Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 70.07% institutional investors, 0.13% insiders, and 29.80% retail investors. Vanguard group is the largest institutional shareholder, holding 9.82% of DUK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.15% of its assets in Duke Energy shares.
DUK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Duke Energy | 70.07% | 0.13% | 29.80% |
| Sector | Utilities Stocks | 61.33% | 8.03% | 30.65% |
| Idea | Nuclear Energy Stocks List | 73.13% | 2.95% | 23.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 76.30M | 9.82% | $9.44B |
| Blackrock funding, inc. /de | 67.25M | 8.65% | $8.32B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 39.71M | 5.14% | $4.28B |
| Geode capital management | 19.06M | 2.45% | $2.36B |
| Massachusetts financial services co /ma/ | 16.87M | 2.17% | $2.09B |
| Wellington management group llp | 16.10M | 2.09% | $1.73B |
| Fmr | 11.51M | 1.49% | $1.24B |
| Morgan stanley | 10.98M | 1.42% | $1.10B |
| Gqg partners | 10.86M | 1.40% | $1.28B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 175.82K | 6.73% | $20.75M |
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Reliant investment partners | 63.41K | 6.14% | $7.83M |
| Cincinnati casualty | 66.30K | 4.17% | $8.20M |
| Canal insurance | 150.17K | 3.96% | $18.58M |
| Bcwm | 105.19K | 3.94% | $12.41M |
| Liberty one investment management | 522.14K | 3.63% | $64.63M |
| Capital & planning | 46.98K | 3.59% | $5.81M |
| Eliot finkel investment counsel | 48.00K | 3.57% | $5.94M |
| Andrew hill investment advisors | 36.71K | 3.53% | $4.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 11.51M | 0.07% | 4.12M |
| Blackrock | 58.48M | 0.13% | 1.63M |
| Millennium management | 1.62M | 0.09% | 1.56M |
| Nuveen | 6.12M | 0.20% | 794.44K |
| Two sigma investments, lp | 933.57K | 0.22% | 751.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Laurel wealth advisors | 153.74K | 2.66% | -17.52M |
| Pathway financial advisers | 58.30K | 2.10% | -6.72M |
| Groupama asset managment | - | - | -2.20M |
| Wellington management group llp | 16.10M | 0.32% | -1.73M |
| Exoduspoint capital management, lp | - | - | -1.52M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Antipodes partners | 697.39K | 1.94% | 697.39K | $86.31M |
| Csm advisors | 327.63K | 1.13% | 327.63K | $38.66M |
| Linden advisors lp | 161.12K | 0.12% | 161.12K | $19.01M |
| Ubs oconnor | 144.04K | 0.87% | 144.04K | $17.00M |
| United capital management of ks | 117.30K | 1.97% | 117.30K | $14.52M |
Sold Out
| Holder | Change |
|---|---|
| Bellwether advisors | -1.00 |
| Brown, lisle/cummings | -1.00 |
| Legacy bridge | -1.00 |
| Mendota financial group | -1.00 |
| Ridgewood investments | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 2,269 | -1.39% | 544,466,488 | 3.42% | 70 | 1.53% | 1,163 | 1.13% | 722 | -6.48% |
| Mar 31, 2025 | 2,274 | 2.48% | 524,702,088 | 2.83% | 67 | 1.55% | 1,139 | -0.26% | 762 | 5.25% |
| Dec 31, 2024 | 2,103 | -0.10% | 508,306,171 | -2.15% | 65 | 1.45% | 1,066 | 7.89% | 694 | -10.68% |
| Sep 30, 2024 | 2,071 | 3.76% | 518,648,592 | 2.74% | 67 | 1.57% | 971 | 3.74% | 766 | 5.36% |
| Jun 30, 2024 | 1,961 | 0.77% | 504,443,170 | 0.60% | 65 | 1.55% | 922 | 0.66% | 713 | -2.60% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 24.46M | 3.15% | 8.71K |
| Vanguard Total Stock Mkt Idx Inv | 24.42M | 3.14% | -560.17K |
| Vanguard 500 Index Investor | 19.24M | 2.47% | -2.82M |
| The Utilities Select Sector SPDR® ETF | 12.59M | 1.62% | -10.15K |
| Fidelity 500 Index | 9.85M | 1.27% | 4.22K |
| SPDR® S&P 500 ETF | 9.65M | 1.24% | -96.11K |
| MFS Large Cap Value Equity | 9.64M | 1.24% | -329.34K |
| MFS Value A | 9.59M | 1.23% | -56.05K |
| SPDR® S&P 500® ETF Trust | 9.40M | 1.21% | -49.25K |
| SPDR® S&P 500® ETF | 9.38M | 1.21% | 115.37K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2025 | Weintraub Alexander J. | SVP, Chief Customer Officer | Sell | $48.66K |
| Aug 20, 2025 | Titone Bonnie B. | SVP, Chief Admin Officer | Sell | $248.76K |
| Aug 12, 2025 | Gillespie Thomas Preston Jr. | EVP-Chf Gen Off-Entrp Op Excel | Sell | $832.54K |
| Aug 07, 2025 | Renjel Louis E. | EVP&CEO Duke Energy FL&Midwest | Sell | $198.38K |
| Aug 07, 2025 | MCKEE E MARIE | - | Sell | $201.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 3 |
DUK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools