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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$122.62 -1.14 (-0.92%)
Closing price 05/29/2026 03:59 PM Eastern
Extended Trading
$122.65 +0.03 (+0.03%)
As of 05/29/2026 07:56 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)
1642
Total
Institutional Inflows
(last 12 months)
$6.66B
Number of
Institutional Sellers
(last 12 months)
1095
Total
Institutional Outflows
(last 12 months)
$17.64B
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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
5/28/2026 Cozad Asset Management Inc.2,590$339K0.0%+7.2%0.000%
5/27/2026 Allen Capital Group LLC12,550$1.64M0.1%+1.4%0.002%
5/26/2026 Glenmede Trust Co. NA73,132$9.58M0.0%-9.7%0.009%
5/26/2026 Axiom Investment Management LLC1,472$193K0.1%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC4,226$553K0.1%+53.4%0.001%
5/21/2026 GKV Capital Management Co. Inc.800$98K0.0%N/A0.000%
5/21/2026 Vestor Capital LLC1,385$181K0.0%-97.3%0.000%
5/20/2026 CCM Investment Advisers LLC106,157$13.90M1.3%+2.4%0.014%
5/20/2026 Leigh Baldwin & CO. LLC3,012$394K0.3%+3.5%0.000%
5/19/2026 Front Row Advisors LLC2,202$288K0.1%-6.0%0.000%
5/19/2026 Western Wealth Management LLC10,412$1.36M0.0%+5.4%0.001%
5/19/2026 Royal Fund Management LLC38,684$5.07M0.5%+16.2%0.005%
5/19/2026 Edgestream Partners L.P.50,316$6.59M0.2%-32.8%0.006%
5/19/2026 Kentucky Retirement Systems58,288$7.63M0.3%+19.3%0.007%
5/19/2026 Chesapeake Wealth Management1,977$259K0.1%N/A0.000%
5/19/2026 Janus Henderson Group PLC2,735,816$358.23M0.2%+5,254.4%0.351%
5/19/2026 Centaurus Financial Inc.4,793$628K0.0%-1.8%0.001%
5/19/2026 Strategic Investment Advisors MI8,838$1.16M0.1%+390.5%0.001%
5/19/2026 Ashton Thomas Securities LLC4,749$622K0.1%-15.7%0.001%
5/19/2026 Arkadios Wealth Advisors63,447$8.31M0.1%+53.8%0.008%
5/19/2026 South Dakota Investment Council124,207$16.26M0.3%-0.6%0.016%
5/19/2026 IFS Group LLC1,763$231K0.2%N/A0.000%
5/18/2026 Sunbelt Securities Inc.3,852$504K0.0%-20.4%0.000%
5/18/2026 Guardian Partners Inc.124,370$16.33M1.4%-0.8%0.016%
5/18/2026 Amundi1,945,496$254.74M0.1%-26.9%0.250%
5/18/2026 Constant Guidance Financial LLC12,600$1.65M1.1%+51.8%0.002%
5/18/2026 Adalta Capital Management LLC22,475$2.94M1.4%+1.1%0.003%
5/18/2026 EverSource Wealth Advisors LLC11,403$1.49M0.0%+27.0%0.001%
5/18/2026 Empire Financial Management Company LLC30,653$4.01M0.9%+3.5%0.004%
5/18/2026 California State Teachers Retirement System901,695$118.07M0.1%-3.1%0.116%
5/18/2026 ROI Financial Advisors LLC14,254$1.87M1.1%+5.1%0.002%
5/18/2026 Resolution Capital Ltd13,598$1.78M0.0%-62.2%0.002%
5/18/2026 Richwood Investment Advisors LLC1,775$232K0.2%+5.3%0.000%
5/18/2026 Rithm Capital Corp.8,600$1.13M1.7%+53.6%0.001%
5/18/2026 Empowered Funds LLC51,520$6.75M0.0%+20.0%0.007%
5/18/2026 Energy Income Partners LLC1,038,588$135.99M2.2%-6.5%0.133%
5/18/2026 Evercore Wealth Management LLC24,084$3.15M0.0%-2.0%0.003%
5/16/2026 The Manufacturers Life Insurance Company 870,441$113.98M0.1%-87.9%0.112%
5/16/2026 KCM Investment Advisors LLC9,982$1.31M0.0%+1.1%0.001%
5/16/2026 Measured Risk Portfolios Inc.19,453$2.55M2.8%+3.4%0.002%
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5/16/2026 IMG Wealth Management Inc.1,440$189K0.1%-12.1%0.000%
5/16/2026 Glen Eagle Advisors LLC5,753$753K0.1%-1.9%0.001%
5/16/2026 Excelsior Advisor Network LLC2,669$349K0.1%N/A0.000%
5/16/2026 Quantinno Capital Management LP592,879$77.63M0.1%+65.3%0.076%
5/16/2026 Clough Capital Partners L P60,522$7.93M0.8%+13.4%0.008%
5/16/2026 Lazard Asset Management LLC35,070$4.59M0.0%-99.9%0.004%
5/16/2026 Jessup Wealth Management Inc2,033$266K0.1%+17.3%0.000%
5/15/2026 Cardiff Park Advisors LLC2,316$303K0.0%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC13,635$1.79M0.1%+305.9%0.002%
5/15/2026 Quadcap Wealth Management LLC48,323$6.33M0.7%-0.3%0.006%
5/15/2026 Cypress Capital Group33,899$4.44M0.5%+6.3%0.004%
