Duke Energy Ownership | Who Owns Duke Energy?
Duke Energy Ownership Summary
Duke Energy is owned by 65.84% institutional investors, 0.47% insiders, and 33.69% retail investors. Vanguard group is the largest institutional shareholder, holding 9.44% of DUK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.15% of its assets in Duke Energy shares.
DUK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Duke Energy | 65.84% | 0.47% | 33.69% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
| Idea | Nuclear Energy Stocks List | 57.63% | 4.05% | 38.32% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 72.89M | 9.44% | $7.85B |
| Blackrock funding, inc. /de | 62.56M | 8.10% | $6.74B |
| Blackrock | 58.48M | 7.59% | $5.86B |
| State street | 39.71M | 5.14% | $4.28B |
| Massachusetts financial services co /ma/ | 18.10M | 2.34% | $1.95B |
| Geode capital management | 17.87M | 2.32% | $1.93B |
| Wellington management group llp | 16.10M | 2.09% | $1.73B |
| Fmr | 11.51M | 1.49% | $1.24B |
| Morgan stanley | 10.98M | 1.42% | $1.10B |
| Charles schwab investment management | 8.56M | 1.11% | $922.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 195.82K | 6.77% | $21.10M |
| Maple-brown abbott | 478.74K | 6.29% | $51.58M |
| Canal insurance | 150.17K | 4.20% | $16.18M |
| Cincinnati casualty | 66.30K | 4.00% | $7.14M |
| Zimmer partners, lp | 2.03M | 3.76% | $218.45M |
| Bcwm | 91.10K | 3.50% | $9.82M |
| Eliot finkel investment counsel | 49.76K | 3.41% | $5.36M |
| Liberty one investment management | 280.92K | 3.28% | $30.27M |
| Kessler investment group | 62.81K | 3.21% | $6.77M |
| Keene & associates | 33.27K | 2.88% | $3.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 11.51M | 0.07% | 4.12M |
| Raymond james financial | 2.56M | 0.10% | 2.56M |
| Blackrock funding, inc. /de | 62.56M | 0.14% | 2.10M |
| Blackrock | 58.48M | 0.13% | 1.63M |
| Millennium management | 1.62M | 0.09% | 1.56M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pathway financial advisers | 58.30K | 2.10% | -6.72M |
| Capital research global investors | 5.61M | 0.12% | -4.62M |
| Gqg partners | 57.01K | 0.01% | -4.34M |
| Groupama asset managment | - | - | -2.20M |
| Wellington management group llp | 16.10M | 0.32% | -1.73M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 2.56M | 0.10% | 2.56M | $275.85M |
| Mizuho markets americas | 600.00K | 1.16% | 600.00K | $64.64M |
| Jennison associates | 422.53K | 0.03% | 422.53K | $45.52M |
| Guardian partners | 125.04K | 1.38% | 125.04K | $13.53M |
| Btg pactual asset management us | 102.95K | 1.15% | 102.95K | $11.09M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Sugar maple asset management | -5.00 |
| Voisard asset management group | -11.00 |
| Spectrum wealth counsel | -20.00 |
| Financial synergies wealth advisors | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2,103 | -0.10% | 508,306,171 | -2.15% | 65 | 1.45% | 1,066 | 7.89% | 694 | -10.68% |
| Sep 30, 2024 | 2,071 | 3.76% | 518,648,592 | 2.74% | 67 | 1.57% | 971 | 3.74% | 766 | 5.36% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 24.46M | 3.15% | 8.71K |
| Vanguard Total Stock Mkt Idx Inv | 24.32M | 3.13% | 83.02K |
| Vanguard Institutional 500 Index Trust | 21.42M | 2.76% | 139.54K |
| The Utilities Select Sector SPDR® ETF | 11.44M | 1.47% | 63.30K |
| MFS Large Cap Value Equity | 10.32M | 1.34% | 304.50K |
| MFS Value A | 10.03M | 1.29% | -167.41K |
| Fidelity 500 Index | 9.67M | 1.25% | 43.08K |
| SPDR® S&P 500 ETF | 9.65M | 1.24% | -96.11K |
| iShares Core S&P 500 ETF | 9.47M | 1.22% | 27.42K |
| SPDR® S&P 500® ETF Trust | 9.40M | 1.21% | -49.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 28, 2025 | Ghartey-Tagoe Kodwo | EVP, CLO & Corp Sec | Sell | $1.05M |
| Feb 26, 2025 | JANSON JULIA S | EVP&CEO, Duke Energy Carolinas | Sell | $1.16M |
| Feb 18, 2025 | Renjel Louis E. | EVP, Chief Corporate Affairs | Sell | $379.55K |
| Feb 18, 2025 | Renjel Louis E. | EVP, Chief Corporate Affairs | Sell | $44.15K |
| Feb 18, 2025 | Renjel Louis E. | EVP, Chief Corporate Affairs | Sell | $119.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 4 |
DUK Ownership FAQ
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