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Duke Energy (DUK) Institutional Ownership

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$114.12 +0.72 (+0.63%)
Closing price 03:59 PM Eastern
Extended Trading
$114.57 +0.44 (+0.39%)
As of 05:21 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)
1489
Total
Institutional Inflows
(last 12 months)
$4.72B
Number of
Institutional Sellers
(last 12 months)
957
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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.180,200$22.81M0.2%+7.9%0.023%
9/23/2026Envestnet Portfolio Solutions Inc.202,714$25.66M0.1%-3.7%0.026%
9/22/2026Andra AP fonden44,200$5.60M0.1%+41.2%0.006%
9/18/2026Security National Bank of Sioux City Iowa IA1,199$152K0.1%N/A0.000%
9/17/2026Wellington Altus USA Inc.470$62K0.0%-32.8%0.000%
9/15/2026Anchor Investment Management LLC82,510$10.44M0.8%-0.5%0.011%
9/11/2026Smith Chas P & Associates PA Cpas4,625$585K0.0%-2.0%0.001%
9/9/2026Miramontes Capital LLC6,754$855K0.3%-1.8%0.001%
9/9/2026Core Capital Management & Research inc.7,146$857K0.4%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC56,447$7.15M0.0%+3.1%0.007%
9/9/2026MCF Advisors LLC6,762$856K0.0%+7.2%0.001%
9/9/2026Archford Capital Strategies LLC7,979$1.01M0.1%+1.7%0.001%
9/9/2026National Pension Service2,124,004$268.86M0.2%+1.8%0.272%
9/9/2026Engineers Gate Manager LP40,613$5.14M0.1%+125.2%0.005%
9/9/2026Cidel Asset Management Inc.9,227$1.17M0.1%+27.3%0.001%
9/9/2026Plimoth Trust Co. LLC34,152$4.32M0.9%-1.2%0.004%
9/9/2026SVB Wealth LLC42,831$5.42M0.3%-6.5%0.005%
9/9/2026Insight Wealth Partners LLC4,813$609K0.1%N/A0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC4,788$606K0.0%+9.6%0.001%
9/9/2026NorthRock Partners LLC5,504$697K0.0%-7.0%0.001%
9/9/2026Integrated Wealth Concepts LLC47,241$5.98M0.0%+45.5%0.006%
9/9/2026RFG Advisory LLC11,978$1.52M0.0%+3.4%0.002%
9/9/2026NewEdge Advisors LLC230,694$29.20M0.1%-7.5%0.030%
9/9/2026IFP Advisors Inc41,174$5.21M0.1%-2.3%0.005%
9/9/2026Baird Financial Group Inc.753,875$95.43M0.1%+6.7%0.097%
9/9/2026Beacon Investment Advisory Services Inc.60,170$7.62M0.3%-0.8%0.008%
9/9/2026Stableford Capital II LLC9,149$1.16M0.4%+6.6%0.001%
9/9/2026XY Planning Network Inc.6,905$874K0.1%+6.1%0.001%
9/9/2026BayBridge Capital Group LLC4,537$574K0.3%+64.9%0.001%
9/8/2026CORDA Investment Management LLC.24,168$3.06M0.2%N/A0.003%
9/8/2026Allworth Financial LP179,929$22.78M0.1%-1.5%0.023%
9/8/2026Arizona State Retirement System215,940$27.33M0.1%+1.3%0.028%
9/8/2026Waverly Advisors LLC126,743$16.04M0.1%+15.2%0.016%
9/8/2026Bank OZK9,041$1.14M0.4%-18.1%0.001%
9/8/2026Empirical Finance LLC31,163$3.95M0.2%+3.0%0.004%
9/8/2026Nykredit A S135,138$17.11M0.1%N/A0.017%
8/27/2026Corient Private Wealth LP303,446$38.41M0.1%+2.3%0.039%
8/26/2026HORAN Wealth LLC7,531$953K0.1%+4.0%0.001%
8/26/2026Schulz Wealth LTD.2,505$317K0.2%N/A0.000%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al700,405$88.66M0.5%N/A0.090%
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8/23/2026Washington Trust Advisors Inc.2,121$268K0.0%+8.3%0.000%
8/23/2026Ameritas Advisory Services LLC21,860$2.77M0.1%+58.8%0.003%
8/23/2026Guardian Wealth Advisors LLC NC9,606$1.22M0.1%+18.9%0.001%
8/23/2026Wedmont Private Capital17,219$2.16M0.1%+6.3%0.002%
8/23/2026Kintra Wealth LLC5,803$722K0.0%+78.7%0.001%
8/23/2026POM Investment Strategies LLC849$107K0.1%-66.3%0.000%
8/23/2026Widmann Financial Services Inc.11,249$1.42M0.8%-1.3%0.001%
8/23/2026Beaird Harris Wealth Management LLC1,302$165K0.0%+88.7%0.000%
8/23/2026HB Wealth Management LLC88,049$11.15M0.1%+6.3%0.011%
8/23/2026Gibson Wealth Advisors LLC13,000$1.65M1.0%-13.3%0.002%
8/23/2026Nilsine Partners LLC8,536$1.08M0.1%+9.8%0.001%
