NYSE:DUK

Duke Energy Institutional Ownership

$104.48

+0.01 (+0.01 %)

(As of 07/26/2021 11:52 AM ET)

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Today's Range

$103.97

▼

$105.06

50-Day Range

$98.12

▼

$104.76

52-Week Range

$78.95

▼

$108.00

Volume38,060 shs

Average Volume3.23 million shs

Market Capitalization$80.37 billion

P/E Ratio60.05

Dividend Yield3.69%

Beta0.26

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

Institutional Ownership Percentage: 62.67%

Institutional Buying and Selling by Quarter

Duke Energy (NYSE DUK) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2021	Trust Co. of Oklahoma	2,374	$0.23M	0.1%	N/A	0.000%
7/26/2021	Harel Insurance Investments & Financial Services Ltd.	1,708	$0.55M	0.0%	-30.1%	0.000%
7/24/2021	Bruderman Asset Management LLC	143,739	$14.19M	4.4%	+1.2%	0.019%
7/24/2021	Taylor Cottrill Erickson & Associates Inc.	7,385	$0.73M	0.1%	+5.6%	0.001%
7/23/2021	Oregon Public Employees Retirement Fund	63,362	$6.26M	0.1%	+3.3%	0.008%
7/23/2021	TCW Group Inc.	10,864	$1.07M	0.0%	-19.4%	0.001%
7/23/2021	Archford Capital Strategies LLC	2,395	$0.24M	0.1%	+15.9%	0.000%
7/23/2021	Independence Bank of Kentucky	12,603	$1.24M	0.6%	+11.7%	0.002%
7/22/2021	Tectonic Advisors LLC	3,253	$0.32M	0.1%	+18.5%	0.000%
7/22/2021	Meridian Wealth Management LLC	8,593	$0.85M	0.1%	+49.5%	0.001%

