Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 70.68 M | $6.84 B | 0.46% | 9.17% |
05/10/2024 | BLACKROCK INC. | 56.85 M | $5.50 B | -2.02% | 7.37% |
05/15/2024 | STATE STREET CORP | 38.46 M | $3.72 B | -7.76% | 4.99% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 20.17 M | $1.95 B | -11.34% | 2.62% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18.61 M | $1.80 B | -0.50% | 2.41% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 16.55 M | $1.60 B | 7.25% | 2.15% |
05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 11.49 M | $1.11 B | 3.16% | 1.49% |
05/15/2024 | MORGAN STANLEY | 10.90 M | $1.05 B | 4.92% | 1.41% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 8.81 M | $851.75 M | 4.17% | 1.14% |
05/15/2024 | ROYAL BANK OF CANADA | 8.70 M | $841.82 M | -2.09% | 1.13% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8.61 M | $802.01 M | 1.07% | 1.12% |
05/13/2024 | FRANKLIN RESOURCES INC | 8.55 M | $826.83 M | 5.38% | 1.11% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 8.00 M | $773.55 M | -0.39% | 1.04% |
05/13/2024 | FMR LLC | 7.90 M | $764.01 M | -29.98% | 1.02% |
05/14/2024 | NORTHERN TRUST CORP | 7.52 M | $727.38 M | -1.96% | 0.98% |
05/14/2024 | AMERICAN CENTURY COMPANIES INC | 6.36 M | $615.40 M | 15.28% | 0.83% |
05/14/2024 | FEDERATED HERMES, INC. | 5.58 M | $539.16 M | -3.35% | 0.72% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 5.24 M | $506.79 M | -5.10% | 0.68% |
05/13/2024 | NEUBERGER BERMAN GROUP LLC | 5.00 M | $483.17 M | -23.03% | 0.65% |
05/14/2024 | INVESCO LTD. | 4.55 M | $440.12 M | -3.91% | 0.59% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4.51 M | $436.63 M | -3.13% | 0.59% |
05/14/2024 | MACQUARIE GROUP LTD | 4.25 M | $410.96 M | -2.31% | 0.55% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 3.97 M | $383.77 M | 0.35% | 0.51% |
05/10/2024 | JPMORGAN CHASE & CO | 3.75 M | $362.63 M | 17.06% | 0.49% |
05/14/2024 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3.57 M | $345.19 M | 0.00% | 0.46% |
05/10/2024 | MITSUBISHI UFJ TRUST & BANKING CORP | 3.46 M | $332.55 M | -11.00% | 0.45% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 3.44 M | $338.67 M | 24.48% | 0.45% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 2.92 M | $282.55 M | -0.48% | 0.38% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 2.76 M | $266.78 M | -12.40% | 0.36% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 2.43 M | $235.08 M | 3.37% | 0.32% |
05/15/2024 | CULLEN CAPITAL MANAGEMENT, LLC | 2.41 M | $233.23 M | 26.89% | 0.31% |
05/13/2024 | UBS GROUP AG | 2.37 M | $229.16 M | 15.32% | 0.31% |
05/07/2024 | SWISS NATIONAL BANK | 2.31 M | $223.22 M | -4.22% | 0.30% |
05/15/2024 | BARCLAYS PLC | 2.19 M | $212.14 M | -27.03% | 0.28% |
05/14/2024 | ENSIGN PEAK ADVISORS, INC | 2.05 M | $198.37 M | -8.82% | 0.27% |
05/07/2024 | CAPITAL WEALTH PLANNING, LLC | 1.97 M | $190.84 M | 1.61% | 0.26% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.94 M | $187.47 M | -1.13% | 0.25% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 1.92 M | $186.09 M | 1.89% | 0.25% |
05/13/2024 | FIRST TRUST ADVISORS LP | 1.77 M | $170.86 M | -5.87% | 0.23% |
05/14/2024 | APG ASSET MANAGEMENT N.V. | 1.62 M | $144.67 M | 2.08% | 0.21% |
05/14/2024 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.60 M | $154.32 M | 39.65% | 0.21% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.58 M | $152.48 M | 0.65% | 0.20% |
05/10/2024 | LPL FINANCIAL LLC | 1.57 M | $151.77 M | 0.47% | 0.20% |
05/08/2024 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1.55 M | $149.54 M | 6.63% | 0.20% |
05/14/2024 | NATIONAL PENSION SERVICE | 1.54 M | $149.34 M | 1.49% | 0.20% |
05/09/2024 | RHUMBLINE ADVISERS | 1.41 M | $136.35 M | 1.71% | 0.18% |
05/15/2024 | COHEN & STEERS, INC. | 1.35 M | $130.19 M | 385.65% | 0.17% |
05/13/2024 | BESSEMER GROUP INC | 1.34 M | $129.48 M | -5.64% | 0.17% |
05/15/2024 | HSBC HOLDINGS PLC | 1.34 M | $129.30 M | 22.67% | 0.17% |
05/13/2024 | BANK OF MONTREAL /CAN/ | 1.31 M | $125.58 M | -13.10% | 0.17% |
A. During the previous two years, 2608 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 70.68 M
BlackRock Inc.: 56.85 M
STATE STREET CORP: 38.46 M
WELLINGTON MANAGEMENT GROUP LLP: 20.17 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 18.61 M
GEODE CAPITAL MANAGEMENT, LLC: 16.55 M
A. 64.97% of Duke Energy Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 745.69 M shares in the last 24 months. This purchase volume represents approximately $74.61 B in transactions.