Duke Energy (DUK) Institutional Ownership

$108.03

+0.47 (+0.44%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 65.31%
Number of Institutional Buyers (last 12 months): 1196
Total Institutional Inflows (last 12 months): $2.98B

Number of Institutional Sellers (last 12 months): 975
Total Institutional Outflows (last 12 months): $2.07B

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DUK Institutional Buying and Selling by Quarter

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Duke Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	20,408	$2.05M	0.1%	+0.8%	0.003%
7/26/2024	LS Investment Advisors LLC	11,909	$1.19M	0.2%	+42.5%	0.002%
7/26/2024	Patriot Financial Group Insurance Agency LLC	8,308	$833K	0.1%	+2.2%	0.001%
7/26/2024	Atomi Financial Group Inc.	12,067	$1.21M	0.1%	+6.1%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	293,331	$29.40M	0.1%	+3.2%	0.038%
7/26/2024	Aspen Investment Management Inc	5,061	$507K	0.3%	-3.3%	0.001%
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7/26/2024	Saxony Capital Management LLC	5,203	$522K	0.6%	+9.6%	0.001%
7/26/2024	AlphaStar Capital Management LLC	27,978	$2.80M	0.3%	+20.1%	0.004%
7/26/2024	Latitude Advisors LLC	4,156	$417K	0.3%	+4.2%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	2,990	$300K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	335,297	$33.61M	0.1%	-5.7%	0.043%
7/26/2024	State of Michigan Retirement System	211,336	$21.18M	0.1%	+0.0%	0.027%
7/26/2024	First Command Advisory Services Inc.	7,092	$711K	0.0%	-5.7%	0.001%
7/26/2024	Callan Family Office LLC	2,249	$225K	0.0%	N/A	0.000%
7/26/2024	MTM Investment Management LLC	13,362	$1.34M	0.5%	-6.8%	0.002%
7/26/2024	Hyman Charles D	170,889	$17.13M	1.0%	-0.8%	0.022%
7/26/2024	Alpha Omega Wealth Management LLC	14,229	$1.43M	0.3%	-0.9%	0.002%
7/26/2024	Pegasus Asset Management Inc.	34,349	$3.44M	1.3%	+1.1%	0.004%
7/26/2024	Bailard Inc.	25,947	$2.60M	0.1%	+0.5%	0.003%
7/26/2024	Catalyst Financial Partners LLC	4,352	$436K	0.1%	+5.6%	0.001%
7/26/2024	Salomon & Ludwin LLC	4,535	$455K	0.1%	-27.3%	0.001%
7/26/2024	TFG Advisers LLC	4,326	$434K	0.2%	+14.2%	0.001%
7/26/2024	Patten Group Inc.	12,710	$1.27M	0.3%	+1.7%	0.002%
7/26/2024	Townsend Asset Management Corp NC ADV	31,879	$3.20M	1.2%	+0.7%	0.004%
7/25/2024	New Millennium Group LLC	1,088	$109K	0.1%	-65.7%	0.000%
7/25/2024	apricus wealth LLC	18,903	$1.90M	1.4%	+2.8%	0.002%
7/25/2024	Cypress Capital Group	32,255	$3.23M	0.4%	+1.4%	0.004%
7/25/2024	Raymond James Trust N.A.	93,131	$9.34M	0.2%	+6.5%	0.012%
7/25/2024	Highland Capital Management LLC	47,787	$4.79M	0.3%	+5.4%	0.006%
7/25/2024	Northcape Wealth Management LLC	13,513	$1.35M	0.5%	+1.7%	0.002%
7/25/2024	AMG National Trust Bank	26,606	$2.67M	0.1%	+69.3%	0.003%
7/25/2024	Calamos Wealth Management LLC	2,553	$256K	0.0%	+21.5%	0.000%
7/25/2024	Independence Bank of Kentucky	5,877	$589K	0.2%	-1.7%	0.001%
7/25/2024	Optas LLC	2,263	$227K	0.1%	-48.7%	0.000%
7/25/2024	Pettinga Financial Advisors LLC	2,317	$232K	0.1%	N/A	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	4,962	$497K	0.1%	+22.5%	0.001%
