Duke Energy Ownership 2024 | Who Owns Duke Energy Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

36.90%

Insider Ownership

0.13%

Retail Ownership

62.97%

Institutional Holders

1.41K

Duke Energy Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.17%0.14%70,675,702324,2890.46%6,835,047,140Mar 31, 2024
BLACKROCK INC.7.37%0.13%56,852,101-1,171,889-2.02%5,498,166,662Mar 31, 2024
STATE STREET CORP4.99%0.17%38,462,060-3,233,561-7.76%3,719,665,823Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP2.62%0.35%20,165,622-2,578,324-11.34%1,950,217,304Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.41%0.54%18,606,574-92,910-0.50%1,799,441,772Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.15%0.15%16,552,4101,118,2127.25%1,601,366,499Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS1.49%0.25%11,493,340352,3203.16%1,111,520,911Mar 31, 2024
MORGAN STANLEY1.41%0.08%10,895,970510,5954.92%1,053,749,475Mar 31, 2024
BANK OF AMERICA CORP /DE/1.14%0.08%8,807,246352,4954.17%851,748,807,000Mar 31, 2024
ROYAL BANK OF CANADA1.13%0.19%8,704,620-186,076-2.09%841,824,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.12%0.19%8,606,13990,7511.07%802,007,949Mar 31, 2024
FRANKLIN RESOURCES INC1.11%0.26%8,549,615436,1725.38%826,833,258Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.04%0.18%7,998,719-31,520-0.39%773,554,709Mar 31, 2024
FMR LLC1.02%0.05%7,899,968-3,381,982-29.98%764,005,934Mar 31, 2024
NORTHERN TRUST CORP0.98%0.13%7,521,230-150,411-1.96%727,378,154Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.83%0.39%6,363,361843,61815.28%615,400,672Mar 31, 2024
FEDERATED HERMES, INC.0.72%1.24%5,575,016-193,471-3.35%539,159,798Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.68%0.10%5,240,349-281,595-5.10%506,794,173Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.65%0.40%4,997,386-1,495,291-23.03%483,174,239Mar 31, 2024
INVESCO LTD.0.59%0.09%4,550,951-185,273-3.91%440,122,490Mar 31, 2024

Duke Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 9.17% of the company's total share outstanding, currently valued at $6.84B. The top 10 institutional shareholders own together 33.88% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAPLE-BROWN ABBOTT LTD0.13%9.66%973,160-21,500-2.16%94,114,000Mar 31, 2024
BRUCE & CO., INC.0.03%6.54%203,890--19,718,202Mar 31, 2024
BCWM, LLC0.02%3.92%117,877-4,173-3.42%11,399,890Mar 31, 2024
CANAL INSURANCE CO0.02%3.72%150,166--14,523,000Mar 31, 2024
KESSLER INVESTMENT GROUP, LLC0.01%3.68%61,43361,433100.00%5,941,185Mar 31, 2024
CINCINNATI CASUALTY CO0.01%3.51%66,300--6,411,873Mar 31, 2024
PEREGRINE ASSET ADVISERS, INC.0.01%3.49%90,44378,853680.35%8,746,729Mar 31, 2024
CLARITY FINANCIAL LLC0.03%3.48%237,83212,9715.77%23,000,706Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC0.01%3.43%49,03749,037100.00%4,823,279Mar 31, 2024
ELIOT FINKEL INVESTMENT COUNSEL, LLC0.01%3.15%50,459-900-1.75%4,879,890Mar 31, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC0.03%2.94%268,6285,5042.09%25,979,035Mar 31, 2024
DECADE RENEWABLE PARTNERS LP0.01%2.85%55,68255,682100.00%5,385,006Mar 31, 2024
INSIGHT FOLIOS INC0.01%2.67%68,2292,1073.19%6,598,443Mar 31, 2024
CULLEN CAPITAL MANAGEMENT, LLC0.31%2.60%2,411,631511,04026.89%233,228,850Mar 31, 2024
VIRGINIA WEALTH MANAGEMENT GROUP, INC.0.00%2.45%30,9728,01534.91%2,995,310Mar 31, 2024
KEENE & ASSOCIATES, INC.0.00%2.39%33,1587002.16%3,206,710Mar 31, 2024
SLOCUM, GORDON & CO LLP0.00%2.34%32,623--3,154,963Mar 31, 2024
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC0.01%2.29%74,178-7,714-9.42%7,173,729Mar 31, 2024
OLD NORTH STATE TRUST, LLC0.00%2.18%26,69326,693100.00%2,581,000Mar 31, 2024
CARSON ADVISORY INC.0.00%2.17%31,897990.31%3,084,768Mar 31, 2024

The largest Duke Energy shareholder by % of total assets is MAPLE-BROWN ABBOTT LTD. The company owns 973.16K shares of Duke Energy (DUK), representing 9.66% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GEODE CAPITAL MANAGEMENT, LLC2.15%0.15%16,552,4101,118,2127.25%1,601,366,499Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.14%0.81%1,098,1571,098,157100.00%106,203,000Mar 31, 2024
COHEN & STEERS, INC.0.17%0.27%1,346,1471,068,963385.65%130,186,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.13%0.02%983,800983,800100.00%95,143,298Mar 31, 2024
MARSHALL WACE, LLP0.14%0.16%1,084,624975,342892.50%104,893,987Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.11%0.20%882,552861,8544163.95%85,351,604Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.83%0.39%6,363,361843,61815.28%615,400,672Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.15%0.12%1,123,533738,441191.76%108,656,877Mar 31, 2024
MACKENZIE FINANCIAL CORP0.16%0.17%1,239,225715,838136.77%119,845,450Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.45%0.10%3,443,972677,28624.48%338,672,240Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.07%0.09%548,940548,940100.00%53,088,000Mar 31, 2024
JPMORGAN CHASE & CO0.49%0.03%3,749,630546,57717.06%362,626,768Mar 31, 2024
CULLEN CAPITAL MANAGEMENT, LLC0.31%2.60%2,411,631511,04026.89%233,228,850Mar 31, 2024
MORGAN STANLEY1.41%0.08%10,895,970510,5954.92%1,053,749,475Mar 31, 2024
SQUAREPOINT OPS LLC0.07%0.09%527,900466,300756.98%51,053,209Mar 31, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC0.21%0.37%1,595,694453,02539.65%154,319,571Mar 31, 2024
FRANKLIN RESOURCES INC1.11%0.26%8,549,615436,1725.38%826,833,258Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.05%0.06%409,150402,5006052.63%39,569,000Mar 31, 2024
BROOKFIELD CORP /ON/0.05%0.21%375,121375,121100.00%36,277,952Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.01%371,400371,400100.00%35,918,094Mar 31, 2024

