Duke Energy Ownership 2024 | Who Owns Duke Energy Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

36.90%

Insider Ownership

0.14%

Retail Ownership

62.97%

Institutional Holders

1.41K

Duke Energy Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	9.17%	0.14%	70,675,702	324,289	0.46%	6,835,047,140	Mar 31, 2024
BLACKROCK INC.	7.37%	0.13%	56,852,101	-1,171,889	-2.02%	5,498,166,662	Mar 31, 2024
STATE STREET CORP	4.99%	0.17%	38,462,060	-3,233,561	-7.76%	3,719,665,823	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	2.62%	0.35%	20,165,622	-2,578,324	-11.34%	1,950,217,304	Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.41%	0.54%	18,606,574	-92,910	-0.50%	1,799,441,772	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.15%	0.15%	16,552,410	1,118,212	7.25%	1,601,366,499	Mar 31, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	1.49%	0.25%	11,493,340	352,320	3.16%	1,111,520,911	Mar 31, 2024
MORGAN STANLEY	1.41%	0.08%	10,895,970	510,595	4.92%	1,053,749,475	Mar 31, 2024
BANK OF AMERICA CORP /DE/	1.14%	0.08%	8,807,246	352,495	4.17%	851,748,807,000	Mar 31, 2024
ROYAL BANK OF CANADA	1.13%	0.19%	8,704,620	-186,076	-2.09%	841,824,000	Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.12%	0.19%	8,606,139	90,751	1.07%	802,007,949	Mar 31, 2024
FRANKLIN RESOURCES INC	1.11%	0.26%	8,549,615	436,172	5.38%	826,833,258	Mar 31, 2024
LEGAL & GENERAL GROUP PLC	1.04%	0.18%	7,998,719	-31,520	-0.39%	773,554,709	Mar 31, 2024
FMR LLC	1.02%	0.05%	7,899,968	-3,381,982	-29.98%	764,005,934	Mar 31, 2024
NORTHERN TRUST CORP	0.98%	0.13%	7,521,230	-150,411	-1.96%	727,378,154	Mar 31, 2024
AMERICAN CENTURY COMPANIES INC	0.83%	0.39%	6,363,361	843,618	15.28%	615,400,672	Mar 31, 2024
FEDERATED HERMES, INC.	0.72%	1.24%	5,575,016	-193,471	-3.35%	539,159,798	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	0.68%	0.10%	5,240,349	-281,595	-5.10%	506,794,173	Mar 31, 2024
NEUBERGER BERMAN GROUP LLC	0.65%	0.40%	4,997,386	-1,495,291	-23.03%	483,174,239	Mar 31, 2024
INVESCO LTD.	0.59%	0.09%	4,550,951	-185,273	-3.91%	440,122,490	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
MAPLE-BROWN ABBOTT LTD	0.13%	9.66%	973,160	-21,500	-2.16%	94,114,000	Mar 31, 2024
BRUCE & CO., INC.	0.03%	6.54%	203,890	-	-	19,718,202	Mar 31, 2024
BCWM, LLC	0.02%	3.92%	117,877	-4,173	-3.42%	11,399,890	Mar 31, 2024
CANAL INSURANCE CO	0.02%	3.72%	150,166	-	-	14,523,000	Mar 31, 2024
KESSLER INVESTMENT GROUP, LLC	0.01%	3.68%	61,433	61,433	100.00%	5,941,185	Mar 31, 2024
CINCINNATI CASUALTY CO	0.01%	3.51%	66,300	-	-	6,411,873	Mar 31, 2024
PEREGRINE ASSET ADVISERS, INC.	0.01%	3.49%	90,443	78,853	680.35%	8,746,729	Mar 31, 2024
CLARITY FINANCIAL LLC	0.03%	3.48%	237,832	12,971	5.77%	23,000,706	Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC	0.01%	3.43%	49,037	49,037	100.00%	4,823,279	Mar 31, 2024
ELIOT FINKEL INVESTMENT COUNSEL, LLC	0.01%	3.15%	50,459	-900	-1.75%	4,879,890	Mar 31, 2024
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	0.03%	2.94%	268,628	5,504	2.09%	25,979,035	Mar 31, 2024
DECADE RENEWABLE PARTNERS LP	0.01%	2.85%	55,682	55,682	100.00%	5,385,006	Mar 31, 2024
INSIGHT FOLIOS INC	0.01%	2.67%	68,229	2,107	3.19%	6,598,443	Mar 31, 2024
CULLEN CAPITAL MANAGEMENT, LLC	0.31%	2.60%	2,411,631	511,040	26.89%	233,228,850	Mar 31, 2024
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	0.00%	2.45%	30,972	8,015	34.91%	2,995,310	Mar 31, 2024
KEENE & ASSOCIATES, INC.	0.00%	2.39%	33,158	700	2.16%	3,206,710	Mar 31, 2024
SLOCUM, GORDON & CO LLP	0.00%	2.34%	32,623	-	-	3,154,963	Mar 31, 2024
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	0.01%	2.29%	74,178	-7,714	-9.42%	7,173,729	Mar 31, 2024
OLD NORTH STATE TRUST, LLC	0.00%	2.18%	26,693	26,693	100.00%	2,581,000	Mar 31, 2024
CARSON ADVISORY INC.	0.00%	2.17%	31,897	99	0.31%	3,084,768	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	2.15%	0.15%	16,552,410	1,118,212	7.25%	1,601,366,499	Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.14%	0.81%	1,098,157	1,098,157	100.00%	106,203,000	Mar 31, 2024
COHEN & STEERS, INC.	0.17%	0.27%	1,346,147	1,068,963	385.65%	130,186,000	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	0.02%	983,800	983,800	100.00%	95,143,298	Mar 31, 2024
MARSHALL WACE, LLP	0.14%	0.16%	1,084,624	975,342	892.50%	104,893,987	Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.	0.11%	0.20%	882,552	861,854	4163.95%	85,351,604	Mar 31, 2024
AMERICAN CENTURY COMPANIES INC	0.83%	0.39%	6,363,361	843,618	15.28%	615,400,672	Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC	0.15%	0.12%	1,123,533	738,441	191.76%	108,656,877	Mar 31, 2024
MACKENZIE FINANCIAL CORP	0.16%	0.17%	1,239,225	715,838	136.77%	119,845,450	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.45%	0.10%	3,443,972	677,286	24.48%	338,672,240	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.07%	0.09%	548,940	548,940	100.00%	53,088,000	Mar 31, 2024
JPMORGAN CHASE & CO	0.49%	0.03%	3,749,630	546,577	17.06%	362,626,768	Mar 31, 2024
CULLEN CAPITAL MANAGEMENT, LLC	0.31%	2.60%	2,411,631	511,040	26.89%	233,228,850	Mar 31, 2024
MORGAN STANLEY	1.41%	0.08%	10,895,970	510,595	4.92%	1,053,749,475	Mar 31, 2024
SQUAREPOINT OPS LLC	0.07%	0.09%	527,900	466,300	756.98%	51,053,209	Mar 31, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.21%	0.37%	1,595,694	453,025	39.65%	154,319,571	Mar 31, 2024
FRANKLIN RESOURCES INC	1.11%	0.26%	8,549,615	436,172	5.38%	826,833,258	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.05%	0.06%	409,150	402,500	6052.63%	39,569,000	Mar 31, 2024
BROOKFIELD CORP /ON/	0.05%	0.21%	375,121	375,121	100.00%	36,277,952	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	0.01%	371,400	371,400	100.00%	35,918,094	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	1.02%	0.05%	7,899,968	-3,381,982	-29.98%	764,005,934	Mar 31, 2024
STATE STREET CORP	4.99%	0.17%	38,462,060	-3,233,561	-7.76%	3,719,665,823	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	2.62%	0.35%	20,165,622	-2,578,324	-11.34%	1,950,217,304	Mar 31, 2024
NEUBERGER BERMAN GROUP LLC	0.65%	0.40%	4,997,386	-1,495,291	-23.03%	483,174,239	Mar 31, 2024
BLACKROCK INC.	7.37%	0.13%	56,852,101	-1,171,889	-2.02%	5,498,166,662	Mar 31, 2024
BARCLAYS PLC	0.28%	0.07%	2,193,610	-812,763	-27.03%	212,144,000	Mar 31, 2024
AMUNDI	0.12%	0.04%	963,147	-786,073	-44.94%	92,394,691	Mar 31, 2024
MITSUBISHI UFJ TRUST & BANKING CORP	0.45%	0.76%	3,457,297	-427,352	-11.00%	332,547,485	Mar 31, 2024
MORNINGSTAR INVESTMENT SERVICES LLC	0.05%	0.39%	365,591	-424,021	-53.70%	35,130,000	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.36%	0.05%	2,758,587	-390,372	-12.40%	266,783,054	Mar 31, 2024
EDGAR LOMAX CO/VA	0.02%	0.92%	153,091	-315,735	-67.35%	14,805,431	Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC	0.05%	0.07%	407,986	-292,298	-41.74%	39,313,558	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.05%	0.09%	406,473	-283,891	-41.12%	39,327,188,000	Mar 31, 2024
BANK OF NEW YORK MELLON CORP	0.68%	0.10%	5,240,349	-281,595	-5.10%	506,794,173	Mar 31, 2024
MAYFLOWER FINANCIAL ADVISORS, LLC	0.00%	0.12%	7,275	-279,085	-97.46%	703,539	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	0.12%	0.22%	959,875	-272,492	-22.11%	92,829,511	Mar 31, 2024
