.7%-0.5%0.008%
7/10/2026Annex Advisory Services LLC1,656$210K0.0%-8.3%0.000%
7/10/2026Accel Wealth Management3,303$418K0.1%-12.4%0.000%
7/10/2026Whitener Capital Management Inc.65,330$8.27M1.7%+5.1%0.008%
7/10/2026JFS Wealth Advisors LLC5,928$750K0.0%+4.6%0.001%
7/10/2026Tema ETFs LLC14,485$1.83M0.1%+9.9%0.002%
7/10/2026West Branch Capital LLC1,331$168K0.0%-13.1%0.000%
7/10/2026Fiduciary Financial Group LLC3,427$434K0.0%+8.1%0.000%
7/10/2026Kentucky Trust Co21,705$2.75M1.3%-1.6%0.003%
7/10/2026Wasatch Advisors LP42,275$5.35M0.0%+2.2%0.005%
7/10/2026Doliver Advisors LP12,648$1.60M0.4%+4.6%0.002%
7/10/2026City Holding Co.14,639$1.85M0.2%-1.8%0.002%
7/10/2026Salvus Wealth Management LLC3,691$467K0.3%+15.3%0.000%
7/10/2026 KMG Fiduciary Partners LLC50,129$6.35M0.6%-19.3%0.006%
7/10/2026 Community Financial Services Group LLC4,173$525K0.1%+11.8%0.001%
7/10/2026 Constitution Capital LLC34,713$4.39M2.3%-31.6%0.004%
7/10/2026 Fulton Bank N.A.24,295$3.08M0.1%-0.5%0.003%
7/10/2026 Wealthcare Advisory Partners LLC18,403$2.33M0.0%-19.8%0.002%
7/9/2026 First Bank & Trust36,350$4.60M0.7%+0.3%0.005%
7/9/2026 Revolve Wealth Partners LLC3,389$429K0.0%+8.0%0.000%
7/9/2026 Centurion Wealth Management LLC2,759$349K0.1%-6.4%0.000%
7/9/2026 Finivi Inc.6,121$775K0.4%-4.5%0.001%
7/9/2026 Franklin Street Advisors Inc. NC24,417$3.09M0.2%-5.5%0.003%
7/9/2026 Wealthcare Capital Partners LLC2,748$348K0.1%-16.3%0.000%
7/9/2026 Sapient Capital LLC5,790$733K0.0%-37.4%0.001%
7/9/2026 Focus Financial Network Inc.12,562$1.59M0.0%-5.4%0.002%
7/9/2026 Pettinga Financial Advisors LLC4,728$598K0.1%-6.4%0.001%
7/9/2026 Vertrix Wealth Management LLC40,989$5.19M1.7%+9.5%0.005%
7/9/2026 Alliance Wealth Advisors LLC2,791$353K0.1%-19.3%0.000%
7/9/2026 Sax Wealth Advisors LLC3,861$506K0.0%+11.2%0.000%
7/9/2026 Everpar Advisors LLC3,968$502K0.1%+19.3%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.42,686$5.40M0.2%+6.0%0.005%
7/9/2026 Breakwater Capital Group4,044$512K0.1%-2.5%0.001%
7/9/2026 Affinity Capital Advisors LLC1,991$251K0.0%N/A0.000%
7/9/2026 Agate Pass Investment Management LLC3,989$505K0.2%-4.2%0.001%
7/9/2026 Valeo Financial Advisors LLC16,334$2.07M0.0%-16.4%0.002%
7/9/2026 Norway Savings Bank12,266$1.55M0.7%-0.9%0.002%
7/8/2026 Beaird Harris Wealth Management LLC1,302$165K0.0%+88.7%0.000%
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7/8/2026 Norman Fields Gottscho Capital Management LLC2,474$313K0.1%+39.5%0.000%
7/8/2026 Gradient Investments LLC7,504$950K0.0%+3.3%0.001%
7/8/2026 Rockland Trust Co.2,272$288K0.0%+4.7%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.60,170$7.62M0.3%-0.8%0.008%
7/8/2026 Chesley Taft & Associates LLC11,633$1.47M0.1%+2.9%0.001%
7/8/2026 Trust Point Inc.5,938$752K0.1%-6.5%0.001%
7/8/2026 First Heartland Consultants Inc.3,312$419K0.0%-6.8%0.000%
7/8/2026 Victrix Investment Advisors19,746$2.50M1.0%+27.2%0.003%
7/8/2026 TrueWealth Advisors LLC6,110$773K0.2%+12.2%0.001%
7/8/2026 Cooper Financial Group3,392$429K0.0%+5.8%0.000%
7/8/2026 Meriwether Wealth & Planning LLC2,265$287K0.1%-16.2%0.000%
7/8/2026 Elmwood Wealth Management Inc.3,238$410K0.1%+18.7%0.000%
7/8/2026 Elevation Wealth Partners LLC1,934$245K0.1%+9.8%0.000%
7/8/2026 Czech National Bank221,903$28.09M0.2%+4.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab129,537$16.40M0.1%+7.9%0.017%
7/8/2026 Assenagon Asset Management S.A.1,056,922$133.79M0.2%+18.2%0.136%
7/8/2026 Apella Capital LLC15,585$2.00M0.0%+18.0%0.002%
7/8/2026 Westmount Partners LLC4,144$525K0.1%+2.7%0.001%
7/8/2026 55 North Private Wealth LLC2,541$322K0.1%+31.5%0.000%
7/8/2026 Sarasin & Partners LLP1,283,213$162.43M1.9%+15.3%0.165%
7/8/2026 Hardin Capital Partners LLC21,849$2.79M1.3%-1.0%0.003%
7/8/2026 Thrive Wealth Management LLC6,349$804K0.1%-22.2%0.001%
7/8/2026 Chapin Davis Inc.3,446$436K0.1%-57.0%0.000%
7/7/2026 Bill Few Associates Inc.5,657$716K0.2%+9.9%0.001%
