Duke Energy Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 69.32 M | $9.08 B | 0.63% | 8.92% |
| 05/15/2026 | 50.53 M | $6.62 B | 100.00% | 6.50% | |
| STATE STREET CORP | 05/15/2026 | 44.53 M | $5.83 B | 1.32% | 5.73% |
| 05/08/2026 | 20.08 M | $2.63 B | 100.00% | 2.58% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 20.05 M | $2.64 B | 3.91% | 2.58% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 14.39 M | $1.90 B | -10.30% | 1.85% |
| MORGAN STANLEY | 05/15/2026 | 12.68 M | $1.66 B | 2.75% | 1.63% |
| FMR LLC | 05/15/2026 | 10.75 M | $1.41 B | -9.66% | 1.38% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 10.37 M | $1.36 B | 25.90% | 1.33% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 9.35 M | $1.22 B | 6.92% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 9.10 M | $1.19 B | 1.94% | 1.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.89 M | $1.03 B | -3.77% | 1.02% |
| GQG PARTNERS LLC | 05/12/2026 | 7.80 M | $1.02 B | -18.24% | 1.00% |
| NORTHERN TRUST CORP | 05/14/2026 | 7.36 M | $964.01 M | 0.17% | 0.95% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 6.62 M | $866.45 M | -47.52% | 0.85% |
| NUVEEN, LLC | 04/30/2026 | 6.44 M | $842.93 M | 8.21% | 0.83% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 6.17 M | $808.51 M | -0.12% | 0.79% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 5.36 M | $702.06 M | 25.97% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 4.91 M | $642.98 M | -0.76% | 0.63% |
| INVESCO LTD. | 05/12/2026 | 4.83 M | $632.45 M | 3.59% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 4.79 M | $627.62 M | -6.67% | 0.62% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 4.49 M | $587.37 M | -11.03% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 4.38 M | $573.14 M | 100.00% | 0.56% |
| JPMORGAN CHASE & CO | 05/13/2026 | 4.04 M | $531.68 M | 17.32% | 0.52% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 3.98 M | $521.55 M | -0.88% | 0.51% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.89 M | $508.86 M | 3.35% | 0.50% |
| FEDERATED HERMES, INC. | 05/11/2026 | 3.82 M | $499.82 M | 5.06% | 0.49% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 05/13/2026 | 3.57 M | $467.37 M | 0.00% | 0.46% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 3.29 M | $431.00 M | 5.58% | 0.42% |
| UBS GROUP AG | 05/05/2026 | 2.75 M | $359.75 M | -16.16% | 0.35% |
| CAPITAL WEALTH PLANNING, LLC | 05/15/2026 | 2.74 M | $358.88 M | 2.32% | 0.35% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 2.74 M | $358.23 M | 5,254.37% | 0.35% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 2.70 M | $353.23 M | 3.57% | 0.35% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 05/12/2026 | 2.66 M | $348.82 M | 5.25% | 0.34% |
| BARCLAYS PLC | 05/15/2026 | 2.64 M | $345.09 M | 26.85% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.62 M | $343.28 M | 4.33% | 0.34% |
| CITADEL ADVISORS LLC | 05/15/2026 | 2.50 M | $327.22 M | 15.19% | 0.32% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.48 M | $324.88 M | 5.04% | 0.32% |
| SWISS NATIONAL BANK | 05/07/2026 | 2.28 M | $298.85 M | 7.10% | 0.29% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.09 M | $273.98 M | 2.90% | 0.27% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 2.09 M | $273.29 M | 1.42% | 0.27% |
| AMUNDI | 05/18/2026 | 1.95 M | $254.74 M | -26.93% | 0.25% |
| CULLEN CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.92 M | $251.60 M | 0.77% | 0.25% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 1.88 M | $246.72 M | -8.90% | 0.24% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 1.84 M | $240.63 M | 37.40% | 0.24% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.80 M | $235.60 M | -12.14% | 0.23% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 1.77 M | $231.49 M | 6.89% | 0.23% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 1.76 M | $230.71 M | 100.00% | 0.23% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 1.76 M | $230.20 M | -6.26% | 0.23% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.61 M | $211.47 M | -5.64% | 0.21% |
Duke Energy Corp. institutional Ownership - FAQ's
During the previous two years, 3227 institutional investors and hedge funds held shares of Duke Energy Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 69.32 M
STATE STREET CORP: 44.53 M
GEODE CAPITAL MANAGEMENT, LLC: 20.05 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 14.39 M
MORGAN STANLEY: 12.68 M
FMR LLC: 10.75 M
69.46% of Duke Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 702.03 M shares in the last 24 months. This purchase volume represents approximately $92.04 B in transactions.