7/25/2024	Community Financial Services Group LLC	5,664	$568K	0.1%	-19.8%	0.001%
7/25/2024	Spirit of America Management Corp NY	11,950	$1.20M	0.2%	-2.4%	0.002%
7/25/2024	Field & Main Bank	6,385	$640K	0.2%	+9.8%	0.001%
7/25/2024	Sterling Investment Counsel LLC	3,263	$327K	0.1%	-16.8%	0.000%
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7/25/2024	Fullcircle Wealth LLC	3,036	$330K	0.1%	N/A	0.000%
7/25/2024	RFP Financial Group LLC	1,713	$172K	0.1%	+9.7%	0.000%
7/25/2024	Destination Wealth Management	3,828	$384K	0.0%	-2.6%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	304,800	$30.55M	0.2%	-2.2%	0.039%
7/25/2024	Beacon Capital Management LLC	3,740	$375K	0.1%	+6.1%	0.000%
7/25/2024	Atlantic Union Bankshares Corp	34,123	$3.42M	0.2%	+46.7%	0.004%
7/24/2024	EdgeRock Capital LLC	508	$51K	0.0%	N/A	0.000%
7/24/2024	TrueWealth Advisors LLC	2,244	$225K	0.1%	-7.6%	0.000%
7/24/2024	Tower Bridge Advisors	7,953	$797K	0.1%	-40.1%	0.001%
7/24/2024	Grove Bank & Trust	5,781	$579K	0.1%	-6.5%	0.001%
7/24/2024	Quotient Wealth Partners LLC	2,812	$282K	0.0%	+13.9%	0.000%
7/24/2024	Everhart Financial Group Inc.	7,241	$726K	0.2%	+18.1%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	3,502	$351K	0.1%	+12.7%	0.000%
7/24/2024	Catalina Capital Group LLC	3,098	$311K	0.1%	+27.6%	0.000%
7/24/2024	Slagle Financial LLC	3,017	$302K	0.2%	-7.9%	0.000%
7/24/2024	JB Capital LLC	3,881	$389K	0.0%	+4.9%	0.001%
7/24/2024	New York State Teachers Retirement System	705,426	$70.71M	0.1%	-4.6%	0.091%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	14,844	$1.49M	0.2%	+3.3%	0.002%
7/24/2024	My Legacy Advisors LLC	11,808	$1.18M	0.4%	N/A	0.002%
7/24/2024	Unique Wealth Strategies LLC	1,097	$106K	0.1%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	43,700	$4.38M	0.1%	-2.7%	0.006%
7/24/2024	Cultivar Capital Inc.	1,333	$134K	0.1%	N/A	0.000%
7/23/2024	Geneos Wealth Management Inc.	47,529	$4.76M	0.2%	-20.8%	0.006%
7/23/2024	Precedent Wealth Partners LLC	8,475	$849K	0.3%	+12.3%	0.001%
7/23/2024	HTLF Bank	2,555	$256K	0.0%	-6.3%	0.000%
7/23/2024	GYL Financial Synergies LLC	15,874	$1.59M	0.1%	-3.6%	0.002%
7/23/2024	Hennessy Advisors Inc.	118,687	$11.90M	0.5%	+8.4%	0.015%
7/23/2024	Atlas Brown Inc.	11,269	$1.13M	0.4%	-4.6%	0.001%
7/23/2024	Plimoth Trust Co. LLC	32,137	$3.22M	0.9%	+1.3%	0.004%
7/23/2024	1620 Investment Advisors Inc.	466	$47K	0.0%	N/A	0.000%
7/23/2024	First National Bank & Trust Co. of Newtown	8,218	$824K	0.2%	-3.9%	0.001%
7/23/2024	Harbour Trust & Investment Management Co	8,310	$833K	0.1%	-2.0%	0.001%
7/23/2024	Traphagen Investment Advisors LLC	4,754	$477K	0.1%	+4.0%	0.001%
7/23/2024	RMR Wealth Builders	14,601	$1.46M	0.2%	+17.4%	0.002%
7/23/2024	NewSquare Capital LLC	67,301	$6.65M	0.6%	+2.8%	0.009%
7/23/2024	Courier Capital LLC	14,446	$1.45M	0.1%	-7.5%	0.002%
7/23/2024	TSP Capital Management Group LLC	17,706	$1.78M	0.6%	-10.1%	0.002%
7/23/2024	Rockland Trust Co.	3,805	$381K	0.0%	+19.1%	0.000%
