Duke Energy (DUK) Institutional Ownership

+0.08 (+0.08%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Duke Energy (NYSE:DUK)

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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DUK Institutional Buying and Selling by Quarter

Duke Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Precedent Wealth Partners LLC7,544$730K0.3%+13.3%0.001%
4/23/2024Absher Wealth Management LLC2,615$253K0.0%-7.3%0.000%
4/23/2024Bfsg LLC10,610$1.03M0.1%+3.0%0.001%
4/23/2024Eads & Heald Wealth Management2,072$200K0.1%-26.8%0.000%
4/23/2024Global Retirement Partners LLC25,281$2.45M0.1%+3.9%0.003%
4/23/2024Cornell Pochily Investment Advisors Inc.17,583$1.70M0.7%-1.0%0.002%
4/23/2024PFG Private Wealth Management LLC440$43K0.0%-75.9%0.000%
4/23/2024Louisiana State Employees Retirement System44,900$4.34M0.1%-3.6%0.006%
4/23/2024Sage Mountain Advisors LLC3,120$302K0.0%-13.2%0.000%
4/23/2024Hamel Associates Inc.18,647$1.80M0.6%+60.2%0.002%
4/23/2024WASHINGTON TRUST Co7,163$693K0.0%-4.9%0.001%
4/23/2024Venturi Wealth Management LLC1,380$133K0.0%+9.0%0.000%
4/23/2024Rational Advisors LLC472$46K0.0%+138.4%0.000%
4/23/2024Community Financial Services Group LLC7,063$683K0.2%N/A0.001%
4/23/2024Live Oak Private Wealth LLC23,533$2.28M0.4%-2.9%0.003%
4/23/2024Spectrum Asset Management Inc. NB CA 33,006$3.19M1.4%+4.9%0.004%
4/23/2024Amalgamated Bank158,899$15.37M0.1%-14.7%0.021%
4/23/2024Nations Financial Group Inc. IA ADV4,170$403K0.0%-9.5%0.001%
4/23/2024Gradient Investments LLC1,798$174K0.0%-77.8%0.000%
4/23/2024New Mexico Educational Retirement Board38,860$3.76M0.1%-3.0%0.005%
4/23/2024Sugarloaf Wealth Management LLC2,436$236K0.0%-13.8%0.000%
4/23/2024TrueWealth Advisors LLC2,429$235K0.1%+6.3%0.000%
4/23/2024Fifth Third Bancorp300,383$29.05M0.1%+0.5%0.039%
4/23/2024Wesbanco Bank Inc.63,582$6.15M0.2%+18.7%0.008%
4/23/2024Summit Trail Advisors LLC5,450$527K0.0%+31.6%0.001%
4/23/2024Stablepoint Partners LLC41,233$3.99M0.8%+8.0%0.005%
4/23/2024Duncker Streett & Co. Inc.3,467$335K0.1%-19.7%0.000%
4/23/2024Principle Wealth Partners LLC32,724$3.17M0.2%+21.6%0.004%
4/23/2024Petra Financial Advisors Inc.4,341$420K0.3%+3.6%0.001%
4/23/2024Strategic Blueprint LLC21,616$2.09M0.1%+5.5%0.003%
4/23/2024Revisor Wealth Management LLC5,846$566K0.3%N/A0.001%
4/23/2024Accurate Wealth Management LLC4,400$432K0.1%-5.9%0.001%
4/23/2024Hanson & Doremus Investment Management17,492$1.69M0.3%-2.8%0.002%
4/23/2024Raymond James Financial Services Advisors Inc.746,294$72.17M0.1%-4.4%0.097%
4/23/2024Stonegate Investment Group LLC25,755$2.49M0.1%-5.1%0.003%
4/23/2024Crescent Sterling Ltd.7,488$724K0.7%+3.8%0.001%
4/23/2024Sutton Place Investors LLC12,202$1.18M0.6%+6.0%0.002%
4/23/2024Sapient Capital LLC6,493$628K0.0%-6.0%0.001%
4/23/2024Wendell David Associates Inc.5,139$497K0.1%-3.3%0.001%
4/22/2024Nicholas Hoffman & Company LLC.22,508$2.18M0.1%+2.5%0.003%
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4/22/2024Confluence Wealth Services Inc.10,434$1.01M0.1%-1.8%0.001%
4/22/2024Kessler Investment Group LLC61,433$5.94M3.7%N/A0.008%
4/22/2024Nilsine Partners LLC6,810$659K0.1%+3.9%0.001%
4/22/2024Harbour Trust & Investment Management Co8,482$820K0.1%+8.4%0.001%
4/22/2024Bay Rivers Group2,404$232K0.1%+12.9%0.000%
4/22/2024PFG Investments LLC27,941$2.70M0.2%+272.7%0.004%
4/22/2024Oakworth Capital Inc.7,948$769K0.1%-4.4%0.001%
4/22/2024Sollinda Capital Management LLC9,533$922K0.3%-24.3%0.001%
4/22/2024Raymond James & Associates1,924,229$186.09M0.1%+1.9%0.249%
4/22/2024MBL Wealth LLC6,077$588K0.1%-28.6%0.001%
4/22/2024IFM Investors Pty Ltd258,224$24.97M0.3%+0.9%0.033%
4/22/2024Cassia Capital Partners LLC8,516$824K0.5%+23.8%0.001%
4/22/2024Ashton Thomas Private Wealth LLC15,277$1.48M0.1%+1.9%0.002%