5/15/2026 OMERS ADMINISTRATION Corp1,215,832$159.20M1.0%+0.7%0.156%
5/15/2026 Themes Management Co LLC7,699$1.01M0.6%+18.7%0.001%
5/15/2026 Van Diest Capital LLC2,603$341K0.3%-25.3%0.000%
5/15/2026 Lombard Odier Asset Management Switzerland SA14,500$1.90M0.1%+12.4%0.002%
5/15/2026 Matrix Private Capital Group LLC2,201$288K0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC109,980$14.40M0.1%+4.1%0.014%
5/15/2026 Wealth Alliance LLC18,707$2.45M0.2%-0.6%0.002%
5/15/2026 Epoch Investment Partners Inc.374,011$48.97M0.3%-6.7%0.048%
5/15/2026 Entropy Technologies LP20,373$2.67M0.1%N/A0.003%
5/15/2026 Cannell & Spears LLC3,476$456K0.0%+10.3%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund662,844$86.79M0.1%+158.2%0.085%
5/14/2026 Dai ichi Life Insurance Company Ltd129,880$17.01M0.5%-7.0%0.017%
5/14/2026 Renaissance Technologies LLC2,800$367K0.0%-99.1%0.000%
5/14/2026 Bollard Group LLC177,644$23.26M0.7%-5.0%0.023%
5/14/2026 Gabelli Funds LLC313,650$41.07M0.3%-0.1%0.040%
5/14/2026 Gamco Investors INC. ET AL1,674$219K0.0%N/A0.000%
5/14/2026 Hilltop Holdings Inc.11,231$1.47M0.1%-57.9%0.001%
5/14/2026 Morningstar Investment Management LLC26,772$3.51M0.2%+21.1%0.003%
5/14/2026 Rockbridge Investment Management LCC2,019$264K0.0%+4.8%0.000%
5/14/2026 GC Wealth Management RIA LLC2,270$297K0.0%-33.2%0.000%
5/14/2026 Public Employees Retirement System of Ohio325,823$42.66M0.1%+0.5%0.042%
5/14/2026 Bruce & Co. Inc.145,816$19.09M5.5%-6.4%0.019%
5/14/2026 FCA Corp TX9,912$1.30M0.4%+2.0%0.001%
5/14/2026 Compound Planning Inc.21,420$2.81M0.1%+6.9%0.003%
5/14/2026 Klingman & Associates LLC2,184$286K0.0%-12.7%0.000%
5/14/2026 Modern Wealth Management LLC14,764$1.93M0.0%+7.0%0.002%
5/14/2026 Keebeck Wealth Management1,929$253K0.0%N/A0.000%
5/14/2026 Arrowstreet Capital Limited Partnership32,360$4.24M0.0%+12.9%0.004%
5/14/2026 Wills Financial Group LLC9,656$1.20M0.5%+13.0%0.001%
5/14/2026 Caxton Associates LLP2,874$376K0.0%-32.1%0.000%
5/14/2026 Liberty One Investment Management LLC232,015$30.38M3.1%+13.2%0.030%
5/14/2026 Bowen Hanes & Co. Inc.6,343$831K0.0%-11.2%0.001%
5/14/2026 Bank of Nova Scotia114,229$14.96M0.0%-15.4%0.015%
5/14/2026 Dickmeyer Boyce Financial Management Inc.10,458$1.37M0.8%N/A0.001%
5/14/2026 Gibbs Wealth Management9,049$1.19M0.2%+8.4%0.001%
5/14/2026 Keynote Financial Services LLC9,154$1.20M0.6%-1.1%0.001%
5/14/2026 MWA Asset Management2,860$374K0.2%-11.4%0.000%
5/14/2026 Davis R M Inc.3,428$449K0.0%-15.7%0.000%
5/14/2026 Lido Advisors LLC61,891$8.11M0.0%+8.8%0.008%
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5/13/2026 Alpha Family Trust1,530$200K0.1%N/A0.000%
5/13/2026 Dynamic Wealth Strategies LLC294$38K0.0%N/A0.000%
5/13/2026 KCM Capital Inc31,000$4.06M0.7%N/A0.004%
5/13/2026 Signature Equity Partners LLC2,707$354K0.2%+13.3%0.000%
5/13/2026 NewEdge Wealth LLC6,449$844K0.0%-43.3%0.001%
5/13/2026 Petra Financial Advisors Inc.4,780$626K0.4%-6.3%0.001%
5/13/2026 Goepper Burkhardt LLC5,832$764K0.3%-9.6%0.001%
5/13/2026 First Citizens Bank & Trust Co.183,947$24.09M0.4%+87.4%0.024%
5/13/2026 CI Investments Inc.14,520$1.90M0.0%+3.1%0.002%
5/13/2026 First Trust Advisors LP768,677$100.65M0.1%-26.9%0.099%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,539 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 2,217 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. ($2.47M).

Institutional investors have bought a total of 55,508,129 shares in the last 24 months. This purchase volume represents approximately $6.66B in transactions.

Of the 1,095 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 141,584,074 shares in the last 24 months. This volume of shares sold represents approximately $17.64B in transactions.


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This page (NYSE:DUK) was last updated on 5/31/2026 by MarketBeat.com Staff.
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