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. 59,914,178 8.22
Black Rock Institutional Trust Company, N.A. 38,061,266 5.22
State Street Global Advisors (US) 37,352,685 5.13
MFS Investment Management 20,227,630 2.78
Franklin Advisers, Inc. 12,003,790 1.65
Geode Capital Management, L.L.C. 10,344,422 1.42
Renaissance Technologies LLC 8,419,329 1.16
Invesco Advisers, Inc. 7,692,917 1.06
Legal & General Investment Management Ltd. 6,808,957 .93
Fidelity Management & Research Company 6,493,701 .89
Northern Trust Investments, Inc. 6,247,946 .86
Federated Investment Management Company 6,111,712 .84
Wellington Management Company, LLP 6,008,253 .82
California Public Employees' Retirement System 5,267,847 .72
Federated Equity Management Company of Pennsylvania 4,312,736 .59
Mellon Investments Corporation 4,290,391 .59
Black Rock Investment Management (UK) Ltd. 4,023,024 .55
Capital World Investors 3,999,999 .55
Invesco Capital Management LLC 3,986,949 .55
State Farm Insurance Companies 3,806,943 .52
Oppenheimer Funds, Inc. 3,803,887 .52
T. Rowe Price Associates, Inc. 3,728,761 .51
Nuveen LLC 3,330,374 .46
Charles Schwab Investment Management, Inc. 3,293,959 .45
Epoch Investment Partners, Inc. 3,203,477 .44
Capital Research Global Investors 3,181,686 .44
Schweizerische Nationalbank 3,117,491 .43
RBC Capital Markets Wealth Management 3,037,052 .42
Managed Account Advisors LLC 2,980,811 .41
Black Rock Asset Management Ireland Limited 2,940,950 .4
Sumitomo Mitsui Trust Bank, Limited 2,887,061 .4
DWS Investment Gmb H 2,878,235 .4
Morgan Stanley Smith Barney LLC 2,662,517 .37
Parametric Portfolio Associates LLC 2,493,082 .34
Bank of America Merrill Lynch (US) 2,391,444 .33
Wells Fargo Advisors 2,181,455 .3
Goldman Sachs & Company, Inc. 2,173,819 .3
BNY Mellon Asset Management 2,126,784 .29
Black Rock Financial Management, Inc. 2,063,760 .28
Northern Trust Global Investments 2,041,420 .28
Raymond James & Associates, Inc. 1,885,184 .26
Federated Investment Counseling 1,879,840 .26
Goldman Sachs Asset Management (US) 1,754,466 .24
Pictet Asset Management Ltd. 1,742,891 .24
Lord, Abbett & Co. LLC 1,685,370 .23
D. E. Shaw & Co., L.P. 1,680,677 .23
Northern Trust Global Investments Limited 1,563,619 .21
New York State Common Retirement Fund 1,511,000 .21
UBS Financial Services, Inc. 1,478,105 .2
Rhumbline Advisers Ltd. Partnership 1,375,389 .19

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 399
  • 15
  • 293
  • 91
8,172.63
  • 290.37
  • 6,454.62
  • 1,427.64
12.72
  • .45
  • 10.04
  • 2.23
92,709,593
  • 3,290,632
  • 73,163,381
  • 16,255,580
Total Income 108
  • 44
  • 64
1,896.37
  • 1,451.85
  • 444.51
2.95
  • 2.26
  • .69
21,498,585
  • 16,456,441
  • 5,042,144
Index 61 17,141.04 26.67 194,281,016
Total Other 339
  • 36
  • 193
  • 94
  • 12
  • 1
  • 3
7,465.27
  • 1,411.67
  • 3,813.63
  • 1,832.95
  • 339.29
  • .51
  • 67.22
11.6
  • 2.2
  • 5.92
  • 2.85
  • .53
  • 0
  • .1
84,534,170
  • 15,997,751
  • 43,149,226
  • 20,774,354
  • 3,845,276
  • 5,725
  • 761,838
Total Value 258
  • 208
  • 50
3,715.67
  • 3,285.87
  • 429.8
5.86
  • 5.19
  • .67
42,684,167
  • 37,814,865
  • 4,869,302

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 18,293.82 28.45 207,318,875
Top20Inst 22,484.02 35.05 255,374,675
Top50Inst 28,938.82 45.08 328,449,241
Total Inst 40,100.79 62.46 455,085,202
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