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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$126.29 -2.79 (-2.16%)
Closing price 07/30/2026 03:59 PM Eastern
Extended Trading
$126.50 +0.21 (+0.16%)
As of 07:13 AM 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)
1599
Total
Institutional Inflows
(last 12 months)
$6.53B
Number of
Institutional Sellers
(last 12 months)
1037
Total
Institutional Outflows
(last 12 months)
$17.45B
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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
7/21/2026 Merit Financial Group LLC70,388$8.91M0.0%+15.7%0.009%
7/18/2026 Intergy Private Wealth LLC2,858$362K0.1%+16.1%0.000%
7/18/2026 Diversified Trust Co.12,644$1.60M0.0%+3.8%0.002%
7/18/2026 Cary Street Partners Financial LLC46,487$5.88M0.1%+14.9%0.006%
7/18/2026 Rosenberg Matthew Hamilton3,100$392K0.1%+15.4%0.000%
7/18/2026 Advocate Group LLC78,306$9.91M1.5%+2.3%0.010%
7/18/2026 GRIMES & Co WEALTH MANAGEMENT LLC10,521$1.33M0.0%+8.4%0.001%
7/18/2026 Fort Washington Investment Advisors Inc. OH540,109$68.37M0.3%+10.2%0.069%
7/18/2026 Heartwood Wealth Advisors LLC2,641$334K0.0%-12.6%0.000%
7/18/2026 Liberty Capital Management Inc.1,964$249K0.0%N/A0.000%
7/18/2026 Advantage Trust Co1,029$130K0.0%+157.9%0.000%
7/18/2026 Merit Financial Group LLC70,388$8.91M0.1%+15.7%0.009%
7/17/2026 Madrona Financial Services LLC1,736$220K0.0%N/A0.000%
7/17/2026 Farther Finance Advisors LLC76,905$9.74M0.1%+25.1%0.010%
7/17/2026 LifeSteps Financial Inc.1,100$139K0.1%N/A0.000%
7/17/2026 Ballentine Partners LLC14,134$1.79M0.0%+32.7%0.002%
7/17/2026 InTrack Investment Management Inc16,012$2.03M1.0%+4.7%0.002%
7/17/2026 Fifth Third Wealth Advisors LLC38,670$4.90M0.1%-1.8%0.005%
7/17/2026 Camelot Portfolios LLC6,473$819K0.6%N/A0.001%
7/17/2026 Winthrop Advisory Group LLC2,613$331K0.0%+16.5%0.000%
7/17/2026 HM Payson & Co.7,469$945K0.0%-6.5%0.001%
7/17/2026 Cary Street Partners Investment Advisory LLC3,523$446K0.1%+6.5%0.000%
7/17/2026 Archford Capital Strategies LLC7,979$1.01M0.1%+1.7%0.001%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,240,257$156.99M0.8%-10.2%0.159%
7/17/2026 Asio Capital LLC28,229$3.57M0.5%-5.7%0.004%
7/17/2026 Old North State Wealth Management LLC30,519$3.87M1.7%+3.0%0.004%
7/17/2026 River Road Asset Management LLC47,430$6.00M0.1%+14.1%0.006%
7/17/2026 Cidel Asset Management Inc.9,227$1.17M0.1%+27.3%0.001%
7/17/2026 Sequoia Financial Advisors LLC56,447$7.15M0.0%+3.1%0.007%
7/17/2026 Laurel Wealth Advisors LLC163,580$20.71M2.0%-0.1%0.021%
7/17/2026 Alhambra Investment Management LLC1,719$218K0.1%-20.4%0.000%
7/17/2026 Radnor Capital Management LLC5,926$750K0.1%+28.1%0.001%
7/17/2026 Hennessy Advisors Inc.89,187$11.29M0.4%-6.0%0.011%
7/17/2026 Segment Wealth Management LLC11,622$1.47M0.1%+7.0%0.001%
7/17/2026 Second Half Financial Partners LLC1,901$241K0.1%+5.7%0.000%
7/17/2026 Reyes Financial Architecture Inc.2,137$270K0.2%-4.6%0.000%
7/17/2026 Strategic Planning Group LLC48,333$6.12M0.7%+5.5%0.006%
7/17/2026 Richards Merrill & Peterson Inc.1,216$154K0.0%-14.8%0.000%
7/17/2026 Crossmark Global Holdings Inc.56,438$7.14M0.1%+20.4%0.007%
7/17/2026 Brandywine Oak Private Wealth LLC3,411$432K0.0%-6.5%0.000%
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7/16/2026 Cornerstone Management Inc.2,196$278K0.0%-6.4%0.000%
7/16/2026 Patriot Financial Group Insurance Agency LLC10,020$1.27M0.1%-48.0%0.001%
7/16/2026 Beacon Financial Group34,449$4.36M0.4%-4.0%0.004%
7/16/2026 PFG Advisors4,135$523K0.0%-8.0%0.001%
7/16/2026 Hengehold Capital Management LLC8,069$1.02M0.1%+8.4%0.001%
7/16/2026 Certified Advisory Corp20,048$2.54M0.2%-3.3%0.003%
7/16/2026 ARS Wealth Advisors Group LLC147,127$18.62M1.5%-0.6%0.019%
7/16/2026 HBW Advisory Services LLC2,046$259K0.0%N/A0.000%
7/16/2026 Union Bancaire Privee UBP SA123,711$15.66M0.2%+84.4%0.016%
7/16/2026 Ipswich Investment Management Co. Inc.16,063$2.03M0.4%-4.1%0.002%
7/16/2026 Jamison Private Wealth Management Inc.54,470$6.90M0.7%+1.7%0.007%
