Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 67.73% institutional investors, 0.12% insiders, and 32.15% retail investors. Vanguard group is the largest institutional shareholder, holding 10.06% of DUK shares. Vanguard Total Stock Mkt Idx Inv 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 | 67.73% | 0.12% | 32.15% |
| Sector | Utilities Stocks | 42.99% | 8.09% | 48.92% |
| Idea | Nuclear Energy Stocks List | 53.27% | 2.18% | 44.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 78.26M | 10.06% | $9.17B |
| Blackrock funding, inc. /de | 69.32M | 8.92% | $9.08B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 44.53M | 5.73% | $5.83B |
| Lombard odier asset management (europe) | 34.95M | 4.50% | $37.56M |
| Geode capital management | 20.05M | 2.58% | $2.64B |
| Massachusetts financial services co /ma/ | 14.39M | 1.85% | $1.90B |
| Morgan stanley | 12.68M | 1.63% | $1.66B |
| Fmr | 10.75M | 1.38% | $1.41B |
| Franklin resources | 10.37M | 1.33% | $1.36B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Reliant investment partners | 59.85K | 6.49% | $7.84M |
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Bruce | 145.82K | 5.46% | $19.09M |
| Cincinnati casualty | 66.30K | 4.53% | $8.68M |
| Bcwm | 114.88K | 4.26% | $15.04M |
| Canal insurance | 150.17K | 4.22% | $19.66M |
| Edgar lomax co/va | 375.89K | 3.51% | $49.22M |
| Eliot finkel investment counsel | 47.61K | 3.39% | $6.23M |
| Constitution capital | 50.71K | 3.32% | $6.64M |
| Hfr wealth management | 97.72K | 3.14% | $12.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M |
| Vanguard fiduciary trust | 4.38M | 0.15% | 4.38M |
| Janus henderson group | 2.74M | 0.18% | 2.68M |
| Franklin resources | 10.37M | 0.33% | 2.13M |
| Vanguard group | 78.26M | 0.13% | 1.96M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 6.62M | 0.16% | -5.99M |
| Groupama asset managment | - | - | -2.20M |
| Gqg partners | 7.80M | 1.62% | -1.74M |
| Massachusetts financial services co /ma/ | 14.39M | 0.64% | -1.65M |
| Exoduspoint capital management, lp | - | - | -1.52M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M | $37.56M |
| Vanguard fiduciary trust | 4.38M | 0.15% | 4.38M | $573.14M |
| Vanguard global advisers | 1.76M | 0.12% | 1.76M | $230.71M |
| Vanguard asset management | 1.46M | 0.17% | 1.46M | $191.14M |
| Sarasin & partners llp | 1.11M | 1.78% | 1.11M | $145.67M |
Sold Out
| Holder | Change |
|---|---|
| Arcadia investment management corp/mi | -1.00 |
| Ross\johnson & associates | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 2,274 | 2.48% | 524,702,088 | 2.83% | 67 | 1.55% | 1,139 | -0.26% | 762 | 5.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 24.80M | 3.18% | 89.53K |
| Vanguard US Total Market Shares ETF | 24.46M | 3.15% | 8.71K |
| Vanguard 500 Index Investor | 20.16M | 2.59% | 361.96K |
| State Street®UtilSelSectSPDR®ETF | 12.87M | 1.65% | -11.30K |
| The Utilities Select Sector SPDR® ETF | 12.59M | 1.62% | -10.15K |
| iShares Core S&P 500 ETF | 10.06M | 1.29% | 29.51K |
| Fidelity 500 Index | 9.93M | 1.28% | 34.63K |
| SPDR® S&P 500 ETF | 9.65M | 1.24% | -96.11K |
| 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 |
|---|---|---|---|---|
| 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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