As of Mar 31 2024, Duke Energy's largest institutional buyer is GEODE CAPITAL MANAGEMENT, LLC. The company purchased 1.12M stocks of DUK, valued at $1.60B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC1.02%0.05%7,899,968-3,381,982-29.98%764,005,934Mar 31, 2024
STATE STREET CORP4.99%0.17%38,462,060-3,233,561-7.76%3,719,665,823Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP2.62%0.35%20,165,622-2,578,324-11.34%1,950,217,304Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.65%0.40%4,997,386-1,495,291-23.03%483,174,239Mar 31, 2024
BLACKROCK INC.7.37%0.13%56,852,101-1,171,889-2.02%5,498,166,662Mar 31, 2024
BARCLAYS PLC0.28%0.07%2,193,610-812,763-27.03%212,144,000Mar 31, 2024
AMUNDI0.12%0.04%963,147-786,073-44.94%92,394,691Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP0.45%0.76%3,457,297-427,352-11.00%332,547,485Mar 31, 2024
MORNINGSTAR INVESTMENT SERVICES LLC0.05%0.39%365,591-424,021-53.70%35,130,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.36%0.05%2,758,587-390,372-12.40%266,783,054Mar 31, 2024
EDGAR LOMAX CO/VA0.02%0.92%153,091-315,735-67.35%14,805,431Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.05%0.07%407,986-292,298-41.74%39,313,558Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.05%0.09%406,473-283,891-41.12%39,327,188,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.68%0.10%5,240,349-281,595-5.10%506,794,173Mar 31, 2024
MAYFLOWER FINANCIAL ADVISORS, LLC0.00%0.12%7,275-279,085-97.46%703,539Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.12%0.22%959,875-272,492-22.11%92,829,511Mar 31, 2024
CINCINNATI FINANCIAL CORP0.01%0.08%38,784-271,216-87.49%3,750,801Mar 31, 2024
HUDSON BAY CAPITAL MANAGEMENT LP----247,689-100.00%-Mar 31, 2024
ING GROEP NV----224,609-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.00%0.00%2,662-221,498-98.81%257,442Mar 31, 2024

As of Mar 31 2024, Duke Energy's biggest institutional seller is FMR LLC. The company sold -3.38M shares of DUK, valued at $764.01M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.13%0.02%983,800983,800100.00%95,143,298Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.07%0.09%548,940548,940100.00%53,088,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.01%371,400371,400100.00%35,918,094Mar 31, 2024
MN SERVICES VERMOGENSBEHEER B.V.0.04%0.22%311,600311,600100.00%30,135,000Mar 31, 2024
NATIXIS0.04%0.15%296,274296,274100.00%28,652,659Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%196,652196,652100.00%19,018,215Mar 31, 2024
PAYDEN & RYGEL INVESTMENT GROUP0.02%0.77%168,790168,790100.00%16,324,000Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.02%0.02%130,000130,000100.00%12,572,300Mar 31, 2024
TREXQUANT INVESTMENT LP0.01%0.15%78,26578,265100.00%7,569,008Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.04%76,52076,520100.00%7,400,250Mar 31, 2024
CHARTWELL INVESTMENT PARTNERS, LLC0.01%0.25%75,13075,130100.00%7,266,000Mar 31, 2024
GQG PARTNERS LLC0.01%0.01%63,07563,075100.00%6,099,983Mar 31, 2024
KESSLER INVESTMENT GROUP, LLC0.01%3.68%61,43361,433100.00%5,941,185Mar 31, 2024
DECADE RENEWABLE PARTNERS LP0.01%2.85%55,68255,682100.00%5,385,006Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.01%0.16%50,40050,400100.00%4,874,184Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC0.01%3.43%49,03749,037100.00%4,823,279Mar 31, 2024
GLOBAL ASSETS ADVISORY, LLC0.01%0.02%48,41948,419100.00%504,000Mar 31, 2024
BANQUE CANTONALE VAUDOISE0.01%0.17%45,29945,299100.00%4,381,000Mar 31, 2024
EISLER CAPITAL (UK) LTD.0.01%0.03%42,92742,927100.00%4,151,470Mar 31, 2024
ALLY FINANCIAL INC.0.01%0.52%40,00040,000100.00%3,868,400Mar 31, 2024
0.00%0.08%27,60027,600100.00%2,669,196Mar 31, 2024
OLD NORTH STATE TRUST, LLC0.00%2.18%26,69326,693100.00%2,581,000Mar 31, 2024
ENTROPY TECHNOLOGIES, LP0.00%0.27%26,18926,189100.00%2,532,738Mar 31, 2024
GOLDMAN SACHS GROUP INC0.00%0.00%25,00025,000100.00%2,417,750Mar 31, 2024
NOMURA HOLDINGS INC0.00%0.01%25,00025,000100.00%2,417,750Mar 31, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC0.00%0.14%23,74623,746100.00%2,296,000Mar 31, 2024
0.00%1.66%22,76222,762100.00%2,201,000Mar 31, 2024
L & S ADVISORS INC0.00%0.24%22,40522,405100.00%2,166,788Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.05%21,64621,646100.00%2,093,419Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.05%21,21821,218100.00%2,014,437Mar 31, 2024
POINT72 HONG KONG LTD0.00%0.10%20,66520,665100.00%1,998,511Mar 31, 2024
LMR PARTNERS LLP0.00%0.02%20,10020,100100.00%1,943,871Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.00%0.02%19,45719,457100.00%1,881,686Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.00%0.24%18,88018,880100.00%1,826,000Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.00%0.02%18,28118,281100.00%1,767,956Mar 31, 2024
