Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 70.81% institutional investors, 0.13% insiders, and 29.06% retail investors. Vanguard group is the largest institutional shareholder, holding 10.06% of DUK shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 3.18% of its assets in Duke Energy shares.
DUK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Duke Energy | 70.81% | 0.13% | 29.06% |
| Sector | Utilities Stocks | 155.89% | 6.97% | -62.86% |
| Idea | Nuclear Energy Stocks List | 80.91% | 1.82% | 17.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 78.26M | 10.06% | $9.17B |
| Blackrock funding, inc. /de | 70.54M | 9.07% | $8.93B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| Vanguard capital management | 50.84M | 6.53% | $6.44B |
| State street | 44.95M | 5.78% | $5.69B |
| Lombard odier asset management (europe) | 34.95M | 4.50% | $37.56M |
| Geode capital management | 20.37M | 2.62% | $2.60B |
| Morgan stanley | 13.11M | 1.68% | $1.66B |
| Massachusetts financial services co /ma/ | 12.74M | 1.64% | $1.63B |
| Franklin resources | 10.54M | 1.35% | $1.33B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Reliant investment partners | 62.26K | 5.36% | $7.88M |
| Bruce | 144.82K | 4.96% | $18.33M |
| Cincinnati casualty | 66.30K | 4.45% | $8.39M |
| Bcwm | 116.09K | 4.30% | $14.69M |
| Canal insurance | 150.17K | 4.17% | $19.01M |
| Edgar lomax co/va | 344.98K | 3.26% | $43.67M |
| Mayflower financial advisors | 290.80K | 3.18% | $36.81M |
| Liberty one investment management | 230.76K | 2.92% | $29.21M |
| Hfr wealth management | 93.90K | 2.90% | $11.89M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M |
| Sixth street partners management company | 9.23M | 0.16% | 9.23M |
| Janus henderson group | 2.74M | 0.18% | 2.68M |
| Vanguard group | 78.26M | 0.13% | 1.96M |
| Blackrock | 58.48M | 0.13% | 1.63M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Groupama asset managment | - | - | -2.20M |
| Massachusetts financial services co /ma/ | 12.74M | 0.52% | -1.65M |
| Exoduspoint capital management, lp | - | - | -1.52M |
| Gqg partners | 6.50M | 1.53% | -1.30M |
| Fmr | 9.70M | 0.05% | -1.05M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M | $37.56M |
| Sixth street partners management company | 9.23M | 0.16% | 9.23M | $1.17B |
| Bridgewater associates, lp | 442.10K | 0.23% | 442.10K | $55.96M |
| Heritage wealth advisors | 251.43K | 1.09% | 251.43K | $31.83M |
| Thomasville national bank | 245.60K | 1.71% | 245.60K | $31.09M |
Sold Out
| Holder | Change |
|---|---|
| Arcadia investment management corp/mi | -1.00 |
| Retirement wealth solutions | -1.00 |
| Bellwether advisors | -1.00 |
| Mendota financial group | -1.00 |
| Bear mountain capital | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 2,507 | -1.03% | 550,916,110 | 2.03% | 70 | 1.47% | 1,290 | -3.08% | 806 | -2.42% |
| Mar 31, 2026 | 2,455 | 0.70% | 526,255,862 | -1.94% | 67 | 1.42% | 1,288 | 1.98% | 801 | -3.14% |
| Dec 31, 2025 | 1,307 | -45.18% | 147,904,993 | -73.91% | 19 | 0.36% | 673 | -44.93% | 458 | -39.42% |
| Sep 30, 2025 | 1,508 | -34.52% | 178,493,528 | -66.22% | 22 | 0.50% | 785 | -33.64% | 479 | -34.92% |
| Jun 30, 2025 | 2,269 | -1.39% | 544,466,488 | 3.42% | 70 | 1.53% | 1,163 | 1.13% | 722 | -6.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 24.77M | 3.18% | 68.61K |
| Vanguard Morn Total Stk Mkt Idx Investor | 24.70M | 3.17% | -48.33K |
| Vanguard Total Stock Mkt Idx Inv | 24.70M | 3.17% | -48.33K |
| Vanguard US Total Market Shares ETF | 24.46M | 3.15% | 8.71K |
| Vanguard 500 Index Investor | 20.47M | 2.63% | 215.07K |
| State Street®UtilSelSectSPDR®ETF | 12.96M | 1.66% | 87.43K |
| The Utilities Select Sector SPDR® ETF | 12.59M | 1.62% | -10.15K |
| iShares Core S&P 500 ETF | 10.52M | 1.35% | 16.76K |
| Fidelity 500 Index | 10.00M | 1.28% | 49.19K |
| SPDR® S&P 500 ETF | 9.65M | 1.24% | -96.11K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | Sell | $438.02K |
| May 08, 2026 | Sideris Harry K. | President, CEO | Sell | $2.49M |
| Feb 24, 2026 | Repko Regis T. | SVP, System Planning&Construct | Sell | $123.00K |
| Feb 23, 2026 | Savoy Brian D | EVP & CFO | Sell | $1.11M |
| Feb 23, 2026 | Savoy Brian D | EVP & CFO | Sell | $419.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | - |
DUK Ownership FAQ
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