Duke Energy Ownership 2024 | Who Owns Duke Energy Now?
Institutional Ownership
65.08%
Insider Ownership
0.14%
Retail Ownership
34.78%
Institutional Holders
1.91K
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 | 9.24% | 0.14% | 71,227,126 | 551,424 | 0.78% | 7,139,094,840 | Jun 30, 2024 |
| BLACKROCK INC. | 7.59% | 0.13% | 58,481,835 | 1,629,734 | 2.87% | 5,861,634,312 | Jun 30, 2024 |
| STATE STREET CORP | 4.95% | 0.17% | 38,188,823 | -273,237 | -0.71% | 3,827,665,729,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.53% | 0.35% | 19,505,694 | -659,928 | -3.27% | 1,955,055,711 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.37% | 0.56% | 18,274,591 | -331,983 | -1.78% | 1,831,662,256 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.15% | 17,045,874 | 493,464 | 2.98% | 1,709,979,871 | Jun 30, 2024 |
| MORGAN STANLEY | 1.42% | 0.09% | 10,977,944 | 81,974 | 0.75% | 1,100,319,487 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.33% | 0.22% | 10,227,930 | -1,265,410 | -11.01% | 1,025,145,424 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.18% | 0.08% | 9,105,221 | 297,975 | 3.38% | 912,616,357 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.13% | 0.27% | 8,699,109 | 149,494 | 1.75% | 871,911,683 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.16% | 8,592,332 | -13,807 | -0.16% | 861,209,389 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.08% | 0.19% | 8,331,131 | -373,489 | -4.29% | 835,031,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.01% | 0.13% | 7,790,517 | 269,287 | 3.58% | 780,843,519,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.01% | 0.17% | 7,769,919 | -228,800 | -2.86% | 778,778,880 | Jun 30, 2024 |
| FMR LLC | 0.99% | 0.05% | 7,669,960 | -230,008 | -2.91% | 768,760,006 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.74% | 0.35% | 5,703,710 | -659,651 | -10.37% | 571,682,926 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.71% | 1.29% | 5,439,042 | -135,974 | -2.44% | 545,155,179,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.67% | 0.10% | 5,148,080 | -92,269 | -1.76% | 515,992,018 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.57% | 0.36% | 4,376,683 | -620,703 | -12.42% | 438,704,323 | Jun 30, 2024 |
| INVESCO LTD. | 0.57% | 0.09% | 4,367,309 | -183,642 | -4.04% | 437,735,427 | Jun 30, 2024 |
Duke Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 9.24% of the company's total share outstanding, currently valued at $7.14B. The top 10 institutional shareholders own together 33.95% 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 | 0.09% | 7.58% | 717,120 | -256,040 | -26.31% | 71,876,938 | Jun 30, 2024 |
| BRUCE & CO., INC. | 0.03% | 6.79% | 205,816 | 1,926 | 0.94% | 20,628,938 | Jun 30, 2024 |
| CANAL INSURANCE CO | 0.02% | 3.97% | 150,166 | - | - | 15,051,000 | Jun 30, 2024 |
| CINCINNATI CASUALTY CO | 0.01% | 3.64% | 66,300 | - | - | 6,645,249 | Jun 30, 2024 |
| BCWM, LLC | 0.01% | 3.48% | 96,562 | -21,315 | -18.08% | 9,678,374 | Jun 30, 2024 |
| KESSLER INVESTMENT GROUP, LLC | 0.01% | 3.39% | 62,593 | 1,160 | 1.89% | 6,273,696 | Jun 30, 2024 |
| ELIOT FINKEL INVESTMENT COUNSEL, LLC | 0.01% | 3.32% | 50,284 | -175 | -0.35% | 5,039,965 | Jun 30, 2024 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 0.04% | 3.15% | 278,801 | 10,173 | 3.79% | 27,944,000 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.01% | 2.83% | 68,846 | 617 | 0.90% | 6,900,391 | Jun 30, 2024 |
| ANDREW HILL INVESTMENT ADVISORS, INC. | 0.00% | 2.77% | 33,340 | 33,340 | 100.00% | 3,341,668 | Jun 30, 2024 |
| KEENE & ASSOCIATES, INC. | 0.00% | 2.70% | 33,017 | -141 | -0.43% | 3,309,294 | Jun 30, 2024 |
| CULLEN CAPITAL MANAGEMENT, LLC | 0.30% | 2.69% | 2,330,956 | -80,675 | -3.35% | 233,631,759 | Jun 30, 2024 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.00% | 2.53% | 30,796 | -176 | -0.57% | 3,086,649 | Jun 30, 2024 |
| CLARITY FINANCIAL LLC | 0.02% | 2.50% | 168,818 | -69,014 | -29.02% | 16,920,609 | Jun 30, 2024 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 0.01% | 2.42% | 72,413 | -1,765 | -2.38% | 7,257,987 | Jun 30, 2024 |
| SLOCUM, GORDON & CO LLP | 0.00% | 2.40% | 32,123 | -500 | -1.53% | 3,219,681 | Jun 30, 2024 |
| OLD REPUBLIC INTERNATIONAL CORP | 0.07% | 2.29% | 560,731 | - | - | 56,202,000 | Jun 30, 2024 |
| CARSON ADVISORY INC. | 0.00% | 2.25% | 31,971 | 74 | 0.23% | 3,204,479 | Jun 30, 2024 |
| GODSEY & GIBB, INC | 0.03% | 2.09% | 201,903 | 3,536 | 1.78% | 20,236,771 | Jun 30, 2024 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | 0.01% | 2.09% | 42,569 | -1,983 | -4.45% | 4,266,691 | Jun 30, 2024 |
The largest Duke Energy shareholder by % of total assets is MAPLE-BROWN ABBOTT LTD. The company owns 717.12K shares of Duke Energy (DUK), representing 7.58% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GQG PARTNERS LLC | 0.34% | 0.40% | 2,599,671 | 2,536,596 | 4021.56% | 260,565,053 | Jun 30, 2024 |
| BLACKROCK INC. | 7.59% | 0.13% | 58,481,835 | 1,629,734 | 2.87% | 5,861,634,312 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 0.33% | 0.54% | 2,575,669 | 1,229,522 | 91.34% | 258,159,000 | Jun 30, 2024 |
| AMUNDI | 0.23% | 0.07% | 1,802,847 | 839,700 | 87.18% | 179,996,245 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.31% | 0.59% | 2,423,745 | 828,051 | 51.89% | 242,931,952 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.27% | 0.31% | 2,052,969 | 813,744 | 65.67% | 205,769,083 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.09% | 0.15% | 674,600 | 674,600 | 100.00% | 67,615,160 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.46% | 0.10% | 3,536,549 | 614,895 | 21.05% | 354,468,306 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.07% | 1.16% | 566,955 | 566,955 | 100.00% | 56,825,900 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.24% | 0.14% | 71,227,126 | 551,424 | 0.78% | 7,139,094,840 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.32% | 0.16% | 2,469,305 | 545,076 | 28.33% | 247,498,427 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.21% | 0.15% | 17,045,874 | 493,464 | 2.98% | 1,709,979,871 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.06% | 0.08% | 467,545 | 467,545 | 100.00% | 46,862,035 | Jun 30, 2024 |