LMR PARTNERS LLP0.00%0.02%17,80017,800100.00%1,721,438Mar 31, 2024
0.00%1.61%16,92316,923100.00%1,636,607Mar 31, 2024
AMERICAN NATIONAL BANK & TRUST CO /VA/0.00%0.34%14,96914,969100.00%1,447,620Mar 31, 2024
RMB CAPITAL MANAGEMENT, LLC0.00%0.03%14,87314,873100.00%1,438,396Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD0.00%0.01%14,44014,440100.00%1,396,492Mar 31, 2024
HARTLINE INVESTMENT CORP/0.00%0.24%14,37214,372100.00%1,389,912Mar 31, 2024
TRADEWINDS, LLC.0.00%0.64%13,89613,896100.00%1,343,888Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.00%1.11%13,60513,605100.00%1,315,740Mar 31, 2024
IMC-CHICAGO, LLC0.00%0.00%13,12013,120100.00%1,268,835Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.00%0.06%12,38612,386100.00%1,188,206Mar 31, 2024
BANK OF HAWAII0.00%0.05%10,93810,938100.00%1,057,814Mar 31, 2024
TRUST CO OF THE SOUTH0.00%0.24%10,56410,564100.00%1,021,644Mar 31, 2024
0.00%0.03%10,30010,300100.00%996,113Mar 31, 2024
CLEARALPHA TECHNOLOGIES LP0.00%0.40%9,7919,791100.00%946,888Mar 31, 2024
OUTFITTER FINANCIAL LLC0.00%0.71%8,9658,965100.00%867,005Mar 31, 2024
BRYN MAWR TRUST CO0.00%0.03%8,6048,604100.00%832,095Mar 31, 2024
LS INVESTMENT ADVISORS, LLC0.00%0.13%8,3558,355100.00%808,012Mar 31, 2024
BNP PARIBAS0.00%0.04%8,1118,111100.00%786,313Mar 31, 2024
TORNO CAPITAL, LLC0.00%0.05%7,5007,500100.00%725,325Mar 31, 2024
COMMUNITY FINANCIAL SERVICES GROUP, LLC0.00%0.16%7,0637,063100.00%683,061Mar 31, 2024
RETIREMENT GUYS FORMULA LLC0.00%0.32%6,8836,883100.00%665,621Mar 31, 2024
0.00%0.22%6,5266,526100.00%631,129Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP0.00%0.04%6,3486,348100.00%613,915Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.00%0.05%6,1196,119100.00%592,000Mar 31, 2024
REVISOR WEALTH MANAGEMENT LLC0.00%0.26%5,8465,846100.00%566,127Mar 31, 2024
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/0.00%0.59%5,7335,733100.00%554,000Mar 31, 2024
BUSEY WEALTH MANAGEMENT0.00%0.02%5,5995,599100.00%541,482Mar 31, 2024
ADAPT WEALTH ADVISORS, LLC0.00%0.38%5,4505,450100.00%527,070Mar 31, 2024
CREWE ADVISORS LLC0.00%0.06%5,3735,373100.00%519,611Mar 31, 2024
TRUE VISION MN LLC0.00%0.36%5,1765,176100.00%505,747Mar 31, 2024
KRANE FUNDS ADVISORS LLC0.00%0.02%5,1165,116100.00%496,763Mar 31, 2024
INSPIRE TRUST CO, N.A.0.00%0.27%5,0005,000100.00%483,550Mar 31, 2024
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.0.00%0.20%4,9804,980100.00%482,000Mar 31, 2024
SPINNAKER TRUST0.00%0.03%4,8504,850100.00%469,044Mar 31, 2024
ROBERTS GLORE & CO INC /IL/0.00%0.14%4,8434,843100.00%468,318Mar 31, 2024
EDGE FINANCIAL ADVISORS LLC0.00%0.41%4,7674,767100.00%461,017Mar 31, 2024
BLUESHIFT ASSET MANAGEMENT, LLC0.00%0.24%4,7524,752100.00%459,566Mar 31, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.00%0.38%4,5834,583100.00%450,196Mar 31, 2024
0.00%0.05%4,5724,572100.00%442,197Mar 31, 2024
AA FINANCIAL ADVISORS, LLC0.00%0.17%4,2774,277100.00%413,617Mar 31, 2024
WALLEYE TRADING LLC0.00%0.00%4,1594,159100.00%402,217Mar 31, 2024
JOEL ISAACSON & CO., LLC0.00%0.02%3,9303,930100.00%380,070Mar 31, 2024
COPPELL ADVISORY SOLUTIONS CORP.0.00%0.07%3,7363,736100.00%361,313Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC0.00%0.02%3,7343,734100.00%358,707Mar 31, 2024
ENGINEERS GATE MANAGER LP0.00%0.01%3,7193,719100.00%359,664Mar 31, 2024
PLAN GROUP FINANCIAL, LLC0.00%0.24%3,7143,714100.00%359,141Mar 31, 2024
MQS MANAGEMENT LLC0.00%0.20%3,6473,647100.00%352,701Mar 31, 2024
NEWEDGE WEALTH, LLC0.00%0.01%3,4353,435100.00%341,130Mar 31, 2024
MISSION CREEK CAPITAL PARTNERS, INC.0.00%0.09%3,4343,434100.00%332,102Mar 31, 2024
SARGENT INVESTMENT GROUP, LLC0.00%0.07%3,2453,245100.00%313,824Mar 31, 2024
BBR PARTNERS, LLC0.00%0.02%3,1263,126100.00%302,315Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.00%0.00%3,0213,021100.00%292,000Mar 31, 2024
ARMISTICE CAPITAL, LLC0.00%0.00%2,8462,846100.00%275,237Mar 31, 2024
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC0.00%0.06%2,8422,842100.00%274,861Mar 31, 2024
IRONSIDES ASSET ADVISORS, LLC0.00%0.09%2,7442,744100.00%265,403Mar 31, 2024
PEARL RIVER CAPITAL, LLC0.00%0.04%2,6812,681100.00%259,280Mar 31, 2024
EAGLE CAPITAL MANAGEMENT, LLC0.00%0.12%2,6732,673100.00%259,000Mar 31, 2024
VERITY & VERITY, LLC0.00%0.03%2,6672,667100.00%243,382Mar 31, 2024
O'KEEFE STEVENS ADVISORY, INC.0.00%0.08%2,6402,640100.00%255,314Mar 31, 2024
CBOE VEST FINANCIAL, LLC0.00%0.01%2,6282,628100.00%254,154Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA0.00%0.02%2,6112,611100.00%252,510Mar 31, 2024
PROSPERITY CONSULTING GROUP, LLC0.00%0.03%2,5992,599100.00%251,354Mar 31, 2024
EXECUTIVE WEALTH MANAGEMENT, LLC0.00%0.02%2,5472,547100.00%244,708Mar 31, 2024
FIRST AMERICAN TRUST, FSB0.00%0.03%2,5342,534100.00%245,111Mar 31, 2024
CENTRAL BANK & TRUST CO0.00%0.03%2,5342,534100.00%245,061Mar 31, 2024

Duke Energy's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 983.80K shares, valued at $95.14M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HUDSON BAY CAPITAL MANAGEMENT LP----247,689-100.00%-Mar 31, 2024
ING GROEP NV----224,609-100.00%-Mar 31, 2024
ROYAL BANK OF CANADA----185,000-100.00%-Mar 31, 2024
YAUPON CAPITAL MANAGEMENT LP----151,200-100.00%-Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO----98,800-100.00%-Mar 31, 2024
GREYSTONE FINANCIAL GROUP, LLC----65,487-100.00%-Mar 31, 2024
BLUEFIN CAPITAL MANAGEMENT, LLC----60,800-100.00%-Mar 31, 2024
PORTFOLIO DESIGN LABS, LLC----42,750-100.00%-Mar 31, 2024
STEEL PEAK WEALTH MANAGEMENT LLC----37,497-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----37,000-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----31,600-100.00%-Mar 31, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC----23,940-100.00%-Mar 31, 2024
FJ INVESTMENTS, LLC----20,000-100.00%-Mar 31, 2024
SCISSORTAIL WEALTH MANAGEMENT, LLC----19,675-100.00%-Mar 31, 2024
GRAYHAWK INVESTMENT STRATEGIES INC.----18,318-100.00%-Mar 31, 2024
WEALTH ADVISORY SOLUTIONS, LLC----17,664-100.00%-Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD----14,630-100.00%-Mar 31, 2024
CHANNING CAPITAL MANAGEMENT, LLC----13,732-100.00%-Mar 31, 2024
MERIDIAN WEALTH MANAGEMENT, LLC----13,370-100.00%-Mar 31, 2024
HAP TRADING, LLC----13,300-100.00%-Mar 31, 2024
SUMMIT GLOBAL INVESTMENTS----10,588-100.00%-Mar 31, 2024
POINT72 EUROPE (LONDON) LLP----10,067-100.00%-Mar 31, 2024
GREAT LAKES RETIREMENT, INC.----9,108-100.00%-Mar 31, 2024
WILKINSON GLOBAL ASSET MANAGEMENT LLC----9,000-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----8,506-100.00%-Mar 31, 2024
GTS SECURITIES LLC----8,395-100.00%-Mar 31, 2024
MCIA INC----7,473-100.00%-Mar 31, 2024
DCM ADVISORS, LLC----7,000-100.00%-Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC----6,599-100.00%-Mar 31, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC----5,610-100.00%-Mar 31, 2024
GUNN & CO INVESTMENT MANAGEMENT, INC.----5,150-100.00%-Mar 31, 2024
HAMILTON POINT INVESTMENT ADVISORS, LLC----4,978-100.00%-Mar 31, 2024
KURE ADVISORY, LLC----4,803-100.00%-Mar 31, 2024
ANDRA AP-FONDEN----4,800-100.00%-Mar 31, 2024
ORACLE ALPHA INC.----4,691-100.00%-Mar 31, 2024
SCIENCAST MANAGEMENT LP----4,405-100.00%-Mar 31, 2024
3CHOPT INVESTMENT PARTNERS, LLC----4,210-100.00%-Mar 31, 2024
SENTRY INVESTMENT MANAGEMENT LLC----4,040-100.00%-Mar 31, 2024
POINT72 ASSET MANAGEMENT, L.P.----4,000-100.00%-Mar 31, 2024
JENNISON ASSOCIATES LLC----3,965-100.00%-Mar 31, 2024
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC----3,733-100.00%-Mar 31, 2024
OAK HILL WEALTH ADVISORS, LLC----3,478-100.00%-Mar 31, 2024
LEBENTHAL GLOBAL ADVISORS, LLC----3,473-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----3,364-100.00%-Mar 31, 2024
EDGESTREAM PARTNERS, L.P.----3,216-100.00%-Mar 31, 2024
TEAMWORK FINANCIAL ADVISORS, LLC----3,208-100.00%-Mar 31, 2024
MONTECITO BANK & TRUST----3,094-100.00%-Mar 31, 2024
ALETHEA CAPITAL MANAGEMENT, LLC----3,000-100.00%-Mar 31, 2024
TRUEPOINT, INC.----2,982-100.00%-Mar 31, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND----2,935-100.00%-Mar 31, 2024
WEALTHTRUST ASSET MANAGEMENT, LLC----2,821-100.00%-Mar 31, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /----2,685-100.00%-Mar 31, 2024
WATERLOO CAPITAL, L.P.----2,623-100.00%-Mar 31, 2024
ADVISOR RESOURCE COUNCIL----2,534-100.00%-Mar 31, 2024
BERKSHIRE BANK----2,516-100.00%-Mar 31, 2024
COOK WEALTH MANAGEMENT GROUP LLC----2,515-100.00%-Mar 31, 2024
CALTON & ASSOCIATES, INC.----2,501-100.00%-Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----2,492-100.00%-Mar 31, 2024
PARTNERS CAPITAL INVESTMENT GROUP, LLP----2,456-100.00%-Mar 31, 2024
FIDUCIARY ALLIANCE LLC----2,419-100.00%-Mar 31, 2024
ARMSTRONG, FLEMING & MOORE, INC----2,417-100.00%-Mar 31, 2024
ANNEX ADVISORY SERVICES, LLC----2,414-100.00%-Mar 31, 2024
RIVER WEALTH ADVISORS LLC----2,385-100.00%-Mar 31, 2024
BLUEPRINT INVESTMENT PARTNERS LLC----2,370-100.00%-Mar 31, 2024
BANK OF MARIN----2,355-100.00%-Mar 31, 2024
TWIN FOCUS CAPITAL PARTNERS, LLC----2,353-100.00%-Mar 31, 2024
EQIS CAPITAL MANAGEMENT, INC.----2,338-100.00%-Mar 31, 2024
APPLETON PARTNERS INC/MA----2,335-100.00%-Mar 31, 2024
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC----2,250-100.00%-Mar 31, 2024
CHARTER RESEARCH & INVESTMENT GROUP, INC.----2,225-100.00%-Mar 31, 2024
AAF WEALTH MANAGEMENT, LLC----2,225-100.00%-Mar 31, 2024
FORUM FINANCIAL MANAGEMENT, LP----2,216-100.00%-Mar 31, 2024
VALLEY BROOK CAPITAL GROUP, INC.----2,204-100.00%-Mar 31, 2024
REGENT PEAK WEALTH ADVISORS LLC----2,194-100.00%-Mar 31, 2024
WORTH ASSET MANAGEMENT, LLC----2,194-100.00%-Mar 31, 2024
ACCREDITED INVESTORS INC.----2,188-100.00%-Mar 31, 2024
FERMATA ADVISORS, LLC----2,162-100.00%-Mar 31, 2024
PRIEBE WEALTH HOLDINGS LLC----2,139-100.00%-Mar 31, 2024
ALTRIUS CAPITAL MANAGEMENT INC----2,138-100.00%-Mar 31, 2024
COASTLINE TRUST CO----2,125-100.00%-Mar 31, 2024
BENDER ROBERT & ASSOCIATES----2,080-100.00%-Mar 31, 2024
SFMG, LLC----2,069-100.00%-Mar 31, 2024
PENSIONMARK FINANCIAL GROUP, LLC----2,062-100.00%-Mar 31, 2024
CERCANO MANAGEMENT LLC----1,919-100.00%-Mar 31, 2024
WELLS FARGO & COMPANY/MN----1,900-100.00%-Mar 31, 2024
KAYNE ANDERSON CAPITAL ADVISORS LP----1,882-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----1,537-100.00%-Mar 31, 2024
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC----1,420-100.00%-Mar 31, 2024
PLANNED SOLUTIONS, INC.----1,340-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----1,237-100.00%-Mar 31, 2024
SECURITY NATIONAL BANK----1,116-100.00%-Mar 31, 2024
BLUE CHIP PARTNERS, LLC----1,096-100.00%-Mar 31, 2024
DIVIDEND ASSETS CAPITAL, LLC----955-100.00%-Mar 31, 2024
PLATINUM INVESTMENT MANAGEMENT LTD----909-100.00%-Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC----858-100.00%-Mar 31, 2024
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.----793-100.00%-Mar 31, 2024
AJOVISTA, LLC----694-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----499-100.00%-Mar 31, 2024
EDGEROCK CAPITAL LLC----411-100.00%-Mar 31, 2024
WEST TOWER GROUP, LLC----301-100.00%-Mar 31, 2024