CINCINNATI FINANCIAL CORP	0.01%	0.08%	38,784	-271,216	-87.49%	3,750,801	Mar 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%	257,442	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	0.02%	983,800	983,800	100.00%	95,143,298	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.07%	0.09%	548,940	548,940	100.00%	53,088,000	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	0.01%	371,400	371,400	100.00%	35,918,094	Mar 31, 2024
MN SERVICES VERMOGENSBEHEER B.V.	0.04%	0.22%	311,600	311,600	100.00%	30,135,000	Mar 31, 2024
NATIXIS	0.04%	0.15%	296,274	296,274	100.00%	28,652,659	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	0.00%	196,652	196,652	100.00%	19,018,215	Mar 31, 2024
PAYDEN & RYGEL INVESTMENT GROUP	0.02%	0.77%	168,790	168,790	100.00%	16,324,000	Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.02%	0.02%	130,000	130,000	100.00%	12,572,300	Mar 31, 2024
TREXQUANT INVESTMENT LP	0.01%	0.15%	78,265	78,265	100.00%	7,569,008	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.01%	0.04%	76,520	76,520	100.00%	7,400,250	Mar 31, 2024
CHARTWELL INVESTMENT PARTNERS, LLC	0.01%	0.25%	75,130	75,130	100.00%	7,266,000	Mar 31, 2024
GQG PARTNERS LLC	0.01%	0.01%	63,075	63,075	100.00%	6,099,983	Mar 31, 2024
KESSLER INVESTMENT GROUP, LLC	0.01%	3.68%	61,433	61,433	100.00%	5,941,185	Mar 31, 2024
DECADE RENEWABLE PARTNERS LP	0.01%	2.85%	55,682	55,682	100.00%	5,385,006	Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC	0.01%	0.16%	50,400	50,400	100.00%	4,874,184	Mar 31, 2024
LEGACY CAPITAL WEALTH PARTNERS, LLC	0.01%	3.43%	49,037	49,037	100.00%	4,823,279	Mar 31, 2024
GLOBAL ASSETS ADVISORY, LLC	0.01%	0.02%	48,419	48,419	100.00%	504,000	Mar 31, 2024
BANQUE CANTONALE VAUDOISE	0.01%	0.17%	45,299	45,299	100.00%	4,381,000	Mar 31, 2024
EISLER CAPITAL (UK) LTD.	0.01%	0.03%	42,927	42,927	100.00%	4,151,470	Mar 31, 2024
ALLY FINANCIAL INC.	0.01%	0.52%	40,000	40,000	100.00%	3,868,400	Mar 31, 2024
	0.00%	0.08%	27,600	27,600	100.00%	2,669,196	Mar 31, 2024
OLD NORTH STATE TRUST, LLC	0.00%	2.18%	26,693	26,693	100.00%	2,581,000	Mar 31, 2024
ENTROPY TECHNOLOGIES, LP	0.00%	0.27%	26,189	26,189	100.00%	2,532,738	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.00%	0.00%	25,000	25,000	100.00%	2,417,750	Mar 31, 2024
NOMURA HOLDINGS INC	0.00%	0.01%	25,000	25,000	100.00%	2,417,750	Mar 31, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC	0.00%	0.14%	23,746	23,746	100.00%	2,296,000	Mar 31, 2024
	0.00%	1.66%	22,762	22,762	100.00%	2,201,000	Mar 31, 2024
L & S ADVISORS INC	0.00%	0.24%	22,405	22,405	100.00%	2,166,788	Mar 31, 2024
SIMPLICITY WEALTH,LLC	0.00%	0.05%	21,646	21,646	100.00%	2,093,419	Mar 31, 2024
SPIDERROCK ADVISORS, LLC	0.00%	0.05%	21,218	21,218	100.00%	2,014,437	Mar 31, 2024
POINT72 HONG KONG LTD	0.00%	0.10%	20,665	20,665	100.00%	1,998,511	Mar 31, 2024
LMR PARTNERS LLP	0.00%	0.02%	20,100	20,100	100.00%	1,943,871	Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.00%	0.02%	19,457	19,457	100.00%	1,881,686	Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.	0.00%	0.24%	18,880	18,880	100.00%	1,826,000	Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC	0.00%	0.02%	18,281	18,281	100.00%	1,767,956	Mar 31, 2024
LMR PARTNERS LLP	0.00%	0.02%	17,800	17,800	100.00%	1,721,438	Mar 31, 2024
	0.00%	1.61%	16,923	16,923	100.00%	1,636,607	Mar 31, 2024
AMERICAN NATIONAL BANK & TRUST CO /VA/	0.00%	0.34%	14,969	14,969	100.00%	1,447,620	Mar 31, 2024
RMB CAPITAL MANAGEMENT, LLC	0.00%	0.03%	14,873	14,873	100.00%	1,438,396	Mar 31, 2024
JUPITER ASSET MANAGEMENT LTD	0.00%	0.01%	14,440	14,440	100.00%	1,396,492	Mar 31, 2024
HARTLINE INVESTMENT CORP/	0.00%	0.24%	14,372	14,372	100.00%	1,389,912	Mar 31, 2024
TRADEWINDS, LLC.	0.00%	0.64%	13,896	13,896	100.00%	1,343,888	Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC	0.00%	1.11%	13,605	13,605	100.00%	1,315,740	Mar 31, 2024
IMC-CHICAGO, LLC	0.00%	0.00%	13,120	13,120	100.00%	1,268,835	Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.	0.00%	0.06%	12,386	12,386	100.00%	1,188,206	Mar 31, 2024
BANK OF HAWAII	0.00%	0.05%	10,938	10,938	100.00%	1,057,814	Mar 31, 2024
TRUST CO OF THE SOUTH	0.00%	0.24%	10,564	10,564	100.00%	1,021,644	Mar 31, 2024
	0.00%	0.03%	10,300	10,300	100.00%	996,113	Mar 31, 2024
CLEARALPHA TECHNOLOGIES LP	0.00%	0.40%	9,791	9,791	100.00%	946,888	Mar 31, 2024
OUTFITTER FINANCIAL LLC	0.00%	0.71%	8,965	8,965	100.00%	867,005	Mar 31, 2024
BRYN MAWR TRUST CO	0.00%	0.03%	8,604	8,604	100.00%	832,095	Mar 31, 2024
LS INVESTMENT ADVISORS, LLC	0.00%	0.13%	8,355	8,355	100.00%	808,012	Mar 31, 2024
BNP PARIBAS	0.00%	0.04%	8,111	8,111	100.00%	786,313	Mar 31, 2024
TORNO CAPITAL, LLC	0.00%	0.05%	7,500	7,500	100.00%	725,325	Mar 31, 2024
COMMUNITY FINANCIAL SERVICES GROUP, LLC	0.00%	0.16%	7,063	7,063	100.00%	683,061	Mar 31, 2024
RETIREMENT GUYS FORMULA LLC	0.00%	0.32%	6,883	6,883	100.00%	665,621	Mar 31, 2024
	0.00%	0.22%	6,526	6,526	100.00%	631,129	Mar 31, 2024
MIRABELLA FINANCIAL SERVICES LLP	0.00%	0.04%	6,348	6,348	100.00%	613,915	Mar 31, 2024
GSA CAPITAL PARTNERS LLP	0.00%	0.05%	6,119	6,119	100.00%	592,000	Mar 31, 2024
REVISOR WEALTH MANAGEMENT LLC	0.00%	0.26%	5,846	5,846	100.00%	566,127	Mar 31, 2024
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/	0.00%	0.59%	5,733	5,733	100.00%	554,000	Mar 31, 2024
BUSEY WEALTH MANAGEMENT	0.00%	0.02%	5,599	5,599	100.00%	541,482	Mar 31, 2024
ADAPT WEALTH ADVISORS, LLC	0.00%	0.38%	5,450	5,450	100.00%	527,070	Mar 31, 2024
CREWE ADVISORS LLC	0.00%	0.06%	5,373	5,373	100.00%	519,611	Mar 31, 2024
TRUE VISION MN LLC	0.00%	0.36%	5,176	5,176	100.00%	505,747	Mar 31, 2024
KRANE FUNDS ADVISORS LLC	0.00%	0.02%	5,116	5,116	100.00%	496,763	Mar 31, 2024
INSPIRE TRUST CO, N.A.	0.00%	0.27%	5,000	5,000	100.00%	483,550	Mar 31, 2024
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.	0.00%	0.20%	4,980	4,980	100.00%	482,000	Mar 31, 2024
SPINNAKER TRUST	0.00%	0.03%	4,850	4,850	100.00%	469,044	Mar 31, 2024
ROBERTS GLORE & CO INC /IL/	0.00%	0.14%	4,843	4,843	100.00%	468,318	Mar 31, 2024
EDGE FINANCIAL ADVISORS LLC	0.00%	0.41%	4,767	4,767	100.00%	461,017	Mar 31, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.00%	0.24%	4,752	4,752	100.00%	459,566	Mar 31, 2024
MAGNOLIA CAPITAL ADVISORS LLC	0.00%	0.38%	4,583	4,583	100.00%	450,196	Mar 31, 2024
	0.00%	0.05%	4,572	4,572	100.00%	442,197	Mar 31, 2024
AA FINANCIAL ADVISORS, LLC	0.00%	0.17%	4,277	4,277	100.00%	413,617	Mar 31, 2024
WALLEYE TRADING LLC	0.00%	0.00%	4,159	4,159	100.00%	402,217	Mar 31, 2024
JOEL ISAACSON & CO., LLC	0.00%	0.02%	3,930	3,930	100.00%	380,070	Mar 31, 2024
COPPELL ADVISORY SOLUTIONS CORP.	0.00%	0.07%	3,736	3,736	100.00%	361,313	Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC	0.00%	0.02%	3,734	3,734	100.00%	358,707	Mar 31, 2024
ENGINEERS GATE MANAGER LP	0.00%	0.01%	3,719	3,719	100.00%	359,664	Mar 31, 2024
PLAN GROUP FINANCIAL, LLC	0.00%	0.24%	3,714	3,714	100.00%	359,141	Mar 31, 2024
MQS MANAGEMENT LLC	0.00%	0.20%	3,647	3,647	100.00%	352,701	Mar 31, 2024
NEWEDGE WEALTH, LLC	0.00%	0.01%	3,435	3,435	100.00%	341,130	Mar 31, 2024
MISSION CREEK CAPITAL PARTNERS, INC.	0.00%	0.09%	3,434	3,434	100.00%	332,102	Mar 31, 2024
SARGENT INVESTMENT GROUP, LLC	0.00%	0.07%	3,245	3,245	100.00%	313,824	Mar 31, 2024
BBR PARTNERS, LLC	0.00%	0.02%	3,126	3,126	100.00%	302,315	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.00%	0.00%	3,021	3,021	100.00%	292,000	Mar 31, 2024
ARMISTICE CAPITAL, LLC	0.00%	0.00%	2,846	2,846	100.00%	275,237	Mar 31, 2024
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC	0.00%	0.06%	2,842	2,842	100.00%	274,861	Mar 31, 2024
IRONSIDES ASSET ADVISORS, LLC	0.00%	0.09%	2,744	2,744	100.00%	265,403	Mar 31, 2024
PEARL RIVER CAPITAL, LLC	0.00%	0.04%	2,681	2,681	100.00%	259,280	Mar 31, 2024
EAGLE CAPITAL MANAGEMENT, LLC	0.00%	0.12%	2,673	2,673	100.00%	259,000	Mar 31, 2024
VERITY & VERITY, LLC	0.00%	0.03%	2,667	2,667	100.00%	243,382	Mar 31, 2024
O'KEEFE STEVENS ADVISORY, INC.	0.00%	0.08%	2,640	2,640	100.00%	255,314	Mar 31, 2024
CBOE VEST FINANCIAL, LLC	0.00%	0.01%	2,628	2,628	100.00%	254,154	Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA	0.00%	0.02%	2,611	2,611	100.00%	252,510	Mar 31, 2024
PROSPERITY CONSULTING GROUP, LLC	0.00%	0.03%	2,599	2,599	100.00%	251,354	Mar 31, 2024
EXECUTIVE WEALTH MANAGEMENT, LLC	0.00%	0.02%	2,547	2,547	100.00%	244,708	Mar 31, 2024
FIRST AMERICAN TRUST, FSB	0.00%	0.03%	2,534	2,534	100.00%	245,111	Mar 31, 2024
CENTRAL BANK & TRUST CO	0.00%	0.03%	2,534	2,534	100.00%	245,061	Mar 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 Assets	Current Shares	Change Amount	Change %	Market Value	Date
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 Assets	Total Shares	Change Amount	Change %	Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	27.15%	20,118,000	-	-	Jan 31, 2024
AMERICAN CENTURY CAPITAL PORTFOLIOS INC	5.13%	3,800,653	-	-	Jan 31, 2024
COPLEY FUND INC /NV/	3.18%	43,133	-	-	Nov 30, 2022
Matrix Advisors Funds Trust	1.80%	9,800	8,200	512.50%	Mar 31, 2024
BANCROFT FUND LTD	1.44%	2,000,000	-	-	Dec 29, 2023
Duff & Phelps Utility & Infrastructure Fund Inc.	1.44%	250,300	36,000	16.80%	Jan 31, 2024
ELLSWORTH GROWTH & INCOME FUND LTD	1.43%	2,000,000	-	-	Dec 29, 2023
MP63 FUND INC	1.40%	14,926	-100	-0.67%	Feb 29, 2024
KAVILCO INC/WA/	1.33%	9,695	9,695	-	Mar 31, 2021
VANGUARD VALLEY FORGE FUNDS	1.09%	535,391	-	-	Dec 31, 2023
Procure ETF Trust I	0.95%	335	-61	-15.40%	Jan 31, 2022
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC	0.95%	750,000	-	-	Dec 29, 2023
JOHN HANCOCK PREFERRED INCOME FUND	0.83%	4,550,000	-	-	Jan 31, 2024
STEWARD FUNDS, INC.	0.82%	2,000,000	-	-	Jan 31, 2024
TRI-CONTINENTAL CORP	0.82%	4,500,000	-	-	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS II	0.82%	1,320,478	1,174,985	807.59%	Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST	0.81%	20,000,000	-	-	Dec 31, 2023
JOHN HANCOCK PREFERRED INCOME FUND II	0.77%	3,350,000	-	-	Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO	0.69%	234,233	82,000	53.86%	Dec 31, 2023
REAVES UTILITY INCOME FUND	0.69%	611,000	-295,000	-32.56%	Jan 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND III	0.69%	3,950,000	-	-	Jan 31, 2024
BlackRock Utilities, Infrastructure & Power Opportunities Trust	0.65%	140,018	21,600	18.24%	Dec 31, 2023
Global Beta ETF Trust	0.63%	1,749	986	129.23%	May 31, 2022
Manager Directed Portfolios	0.61%	100,000	-	-	Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST	0.61%	15,000,000	-	-	Dec 31, 2023
BNY MELLON VARIABLE INVESTMENT FUND	0.56%	135,000	-	-	Mar 31, 2024
MFS SERIES TRUST I	0.55%	10,752,768	-468,867	-4.18%	Feb 29, 2024
LORD ABBETT AFFILIATED FUND INC	0.55%	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 Funds	0.51%	7,128	5,366	304.54%	Dec 31, 2023
JOHN HANCOCK INVESTORS TRUST	0.47%	1,400,000	-	-	Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.	0.47%	494,000	194,000	64.67%	Jan 31, 2024
LORD ABBETT RESEARCH FUND INC	0.45%	437,100	-	-	Feb 29, 2024
Manager Directed Portfolios	0.43%	70,000	-	-	Jan 31, 2024
Nuveen Core Equity Alpha Fund	0.42%	9,950	-	-	Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST	0.42%	10,350,000	-	-	Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS	0.41%	4,050,096	-774,133	-16.05%	Feb 29, 2024
TETON WESTWOOD FUNDS	0.39%	250,000	-	-	Dec 29, 2023
GABELLI UTILITIES FUND	0.38%	271,300	-13,138	-4.62%	Dec 29, 2023
SELECT SECTOR SPDR TRUST	0.37%	11,667,676	6,597	0.06%	Dec 31, 2023
VIRTUS ALTERNATIVE SOLUTIONS TRUST	0.35%	1,387	-	-	Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.30%	1,000,000	-	-	Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.29%	18,165	-481	-2.58%	Dec 31, 2023
GENERAL ELECTRIC RSP U.S. EQUITY FUND	0.28%	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%	5,050,000	500,000	10.99%	Jan 31, 2024
ETF Managers Trust	0.26%	2,000,000	-	-	Dec 31, 2023
Gateway Trust	0.26%	420,516	-	-	Dec 31, 2023
FIRST TRUST SERIES FUND	0.26%	893,000	-	-	Jan 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST	0.25%	200,000	63,000	45.99%	Dec 31, 2023
MASSMUTUAL PREMIER FUNDS	0.25%	7,000,000	-	-	Dec 31, 2023
SPDR S&P 500 ETF TRUST	0.24%	9,583,002	985,082	11.46%	Dec 31, 2023
Index Funds	0.24%	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 VII	0.23%	37,654	-327	-0.86%	Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST	0.23%	5,650,000	-	-	Dec 31, 2023
FRONTIER FUNDS, INC.	0.22%	98,172	710	0.73%	Dec 31, 2023
OSI ETF Trust	0.21%	37,013	-	-	Mar 31, 2022
BNY Mellon Investment Funds VI	0.21%	275,000	275,000	-	Feb 29, 2024
BNY MELLON VARIABLE INVESTMENT FUND	0.21%	50,000	-	-	Mar 31, 2024
Voya Global Advantage & Premium Opportunity Fund	0.20%	12,469	-	-	Feb 29, 2024
ETF Managers Trust	0.19%	1,500,000	-	-	Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS	0.19%	5,618,052	-67,912	-1.19%	Dec 31, 2023
Engine No. 1 ETF Trust	0.19%	11,115	-267	-2.35%	Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	0.18%	37,839	-	-	Feb 29, 2024
Trust for Advised Portfolios	0.18%	3,719,000	-	-	Dec 31, 2023
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO	0.18%	30,321	-315	-1.03%	Dec 31, 2023
USCA Fund Trust	0.18%	6,000	-	-	Sep 30, 2020
Clough Global Equity Fund	0.17%	10,800	-	-	Jan 31, 2024
BNY Mellon Absolute Insight Funds, Inc.	0.17%	3,262,000	-	-	Jan 31, 2024
GABELLI UTILITY TRUST	0.17%	72,700	-	-	Dec 29, 2023
RANGER FUNDS INVESTMENT TRUST	0.17%	3,943	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.16%	1,696,691	-193,905	-10.26%	Dec 31, 2023
Voya EQUITY TRUST	0.16%	234,851	139,925	147.40%	Feb 29, 2024
Cohen & Steers MLP & Energy Opportunity Fund, Inc.	0.16%	8,689	2,711	45.35%	Feb 29, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS	0.16%	3,527	-	-	Dec 29, 2023
Manager Directed Portfolios	0.15%	25,000	-	-	Jan 31, 2024
Manager Directed Portfolios	0.15%	25,000	-	-	Jan 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST	0.15%	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 Fund	0.15%	3,300	-100	-2.94%	Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST	0.14%	470,000	405,000	623.08%	Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC	0.14%	1,220,000	-	-	Dec 31, 2023
Nuveen S&P 500 BuyWrite Income Fund	0.14%	104,377	-	-	Dec 31, 2023
JANUS ASPEN SERIES	0.13%	5,804,000	-	-	Dec 31, 2023
AMERICAN MUTUAL FUND	0.13%	1,242,628	-	-	Jan 31, 2024
John Hancock Hedged Equity & Income Fund	0.13%	12,839	-354	-2.68%	Dec 31, 2023
MASSMUTUAL PREMIER FUNDS	0.12%	3,500,000	-	-	Dec 31, 2023
COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC	0.12%	92,361	-	-	Dec 31, 2023
Vanguard Montgomery Funds	0.12%	4,821	-	-	Dec 31, 2023
MML Series Investment Fund II	0.11%	22,000,000	-	-	Dec 31, 2023
EIP INVESTMENT TRUST	0.11%	5,090	-600	-10.54%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.11%	50,337,834	367,960	0.74%	Dec 31, 2023
CULLEN FUNDS TRUST	0.11%	248,481	-93,451	-27.33%	Dec 31, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.11%	13,604	13,604	-	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 FUNDS	0.11%	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

Date	Holdings	Change %
31 Mar, 24	1,412	-25.76%
31 Dec, 23	1,902	6.38%
30 Sep, 23	1,788	-0.94%
30 Jun, 23	1,805	-0.55%
31 Mar, 23	1,815	-1.25%
31 Dec, 22	1,838	4.25%
30 Sep, 22	1,763	-2.81%
30 Jun, 22	1,814	-1.63%
31 Mar, 22	1,844	2.39%
31 Dec, 21	1,801	8.30%
30 Sep, 21	1,663	-0.48%
30 Jun, 21	1,671	0.97%
31 Mar, 21	1,655	0.18%
31 Dec, 20	1,652	7.06%
30 Sep, 20	1,543	0.98%
30 Jun, 20	1,528	0.99%
31 Mar, 20	1,513	-3.45%
31 Dec, 19	1,567	7.11%
30 Sep, 19	1,463	1.25%
30 Jun, 19	1,445	-1.83%
31 Mar, 19	1,472	4.18%
31 Dec, 18	1,413	7.29%
30 Sep, 18	1,317	-2.44%
30 Jun, 18	1,350	1.50%
31 Mar, 18	1,330	0.08%
31 Dec, 17	1,329	9.38%
30 Sep, 17	1,215	-1.70%
30 Jun, 17	1,236	1.98%
31 Mar, 17	1,212	0.33%
31 Dec, 16	1,208	6.06%
30 Sep, 16	1,139	-1.98%
30 Jun, 16	1,162	4.03%
31 Mar, 16	1,117	2.76%
31 Dec, 15	1,087	3.62%
30 Sep, 15	1,049	-0.10%
30 Jun, 15	1,050	-1.96%
31 Mar, 15	1,071	-1.47%
31 Dec, 14	1,087	7.62%
30 Sep, 14	1,010	1.00%
30 Jun, 14	1,000	-0.70%
31 Mar, 14	1,007	3.18%
31 Dec, 13	976	9.42%
30 Sep, 13	892	1.48%
30 Jun, 13	879	146.22%
31 Mar, 13	357	1.42%
31 Dec, 12	352	8.31%
30 Sep, 12	325	432.79%
30 Jun, 12	61	916.67%
31 Mar, 12	6	100.00%
31 Dec, 11	3	-
30 Sep, 11	3	50.00%
30 Jun, 11	2	-
31 Mar, 11	2	-33.33%
31 Dec, 10	3	50.00%
30 Sep, 10	2	-33.33%
30 Jun, 10	3	200.00%
31 Mar, 10	1	-
30 Sep, 08	1	-
30 Jun, 08	1	-
31 Dec, 07	1	-
30 Jun, 07	1	-
31 Mar, 07	1	-
31 Dec, 06	1	-
30 Sep, 06	1	-
31 Mar, 87	1	-

