Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 22.97% institutional investors, 0.13% insiders, and 76.90% retail investors. Vanguard group is the largest institutional shareholder, holding 10.06% 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 | 22.97% | 0.13% | 76.90% |
| Sector | Utilities Stocks | 40.16% | 8.12% | 51.72% |
| Idea | Nuclear Energy Stocks List | 51.85% | 3.18% | 44.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 78.26M | 10.06% | $9.17B |
| Blackrock funding, inc. /de | 67.25M | 8.65% | $8.32B |
| 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 | 19.06M | 2.45% | $2.36B |
| 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 | 12.45M | 1.60% | $1.54B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Reliant investment partners | 63.41K | 6.14% | $7.83M |
| Bruce | 155.82K | 5.97% | $19.28M |
| Canal insurance | 150.17K | 4.27% | $17.60M |
| Cincinnati casualty | 66.30K | 4.17% | $8.20M |
| Bcwm | 109.51K | 4.06% | $13.55M |
| Liberty one investment management | 522.14K | 3.63% | $64.63M |
| Capital & planning | 46.98K | 3.59% | $5.81M |
| Eliot finkel investment counsel | 47.64K | 3.42% | $5.58M |
| Ausbil investment management | 44.19K | 2.94% | $5.18M |
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 | 58.48M | 0.13% | 1.63M |
| Millennium management | 1.62M | 0.09% | 1.56M |
| Omers administration | 2.36M | 2.10% | 892.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Groupama asset managment | - | - | -2.20M |
| Exoduspoint capital management, lp | - | - | -1.52M |
| Neuberger berman group | 869.91K | 0.08% | -901.96K |
| Massachusetts financial services co /ma/ | 16.04M | 0.61% | -825.10K |
| Barclays | 2.35M | 0.06% | -679.48K |
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 |
| Sageguard financial group | 96.85K | 1.81% | 96.85K | $11.35B |
| Morningstar investment management | 81.71K | 0.37% | 81.71K | $10.11M |
| 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 |
| Breakwater investment management | -4.00 |
| Bear mountain capital | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 2,071 | 3.76% | 518,648,592 | 2.74% | 67 | 1.57% | 971 | 3.74% | 766 | 5.36% |
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 | 12.59M | 1.62% | -10.15K |
| Fidelity 500 Index | 9.85M | 1.27% | 4.22K |
| 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 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 |
|---|---|---|---|---|
| Nov 19, 2025 | Glenn Robert Alexander | EVP & Chief Legal Officer | Sell | $1.02M |
| Nov 18, 2025 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | Sell | $100.52K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 5 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 3 |
DUK Ownership FAQ
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