7/7/2026 Foster Group Inc.3,951$500K0.0%+11.3%0.001%
7/7/2026 Mechanics Bank Trust Department11,062$1.40M0.2%-12.2%0.001%
7/7/2026 Quad Cities Investment Group LLC3,616$458K0.2%-3.3%0.000%
7/7/2026 Balefire LLC2,097$265K0.0%-14.7%0.000%
7/7/2026 Dynamic Advisor Solutions LLC56,612$7.17M0.2%+4.0%0.007%
7/7/2026 Graves Light Lenhart Wealth Inc.17,181$2.18M0.2%+4.9%0.002%
7/7/2026 GAMMA Investing LLC25,658$3.25M0.1%+7.6%0.003%
7/7/2026 Grant Private Wealth Management Inc6,606$836K0.4%+6.0%0.001%
7/7/2026 Avior Wealth Management LLC3,361$425K0.0%-4.7%0.000%
7/7/2026 Crescent Sterling Ltd.6,771$857K0.8%+9.9%0.001%
7/7/2026 Greenfield Savings Bank11,152$1.41M0.5%-0.7%0.001%
7/7/2026 Harbor Investment Advisory LLC10,195$1.29M0.1%+6.3%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.16,828$2.13M0.2%N/A0.002%
7/7/2026 Brighton Securities CORP.1,622$205K0.1%-6.5%0.000%
7/7/2026 CGN Advisors LLC32,705$4.14M0.3%+11.9%0.004%
7/7/2026 CoreCap Advisors LLC8,994$1.14M0.0%+2.2%0.001%
7/7/2026 Howard Financial Services LTD.2,901$367K0.0%N/A0.000%
7/6/2026 Neville Rodie & Shaw Inc.7,915$1.00M0.1%-7.0%0.001%
7/6/2026 Stableford Capital II LLC9,149$1.16M0.4%+6.6%0.001%
7/6/2026 Private Client Services LLC1,699$215K0.1%+6.9%0.000%
7/6/2026 Meadowbrook Wealth Management LLC4,436$558K0.6%+28.7%0.001%
7/6/2026 RDA Financial Network5,815$736K0.2%-69.6%0.001%
7/6/2026 Dogwood Wealth Management LLC1,475$187K0.1%-72.6%0.000%
7/6/2026 Trilogy Capital Inc.36,364$4.60M0.2%+3.0%0.005%
7/2/2026 Burkett Financial Services LLC11,683$1.48M0.5%-3.8%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB23,627$2.99M0.1%+0.8%0.003%
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7/2/2026 Versant Capital Management Inc4,340$549K0.0%+19.0%0.001%
7/2/2026 Hilltop National Bank2,154$273K0.1%-8.9%0.000%
7/2/2026 CX Institutional7,220$914K0.0%-17.7%0.001%
7/2/2026 First County Bank CT 9,980$1.26M0.6%-6.1%0.001%
7/1/2026 First Financial Bank Trust Division5,579$706K0.1%+4.7%0.001%
7/1/2026 Eastern Bank6,117$774K0.0%+8.0%0.001%
7/1/2026 Trust Co of the South15,003$1.90M0.3%-6.8%0.002%
7/1/2026 Roxbury Financial LLC10,683$1.35M1.1%+1.0%0.001%
6/23/2026Ballast Advisors LLC334$44K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC9,256$1.21M0.0%+34.2%0.001%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,547 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($9.17B), Geode Capital Management LLC ($2.27B), Massachusetts Financial Services Co. MA ($1.88B), GQG Partners LLC ($1.12B), Charles Schwab Investment Management Inc. ($1.05B), Franklin Resources Inc. ($965.45M), and Royal Bank of Canada ($961.42M).Learn more on Duke Energy's institutional investors.

65.31% of Duke Energy's stock is owned by institutional investors. Learn more on DUK's institutional investor holdings.

Of the 2,228 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 ($13.44M), GQG Partners LLC ($10.19M), Vanguard Group Inc. ($6.15M), Nuveen LLC ($5.76M), Janus Henderson Group PLC ($2.69M), and Assenagon Asset Management S.A. ($2.63M).

Institutional investors have bought a total of 55,524,255 shares in the last 24 months. This purchase volume represents approximately $6.67B in transactions.

Of the 1,100 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: Bank of Montreal Can ($32.45M), Lazard Asset Management LLC ($32.42M), Laurel Wealth Advisors LLC ($17.52M), Barclays PLC ($11.78M), The Manufacturers Life Insurance Company ($6.34M), Macquarie Group Ltd. ($5.73M), and Conning Inc. ($5.72M).

Institutional investors have sold a total of 141,074,852 shares in the last 24 months. This volume of shares sold represents approximately $17.58B in transactions.


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This page (NYSE:DUK) was last updated on 7/11/2026 by MarketBeat.com Staff.
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