Duke Energy Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 74.56 M | $9.09 B | 2.30% | 9.60% |
BLACKROCK, INC. | 05/02/2025 | 63.15 M | $7.70 B | 0.94% | 8.13% |
STATE STREET CORP | 05/15/2025 | 40.51 M | $4.94 B | 2.01% | 5.21% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 18.37 M | $2.24 B | 2.75% | 2.36% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 18.11 M | $2.21 B | 0.05% | 2.33% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 14.22 M | $1.73 B | -11.66% | 1.83% |
FMR LLC | 05/12/2025 | 14.18 M | $1.73 B | 23.21% | 1.82% |
MORGAN STANLEY | 05/15/2025 | 11.51 M | $1.40 B | 2.88% | 1.48% |
GQG PARTNERS LLC | 05/13/2025 | 10.25 M | $1.25 B | 17,880.02% | 1.32% |
ROYAL BANK OF CANADA | 05/15/2025 | 8.92 M | $1.09 B | 4.92% | 1.15% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 8.71 M | $1.06 B | 16.19% | 1.12% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 8.66 M | $1.06 B | 1.09% | 1.11% |
NORTHERN TRUST CORP | 05/13/2025 | 8.15 M | $994.50 M | 1.91% | 1.05% |
FRANKLIN RESOURCES INC | 05/13/2025 | 7.27 M | $886.42 M | -9.04% | 0.94% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 6.12 M | $746.69 M | 3.05% | 0.79% |
05/12/2025 | 5.76 M | $702.35 M | 100.00% | 0.74% | |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 5.08 M | $619.58 M | -1.37% | 0.65% |
CAPITAL RESEARCH GLOBAL INVESTORS | 05/12/2025 | 4.92 M | $600.44 M | -12.26% | 0.63% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 4.86 M | $592.93 M | 89.87% | 0.63% |
INVESCO LTD. | 05/12/2025 | 4.44 M | $541.36 M | -10.69% | 0.57% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 4.36 M | $531.85 M | 54.76% | 0.56% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 3.63 M | $443.07 M | 13.74% | 0.47% |
UBS GROUP AG | 05/13/2025 | 3.61 M | $440.01 M | 45.72% | 0.46% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 3.57 M | $435.97 M | -0.69% | 0.46% |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 05/13/2025 | 3.57 M | $435.35 M | 0.00% | 0.46% |
FEDERATED HERMES, INC. | 05/08/2025 | 3.48 M | $424.04 M | 8.46% | 0.45% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/13/2025 | 3.45 M | $421.28 M | -2.14% | 0.44% |
JPMORGAN CHASE & CO | 05/12/2025 | 3.20 M | $390.05 M | 7.00% | 0.41% |
BARCLAYS PLC | 05/15/2025 | 2.72 M | $332.02 M | 126.22% | 0.35% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 2.65 M | $323.29 M | -28.15% | 0.34% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 2.63 M | $320.59 M | 9.50% | 0.34% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 2.62 M | $318.94 M | -12.02% | 0.34% |
MACQUARIE GROUP LTD | 05/15/2025 | 2.55 M | $305.13 M | -15.93% | 0.33% |
AMUNDI | 05/15/2025 | 2.49 M | $308.88 M | 0.04% | 0.32% |
MITSUBISHI UFJ TRUST & BANKING CORP | 05/09/2025 | 2.25 M | $274.74 M | -8.20% | 0.29% |
MACKENZIE FINANCIAL CORP | 05/07/2025 | 2.25 M | $274.58 M | -2.39% | 0.29% |
SWISS NATIONAL BANK | 05/12/2025 | 2.18 M | $265.73 M | -0.13% | 0.28% |
CAPITAL WEALTH PLANNING, LLC | 05/12/2025 | 2.17 M | $264.58 M | 5.03% | 0.28% |
CULLEN CAPITAL MANAGEMENT, LLC | 05/15/2025 | 2.12 M | $258.05 M | -1.21% | 0.27% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 2.06 M | $251.25 M | 23.58% | 0.27% |
NATIONAL PENSION SERVICE | 05/13/2025 | 2.00 M | $243.69 M | 7.03% | 0.26% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.94 M | $236.55 M | 2.54% | 0.25% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 1.87 M | $228.45 M | 0.77% | 0.24% |
LPL FINANCIAL LLC | 05/07/2025 | 1.80 M | $220.14 M | 9.12% | 0.23% |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2025 | 1.67 M | $203.18 M | 18.94% | 0.21% |
DEUTSCHE BANK AG\ | 05/09/2025 | 1.60 M | $194.74 M | 5.97% | 0.21% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 1.59 M | $193.47 M | 7.25% | 0.20% |
ENSIGN PEAK ADVISORS, INC | 05/14/2025 | 1.54 M | $187.83 M | 1.70% | 0.20% |
HSBC HOLDINGS PLC | 05/14/2025 | 1.53 M | $186.06 M | -4.14% | 0.20% |
ZIMMER PARTNERS, LP | 05/15/2025 | 1.51 M | $184.37 M | -25.45% | 0.19% |
Duke Energy Corporation institutional Ownership - FAQ's
During the previous two years, 2858 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 74.56 M
BlackRock, Inc.: 63.15 M
STATE STREET CORP: 40.51 M
GEODE CAPITAL MANAGEMENT, LLC: 18.37 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 18.11 M
WELLINGTON MANAGEMENT GROUP LLP: 14.22 M
67.72% of Duke Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 670.43 M shares in the last 24 months. This purchase volume represents approximately $78.50 B in transactions.