Duke Energy Ownership

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

Recent Insider Transactions

NYSE:DUK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Nov 24	SellUS$44,592	Louis Renjel	Individual	400	US$111.48
23 Aug 24	SellUS$1,125,809	Julia Janson	Individual	10,000	US$112.58
08 Aug 24	SellUS$61,366	Louis Renjel	Individual	540	US$113.64
15 May 24	SellUS$1,549,500	Lynn Good	Individual	15,000	US$103.30
14 May 24	SellUS$173,415	E. McKee	Individual	1,695	US$102.31
09 May 24	SellUS$123,432	Louis Renjel	Individual	1,200	US$102.86
09 May 24	SellUS$1,027,908	Julia Janson	Individual	10,000	US$102.79
12 Feb 24	SellUS$277,707	Louis Renjel	Individual	3,000	US$92.57

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of DUK?
Owner Type	Number of Shares	Ownership Percentage
State or Government	776,999	0.101%
Individual Insiders	1,060,185	0.137%
General Public	249,798,215	32.3%
Institutions	520,847,006	67.4%

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

Top Shareholders

Top 25 shareholders own 42.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.33%	The Vanguard Group, Inc.	72,106,885	US$7.7b	1.24%	0.11%
7.83%	BlackRock, Inc.	60,465,066	US$6.5b	3.39%	0.1%
5.16%	State Street Global Advisors, Inc.	39,870,965	US$4.3b	4.4%	0.15%
2.33%	Massachusetts Financial Services Company	17,972,933	US$1.9b	-1.65%	0.41%
2.31%	Wellington Management Group LLP	17,829,816	US$1.9b	-8.59%	0.29%
2.26%	Geode Capital Management, LLC	17,488,176	US$1.9b	2.59%	0.13%
1.32%	Capital Research and Management Company	10,227,737	US$1.1b	0%	0.05%
1.09%	Charles Schwab Investment Management, Inc.	8,428,704	US$905.6m	-1.93%	0.15%
1.02%	Franklin Resources, Inc.	7,910,733	US$849.9m	-6.42%	0.29%
0.97%	Northern Trust Global Investments	7,501,421	US$806.0m	-3.71%	0.12%
0.95%	Legal & General Investment Management Limited	7,339,666	US$788.6m	-5.54%	0.14%
0.85%	UBS Asset Management AG	6,604,118	US$709.5m	4.31%	0.07%
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	5,739,525	US$616.7m	0.93%	0.07%
0.71%	Strategic Advisers LLC	5,503,797	US$591.3m	4.25%	0.22%
0.67%	Eaton Vance Management	5,164,634	US$554.9m	-0.66%	0.12%
0.65%	Managed Account Advisors LLC	5,032,164	US$540.7m	-8.97%	0.11%
0.64%	BNY Asset Management	4,953,523	US$532.2m	-1.86%	0.1%
0.57%	GQG Partners LLC	4,393,664	US$472.1m	69%	0.38%
0.55%	Royal Bank of Canada, Banking & Securities Investments	4,224,931	US$453.9m	0.92%	0.22%
0.54%	American Century Investment Management Inc	4,179,533	US$449.0m	-26.7%	0.21%
0.51%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	3,914,165	US$420.5m	50.7%	0.1%
0.46%	State Farm Insurance Companies, Asset Management Arm	3,569,308	US$383.5m	0%	0.33%
0.46%	California Public Employees' Retirement System	3,567,239	US$383.3m	-4.78%	0.25%
0.45%	Invesco Capital Management LLC	3,452,512	US$370.9m	3.2%	0.14%
0.42%	Neuberger Berman Investment Advisers LLC	3,276,098	US$352.0m	-25.2%	0.27%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 04:56
End of Day Share Price	2024/12/17 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 here.

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 .

Analyst Sources

Duke Energy Corporation is covered by 40 analysts. 14 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