| UBS GROUP AG | 0.36% | 0.07% | 2,794,737 | 425,194 | 17.94% | 280,116,490 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.41% | 0.05% | 3,148,872 | 390,285 | 14.15% | 315,611,484 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.17% | 0.11% | 1,305,931 | 390,056 | 42.59% | 130,893,464 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.06% | 0.05% | 468,759 | 364,749 | 350.69% | 46,983,715 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.04% | 0.15% | 323,992 | 323,992 | 100.00% | 32,473,718 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.05% | 0.14% | 410,397 | 319,935 | 353.67% | 41,134,000 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.14% | 0.20% | 1,065,313 | 309,100 | 40.87% | 106,776,322 | Jun 30, 2024 |
As of Jun 30 2024, Duke Energy's largest institutional buyer is GQG PARTNERS LLC. The company purchased 2.54M stocks of DUK, valued at $260.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.33% | 0.22% | 10,227,930 | -1,265,410 | -11.01% | 1,025,145,424 | Jun 30, 2024 |
| CAPITAL WEALTH PLANNING, LLC | 0.12% | 1.00% | 956,725 | -1,016,644 | -51.52% | 95,892,524 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.02% | 165,600 | -919,024 | -84.73% | 16,598,090 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.49% | 0.28% | 3,746,354 | -768,510 | -17.02% | 375,497,061 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.53% | 0.35% | 19,505,694 | -659,928 | -3.27% | 1,955,055,711 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.74% | 0.35% | 5,703,710 | -659,651 | -10.37% | 571,682,926 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.57% | 0.36% | 4,376,683 | -620,703 | -12.42% | 438,704,323 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.04% | 0.08% | 346,875 | -613,000 | -63.86% | 34,767,281 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 26,800 | -501,100 | -94.92% | 2,686,164 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -409,150 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.50% | 0.44% | 3,845,857 | -403,557 | -9.50% | 385,470,136 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 1.08% | 0.19% | 8,331,131 | -373,489 | -4.29% | 835,031,000 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.10% | 0.52% | 755,728 | -342,429 | -31.18% | 75,747,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.44% | 0.03% | 3,407,780 | -341,850 | -9.12% | 341,561,800 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.37% | 0.56% | 18,274,591 | -331,983 | -1.78% | 1,831,662,256 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 10,100 | -325,400 | -96.99% | 1,012,323 | Jun 30, 2024 |
| PENSERRA CAPITAL MANAGEMENT LLC | 0.04% | 0.40% | 318,765 | -324,785 | -50.47% | 31,950,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.41% | 0.09% | 3,151,584 | -292,388 | -8.49% | 318,544,475 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.14% | 0.06% | 1,052,544 | -284,797 | -21.30% | 105,467,602 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.41% | 0.76% | 3,174,750 | -282,547 | -8.17% | 318,205,192 | Jun 30, 2024 |
As of Jun 30 2024, Duke Energy's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -1.27M shares of DUK, valued at $1.03B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWIN TREE MANAGEMENT, LP | 0.09% | 0.15% | 674,600 | 674,600 | 100.00% | 67,615,160 | Jun 30, 2024 |
| JUNTO CAPITAL MANAGEMENT LP | 0.07% | 1.16% | 566,955 | 566,955 | 100.00% | 56,825,900 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.06% | 0.08% | 467,545 | 467,545 | 100.00% | 46,862,035 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.03% | 0.21% | 250,000 | 250,000 | 100.00% | 25,057,500 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.05% | 214,742 | 214,742 | 100.00% | 21,526,434 | Jun 30, 2024 |
| PECONIC PARTNERS LLC | 0.03% | 0.86% | 200,000 | 200,000 | 100.00% | 20,046,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.11% | 191,261 | 191,261 | 100.00% | 19,170,090 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.02% | 0.04% | 175,000 | 175,000 | 100.00% | 17,540,251 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.05% | 132,927 | 132,927 | 100.00% | 13,323,273 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.02% | 102,462 | 102,462 | 100.00% | 28,372,000 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.01% | 0.47% | 97,635 | 97,635 | 100.00% | 9,785,956 | Jun 30, 2024 |
| FIL LTD | 0.01% | 0.01% | 89,764 | 89,764 | 100.00% | 8,997,046 | Jun 30, 2024 |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.01% | 0.85% | 67,560 | 67,560 | 100.00% | 6,712,082 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.01% | 0.04% | 63,863 | 63,863 | 100.00% | 6,400,000 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.01% | 0.04% | 60,000 | 60,000 | 100.00% | 6,013,800 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.13% | 59,508 | 59,508 | 100.00% | 5,964,487 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.11% | 55,895 | 55,895 | 100.00% | 5,602,356 | Jun 30, 2024 |
| NIXON PEABODY TRUST CO | 0.01% | 0.34% | 38,645 | 38,645 | 100.00% | 3,873,388 | Jun 30, 2024 |
| 0.00% | 0.91% | 34,021 | 34,021 | 100.00% | 3,409,972 | Jun 30, 2024 | |
| ANDREW HILL INVESTMENT ADVISORS, INC. | 0.00% | 2.77% | 33,340 | 33,340 | 100.00% | 3,341,668 | Jun 30, 2024 |
| GOODMAN ADVISORY GROUP, LLC | 0.00% | 0.86% | 28,815 | 28,815 | 100.00% | 2,888,133 | Jun 30, 2024 |
| OAK GROVE CAPITAL LLC | 0.00% | 0.52% | 28,670 | 28,670 | 100.00% | 2,873,594 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.02% | 28,344 | 28,344 | 100.00% | 2,840,919 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.03% | 26,709 | 26,709 | 100.00% | 2,677,043 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.01% | 25,822 | 25,822 | 100.00% | 2,586,000 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.32% | 24,340 | 24,340 | 100.00% | 2,443,000 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.00% | 0.02% | 22,064 | 22,064 | 100.00% | 2,211,000 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.17% | 22,028 | 22,028 | 100.00% | 2,208,000 | Jun 30, 2024 |
| 0.00% | 1.27% | 19,356 | 19,356 | 100.00% | 1,940,046 | Jun 30, 2024 | |
| ADVANCED ASSET MANAGEMENT ADVISORS INC | 0.00% | 0.52% | 19,349 | 19,349 | 100.00% | 1,939,350 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.57% | 16,411 | 16,411 | 100.00% | 1,644,894 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.42% | 14,900 | 14,900 | 100.00% | 1,493,427 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.05% | 13,868 | 13,868 | 100.00% | 1,391,743 | Jun 30, 2024 |
