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. 51,528,433 7.35
Black Rock Institutional Trust Company, N.A. 34,653,627 4.95
State Street Global Advisors (US) 33,180,249 4.74
MFS Investment Management 15,628,956 2.23
Franklin Advisers, Inc. 9,649,854 1.38
Geode Capital Management, L.L.C. 7,495,715 1.07
Federated Equity Management Company of Pennsylvania 7,261,171 1.04
Federated Investment Management Company 7,074,505 1.01
Northern Trust Investments, Inc. 5,962,576 .85
Managed Account Advisors LLC 5,641,567 .81
Invesco Advisers, Inc. 5,597,459 .8
Wellington Management Company, LLP 5,346,538 .76
Deutsche Asset Management Investment Gmb H 5,195,637 .74
Legal & General Investment Management Ltd. 5,010,088 .72
Capital World Investors 4,899,999 .7
Epoch Investment Partners, Inc. 4,792,410 .68
Capital Research Global Investors 4,499,551 .64
Renaissance Technologies LLC 4,302,017 .61
State Farm Insurance Companies 3,806,943 .54
Fidelity Management & Research Company 3,729,053 .53
Black Rock Investment Management (UK) Ltd. 3,433,119 .49
Nuveen LLC 3,380,701 .48
Schweizerische Nationalbank 3,269,791 .47
Two Sigma Investments, LP 3,115,134 .44
Mellon Capital Management Corporation 2,628,170 .38
JP Morgan Asset Management 2,546,641 .36
Charles Schwab Investment Management, Inc. 2,544,036 .36
Invesco Power Shares Capital Management LLC 2,485,529 .35
RBC Capital Markets Wealth Management 2,469,238 .35
Black Rock Asset Management Ireland Limited 2,418,839 .35
Goldman Sachs & Company, Inc. 2,392,652 .34
Morgan Stanley Wealth Management 2,344,159 .33
Wells Fargo Advisors 2,251,422 .32
Federated Investment Counseling 2,247,472 .32
Goldman Sachs Asset Management (US) 2,151,673 .31
Sumitomo Mitsui Trust Bank, Limited 2,124,355 .3
California Public Employees' Retirement System 2,110,859 .3
Pictet Asset Management Ltd. 2,076,812 .3
Columbia Threadneedle Investments (US) 1,997,219 .29
BNY Mellon Asset Management 1,993,184 .28
Raymond James & Associates, Inc. 1,987,347 .28
Parametric Portfolio Associates LLC 1,979,979 .28
Northern Trust Global Investments 1,955,749 .28
Bank of America Merrill Lynch (US) 1,848,951 .26
New York State Common Retirement Fund 1,757,500 .25
Credit Suisse Securities (USA) LLC 1,753,179 .25
Mitsubishi UFJ Trust and Banking Corporation 1,683,543 .24
The London Company 1,651,655 .24
UBS Financial Services, Inc. 1,633,016 .23
UBS Asset Management (Switzerland) 1,548,304 .22

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 398
  • 12
  • 305
  • 81
7,432.4
  • 21.62
  • 6,765.13
  • 645.65
12.64
  • .04
  • 11.51
  • 1.1
88,583,663
  • 257,055
  • 80,605,754
  • 7,720,854
Total Income 116
  • 54
  • 62
1,603.14
  • 1,232.51
  • 370.62
2.73
  • 2.1
  • .63
19,132,522
  • 14,688,569
  • 4,443,953
Index 62 13,919.51 23.65 165,665,880
Total Other 323
  • 37
  • 202
  • 66
  • 16
  • 2
6,213.87
  • 1,545.68
  • 2,968.56
  • 1,172.84
  • 526.31
  • .49
10.57
  • 2.62
  • 5.06
  • 1.99
  • .89
  • 0
74,040,891
  • 18,386,724
  • 35,438,220
  • 13,945,100
  • 6,265,069
  • 5,778
Total Value 247
  • 192
  • 55
4,182.66
  • 3,753.09
  • 429.57
7.12
  • 6.39
  • .73
49,916,295
  • 44,792,471
  • 5,123,824

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 14,978.03 25.42 178,076,653
Top20Inst 18,946.31 32.15 225,256,348
Top50Inst 24,647.31 41.83 293,036,576
Total Inst 34,588.72 58.85 412,281,405