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. 56,503,147 7.77
Black Rock Institutional Trust Company, N.A. 36,074,090 4.96
State Street Global Advisors (US) 34,920,856 4.8
MFS Investment Management 19,276,081 2.65
T. Rowe Price Associates, Inc. 18,004,985 2.47
Franklin Advisers, Inc. 11,993,805 1.65
Geode Capital Management, L.L.C. 8,951,045 1.23
Managed Account Advisors LLC 8,645,846 1.19
Renaissance Technologies LLC 8,209,779 1.13
Fidelity Management & Research Company 6,848,260 .94
Northern Trust Investments, Inc. 5,971,145 .82
Wellington Management Company, LLP 5,936,565 .82
Invesco Advisers, Inc. 5,574,350 .77
Legal & General Investment Management Ltd. 5,346,182 .73
Capital World Investors 4,899,999 .67
Federated Equity Management Company of Pennsylvania 4,435,937 .61
Mellon Investments Corporation 4,349,707 .6
Black Rock Investment Management (UK) Ltd. 3,991,231 .55
Oppenheimer Funds, Inc. 3,944,914 .54
State Farm Insurance Companies 3,806,943 .52
California Public Employees' Retirement System 3,670,187 .5
Epoch Investment Partners, Inc. 3,536,633 .49
Bank of America Merrill Lynch (US) 3,452,824 .47
DWS Investment Gmb H 3,322,112 .46
Goldman Sachs & Company, Inc. 3,181,476 .44
Capital Research Global Investors 3,177,854 .44
Schweizerische Nationalbank 3,061,491 .42
Charles Schwab Investment Management, Inc. 3,028,852 .42
Invesco Capital Management LLC 2,963,144 .41
RBC Capital Markets Wealth Management 2,905,754 .4
Sumitomo Mitsui Trust Bank, Limited 2,901,048 .4
Black Rock Asset Management Ireland Limited 2,802,035 .39
Morgan Stanley Smith Barney LLC 2,761,679 .38
Parametric Portfolio Associates LLC 2,300,173 .32
Nuveen LLC 2,280,204 .31
Lord, Abbett & Co. LLC 2,264,057 .31
Wells Fargo Advisors 2,243,891 .31
BNY Mellon Asset Management 2,080,900 .29
Black Rock Financial Management, Inc. 2,043,495 .28
Raymond James & Associates, Inc. 2,029,222 .28
Northern Trust Global Investments 1,946,488 .27
Goldman Sachs Asset Management (US) 1,945,592 .27
Federated Investment Counseling 1,901,396 .26
CPP Investment Board 1,856,602 .26
Pictet Asset Management Ltd. 1,636,921 .22
Morgan Stanley & Co. LLC 1,537,894 .21
New York State Common Retirement Fund 1,499,200 .21
UBS Asset Management (Switzerland) 1,463,942 .2
UBS Financial Services, Inc. 1,454,670 .2
Northern Trust Global Investments Limited 1,420,480 .2

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 392
  • 16
  • 283
  • 93
8,451.44
  • 235.57
  • 6,646.71
  • 1,569.17
13.46
  • .38
  • 10.58
  • 2.5
97,915,700
  • 2,729,602
  • 76,973,919
  • 18,212,179
Total Income 105
  • 45
  • 60
1,828.72
  • 1,408.6
  • 420.12
2.91
  • 2.24
  • .67
21,167,457
  • 16,309,983
  • 4,857,474
Index 61 15,275.23 24.31 176,879,911
Total Other 329
  • 38
  • 196
  • 78
  • 3
  • 13
  • 1
8,405.75
  • 1,647.6
  • 4,727.46
  • 1,124.63
  • 88.92
  • 816.62
  • .52
13.38
  • 2.62
  • 7.52
  • 1.79
  • .14
  • 1.3
  • 0
97,338,815
  • 19,090,701
  • 54,729,382
  • 13,036,854
  • 1,030,330
  • 9,445,544
  • 6,004
Total Value 256
  • 206
  • 50
3,510.89
  • 3,110.24
  • 400.65
5.58
  • 4.94
  • .64
40,597,008
  • 35,954,975
  • 4,642,033

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 18,073.63 28.78 209,427,894
Top20Inst 22,238.2 35.41 257,684,867
Top50Inst 28,509.64 45.4 330,355,083
Total Inst 38,880.24 61.87 450,160,681
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