Recent Quarter Total Invested
$50.69 B
Recent Quarter Institutional Ownership Percentage
65.43%
Total Invested of Last Quarter
$48.68 B
Ownership Percentage of Last Quarter
65.04%
Duke Energy Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 08/13/2024 | 71.23 M | $7.14 B | 0.78% | 9.24% |
BLACKROCK INC. | 08/13/2024 | 58.48 M | $5.86 B | 2.87% | 7.59% |
STATE STREET CORP | 08/14/2024 | 38.19 M | $3.83 B | -0.71% | 4.95% |
WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 19.51 M | $1.96 B | -3.27% | 2.53% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 18.27 M | $1.83 B | -1.78% | 2.37% |
GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 17.05 M | $1.71 B | 2.98% | 2.21% |
MORGAN STANLEY | 10/17/2024 | 10.98 M | $1.10 B | 0.75% | 1.42% |
CAPITAL RESEARCH GLOBAL INVESTORS | 08/13/2024 | 10.23 M | $1.03 B | -11.01% | 1.33% |
BANK OF AMERICA CORP /DE/ | 08/14/2024 | 9.11 M | $912.62 M | 3.38% | 1.18% |
FRANKLIN RESOURCES INC | 08/14/2024 | 8.70 M | $871.91 M | 1.75% | 1.13% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 8.59 M | $861.21 M | -0.16% | 1.11% |
ROYAL BANK OF CANADA | 11/06/2024 | 8.25 M | $827.11 M | -4.27% | 1.07% |
NORTHERN TRUST CORP | 08/14/2024 | 7.79 M | $780.84 M | 3.58% | 1.01% |
LEGAL & GENERAL GROUP PLC | 08/14/2024 | 7.77 M | $778.78 M | -2.86% | 1.01% |
FMR LLC | 08/13/2024 | 7.67 M | $768.76 M | -2.91% | 0.99% |
AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 5.70 M | $571.68 M | -10.37% | 0.74% |
FEDERATED HERMES, INC. | 08/08/2024 | 5.44 M | $545.16 M | -2.44% | 0.71% |
BANK OF NEW YORK MELLON CORP | 07/25/2024 | 5.15 M | $515.99 M | -1.76% | 0.67% |
NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 4.38 M | $438.70 M | -12.42% | 0.57% |
INVESCO LTD. | 08/13/2024 | 4.37 M | $437.74 M | -4.04% | 0.57% |
WELLS FARGO & COMPANY/MN | 08/13/2024 | 4.03 M | $404.21 M | 1.63% | 0.52% |
MACQUARIE GROUP LTD | 08/09/2024 | 3.85 M | $385.47 M | -9.50% | 0.50% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 3.75 M | $375.50 M | -17.02% | 0.49% |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 08/12/2024 | 3.57 M | $357.75 M | 0.00% | 0.46% |
UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 3.54 M | $354.47 M | 21.05% | 0.46% |
JPMORGAN CHASE & CO | 08/12/2024 | 3.41 M | $341.56 M | -9.12% | 0.44% |
MITSUBISHI UFJ TRUST & BANKING CORP | 08/08/2024 | 3.17 M | $318.21 M | -8.17% | 0.41% |
NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 3.15 M | $318.54 M | -8.49% | 0.41% |
GOLDMAN SACHS GROUP INC | 08/13/2024 | 3.15 M | $315.61 M | 14.15% | 0.41% |
UBS GROUP AG | 08/14/2024 | 2.79 M | $280.12 M | 17.94% | 0.36% |
GQG PARTNERS LLC | 08/12/2024 | 2.60 M | $260.57 M | 4,021.56% | 0.34% |
COHEN & STEERS, INC. | 08/13/2024 | 2.58 M | $258.16 M | 91.34% | 0.33% |
ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 2.47 M | $247.67 M | 1.66% | 0.32% |
RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 2.47 M | $247.50 M | 28.33% | 0.32% |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2024 | 2.42 M | $242.93 M | 51.89% | 0.31% |
CULLEN CAPITAL MANAGEMENT, LLC | 08/13/2024 | 2.33 M | $233.63 M | -3.35% | 0.30% |
SWISS NATIONAL BANK | 08/08/2024 | 2.28 M | $228.94 M | -1.04% | 0.30% |
MACKENZIE FINANCIAL CORP | 08/14/2024 | 2.05 M | $205.77 M | 65.67% | 0.27% |
ENSIGN PEAK ADVISORS, INC | 08/13/2024 | 2.02 M | $202.11 M | -1.69% | 0.26% |
BARCLAYS PLC | 08/14/2024 | 1.98 M | $198.00 M | -9.95% | 0.26% |
DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.82 M | $182.10 M | 15.23% | 0.24% |
AMUNDI | 08/14/2024 | 1.80 M | $180.00 M | 87.18% | 0.23% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 1.79 M | $179.64 M | -7.54% | 0.23% |
LPL FINANCIAL LLC | 08/07/2024 | 1.63 M | $162.97 M | 3.61% | 0.21% |
NATIONAL PENSION SERVICE | 08/13/2024 | 1.57 M | $157.53 M | 1.78% | 0.20% |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 08/12/2024 | 1.55 M | $155.17 M | 0.12% | 0.20% |
FIRST TRUST ADVISORS LP | 08/13/2024 | 1.54 M | $154.16 M | -12.94% | 0.20% |
BANK OF MONTREAL /CAN/ | 08/14/2024 | 1.45 M | $146.64 M | 10.76% | 0.19% |
APG ASSET MANAGEMENT N.V. | 08/14/2024 | 1.42 M | $133.04 M | -11.95% | 0.18% |
RHUMBLINE ADVISERS | 08/01/2024 | 1.39 M | $139.82 M | -1.06% | 0.18% |
Duke Energy Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of DUK shares?
During the previous two years, 903 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
Kelly Financial Services LLC: 0
Point72 Europe (London) LLP: 0
Triad Wealth Partners, LLC: 0
Alaethes Wealth LLC: 0
Williams Financial, LLC: 0
Coastal Investment Advisors, Inc.: 0
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What percentage of Duke Energy Corporation stock is owned by institutional investors?
65.43% of Duke Energy Corporation stock is owned by institutional investors.
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How much institutional buying is happening at DUK ?
Institutional investors have bought a total of 320.32 M shares in the last 24 months. This purchase volume represents approximately $35.45 B in transactions.