Duke Energy Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 78.26 M | $9.17 B | 2.57% | 10.07% |
| BLACKROCK, INC. | 02/12/2026 | 68.89 M | $8.07 B | 2.45% | 8.87% |
| STATE STREET CORP | 02/13/2026 | 43.95 M | $5.15 B | 4.01% | 5.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 19.29 M | $2.27 B | 1.21% | 2.48% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 16.04 M | $1.88 B | -4.89% | 2.06% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 12.61 M | $1.48 B | -3.36% | 1.62% |
| MORGAN STANLEY | 02/13/2026 | 12.34 M | $1.45 B | -0.89% | 1.59% |
| GQG PARTNERS LLC | 02/13/2026 | 9.54 M | $1.12 B | -7.59% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 8.93 M | $1.05 B | 0.66% | 1.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 8.74 M | $1.02 B | 3.19% | 1.13% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 8.24 M | $965.45 M | 13.11% | 1.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 8.20 M | $961.42 M | -1.47% | 1.06% |
| NORTHERN TRUST CORP | 02/17/2026 | 7.35 M | $861.43 M | -5.27% | 0.95% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 6.18 M | $724.59 M | -2.43% | 0.80% |
| NUVEEN, LLC | 02/12/2026 | 5.95 M | $697.32 M | -2.82% | 0.77% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.13 M | $601.71 M | -3.55% | 0.66% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 5.04 M | $590.96 M | 0.17% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 4.95 M | $579.95 M | 1.50% | 0.64% |
| INVESCO LTD. | 02/19/2026 | 4.66 M | $546.52 M | 4.20% | 0.60% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 4.26 M | $498.76 M | -19.13% | 0.55% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 4.02 M | $471.01 M | -7.45% | 0.52% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.76 M | $440.76 M | 3.07% | 0.48% |
| FEDERATED HERMES, INC. | 02/12/2026 | 3.63 M | $425.85 M | 4.25% | 0.47% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/11/2026 | 3.57 M | $418.36 M | 0.00% | 0.46% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.44 M | $403.31 M | -16.40% | 0.44% |
| UBS GROUP AG | 01/29/2026 | 3.28 M | $384.12 M | 17.03% | 0.42% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 3.12 M | $365.42 M | -4.91% | 0.40% |
| CAPITAL WEALTH PLANNING, LLC | 02/11/2026 | 2.68 M | $314.25 M | 9.61% | 0.34% |
| AMUNDI | 02/17/2026 | 2.66 M | $312.07 M | 56.92% | 0.34% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 01/30/2026 | 2.53 M | $296.69 M | 0.40% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.51 M | $294.53 M | -4.72% | 0.32% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.36 M | $276.86 M | 3.24% | 0.30% |
| CITADEL ADVISORS LLC | 02/17/2026 | 2.17 M | $254.28 M | 1,252.17% | 0.28% |
| SWISS NATIONAL BANK | 02/12/2026 | 2.13 M | $249.77 M | -4.89% | 0.27% |
| BARCLAYS PLC | 02/13/2026 | 2.08 M | $243.51 M | -11.42% | 0.27% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 2.07 M | $242.43 M | -15.95% | 0.27% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 2.06 M | $241.22 M | 0.36% | 0.26% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 2.05 M | $240.03 M | 25.50% | 0.26% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.03 M | $238.34 M | 3.88% | 0.26% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 2.01 M | $235.36 M | -23.17% | 0.26% |
| CULLEN CAPITAL MANAGEMENT, LLC | 02/13/2026 | 1.91 M | $223.49 M | -5.61% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 1.88 M | $219.84 M | -5.51% | 0.24% |
| COHEN & STEERS, INC. | 02/13/2026 | 1.71 M | $200.60 M | 83.32% | 0.22% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 1.70 M | $199.44 M | -2.24% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 1.65 M | $194.24 M | 5.98% | 0.21% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 1.48 M | $173.68 M | 21.41% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/10/2026 | 1.46 M | $171.28 M | -0.40% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 1.39 M | $163.22 M | -0.96% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 1.36 M | $159.65 M | -0.21% | 0.18% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 1.34 M | $156.78 M | -15.67% | 0.17% |
Duke Energy Corp. institutional Ownership - FAQ's
During the previous two years, 3008 institutional investors and hedge funds held shares of Duke Energy Corp.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 78.26 M
BlackRock, Inc.: 68.89 M
STATE STREET CORP: 43.95 M
GEODE CAPITAL MANAGEMENT, LLC: 19.29 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 16.04 M
MORGAN STANLEY: 12.34 M
67.98% of Duke Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 627.48 M shares in the last 24 months. This purchase volume represents approximately $79.56 B in transactions.