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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$129.14 +0.55 (+0.43%)
Closing price 03:59 PM Eastern
Extended Trading
$128.12 -1.02 (-0.79%)
As of 05:59 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)
1376
Total
Institutional Inflows
(last 12 months)
$4.21B
Number of
Institutional Sellers
(last 12 months)
896
Total
Institutional Outflows
(last 12 months)
$10.27B
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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
11/13/2026State Board of Administration of Florida Retirement System710,235$80.97M0.1%+7.9%0.091%
11/13/2026Insigneo Advisory Services LLC10,673$1.22M0.1%+3.7%0.001%
11/13/2026Southeast Asset Advisors LLC6,661$759K0.1%+35.9%0.001%
11/13/2026Mosaic Family Wealth Partners LLC5,682$648K0.0%+7.2%0.001%
11/13/2026Wealth Alliance LLC18,314$2.09M0.2%-0.7%0.002%
11/13/2026Trivium Point Advisory LLC4,891$558K0.1%-10.9%0.001%
11/13/2026Te Ahumairangi Investment Management Ltd37,990$4.33M0.6%+18.1%0.005%
11/13/2026Xcelsior Advisor Partners LLC9,432$1.08M0.1%+185.9%0.001%
11/13/2026Bleakley Financial Group LLC38,089$4.34M0.0%+17.8%0.005%
11/13/2026Essex Financial Services Inc.15,392$1.76M0.1%-1.7%0.002%
11/13/2026Novare Capital Management LLC13,240$1.51M0.1%+3.3%0.002%
11/13/2026Edgar Lomax Co. VA341,181$38.90M2.9%-1.1%0.044%
11/13/2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2,273$259K0.2%-34.3%0.000%
11/13/2026Ingalls & Snyder LLC8,365$954K0.0%-5.6%0.001%
11/13/2026N.F.U. MUTUAL UNIT MANAGERS Ltd7,550$861K0.2%N/A0.001%
11/13/2026BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp101,308$11.55M0.1%-13.2%0.013%
11/12/2026Meeder Advisory Services Inc.16,848$1.92M0.1%-12.7%0.002%
11/12/2026Benjamin Edwards Inc.81,618$9.31M0.1%+1.1%0.010%
11/12/2026CacheTech Inc.12,107$1.38M0.2%+45.6%0.002%
11/12/2026DiPaolo Financial Group Inc.1,091$124K0.1%N/A0.000%
11/12/2026First Trust Advisors LP2,226,849$253.88M0.1%+12.4%0.286%
11/12/2026Hexagon Capital Partners LLC9,205$1.05M0.2%-18.5%0.001%
11/12/2026Texas Yale Capital Corp.43,474$4.96M0.1%+10.0%0.006%
11/12/2026Resona Asset Management Co. Ltd.297,929$33.98M0.2%-1.0%0.038%
11/12/2026E Fund Management Hong Kong Co. Ltd.632$72K0.0%+168.9%0.000%
11/12/2026Kayne Anderson Capital Advisors LP21,237$2.42M0.0%N/A0.003%
11/12/2026TIAA CREF Individual & Institutional Services LLC36,930$4.21M0.0%+5.2%0.005%
11/12/2026FCA Corp TX10,864$1.24M0.3%+3.6%0.001%
11/11/2026 Advisors Asset Management Inc.45,581$5.20M0.0%N/A0.006%
11/11/2026 GW&K Investment Management LLC613$70K0.0%-30.7%0.000%
11/11/2026 Private Wealth Asset Management LLC10,159$1.16M0.1%+907.8%0.001%
11/11/2026 USS Investment Management Ltd115,527$13.17M0.1%-2.2%0.015%
11/11/2026 Westpac Banking Corp18,843$2.15M0.1%+0.9%0.002%
11/11/2026 one8zero8 LLC43,001$4.90M0.9%-0.7%0.006%
11/11/2026 WealthTrust Axiom LLC13,317$1.52M0.3%-5.9%0.002%
11/11/2026 Private Advisor Group LLC103,324$11.78M0.0%+37.2%0.013%
11/11/2026 Taylor Hoffman Capital Management LLC9,016$1.03M0.3%-12.1%0.001%
11/11/2026 Hartford Funds Management Co LLC5,807$662K0.1%-56.0%0.001%
11/11/2026 Ieq Capital LLC25,720$2.93M0.0%+21.7%0.003%
11/11/2026 Focus Advisor Solutions LLC9,028$1.03M0.0%-26.6%0.001%
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11/11/2026 Colonial Trust Co SC57,515$6.56M0.8%-0.7%0.007%
11/11/2026 Checchi Capital Advisers LLC8,005$913K0.0%-9.7%0.001%
11/11/2026 Aegis Wealth Management LLC4,776$545K0.3%-9.1%0.001%
11/11/2026 Independent Advisor Alliance123,258$14.22M0.3%-0.1%0.016%
11/10/2026 Frisch Financial Group Inc.3,482$397K0.1%+35.2%0.000%
11/10/2026 OneAscent Financial Services LLC2,885$329K0.0%-61.5%0.000%
11/10/2026 OneAscent Family Office LLC3,766$429K0.2%+37.8%0.000%
11/10/2026 Composition Wealth LLC4,614$526K0.0%+18.8%0.001%
11/10/2026 Z3 Capital Partners LLC3,138$358K0.1%+5.3%0.000%
11/10/2026 Trustmark Bank Trust Department24,345$2.78M0.2%-5.7%0.003%
11/10/2026 Voya Investment Management LLC1,363,003$155.13M0.1%-5.0%0.175%
11/10/2026 Bogart Wealth LLC130,292$14.86M0.5%+3.5%0.017%
11/10/2026 Public Sector Pension Investment Board221,617$26.23M0.1%-0.4%0.028%
