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Duke Energy (DUK) Institutional Ownership

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$97.71
-1.32 (-1.33%)
(As of 04/26/2024 ET)
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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)
1220
Total
Institutional Inflows
(last 12 months)
$4.03B
Number of
Institutional Sellers
(last 12 months)
992
Total
Institutional Outflows
(last 12 months)
$2.68B
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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
4/27/2024Kellett Wealth Advisors LLC9,796$947K0.7%-5.1%0.001%
4/27/2024Conning Inc.4,768$461K0.0%-3.4%0.001%
4/27/2024Foster Victor Wealth Advisors LLC8,472$807K0.1%+5.4%0.001%
4/26/2024Pinnacle Associates Ltd.30,537$2.95M0.0%+8.1%0.004%
4/26/2024Sterling Investment Counsel LLC3,923$379K0.2%+7.9%0.001%
4/26/2024Securian Asset Management Inc.45,410$4.39M0.1%-6.8%0.006%
4/26/2024Plan Group Financial LLC3,714$359K0.2%N/A0.000%
4/26/2024BLB&B Advisors LLC23,251$2.25M0.1%-2.5%0.003%
4/26/2024UMB Bank n.a.201,621$19.50M0.3%-16.7%0.026%
4/26/2024Advisors Management Group Inc. ADV27,533$2.66M0.7%-3.9%0.004%
4/26/2024MBA Advisors LLC4,474$433K0.2%+7.1%0.001%
4/26/2024LifeSteps Financial Inc.1,209$117K0.1%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC449$43K0.0%-32.4%0.000%
4/26/2024Northwest Bancshares Inc.7,942$768K0.1%+13.5%0.001%
4/26/2024Yousif Capital Management LLC122,067$11.81M0.1%-2.3%0.016%
4/26/2024Schmidt P J Investment Management Inc.10,273$994K0.2%-6.0%0.001%
4/26/2024YHB Investment Advisors Inc.1,737$168K0.0%-19.1%0.000%
4/26/2024ZWJ Investment Counsel Inc.14,043$1.36M0.1%-1.4%0.002%
4/26/2024First National Trust Co18,067$1.75M0.1%-2.8%0.002%
4/26/2024Guardian Investment Management5,449$527K0.4%-4.4%0.001%
4/26/2024Members Trust Co5,009$484K0.0%-2.7%0.001%
4/26/2024SYSTM Wealth Solutions LLC10,997$1.06M0.1%+13.0%0.001%
4/26/2024Sumitomo Life Insurance Co.10,413$1.01M0.0%-4.2%0.001%
4/26/2024First Personal Financial Services15,344$1.48M0.3%+94.7%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.11,866$1.15M0.0%N/A0.002%
4/26/2024Virginia Wealth Management Group Inc.30,972$3.00M2.4%+34.9%0.004%
4/26/2024Verdence Capital Advisors LLC21,433$2.07M0.2%+7.5%0.003%
4/26/2024Checchi Capital Advisers LLC9,329$902K0.1%+6.7%0.001%
4/26/2024Bogart Wealth LLC112,971$10.93M0.6%+2.3%0.015%
4/25/2024Lindbrook Capital LLC2,073$200K0.0%-12.7%0.000%
4/25/2024New York State Teachers Retirement System739,435$71.51M0.1%-2.6%0.096%
4/25/2024Bank of New York Mellon Corp5,240,349$506.79M0.1%-5.1%0.679%
4/25/2024Strategy Asset Managers LLC25,652$2.48M0.5%-2.1%0.003%
4/25/2024Equitable Trust Co.20,697$2.00M0.1%+16.7%0.003%
4/25/2024Schnieders Capital Management LLC29,936$2.90M0.6%-1.0%0.004%
4/25/2024Smith Chas P & Associates PA Cpas5,322$515K0.0%+3.3%0.001%
4/25/2024Advocate Group LLC82,386$7.97M1.6%+16.3%0.011%
4/25/2024Capital Investment Advisory Services LLC77,255$7.47M0.8%-8.9%0.010%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 232,932$22.53M0.1%+13.6%0.030%
4/25/2024L.M. Kohn & Company6,065$587K0.2%+12.1%0.001%
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4/25/2024Benedict Financial Advisors Inc.46,563$4.50M1.1%+1.0%0.006%
4/25/2024Armor Investment Advisors LLC20,702$2.00M1.0%-26.2%0.003%
4/25/2024Eudaimonia Partners LLC3,264$316K0.1%-10.8%0.000%
4/25/2024 Valeo Financial Advisors LLC21,300$2.11M0.1%+14.4%0.003%
4/25/2024Eudaimonia Advisors LLC5,275$510K0.3%-12.3%0.001%
4/25/2024Randolph Co Inc18,144$1.76M0.2%-0.8%0.002%
4/25/2024Argus Investors Counsel Inc.4,338$420K0.3%-20.7%0.001%
4/25/2024 Summit Financial LLC5,633$545K0.0%-9.0%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.284,320$27.50M0.1%-6.6%0.037%
4/24/2024 Private Trust Co. NA14,998$1.45M0.2%+5.6%0.002%
4/24/2024 Leavell Investment Management Inc.39,264$3.80M0.2%-9.0%0.005%
4/24/2024 PSI Advisors LLC6,276$607K0.2%-21.4%0.001%
4/24/2024 Patton Albertson Miller Group LLC5,044$488K0.1%-20.4%0.001%
4/24/2024 Keene & Associates Inc.33,158$3.21M2.4%+2.2%0.004%
4/24/2024 Family Legacy Inc.49,638$4.80M1.7%-0.4%0.006%
4/24/2024 Verity & Verity LLC2,667$243K0.1%N/A0.000%
4/24/2024 CENTRAL TRUST Co51,263$4.96M0.1%-3.8%0.007%
4/24/2024 V Square Quantitative Management LLC6,614$640K0.1%+90.9%0.001%
4/24/2024 1900 Wealth Management LLC2,275$220K0.0%+9.1%0.000%
4/24/2024 Newbridge Financial Services Group Inc.4,140$400K0.2%-42.6%0.001%