| RANCH CAPITAL ADVISORS INC. | 0.00% | 0.65% | 12,430 | 12,430 | 100.00% | 1,245,852 | Jun 30, 2024 |
| BEACON FINANCIAL ADVISORY LLC | 0.00% | 0.35% | 9,353 | 9,353 | 100.00% | 937,403 | Jun 30, 2024 |
| RICHARD C. YOUNG & CO., LTD. | 0.00% | 0.11% | 9,074 | 9,074 | 100.00% | 909,499 | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | 0.00% | 0.13% | 9,008 | 9,008 | 100.00% | 902,872 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.00% | 0.03% | 8,091 | 8,091 | 100.00% | 810,961 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.05% | 7,213 | 7,213 | 100.00% | 722,959 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.00% | 7,129 | 7,129 | 100.00% | 714,538 | Jun 30, 2024 |
| 0.00% | 0.02% | 7,124 | 7,124 | 100.00% | 714,031 | Jun 30, 2024 | |
| LEGACY ADVISORS, LLC | 0.00% | 0.09% | 6,999 | 6,999 | 100.00% | 701,510 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 6,921 | 6,921 | 100.00% | 693,692 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.08% | 6,399 | 6,399 | 100.00% | 641,380 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.15% | 5,927 | 5,927 | 100.00% | 592,843 | Jun 30, 2024 |
| PASSUMPSIC SAVINGS BANK | 0.00% | 0.41% | 5,735 | 5,735 | 100.00% | 574,819 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.11% | 5,466 | 5,466 | 100.00% | 547,857 | Jun 30, 2024 |
| PRAIRIEVIEW PARTNERS, LLC | 0.00% | 0.06% | 5,000 | 5,000 | 100.00% | 501,000 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.02% | 4,826 | 4,826 | 100.00% | 483,710 | Jun 30, 2024 |
| 0.00% | 0.07% | 4,724 | 4,724 | 100.00% | 524,450 | Jun 30, 2024 | |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.08% | 4,454 | 4,454 | 100.00% | 446,424 | Jun 30, 2024 |
| ONE CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 4,249 | 4,249 | 100.00% | 425,876 | Jun 30, 2024 |
| KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.05% | 4,142 | 4,142 | 100.00% | 415,153 | Jun 30, 2024 |
| MAROTTA ASSET MANAGEMENT | 0.00% | 0.08% | 4,058 | 4,058 | 100.00% | 403,187 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 3,877 | 3,877 | 100.00% | 388,188 | Jun 30, 2024 |
| ATLAS PRIVATE WEALTH ADVISORS | 0.00% | 0.06% | 3,836 | 3,836 | 100.00% | 384,478 | Jun 30, 2024 |
| BAKER AVENUE ASSET MANAGEMENT, LP | 0.00% | 0.01% | 3,751 | 3,751 | 100.00% | 375,981 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.08% | 3,684 | 3,684 | 100.00% | 369,248 | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | 0.00% | 0.17% | 3,681 | 3,681 | 100.00% | 368,891 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 3,677 | 3,677 | 100.00% | 368,546 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.07% | 3,640 | 3,640 | 100.00% | 280,690 | Jun 30, 2024 |
| MCDANIEL TERRY & CO | 0.00% | 0.03% | 3,578 | 3,578 | 100.00% | 359,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.06% | 3,557 | 3,557 | 100.00% | 356,523 | Jun 30, 2024 |
| 0.00% | 0.22% | 3,358 | 3,358 | 100.00% | 336,572 | Jun 30, 2024 | |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.12% | 3,228 | 3,228 | 100.00% | 323,542 | Jun 30, 2024 |
| 0.00% | 0.23% | 3,149 | 3,149 | 100.00% | 315,608 | Jun 30, 2024 | |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.16% | 3,036 | 3,036 | 100.00% | 329,710 | Jun 30, 2024 |
| DAVIDSON INVESTMENT ADVISORS | 0.00% | 0.02% | 3,000 | 3,000 | 100.00% | 300,690 | Jun 30, 2024 |
| TITLEIST ASSET MANAGEMENT, LLC | 0.00% | 0.05% | 2,996 | 2,996 | 100.00% | 300,241 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 2,990 | 2,990 | 100.00% | 299,634 | Jun 30, 2024 |
| INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.11% | 2,962 | 2,962 | 100.00% | 296,781 | Jun 30, 2024 |
| OXFORD FINANCIAL GROUP LTD | 0.00% | 0.02% | 2,882 | 2,882 | 100.00% | 288,863 | Jun 30, 2024 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 0.00% | 0.09% | 2,873 | 2,873 | 100.00% | 287,995 | Jun 30, 2024 |
| WMS PARTNERS, LLC | 0.00% | 0.02% | 2,785 | 2,785 | 100.00% | 279,141 | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | 0.00% | 0.60% | 2,758 | 2,758 | 100.00% | 276,434 | Jun 30, 2024 |
| SIMON QUICK ADVISORS, LLC | 0.00% | 0.02% | 2,736 | 2,736 | 100.00% | 274,229 | Jun 30, 2024 |
| TCI WEALTH ADVISORS, INC. | 0.00% | 0.03% | 2,735 | 2,735 | 100.00% | 274,130 | Jun 30, 2024 |
| APRIO WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 2,696 | 2,696 | 100.00% | 270,261 | Jun 30, 2024 |
| RELYEA ZUCKERBERG HANSON LLC | 0.00% | 0.04% | 2,638 | 2,638 | 100.00% | 264,454 | Jun 30, 2024 |
| SENTINUS, LLC | 0.00% | 0.08% | 2,587 | 2,587 | 100.00% | 259,281 | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | 0.00% | 0.08% | 2,556 | 2,556 | 100.00% | 256,188 | Jun 30, 2024 |
| SYNTEGRA PRIVATE WEALTH GROUP, LLC | 0.00% | 0.03% | 2,485 | 2,485 | 100.00% | 249,072 | Jun 30, 2024 |
| 0.00% | 0.15% | 2,469 | 2,469 | 100.00% | 247,468 | Jun 30, 2024 | |
| ELLIS INVESTMENT PARTNERS, LLC | 0.00% | 0.05% | 2,457 | 2,457 | 100.00% | 246,228 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 2,387 | 2,387 | 100.00% | 239,288 | Jun 30, 2024 |
| PETTINGA FINANCIAL ADVISORS, LLC | 0.00% | 0.06% | 2,317 | 2,317 | 100.00% | 232,233 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.00% | 0.04% | 2,300 | 2,300 | 100.00% | 230,529 | Jun 30, 2024 |
| CALLAN FAMILY OFFICE, LLC | 0.00% | 0.04% | 2,249 | 2,249 | 100.00% | 225,417 | Jun 30, 2024 |
| PATRON PARTNERS, LLC | 0.00% | 0.13% | 2,181 | 2,181 | 100.00% | 218,602 | Jun 30, 2024 |
| SIVIA CAPITAL PARTNERS, LLC | 0.00% | 0.15% | 2,181 | 2,181 | 100.00% | 218,612 | Jun 30, 2024 |
| INVST, LLC | 0.00% | 0.02% | 2,164 | 2,164 | 100.00% | 215,001 | Jun 30, 2024 |
| PRIMORIS WEALTH ADVISORS, LLC | 0.00% | 0.17% | 2,148 | 2,148 | 100.00% | 215,290 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.07% | 2,123 | 2,123 | 100.00% | 212,819 | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | 0.00% | 0.01% | 2,112 | 2,112 | 100.00% | 211,645 | Jun 30, 2024 |
| ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD. | 0.00% | 0.01% | 2,087 | 2,087 | 100.00% | 209,000 | Jun 30, 2024 |
| REDHAWK WEALTH ADVISORS, INC. | 0.00% | 0.03% | 2,077 | 2,077 | 100.00% | 208,137 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.04% | 2,063 | 2,063 | 100.00% | 206,774 | Jun 30, 2024 |