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

Date	Shares Outstanding	Change %
31 Mar, 24	284,479,797	-43.33%
31 Dec, 23	501,972,539	1.36%
30 Sep, 23	495,215,904	1.04%
30 Jun, 23	490,118,380	-0.03%
31 Mar, 23	490,277,184	-0.73%
31 Dec, 22	493,891,374	1.34%
30 Sep, 22	487,345,871	0.05%
30 Jun, 22	487,090,468	1.49%
31 Mar, 22	479,930,420	-0.02%
31 Dec, 21	480,029,343	0.79%
30 Sep, 21	476,263,006	-0.97%
30 Jun, 21	480,913,392	-0.22%
31 Mar, 21	481,967,163	1.92%
31 Dec, 20	472,902,617	1.32%
30 Sep, 20	466,731,198	-0.29%
30 Jun, 20	468,090,068	-0.40%
31 Mar, 20	469,947,431	0.57%
31 Dec, 19	467,267,286	6.63%
30 Sep, 19	438,203,574	-93.79%
30 Jun, 19	7,052,420,148	1508.52%
31 Mar, 19	438,441,629	-0.75%
31 Dec, 18	441,751,019	4.25%
30 Sep, 18	423,741,475	1.08%
30 Jun, 18	419,211,596	1.43%
31 Mar, 18	413,304,717	3.65%
31 Dec, 17	398,747,805	-0.18%
30 Sep, 17	399,473,509	1.48%
30 Jun, 17	393,629,083	0.99%
31 Mar, 17	389,785,174	1.47%
31 Dec, 16	384,127,813	-1.86%
30 Sep, 16	391,407,621	-0.25%
30 Jun, 16	392,397,465	-2.79%
31 Mar, 16	403,663,477	8.32%
31 Dec, 15	372,654,261	-4.95%
30 Sep, 15	392,054,470	4.37%
30 Jun, 15	375,640,522	-3.56%
31 Mar, 15	389,493,663	-0.28%
31 Dec, 14	390,575,444	0.26%
30 Sep, 14	389,563,674	1.58%
30 Jun, 14	383,514,449	1.74%
31 Mar, 14	376,965,344	-0.19%
31 Dec, 13	377,692,090	0.38%
30 Sep, 13	376,263,954	5.98%
30 Jun, 13	355,024,381	215.86%
31 Mar, 13	112,399,072	-2.84%
31 Dec, 12	115,679,671	5.50%
30 Sep, 12	109,648,068	840.95%
30 Jun, 12	11,652,890	6976.68%
31 Mar, 12	164,666	194.94%
31 Dec, 11	55,830	29.47%
30 Sep, 11	43,123	28.38%
30 Jun, 11	33,589	3.08%
31 Mar, 11	32,584	-63.86%
31 Dec, 10	90,167	-54.69%
30 Sep, 10	198,989	0.15%
30 Jun, 10	198,689	1610.04%
31 Mar, 10	11,619	-
30 Sep, 08	41,032	-2.44%
30 Jun, 08	42,057	-
31 Dec, 07	41,667	-
30 Jun, 07	38,420	-9.47%
31 Mar, 07	42,437	1.85%
31 Dec, 06	41,667	-66.93%
30 Sep, 06	126,000	-
31 Mar, 87	2,274	-

