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Duke Energy (DUK) Institutional Ownership

Duke Energy logo
$124.74 +0.57 (+0.46%)
As of 02:53 PM Eastern
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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)
1677
Total
Institutional Inflows
(last 12 months)
$9.37B
Number of
Institutional Sellers
(last 12 months)
1113
Total
Institutional Outflows
(last 12 months)
$14.17B
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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
5/8/2026 Andra AP fonden31,300$4.10M0.1%N/A0.004%
5/8/2026 Summit Asset Management LLC3,329$436K0.1%+5.3%0.000%
5/8/2026 Glenview Trust Co31,016$4.06M0.1%+3.9%0.004%
5/8/2026 Summit Global Investments8,965$1.17M0.1%-5.4%0.001%
5/8/2026 Rice Partnership LLC45,386$5.94M0.8%+9.4%0.006%
5/8/2026 MWA Asset Management2,860$374K0.2%-11.4%0.000%
5/8/2026 Alpha Zero LLC2,155$282K0.1%N/A0.000%
5/8/2026 Johnson Financial Group Inc.1,676$219K0.0%-5.2%0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI73,930$9.68M0.2%+6.9%0.009%
5/7/2026 Florida Financial Advisors LLC1,669$219K0.1%N/A0.000%
5/7/2026 Carson Advisory Inc.30,791$4.03M2.1%-0.4%0.004%
5/7/2026 Meeder Advisory Services Inc.19,554$2.56M0.1%+13.3%0.003%
5/7/2026 Lowe Brockenbrough & Co. Inc.101,658$13.31M0.7%+2.1%0.013%
5/7/2026 Hamel Associates Inc.32,085$4.20M1.2%+20.4%0.004%
5/7/2026 Dimensional Fund Advisors LP2,092,284$273.98M0.1%+2.9%0.269%
5/7/2026 Scarborough Advisors LLC1,464$192K0.0%-10.9%0.000%
5/7/2026 Parallel Advisors LLC12,432$1.63M0.0%+11.2%0.002%
5/7/2026 Decker Wealth Management LLC5,476$717K0.2%N/A0.001%
5/7/2026 Koss Olinger Consulting LLC1,611$211K0.0%-28.4%0.000%
5/7/2026 Tandem Investment Advisors Inc.2,599$340K0.0%-5.3%0.000%
5/7/2026 Swiss National Bank2,282,341$298.85M0.2%+7.1%0.293%
5/7/2026 World Equity Group Inc.1,976$259K0.1%-14.5%0.000%
5/7/2026 Mediolanum International Funds Ltd63,852$8.41M0.1%-5.7%0.008%
5/7/2026 Spartan Wealth Advisory Services LLC2,103$275K0.0%N/A0.000%
5/7/2026 WealthTrust Asset Management LLC1,974$259K0.2%N/A0.000%
5/6/2026 Jennison Associates LLC254,901$33.38M0.0%-2.1%0.033%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC5,143$673K0.1%+10.7%0.001%
5/6/2026 California Public Employees Retirement System1,884,247$246.72M0.2%-8.9%0.242%
5/6/2026 Clifford Swan Investment Counsel LLC3,278$429K0.0%-39.5%0.000%
5/6/2026 Bartlett & CO. Wealth Management LLC579,699$73.88M1.0%-2.2%0.074%
5/6/2026 Ranch Capital Advisors Inc.22,530$2.95M1.1%+7.7%0.003%
5/6/2026 Zhang Financial LLC1,591$208K0.0%N/A0.000%
5/6/2026 Centennial Bank AR 2,640$346K0.1%-5.4%0.000%
5/6/2026 Kera Capital Partners Inc.2,796$366K0.0%+18.7%0.000%
5/6/2026 Cornerstone Planning Group LLC429$55K0.0%+54.9%0.000%
5/6/2026 Gryphon Financial Partners LLC7,309$957K0.1%+5.7%0.001%
5/6/2026 Modera Wealth Management LLC28,472$3.73M0.0%+0.9%0.004%
5/6/2026 Townsend Asset Management Corp NC ADV37,272$4.88M1.8%+9.0%0.005%
5/6/2026 Advisortrust Partners LLC11,013$1.44M0.6%+18.4%0.001%
5/6/2026 Assetmark Inc.141,471$18.52M0.0%+14.4%0.018%
5/6/2026 NovaPoint Capital LLC11,734$1.54M0.4%+8.2%0.002%
5/6/2026 PeakShares LLC9,204$1.21M1.1%+7.4%0.001%
5/6/2026 Paradigm Capital Management LLC NV6,701$877K0.8%+7.1%0.001%
5/6/2026 Angeles Wealth Management LLC7,532$986K0.1%+6.3%0.001%
5/6/2026 Bessemer Group Inc.1,200,569$157.20M0.2%+1.5%0.154%
5/6/2026 Avalon Trust Co800$105K0.0%N/A0.000%
5/6/2026 Gerald Baker Financial Group LLC2,557$335K0.1%N/A0.000%
5/6/2026 SteelPeak Wealth LLC3,050$399K0.0%-9.5%0.000%
5/6/2026 Allspring Global Investments Holdings LLC407,080$53.29M0.1%-1.0%0.052%
5/6/2026 Frisch Financial Group Inc.1,949$255K0.1%N/A0.000%
5/6/2026 Independent Financial Group LLC9,255$1.21M0.0%N/A0.001%
5/6/2026 Enterprise Financial Services Corp2,568$336K0.2%+6.5%0.000%
5/6/2026 Prosperity Consulting Group LLC7,985$1.05M0.0%-46.8%0.001%
5/6/2026 Frazier Financial Advisors LLC368$48K0.0%+168.6%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co1,800$236K0.0%-7.0%0.000%
