NYSE:DUK

Duke Energy Institutional Ownership

$104.48
+0.01 (+0.01 %)
(As of 07/26/2021 11:52 AM ET)
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Today's Range
$103.97
$105.06
50-Day Range
$98.12
$104.76
52-Week Range
$78.95
$108.00
Volume38,060 shs
Average Volume3.23 million shs
Market Capitalization$80.37 billion
P/E Ratio60.05
Dividend Yield3.69%
Beta0.26

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

Institutional Ownership Percentage: 62.67%

Institutional Buying and Selling by Quarter


Duke Energy (NYSE DUK) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
7/26/2021Trust Co. of Oklahoma2,374$0.23M0.1%N/A0.000%
7/26/2021Harel Insurance Investments & Financial Services Ltd.1,708$0.55M0.0%-30.1%0.000%
7/24/2021Bruderman Asset Management LLC143,739$14.19M4.4%+1.2%0.019%
7/24/2021Taylor Cottrill Erickson & Associates Inc.7,385$0.73M0.1%+5.6%0.001%
7/23/2021Oregon Public Employees Retirement Fund63,362$6.26M0.1%+3.3%0.008%
7/23/2021TCW Group Inc.10,864$1.07M0.0%-19.4%0.001%
7/23/2021Archford Capital Strategies LLC2,395$0.24M0.1%+15.9%0.000%
7/23/2021Independence Bank of Kentucky12,603$1.24M0.6%+11.7%0.002%
7/22/2021Tectonic Advisors LLC3,253$0.32M0.1%+18.5%0.000%
7/22/2021Meridian Wealth Management LLC8,593$0.85M0.1%+49.5%0.001%
7/22/2021Welch & Forbes LLC83,980$8.29M0.1%+2.2%0.011%
7/21/2021Meridian Financial Partners LLC10,745$1.12M0.8%+2.9%0.001%
7/21/2021TIAA FSB61,082$6.03M0.0%-2.9%0.008%
7/21/2021Jeppson Wealth Management LLC10,803$1.07M0.6%-0.9%0.001%
7/21/2021First Command Bank6,034$0.60M0.1%+5.7%0.001%
7/21/2021Spirit of America Management Corp NY15,750$1.56M0.3%+6.4%0.002%
7/20/2021Raymond James Trust N.A.62,260$6.15M0.2%-11.4%0.008%
7/20/2021Alpha Cubed Investments LLC4,468$0.44M0.0%+6.6%0.001%
7/20/2021Old Port Advisors5,607$0.58M0.2%-19.7%0.001%
7/19/2021Minot Wealth Management LLC4,240$0.43M0.1%+5.9%0.001%
7/19/2021Stratos Wealth Partners LTD.33,286$3.29M0.1%-2.8%0.004%
7/19/2021First United Bank Trust2,043$0.20M0.1%N/A0.000%
7/17/2021Brookstone Capital Management62,123$6.31M0.1%N/A0.008%
7/17/2021Lake Street Financial LLC5,832$0.58M0.1%-1.9%0.001%
7/17/2021Eagle Global Advisors LLC53,434$5.28M0.3%+2.7%0.007%
7/16/2021Insight Folios Inc47,954$4.73M2.8%+2.1%0.006%
7/16/2021IFM Investors Pty Ltd96,971$9.57M0.2%+25.7%0.013%
7/15/2021Vaughan Nelson Investment Management L.P.30,275$2.99M0.0%+9.0%0.004%
7/15/2021Pflug Koory LLC3,873$0.38M0.2%N/A0.001%
7/14/2021Marshall Financial Group LLC2,094$0.21M0.1%N/A0.000%
7/14/2021First PREMIER Bank72,117$7.12M2.1%-0.9%0.009%
7/14/20216 Meridian57,168$5.64M0.4%+104.0%0.007%
7/13/2021Gofen & Glossberg LLC IL12,243$1.21M0.0%-1.9%0.002%
7/13/2021New Mexico Educational Retirement Board51,260$5.06M0.2%+10.1%0.007%
7/13/2021First National Bank of South Miami8,028$0.79M0.5%+16.3%0.001%
7/13/2021Sound Income Strategies LLC780$77K0.0%-30.1%0.000%
7/13/2021Cypress Capital Group27,861$2.75M0.4%-6.4%0.004%
7/13/2021Patten & Patten Inc. TN78,627$7.76M0.6%+0.3%0.010%
7/12/2021State of Alaska Department of Revenue153,621$15.17M0.2%+4.2%0.020%
7/12/2021Gradient Investments LLC7,137$0.71M0.0%+3.4%0.001%
7/12/2021Tandem Investment Advisors Inc.2,294$0.23M0.0%N/A0.000%
7/12/2021Cooper Financial Group3,921$0.39M0.1%+5.5%0.001%
7/7/2021Bath Savings Trust Co2,593$0.26M0.0%-3.7%0.000%
7/6/2021Fulton Bank N.A.38,655$3.82M0.2%-1.4%0.005%
7/6/2021Hodges Capital Management Inc.8,122$0.80M0.1%+29.2%0.001%
7/1/2021Corsicana & Co.5,856$0.58M0.4%N/A0.001%
6/23/2021StoneX Group Inc.5,921$0.57M0.1%+17.7%0.001%
