Duke Energy (DUK) Institutional Ownership

$120.50 -0.74 (-0.61%)

As of 02:36 PM Eastern

Current Institutional Ownership Percentage: 65.31%
Number of Institutional Buyers (last 12 months): 1488
Total Institutional Inflows (last 12 months): $19.15B

Number of Institutional Sellers (last 12 months): 955
Total Institutional Outflows (last 12 months): $16.85B

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DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	56,447	$7.15M	0.0%	+3.1%	0.007%
9/9/2026	MCF Advisors LLC	6,762	$856K	0.0%	+7.2%	0.001%
9/9/2026	Archford Capital Strategies LLC	7,979	$1.01M	0.1%	+1.7%	0.001%
9/9/2026	National Pension Service	2,124,004	$268.86M	0.2%	+1.8%	0.272%
9/9/2026	Engineers Gate Manager LP	40,613	$5.14M	0.1%	+125.2%	0.005%
9/9/2026	Cidel Asset Management Inc.	9,227	$1.17M	0.1%	+27.3%	0.001%
9/9/2026	Plimoth Trust Co. LLC	34,152	$4.32M	0.9%	-1.2%	0.004%
9/9/2026	SVB Wealth LLC	42,831	$5.42M	0.3%	-6.5%	0.005%
9/9/2026	Insight Wealth Partners LLC	4,813	$609K	0.1%	N/A	0.001%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	4,788	$606K	0.0%	+9.6%	0.001%
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9/9/2026	NorthRock Partners LLC	5,504	$697K	0.0%	-7.0%	0.001%
9/9/2026	Integrated Wealth Concepts LLC	47,241	$5.98M	0.0%	+45.5%	0.006%
9/9/2026	RFG Advisory LLC	11,978	$1.52M	0.0%	+3.4%	0.002%
9/9/2026	NewEdge Advisors LLC	230,694	$29.20M	0.1%	-7.5%	0.030%
9/9/2026	IFP Advisors Inc	41,174	$5.21M	0.1%	-2.3%	0.005%
9/9/2026	Baird Financial Group Inc.	753,875	$95.43M	0.1%	+6.7%	0.097%
9/9/2026	Beacon Investment Advisory Services Inc.	60,170	$7.62M	0.3%	-0.8%	0.008%
9/9/2026	Stableford Capital II LLC	9,149	$1.16M	0.4%	+6.6%	0.001%
9/9/2026	XY Planning Network Inc.	6,905	$874K	0.1%	+6.1%	0.001%
9/9/2026	BayBridge Capital Group LLC	4,537	$574K	0.3%	+64.9%	0.001%
9/8/2026	CORDA Investment Management LLC.	24,168	$3.06M	0.2%	N/A	0.003%
9/8/2026	Allworth Financial LP	179,929	$22.78M	0.1%	-1.5%	0.023%
9/8/2026	Arizona State Retirement System	215,940	$27.33M	0.1%	+1.3%	0.028%
9/8/2026	Waverly Advisors LLC	126,743	$16.04M	0.1%	+15.2%	0.016%
9/8/2026	Bank OZK	9,041	$1.14M	0.4%	-18.1%	0.001%
9/8/2026	Empirical Finance LLC	31,163	$3.95M	0.2%	+3.0%	0.004%
9/8/2026	Nykredit A S	135,138	$17.11M	0.1%	N/A	0.017%
8/27/2026	Corient Private Wealth LP	303,446	$38.41M	0.1%	+2.3%	0.039%
8/26/2026	HORAN Wealth LLC	7,531	$953K	0.1%	+4.0%	0.001%
8/26/2026	Schulz Wealth LTD.	2,505	$317K	0.2%	N/A	0.000%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	700,405	$88.66M	0.5%	N/A	0.090%
8/24/2026	California State Teachers Retirement System	114,736,922	$14.52B	0.0%	+12,624.6%	14.716%
8/23/2026	Washington Trust Advisors Inc.	2,121	$268K	0.0%	+8.3%	0.000%
8/23/2026	Ameritas Advisory Services LLC	21,860	$2.77M	0.1%	+58.8%	0.003%
8/23/2026	Guardian Wealth Advisors LLC NC	9,606	$1.22M	0.1%	+18.9%	0.001%
8/23/2026	Wedmont Private Capital	17,219	$2.16M	0.1%	+6.3%	0.002%
8/23/2026	Kintra Wealth LLC	5,803	$722K	0.0%	+78.7%	0.001%
8/23/2026	POM Investment Strategies LLC	849	$107K	0.1%	-66.3%	0.000%