7/22/2021	Welch & Forbes LLC	83,980	$8.29M	0.1%	+2.2%	0.011%
7/21/2021	Meridian Financial Partners LLC	10,745	$1.12M	0.8%	+2.9%	0.001%
7/21/2021	TIAA FSB	61,082	$6.03M	0.0%	-2.9%	0.008%
7/21/2021	Jeppson Wealth Management LLC	10,803	$1.07M	0.6%	-0.9%	0.001%
7/21/2021	First Command Bank	6,034	$0.60M	0.1%	+5.7%	0.001%
7/21/2021	Spirit of America Management Corp NY	15,750	$1.56M	0.3%	+6.4%	0.002%
7/20/2021	Raymond James Trust N.A.	62,260	$6.15M	0.2%	-11.4%	0.008%
7/20/2021	Alpha Cubed Investments LLC	4,468	$0.44M	0.0%	+6.6%	0.001%
7/20/2021	Old Port Advisors	5,607	$0.58M	0.2%	-19.7%	0.001%
7/19/2021	Minot Wealth Management LLC	4,240	$0.43M	0.1%	+5.9%	0.001%
7/19/2021	Stratos Wealth Partners LTD.	33,286	$3.29M	0.1%	-2.8%	0.004%
7/19/2021	First United Bank Trust	2,043	$0.20M	0.1%	N/A	0.000%
7/17/2021	Brookstone Capital Management	62,123	$6.31M	0.1%	N/A	0.008%
7/17/2021	Lake Street Financial LLC	5,832	$0.58M	0.1%	-1.9%	0.001%
7/17/2021	Eagle Global Advisors LLC	53,434	$5.28M	0.3%	+2.7%	0.007%
7/16/2021	Insight Folios Inc	47,954	$4.73M	2.8%	+2.1%	0.006%
7/16/2021	IFM Investors Pty Ltd	96,971	$9.57M	0.2%	+25.7%	0.013%
7/15/2021	Vaughan Nelson Investment Management L.P.	30,275	$2.99M	0.0%	+9.0%	0.004%
7/15/2021	Pflug Koory LLC	3,873	$0.38M	0.2%	N/A	0.001%
7/14/2021	Marshall Financial Group LLC	2,094	$0.21M	0.1%	N/A	0.000%
7/14/2021	First PREMIER Bank	72,117	$7.12M	2.1%	-0.9%	0.009%
7/14/2021	6 Meridian	57,168	$5.64M	0.4%	+104.0%	0.007%
7/13/2021	Gofen & Glossberg LLC IL	12,243	$1.21M	0.0%	-1.9%	0.002%
7/13/2021	New Mexico Educational Retirement Board	51,260	$5.06M	0.2%	+10.1%	0.007%
7/13/2021	First National Bank of South Miami	8,028	$0.79M	0.5%	+16.3%	0.001%
7/13/2021	Sound Income Strategies LLC	780	$77K	0.0%	-30.1%	0.000%
7/13/2021	Cypress Capital Group	27,861	$2.75M	0.4%	-6.4%	0.004%
7/13/2021	Patten & Patten Inc. TN	78,627	$7.76M	0.6%	+0.3%	0.010%
7/12/2021	State of Alaska Department of Revenue	153,621	$15.17M	0.2%	+4.2%	0.020%
7/12/2021	Gradient Investments LLC	7,137	$0.71M	0.0%	+3.4%	0.001%
7/12/2021	Tandem Investment Advisors Inc.	2,294	$0.23M	0.0%	N/A	0.000%
7/12/2021	Cooper Financial Group	3,921	$0.39M	0.1%	+5.5%	0.001%
7/7/2021	Bath Savings Trust Co	2,593	$0.26M	0.0%	-3.7%	0.000%
7/6/2021	Fulton Bank N.A.	38,655	$3.82M	0.2%	-1.4%	0.005%
7/6/2021	Hodges Capital Management Inc.	8,122	$0.80M	0.1%	+29.2%	0.001%
7/1/2021	Corsicana & Co.	5,856	$0.58M	0.4%	N/A	0.001%
6/23/2021	StoneX Group Inc.	5,921	$0.57M	0.1%	+17.7%	0.001%
6/17/2021	Geneos Wealth Management Inc.	84,903	$8.55M	0.2%	-7.2%	0.011%
6/16/2021	Coldstream Capital Management Inc.	24,839	$2.40M	0.1%	+929.4%	0.003%
6/15/2021	HM Payson & Co.	9,442	$0.91M	0.0%	-10.9%	0.001%
6/10/2021	Lokken Investment Group LLC	2,106	$0.20M	0.2%	N/A	0.000%
6/9/2021	Tompkins Financial Corp	68,495	$6.61M	1.1%	+3.4%	0.009%
6/5/2021	Advisory Services Network LLC	46,061	$4.45M	0.2%	+17.8%	0.006%
6/5/2021	HNP Capital LLC	21,167	$2.04M	0.6%	+3.1%	0.003%
6/4/2021	Lehman & Derafelo Financial Resources LLC	13,276	$1.28M	0.4%	+2.4%	0.002%
6/2/2021	Intrust Bank NA	7,735	$0.75M	0.1%	+33.9%	0.001%
6/1/2021	Advisor Partners LLC	22,620	$2.18M	0.2%	-0.6%	0.003%
5/29/2021	Warren Averett Asset Management LLC	4,820	$0.49M	0.0%	N/A	0.001%
5/29/2021	Rehmann Capital Advisory Group	9,134	$0.88M	0.1%	+2.9%	0.001%
