Duke Energy Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 72.11 M | $8.31 B | 1.24% | 9.34% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 60.47 M | $6.97 B | 100.00% | 7.83% |
| STATE STREET CORP | 11/14/2024 | 39.87 M | $4.60 B | 4.40% | 5.16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 17.97 M | $2.07 B | -1.65% | 2.33% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 17.83 M | $2.06 B | -8.59% | 2.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 17.49 M | $2.02 B | 2.59% | 2.27% |
| MORGAN STANLEY | 11/14/2024 | 11.20 M | $1.29 B | 2.02% | 1.45% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 10.23 M | $1.18 B | 0.00% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 8.71 M | $1.00 B | -4.39% | 1.13% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 8.43 M | $971.76 M | -1.93% | 1.09% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8.15 M | $939.18 M | -1.29% | 1.06% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 8.14 M | $936.56 M | -6.45% | 1.05% |
| FMR LLC | 11/13/2024 | 7.39 M | $852.37 M | -3.62% | 0.96% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 7.34 M | $846.26 M | -5.54% | 0.95% |
| PATHWAY FINANCIAL ADVISERS, LLC | 10/25/2024 | 6.78 M | $58,786 | 11,471.44% | 0.88% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 5.05 M | $582.35 M | -1.89% | 0.65% |
| INVESCO LTD. | 11/12/2024 | 4.54 M | $523.29 M | 3.92% | 0.59% |
| GQG PARTNERS LLC | 11/13/2024 | 4.39 M | $506.59 M | 69.01% | 0.57% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 4.21 M | $491.30 M | 33.70% | 0.55% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 4.18 M | $481.90 M | -26.72% | 0.54% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3.79 M | $436.66 M | -6.09% | 0.49% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2024 | 3.57 M | $411.54 M | 0.00% | 0.46% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 3.57 M | $411.30 M | -4.78% | 0.46% |
| UBS GROUP AG | 11/14/2024 | 3.50 M | $403.18 M | 25.12% | 0.45% |
| MACQUARIE GROUP LTD | 11/14/2024 | 3.34 M | $384.66 M | -13.25% | 0.43% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.30 M | $380.74 M | 4.87% | 0.43% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.29 M | $379.69 M | -4.19% | 0.43% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 3.28 M | $377.84 M | -25.15% | 0.42% |
| COHEN & STEERS, INC. | 11/14/2024 | 3.05 M | $351.89 M | 18.49% | 0.40% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 11/12/2024 | 2.85 M | $328.94 M | -10.14% | 0.37% |
| MACKENZIE FINANCIAL CORP | 11/13/2024 | 2.55 M | $293.46 M | 23.97% | 0.33% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 2.36 M | $272.49 M | -2.49% | 0.31% |
| SWISS NATIONAL BANK | 11/07/2024 | 2.29 M | $264.11 M | 0.28% | 0.30% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 2.27 M | $261.32 M | -8.21% | 0.29% |
| GROUPAMA ASSET MANAGMENT | 11/15/2024 | 2.20 M | $1.91 B | 100.00% | 0.29% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.19 M | $252.84 M | -5.92% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.15 M | $247.94 M | -12.98% | 0.28% |
| BARCLAYS PLC | 11/19/2024 | 2.01 M | $231.93 M | 1.83% | 0.26% |
| ENSIGN PEAK ADVISORS, INC | 11/14/2024 | 1.97 M | $227.31 M | -2.23% | 0.26% |
| AMUNDI | 11/13/2024 | 1.93 M | $213.27 M | 6.89% | 0.25% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.84 M | $212.46 M | 1.42% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.81 M | $208.71 M | 1.00% | 0.23% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 1.78 M | $205.28 M | 13.28% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.64 M | $189.22 M | 9,668.27% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 1.60 M | $184.53 M | 29.75% | 0.21% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.60 M | $184.00 M | 1,233.82% | 0.21% |
| LPL FINANCIAL LLC | 11/08/2024 | 1.57 M | $181.30 M | -3.30% | 0.20% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 1.50 M | $174.44 M | 3.95% | 0.19% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.49 M | $172.17 M | -2.92% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/07/2024 | 1.47 M | $169.29 M | -5.16% | 0.19% |
Duke Energy Corporationinstitutional Ownership - FAQ's
During the previous two years, 2641 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
Worth Asset Management, LLC: 0
Founders Capital Management: 0
Friedenthal Financial: 0
HORIZON BANCORP INC /IN/: 0
Weaver Consulting Group: 0
BCS Wealth Management: 0
67.27% of Duke Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 639.37 M shares in the last 24 months. This purchase volume represents approximately $68.32 B in transactions.