6/17/2021Geneos Wealth Management Inc.84,903$8.55M0.2%-7.2%0.011%
6/16/2021Coldstream Capital Management Inc.24,839$2.40M0.1%+929.4%0.003%
6/15/2021HM Payson & Co.9,442$0.91M0.0%-10.9%0.001%
6/10/2021Lokken Investment Group LLC2,106$0.20M0.2%N/A0.000%
6/9/2021Tompkins Financial Corp68,495$6.61M1.1%+3.4%0.009%
6/5/2021Advisory Services Network LLC46,061$4.45M0.2%+17.8%0.006%
6/5/2021HNP Capital LLC21,167$2.04M0.6%+3.1%0.003%
6/4/2021Lehman & Derafelo Financial Resources LLC13,276$1.28M0.4%+2.4%0.002%
6/2/2021Intrust Bank NA7,735$0.75M0.1%+33.9%0.001%
6/1/2021Advisor Partners LLC22,620$2.18M0.2%-0.6%0.003%
5/29/2021Warren Averett Asset Management LLC4,820$0.49M0.0%N/A0.001%
5/29/2021Rehmann Capital Advisory Group9,134$0.88M0.1%+2.9%0.001%
5/28/2021Columbia Asset Management22,574$2.25M0.4%+2.9%0.003%
5/28/2021Schroder Investment Management Group201,696$19.47M0.0%+39.8%0.026%
5/27/2021Sunbelt Securities Inc.6,048$0.58M0.1%+14.4%0.001%
5/27/2021MBL Wealth LLC2,983$0.29M0.1%+15.5%0.000%
5/26/2021Aspire Private Capital LLC19,717$1.90M0.7%-12.7%0.003%
5/26/2021First Dallas Securities Inc.15,416$1.49M1.3%-1.4%0.002%
5/26/2021MEMBERS Trust Co5,791$0.56M0.0%-11.0%0.001%
5/25/2021Capital Advisors Inc. OK6,133$0.59M0.0%-8.0%0.001%
5/25/2021Regency Capital Management Inc. DE400$39K0.0%N/A0.000%
5/24/2021Sargent Bickham Lagudis LLC665$64K0.0%-31.6%0.000%
5/24/2021Kingsview Wealth Management LLC23,553$2.27M0.1%-17.8%0.003%
5/24/2021Pendal Group Limited37,553$3.63M0.0%+26.0%0.005%
5/24/2021Principal Financial Group Inc.895,595$86.45M0.1%-4.1%0.116%
5/22/2021Tectonic Advisors LLC2,744$0.26M0.1%N/A0.000%
5/22/2021Teachers Retirement System of The State of Kentucky56,196$5.43M0.1%-8.2%0.007%
5/21/2021Childress Capital Advisors LLC2,739$0.26M0.1%+66.8%0.000%
5/21/2021Rollins Financial8,473$0.82M0.4%+109.7%0.001%
5/21/2021Stonnington Group LLC6,800$0.69M0.2%N/A0.001%
5/21/2021Colony Group LLC71,156$6.87M0.1%+0.2%0.009%
5/21/2021Physicians Financial Services Inc.21,774$2.10M0.9%+6.2%0.003%
5/21/2021Beacon Investment Advisory Services Inc.40,403$3.90M0.2%+13.2%0.005%
5/20/2021tru Independence LLC3,156$0.31M0.1%-32.5%0.000%
5/20/2021Advisory Alpha LLC3,381$0.33M0.0%+44.1%0.000%
5/20/2021Axiom Investment Management LLC2,310$0.22M0.1%N/A0.000%
5/19/2021Jeppson Wealth Management LLC10,903$1.05M0.6%+10.2%0.001%
5/19/2021SageGuard Financial Group LLC122,657$11.85M5.5%-25.6%0.016%
5/19/2021Gladstone Institutional Advisory LLC3,261$0.32M0.0%N/A0.000%
5/19/2021Baker Tilly Wealth Management LLC8,633$0.83M0.2%+21.6%0.001%
5/19/2021Clarity Financial LLC4,116$0.40M0.1%+9.6%0.001%
5/19/2021Vectors Research Management LLC21,266$2.05M0.6%+3.1%0.003%
5/19/2021TownSquare Capital LLC9,726$0.94M0.0%-14.8%0.001%
5/19/2021MONECO Advisors LLC3,210$0.31M0.2%+7.7%0.000%
5/19/2021Visionary Wealth Advisors5,233$0.51M0.1%-3.0%0.001%
5/19/2021ARS Wealth Advisors LLC78,729$7.60M1.7%+1.5%0.010%
5/19/2021Colonial River Wealth Management LLC5,580$0.54M0.4%-2.6%0.001%
5/19/2021Squarepoint Ops LLC236,056$22.79M0.1%-62.4%0.031%
5/18/2021Earnest Partners LLC11,755$1.14M0.0%-12.8%0.002%
5/18/2021Oppenheimer Asset Management Inc.128,726$12.43M0.2%+3.4%0.017%
5/18/2021Canada Pension Plan Investment Board1,734,766$167.46M0.2%+77.4%0.226%
5/18/2021Rodgers Brothers Inc.12,133$1.17M0.2%+15.2%0.002%
5/18/2021NorthCoast Asset Management LLC10,566$1.02M0.0%+305.9%0.001%
(Data available from 1/1/2016 forward)

This page was last updated on 7/26/2021 by MarketBeat.com Staff
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