| SHILANSKI & ASSOCIATES, INC. | 0.00% | 0.07% | 2,050 | 2,050 | 100.00% | 205,521 | Jun 30, 2024 |
| LIBERTY CAPITAL MANAGEMENT, INC. | 0.00% | 0.05% | 2,040 | 2,040 | 100.00% | 204,469 | Jun 30, 2024 |
| WEALTH EFFECTS LLC | 0.00% | 0.07% | 2,032 | 2,032 | 100.00% | 203,694 | Jun 30, 2024 |
Duke Energy's largest new institutional shareholder by number of shares is TWIN TREE MANAGEMENT, LP, purchased 674.60K shares, valued at $67.62M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -409,150 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -195,280 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -78,265 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -67,700 | -100.00% | - | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | - | - | - | -55,682 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -52,840 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -50,400 | -100.00% | - | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -49,037 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -48,419 | -100.00% | - | Jun 30, 2024 |
| HARVEST PORTFOLIOS GROUP INC. | - | - | - | -47,957 | -100.00% | - | Jun 30, 2024 |
| ALLY FINANCIAL INC. | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| FAMILY MANAGEMENT CORP | - | - | - | -35,114 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -31,096 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -26,189 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -23,746 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -23,365 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -21,368 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -20,716 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -20,665 | -100.00% | - | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | - | - | - | -17,292 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -14,372 | -100.00% | - | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -12,756 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -12,202 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -11,100 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -9,791 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -6,119 | -100.00% | - | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -5,733 | -100.00% | - | Jun 30, 2024 |
| ICON ADVISERS INC/CO | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -4,980 | -100.00% | - | Jun 30, 2024 |
| FIERA CAPITAL CORP | - | - | - | -4,860 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -4,752 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -3,719 | -100.00% | - | Jun 30, 2024 |
| FORTHRIGHT WEALTH MANAGEMENT, LLC | - | - | - | -3,651 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -3,647 | -100.00% | - | Jun 30, 2024 |
| WEALTHPLAN PARTNERS, LLC | - | - | - | -3,561 | -100.00% | - | Jun 30, 2024 |
| MISSION CREEK CAPITAL PARTNERS, INC. | - | - | - | -3,434 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -3,126 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -3,094 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -2,846 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -2,819 | -100.00% | - | Jun 30, 2024 |
| CAPITAL CITY TRUST CO/FL | - | - | - | -2,771 | -100.00% | - | Jun 30, 2024 |
| BRASS TAX WEALTH MANAGEMENT, INC | - | - | - | -2,731 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -2,681 | -100.00% | - | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT, LLC | - | - | - | -2,673 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -2,667 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -2,667 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -2,662 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -2,611 | -100.00% | - | Jun 30, 2024 |
| PROSPERITY CONSULTING GROUP, LLC | - | - | - | -2,599 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -2,566 | -100.00% | - | Jun 30, 2024 |
| FIRST AMERICAN TRUST, FSB | - | - | - | -2,534 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -2,521 | -100.00% | - | Jun 30, 2024 |
| STONEBROOK PRIVATE INC. | - | - | - | -2,520 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -2,442 | -100.00% | - | Jun 30, 2024 |
| MEZZASALMA ADVISORS, LLC | - | - | - | -2,425 | -100.00% | - | Jun 30, 2024 |
| MCRAE CAPITAL MANAGEMENT INC | - | - | - | -2,366 | -100.00% | - | Jun 30, 2024 |
| CLARUS GROUP, INC. | - | - | - | -2,358 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -2,339 | -100.00% | - | Jun 30, 2024 |
| POWER WEALTH MANAGEMENT LLC | - | - | - | -2,325 | -100.00% | - | Jun 30, 2024 |
| DONALD L. HAGAN, LLC | - | - | - | -2,312 | -100.00% | - | Jun 30, 2024 |
| ARDEN TRUST CO | - | - | - | -2,266 | -100.00% | - | Jun 30, 2024 |
| CARDIFF PARK ADVISORS, LLC | - | - | - | -2,263 | -100.00% | - | Jun 30, 2024 |
| LEXAURUM ADVISORS, LLC | - | - | - | -2,233 | -100.00% | - | Jun 30, 2024 |
| FIDUCIARY FAMILY OFFICE, LLC | - | - | - | -2,183 | -100.00% | - | Jun 30, 2024 |
| DMC GROUP, LLC | - | - | - | -2,108 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -2,103 | -100.00% | - | Jun 30, 2024 |
| EADS & HEALD WEALTH MANAGEMENT | - | - | - | -2,072 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -1,831 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -1,737 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -1,711 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -1,522 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -1,209 | -100.00% | - | Jun 30, 2024 |
| HANTZ FINANCIAL SERVICES, INC. | - | - | - | -1,004 | -100.00% | - | Jun 30, 2024 |
| GOODWIN INVESTMENT ADVISORY | - | - | - | -962 | -100.00% | - | Jun 30, 2024 |
| AVALON TRUST CO | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -468 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| ROYAL FUND MANAGEMENT, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -375 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -276 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -263 | -100.00% | - | Jun 30, 2024 |
| CORE WEALTH ADVISORS, INC. | - | - | - | -102 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
| SPECTRUM WEALTH COUNSEL, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
Duke Energy's largest sold out institutional shareholder by shares sold is RENAISSANCE TECHNOLOGIES LLC, sold -0.41M shares, valued at -, as of undefined.