8/23/2026	Widmann Financial Services Inc.	11,249	$1.42M	0.8%	-1.3%	0.001%
8/23/2026	Beaird Harris Wealth Management LLC	1,302	$165K	0.0%	+88.7%	0.000%
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8/23/2026	HB Wealth Management LLC	88,049	$11.15M	0.1%	+6.3%	0.011%
8/23/2026	Gibson Wealth Advisors LLC	13,000	$1.65M	1.0%	-13.3%	0.002%
8/23/2026	Nilsine Partners LLC	8,536	$1.08M	0.1%	+9.8%	0.001%
8/23/2026	Saudi Central Bank	54,475	$6.90M	0.1%	+89.8%	0.007%
8/23/2026	Angeles Wealth Management LLC	7,617	$964K	0.0%	+1.1%	0.001%
8/23/2026	Azimuth Capital Investment Management LLC	96,334	$12.19M	0.4%	+0.4%	0.012%
8/22/2026	Compass Financial Management LLC	16,907	$2.14M	0.2%	N/A	0.002%
8/22/2026	NBH Bank	4,746	$601K	0.3%	N/A	0.001%
8/22/2026	AlphaGrep UK Ltd	2,862	$362K	0.1%	N/A	0.000%
8/22/2026	Shah Wealth Advisors LLC	3,367	$426K	0.1%	N/A	0.000%
8/22/2026	William John Sempolinski	2,020	$256K	0.1%	N/A	0.000%
8/22/2026	Markowski Investments	26,866	$3.40M	0.7%	N/A	0.003%
8/22/2026	Old Mission Investment Co LLC	1,717	$217K	0.0%	N/A	0.000%
8/22/2026	Hopwood Nicholas Hunter	1,690	$214K	0.1%	N/A	0.000%
8/22/2026	Odyssean LLC	23,788	$3.01M	0.5%	+109.1%	0.003%
8/22/2026	Investor s Fiduciary Advisor Network LLC	2,453	$310K	0.1%	-5.5%	0.000%
8/22/2026	Tudor Financial Inc.	5,276	$668K	0.3%	+15.1%	0.001%
8/22/2026	LifePlan Investment Advisors Inc.	3,710	$470K	0.2%	+46.6%	0.000%
8/22/2026	Sapient Capital LLC	5,790	$733K	0.0%	-37.4%	0.001%
8/22/2026	Syon Capital LLC	12,526	$1.59M	0.1%	+18.7%	0.002%
8/22/2026	denkapparat Operations GmbH	3,354	$425K	0.1%	N/A	0.000%
8/22/2026	TD Waterhouse Canada Inc.	25,694	$3.23M	0.0%	-4.1%	0.003%
8/22/2026	Barlow Wealth Partners LLC	3,438	$436K	0.0%	N/A	0.000%
8/22/2026	Concurrent Investment Advisors LLC	113,610	$14.38M	0.1%	+64.9%	0.015%
8/22/2026	NEOS Investment Management LLC	126,358	$15.99M	0.1%	+13.7%	0.016%
8/21/2026	AXQ Capital LP	1,764	$223K	0.0%	-93.2%	0.000%
8/21/2026	Alley Investment Management Company LLC	84,809	$10.74M	1.3%	-2.7%	0.011%
8/21/2026	Beacon Capital Management LLC	4,555	$577K	0.1%	+6.4%	0.001%
8/21/2026	Continuum Advisory LLC	6,445	$816K	0.1%	-43.1%	0.001%
8/21/2026	Nykredit A S	135,138	$17.11M	0.1%	N/A	0.017%
8/21/2026	InTrack Investment Management Inc	16,012	$2.03M	1.0%	+4.7%	0.002%
8/21/2026	B. Metzler seel. Sohn & Co. AG	18,471	$2.34M	0.0%	+15.1%	0.002%
8/21/2026	XML Financial LLC	5,002	$633K	0.0%	-4.4%	0.001%
8/21/2026	Beacon Financial Advisory LLC	1,847	$234K	0.0%	+17.6%	0.000%
8/21/2026	Symphony Financial Ltd. Co.	18,393	$2.36M	0.3%	+12.0%	0.002%
8/21/2026	Secure Asset Management LLC	3,414	$432K	0.1%	-11.0%	0.000%
8/21/2026	Chesapeake Wealth Management	3,017	$382K	0.1%	+52.6%	0.000%
8/21/2026	Bedel Financial Consulting Inc.	4,834	$612K	0.1%	+5.8%	0.001%
8/21/2026	Keeler Thomas Management LLC	15,972	$2.02M	0.7%	-2.0%	0.002%
8/21/2026	Legacy Financial Advisors Inc.	7,567	$958K	0.1%	+2.4%	0.001%
8/20/2026	First PREMIER Bank	58,451	$7.40M	1.1%	-0.9%	0.007%
8/20/2026	Proficio Capital Partners LLC	2,698	$341K	0.0%	N/A	0.000%
8/20/2026	Community Bank & Trust Waco Texas	20,369	$2.58M	0.5%	-2.2%	0.003%