Duke Energy's largest sold out institutional shareholder by shares sold is HUDSON BAY CAPITAL MANAGEMENT LP, sold -0.25M shares, valued at -, as of undefined.

Duke Energy Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC27.15%20,118,000--Jan 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC5.13%3,800,653--Jan 31, 2024
COPLEY FUND INC /NV/3.18%43,133--Nov 30, 2022
Matrix Advisors Funds Trust1.80%9,8008,200512.50%Mar 31, 2024
BANCROFT FUND LTD1.44%2,000,000--Dec 29, 2023
Duff & Phelps Utility & Infrastructure Fund Inc.1.44%250,30036,00016.80%Jan 31, 2024
ELLSWORTH GROWTH & INCOME FUND LTD1.43%2,000,000--Dec 29, 2023
MP63 FUND INC1.40%14,926-100-0.67%Feb 29, 2024
KAVILCO INC/WA/1.33%9,6959,695-Mar 31, 2021
VANGUARD VALLEY FORGE FUNDS1.09%535,391--Dec 31, 2023
Procure ETF Trust I0.95%335-61-15.40%Jan 31, 2022
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC0.95%750,000--Dec 29, 2023
JOHN HANCOCK PREFERRED INCOME FUND0.83%4,550,000--Jan 31, 2024
STEWARD FUNDS, INC.0.82%2,000,000--Jan 31, 2024
TRI-CONTINENTAL CORP0.82%4,500,000--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS II0.82%1,320,4781,174,985807.59%Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST0.81%20,000,000--Dec 31, 2023
JOHN HANCOCK PREFERRED INCOME FUND II0.77%3,350,000--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.69%234,23382,00053.86%Dec 31, 2023
REAVES UTILITY INCOME FUND0.69%611,000-295,000-32.56%Jan 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND III0.69%3,950,000--Jan 31, 2024
BlackRock Utilities, Infrastructure & Power Opportunities Trust0.65%140,01821,60018.24%Dec 31, 2023
Global Beta ETF Trust0.63%1,749986129.23%May 31, 2022
Manager Directed Portfolios0.61%100,000--Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.61%15,000,000--Dec 31, 2023
BNY MELLON VARIABLE INVESTMENT FUND0.56%135,000--Mar 31, 2024
MFS SERIES TRUST I0.55%10,752,768-468,867-4.18%Feb 29, 2024
LORD ABBETT AFFILIATED FUND INC0.55%775,939--Jan 31, 2024
ADAMS DIVERSIFIED EQUITY FUND, INC.0.54%176,500--Dec 31, 2023
Federated Hermes Equity Income Fund, Inc.0.54%79,412--Feb 29, 2024
SEI Exchange Traded Funds0.51%7,1285,366304.54%Dec 31, 2023
JOHN HANCOCK INVESTORS TRUST0.47%1,400,000--Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.0.47%494,000194,00064.67%Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.45%437,100--Feb 29, 2024
Manager Directed Portfolios0.43%70,000--Jan 31, 2024
Nuveen Core Equity Alpha Fund0.42%9,950--Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.42%10,350,000--Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.41%4,050,096-774,133-16.05%Feb 29, 2024
TETON WESTWOOD FUNDS0.39%250,000--Dec 29, 2023
GABELLI UTILITIES FUND0.38%271,300-13,138-4.62%Dec 29, 2023
SELECT SECTOR SPDR TRUST0.37%11,667,6766,5970.06%Dec 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST0.35%1,387--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.30%1,000,000--Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.29%18,165-481-2.58%Dec 31, 2023
GENERAL ELECTRIC RSP U.S. EQUITY FUND0.28%139,014--Mar 31, 2021
Kayne Anderson NextGen Energy & Infrastructure, Inc.0.28%75,800-66,800-46.84%Aug 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.27%5,050,000500,00010.99%Jan 31, 2024
ETF Managers Trust0.26%2,000,000--Dec 31, 2023
Gateway Trust0.26%420,516--Dec 31, 2023
FIRST TRUST SERIES FUND0.26%893,000--Jan 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.25%200,00063,00045.99%Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.25%7,000,000--Dec 31, 2023
SPDR S&P 500 ETF TRUST0.24%9,583,002985,08211.46%Dec 31, 2023
Index Funds0.24%2,038-222-9.82%Dec 31, 2023
PRUDENTIAL SECTOR FUNDS, INC.0.24%494,240--Feb 29, 2024
BNY Mellon Absolute Insight Funds, Inc.0.24%4,445,000--Jan 31, 2024
MFS SERIES TRUST VII0.23%37,654-327-0.86%Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.23%5,650,000--Dec 31, 2023
FRONTIER FUNDS, INC.0.22%98,1727100.73%Dec 31, 2023
OSI ETF Trust0.21%37,013--Mar 31, 2022
BNY Mellon Investment Funds VI0.21%275,000275,000-Feb 29, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.21%50,000--Mar 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.20%12,469--Feb 29, 2024
ETF Managers Trust0.19%1,500,000--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.19%5,618,052-67,912-1.19%Dec 31, 2023
Engine No. 1 ETF Trust0.19%11,115-267-2.35%Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.18%37,839--Feb 29, 2024
Trust for Advised Portfolios0.18%3,719,000--Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.18%30,321-315-1.03%Dec 31, 2023
USCA Fund Trust0.18%6,000--Sep 30, 2020
Clough Global Equity Fund0.17%10,800--Jan 31, 2024
BNY Mellon Absolute Insight Funds, Inc.0.17%3,262,000--Jan 31, 2024
GABELLI UTILITY TRUST0.17%72,700--Dec 29, 2023
RANGER FUNDS INVESTMENT TRUST0.17%3,943--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.16%1,696,691-193,905-10.26%Dec 31, 2023
Voya EQUITY TRUST0.16%234,851139,925147.40%Feb 29, 2024
Cohen & Steers MLP & Energy Opportunity Fund, Inc.0.16%8,6892,71145.35%Feb 29, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.16%3,527--Dec 29, 2023
Manager Directed Portfolios0.15%25,000--Jan 31, 2024
Manager Directed Portfolios0.15%25,000--Jan 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.15%164,600--Jan 31, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)0.15%1,993,424--Jan 31, 2024
John Hancock Tax-Advantaged Global Shareholder Yield Fund0.15%3,300-100-2.94%Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.14%470,000405,000623.08%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.14%1,220,000--Dec 31, 2023
Nuveen S&P 500 BuyWrite Income Fund0.14%104,377--Dec 31, 2023
JANUS ASPEN SERIES0.13%5,804,000--Dec 31, 2023
AMERICAN MUTUAL FUND0.13%1,242,628--Jan 31, 2024
John Hancock Hedged Equity & Income Fund0.13%12,839-354-2.68%Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.12%3,500,000--Dec 31, 2023
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC0.12%92,361--Dec 31, 2023
Vanguard Montgomery Funds0.12%4,821--Dec 31, 2023
MML Series Investment Fund II0.11%22,000,000--Dec 31, 2023
EIP INVESTMENT TRUST0.11%5,090-600-10.54%Jan 31, 2024
VANGUARD INDEX FUNDS0.11%50,337,834367,9600.74%Dec 31, 2023
CULLEN FUNDS TRUST0.11%248,481-93,451-27.33%Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.11%13,60413,604-Dec 31, 2023
Kayne Anderson Energy Infrastructure Fund, Inc.0.11%106,800--Feb 29, 2024
Brookfield Real Assets Income Fund Inc.0.11%1,285,000--Dec 31, 2023
MASSMUTUAL PREMIER FUNDS0.11%3,000,000--Dec 31, 2023

Duke Energy's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 20.12M shares, compromising 27.15% of its total assets.

Duke Energy Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 241,412-25.76%
31 Dec, 231,9026.38%
30 Sep, 231,788-0.94%
30 Jun, 231,805-0.55%
31 Mar, 231,815-1.25%
31 Dec, 221,8384.25%
30 Sep, 221,763-2.81%
30 Jun, 221,814-1.63%
31 Mar, 221,8442.39%
31 Dec, 211,8018.30%
30 Sep, 211,663-0.48%
30 Jun, 211,6710.97%
31 Mar, 211,6550.18%
31 Dec, 201,6527.06%
30 Sep, 201,5430.98%
30 Jun, 201,5280.99%
31 Mar, 201,513-3.45%
31 Dec, 191,5677.11%
30 Sep, 191,4631.25%
30 Jun, 191,445-1.83%
31 Mar, 191,4724.18%
31 Dec, 181,4137.29%
30 Sep, 181,317-2.44%
30 Jun, 181,3501.50%
31 Mar, 181,3300.08%
31 Dec, 171,3299.38%
30 Sep, 171,215-1.70%
30 Jun, 171,2361.98%
31 Mar, 171,2120.33%
31 Dec, 161,2086.06%
30 Sep, 161,139-1.98%
30 Jun, 161,1624.03%
31 Mar, 161,1172.76%
31 Dec, 151,0873.62%
30 Sep, 151,049-0.10%
30 Jun, 151,050-1.96%
31 Mar, 151,071-1.47%
31 Dec, 141,0877.62%
30 Sep, 141,0101.00%
30 Jun, 141,000-0.70%
31 Mar, 141,0073.18%
31 Dec, 139769.42%
30 Sep, 138921.48%
30 Jun, 13879146.22%
31 Mar, 133571.42%
31 Dec, 123528.31%
30 Sep, 12325432.79%
30 Jun, 1261916.67%
31 Mar, 126100.00%
31 Dec, 113-
30 Sep, 11350.00%
30 Jun, 112-
31 Mar, 112-33.33%
31 Dec, 10350.00%
30 Sep, 102-33.33%
30 Jun, 103200.00%
31 Mar, 101-
30 Sep, 081-
30 Jun, 081-
31 Dec, 071-
30 Jun, 071-
31 Mar, 071-
31 Dec, 061-
30 Sep, 061-
31 Mar, 871-

