Duke Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BRSE:D2MN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Nov 24	SellCHF 39,594	Louis Renjel	Individual	400	CHF 98.99
23 Aug 24	SellCHF 954,405	Julia Janson	Individual	10,000	CHF 95.44
08 Aug 24	SellCHF 53,191	Louis Renjel	Individual	540	CHF 98.50
15 May 24	SellCHF 1,399,493	Lynn Good	Individual	15,000	CHF 93.30
14 May 24	SellCHF 157,173	E. McKee	Individual	1,695	CHF 92.73
09 May 24	SellCHF 111,933	Louis Renjel	Individual	1,200	CHF 93.28
09 May 24	SellCHF 932,148	Julia Janson	Individual	10,000	CHF 93.21
12 Feb 24	SellCHF 243,180	Louis Renjel	Individual	3,000	CHF 81.06

Insider Trading Volume

Insider Buying: D2MN insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of D2MN?
Owner Type	Number of Shares	Ownership Percentage
State or Government	787,245	0.102%
Individual Insiders	1,060,185	0.137%
General Public	248,155,590	32.1%
Institutions	522,479,385	67.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 43.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.33%	The Vanguard Group, Inc.	72,106,885	CHF 7.5b	1.24%	0.12%
7.83%	BlackRock, Inc.	60,465,066	CHF 6.3b	3.39%	0.1%
5.16%	State Street Global Advisors, Inc.	39,870,965	CHF 4.2b	4.4%	0.16%
2.33%	Massachusetts Financial Services Company	17,972,933	CHF 1.9b	-1.65%	0.42%
2.31%	Wellington Management Group LLP	17,829,816	CHF 1.9b	-8.59%	0.3%
2.26%	Geode Capital Management, LLC	17,488,176	CHF 1.8b	2.59%	0.13%
1.32%	Capital Research and Management Company	10,227,737	CHF 1.1b	0%	0.05%
1.11%	Charles Schwab Investment Management, Inc.	8,565,552	CHF 895.9m	1.62%	0.15%
1.02%	Franklin Resources, Inc.	7,910,733	CHF 827.4m	-6.42%	0.31%
0.97%	Northern Trust Global Investments	7,501,421	CHF 784.6m	-3.71%	0.13%
0.95%	Legal & General Investment Management Limited	7,339,666	CHF 767.6m	-5.54%	0.14%
0.85%	UBS Asset Management AG	6,604,118	CHF 690.7m	4.31%	0.07%
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	5,739,525	CHF 600.3m	0.93%	0.07%
0.71%	Strategic Advisers LLC	5,503,797	CHF 575.6m	4.25%	0.23%
0.67%	Eaton Vance Management	5,164,634	CHF 540.2m	0%	0.13%
0.65%	BNY Asset Management	5,055,201	CHF 528.7m	2.05%	0.1%
0.65%	Managed Account Advisors LLC	5,032,164	CHF 526.3m	-8.97%	0.11%
0.62%	Raymond James Financial Inc., Asset Management Arm	4,826,827	CHF 504.8m	113%	0.12%
0.57%	GQG Partners LLC	4,393,664	CHF 459.5m	69%	0.4%
0.55%	Royal Bank of Canada, Banking & Securities Investments	4,224,931	CHF 441.9m	0.92%	0.23%
0.54%	American Century Investment Management Inc	4,179,533	CHF 437.1m	-26.7%	0.22%
0.51%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	3,914,165	CHF 409.4m	50.7%	0.1%
0.46%	State Farm Insurance Companies, Asset Management Arm	3,569,308	CHF 373.3m	0%	0.35%
0.46%	California Public Employees' Retirement System	3,567,239	CHF 373.1m	-4.78%	0.27%
0.45%	Invesco Capital Management LLC	3,452,512	CHF 361.1m	3.2%	0.15%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/08 16:30
End of Day Share Price	2024/12/11 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Duke Energy Corporation is covered by 39 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gary Hovis	Argus Research Company
Nathan Judge	Atlantic Equities LLP
Daniel Ford	Barclays