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

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	36.90%	0.87%
31 Dec, 23	65.11%	1.58%
30 Sep, 23	64.23%	1.59%
30 Jun, 23	63.65%	1.57%
31 Mar, 23	63.67%	1.55%
31 Dec, 22	64.14%	1.60%
30 Sep, 22	63.29%	1.58%
30 Jun, 22	63.26%	1.63%
31 Mar, 22	62.33%	1.60%
31 Dec, 21	62.42%	1.63%
30 Sep, 21	61.93%	1.58%
30 Jun, 21	62.54%	1.59%
31 Mar, 21	62.67%	1.51%
31 Dec, 20	64.34%	1.60%
30 Sep, 20	63.50%	1.57%
30 Jun, 20	63.69%	1.55%
31 Mar, 20	64.03%	1.56%
31 Dec, 19	64.10%	1.77%
30 Sep, 19	60.11%	0.01%
30 Jun, 19	968.74%	26.63%
31 Mar, 19	60.31%	1.55%
31 Dec, 18	62.39%	1.77%
30 Sep, 18	59.43%	1.67%
30 Jun, 18	59.63%	1.72%
31 Mar, 18	58.96%	1.82%
31 Dec, 17	56.88%	1.75%
30 Sep, 17	57.07%	1.80%
30 Jun, 17	56.23%	1.81%
31 Mar, 17	55.68%	1.85%
31 Dec, 16	54.88%	1.70%
30 Sep, 16	56.81%	1.75%
30 Jun, 16	56.95%	1.66%
31 Mar, 16	58.59%	2.03%
31 Dec, 15	53.70%	1.65%
30 Sep, 15	56.98%	1.93%
30 Jun, 15	54.28%	1.79%
31 Mar, 15	55.01%	1.81%
31 Dec, 14	55.17%	1.82%
30 Sep, 14	55.10%	1.87%
30 Jun, 14	54.25%	1.90%
31 Mar, 14	53.39%	1.87%
31 Dec, 13	53.50%	1.88%
30 Sep, 13	53.30%	2.11%
30 Jun, 13	50.29%	19.78%
31 Mar, 13	15.94%	5.92%
31 Dec, 12	16.41%	6.67%
30 Sep, 12	15.69%	229.78%
30 Jun, 12	2.61%	191636.59%
31 Mar, 12	0.04%	23595.20%
31 Dec, 11	0.01%	13296.91%
30 Sep, 11	0.01%	16892.11%
30 Jun, 11	0.01%	14100.00%
31 Mar, 11	0.01%	1780.30%
31 Dec, 10	0.02%	994.91%
30 Sep, 10	0.05%	2196.04%
30 Jun, 10	0.05%	631418.52%
31 Mar, 10	0.00%	-
30 Sep, 08	0.01%	9749.00%
30 Jun, 08	0.01%	-
31 Dec, 07	0.01%	-
30 Jun, 07	0.01%	8942.57%
31 Mar, 07	0.01%	8859.81%
31 Dec, 06	0.01%	1177.41%
30 Sep, 06	0.03%	-
31 Mar, 87	0.00%	-

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

Date	Increased Positions	Change %
31 Mar, 24	668	-23.83%
31 Dec, 23	877	4.78%
30 Sep, 23	837	-3.68%
30 Jun, 23	869	-4.30%
31 Mar, 23	908	-6.87%
31 Dec, 22	975	10.29%
30 Sep, 22	884	-1.23%
30 Jun, 22	895	-7.83%
31 Mar, 22	971	-1.22%
31 Dec, 21	983	21.06%
30 Sep, 21	812	-1.69%
30 Jun, 21	826	1.72%
31 Mar, 21	812	-0.12%
31 Dec, 20	813	16.98%
30 Sep, 20	695	-1.70%
30 Jun, 20	707	2.02%
31 Mar, 20	693	-15.80%
31 Dec, 19	823	14.94%
30 Sep, 19	716	6.39%
30 Jun, 19	673	-4.94%
31 Mar, 19	708	2.91%
31 Dec, 18	688	29.08%
30 Sep, 18	533	-6.49%
30 Jun, 18	570	-4.68%
31 Mar, 18	598	-9.12%
31 Dec, 17	658	27.77%
30 Sep, 17	515	-3.92%
30 Jun, 17	536	-2.19%
31 Mar, 17	548	-5.84%
31 Dec, 16	582	11.49%
30 Sep, 16	522	-8.58%
30 Jun, 16	571	-0.70%
31 Mar, 16	575	10.36%
31 Dec, 15	521	13.02%
30 Sep, 15	461	8.98%
30 Jun, 15	423	-9.42%
31 Mar, 15	467	-2.71%
31 Dec, 14	480	11.63%
30 Sep, 14	430	-1.15%
30 Jun, 14	435	-3.55%
31 Mar, 14	451	9.20%
31 Dec, 13	413	6.99%
30 Sep, 13	386	-41.43%
30 Jun, 13	659	280.92%
31 Mar, 13	173	-13.50%
31 Dec, 12	200	-24.81%
30 Sep, 12	266	350.85%
30 Jun, 12	59	1375.00%
31 Mar, 12	4	100.00%
31 Dec, 11	2	-
30 Sep, 11	2	-
30 Jun, 11	2	-
31 Mar, 11	-	-100.00%
31 Dec, 10	3	200.00%
30 Sep, 10	1	-66.67%
30 Jun, 10	3	200.00%
31 Mar, 10	1	-
30 Sep, 08	-	-100.00%
30 Jun, 08	1	-
31 Dec, 07	1	-
30 Jun, 07	-	-100.00%
31 Mar, 07	1	-
31 Dec, 06	1	-
30 Sep, 06	1	-
31 Mar, 87	1	-

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

Date	Reduced Positions	Change %
31 Mar, 24	536	-29.57%
31 Dec, 23	761	18.35%
30 Sep, 23	643	-1.23%
30 Jun, 23	651	3.17%
31 Mar, 23	631	8.79%
31 Dec, 22	580	3.94%
30 Sep, 22	558	-5.90%
30 Jun, 22	593	3.49%
31 Mar, 22	573	3.06%
31 Dec, 21	556	3.15%
30 Sep, 21	539	-1.64%
30 Jun, 21	548	-6.48%
31 Mar, 21	586	-2.01%
31 Dec, 20	598	-1.32%
30 Sep, 20	606	5.76%
30 Jun, 20	573	-3.86%
31 Mar, 20	596	22.63%
31 Dec, 19	486	-2.80%
30 Sep, 19	500	-2.34%
30 Jun, 19	512	2.61%
31 Mar, 19	499	0.60%
31 Dec, 18	496	-6.24%
30 Sep, 18	529	-2.58%
30 Jun, 18	543	2.84%
31 Mar, 18	528	18.92%
31 Dec, 17	444	-0.67%
30 Sep, 17	447	-1.32%
30 Jun, 17	453	4.38%
31 Mar, 17	434	2.84%
31 Dec, 16	422	7.93%
30 Sep, 16	391	3.17%
30 Jun, 16	379	7.67%
31 Mar, 16	352	-7.61%
31 Dec, 15	381	3.53%
30 Sep, 15	368	-13.62%
30 Jun, 15	426	3.40%
31 Mar, 15	412	0.98%
31 Dec, 14	408	11.48%
30 Sep, 14	366	-2.66%
30 Jun, 14	376	-4.08%
31 Mar, 14	392	-1.01%
31 Dec, 13	396	11.24%
30 Sep, 13	356	128.21%
30 Jun, 13	156	6.85%
31 Mar, 13	146	31.53%
31 Dec, 12	111	141.30%
30 Sep, 12	46	-
30 Jun, 12	-	-100.00%
31 Mar, 12	2	-
31 Dec, 11	-	-100.00%
30 Sep, 11	1	-
30 Jun, 11	-	-100.00%
31 Mar, 11	2	-
31 Dec, 10	-	-100.00%
30 Sep, 10	1	-
30 Jun, 10	-	-
31 Mar, 10	-	-
30 Sep, 08	1	-
30 Jun, 08	-	-
31 Dec, 07	-	-
30 Jun, 07	1	-
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