As of 31 Mar 24, 1,412 institutions are holding Duke Energy's shares, representing a decrease of -25.76% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24284,479,797-43.33%
31 Dec, 23501,972,5391.36%
30 Sep, 23495,215,9041.04%
30 Jun, 23490,118,380-0.03%
31 Mar, 23490,277,184-0.73%
31 Dec, 22493,891,3741.34%
30 Sep, 22487,345,8710.05%
30 Jun, 22487,090,4681.49%
31 Mar, 22479,930,420-0.02%
31 Dec, 21480,029,3430.79%
30 Sep, 21476,263,006-0.97%
30 Jun, 21480,913,392-0.22%
31 Mar, 21481,967,1631.92%
31 Dec, 20472,902,6171.32%
30 Sep, 20466,731,198-0.29%
30 Jun, 20468,090,068-0.40%
31 Mar, 20469,947,4310.57%
31 Dec, 19467,267,2866.63%
30 Sep, 19438,203,574-93.79%
30 Jun, 197,052,420,1481508.52%
31 Mar, 19438,441,629-0.75%
31 Dec, 18441,751,0194.25%
30 Sep, 18423,741,4751.08%
30 Jun, 18419,211,5961.43%
31 Mar, 18413,304,7173.65%
31 Dec, 17398,747,805-0.18%
30 Sep, 17399,473,5091.48%
30 Jun, 17393,629,0830.99%
31 Mar, 17389,785,1741.47%
31 Dec, 16384,127,813-1.86%
30 Sep, 16391,407,621-0.25%
30 Jun, 16392,397,465-2.79%
31 Mar, 16403,663,4778.32%
31 Dec, 15372,654,261-4.95%
30 Sep, 15392,054,4704.37%
30 Jun, 15375,640,522-3.56%
31 Mar, 15389,493,663-0.28%
31 Dec, 14390,575,4440.26%
30 Sep, 14389,563,6741.58%
30 Jun, 14383,514,4491.74%
31 Mar, 14376,965,344-0.19%
31 Dec, 13377,692,0900.38%
30 Sep, 13376,263,9545.98%
30 Jun, 13355,024,381215.86%
31 Mar, 13112,399,072-2.84%
31 Dec, 12115,679,6715.50%
30 Sep, 12109,648,068840.95%
30 Jun, 1211,652,8906976.68%
31 Mar, 12164,666194.94%
31 Dec, 1155,83029.47%
30 Sep, 1143,12328.38%
30 Jun, 1133,5893.08%
31 Mar, 1132,584-63.86%
31 Dec, 1090,167-54.69%
30 Sep, 10198,9890.15%
30 Jun, 10198,6891610.04%
31 Mar, 1011,619-
30 Sep, 0841,032-2.44%
30 Jun, 0842,057-
31 Dec, 0741,667-
30 Jun, 0738,420-9.47%
31 Mar, 0742,4371.85%
31 Dec, 0641,667-66.93%
30 Sep, 06126,000-
31 Mar, 872,274-

Duke Energy (DUK) has 284.48M shares outstanding as of 31 Mar 24, down -43.33% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2436.90%0.87%
31 Dec, 2365.11%1.58%
30 Sep, 2364.23%1.59%
30 Jun, 2363.65%1.57%
31 Mar, 2363.67%1.55%
31 Dec, 2264.14%1.60%
30 Sep, 2263.29%1.58%
30 Jun, 2263.26%1.63%
31 Mar, 2262.33%1.60%
31 Dec, 2162.42%1.63%
30 Sep, 2161.93%1.58%
30 Jun, 2162.54%1.59%
31 Mar, 2162.67%1.51%
31 Dec, 2064.34%1.60%
30 Sep, 2063.50%1.57%
30 Jun, 2063.69%1.55%
31 Mar, 2064.03%1.56%
31 Dec, 1964.10%1.77%
30 Sep, 1960.11%0.01%
30 Jun, 19968.74%26.63%
31 Mar, 1960.31%1.55%
31 Dec, 1862.39%1.77%
30 Sep, 1859.43%1.67%
30 Jun, 1859.63%1.72%
31 Mar, 1858.96%1.82%
31 Dec, 1756.88%1.75%
30 Sep, 1757.07%1.80%
30 Jun, 1756.23%1.81%
31 Mar, 1755.68%1.85%
31 Dec, 1654.88%1.70%
30 Sep, 1656.81%1.75%
30 Jun, 1656.95%1.66%
31 Mar, 1658.59%2.03%
31 Dec, 1553.70%1.65%
30 Sep, 1556.98%1.93%
30 Jun, 1554.28%1.79%
31 Mar, 1555.01%1.81%
31 Dec, 1455.17%1.82%
30 Sep, 1455.10%1.87%
30 Jun, 1454.25%1.90%
31 Mar, 1453.39%1.87%
31 Dec, 1353.50%1.88%
30 Sep, 1353.30%2.11%
30 Jun, 1350.29%19.78%
31 Mar, 1315.94%5.92%
31 Dec, 1216.41%6.67%
30 Sep, 1215.69%229.78%
30 Jun, 122.61%191636.59%
31 Mar, 120.04%23595.20%
31 Dec, 110.01%13296.91%
30 Sep, 110.01%16892.11%
30 Jun, 110.01%14100.00%
31 Mar, 110.01%1780.30%
31 Dec, 100.02%994.91%
30 Sep, 100.05%2196.04%
30 Jun, 100.05%631418.52%
31 Mar, 100.00%-
30 Sep, 080.01%9749.00%
30 Jun, 080.01%-
31 Dec, 070.01%-
30 Jun, 070.01%8942.57%
31 Mar, 070.01%8859.81%
31 Dec, 060.01%1177.41%
30 Sep, 060.03%-
31 Mar, 870.00%-

As of 31 Mar 24, Duke Energy is held by 36.90% institutional shareholders, representing a 0.87% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24668-23.83%
31 Dec, 238774.78%
30 Sep, 23837-3.68%
30 Jun, 23869-4.30%
31 Mar, 23908-6.87%
31 Dec, 2297510.29%
30 Sep, 22884-1.23%
30 Jun, 22895-7.83%
31 Mar, 22971-1.22%
31 Dec, 2198321.06%
30 Sep, 21812-1.69%
30 Jun, 218261.72%
31 Mar, 21812-0.12%
31 Dec, 2081316.98%
30 Sep, 20695-1.70%
30 Jun, 207072.02%
31 Mar, 20693-15.80%
31 Dec, 1982314.94%
30 Sep, 197166.39%
30 Jun, 19673-4.94%
31 Mar, 197082.91%
31 Dec, 1868829.08%
30 Sep, 18533-6.49%
30 Jun, 18570-4.68%
31 Mar, 18598-9.12%
31 Dec, 1765827.77%
30 Sep, 17515-3.92%
30 Jun, 17536-2.19%
31 Mar, 17548-5.84%
31 Dec, 1658211.49%
30 Sep, 16522-8.58%
30 Jun, 16571-0.70%
31 Mar, 1657510.36%
31 Dec, 1552113.02%
30 Sep, 154618.98%
30 Jun, 15423-9.42%
31 Mar, 15467-2.71%
31 Dec, 1448011.63%
30 Sep, 14430-1.15%
30 Jun, 14435-3.55%
31 Mar, 144519.20%
31 Dec, 134136.99%
30 Sep, 13386-41.43%
30 Jun, 13659280.92%
31 Mar, 13173-13.50%
31 Dec, 12200-24.81%
30 Sep, 12266350.85%
30 Jun, 12591375.00%
31 Mar, 124100.00%
31 Dec, 112-
30 Sep, 112-
30 Jun, 112-
31 Mar, 11--100.00%
31 Dec, 103200.00%
30 Sep, 101-66.67%
30 Jun, 103200.00%
31 Mar, 101-
30 Sep, 08--100.00%
30 Jun, 081-
31 Dec, 071-
30 Jun, 07--100.00%
31 Mar, 071-
31 Dec, 061-
30 Sep, 061-
31 Mar, 871-