11/10/2026 BCGM Wealth Management LLC4,249$484K0.1%-24.4%0.001%
11/10/2026 South Dakota Investment Council122,962$14.02M0.2%-1.0%0.016%
11/10/2026 Rothschild Investment LLC34,941$3.98M0.1%-3.5%0.004%
11/10/2026 Cibc World Market Inc.62,619$7.14M0.0%+47.7%0.008%
11/10/2026 Cullen Capital Management LLC1,900,098$216.63M2.2%-1.7%0.244%
11/10/2026 Edgestream Partners L.P.84,047$9.58M0.3%N/A0.011%
11/10/2026 Banco Santander S.A.17,860$2.04M0.0%+6.9%0.002%
11/10/2026 First Financial Bankshares Inc1,799$205K0.0%-10.7%0.000%
11/10/2026 HighTower Advisors LLC663,850$75.69M0.1%-7.6%0.085%
11/10/2026 Warner Group LLC3,118$355K0.1%N/A0.000%
11/10/2026 BCS Private Wealth Management Inc.9,699$1.11M0.3%+9.0%0.001%
11/10/2026 First National Bank & Trust Co. of Newtown4,958$565K0.1%-3.4%0.001%
11/10/2026 Hall Capital Management Co. Inc.27,527$3.14M0.9%+3.6%0.004%
11/10/2026 Boyar Asset Management Inc.1,769$202K0.1%N/A0.000%
11/10/2026 Texas Capital Bank Wealth Management Services Inc8,696$991K0.1%-2.4%0.001%
11/9/2026 Intech Investment Management LLC136,500$15.56M0.2%-22.3%0.018%
11/9/2026 Cardiff Park Advisors LLC2,302$262K0.0%N/A0.000%
11/9/2026 Silver Oak Securities Incorporated16,048$1.83M0.1%+7.2%0.002%
11/9/2026 White Pine Capital LLC4,929$562K0.1%N/A0.001%
11/9/2026 West Family Investments Inc.7,261$828K0.2%+1.3%0.001%
11/9/2026 Bessemer Group Inc.908,469$103.58M0.1%-0.4%0.117%
11/9/2026 Hantz Financial Services Inc.3,677$419K0.0%-37.5%0.000%
11/9/2026 Meramec Financial Planners LLC2,572$293K0.1%+19.8%0.000%
11/9/2026 Harbour Investments Inc.56,037$6.39M0.1%-28.8%0.007%
11/9/2026 HFR Wealth Management LLC91,771$10.46M2.7%-2.3%0.012%
11/9/2026 IFG Advisory LLC51,995$5.93M0.2%+8.9%0.007%
11/9/2026 Croban9,228$1.05M0.5%+3.8%0.001%
11/9/2026 Optas LLC4,248$484K0.1%-16.5%0.001%
11/9/2026 AlTi Global Inc.2,363$269K0.0%-10.3%0.000%
11/9/2026 Migdal Insurance & Financial Holdings Ltd.282$32K0.0%+81.9%0.000%
11/9/2026 Danske Bank A S12,687$1.45M0.0%+5.0%0.002%
11/9/2026 Drive Wealth Management LLC3,986$454K0.1%+18.3%0.001%
11/7/2026 MSH Capital Advisors LLC14,117$1.61M0.2%-1.0%0.002%
11/7/2026 Cornerstone Advisory LLC6,689$763K0.1%+3.9%0.001%
11/7/2026 Diversified Trust Co11,753$1.34M0.0%-7.0%0.002%
11/7/2026 Hamel Associates Inc.33,239$3.79M1.0%+3.8%0.004%
11/6/2026 Aberdeen Group plc295,098$33.64M0.0%+1.6%0.038%
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11/6/2026 Carson Advisory Inc.30,322$3.46M1.6%-0.9%0.004%
11/6/2026 ProVise Management Group LLC47,267$5.39M0.4%-11.1%0.006%
11/6/2026 Moors & Cabot Inc.51,016$5.82M0.2%-1.5%0.007%
11/6/2026 Valmark Advisers Inc.12,505$1.43M0.0%+18.7%0.002%
11/6/2026 Carl P. Sherr & Co. LLC2,519$287K0.1%-3.5%0.000%
11/6/2026 Money Concepts Capital Corp62,523$7.13M0.3%+5.4%0.008%
11/6/2026 Allworth Financial LP183,458$23.22M0.1%+2.0%0.024%
11/6/2026 Fisher Asset Management LLC7,569$863K0.0%+2.0%0.001%
11/6/2026 Good Steward Wealth Advisors LLC1,950$222K0.1%-22.3%0.000%
11/6/2026 SVB Wealth LLC40,484$4.62M0.3%-5.5%0.005%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,545 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 2,218 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 ($17.61M), GQG Partners LLC ($10.19M), Vanguard Group Inc. ($6.15M), Nuveen LLC ($5.76M), Bank of New York Mellon Corp ($4.78M), Janus Henderson Group PLC ($2.69M), and Assenagon Asset Management S.A. ($2.56M).

Institutional investors have bought a total of 34,345,046 shares in the last 24 months. This purchase volume represents approximately $4.21B in transactions.

Of the 879 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: Lazard Asset Management LLC ($32.42M), Barclays PLC ($11.78M), The Manufacturers Life Insurance Company ($6.34M), Macquarie Group Ltd. ($5.73M), Conning Inc. ($5.72M), Assenagon Asset Management S.A. ($1.28M), and Bank of New York Mellon Corp ($1.19M).

Institutional investors have sold a total of 81,762,313 shares in the last 24 months. This volume of shares sold represents approximately $10.27B in transactions.


Related Companies

Institutional ownership data for NYSE:DUK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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