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. 52,895,041 7.43
Black Rock Institutional Trust Company, N.A. 33,305,187 4.68
State Street Global Advisors (US) 32,686,771 4.59
MFS Investment Management 19,650,298 2.76
Franklin Advisers, Inc. 13,562,936 1.9
Geode Capital Management, L.L.C. 7,818,549 1.1
Federated Equity Management Company of Pennsylvania 7,247,314 1.02
Federated Investment Management Company 7,024,080 .99
Wellington Management Company, LLP 6,205,008 .87
Zimmer Partners, LP 6,181,900 .87
Northern Trust Investments, Inc. 5,867,692 .82
Managed Account Advisors LLC 5,278,380 .74
Invesco Advisers, Inc. 5,141,941 .72
Legal & General Investment Management Ltd. 5,037,516 .71
Capital World Investors 4,899,999 .69
Fidelity Management & Research Company 4,579,428 .64
Epoch Investment Partners, Inc. 4,220,587 .59
Renaissance Technologies LLC 4,070,567 .57
Black Rock Investment Management (UK) Ltd. 4,058,585 .57
DWS Investment Gmb H 3,837,612 .54
State Farm Insurance Companies 3,806,943 .53
BNY Mellon Asset Management North America Corporation 3,428,713 .48
Nuveen LLC 3,252,985 .46
Capital Research Global Investors 3,173,000 .45
Citadel LLC 3,157,348 .44
Invesco Capital Management LLC 3,123,393 .44
Schweizerische Nationalbank 3,098,691 .43
Lord, Abbett & Co. LLC 2,800,641 .39
Charles Schwab Investment Management, Inc. 2,759,986 .39
Black Rock Asset Management Ireland Limited 2,715,704 .38
Morgan Stanley Wealth Management 2,715,235 .38
RBC Capital Markets Wealth Management 2,710,029 .38
Black Rock Financial Management, Inc. 2,421,777 .34
Wells Fargo Advisors 2,363,054 .33
Sumitomo Mitsui Trust Bank, Limited 2,280,831 .32
Luminus Management, L.L.C. 2,146,221 .3
Goldman Sachs & Company, Inc. 2,117,615 .3
Federated Investment Counseling 2,102,567 .3
Raymond James & Associates, Inc. 2,073,691 .29
J.P. Morgan Securities LLC 2,066,541 .29
California Public Employees' Retirement System 1,985,214 .28
Parametric Portfolio Associates LLC 1,984,171 .28
BNY Mellon Asset Management 1,879,230 .26
Pictet Asset Management Ltd. 1,786,068 .25
Northern Trust Global Investments 1,745,661 .25
Millennium Management LLC 1,740,617 .24
Bank of America Merrill Lynch (US) 1,736,122 .24
Credit Suisse Securities (USA) LLC 1,677,640 .24
Mitsubishi UFJ Trust and Banking Corporation 1,672,006 .23
Goldman Sachs Asset Management (US) 1,638,601 .23

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 392
  • 14
  • 282
  • 96
6,736.4
  • 80.86
  • 5,862.98
  • 792.56
11.95
  • .14
  • 10.4
  • 1.41
85,141,013
  • 1,022,489
  • 74,090,057
  • 10,028,467
Total Income 112
  • 48
  • 64
1,760.96
  • 1,369.42
  • 391.54
3.12
  • 2.43
  • .69
22,256,000
  • 17,311,258
  • 4,944,742
Index 62 13,250.84 23.52 167,522,460
Total Other 343
  • 36
  • 195
  • 92
  • 3
  • 16
  • 1
6,955.75
  • 1,474.79
  • 2,843.72
  • 2,150.17
  • 4.2
  • 482.4
  • .47
12.34
  • 2.62
  • 5.04
  • 3.82
  • .01
  • .86
  • 0
87,910,626
  • 18,646,339
  • 35,930,050
  • 27,181,323
  • 53,084
  • 6,093,868
  • 5,962
Total Value 260
  • 207
  • 53
4,276.55
  • 3,895.44
  • 381.11
7.58
  • 6.91
  • .68
54,016,708
  • 49,206,911
  • 4,809,797

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 14,754.52 26.19 186,577,084
Top20Inst 18,470.67 32.79 233,569,391
Top50Inst 24,177.1 42.92 305,729,686
Total Inst 34,256.45 60.78 432,954,156