Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 19.01% institutional investors, 0.13% insiders, and 80.86% 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 3.16% of its assets in Duke Energy shares.
DUK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Duke Energy | 19.01% | 0.13% | 80.86% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
| Idea | Nuclear Energy Stocks List | 45.92% | 5.47% | 48.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 78.26M | 10.06% | $9.17B |
| Blackrock funding, inc. /de | 68.89M | 8.87% | $8.07B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 42.26M | 5.44% | $5.23B |
| Lombard odier asset management (europe) | 34.95M | 4.50% | $37.56M |
| Geode capital management | 19.29M | 2.48% | $2.27B |
| Massachusetts financial services co /ma/ | 16.04M | 2.06% | $1.88B |
| Wellington management group llp | 13.05M | 1.68% | $1.61B |
| Fmr | 12.93M | 1.66% | $1.60B |
| Morgan stanley | 12.34M | 1.59% | $1.45B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Bruce | 155.82K | 5.97% | $19.28M |
| Reliant investment partners | 62.48K | 5.75% | $7.32M |
| Canal insurance | 150.17K | 4.27% | $17.60M |
| Cincinnati casualty | 66.30K | 3.94% | $7.77M |
| Bcwm | 112.11K | 3.93% | $13.14M |
| Liberty one investment management | 522.14K | 3.63% | $64.63M |
| Eliot finkel investment counsel | 47.64K | 3.42% | $5.58M |
| Ausbil investment management | 44.19K | 2.94% | $5.18M |
| Keene & associates | 33.27K | 2.88% | $3.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M |
| Vanguard group | 78.26M | 0.13% | 1.96M |
| Blackrock funding, inc. /de | 68.89M | 0.14% | 1.65M |
| Blackrock | 58.48M | 0.13% | 1.63M |
| Millennium management | 1.62M | 0.09% | 1.56M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Groupama asset managment | - | - | -2.20M |
| Exoduspoint capital management, lp | - | - | -1.52M |
| Goldman sachs group | 4.26M | 0.06% | -1.01M |
| Neuberger berman group | 869.91K | 0.08% | -901.96K |
| Massachusetts financial services co /ma/ | 16.04M | 0.61% | -825.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lombard odier asset management (europe) | 34.95M | 1.90% | 34.95M | $37.56M |
| United capital management of ks | 117.30K | 1.97% | 117.30K | $14.52M |
| Cibc world markets | 112.85K | 0.06% | 112.85K | $13.23M |
| Sageguard financial group | 96.85K | 1.81% | 96.85K | $11.35B |
| Axa investment managers | 42.16K | 0.01% | 42.16K | $5.22M |
Sold Out
| Holder | Change |
|---|---|
| Brown, lisle/cummings | -1.00 |
| Mendota financial group | -1.00 |
| Bellwether advisors | -1.00 |
| Bear mountain capital | -4.00 |
| Breakwater investment management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 2,103 | -0.10% | 508,306,171 | -2.15% | 65 | 1.45% | 1,066 | 7.89% | 694 | -10.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 24.56M | 3.16% | 116.64K |
| Vanguard US Total Market Shares ETF | 24.46M | 3.15% | 8.71K |
| Vanguard 500 Index Investor | 19.81M | 2.55% | 123.73K |
| State Street®UtilSelSectSPDR®ETF | 12.85M | 1.65% | - |
| The Utilities Select Sector SPDR® ETF | 12.59M | 1.62% | -10.15K |
| iShares Core S&P 500 ETF | 9.91M | 1.27% | 1.89M |
| Fidelity 500 Index | 9.83M | 1.26% | 13.97K |
| 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 |
|---|---|---|---|---|
| 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 |
| Feb 20, 2026 | Repko Regis T. | SVP, System Planning&Construct | Sell | $556.54K |
| Feb 12, 2026 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | Sell | $868.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
DUK Ownership FAQ
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