8/23/2026Saudi Central Bank54,475$6.90M0.1%+89.8%0.007%
8/23/2026Angeles Wealth Management LLC7,617$964K0.0%+1.1%0.001%
8/23/2026Azimuth Capital Investment Management LLC96,334$12.19M0.4%+0.4%0.012%
8/22/2026Compass Financial Management LLC16,907$2.14M0.2%N/A0.002%
8/22/2026NBH Bank4,746$601K0.3%N/A0.001%
8/22/2026AlphaGrep UK Ltd2,862$362K0.1%N/A0.000%
8/22/2026Shah Wealth Advisors LLC3,367$426K0.1%N/A0.000%
8/22/2026William John Sempolinski2,020$256K0.1%N/A0.000%
8/22/2026Markowski Investments26,866$3.40M0.7%N/A0.003%
8/22/2026Old Mission Investment Co LLC1,717$217K0.0%N/A0.000%
8/22/2026Hopwood Nicholas Hunter1,690$214K0.1%N/A0.000%
8/22/2026Odyssean LLC23,788$3.01M0.5%+109.1%0.003%
8/22/2026Investor s Fiduciary Advisor Network LLC2,453$310K0.1%-5.5%0.000%
8/22/2026Tudor Financial Inc.5,276$668K0.3%+15.1%0.001%
8/22/2026LifePlan Investment Advisors Inc.3,710$470K0.2%+46.6%0.000%
8/22/2026Sapient Capital LLC5,790$733K0.0%-37.4%0.001%
8/22/2026Syon Capital LLC12,526$1.59M0.1%+18.7%0.002%
8/22/2026denkapparat Operations GmbH3,354$425K0.1%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.25,694$3.23M0.0%-4.1%0.003%
8/22/2026Barlow Wealth Partners LLC3,438$436K0.0%N/A0.000%
8/22/2026Concurrent Investment Advisors LLC113,610$14.38M0.1%+64.9%0.015%
8/22/2026NEOS Investment Management LLC126,358$15.99M0.1%+13.7%0.016%
8/21/2026AXQ Capital LP1,764$223K0.0%-93.2%0.000%
8/21/2026Alley Investment Management Company LLC84,809$10.74M1.3%-2.7%0.011%
8/21/2026Beacon Capital Management LLC4,555$577K0.1%+6.4%0.001%
8/21/2026Continuum Advisory LLC6,445$816K0.1%-43.1%0.001%
8/21/2026Nykredit A S135,138$17.11M0.1%N/A0.017%
8/21/2026InTrack Investment Management Inc16,012$2.03M1.0%+4.7%0.002%
8/21/2026B. Metzler seel. Sohn & Co. AG18,471$2.34M0.0%+15.1%0.002%
8/21/2026XML Financial LLC5,002$633K0.0%-4.4%0.001%
8/21/2026Beacon Financial Advisory LLC1,847$234K0.0%+17.6%0.000%
8/21/2026Symphony Financial Ltd. Co.18,393$2.36M0.3%+12.0%0.002%
8/21/2026Secure Asset Management LLC3,414$432K0.1%-11.0%0.000%
8/21/2026Chesapeake Wealth Management3,017$382K0.1%+52.6%0.000%
8/21/2026Bedel Financial Consulting Inc.4,834$612K0.1%+5.8%0.001%
8/21/2026Keeler Thomas Management LLC15,972$2.02M0.7%-2.0%0.002%
8/21/2026Legacy Financial Advisors Inc.7,567$958K0.1%+2.4%0.001%
8/20/2026First PREMIER Bank58,451$7.40M1.1%-0.9%0.007%
8/20/2026Proficio Capital Partners LLC2,698$341K0.0%N/A0.000%
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8/20/2026Community Bank & Trust Waco Texas20,369$2.58M0.5%-2.2%0.003%
8/20/2026Nwam LLC9,359$1.19M0.1%+94.5%0.001%
8/20/2026Gill Capital Partners LLC309$39K0.0%+128.9%0.000%
8/20/2026Covington Investment Advisors Inc.42,944$5.44M0.7%+1.4%0.006%
8/20/2026Strategic Advisors LLC9,475$1.20M0.2%-86.0%0.001%
8/20/2026M Holdings Securities Inc.29,877$3.77M0.5%+0.8%0.004%
8/20/2026Camelot Portfolios LLC6,473$819K0.5%N/A0.001%
8/20/2026Ancora Advisors LLC7,280$922K0.0%-17.2%0.001%
8/20/2026Wedbush Securities Inc.17,818$2.26M0.1%-7.7%0.002%
8/20/2026Cullinan Associates Inc.36,953$4.68M0.4%+20.4%0.005%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,531 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 2,211 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), Bank of New York Mellon Corp ($4.78M), and Janus Henderson Group PLC ($2.69M).

Institutional investors have bought a total of 38,310,767 shares in the last 24 months. This purchase volume represents approximately $4.72B in transactions.

Of the 957 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 134,788,083 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 9/23/2026. New 13F filings are added each quarter as they're published.
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