Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 67.18% institutional investors, 0.14% insiders, and 32.68% retail investors. Vanguard group is the largest institutional shareholder, holding 9.24% of DUK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Duke Energy shares.
DUK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Duke Energy | 67.18% | 0.14% | 32.68% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
| Idea | Nuclear Energy Stocks List | 67.04% | 3.64% | 29.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 71.23M | 9.24% | $7.14B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 38.19M | 4.95% | $3.83B |
| Wellington management group llp | 19.51M | 2.53% | $1.96B |
| Massachusetts financial services co /ma/ | 18.27M | 2.37% | $1.83B |
| Geode capital management | 17.05M | 2.21% | $1.71B |
| Morgan stanley | 10.98M | 1.42% | $1.10B |
| Capital research global investors | 10.23M | 1.33% | $1.03B |
| Franklin resources | 8.70M | 1.13% | $871.91M |
| Charles schwab investment management | 8.59M | 1.11% | $861.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 205.82K | 6.79% | $20.63M |
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Canal insurance | 150.17K | 4.20% | $16.18M |
| Cincinnati casualty | 66.30K | 3.64% | $6.65M |
| Bcwm | 96.56K | 3.48% | $9.68M |
| Kessler investment group | 62.59K | 3.39% | $6.27M |
| Eliot finkel investment counsel | 50.28K | 3.32% | $5.04M |
| Liberty one investment management | 280.92K | 3.28% | $30.27M |
| Insight folios | 68.85K | 2.83% | $6.90M |
| Andrew hill investment advisors | 33.34K | 2.77% | $3.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 2.60M | 0.40% | 2.54M |
| Blackrock | 58.48M | 0.13% | 1.63M |
| Cohen & steers | 2.58M | 0.54% | 1.23M |
| Amundi | 1.80M | 0.07% | 839.70K |
| Caisse de depot et placement du quebec | 2.42M | 0.59% | 828.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 10.23M | 0.22% | -1.27M |
| Capital wealth planning | 956.73K | 1.00% | -1.02M |
| Marshall wace, llp | 165.60K | 0.02% | -919.02K |
| California public employees retirement system | 3.75M | 0.28% | -768.51K |
| Exoduspoint capital management, lp | - | - | -755.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Junto capital management lp | 566.96K | 1.16% | 566.96K | $56.83M |
| Jennison associates | 422.53K | 0.03% | 422.53K | $45.52M |
| Mirae asset global etfs | 214.74K | 0.05% | 214.74K | $21.53M |
| Corebridge financial | 191.26K | 0.11% | 191.26K | $19.17M |
| Cinctive capital management lp | 97.64K | 0.47% | 97.64K | $9.79M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Spectrum wealth counsel | -20.00 |
| Financial synergies wealth advisors | -22.00 |
| Financial gravity asset management | -24.00 |
| Horizon bancorp inc /in/ | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 2,071 | 3.76% | 518,648,592 | 2.74% | 67 | 1.57% | 971 | 3.74% | 766 | 5.36% |
| Jun 30, 2024 | 1,961 | 0.77% | 504,443,170 | 0.60% | 65 | 1.55% | 922 | 0.66% | 713 | -2.60% |
| Mar 31, 2024 | 1,946 | 0.46% | 501,419,853 | -0.24% | 65 | 1.53% | 916 | 2.81% | 732 | -5.43% |
| Dec 31, 2023 | 1,937 | 6.55% | 502,634,404 | 1.22% | 65 | 1.57% | 891 | 5.57% | 774 | 18.17% |
| Sep 30, 2023 | 1,818 | -0.76% | 496,559,957 | 1.21% | 64 | 1.59% | 844 | -3.87% | 655 | -1.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 24.18M | 3.13% | -54.28K |
| Vanguard Institutional 500 Index Trust | 20.92M | 2.71% | 162.09K |
| The Utilities Select Sector SPDR® ETF | 10.91M | 1.41% | 5.04K |
| MFS Large Cap Value Equity | 10.32M | 1.34% | 304.50K |
| MFS Value A | 10.32M | 1.34% | -127.86K |
| SPDR® S&P 500® ETF Trust | 9.67M | 1.25% | 72.64K |
| Fidelity 500 Index | 9.54M | 1.23% | 64.83K |
| Vanguard Wellington™ Inv | 9.30M | 1.20% | -988.17K |
| iShares Core S&P 500 ETF | 9.07M | 1.17% | 6.38K |
| Vanguard Value Index Inv | 6.57M | 0.85% | -27.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | Renjel Louis E. | EVP, Chief Corporate Affairs | Sell | $44.59K |
| Nov 15, 2024 | Glenn Robert Alexander | EVP & CEO DEF & Midwest | Sell | $825.22K |
| Nov 15, 2024 | Glenn Robert Alexander | EVP & CEO DEF & Midwest | Sell | $821.02K |
| Aug 23, 2024 | JANSON JULIA S | EVP&CEO, Duke Energy Carolinas | Sell | $1.13M |
| Aug 08, 2024 | Renjel Louis E. | EVP, Chief Corporate Affairs | Sell | $61.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 1 |
DUK Ownership FAQ
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