5/5/2026 Evergreen Advisors LLC272$36K0.0%N/A0.000%
5/5/2026 Delta Financial Advisors LLC22,052$2.89M0.8%+7.4%0.003%
5/5/2026 Westover Capital Advisors LLC2,991$392K0.1%+49.6%0.000%
5/5/2026 Wealthfront Advisers LLC162,446$21.27M0.0%+5.6%0.021%
5/5/2026 D.A. Davidson & CO.254,101$33.27M0.2%+1.6%0.033%
5/5/2026 Twin Capital Management Inc.23,966$3.14M0.4%-23.3%0.003%
5/5/2026 Marks Group Wealth Management Inc16,124$2.11M0.2%-1.7%0.002%
5/5/2026 Bank of New York Mellon Corp4,910,491$642.98M0.1%-19.5%0.631%
5/5/2026 Illinois Municipal Retirement Fund239,990$31.42M0.4%-18.4%0.031%
5/5/2026 Good Harbor Advisors Inc.1,655$217K0.2%N/A0.000%
5/5/2026 Journey Advisory Group LLC6,561$859K0.1%-13.6%0.001%
5/5/2026 Harmony Asset Management LLC3,081$403K0.1%-74.1%0.000%
5/5/2026 Geneos Wealth Management Inc.52,884$6.93M0.2%+4.4%0.007%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.3,648$478K0.0%+330.2%0.000%
5/5/2026 NFSG Corp14,097$1.85M0.3%+38.4%0.002%
5/5/2026 Northstar Financial Companies Inc.6,144$805K0.6%-39.7%0.001%
5/5/2026 SouthState Bank Corp44,375$5.81M0.3%-2.6%0.006%
5/5/2026 Sanctuary Advisors LLC213,324$27.93M0.2%+0.8%0.027%
5/5/2026 Sigma Planning Corp39,660$5.19M0.1%+4.1%0.005%
5/5/2026 Cornerstone Advisory LLC6,416$840K0.1%+10.1%0.001%
5/5/2026 Mill Capital Management LLC24,327$3.19M0.2%-6.4%0.003%
5/5/2026 1ST Source Bank12,103$1.59M0.1%+11.8%0.002%
5/5/2026 Checchi Capital Advisers LLC8,865$1.16M0.1%+9.2%0.001%
5/5/2026 Nwam LLC4,811$630K0.0%-3.8%0.001%
5/5/2026 Maryland State Retirement & Pension System39,403$5.16M0.1%+2.1%0.005%
5/5/2026 Hartford Funds Management Co LLC13,902$1.82M0.2%+2.8%0.002%
5/5/2026 Avantax Planning Partners Inc.6,519$854K0.0%-15.5%0.001%
5/4/2026 Nicholson Wealth Management Group LLC1,549$203K0.1%-21.8%0.000%
5/4/2026 AMG National Trust Bank29,846$3.91M0.1%+35.9%0.004%
5/4/2026 Retirement Planning Group LLC27,536$3.61M0.1%-4.4%0.004%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,952$3.53M0.1%-5.7%0.003%
5/4/2026 Bleakley Financial Group LLC30,030$3.93M0.1%+1.4%0.004%
5/4/2026 State of Michigan Retirement System203,136$26.60M0.1%-0.2%0.026%
5/4/2026 NWF Advisory Services Inc.6,020$788K0.1%+2.5%0.001%
5/4/2026 Principal Financial Group Inc.1,028,960$134.73M0.1%-1.7%0.132%
5/4/2026 Chicago Partners Investment Group LLC48,749$6.11M0.1%+4.9%0.006%
5/4/2026 Absher Wealth Management LLC3,648$478K0.1%+2.3%0.000%
5/4/2026 Kellett Wealth Advisors LLC9,427$1.23M0.7%-1.0%0.001%
5/4/2026 Parr Mcknight Wealth Management Group LLC17,647$2.31M0.3%-10.4%0.002%
5/4/2026 Uptick Partners LLC4,957$649K0.1%+8.4%0.001%
5/4/2026 Arbejdsmarkedets Tillaegspension198,906$26.05M0.6%-1.4%0.026%
5/4/2026 Y.D. More Investments Ltd2,031$266K0.0%+10.3%0.000%
5/4/2026 Tradewinds LLC.26,305$3.38M1.3%+2.1%0.003%
5/4/2026 Procyon Advisors LLC6,735$882K0.0%+11.6%0.001%
5/2/2026 Citizens Business Bank4,218$552K0.1%-5.6%0.001%


DUK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,539 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 2,218 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 ($13.50M), GQG Partners LLC ($10.26M), Vanguard Group Inc. ($6.15M), Nuveen LLC ($5.76M), Assenagon Asset Management S.A. ($2.47M), and Raymond James Financial Inc. ($2.28M).

Institutional investors have bought a total of 77,998,557 shares in the last 24 months. This purchase volume represents approximately $9.37B in transactions.

Of the 1,113 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), Laurel Wealth Advisors LLC ($17.52M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($13.01M), Barclays PLC ($11.78M), Macquarie Group Ltd. ($5.73M), Conning Inc. ($5.72M), and Ameritas Investment Partners Inc. ($2.25M).

Institutional investors have sold a total of 116,080,155 shares in the last 24 months. This volume of shares sold represents approximately $14.17B in transactions.


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This page (NYSE:DUK) was last updated on 5/11/2026 by MarketBeat.com Staff.
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