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	1,412	-25.76%	284,479,797	-43.33%	36.90%	0.87%	668	-23.83%	536	-29.57%
31 Dec, 23	1,902	6.38%	501,972,539	1.36%	65.11%	1.58%	877	4.78%	761	18.35%
30 Sep, 23	1,788	-0.94%	495,215,904	1.04%	64.23%	1.59%	837	-3.68%	643	-1.23%
30 Jun, 23	1,805	-0.55%	490,118,380	-0.03%	63.65%	1.57%	869	-4.30%	651	3.17%
31 Mar, 23	1,815	-1.25%	490,277,184	-0.73%	63.67%	1.55%	908	-6.87%	631	8.79%
31 Dec, 22	1,838	4.25%	493,891,374	1.34%	64.14%	1.60%	975	10.29%	580	3.94%
30 Sep, 22	1,763	-2.81%	487,345,871	0.05%	63.29%	1.58%	884	-1.23%	558	-5.90%
30 Jun, 22	1,814	-1.63%	487,090,468	1.49%	63.26%	1.63%	895	-7.83%	593	3.49%
31 Mar, 22	1,844	2.39%	479,930,420	-0.02%	62.33%	1.60%	971	-1.22%	573	3.06%
31 Dec, 21	1,801	8.30%	480,029,343	0.79%	62.42%	1.63%	983	21.06%	556	3.15%
30 Sep, 21	1,663	-0.48%	476,263,006	-0.97%	61.93%	1.58%	812	-1.69%	539	-1.64%
30 Jun, 21	1,671	0.97%	480,913,392	-0.22%	62.54%	1.59%	826	1.72%	548	-6.48%
31 Mar, 21	1,655	0.18%	481,967,163	1.92%	62.67%	1.51%	812	-0.12%	586	-2.01%
31 Dec, 20	1,652	7.06%	472,902,617	1.32%	64.34%	1.60%	813	16.98%	598	-1.32%
30 Sep, 20	1,543	0.98%	466,731,198	-0.29%	63.50%	1.57%	695	-1.70%	606	5.76%
30 Jun, 20	1,528	0.99%	468,090,068	-0.40%	63.69%	1.55%	707	2.02%	573	-3.86%
31 Mar, 20	1,513	-3.45%	469,947,431	0.57%	64.03%	1.56%	693	-15.80%	596	22.63%
31 Dec, 19	1,567	7.11%	467,267,286	6.63%	64.10%	1.77%	823	14.94%	486	-2.80%
30 Sep, 19	1,463	1.25%	438,203,574	-93.79%	60.11%	0.01%	716	6.39%	500	-2.34%
30 Jun, 19	1,445	-1.83%	7,052,420,148	1508.52%	968.74%	26.63%	673	-4.94%	512	2.61%
31 Mar, 19	1,472	4.18%	438,441,629	-0.75%	60.31%	1.55%	708	2.91%	499	0.60%
31 Dec, 18	1,413	7.29%	441,751,019	4.25%	62.39%	1.77%	688	29.08%	496	-6.24%
30 Sep, 18	1,317	-2.44%	423,741,475	1.08%	59.43%	1.67%	533	-6.49%	529	-2.58%
30 Jun, 18	1,350	1.50%	419,211,596	1.43%	59.63%	1.72%	570	-4.68%	543	2.84%
31 Mar, 18	1,330	0.08%	413,304,717	3.65%	58.96%	1.82%	598	-9.12%	528	18.92%
31 Dec, 17	1,329	9.38%	398,747,805	-0.18%	56.88%	1.75%	658	27.77%	444	-0.67%
30 Sep, 17	1,215	-1.70%	399,473,509	1.48%	57.07%	1.80%	515	-3.92%	447	-1.32%
30 Jun, 17	1,236	1.98%	393,629,083	0.99%	56.23%	1.81%	536	-2.19%	453	4.38%
31 Mar, 17	1,212	0.33%	389,785,174	1.47%	55.68%	1.85%	548	-5.84%	434	2.84%
31 Dec, 16	1,208	6.06%	384,127,813	-1.86%	54.88%	1.70%	582	11.49%	422	7.93%
30 Sep, 16	1,139	-1.98%	391,407,621	-0.25%	56.81%	1.75%	522	-8.58%	391	3.17%
30 Jun, 16	1,162	4.03%	392,397,465	-2.79%	56.95%	1.66%	571	-0.70%	379	7.67%
31 Mar, 16	1,117	2.76%	403,663,477	8.32%	58.59%	2.03%	575	10.36%	352	-7.61%
31 Dec, 15	1,087	3.62%	372,654,261	-4.95%	53.70%	1.65%	521	13.02%	381	3.53%
30 Sep, 15	1,049	-0.10%	392,054,470	4.37%	56.98%	1.93%	461	8.98%	368	-13.62%
30 Jun, 15	1,050	-1.96%	375,640,522	-3.56%	54.28%	1.79%	423	-9.42%	426	3.40%
31 Mar, 15	1,071	-1.47%	389,493,663	-0.28%	55.01%	1.81%	467	-2.71%	412	0.98%
31 Dec, 14	1,087	7.62%	390,575,444	0.26%	55.17%	1.82%	480	11.63%	408	11.48%
30 Sep, 14	1,010	1.00%	389,563,674	1.58%	55.10%	1.87%	430	-1.15%	366	-2.66%
30 Jun, 14	1,000	-0.70%	383,514,449	1.74%	54.25%	1.90%	435	-3.55%	376	-4.08%
31 Mar, 14	1,007	3.18%	376,965,344	-0.19%	53.39%	1.87%	451	9.20%	392	-1.01%
31 Dec, 13	976	9.42%	377,692,090	0.38%	53.50%	1.88%	413	6.99%	396	11.24%
30 Sep, 13	892	1.48%	376,263,954	5.98%	53.30%	2.11%	386	-41.43%	356	128.21%
30 Jun, 13	879	146.22%	355,024,381	215.86%	50.29%	19.78%	659	280.92%	156	6.85%
31 Mar, 13	357	1.42%	112,399,072	-2.84%	15.94%	5.92%	173	-13.50%	146	31.53%
31 Dec, 12	352	8.31%	115,679,671	5.50%	16.41%	6.67%	200	-24.81%	111	141.30%
30 Sep, 12	325	432.79%	109,648,068	840.95%	15.69%	229.78%	266	350.85%	46	-
30 Jun, 12	61	916.67%	11,652,890	6976.68%	2.61%	191636.59%	59	1375.00%	-	-100.00%
31 Mar, 12	6	100.00%	164,666	194.94%	0.04%	23595.20%	4	100.00%	2	-
31 Dec, 11	3	-	55,830	29.47%	0.01%	13296.91%	2	-	-	-100.00%
30 Sep, 11	3	50.00%	43,123	28.38%	0.01%	16892.11%	2	-	1	-
30 Jun, 11	2	-	33,589	3.08%	0.01%	14100.00%	2	-	-	-100.00%
31 Mar, 11	2	-33.33%	32,584	-63.86%	0.01%	1780.30%	-	-100.00%	2	-
31 Dec, 10	3	50.00%	90,167	-54.69%	0.02%	994.91%	3	200.00%	-	-100.00%
30 Sep, 10	2	-33.33%	198,989	0.15%	0.05%	2196.04%	1	-66.67%	1	-
30 Jun, 10	3	200.00%	198,689	1610.04%	0.05%	631418.52%	3	200.00%	-	-
31 Mar, 10	1	-	11,619	-	0.00%	-	1	-	-	-
30 Sep, 08	1	-	41,032	-2.44%	0.01%	9749.00%	-	-100.00%	1	-
30 Jun, 08	1	-	42,057	-	0.01%	-	1	-	-	-
31 Dec, 07	1	-	41,667	-	0.01%	-	1	-	-	-
30 Jun, 07	1	-	38,420	-9.47%	0.01%	8942.57%	-	-100.00%	1	-
31 Mar, 07	1	-	42,437	1.85%	0.01%	8859.81%	1	-	-	-
31 Dec, 06	1	-	41,667	-66.93%	0.01%	1177.41%	1	-	-	-
30 Sep, 06	1	-	126,000	-	0.03%	-	1	-	-	-
31 Mar, 87	1	-	2,274	-	0.00%	-	1	-	-	-

