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 9.44% 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 | 61.35% | 8.04% | 30.61% |
| 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 | 72.89M | 9.44% | $7.85B |
| Blackrock funding, inc. /de | 66.82M | 8.60% | $7.88B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 39.71M | 5.14% | $4.28B |
| Geode capital management | 17.87M | 2.32% | $1.93B |
| Massachusetts financial services co /ma/ | 17.17M | 2.21% | $2.03B |
| 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 |
| Cincinnati casualty | 66.30K | 4.14% | $7.82M |
| Canal insurance | 150.17K | 3.97% | $17.72M |
| Bcwm | 105.19K | 3.94% | $12.41M |
| Andrew hill investment advisors | 37.54K | 3.56% | $4.43M |
| Eliot finkel investment counsel | 49.76K | 3.41% | $5.36M |
| Kettle hill capital management | 121.80K | 3.33% | $14.37M |
| Liberty one investment management | 270.88K | 3.23% | $31.96M |
| Kessler investment group | 62.81K | 3.21% | $6.77M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 11.51M | 0.07% | 4.12M |
| Blackrock funding, inc. /de | 66.82M | 0.15% | 3.67M |
| Blackrock | 58.48M | 0.13% | 1.63M |
| Millennium management | 1.62M | 0.09% | 1.56M |
| Vanguard group | 72.89M | 0.14% | 779.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Legal & general group | 5.94M | 0.17% | -1.40M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Csm advisors | 327.63K | 1.13% | 327.63K | $38.66M |
| Linden advisors lp | 161.12K | 0.12% | 161.12K | $19.01M |
| Adams diversified equity fund | 150.00K | 0.63% | 150.00K | $17.70M |
| Ubs oconnor | 144.04K | 0.87% | 144.04K | $17.00M |
| Greystone financial group | 83.19K | 1.62% | 83.19K | $9.82M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Meeder asset management | -1.00 |
| Legacy bridge | -1.00 |
| Brown, lisle/cummings | -1.00 |
| Sugar maple asset management | -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 | 12.36M | 1.59% | -80.83K |
| Fidelity 500 Index | 9.85M | 1.27% | 57.98K |
| 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 | 9.42M | 1.21% | -39.30K |
| SPDR® S&P 500® ETF Trust | 9.40M | 1.21% | -49.25K |
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 Q3 | - | 5 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 2 |
DUK Ownership FAQ
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