8/20/2026	Nwam LLC	9,359	$1.19M	0.1%	+94.5%	0.001%
8/20/2026	Gill Capital Partners LLC	309	$39K	0.0%	+128.9%	0.000%
8/20/2026	Covington Investment Advisors Inc.	42,944	$5.44M	0.7%	+1.4%	0.006%
8/20/2026	Strategic Advisors LLC	9,475	$1.20M	0.2%	-86.0%	0.001%
8/20/2026	M Holdings Securities Inc.	29,877	$3.77M	0.5%	+0.8%	0.004%
8/20/2026	Camelot Portfolios LLC	6,473	$819K	0.5%	N/A	0.001%
8/20/2026	Ancora Advisors LLC	7,280	$922K	0.0%	-17.2%	0.001%
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8/20/2026	Wedbush Securities Inc.	17,818	$2.26M	0.1%	-7.7%	0.002%
8/20/2026	Cullinan Associates Inc.	36,953	$4.68M	0.4%	+20.4%	0.005%
8/20/2026	Greenleaf Trust	20,685	$2.62M	0.0%	+2.0%	0.003%
8/19/2026	New Mexico Educational Retirement Board	38,760	$4.91M	0.1%	+7.8%	0.005%
8/19/2026	Mufg Securities Americas Inc.	23,480	$2.97M	0.2%	+9.1%	0.003%
8/19/2026	Ferguson Wellman Capital Management Inc.	4,695	$594K	0.0%	+22.1%	0.001%
8/19/2026	Field & Main Bank	9,308	$1.18M	0.2%	N/A	0.001%
8/19/2026	Wellington Management Group LLP	6,243,806	$790.34M	0.1%	-5.6%	0.801%
8/18/2026	Dearborn Partners LLC	9,081	$1.15M	0.1%	N/A	0.001%
8/18/2026	Public Employees Retirement System of Ohio	321,560	$40.70M	0.1%	N/A	0.041%

DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,527 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were California State Teachers Retirement System ($14.52B), 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), and Franklin Resources Inc. ($965.45M).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 2,210 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: California State Teachers Retirement System ($113.85M), 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), and Bank of New York Mellon Corp ($4.78M).

Institutional investors have bought a total of 152,157,854 shares in the last 24 months. This purchase volume represents approximately $19.15B in transactions.

Of the 955 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 134,819,088 shares in the last 24 months. This volume of shares sold represents approximately $16.85B in transactions.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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Duke Energy (DUK) Institutional Ownership

DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

DUK Institutional Ownership - Frequently Asked Questions

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Duke Energy (DUK) Institutional Ownership

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

DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

DUK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUK shares?

What percentage of Duke Energy's stock is owned by institutional investors?

Which institutional investors have been buying Duke Energy's stock?

How much institutional buying is happening at Duke Energy?

Which of Duke Energy's major shareholders have been selling company stock?

How much institutional selling is happening at Duke Energy?

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