668 institutional shareholders have increased their position in DUK stock as of 31 Mar 24 compared to 877 in the previous quarter (a -23.83% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24536-29.57%
31 Dec, 2376118.35%
30 Sep, 23643-1.23%
30 Jun, 236513.17%
31 Mar, 236318.79%
31 Dec, 225803.94%
30 Sep, 22558-5.90%
30 Jun, 225933.49%
31 Mar, 225733.06%
31 Dec, 215563.15%
30 Sep, 21539-1.64%
30 Jun, 21548-6.48%
31 Mar, 21586-2.01%
31 Dec, 20598-1.32%
30 Sep, 206065.76%
30 Jun, 20573-3.86%
31 Mar, 2059622.63%
31 Dec, 19486-2.80%
30 Sep, 19500-2.34%
30 Jun, 195122.61%
31 Mar, 194990.60%
31 Dec, 18496-6.24%
30 Sep, 18529-2.58%
30 Jun, 185432.84%
31 Mar, 1852818.92%
31 Dec, 17444-0.67%
30 Sep, 17447-1.32%
30 Jun, 174534.38%
31 Mar, 174342.84%
31 Dec, 164227.93%
30 Sep, 163913.17%
30 Jun, 163797.67%
31 Mar, 16352-7.61%
31 Dec, 153813.53%
30 Sep, 15368-13.62%
30 Jun, 154263.40%
31 Mar, 154120.98%
31 Dec, 1440811.48%
30 Sep, 14366-2.66%
30 Jun, 14376-4.08%
31 Mar, 14392-1.01%
31 Dec, 1339611.24%
30 Sep, 13356128.21%
30 Jun, 131566.85%
31 Mar, 1314631.53%
31 Dec, 12111141.30%
30 Sep, 1246-
30 Jun, 12--100.00%
31 Mar, 122-
31 Dec, 11--100.00%
30 Sep, 111-
30 Jun, 11--100.00%
31 Mar, 112-
31 Dec, 10--100.00%
30 Sep, 101-
30 Jun, 10--
31 Mar, 10--
30 Sep, 081-
30 Jun, 08--
31 Dec, 07--
30 Jun, 071-
31 Mar, 07--
31 Dec, 06--
30 Sep, 06--
31 Mar, 87--

536 institutional shareholders have reduced their position in DUK stock as of 31 Mar 24 compared to 761 in the previous quarter (a -29.57% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 241,412-25.76%284,479,797-43.33%36.90%0.87%668-23.83%536-29.57%
31 Dec, 231,9026.38%501,972,5391.36%65.11%1.58%8774.78%76118.35%
30 Sep, 231,788-0.94%495,215,9041.04%64.23%1.59%837-3.68%643-1.23%
30 Jun, 231,805-0.55%490,118,380-0.03%63.65%1.57%869-4.30%6513.17%
31 Mar, 231,815-1.25%490,277,184-0.73%63.67%1.55%908-6.87%6318.79%
31 Dec, 221,8384.25%493,891,3741.34%64.14%1.60%97510.29%5803.94%
30 Sep, 221,763-2.81%487,345,8710.05%63.29%1.58%884-1.23%558-5.90%
30 Jun, 221,814-1.63%487,090,4681.49%63.26%1.63%895-7.83%5933.49%
31 Mar, 221,8442.39%479,930,420-0.02%62.33%1.60%971-1.22%5733.06%
31 Dec, 211,8018.30%480,029,3430.79%62.42%1.63%98321.06%5563.15%
30 Sep, 211,663-0.48%476,263,006-0.97%61.93%1.58%812-1.69%539-1.64%
30 Jun, 211,6710.97%480,913,392-0.22%62.54%1.59%8261.72%548-6.48%
31 Mar, 211,6550.18%481,967,1631.92%62.67%1.51%812-0.12%586-2.01%
31 Dec, 201,6527.06%472,902,6171.32%64.34%1.60%81316.98%598-1.32%
30 Sep, 201,5430.98%466,731,198-0.29%63.50%1.57%695-1.70%6065.76%
30 Jun, 201,5280.99%468,090,068-0.40%63.69%1.55%7072.02%573-3.86%
31 Mar, 201,513-3.45%469,947,4310.57%64.03%1.56%693-15.80%59622.63%
31 Dec, 191,5677.11%467,267,2866.63%64.10%1.77%82314.94%486-2.80%
30 Sep, 191,4631.25%438,203,574-93.79%60.11%0.01%7166.39%500-2.34%
30 Jun, 191,445-1.83%7,052,420,1481508.52%968.74%26.63%673-4.94%5122.61%
31 Mar, 191,4724.18%438,441,629-0.75%60.31%1.55%7082.91%4990.60%
31 Dec, 181,4137.29%441,751,0194.25%62.39%1.77%68829.08%496-6.24%
30 Sep, 181,317-2.44%423,741,4751.08%59.43%1.67%533-6.49%529-2.58%
30 Jun, 181,3501.50%419,211,5961.43%59.63%1.72%570-4.68%5432.84%
31 Mar, 181,3300.08%413,304,7173.65%58.96%1.82%598-9.12%52818.92%
31 Dec, 171,3299.38%398,747,805-0.18%56.88%1.75%65827.77%444-0.67%
30 Sep, 171,215-1.70%399,473,5091.48%57.07%1.80%515-3.92%447-1.32%
30 Jun, 171,2361.98%393,629,0830.99%56.23%1.81%536-2.19%4534.38%
31 Mar, 171,2120.33%389,785,1741.47%55.68%1.85%548-5.84%4342.84%
31 Dec, 161,2086.06%384,127,813-1.86%54.88%1.70%58211.49%4227.93%
30 Sep, 161,139-1.98%391,407,621-0.25%56.81%1.75%522-8.58%3913.17%
30 Jun, 161,1624.03%392,397,465-2.79%56.95%1.66%571-0.70%3797.67%
31 Mar, 161,1172.76%403,663,4778.32%58.59%2.03%57510.36%352-7.61%
31 Dec, 151,0873.62%372,654,261-4.95%53.70%1.65%52113.02%3813.53%
30 Sep, 151,049-0.10%392,054,4704.37%56.98%1.93%4618.98%368-13.62%
30 Jun, 151,050-1.96%375,640,522-3.56%54.28%1.79%423-9.42%4263.40%
31 Mar, 151,071-1.47%389,493,663-0.28%55.01%1.81%467-2.71%4120.98%
31 Dec, 141,0877.62%390,575,4440.26%55.17%1.82%48011.63%40811.48%
30 Sep, 141,0101.00%389,563,6741.58%55.10%1.87%430-1.15%366-2.66%
30 Jun, 141,000-0.70%383,514,4491.74%54.25%1.90%435-3.55%376-4.08%
31 Mar, 141,0073.18%376,965,344-0.19%53.39%1.87%4519.20%392-1.01%
31 Dec, 139769.42%377,692,0900.38%53.50%1.88%4136.99%39611.24%
30 Sep, 138921.48%376,263,9545.98%53.30%2.11%386-41.43%356128.21%
30 Jun, 13879146.22%355,024,381215.86%50.29%19.78%659280.92%1566.85%
31 Mar, 133571.42%112,399,072-2.84%15.94%5.92%173-13.50%14631.53%
31 Dec, 123528.31%115,679,6715.50%16.41%6.67%200-24.81%111141.30%
30 Sep, 12325432.79%109,648,068840.95%15.69%229.78%266350.85%46-
30 Jun, 1261916.67%11,652,8906976.68%2.61%191636.59%591375.00%--100.00%
31 Mar, 126100.00%164,666194.94%0.04%23595.20%4100.00%2-
31 Dec, 113-55,83029.47%0.01%13296.91%2---100.00%
30 Sep, 11350.00%43,12328.38%0.01%16892.11%2-1-
30 Jun, 112-33,5893.08%0.01%14100.00%2---100.00%
31 Mar, 112-33.33%32,584-63.86%0.01%1780.30%--100.00%2-
31 Dec, 10350.00%90,167-54.69%0.02%994.91%3200.00%--100.00%
30 Sep, 102-33.33%198,9890.15%0.05%2196.04%1-66.67%1-
30 Jun, 103200.00%198,6891610.04%0.05%631418.52%3200.00%--
31 Mar, 101-11,619-0.00%-1---
30 Sep, 081-41,032-2.44%0.01%9749.00%--100.00%1-
30 Jun, 081-42,057-0.01%-1---
31 Dec, 071-41,667-0.01%-1---
30 Jun, 071-38,420-9.47%0.01%8942.57%--100.00%1-
31 Mar, 071-42,4371.85%0.01%8859.81%1---
31 Dec, 061-41,667-66.93%0.01%1177.41%1---
30 Sep, 061-126,000-0.03%-1---
31 Mar, 871-2,274-0.00%-1---

