Duke Energy Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 72.89 M | $7.85 B | 1.08% | 9.44% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 62.56 M | $6.74 B | 3.47% | 8.10% |
STATE STREET CORP | 02/14/2025 | 39.71 M | $4.28 B | -0.40% | 5.14% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 18.10 M | $1.95 B | 0.69% | 2.34% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 17.87 M | $1.93 B | 2.21% | 2.32% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 16.10 M | $1.73 B | -9.71% | 2.09% |
FMR LLC | 02/13/2025 | 11.51 M | $1.24 B | 55.66% | 1.49% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 8.56 M | $922.53 M | 1.61% | 1.11% |
ROYAL BANK OF CANADA | 02/14/2025 | 8.50 M | $916.17 M | 4.39% | 1.10% |
FRANKLIN RESOURCES INC | 02/12/2025 | 7.99 M | $860.79 M | -1.82% | 1.03% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 5.94 M | $640.03 M | -19.06% | 0.77% |
CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 5.61 M | $604.47 M | -45.14% | 0.73% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 5.15 M | $554.89 M | 1.97% | 0.67% |
INVESCO LTD. | 02/13/2025 | 4.97 M | $535.42 M | 9.50% | 0.64% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 4.84 M | $521.32 M | 14.83% | 0.63% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 3.69 M | $397.45 M | -11.74% | 0.48% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 3.60 M | $387.80 M | -4.96% | 0.47% |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/12/2025 | 3.57 M | $384.56 M | 0.00% | 0.46% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 3.53 M | $380.27 M | -1.06% | 0.46% |
FEDERATED HERMES, INC. | 02/13/2025 | 3.21 M | $345.36 M | 2.91% | 0.42% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 3.19 M | $344.11 M | 2.79% | 0.41% |
MACQUARIE GROUP LTD | 02/14/2025 | 3.03 M | $322.98 M | -9.25% | 0.39% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.99 M | $322.00 M | -9.24% | 0.39% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 2.97 M | $320.39 M | -9.22% | 0.39% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 2.82 M | $303.57 M | -14.67% | 0.37% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 2.56 M | $275.85 M | 100.00% | 0.33% |
COHEN & STEERS, INC. | 02/13/2025 | 2.53 M | $273.09 M | -16.95% | 0.33% |
AMUNDI | 02/07/2025 | 2.49 M | $269.37 M | 29.15% | 0.32% |
UBS GROUP AG | 02/14/2025 | 2.48 M | $266.72 M | -29.20% | 0.32% |
MITSUBISHI UFJ TRUST & BANKING CORP | 02/12/2025 | 2.45 M | $264.35 M | -14.00% | 0.32% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 2.40 M | $258.62 M | 11.62% | 0.31% |
MACKENZIE FINANCIAL CORP | 02/20/2025 | 2.31 M | $248.48 M | -9.38% | 0.30% |
SWISS NATIONAL BANK | 02/10/2025 | 2.18 M | $235.03 M | -4.77% | 0.28% |
CULLEN CAPITAL MANAGEMENT, LLC | 02/13/2025 | 2.14 M | $230.73 M | -2.34% | 0.28% |
CAPITAL WEALTH PLANNING, LLC | 02/05/2025 | 2.07 M | $222.52 M | 116.55% | 0.27% |
ZIMMER PARTNERS, LP | 02/14/2025 | 2.03 M | $218.45 M | 40.61% | 0.26% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.89 M | $203.82 M | 2.67% | 0.25% |
ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 1.87 M | $201.83 M | 155.10% | 0.24% |
NATIONAL PENSION SERVICE | 02/05/2025 | 1.87 M | $201.13 M | 4.85% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 1.86 M | $200.24 M | 2.68% | 0.24% |
CANADA PENSION PLAN INVESTMENT BOARD | 02/13/2025 | 1.71 M | $184.55 M | 34.14% | 0.22% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 1.67 M | $179.59 M | 11.63% | 0.22% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 1.62 M | $174.59 M | 2,418.23% | 0.21% |
HSBC HOLDINGS PLC | 02/14/2025 | 1.60 M | $171.84 M | 27.49% | 0.21% |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 1.52 M | $163.82 M | 100.00% | 0.20% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 1.52 M | $163.80 M | 1.07% | 0.20% |
ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 1.51 M | $163.14 M | -23.19% | 0.20% |
DEUTSCHE BANK AG\ | 02/14/2025 | 1.51 M | $162.33 M | 15.35% | 0.20% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 1.48 M | $159.35 M | 51.61% | 0.19% |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/11/2025 | 1.46 M | $157.57 M | -0.39% | 0.19% |
Duke Energy Corporation institutional Ownership - FAQ's
During the previous two years, 2792 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 72.89 M
BlackRock Funding, Inc. /DE: 62.56 M
STATE STREET CORP: 39.71 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 18.1 M
GEODE CAPITAL MANAGEMENT, LLC: 17.87 M
WELLINGTON MANAGEMENT GROUP LLP: 16.1 M
66.02% of Duke Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 654.72 M shares in the last 24 months. This purchase volume represents approximately $69.64 B in transactions.