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QQQ   348.40
Stock market today: Markets mostly higher after Biden-McCarthy deal on US debt
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NYSE:DUK

Duke Energy (DUK) Institutional Ownership

$88.70
-0.19 (-0.21%)
(As of 05/26/2023 07:00 PM ET)
Compare
Today's Range
$87.52
▼
$88.82
50-Day Range
$88.70
▼
$99.74
52-Week Range
$83.76
▼
$114.50
Volume
3.07 million shs
Average Volume
2.94 million shs
Market Capitalization
$68.36 billion
P/E Ratio
27.29
Dividend Yield
4.53%
Price Target
$105.60
ProfileAnalyst RatingsChartCompetitorsDividendEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesOptions ChainSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
63.22%
Number of
Institutional Buyers
(last 12 months)
1350
Total
Institutional Inflows
(last 12 months)
$6.77 B
Number of
Institutional Sellers
(last 12 months)
978
Total
Institutional Outflows
(last 12 months)
$4.11 B
Skip Chart & View Institutional Buying and Selling Data

DUK Institutional Buying and Selling by Quarter

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Duke Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2023ProShare Advisors LLC115,874$11.18M0.0%+15.0%0.015%
5/26/2023Cypress Asset Management Inc. TX4,860$0.47M0.2%+15.4%0.001%
5/25/2023Empower Advisory Group LLC970,330$92.27M0.4%N/A0.126%
5/24/2023Verity Asset Management Inc.6,865$0.66M0.4%-3.1%0.001%
5/23/2023Old North State Trust LLC32,944$2.57M1.8%+23.7%0.004%
5/23/2023Toroso Investments LLC11,237$1.08M0.0%-36.7%0.001%
5/23/20233Chopt Investment Partners LLC4,346$0.42M0.2%N/A0.001%
5/23/2023Front Row Advisors LLC6,824$0.66M0.3%-2.8%0.001%
5/22/2023Raleigh Capital Management Inc.30,200$2.91M1.4%+7.2%0.004%
5/22/2023Putnam Investments LLC34,951$3.37M0.0%-7.6%0.005%
5/22/2023Arete Wealth Advisors LLC11,063$1.07M0.1%N/A0.001%
5/22/2023Ameriprise Financial Inc.1,552,383$149.76M0.0%-7.2%0.201%
5/19/2023Trivant Custom Portfolio Group LLC550$53K0.0%N/A0.000%
5/18/2023GSB Wealth Management LLC5,948$0.57M0.2%-40.4%0.001%
5/18/2023HNP Capital LLC26,127$2.52M0.7%-8.9%0.003%
5/18/2023Harvest Portfolios Group Inc.39,907$3.85M0.2%+7.8%0.005%
5/18/2023Centaurus Financial Inc.8,869$0.86M0.1%+43.7%0.001%
5/17/2023B. Riley Wealth Advisors Inc.82,351$7.94M0.2%+19.2%0.011%
5/17/2023Advisory Services Network LLC68,255$6.59M0.2%+7.0%0.009%
5/17/2023Rockefeller Capital Management L.P.120,947$11.67M0.1%-1.6%0.016%
5/17/2023Wagner Wealth Management LLC14,878$1.44M0.7%+3.9%0.002%
5/17/2023Providence Capital Advisors LLC3,538,183$36.68M0.7%+9,639.5%0.459%
5/17/2023Chevy Chase Trust Holdings LLC450,867$43.50M0.2%+0.7%0.059%
5/17/2023Headinvest LLC6,412$0.62M0.1%-3.8%0.001%
5/17/2023Ilmarinen Mutual Pension Insurance Co46,600$4.50M0.1%-41.8%0.006%
5/17/2023Sunbelt Securities Inc.5,137$0.49M0.1%+7.3%0.001%
5/17/2023Thrivent Financial for Lutherans909,001$87.69M0.2%+8.2%0.118%
5/17/2023Physicians Financial Services Inc.19,668$1.90M0.8%-0.9%0.003%
5/16/2023Chilton Capital Management LLC289$28K0.0%N/A0.000%
5/16/2023Mercer Global Advisors Inc. ADV82,676$7.98M0.0%-9.6%0.011%
5/16/2023MidWestOne Financial Group Inc.8,881$0.86M0.2%+3.3%0.001%
5/16/2023Waverly Advisors LLC17,555$1.69M0.1%+9.5%0.002%
5/16/2023M Holdings Securities Inc.12,328$1.19M0.1%+1.0%0.002%
5/16/2023Carolinas Wealth Consulting LLC155,079$2.63M0.6%+1.0%0.020%
5/16/2023Ancora Advisors LLC9,445$0.91M0.0%-14.7%0.001%
5/16/2023Alaethes Wealth LLC3,130$0.30M0.2%+17.6%0.000%
5/16/2023Hudson Bay Capital Management LP47,090$4.54M0.0%-73.8%0.006%
5/16/2023Kayne Anderson Rudnick Investment Management LLC2,872$0.28M0.0%+5.0%0.000%
5/16/2023PCA Investment Advisory Services Inc.3,494$0.34M0.2%N/A0.000%
5/16/2023Wimmer Associates 1 LLC3,207$0.31M0.2%-3.6%0.000%
5/16/2023Doheny Asset Management CA7,986$0.77M0.7%+33.4%0.001%