Duke Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 3.26% | 1,700,000 | - | - | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 3.18% | 43,133 | - | - | Nov 30, 2022 |
| UBS Series Funds | 2.71% | 11,665,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.44% | 1,275,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| Matrix Advisors Funds Trust | 1.80% | 9,800 | 8,200 | 512.50% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.49% | 775,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.49% | 775,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.46% | 760,000 | - | - | 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 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| KAVILCO INC/WA/ | 1.33% | 9,695 | 9,695 | - | Mar 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 1.23% | 22,045,000 | - | - | Feb 29, 2024 |
| UBS Series Funds | 1.16% | 5,000,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.03% | 535,391 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.96% | 20,118,000 | - | - | Mar 31, 2024 |
| Procure ETF Trust I | 0.95% | 335 | -61 | -15.40% | Jan 31, 2022 |
| Invesco Management Trust | 0.95% | 18,000,000 | - | - | Feb 29, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 0.95% | 750,000 | - | - | Dec 29, 2023 |
| Natixis ETF Trust | 0.93% | 190,000 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.92% | 349,733 | 115,500 | 49.31% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.86% | 450,000 | - | - | Mar 31, 2024 |
| TRI-CONTINENTAL CORP | 0.84% | 4,500,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.83% | 4,550,000 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.82% | 2,000,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS II | 0.82% | 1,320,478 | 1,174,985 | 807.59% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.77% | 20,000,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.77% | 3,350,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.72% | 375,000 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST X | 0.71% | 39,321,000 | - | - | Mar 28, 2024 |
| Eubel Brady & Suttman Mutual Fund Trust | 0.70% | 3,000,000 | - | - | Jul 31, 2021 |
| REAVES UTILITY INCOME FUND | 0.69% | 611,000 | -295,000 | -32.56% | Jan 31, 2024 |
| DELAWARE VIP TRUST | 0.69% | 2,480,000 | - | - | Mar 28, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.69% | 3,950,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.67% | 550,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.65% | 341,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.63% | 1,749 | 986 | 129.23% | May 31, 2022 |
| Manager Directed Portfolios | 0.61% | 100,000 | - | - | Jan 31, 2024 |
| SCHRODER SERIES TRUST | 0.61% | 490,000 | - | - | Oct 31, 2021 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.58% | 15,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.56% | 5,000,000 | - | - | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.56% | 16,505 | -1,660 | -9.14% | Mar 31, 2024 |
| 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 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.54% | 140,018 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.54% | 79,412 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.52% | 610,000 | - | - | Mar 28, 2024 |
| Invesco Management Trust | 0.52% | 9,756,000 | - | - | Feb 29, 2024 |
| SEI Exchange Traded Funds | 0.51% | 7,128 | 5,366 | 304.54% | Dec 31, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| Natixis ETF Trust | 0.49% | 100,000 | 100,000 | - | Mar 31, 2024 |
| 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 |
| Arrow Investments Trust | 0.46% | 874,000 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.45% | 437,100 | - | - | Feb 29, 2024 |
| Ultimus Managers Trust | 0.45% | 5,166,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.45% | 1,170,000 | 1,170,000 | - | Mar 31, 2024 |
| Franklin Investors Securities Trust | 0.44% | 30,500,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 0.43% | 70,000 | - | - | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.41% | 1,085,000 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.41% | 4,050,096 | -774,133 | -16.05% | Feb 29, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.40% | 2,000,000 | - | - | Mar 28, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.40% | 10,350,000 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.40% | 259,000 | - | - | Dec 29, 2023 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.39% | 17,300,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.39% | 250,000 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
Duke Energy's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 1.70M shares, compromising 3.26% of its total assets.
Duke Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,908 | -1.45% |
| 31 Mar, 24 | 1,936 | 0.36% |
| 31 Dec, 23 | 1,929 | 6.57% |
| 30 Sep, 23 | 1,810 | -0.82% |
| 30 Jun, 23 | 1,825 | -0.82% |
| 31 Mar, 23 | 1,840 | -1.13% |
| 31 Dec, 22 | 1,861 | 4.43% |
| 30 Sep, 22 | 1,782 | -2.57% |
| 30 Jun, 22 | 1,829 | -2.04% |
| 31 Mar, 22 | 1,867 | 2.75% |
| 31 Dec, 21 | 1,817 | 8.15% |
| 30 Sep, 21 | 1,680 | -0.41% |
| 30 Jun, 21 | 1,687 | 1.02% |
| 31 Mar, 21 | 1,670 | 0.30% |
| 31 Dec, 20 | 1,665 | 6.87% |
| 30 Sep, 20 | 1,558 | 1.04% |
