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. 58,811,215 8.08
Black Rock Institutional Trust Company, N.A. 37,590,446 5.16
State Street Global Advisors (US) 36,506,112 5.01
MFS Investment Management 18,276,936 2.51
Franklin Advisers, Inc. 11,966,910 1.64
T. Rowe Price Associates, Inc. 10,379,370 1.43
Geode Capital Management, L.L.C. 10,099,152 1.39
Managed Account Advisors LLC 8,416,249 1.16
Renaissance Technologies LLC 8,156,229 1.12
Legal & General Investment Management Ltd. 6,162,213 .85
Federated Investment Management Company 6,111,712 .84
Fidelity Management & Research Company 6,025,586 .83
Wellington Management Company, LLP 5,936,986 .82
Northern Trust Investments, Inc. 5,744,813 .79
Invesco Advisers, Inc. 5,070,762 .7
California Public Employees' Retirement System 4,394,565 .6
Federated Equity Management Company of Pennsylvania 4,317,889 .59
Mellon Investments Corporation 4,284,003 .59
Bank of America Merrill Lynch (US) 4,190,094 .58
Capital World Investors 3,999,999 .55
Black Rock Investment Management (UK) Ltd. 3,918,430 .54
State Farm Insurance Companies 3,806,943 .52
Oppenheimer Funds, Inc. 3,803,887 .52
Epoch Investment Partners, Inc. 3,447,143 .47
Charles Schwab Investment Management, Inc. 3,214,864 .44
Capital Research Global Investors 3,178,939 .44
Schweizerische Nationalbank 3,146,391 .43
DWS Investment Gmb H 3,043,132 .42
Invesco Capital Management LLC 3,033,464 .42
RBC Capital Markets Wealth Management 2,976,294 .41
Sumitomo Mitsui Trust Bank, Limited 2,844,716 .39
Black Rock Asset Management Ireland Limited 2,828,085 .39
Morgan Stanley Smith Barney LLC 2,588,124 .36
Parametric Portfolio Associates LLC 2,427,229 .33
Nuveen LLC 2,326,697 .32
Wells Fargo Advisors 2,207,385 .3
BNY Mellon Asset Management 2,116,834 .29
Black Rock Financial Management, Inc. 2,022,937 .28
Goldman Sachs & Company, Inc. 2,004,572 .28
Northern Trust Global Investments 1,993,346 .27
Raymond James & Associates, Inc. 1,918,945 .26
Federated Investment Counseling 1,888,537 .26
Janus Henderson Investors 1,839,077 .25
Goldman Sachs Asset Management (US) 1,706,131 .23
Lord, Abbett & Co. LLC 1,684,988 .23
Pictet Asset Management Ltd. 1,683,533 .23
Northern Trust Global Investments Limited 1,548,539 .21
New York State Common Retirement Fund 1,503,900 .21
Cohen & Steers Capital Management, Inc. 1,461,362 .2
GWL Investment Management Ltd. 1,387,081 .19

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 395
  • 15
  • 286
  • 94
8,566.02
  • 261.74
  • 6,769.29
  • 1,534.99
13.1
  • .4
  • 10.34
  • 2.36
95,361,881
  • 2,908,189
  • 75,306,959
  • 17,146,733
Total Income 108
  • 45
  • 63
1,922.53
  • 1,478.5
  • 444.03
2.93
  • 2.26
  • .68
21,366,551
  • 16,426,600
  • 4,939,951
Index 60 16,694.33 25.49 185,559,519
Total Other 342
  • 38
  • 191
  • 99
  • 10
  • 1
  • 3
7,903.39
  • 1,613.64
  • 4,044.86
  • 1,279.67
  • 832.94
  • .51
  • 131.76
12.07
  • 2.46
  • 6.18
  • 1.95
  • 1.27
  • 0
  • .2
87,855,957
  • 17,929,345
  • 44,969,863
  • 14,232,060
  • 9,254,832
  • 5,713
  • 1,464,144
Total Value 262
  • 213
  • 49
3,960.51
  • 3,554.68
  • 405.84
6.14
  • 5.52
  • .62
44,717,651
  • 40,203,019
  • 4,514,632

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 18,572.83 28.35 206,364,832
Top20Inst 23,018.72 35.22 256,441,241
Top50Inst 29,638.35 45.33 329,992,746
Total Inst 40,615.88 62.13 452,329,950
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