5/16/2023Cim Investment Management Inc.3,489$0.34M0.1%N/A0.000%
5/16/2023Atlas Capital Advisors LLC954$92K0.0%-32.8%0.000%
5/16/2023Colony Group LLC76,868$7.42M0.1%-1.3%0.010%
5/16/2023Apollon Wealth Management LLC22,114$2.13M0.1%-19.4%0.003%
5/16/2023Chevy Chase Trust Holdings LLC13,770$1.33M0.2%-96.9%0.002%
5/16/2023Segall Bryant & Hamill LLC15,331$1.48M0.0%-8.1%0.002%
5/16/2023Silvercrest Asset Management Group LLC20,843$2.01M0.0%-2.7%0.003%
5/16/2023State Street Corp42,647,570$4.11B0.2%-3.1%5.534%
5/16/2023Stock Yards Bank & Trust Co.37,476$3.62M0.1%+1.3%0.005%
5/16/2023Snowden Capital Advisors LLC69,919$6.75M0.3%+2.5%0.009%
5/16/2023Squarepoint Ops LLC159,317$15.37M0.1%+2,670.2%0.021%
5/16/2023Steward Partners Investment Advisory LLC56,749$5.48M0.1%+3.2%0.007%
5/16/2023Strategic Investment Solutions Inc. IL1,674$0.16M0.0%N/A0.000%
5/16/2023First Manhattan CO. LLC.11,283$1.09M0.0%-5.3%0.001%
5/16/2023First Trust Advisors LP2,219,870$214.15M0.2%+6.0%0.288%
5/16/2023Family Management Corp5,579$0.54M0.1%-11.8%0.001%
5/16/2023Fiduciary Group LLC8,893$0.87M0.1%-2.5%0.001%
5/16/2023First Horizon Advisors Inc.40,579$3.92M0.1%+8.3%0.005%
5/16/2023Front Row Advisors LLC658$68K0.3%-90.6%0.000%
5/16/2023Geode Capital Management LLC14,398,952$1.39B0.2%-0.4%1.868%
5/16/2023GSB Wealth Management LLC5,948$0.57M0.2%-40.4%0.001%
5/16/2023Graham Capital Management L.P.9,127$0.88M0.0%N/A0.001%
5/16/2023Greenland Capital Management LP100,139$9.66M1.1%N/A0.013%
5/16/2023Greenline Partners LLC4,248$0.41M0.1%-8.4%0.001%
5/16/2023Harbour Investments Inc.15,020$1.45M0.1%+7.4%0.002%
5/16/2023HBK Sorce Advisory LLC19,880$2.96M0.0%+27.1%0.003%
5/16/2023AQR Capital Management LLC635,704$61.33M0.1%-4.8%0.082%
5/16/2023Arrowstreet Capital Limited Partnership3,574$0.35M0.0%N/A0.000%
5/16/2023Alberta Investment Management Corp16,300$1.57M0.0%-89.1%0.002%
5/16/2023Azimuth Capital Investment Management LLC36,426$3.51M0.2%+1.3%0.005%
5/16/2023Balyasny Asset Management L.P.14,552$1.40M0.0%N/A0.002%
5/16/2023Beck Mack & Oliver LLC133,308$12.86M0.4%-2.7%0.017%
5/16/2023Brookfield Corp ON 12,381$1.19M0.0%N/A0.002%
5/16/2023Belpointe Asset Management LLC19,405$1.87M0.1%+0.6%0.003%
5/15/2023Schonfeld Strategic Advisors LLC4,171$0.40M0.0%-90.2%0.001%
5/15/2023Meeder Advisory Services Inc.10,132$0.98M0.1%-3.9%0.001%
5/15/2023Lido Advisors LLC30,762$2.97M0.0%+13.6%0.004%
5/15/2023Moneta Group Investment Advisors LLC9,169$0.89M0.0%+33.9%0.001%
5/15/2023Family Legacy Inc.48,728$4.70M2.0%+2.3%0.006%
5/15/2023First Dallas Securities Inc.11,601$1.12M0.7%-2.7%0.002%
5/15/2023Johnson Investment Counsel Inc.38,042$3.67M0.0%+0.7%0.005%
5/15/2023Fiduciary Trust Co.17,703$1.71M0.0%+18.0%0.002%
5/15/2023United Services Automobile Association17,894$1.73M0.1%-39.0%0.002%
5/15/2023Cornerstone Wealth Management LLC6,646$0.64M0.1%N/A0.001%
5/15/2023IHT Wealth Management LLC16,259$1.57M0.1%+2.6%0.002%
5/15/2023Guardian Capital Advisors LP122,977$12.23M1.4%+2.1%0.016%
5/15/2023Marietta Investment Partners LLC6,581$0.64M0.2%-2.5%0.001%
5/15/2023Public Employees Retirement System of Ohio508,465$49.05M0.2%+0.8%0.066%
5/15/2023Peapack Gladstone Financial Corp49,155$4.80M0.1%+1.6%0.006%
5/15/2023Zimmer Partners LP827,927$79.87M1.6%N/A0.107%
5/15/2023Delphia USA Inc.2,888$0.28M0.3%N/A0.000%
5/15/2023Corton Capital Inc.3,557$0.34M0.2%N/A0.000%
5/15/2023Private Capital Management LLC5,614$0.54M0.1%+33.6%0.001%
5/15/2023Gotham Asset Management LLC9,345$0.90M0.0%+55.7%0.001%
5/15/2023Nations Financial Group Inc. IA ADV3,589$0.35M0.0%+8.5%0.000%
5/15/2023Equitable Holdings Inc.16,825$1.62M0.0%+38.8%0.002%
5/15/2023Two Sigma Advisers LP417,600$40.29M0.1%+39.4%0.054%
5/15/2023Two Sigma Investments LP860,421$83.01M0.2%+2,064.4%0.112%
5/15/2023Advisor Partners II LLC24,952$2.41M0.1%+6.0%0.003%
(Data available from 1/1/2016 forward)













