Ownership Profile

See the top institutions with ownership in Duke Energy, along with investor styles and ownership concentration.

Top Institutions

Name Shares Held %O/S
The Vanguard Group, Inc. 54,434,882 7.64
Black Rock Institutional Trust Company, N.A. 34,097,636 4.78
State Street Global Advisors (US) 33,435,012 4.69
MFS Investment Management 19,768,880 2.77
Franklin Advisers, Inc. 13,878,454 1.95
T. Rowe Price Associates, Inc. 9,274,261 1.3
Geode Capital Management, L.L.C. 8,200,511 1.15
Federated Equity Management Company of Pennsylvania 6,308,012 .88
Federated Investment Management Company 6,111,712 .86
Renaissance Technologies LLC 6,051,129 .85
Northern Trust Investments, Inc. 5,946,106 .83
Wellington Management Company, LLP 5,869,837 .82
Managed Account Advisors LLC 5,290,373 .74
Fidelity Management & Research Company 5,185,972 .73
Legal & General Investment Management Ltd. 5,179,567 .73
Capital World Investors 4,899,999 .69
Invesco Advisers, Inc. 4,664,871 .65
BNY Mellon Asset Management North America Corporation 4,098,002 .57
Black Rock Investment Management (UK) Ltd. 4,011,854 .56
Epoch Investment Partners, Inc. 3,965,691 .56
State Farm Insurance Companies 3,806,943 .53
DWS Investment Gmb H 3,777,544 .53
Zimmer Partners, LP 3,570,316 .5
Oppenheimer Funds, Inc. 3,432,454 .48
Black Rock Asset Management Ireland Limited 3,179,149 .45
Capital Research Global Investors 3,176,879 .45
Invesco Capital Management LLC 3,003,259 .42
Schweizerische Nationalbank 2,999,491 .42
Nuveen LLC 2,992,451 .42
Charles Schwab Investment Management, Inc. 2,930,453 .41
RBC Capital Markets Wealth Management 2,861,262 .4
Morgan Stanley Wealth Management 2,811,118 .39
Goldman Sachs & Company, Inc. 2,674,403 .38
Lord, Abbett & Co. LLC 2,638,750 .37
California Public Employees' Retirement System 2,501,677 .35
Sumitomo Mitsui Trust Bank, Limited 2,325,336 .33
Black Rock Financial Management, Inc. 2,260,382 .32
Wells Fargo Advisors 2,253,813 .32
Goldman Sachs Asset Management (US) 2,109,253 .3
Parametric Portfolio Associates LLC 2,090,423 .29
Raymond James & Associates, Inc. 2,074,246 .29
Two Sigma Investments, LP 2,036,329 .29
Federated Investment Counseling 2,002,587 .28
BNY Mellon Asset Management 1,908,020 .27
Credit Suisse Securities (USA) LLC 1,885,546 .26
Bank of America Merrill Lynch (US) 1,789,121 .25
Northern Trust Global Investments 1,763,098 .25
Pictet Asset Management Ltd. 1,747,738 .25
Luminus Management, L.L.C. 1,715,451 .24
New York State Common Retirement Fund 1,573,100 .22

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 397
  • 15
  • 283
  • 99
7,485.76
  • 88.56
  • 5,960.04
  • 1,437.16
13.12
  • .16
  • 10.44
  • 2.52
93,519,931
  • 1,106,648
  • 74,447,114
  • 17,966,169
Total Income 109
  • 45
  • 64
1,840.09
  • 1,424.96
  • 415.13
3.22
  • 2.5
  • .73
22,979,235
  • 17,802,324
  • 5,176,911
Index 63 13,820.87 24.21 172,582,233
Total Other 336
  • 38
  • 202
  • 78
  • 2
  • 15
  • 1
6,939.02
  • 1,404.43
  • 3,427.6
  • 1,622.79
  • .18
  • 483.51
  • .51
12.16
  • 2.46
  • 6.01
  • 2.84
  • 0
  • .85
  • 0
86,709,479
  • 17,551,013
  • 42,831,741
  • 20,275,828
  • 2,269
  • 6,042,277
  • 6,351
Total Value 257
  • 204
  • 53
3,723.13
  • 3,351.88
  • 371.25
6.52
  • 5.87
  • .65
46,483,805
  • 41,850,759
  • 4,633,046

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 15,328.67 26.87 191,560,489
Top20Inst 19,258.63 33.76 240,672,761
Top50Inst 25,331.4 44.41 316,563,353
Total Inst 35,047.03 61.4 437,739,385
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