Duke Energy Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 76.30 M | $9.44 B | 0.77% | 9.82% |
| BLACKROCK, INC. | 11/12/2025 | 67.25 M | $8.32 B | 0.64% | 8.65% |
| STATE STREET CORP | 11/14/2025 | 42.26 M | $5.23 B | 1.45% | 5.44% |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 11/14/2025 | 34.95 M | $37.56 M | 100.00% | 4.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 19.06 M | $2.36 B | 2.02% | 2.45% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 16.87 M | $2.09 B | -1.78% | 2.17% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 13.05 M | $1.61 B | -1.45% | 1.68% |
| FMR LLC | 11/13/2025 | 12.93 M | $1.60 B | -3.28% | 1.66% |
| MORGAN STANLEY | 11/14/2025 | 12.45 M | $1.54 B | 1.51% | 1.60% |
| GQG PARTNERS LLC | 11/13/2025 | 10.33 M | $1.28 B | -4.88% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 8.87 M | $1.10 B | 2.09% | 1.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 8.47 M | $1.05 B | 4.10% | 1.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 8.32 M | $1.03 B | -0.35% | 1.07% |
| NORTHERN TRUST CORP | 11/14/2025 | 7.76 M | $960.14 M | 0.41% | 1.00% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 7.28 M | $901.15 M | 4.13% | 0.94% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 6.34 M | $784.04 M | -0.04% | 0.82% |
| NUVEEN, LLC | 11/12/2025 | 6.12 M | $757.58 M | 14.91% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 5.32 M | $658.05 M | -0.25% | 0.68% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 5.26 M | $651.15 M | 7.85% | 0.68% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 5.03 M | $622.86 M | 0.25% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 4.88 M | $603.29 M | 0.35% | 0.63% |
| INVESCO LTD. | 11/13/2025 | 4.47 M | $553.76 M | -3.93% | 0.58% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 4.34 M | $537.32 M | -12.15% | 0.56% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.12 M | $509.32 M | 18.20% | 0.53% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.65 M | $451.48 M | 1.48% | 0.47% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2025 | 3.57 M | $441.70 M | 0.00% | 0.46% |
| FEDERATED HERMES, INC. | 11/03/2025 | 3.49 M | $431.28 M | 0.21% | 0.45% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 3.28 M | $405.74 M | 10.02% | 0.42% |
| UBS GROUP AG | 11/13/2025 | 2.80 M | $346.52 M | -7.80% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 2.64 M | $326.35 M | -0.19% | 0.34% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2025 | 2.61 M | $323.43 M | 19.15% | 0.34% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 10/31/2025 | 2.52 M | $311.97 M | -7.55% | 0.32% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 2.46 M | $304.52 M | -16.48% | 0.32% |
| CAPITAL WEALTH PLANNING, LLC | 11/13/2025 | 2.44 M | $302.43 M | 9.36% | 0.31% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 2.44 M | $301.65 M | -9.10% | 0.31% |
| OMERS ADMINISTRATION CORP | 11/14/2025 | 2.36 M | $292.67 M | 60.63% | 0.30% |
| BARCLAYS PLC | 11/12/2025 | 2.35 M | $290.25 M | -22.46% | 0.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 2.29 M | $283.14 M | 15.89% | 0.29% |
| SWISS NATIONAL BANK | 11/13/2025 | 2.24 M | $277.27 M | -4.74% | 0.29% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 2.05 M | $253.75 M | 1.93% | 0.26% |
| CULLEN CAPITAL MANAGEMENT, LLC | 11/05/2025 | 2.02 M | $249.97 M | -1.45% | 0.26% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 1.99 M | $245.65 M | 3.50% | 0.26% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.96 M | $242.21 M | 0.62% | 0.25% |
| ENSIGN PEAK ADVISORS, INC | 11/13/2025 | 1.74 M | $215.40 M | -12.31% | 0.22% |
| AMUNDI | 11/14/2025 | 1.70 M | $211.03 M | -19.23% | 0.22% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.63 M | $201.93 M | -24.34% | 0.21% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 1.59 M | $196.31 M | 15.37% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 1.56 M | $193.12 M | 4.63% | 0.20% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.49 M | $184.12 M | -23.43% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/12/2025 | 1.47 M | $181.56 M | -2.03% | 0.19% |
Duke Energy Corporation institutional Ownership - FAQ's
During the previous two years, 3172 institutional investors and hedge funds held shares of Duke Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 76.3 M
BlackRock, Inc.: 67.25 M
STATE STREET CORP: 42.26 M
Lombard Odier Asset Management (Europe) Ltd: 34.95 M
GEODE CAPITAL MANAGEMENT, LLC: 19.06 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 16.87 M
72.91% of Duke Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 721.35 M shares in the last 24 months. This purchase volume represents approximately $89.12 B in transactions.