| 30 Jun, 20 | 1,542 | 0.85% |
| 31 Mar, 20 | 1,529 | -3.23% |
| 31 Dec, 19 | 1,580 | 6.97% |
| 30 Sep, 19 | 1,477 | 1.16% |
| 30 Jun, 19 | 1,460 | -1.82% |
| 31 Mar, 19 | 1,487 | 4.28% |
| 31 Dec, 18 | 1,426 | 6.98% |
| 30 Sep, 18 | 1,333 | -2.20% |
| 30 Jun, 18 | 1,363 | 1.04% |
| 31 Mar, 18 | 1,349 | -0.30% |
| 31 Dec, 17 | 1,353 | 9.73% |
| 30 Sep, 17 | 1,233 | -1.28% |
| 30 Jun, 17 | 1,249 | 1.54% |
| 31 Mar, 17 | 1,230 | 0.49% |
| 31 Dec, 16 | 1,224 | 6.43% |
| 30 Sep, 16 | 1,150 | -2.04% |
| 30 Jun, 16 | 1,174 | 3.89% |
| 31 Mar, 16 | 1,130 | 2.82% |
| 31 Dec, 15 | 1,099 | 3.68% |
| 30 Sep, 15 | 1,060 | - |
| 30 Jun, 15 | 1,060 | -2.03% |
| 31 Mar, 15 | 1,082 | -1.55% |
| 31 Dec, 14 | 1,099 | 7.64% |
| 30 Sep, 14 | 1,021 | 1.29% |
| 30 Jun, 14 | 1,008 | -0.59% |
| 31 Mar, 14 | 1,014 | 3.05% |
| 31 Dec, 13 | 984 | 9.45% |
| 30 Sep, 13 | 899 | 1.58% |
| 30 Jun, 13 | 885 | 147.21% |
| 31 Mar, 13 | 358 | 1.42% |
| 31 Dec, 12 | 353 | 8.28% |
| 30 Sep, 12 | 326 | 425.81% |
| 30 Jun, 12 | 62 | 933.33% |
| 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 30 Jun 24, 1,908 institutions are holding Duke Energy's shares, representing a decrease of -1.45% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 501,790,545 | 0.12% |
| 31 Mar, 24 | 501,196,225 | -0.26% |
| 31 Dec, 23 | 502,501,077 | 1.25% |
| 30 Sep, 23 | 496,290,382 | 1.18% |
| 30 Jun, 23 | 490,509,651 | -0.34% |
| 31 Mar, 23 | 492,207,058 | -0.44% |
| 31 Dec, 22 | 494,366,239 | 1.41% |
| 30 Sep, 22 | 487,508,987 | 0.05% |
| 30 Jun, 22 | 487,257,326 | 1.45% |
| 31 Mar, 22 | 480,299,594 | -0.02% |
| 31 Dec, 21 | 480,392,614 | 0.80% |
| 30 Sep, 21 | 476,594,800 | -0.96% |
| 30 Jun, 21 | 481,231,976 | -0.21% |
| 31 Mar, 21 | 482,267,716 | 1.93% |
| 31 Dec, 20 | 473,115,046 | 1.32% |
| 30 Sep, 20 | 466,958,105 | -0.37% |
| 30 Jun, 20 | 468,671,921 | -0.31% |
| 31 Mar, 20 | 470,148,509 | 0.55% |
| 31 Dec, 19 | 467,564,359 | 6.65% |
| 30 Sep, 19 | 438,423,470 | -93.78% |
| 30 Jun, 19 | 7,053,229,167 | 1507.65% |
| 31 Mar, 19 | 438,728,475 | -0.71% |
| 31 Dec, 18 | 441,880,489 | 4.22% |
| 30 Sep, 18 | 423,981,818 | 1.10% |
| 30 Jun, 18 | 419,355,709 | 1.35% |
| 31 Mar, 18 | 413,753,944 | 3.49% |
| 31 Dec, 17 | 399,806,285 | -0.14% |
| 30 Sep, 17 | 400,367,753 | 1.68% |
| 30 Jun, 17 | 393,769,431 | 0.93% |
| 31 Mar, 17 | 390,138,611 | 1.46% |
| 31 Dec, 16 | 384,539,651 | -1.87% |
| 30 Sep, 16 | 391,886,874 | -0.26% |
| 30 Jun, 16 | 392,904,135 | -2.80% |
| 31 Mar, 16 | 404,230,811 | 8.24% |
| 31 Dec, 15 | 373,456,936 | -4.84% |
| 30 Sep, 15 | 392,438,582 | 4.27% |
| 30 Jun, 15 | 376,385,648 | -3.71% |
| 31 Mar, 15 | 390,879,144 | -0.20% |
| 31 Dec, 14 | 391,675,930 | 0.09% |
| 30 Sep, 14 | 391,338,267 | 1.66% |
| 30 Jun, 14 | 384,950,725 | 1.97% |
| 31 Mar, 14 | 377,498,478 | -0.32% |
| 31 Dec, 13 | 378,698,797 | 0.54% |
| 30 Sep, 13 | 376,664,667 | 5.82% |
| 30 Jun, 13 | 355,937,188 | 216.29% |
| 31 Mar, 13 | 112,535,337 | -2.83% |
| 31 Dec, 12 | 115,813,409 | 5.50% |
| 30 Sep, 12 | 109,779,729 | 842.07% |
| 30 Jun, 12 | 11,652,982 | 6976.74% |
| 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 501.79M shares outstanding as of 30 Jun 24, up 0.12% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 65.08% | 1.54% |
| 31 Mar, 24 | 65.01% | 1.53% |
| 31 Dec, 23 | 65.18% | 1.57% |
| 30 Sep, 23 | 64.37% | 1.59% |
| 30 Jun, 23 | 63.62% | 1.56% |
| 31 Mar, 23 | 63.92% | 1.55% |
| 31 Dec, 22 | 64.20% | 1.60% |
| 30 Sep, 22 | 63.31% | 1.58% |
| 30 Jun, 22 | 63.28% | 1.63% |
| 31 Mar, 22 | 62.38% | 1.60% |
| 31 Dec, 21 | 62.47% | 1.63% |
| 30 Sep, 21 | 61.98% | 1.58% |
| 30 Jun, 21 | 62.58% | 1.59% |
| 31 Mar, 21 | 62.71% | 1.51% |
| 31 Dec, 20 | 64.37% | 1.59% |
| 30 Sep, 20 | 63.53% | 1.56% |
| 30 Jun, 20 | 63.88% | 1.56% |
| 31 Mar, 20 | 64.05% | 1.56% |
| 31 Dec, 19 | 64.14% | 1.77% |
| 30 Sep, 19 | 60.14% | 0.01% |
| 30 Jun, 19 | 968.85% | 26.60% |
| 31 Mar, 19 | 60.35% | 1.55% |
| 31 Dec, 18 | 62.41% | 1.77% |
| 30 Sep, 18 | 59.46% | 1.67% |
| 30 Jun, 18 | 59.65% | 1.71% |
| 31 Mar, 18 | 59.02% | 1.81% |
| 31 Dec, 17 | 57.12% | 1.75% |
| 30 Sep, 17 | 57.20% | 1.81% |
| 30 Jun, 17 | 56.25% | 1.81% |
| 31 Mar, 17 | 55.73% | 1.80% |
| 31 Dec, 16 | 55.65% | 1.72% |
| 30 Sep, 16 | 56.88% | 1.75% |
| 30 Jun, 16 | 57.03% | 1.66% |
| 31 Mar, 16 | 58.67% | 2.03% |
| 31 Dec, 15 | 53.81% | 1.65% |
| 30 Sep, 15 | 57.04% | 1.93% |
| 30 Jun, 15 | 54.39% | 1.78% |
| 31 Mar, 15 | 55.21% | 1.80% |
| 31 Dec, 14 | 55.40% | 1.81% |
| 30 Sep, 14 | 55.35% | 1.87% |
| 30 Jun, 14 | 54.45% | 1.90% |
| 31 Mar, 14 | 53.47% | 1.86% |
| 31 Dec, 13 | 53.64% | 1.88% |
| 30 Sep, 13 | 53.35% | 2.09% |
| 30 Jun, 13 | 50.52% | 19.83% |
| 31 Mar, 13 | 15.96% | 5.88% |
| 31 Dec, 12 | 16.47% | 6.68% |
| 30 Sep, 12 | 15.71% | 230.06% |
| 30 Jun, 12 | 2.61% | 191781.57% |
| 31 Mar, 12 | 0.04% | 23303.17% |
| 31 Dec, 11 | 0.01% | 13347.42% |
| 30 Sep, 11 | 0.01% | 16894.74% |
| 30 Jun, 11 | 0.01% | 14098.63% |
| 31 Mar, 11 | 0.01% | 1762.25% |
| 31 Dec, 10 | 0.02% | 1000.22% |
| 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% | 10287.88% |
| 31 Dec, 06 | 0.01% | 1096.01% |
| 30 Sep, 06 | 0.03% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, Duke Energy is held by 65.08% institutional shareholders, representing a 1.54% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 895 | -1.86% |