5/28/2021	Columbia Asset Management	22,574	$2.25M	0.4%	+2.9%	0.003%
5/28/2021	Schroder Investment Management Group	201,696	$19.47M	0.0%	+39.8%	0.026%
5/27/2021	Sunbelt Securities Inc.	6,048	$0.58M	0.1%	+14.4%	0.001%
5/27/2021	MBL Wealth LLC	2,983	$0.29M	0.1%	+15.5%	0.000%
5/26/2021	Aspire Private Capital LLC	19,717	$1.90M	0.7%	-12.7%	0.003%
5/26/2021	First Dallas Securities Inc.	15,416	$1.49M	1.3%	-1.4%	0.002%
5/26/2021	MEMBERS Trust Co	5,791	$0.56M	0.0%	-11.0%	0.001%
5/25/2021	Capital Advisors Inc. OK	6,133	$0.59M	0.0%	-8.0%	0.001%
5/25/2021	Regency Capital Management Inc. DE	400	$39K	0.0%	N/A	0.000%
5/24/2021	Sargent Bickham Lagudis LLC	665	$64K	0.0%	-31.6%	0.000%
5/24/2021	Kingsview Wealth Management LLC	23,553	$2.27M	0.1%	-17.8%	0.003%
5/24/2021	Pendal Group Limited	37,553	$3.63M	0.0%	+26.0%	0.005%
5/24/2021	Principal Financial Group Inc.	895,595	$86.45M	0.1%	-4.1%	0.116%
5/22/2021	Tectonic Advisors LLC	2,744	$0.26M	0.1%	N/A	0.000%
5/22/2021	Teachers Retirement System of The State of Kentucky	56,196	$5.43M	0.1%	-8.2%	0.007%
5/21/2021	Childress Capital Advisors LLC	2,739	$0.26M	0.1%	+66.8%	0.000%
5/21/2021	Rollins Financial	8,473	$0.82M	0.4%	+109.7%	0.001%
5/21/2021	Stonnington Group LLC	6,800	$0.69M	0.2%	N/A	0.001%
5/21/2021	Colony Group LLC	71,156	$6.87M	0.1%	+0.2%	0.009%
5/21/2021	Physicians Financial Services Inc.	21,774	$2.10M	0.9%	+6.2%	0.003%
5/21/2021	Beacon Investment Advisory Services Inc.	40,403	$3.90M	0.2%	+13.2%	0.005%
5/20/2021	tru Independence LLC	3,156	$0.31M	0.1%	-32.5%	0.000%
5/20/2021	Advisory Alpha LLC	3,381	$0.33M	0.0%	+44.1%	0.000%
5/20/2021	Axiom Investment Management LLC	2,310	$0.22M	0.1%	N/A	0.000%
5/19/2021	Jeppson Wealth Management LLC	10,903	$1.05M	0.6%	+10.2%	0.001%
5/19/2021	SageGuard Financial Group LLC	122,657	$11.85M	5.5%	-25.6%	0.016%
5/19/2021	Gladstone Institutional Advisory LLC	3,261	$0.32M	0.0%	N/A	0.000%
5/19/2021	Baker Tilly Wealth Management LLC	8,633	$0.83M	0.2%	+21.6%	0.001%
5/19/2021	Clarity Financial LLC	4,116	$0.40M	0.1%	+9.6%	0.001%
5/19/2021	Vectors Research Management LLC	21,266	$2.05M	0.6%	+3.1%	0.003%
5/19/2021	TownSquare Capital LLC	9,726	$0.94M	0.0%	-14.8%	0.001%
5/19/2021	MONECO Advisors LLC	3,210	$0.31M	0.2%	+7.7%	0.000%
5/19/2021	Visionary Wealth Advisors	5,233	$0.51M	0.1%	-3.0%	0.001%
5/19/2021	ARS Wealth Advisors LLC	78,729	$7.60M	1.7%	+1.5%	0.010%
5/19/2021	Colonial River Wealth Management LLC	5,580	$0.54M	0.4%	-2.6%	0.001%
5/19/2021	Squarepoint Ops LLC	236,056	$22.79M	0.1%	-62.4%	0.031%
5/18/2021	Earnest Partners LLC	11,755	$1.14M	0.0%	-12.8%	0.002%
5/18/2021	Oppenheimer Asset Management Inc.	128,726	$12.43M	0.2%	+3.4%	0.017%
5/18/2021	Canada Pension Plan Investment Board	1,734,766	$167.46M	0.2%	+77.4%	0.226%
5/18/2021	Rodgers Brothers Inc.	12,133	$1.17M	0.2%	+15.2%	0.002%
5/18/2021	NorthCoast Asset Management LLC	10,566	$1.02M	0.0%	+305.9%	0.001%

(Data available from 1/1/2016 forward)

This page was last updated on 7/26/2021 by MarketBeat.com Staff

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Duke Energy Institutional Ownership

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

Institutional Buying and Selling by Quarter

Duke Energy (NYSE DUK) Institutional Buying and Selling

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