Duke Energy Ownership

DUK Stock  USD 115.40  0.82  0.72%   
Duke Energy holds a total of 777.26 Million outstanding shares. Over half of Duke Energy's outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to as corporate investors that obtain positions in a given instrument to benefit from reduced trade commissions. Please note that on May 15, 2025, Senator Tommy Tuberville of US Senate acquired $15k to $50k worth of Duke Energy's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
773 M
Current Value
777 M
Avarage Shares Outstanding
415.3 M
Quarterly Volatility
283.2 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
At this time, Duke Energy's Dividend Yield is quite stable compared to the past year. Dividend Paid And Capex Coverage Ratio is expected to rise to 0.84 this year, although the value of Dividends Paid is projected to rise to (3.1 B). The value of Common Stock Shares Outstanding is expected to slide to about 441.9 M. The value of Net Income Applicable To Common Shares is expected to slide to about 2.3 B.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Duke Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.

Duke Stock Ownership Analysis

About 69.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.8. Some equities with similar Price to Book (P/B) outperform the market in the long run. Duke Energy has Price/Earnings To Growth (PEG) ratio of 2.91. The entity recorded earning per share (EPS) of 6.02. The firm last dividend was issued on the 16th of May 2025. Duke Energy had 1:3 split on the 3rd of July 2012. Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. The company was founded in 1904 and is headquartered in Charlotte, North Carolina. Duke Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 27605 people. To learn more about Duke Energy call R Glenn at 800 488 3853 or check out https://www.duke-energy.com.
Besides selling stocks to institutional investors, Duke Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Duke Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Duke Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Duke Energy Quarterly Liabilities And Stockholders Equity

187.48 Billion

Duke Energy Insider Trades History

Less than 1% of Duke Energy are currently held by insiders. Unlike Duke Energy's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Duke Energy's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Duke Energy's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Duke Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Duke Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duke Energy backward and forwards among themselves. Duke Energy's institutional investor refers to the entity that pools money to purchase Duke Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Charles Schwab Investment Management Inc2025-03-31
8.7 M
Northern Trust Corp2025-03-31
8.2 M
Franklin Resources Inc2025-03-31
7.3 M
Legal & General Group Plc2025-03-31
6.1 M
Nuveen, Llc2025-03-31
5.8 M
Bank Of New York Mellon Corp2025-03-31
5.1 M
Capital Research Global Investors2025-03-31
4.9 M
Nuveen Asset Management, Llc2024-12-31
4.8 M
Amvescap Plc.2025-03-31
4.4 M
Vanguard Group Inc2025-03-31
74.6 M
Blackrock Inc2025-03-31
63.1 M
Note, although Duke Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Duke Energy Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Duke Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duke Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Duke Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Duke Energy's latest congressional trading

Congressional trading in companies like Duke Energy, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Duke Energy by those in governmental positions are based on the same information available to the general public.
2025-05-15Senator Tommy TubervilleAcquired $15K to $50KVerify
2025-05-14Senator Tommy TubervilleAcquired $15K to $50KVerify
2025-05-07Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2025-01-07Representative Virginia FoxxAcquired Under $15KVerify
2024-12-30Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2023-05-15Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2023-05-14Senator Shelley Moore CapitoAcquired $15K to $50KVerify
2022-12-31Representative Mo BrooksAcquired Under $15KVerify
2022-06-12Representative Mo BrooksAcquired Under $15KVerify
2021-01-26Representative Mo BrooksAcquired Under $15KVerify
2018-10-25Representative Mo BrooksAcquired $15K to $50KVerify
2018-09-27Representative Mo BrooksAcquired $15K to $50KVerify
2018-05-02Representative Mo BrooksAcquired $15K to $50KVerify

Duke Energy Outstanding Bonds

Duke Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Duke Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Duke bonds can be classified according to their maturity, which is the date when Duke Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Duke Energy Corporate Filings

8K
6th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
2nd of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
14th of March 2025
Other Reports
ViewVerify
10K
27th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify

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When determining whether Duke Energy is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Duke Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Duke Energy Stock. Highlighted below are key reports to facilitate an investment decision about Duke Energy Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Duke Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duke Energy. If investors know Duke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duke Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.22
Dividend Share
4.16
Earnings Share
6.02
Revenue Per Share
39.447
Quarterly Revenue Growth
0.075
The market value of Duke Energy is measured differently than its book value, which is the value of Duke that is recorded on the company's balance sheet. Investors also form their own opinion of Duke Energy's value that differs from its market value or its book value, called intrinsic value, which is Duke Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duke Energy's market value can be influenced by many factors that don't directly affect Duke Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Duke Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duke Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duke Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.