| 31 Mar, 24 | 912 | 2.82% |
| 31 Dec, 23 | 887 | 5.60% |
| 30 Sep, 23 | 840 | -3.89% |
| 30 Jun, 23 | 874 | -4.90% |
| 31 Mar, 23 | 919 | -6.80% |
| 31 Dec, 22 | 986 | 10.79% |
| 30 Sep, 22 | 890 | -1.00% |
| 30 Jun, 22 | 899 | -8.73% |
| 31 Mar, 22 | 985 | -0.40% |
| 31 Dec, 21 | 989 | 20.61% |
| 30 Sep, 21 | 820 | -0.97% |
| 30 Jun, 21 | 828 | 0.61% |
| 31 Mar, 21 | 823 | 1.23% |
| 31 Dec, 20 | 813 | 15.98% |
| 30 Sep, 20 | 701 | -2.23% |
| 30 Jun, 20 | 717 | 1.70% |
| 31 Mar, 20 | 705 | -13.81% |
| 31 Dec, 19 | 818 | 13.14% |
| 30 Sep, 19 | 723 | 6.64% |
| 30 Jun, 19 | 678 | -4.78% |
| 31 Mar, 19 | 712 | 3.64% |
| 31 Dec, 18 | 687 | 27.93% |
| 30 Sep, 18 | 537 | -5.46% |
| 30 Jun, 18 | 568 | -4.70% |
| 31 Mar, 18 | 596 | -10.91% |
| 31 Dec, 17 | 669 | 27.43% |
| 30 Sep, 17 | 525 | -1.87% |
| 30 Jun, 17 | 535 | -4.29% |
| 31 Mar, 17 | 559 | -4.93% |
| 31 Dec, 16 | 588 | 12.43% |
| 30 Sep, 16 | 523 | -8.41% |
| 30 Jun, 16 | 571 | -1.38% |
| 31 Mar, 16 | 579 | 10.50% |
| 31 Dec, 15 | 524 | 12.45% |
| 30 Sep, 15 | 466 | 10.17% |
| 30 Jun, 15 | 423 | -8.84% |
| 31 Mar, 15 | 464 | -3.13% |
| 31 Dec, 14 | 479 | 10.88% |
| 30 Sep, 14 | 432 | -1.37% |
| 30 Jun, 14 | 438 | -2.88% |
| 31 Mar, 14 | 451 | 8.94% |
| 31 Dec, 13 | 414 | 7.81% |
| 30 Sep, 13 | 384 | -41.64% |
| 30 Jun, 13 | 658 | 284.80% |
| 31 Mar, 13 | 171 | -15.35% |
| 31 Dec, 12 | 202 | -24.34% |
| 30 Sep, 12 | 267 | 345.00% |
| 30 Jun, 12 | 60 | 1400.00% |
| 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 | - |
895 institutional shareholders have increased their position in DUK stock as of 30 Jun 24 compared to 912 in the previous quarter (a -1.86% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 697 | -4.26% |
| 31 Mar, 24 | 728 | -5.70% |
| 31 Dec, 23 | 772 | 18.22% |
| 30 Sep, 23 | 653 | -1.21% |
| 30 Jun, 23 | 661 | 3.28% |
| 31 Mar, 23 | 640 | 8.84% |
| 31 Dec, 22 | 588 | 3.89% |
| 30 Sep, 22 | 566 | -5.51% |
| 30 Jun, 22 | 599 | 3.63% |
| 31 Mar, 22 | 578 | 2.85% |
| 31 Dec, 21 | 562 | 3.31% |
| 30 Sep, 21 | 544 | -2.33% |
| 30 Jun, 21 | 557 | -4.95% |
| 31 Mar, 21 | 586 | -3.62% |
| 31 Dec, 20 | 608 | -0.82% |
| 30 Sep, 20 | 613 | 6.61% |
| 30 Jun, 20 | 575 | -3.52% |
| 31 Mar, 20 | 596 | 19.44% |
| 31 Dec, 19 | 499 | -0.60% |
| 30 Sep, 19 | 502 | -2.71% |
| 30 Jun, 19 | 516 | 1.98% |
| 31 Mar, 19 | 506 | -0.20% |
| 31 Dec, 18 | 507 | -5.06% |
| 30 Sep, 18 | 534 | -3.26% |
| 30 Jun, 18 | 552 | 2.03% |
| 31 Mar, 18 | 541 | 19.69% |
| 31 Dec, 17 | 452 | 1.12% |
| 30 Sep, 17 | 447 | -3.04% |
| 30 Jun, 17 | 461 | 5.98% |
| 31 Mar, 17 | 435 | 1.87% |
| 31 Dec, 16 | 427 | 7.29% |
| 30 Sep, 16 | 398 | 3.38% |
| 30 Jun, 16 | 385 | 8.45% |
| 31 Mar, 16 | 355 | -7.79% |
| 31 Dec, 15 | 385 | 4.34% |
| 30 Sep, 15 | 369 | -14.39% |
| 30 Jun, 15 | 431 | 2.13% |
| 31 Mar, 15 | 422 | 1.69% |
| 31 Dec, 14 | 415 | 11.86% |
| 30 Sep, 14 | 371 | -1.59% |
| 30 Jun, 14 | 377 | -4.80% |
| 31 Mar, 14 | 396 | -1.49% |
| 31 Dec, 13 | 402 | 11.05% |
| 30 Sep, 13 | 362 | 124.84% |
| 30 Jun, 13 | 161 | 8.05% |
| 31 Mar, 13 | 149 | 35.45% |
| 31 Dec, 12 | 110 | 139.13% |
| 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 | - | - |
697 institutional shareholders have reduced their position in DUK stock as of 30 Jun 24 compared to 728 in the previous quarter (a -4.26% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,908 | -1.45% | 501,790,545 | 0.12% | 65.08% | 1.54% | 895 | -1.86% | 697 | -4.26% |
| 31 Mar, 24 | 1,936 | 0.36% | 501,196,225 | -0.26% | 65.01% | 1.53% | 912 | 2.82% | 728 | -5.70% |
| 31 Dec, 23 | 1,929 | 6.57% | 502,501,077 | 1.25% | 65.18% | 1.57% | 887 | 5.60% | 772 | 18.22% |
| 30 Sep, 23 | 1,810 | -0.82% | 496,290,382 | 1.18% | 64.37% | 1.59% | 840 | -3.89% | 653 | -1.21% |
| 30 Jun, 23 | 1,825 | -0.82% | 490,509,651 | -0.34% | 63.62% | 1.56% | 874 | -4.90% | 661 | 3.28% |
| 31 Mar, 23 | 1,840 | -1.13% | 492,207,058 | -0.44% | 63.92% | 1.55% | 919 | -6.80% | 640 | 8.84% |
| 31 Dec, 22 | 1,861 | 4.43% | 494,366,239 | 1.41% | 64.20% | 1.60% | 986 | 10.79% | 588 | 3.89% |
| 30 Sep, 22 | 1,782 | -2.57% | 487,508,987 | 0.05% | 63.31% | 1.58% | 890 | -1.00% | 566 | -5.51% |
| 30 Jun, 22 | 1,829 | -2.04% | 487,257,326 | 1.45% | 63.28% | 1.63% | 899 | -8.73% | 599 | 3.63% |
| 31 Mar, 22 | 1,867 | 2.75% | 480,299,594 | -0.02% | 62.38% | 1.60% | 985 | -0.40% | 578 | 2.85% |
| 31 Dec, 21 | 1,817 | 8.15% | 480,392,614 | 0.80% | 62.47% | 1.63% | 989 | 20.61% | 562 | 3.31% |
| 30 Sep, 21 | 1,680 | -0.41% | 476,594,800 | -0.96% | 61.98% | 1.58% | 820 | -0.97% | 544 | -2.33% |
| 30 Jun, 21 | 1,687 | 1.02% | 481,231,976 | -0.21% | 62.58% | 1.59% | 828 | 0.61% | 557 | -4.95% |
| 31 Mar, 21 | 1,670 | 0.30% | 482,267,716 | 1.93% | 62.71% | 1.51% | 823 | 1.23% | 586 | -3.62% |
| 31 Dec, 20 | 1,665 | 6.87% | 473,115,046 | 1.32% | 64.37% | 1.59% | 813 | 15.98% | 608 | -0.82% |
| 30 Sep, 20 | 1,558 | 1.04% | 466,958,105 | -0.37% | 63.53% | 1.56% | 701 | -2.23% | 613 | 6.61% |
| 30 Jun, 20 | 1,542 | 0.85% | 468,671,921 | -0.31% | 63.88% | 1.56% | 717 | 1.70% | 575 | -3.52% |
| 31 Mar, 20 | 1,529 | -3.23% | 470,148,509 | 0.55% | 64.05% | 1.56% | 705 | -13.81% | 596 | 19.44% |
| 31 Dec, 19 | 1,580 | 6.97% | 467,564,359 | 6.65% | 64.14% | 1.77% | 818 | 13.14% | 499 | -0.60% |