4/22/2024Edge Financial Advisors LLC4,767$461K0.4%N/A0.001%
4/20/2024Mezzasalma Advisors LLC2,425$235K0.1%+16.9%0.000%
4/19/2024FORVIS Wealth Advisors LLC21,665$2.10M0.1%-1.5%0.003%
4/19/2024Marshall Financial Group LLC24,936$2.41M0.7%+4.3%0.003%
4/19/2024American National Bank & Trust Co. VA14,969$1.45M0.3%N/A0.002%
4/19/2024Insight Folios Inc68,229$6.60M2.7%+3.2%0.009%
4/19/2024Retirement Guys Formula LLC6,883$666K0.3%N/A0.001%
4/19/2024Oak Harvest Investment Services88,812$8.59M1.5%+25.4%0.012%
4/19/2024ZRC Wealth Management LLC1,749$169K0.1%-7.1%0.000%
4/19/2024First Trust Direct Indexing L.P.17,638$1.71M0.1%-2.7%0.002%
4/19/2024Cornerstone Wealth Management LLC11,918$1.15M0.1%+15.9%0.002%
4/19/2024Kovack Advisors Inc.8,683$840K0.1%+21.6%0.001%
4/19/2024DMC Group LLC2,108$204K0.2%-22.4%0.000%
4/19/2024Norden Group LLC130,300$12.60M0.1%+4,774.7%0.017%
4/19/2024Lake Street Private Wealth LLC6,549$633K0.1%-4.7%0.001%
4/19/2024Redmont Wealth Advisors LLC1,170$113K0.2%N/A0.000%
4/19/2024State of Alaska Department of Revenue83,625$8.09M0.1%+0.5%0.011%
4/19/2024Albion Financial Group UT8,349$807K0.1%+18.5%0.001%
4/19/2024Valeo Financial Advisors LLC21,368$2.07M0.0%+14.8%0.003%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.1,938,431$187.47M0.1%-1.1%0.251%
4/18/2024Plimoth Trust Co. LLC31,727$3.07M0.8%+2.4%0.004%
4/18/2024Silverlake Wealth Management LLC4,568$442K0.2%-5.6%0.001%
4/18/2024SeaCrest Wealth Management LLC5,995$580K0.1%-41.3%0.001%
4/18/2024Wasatch Advisors LP72,700$7.03M0.0%+3.7%0.009%
4/18/2024Verum Partners LLC3,986$385K0.1%+4.0%0.001%
4/18/2024InTrack Investment Management Inc9,603$929K0.7%-3.6%0.001%
4/18/2024Financial Security Advisor Inc.4,842$468K0.2%-5.6%0.001%
4/18/2024State of Michigan Retirement System211,236$20.43M0.1%+0.1%0.027%
4/18/2024Woodmont Investment Counsel LLC161,099$15.58M1.3%+3.4%0.021%
4/18/2024Farmers & Merchants Investments Inc.64,840$6.27M0.2%-7.3%0.008%
4/18/2024Cullinan Associates Inc.17,198$1.66M0.1%-33.7%0.002%
4/18/2024Allspring Global Investments Holdings LLC355,611$34.39M0.1%-9.4%0.046%
4/18/2024Eagle Capital Management LLC2,673$259K0.1%N/A0.000%
4/18/2024Hexagon Capital Partners LLC8,332$806K0.2%-2.7%0.001%
4/18/2024Park Place Capital Corp10,340$1M0.4%-14.0%0.001%
4/18/2024Claro Advisors LLC12,581$1.22M0.2%+1.4%0.002%
4/18/2024Little House Capital LLC14,136$1.37M0.5%-9.3%0.002%
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4/18/2024BKM Wealth Management LLC1,831$177K0.1%+12.1%0.000%
4/18/2024Diversified Trust Co8,092$783K0.0%+41.3%0.001%
4/18/2024Aviance Capital Partners LLC17,750$1.72M0.3%+16.8%0.002%
4/18/2024Chapin Davis Inc.7,675$742K0.3%+1.8%0.001%
4/18/2024Successful Portfolios LLC20,694$2.00M1.4%-2.3%0.003%
4/18/2024LVW Advisors LLC15,506$1.50M0.3%+71.6%0.002%
4/18/2024Citizens Business Bank25,872$2.50M0.5%-1.9%0.003%
4/18/2024Breakwater Capital Group2,912$282K0.1%+3.9%0.000%
4/18/2024Optas LLC4,413$427K0.1%-22.7%0.001%
4/17/2024D.B. Root & Company LLC11,412$1.10M0.4%-10.1%0.001%
(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, 2,074 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 1,821 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 97,845,097 shares in the last 24 months. This purchase volume represents approximately $9.74B in transactions.

Which Duke Energy major shareholders have been selling company stock?

Of the 1,356 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 Assenagon Asset Management S.A. ($2.04M).

How much institutional selling is happening at Duke Energy?

Institutional investors have sold a total of 64,799,685 shares in the last 24 months. This volume of shares sold represents approximately $6.43B in transactions.

This page (NYSE:DUK) was last updated on 4/24/2024 by MarketBeat.com Staff

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