7/16/2026 Courier Capital LLC16,917$2.14M0.1%-1.0%0.002%
7/16/2026 Dougherty & Associates LLC19,358$2.45M2.0%+2.1%0.002%
7/16/2026 Relyea Zuckerberg Hanson LLC4,117$521K0.0%+2.8%0.001%
7/16/2026 Aaron Wealth Advisors LLC12,793$1.62M0.1%+23.7%0.002%
7/16/2026 MBL Wealth LLC12,184$1.54M0.1%+2.2%0.002%
7/16/2026 City National Bank of Florida MSD8,271$1.05M0.4%+25.3%0.001%
7/16/2026 Bell Bank82,648$10.46M0.4%+3.7%0.011%
7/16/2026 Prospera Financial Services Inc63,028$7.98M0.1%+9.3%0.008%
7/16/2026 First PREMIER Bank58,451$7.40M1.2%-0.9%0.007%
7/16/2026 Syntegra Private Wealth Group LLC2,511$318K0.0%-15.5%0.000%
7/16/2026 Canada Post Corp Registered Pension Plan62,445$7.90M0.3%-0.8%0.008%
7/16/2026 Independent Financial Group LLC11,565$1.46M0.0%+25.0%0.001%
7/16/2026 Cohen Klingenstein LLC16,200$2.05M0.1%N/A0.002%
7/16/2026 Benin Management CORP2,918$369K0.1%-3.8%0.000%
7/16/2026 Hartford Investment Management Co.43,058$5.45M0.2%-2.8%0.006%
7/15/2026 First Merchants Corp3,559$450K0.0%-13.8%0.000%
7/15/2026 Tompkins Financial Corp80,865$10.24M0.7%-1.1%0.010%
7/15/2026 Park National Corp OH13,483$1.71M0.0%-2.6%0.002%
7/15/2026 Secure Asset Management LLC3,414$432K0.1%-11.0%0.000%
7/15/2026 Cliftonlarsonallen Wealth Advisors LLC16,596$2.10M0.0%+9.0%0.002%
7/15/2026 Capital Investment Counsel LLC47,824$6.05M0.7%+1.6%0.006%
7/15/2026 Keudell Morrison Wealth Management6,201$785K0.1%-2.4%0.001%
7/15/2026 FSM Wealth Advisors LLC1,677$212K0.0%-9.5%0.000%
7/15/2026 Spire Wealth Management3,609$457K0.0%+5.5%0.000%
7/15/2026 Tectonic Advisors LLC95,497$12.09M0.6%+7.1%0.012%
7/15/2026 Approach Retirement Advisors LLC3,369$426K0.3%+6.0%0.000%
7/15/2026 Brookstone Capital Management38,750$4.91M0.0%-66.3%0.005%
7/15/2026 Wealth Enhancement Advisory Services LLC665,748$84.27M0.1%+11.4%0.085%
7/15/2026 Walker Financial Services Inc.2,076$263K0.1%N/A0.000%
7/15/2026 Salem Investment Counselors Inc.32,050$4.06M0.1%+2.1%0.004%
7/15/2026 Signature Estate & Investment Advisors LLC3,868$490K0.0%+2.6%0.000%
7/15/2026 BayBridge Capital Group LLC4,537$574K0.3%+64.9%0.001%
7/15/2026 Plancorp LLC2,065$262K0.0%+16.3%0.000%
7/15/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,120$3.69M0.1%+8.0%0.004%
7/15/2026 Burney Co.5,229$662K0.0%+108.3%0.001%
7/15/2026 Comprehensive Financial Consultants Institutional Inc.11,547$1.46M0.4%+13.2%0.001%
7/15/2026 Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.501$63K0.2%-65.4%0.000%
7/15/2026 Accurate Wealth Management LLC5,772$724K0.1%+10.4%0.001%
7/15/2026 XY Planning Network Inc.6,905$874K0.1%+6.1%0.001%
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7/15/2026 QRG Capital Management Inc.180,200$22.81M0.2%+7.9%0.023%
7/15/2026 B. Riley Wealth Advisors Inc.10,151$1.30M0.1%+5.4%0.001%
7/15/2026 Triangle Securities Wealth Management28,821$3.65M0.7%-0.6%0.004%
7/15/2026 Octavia Wealth Advisors LLC3,910$495K0.0%-28.5%0.001%
7/15/2026 Curbstone Financial Management Corp3,522$446K0.1%+6.0%0.000%
7/14/2026 Barlow Wealth Partners LLC3,438$436K0.0%N/A0.000%
7/14/2026 YHB Investment Advisors Inc.2,357$298K0.0%N/A0.000%
7/14/2026 Family Legacy Financial Solutions LLC1,232$156K0.1%-31.1%0.000%
7/14/2026 Portside Wealth Group LLC13,911$1.76M0.2%+6.4%0.002%
7/14/2026 Smith Thornton Advisors LLC7,000$888K0.4%+3.5%0.001%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,534 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 2,216 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. ($2.63M).

Institutional investors have bought a total of 54,305,779 shares in the last 24 months. This purchase volume represents approximately $6.53B in transactions.

Of the 1,034 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 139,899,916 shares in the last 24 months. This volume of shares sold represents approximately $17.45B in transactions.


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This page (NYSE:DUK) was last updated on 7/31/2026 by MarketBeat.com Staff.
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