7/23/2024	United Bank	4,637	$465K	0.2%	-2.7%	0.001%
7/23/2024	MeadowBrook Investment Advisors LLC	1,907	$191K	0.1%	-13.6%	0.000%
7/23/2024	Xcel Wealth Management LLC	3,117	$312K	0.1%	+23.8%	0.000%
7/23/2024	Iowa State Bank	26,521	$2.66M	0.6%	+2.3%	0.003%
7/23/2024	Busey Bank	5,481	$549K	0.0%	-2.1%	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	7,213	$723K	0.1%	N/A	0.001%
7/23/2024	MFA Wealth Advisors LLC	17,640	$1.77M	0.4%	-4.0%	0.002%
7/23/2024	XML Financial LLC	5,162	$517K	0.1%	-18.5%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	92,425	$9.26M	0.1%	+1.0%	0.012%
7/22/2024	Oak Harvest Investment Services	91,537	$9.18M	1.6%	+3.1%	0.012%
7/22/2024	Randolph Co Inc	17,978	$1.80M	0.2%	-0.9%	0.002%
7/22/2024	Fifth Third Bancorp	291,723	$29.24M	0.1%	-2.9%	0.038%
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7/22/2024	Commerzbank Aktiengesellschaft FI	57,560	$5.77M	0.2%	+2.1%	0.007%
7/22/2024	CarsonAllaria Wealth Management Ltd.	2,381	$239K	0.1%	-10.5%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	424,478	$42.55M	0.1%	-1.4%	0.055%
7/22/2024	Liberty One Investment Management LLC	278,801	$27.94M	3.1%	+3.8%	0.036%
7/22/2024	Hobbs Group Advisors LLC	3,228	$324K	0.1%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	81,921	$8.21M	0.3%	-3.3%	0.011%
7/22/2024	LongView Wealth Management	8,667	$869K	0.3%	+4.7%	0.001%
7/22/2024	Mayfair Advisory Group LLC	4,044	$426K	0.3%	+3.7%	0.001%
7/22/2024	Walter Public Investments Inc.	54,710	$5.48M	0.9%	+1,267.8%	0.007%
7/22/2024	Aull & Monroe Investment Management Corp	42,569	$4.27M	2.1%	-4.5%	0.006%

(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, 2,061 institutional investors and hedge funds held shares of Duke Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.84B), 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 ($1.11B).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 1,770 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 ($6.43M), Mitsubishi UFJ Trust & Banking Corp ($4.23M), Providence Capital Advisors LLC ($3.50M), State Street Corp ($2.44M), American Century Companies Inc. ($2.40M), Capital Research Global Investors ($2.30M), and Federated Hermes Inc. ($1.85M).

How much institutional buying is happening at Duke Energy?: Institutional investors have bought a total of 88,768,507 shares in the last 24 months. This purchase volume represents approximately $8.64B in transactions.
Which Duke Energy major shareholders have been selling company stock?: Of the 1,360 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: Price T Rowe Associates Inc. MD ($4.94M), Wellington Management Group LLP ($4.40M), BlackRock Inc. ($2.54M), Massachusetts Financial Services Co. MA ($2.42M), Franklin Resources Inc. ($2.41M), FMR LLC ($1.96M), and Renaissance Technologies LLC ($1.29M).
How much institutional selling is happening at Duke Energy?: Institutional investors have sold a total of 57,553,465 shares in the last 24 months. This volume of shares sold represents approximately $5.57B in transactions.