Duke Energy Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024GOOD LYNN Jdirector, officer Chair & CEOS-SaleSell15,000$103.30$1.55M437,464
May 15, 2024MCKEE E MARIEdirector-S-SaleSell1,695$102.31$173.42K3
May 13, 2024JANSON JULIA Sofficer EVP ExtAffairs&PresCarolinasS-SaleSell10,000$102.79$1.03M68,657
May 13, 2024Renjel Louis E.officer EVP, Chief Corporate AffairsS-SaleSell1,200$102.86$123.43K20,424

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024GOOD LYNN Jdirector, officer Chair & CEOS-SaleSell15,000$103.30$1.55M437,464
May 16, 2024GOOD LYNN Jdirector, officer Chair & CEOG-GiftSell15,000--422,464
May 15, 2024MCKEE E MARIEdirector-S-SaleSell1,695$102.31$173.42K3
May 13, 2024JANSON JULIA Sofficer EVP ExtAffairs&PresCarolinasS-SaleSell10,000$102.79$1.03M68,657
May 13, 2024Renjel Louis E.officer EVP, Chief Corporate AffairsS-SaleSell1,200$102.86$123.43K20,424
May 07, 2024Renjel Louis E.officer EVP, Chief Corporate AffairsF-InKindSell100$100.26$10.03K21,624

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024GOOD LYNN Jdirector, officer Chair & CEOS-SaleSell15,000$103.30$1.55M437,464
May 16, 2024GOOD LYNN Jdirector, officer Chair & CEOG-GiftSell15,000--422,464
May 15, 2024MCKEE E MARIEdirector-S-SaleSell1,695$102.31$173.42K3
May 14, 2024Glenn Robert Alexanderofficer EVP & CEO DEF & MidwestI-DiscretionaryBuy2,708--2,708
May 13, 2024JANSON JULIA Sofficer EVP ExtAffairs&PresCarolinasS-SaleSell10,000$102.79$1.03M68,657
May 13, 2024Renjel Louis E.officer EVP, Chief Corporate AffairsS-SaleSell1,200$102.86$123.43K20,424
May 13, 2024Webster William E. Jr.director-A-AwardBuy1,698--16,787
May 13, 2024SKAINS THOMAS Edirector-A-AwardBuy1,698--7,082
May 13, 2024Pacilio Michael J.director-A-AwardBuy1,698--5,287
May 13, 2024MCKEE E MARIEdirector-A-AwardBuy1,698$103.02$175.00K1,698
May 13, 2024Kesner Idalene Faydirector-A-AwardBuy1,698--5,287
May 13, 2024Herron John Tdirector-A-AwardBuy1,698$103.02$175.00K31,328
May 13, 2024FANANDAKIS NICHOLAS Cdirector-A-AwardBuy1,698--7,632
May 13, 2024Dunbar Webster Roydirector-A-AwardBuy1,698--5,287
May 13, 2024DORSA CAROLINEdirector-A-AwardBuy1,698$103.02$175.00K9,514
May 13, 2024Davis Robert Mdirector-A-AwardBuy1,698$103.02$175.00K11,053
May 13, 2024CRAVER THEODORE F JRdirector-A-AwardBuy1,698$103.02$175.00K14,360
May 13, 2024CLAYTON ANNETTE Kdirector-A-AwardBuy1,698--11,617
May 13, 2024Burks Derrickdirector-A-AwardBuy1,698--5,598
May 07, 2024Renjel Louis E.officer EVP, Chief Corporate AffairsF-InKindSell100$100.26$10.03K21,624

The last insider sell of Duke Energy's stock was made by GOOD LYNN J on May 16 2024, selling 15,000 shares at $103.30 per share (valued at $1.55M).

Duke Energy Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241411127.27%
Q1 2024244751.06%
Q4 202322100.00%
Q3 20232366.67%
Q2 2023145280.00%
Q1 2023235244.23%
Q4 20224580.00%
Q3 20224850.00%
Q2 20222412200.00%
Q1 2022325954.24%
Q4 202183266.67%
Q3 202141400.00%
Q2 20211912158.33%
Q1 2021284365.12%
Q4 202061600.00%
Q3 202042200.00%
Q2 20201711154.55%
Q1 2020366060.00%
Q4 20198988.89%
Q3 201951241.67%

14 total buy trades, and 11 total sell trades (buy/sell ratio of 1.27%) were made by Duke Energy's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-4-
Q1 2024-1-
Q4 2023-1-
Q3 2023-2-
Q2 2023---
Q1 2023-2-
Q4 2022-4-
Q3 2022-8-
Q2 2022-5-
Q1 2022-12-
Q4 2021-2-
Q3 2021-1-
Q2 2021-4-
Q1 2021-4-
Q4 2020-1-
Q3 2020-1-
Q2 2020-5-
Q1 2020-12-
Q4 2019-3-
Q3 2019-12-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Duke Energy's stocks.

Duke Energy Peer Ownership


TickerCompany
AEPAmerican Electric Power Company, Inc.
NEENextEra Energy, Inc.
DDominion Energy, Inc.
SOThe Southern Company
EDConsolidated Edison, Inc.
EXCExelon Corporation
EIXEdison International

DUK Ownership FAQ


Duke Energy is owned by institutional shareholders (36.90%), insiders (0.13%), and public (62.97%). The largest institutional shareholder of Duke Energy is VANGUARD GROUP INC (9.17% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (27.15% of total shares).

Duke Energy's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, WELLINGTON MANAGEMENT GROUP LLP, and MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The top five shareholders own together 26.56% of the company's share outstanding.

As of Mar 2024, there are 1,412 institutional shareholders of Duke Energy.

VANGUARD GROUP INC owns 70.68M shares of Duke Energy, representing 9.17% of the company's total shares outstanding, valued at $6.84B (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 56.85M shares of Duke Energy (DUK), compromising 7.37% of the company, valued at $5.5B.

STATE STREET CORP is the third largest holder of Duke Energy. The company owns 38.46M of the company's shares outstanding (worth $3.72B).