DUK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUK shares?

During the previous two years, 2,051 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Aspire Private Capital LLC ($2,362.84B), Vanguard Group Inc. ($6.56B), BlackRock Inc. ($5.72B), State Street Corp ($4.11B), Wellington Management Group LLP ($2.32B), Massachusetts Financial Services Co. MA ($1.87B), and Geode Capital Management LLC ($1.39B).Learn more on DUK's institutional investors.

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

63.22% of Duke Energy stock is owned by institutional investors. Learn more on DUK's institutional investor holdings.

Which institutional investors have been buying Duke Energy stock?

Of the 1,846 institutional investors that purchased Duke Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($7.84M), State Street Corp ($6.45M), Price T Rowe Associates Inc. MD ($6.42M), Mitsubishi UFJ Trust & Banking Corp ($5.95M), Vanguard Group Inc. ($3.65M), Providence Capital Advisors LLC ($3.51M), and American Century Companies Inc. ($2.86M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 120,852,250 shares in the last 24 months. This purchase volume represents approximately $12.33B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,325 institutional investors that sold Duke Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($6.71M), Price T Rowe Associates Inc. MD ($6.50M), Massachusetts Financial Services Co. MA ($5.78M), Wellington Management Group LLP ($5M), Healthcare of Ontario Pension Plan Trust Fund ($4.35M), Capital Research Global Investors ($4.05M), and BlackRock Inc. ($3.73M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 91,744,159 shares in the last 24 months. This volume of shares sold represents approximately $9.30B in transactions.


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This page (NYSE:DUK) was last updated on 5/29/2023 by MarketBeat.com Staff

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