4/24/2024 Pinnacle Wealth Management Group Inc.3,721$360K0.3%+15.5%0.000%
4/24/2024 Fulcrum Equity Management3,580$346K0.4%+11.7%0.000%
4/24/2024 Townsend & Associates Inc22,563$2.22M0.3%+0.6%0.003%
4/24/2024 Premier Path Wealth Partners LLC3,107$300K0.1%+4.6%0.000%
4/24/2024 Marino Stram & Associates LLC17,301$1.67M0.4%+1.6%0.002%
4/24/2024 Dakota Wealth Management21,719$2.10M0.1%+21.0%0.003%
4/24/2024 Simplicity Wealth LLC21,646$2.09M0.0%N/A0.003%
4/24/2024 Archford Capital Strategies LLC8,151$788K0.1%-10.0%0.001%
4/24/2024 NBT Bank N A NY5,884$569K0.0%+3.4%0.001%
4/24/2024 Childress Capital Advisors LLC2,965$287K0.1%-14.1%0.000%
4/24/2024 Spire Wealth Management9,107$881K0.0%-6.2%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.4,042$391K0.2%-22.0%0.001%
4/24/2024 Essex Financial Services Inc.13,777$1.33M0.1%+1.5%0.002%
4/24/2024 Bar Harbor Wealth Management4,507$436K0.0%+20.5%0.001%
4/24/2024 West Branch Capital LLC2,031$196K0.1%-25.5%0.000%
4/24/2024 Assenagon Asset Management S.A.882,552$85.35M0.2%+4,163.9%0.114%
4/23/2024 Bell Bank89,206$8.63M0.7%+2.7%0.012%
4/23/2024 Godsey & Gibb Inc.198,367$19.18M2.0%+3.3%0.026%
4/23/2024 Iowa State Bank25,918$2.51M0.6%+3.6%0.003%
4/23/2024 Canal Capital Management LLC67,149$6.49M1.1%+11.0%0.009%
4/23/2024 Precedent Wealth Partners LLC7,544$730K0.3%+13.3%0.001%
4/23/2024 Absher Wealth Management LLC2,615$253K0.0%-7.3%0.000%
4/23/2024 Bfsg LLC10,610$1.03M0.1%+3.0%0.001%
4/23/2024 Eads & Heald Wealth Management2,072$200K0.1%-26.8%0.000%
4/23/2024 Global Retirement Partners LLC25,281$2.45M0.1%+3.9%0.003%
4/23/2024 Cornell Pochily Investment Advisors Inc.17,583$1.70M0.7%-1.0%0.002%
4/23/2024 PFG Private Wealth Management LLC440$43K0.0%-75.9%0.000%
4/23/2024 Louisiana State Employees Retirement System44,900$4.34M0.1%-3.6%0.006%
4/23/2024 Sage Mountain Advisors LLC3,120$302K0.0%-13.2%0.000%
4/23/2024 Hamel Associates Inc.18,647$1.80M0.6%+60.2%0.002%
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4/23/2024 WASHINGTON TRUST Co7,163$693K0.0%-4.9%0.001%
4/23/2024 Venturi Wealth Management LLC1,380$133K0.0%+9.0%0.000%
4/23/2024 Rational Advisors LLC472$46K0.0%+138.4%0.000%
4/23/2024 Community Financial Services Group LLC7,063$683K0.2%N/A0.001%
4/23/2024 Live Oak Private Wealth LLC23,533$2.28M0.4%-2.9%0.003%
4/23/2024 Spectrum Asset Management Inc. NB CA 33,006$3.19M1.4%+4.9%0.004%
4/23/2024 Amalgamated Bank158,899$15.37M0.1%-14.7%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV4,170$403K0.0%-9.5%0.001%
4/23/2024 Gradient Investments LLC1,798$174K0.0%-77.8%0.000%
4/23/2024 New Mexico Educational Retirement Board38,860$3.76M0.1%-3.0%0.005%
(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, 2,073 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.83B), BlackRock Inc. ($5.13B), State Street Corp ($3.81B), Wellington Management Group LLP ($2.21B), Massachusetts Financial Services Co. MA ($1.81B), Geode Capital Management LLC ($1.33B), and Capital Research Global Investors ($1.08B).Learn more on DUK's institutional investors.

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

65.31% 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 1,820 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: Price T Rowe Associates Inc. MD ($6.41M), State Street Corp ($5.79M), Mitsubishi UFJ Trust & Banking Corp ($4.23M), Providence Capital Advisors LLC ($3.51M), Wellington Management Group LLP ($3.11M), Vanguard Group Inc. ($2.93M), and American Century Companies Inc. ($2.40M).

How much institutional buying is happening at Duke Energy?

Institutional investors have bought a total of 98,736,819 shares in the last 24 months. This purchase volume represents approximately $9.82B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,358 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: BlackRock Inc. ($4.97M), Price T Rowe Associates Inc. MD ($4.94M), Wellington Management Group LLP ($4.40M), Massachusetts Financial Services Co. MA ($4.11M), Franklin Resources Inc. ($2.41M), Federated Hermes Inc. ($2.30M), and FMR LLC ($1.96M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 63,397,903 shares in the last 24 months. This volume of shares sold represents approximately $6.26B in transactions.


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This page (NYSE:DUK) was last updated on 4/27/2024 by MarketBeat.com Staff

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