Duke Energy Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 16, 2024	GOOD LYNN J	director, officer	Chair & CEO	S-Sale	Sell	15,000	$103.30	$1.55M	437,464
May 15, 2024	MCKEE E MARIE	director	-	S-Sale	Sell	1,695	$102.31	$173.42K	3
May 13, 2024	JANSON JULIA S	officer	EVP ExtAffairs&PresCarolinas	S-Sale	Sell	10,000	$102.79	$1.03M	68,657
May 13, 2024	Renjel Louis E.	officer	EVP, Chief Corporate Affairs	S-Sale	Sell	1,200	$102.86	$123.43K	20,424

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 16, 2024	GOOD LYNN J	director, officer	Chair & CEO	S-Sale	Sell	15,000	$103.30	$1.55M	437,464
May 16, 2024	GOOD LYNN J	director, officer	Chair & CEO	G-Gift	Sell	15,000	-	-	422,464
May 15, 2024	MCKEE E MARIE	director	-	S-Sale	Sell	1,695	$102.31	$173.42K	3
May 13, 2024	JANSON JULIA S	officer	EVP ExtAffairs&PresCarolinas	S-Sale	Sell	10,000	$102.79	$1.03M	68,657
May 13, 2024	Renjel Louis E.	officer	EVP, Chief Corporate Affairs	S-Sale	Sell	1,200	$102.86	$123.43K	20,424
May 07, 2024	Renjel Louis E.	officer	EVP, Chief Corporate Affairs	F-InKind	Sell	100	$100.26	$10.03K	21,624

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 16, 2024	GOOD LYNN J	director, officer	Chair & CEO	S-Sale	Sell	15,000	$103.30	$1.55M	437,464
May 16, 2024	GOOD LYNN J	director, officer	Chair & CEO	G-Gift	Sell	15,000	-	-	422,464
May 15, 2024	MCKEE E MARIE	director	-	S-Sale	Sell	1,695	$102.31	$173.42K	3
May 14, 2024	Glenn Robert Alexander	officer	EVP & CEO DEF & Midwest	I-Discretionary	Buy	2,708	-	-	2,708
May 13, 2024	JANSON JULIA S	officer	EVP ExtAffairs&PresCarolinas	S-Sale	Sell	10,000	$102.79	$1.03M	68,657
May 13, 2024	Renjel Louis E.	officer	EVP, Chief Corporate Affairs	S-Sale	Sell	1,200	$102.86	$123.43K	20,424
May 13, 2024	Webster William E. Jr.	director	-	A-Award	Buy	1,698	-	-	16,787
May 13, 2024	SKAINS THOMAS E	director	-	A-Award	Buy	1,698	-	-	7,082
May 13, 2024	Pacilio Michael J.	director	-	A-Award	Buy	1,698	-	-	5,287
May 13, 2024	MCKEE E MARIE	director	-	A-Award	Buy	1,698	$103.02	$175.00K	1,698
May 13, 2024	Kesner Idalene Fay	director	-	A-Award	Buy	1,698	-	-	5,287
May 13, 2024	Herron John T	director	-	A-Award	Buy	1,698	$103.02	$175.00K	31,328
May 13, 2024	FANANDAKIS NICHOLAS C	director	-	A-Award	Buy	1,698	-	-	7,632
May 13, 2024	Dunbar Webster Roy	director	-	A-Award	Buy	1,698	-	-	5,287
May 13, 2024	DORSA CAROLINE	director	-	A-Award	Buy	1,698	$103.02	$175.00K	9,514
May 13, 2024	Davis Robert M	director	-	A-Award	Buy	1,698	$103.02	$175.00K	11,053
May 13, 2024	CRAVER THEODORE F JR	director	-	A-Award	Buy	1,698	$103.02	$175.00K	14,360
May 13, 2024	CLAYTON ANNETTE K	director	-	A-Award	Buy	1,698	-	-	11,617
May 13, 2024	Burks Derrick	director	-	A-Award	Buy	1,698	-	-	5,598
May 07, 2024	Renjel Louis E.	officer	EVP, Chief Corporate Affairs	F-InKind	Sell	100	$100.26	$10.03K	21,624

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

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	14	11	127.27%
Q1 2024	24	47	51.06%
Q4 2023	2	2	100.00%
Q3 2023	2	3	66.67%
Q2 2023	14	5	280.00%
Q1 2023	23	52	44.23%
Q4 2022	4	5	80.00%
Q3 2022	4	8	50.00%
Q2 2022	24	12	200.00%
Q1 2022	32	59	54.24%
Q4 2021	8	3	266.67%
Q3 2021	4	1	400.00%
Q2 2021	19	12	158.33%
Q1 2021	28	43	65.12%
Q4 2020	6	1	600.00%
Q3 2020	4	2	200.00%
Q2 2020	17	11	154.55%
Q1 2020	36	60	60.00%
Q4 2019	8	9	88.89%
Q3 2019	5	12	41.67%

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

Date	Buy	Sell	Buy/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

Ticker	Company
AEP	American Electric Power Company, Inc.
NEE	NextEra Energy, Inc.
D	Dominion Energy, Inc.
SO	The Southern Company
ED	Consolidated Edison, Inc.
EXC	Exelon Corporation
EIX	Edison International

DUK Ownership FAQ

Who Owns Duke Energy?

Duke Energy is owned by institutional shareholders (36.90%), insiders (0.14%), 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).

Who are the major institutional shareholders of Duke Energy?

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.

How many Duke Energy shareholders are there?

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

What percentage of Duke Energy is owned by VANGUARD GROUP INC?

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).

What percentage of Duke Energy is owned by BLACKROCK INC?

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

What percentage of Duke Energy is owned by STATE STREET CORP?

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).