| 30 Sep, 19 | 1,477 | 1.16% | 438,423,470 | -93.78% | 60.14% | 0.01% | 723 | 6.64% | 502 | -2.71% |
| 30 Jun, 19 | 1,460 | -1.82% | 7,053,229,167 | 1507.65% | 968.85% | 26.60% | 678 | -4.78% | 516 | 1.98% |
| 31 Mar, 19 | 1,487 | 4.28% | 438,728,475 | -0.71% | 60.35% | 1.55% | 712 | 3.64% | 506 | -0.20% |
| 31 Dec, 18 | 1,426 | 6.98% | 441,880,489 | 4.22% | 62.41% | 1.77% | 687 | 27.93% | 507 | -5.06% |
| 30 Sep, 18 | 1,333 | -2.20% | 423,981,818 | 1.10% | 59.46% | 1.67% | 537 | -5.46% | 534 | -3.26% |
| 30 Jun, 18 | 1,363 | 1.04% | 419,355,709 | 1.35% | 59.65% | 1.71% | 568 | -4.70% | 552 | 2.03% |
| 31 Mar, 18 | 1,349 | -0.30% | 413,753,944 | 3.49% | 59.02% | 1.81% | 596 | -10.91% | 541 | 19.69% |
| 31 Dec, 17 | 1,353 | 9.73% | 399,806,285 | -0.14% | 57.12% | 1.75% | 669 | 27.43% | 452 | 1.12% |
| 30 Sep, 17 | 1,233 | -1.28% | 400,367,753 | 1.68% | 57.20% | 1.81% | 525 | -1.87% | 447 | -3.04% |
| 30 Jun, 17 | 1,249 | 1.54% | 393,769,431 | 0.93% | 56.25% | 1.81% | 535 | -4.29% | 461 | 5.98% |
| 31 Mar, 17 | 1,230 | 0.49% | 390,138,611 | 1.46% | 55.73% | 1.80% | 559 | -4.93% | 435 | 1.87% |
| 31 Dec, 16 | 1,224 | 6.43% | 384,539,651 | -1.87% | 55.65% | 1.72% | 588 | 12.43% | 427 | 7.29% |
| 30 Sep, 16 | 1,150 | -2.04% | 391,886,874 | -0.26% | 56.88% | 1.75% | 523 | -8.41% | 398 | 3.38% |
| 30 Jun, 16 | 1,174 | 3.89% | 392,904,135 | -2.80% | 57.03% | 1.66% | 571 | -1.38% | 385 | 8.45% |
| 31 Mar, 16 | 1,130 | 2.82% | 404,230,811 | 8.24% | 58.67% | 2.03% | 579 | 10.50% | 355 | -7.79% |
| 31 Dec, 15 | 1,099 | 3.68% | 373,456,936 | -4.84% | 53.81% | 1.65% | 524 | 12.45% | 385 | 4.34% |
| 30 Sep, 15 | 1,060 | - | 392,438,582 | 4.27% | 57.04% | 1.93% | 466 | 10.17% | 369 | -14.39% |
| 30 Jun, 15 | 1,060 | -2.03% | 376,385,648 | -3.71% | 54.39% | 1.78% | 423 | -8.84% | 431 | 2.13% |
| 31 Mar, 15 | 1,082 | -1.55% | 390,879,144 | -0.20% | 55.21% | 1.80% | 464 | -3.13% | 422 | 1.69% |
| 31 Dec, 14 | 1,099 | 7.64% | 391,675,930 | 0.09% | 55.40% | 1.81% | 479 | 10.88% | 415 | 11.86% |
| 30 Sep, 14 | 1,021 | 1.29% | 391,338,267 | 1.66% | 55.35% | 1.87% | 432 | -1.37% | 371 | -1.59% |
| 30 Jun, 14 | 1,008 | -0.59% | 384,950,725 | 1.97% | 54.45% | 1.90% | 438 | -2.88% | 377 | -4.80% |
| 31 Mar, 14 | 1,014 | 3.05% | 377,498,478 | -0.32% | 53.47% | 1.86% | 451 | 8.94% | 396 | -1.49% |
| 31 Dec, 13 | 984 | 9.45% | 378,698,797 | 0.54% | 53.64% | 1.88% | 414 | 7.81% | 402 | 11.05% |
| 30 Sep, 13 | 899 | 1.58% | 376,664,667 | 5.82% | 53.35% | 2.09% | 384 | -41.64% | 362 | 124.84% |
| 30 Jun, 13 | 885 | 147.21% | 355,937,188 | 216.29% | 50.52% | 19.83% | 658 | 284.80% | 161 | 8.05% |
| 31 Mar, 13 | 358 | 1.42% | 112,535,337 | -2.83% | 15.96% | 5.88% | 171 | -15.35% | 149 | 35.45% |
| 31 Dec, 12 | 353 | 8.28% | 115,813,409 | 5.50% | 16.47% | 6.68% | 202 | -24.34% | 110 | 139.13% |
| 30 Sep, 12 | 326 | 425.81% | 109,779,729 | 842.07% | 15.71% | 230.06% | 267 | 345.00% | 46 | - |
| 30 Jun, 12 | 62 | 933.33% | 11,652,982 | 6976.74% | 2.61% | 191781.57% | 60 | 1400.00% | - | -100.00% |
| 31 Mar, 12 | 6 | 100.00% | 164,666 | 194.94% | 0.04% | 23303.17% | 4 | 100.00% | 2 | - |
| 31 Dec, 11 | 3 | - | 55,830 | 29.47% | 0.01% | 13347.42% | 2 | - | - | -100.00% |
| 30 Sep, 11 | 3 | 50.00% | 43,123 | 28.38% | 0.01% | 16894.74% | 2 | - | 1 | - |
| 30 Jun, 11 | 2 | - | 33,589 | 3.08% | 0.01% | 14098.63% | 2 | - | - | -100.00% |
| 31 Mar, 11 | 2 | -33.33% | 32,584 | -63.86% | 0.01% | 1762.25% | - | -100.00% | 2 | - |
| 31 Dec, 10 | 3 | 50.00% | 90,167 | -54.69% | 0.02% | 1000.22% | 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% | 10287.88% | 1 | - | - | - |
| 31 Dec, 06 | 1 | - | 41,667 | -66.93% | 0.01% | 1096.01% | 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
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Duke Energy's stock was made by Renjel Louis E. on Aug 12 2024, selling 540 shares at $113.64 per share (valued at $61.37K).
Duke Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 14 | 16 | 87.50% |
| 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% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Duke Energy's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| 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 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Duke Energy's stocks.
DUK Ownership FAQ
Who Owns Duke Energy?
Duke Energy is owned by institutional shareholders (65.08%), insiders (0.14%), and public (34.78%). The largest institutional shareholder of Duke Energy is VANGUARD GROUP INC (9.24% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (3.26% 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 26.68% of the company's share outstanding.
How many Duke Energy shareholders are there?
As of Jun 2024, there are 1,908 institutional shareholders of Duke Energy.
What percentage of Duke Energy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 71.23M shares of Duke Energy, representing 9.24% of the company's total shares outstanding, valued at $7.14B (as of Jun 2024).
What percentage of Duke Energy is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 58.48M shares of Duke Energy (DUK), compromising 7.59% of the company, valued at $5.86B.
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 38.19M of the company's shares outstanding (worth $3.83T).