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. 52,120,701 7.44
Black Rock Institutional Trust Company, N.A. 34,963,838 4.99
State Street Global Advisors (US) 32,966,556 4.7
MFS Investment Management 19,339,033 2.76
Franklin Advisers, Inc. 13,606,665 1.94
Geode Capital Management, L.L.C. 7,785,350 1.11
Federated Equity Management Company of Pennsylvania 7,345,952 1.05
Zimmer Partners, LP 7,110,600 1.01
Federated Investment Management Company 7,075,705 1.01
Northern Trust Investments, Inc. 5,893,197 .84
Invesco Advisers, Inc. 5,577,038 .8
Managed Account Advisors LLC 5,293,230 .76
Wellington Management Company, LLP 5,253,838 .75
Legal & General Investment Management Ltd. 4,941,556 .7
Capital World Investors 4,899,999 .7
Renaissance Technologies LLC 4,780,917 .68
Epoch Investment Partners, Inc. 4,607,380 .66
Capital Research Global Investors 4,281,600 .61
Deutsche Asset Management Investment Gmb H 3,983,020 .57
State Farm Insurance Companies 3,806,943 .54
Nuveen LLC 3,686,137 .53
Fidelity Management & Research Company 3,594,482 .51
Black Rock Investment Management (UK) Ltd. 3,553,555 .51
BNY Mellon Asset Management North America Corporation 3,232,052 .46
Schweizerische Nationalbank 3,025,491 .43
RBC Capital Markets Wealth Management 2,691,195 .38
Morgan Stanley Wealth Management 2,676,688 .38
Charles Schwab Investment Management, Inc. 2,667,776 .38
Invesco Power Shares Capital Management LLC 2,586,906 .37
Black Rock Asset Management Ireland Limited 2,444,658 .35
Wells Fargo Advisors 2,383,143 .34
Goldman Sachs & Company, Inc. 2,282,473 .33
Sumitomo Mitsui Trust Bank, Limited 2,140,113 .31
Lord, Abbett & Co. LLC 2,072,691 .3
Federated Investment Counseling 2,067,772 .29
Raymond James & Associates, Inc. 2,006,148 .29
Parametric Portfolio Associates LLC 1,967,099 .28
Luminus Management, L.L.C. 1,881,226 .27
Goldman Sachs Asset Management (US) 1,875,140 .27
BNY Mellon Asset Management 1,874,422 .27
Northern Trust Global Investments 1,865,018 .27
Pictet Asset Management Ltd. 1,842,171 .26
Citadel LLC 1,751,506 .25
Oppenheimer Funds, Inc. 1,699,993 .24
Mitsubishi UFJ Trust and Banking Corporation 1,680,435 .24
Credit Suisse Securities (USA) LLC 1,673,014 .24
California Public Employees' Retirement System 1,671,110 .24
New York State Common Retirement Fund 1,660,500 .24
UBS Asset Management (Switzerland) 1,618,761 .23
Two Sigma Investments, LP 1,555,140 .22

Investor Styles

Holders Value ($MM) %O/S Shares
Total Growth 389
  • 14
  • 293
  • 82
7,000.34
  • 77.54
  • 6,304.27
  • 618.53
12.88
  • .14
  • 11.6
  • 1.14
90,270,675
  • 1,000,905
  • 81,295,062
  • 7,974,708
Total Income 116
  • 51
  • 65
1,794.65
  • 1,430.07
  • 364.58
3.3
  • 2.63
  • .67
23,148,055
  • 18,450,625
  • 4,697,430
Index 62 12,882.67 23.72 166,287,883
Total Other 315
  • 33
  • 190
  • 72
  • 2
  • 16
  • 2
6,352.97
  • 1,408.3
  • 2,580.51
  • 1,896
  • .18
  • 467.31
  • .67
11.69
  • 2.59
  • 4.75
  • 3.49
  • 0
  • .86
  • 0
81,958,068
  • 18,178,597
  • 33,273,520
  • 24,462,862
  • 2,379
  • 6,032,028
  • 8,682
Total Value 251
  • 196
  • 55
3,769.71
  • 3,412.01
  • 357.7
6.94
  • 6.28
  • .66
48,622,582
  • 44,019,130
  • 4,603,452

Ownership Concentration

Concentration Value ($MM) %O/S Shares
Top10Inst 14,580.44 26.85 188,207,597
Top20Inst 18,254.5 33.61 235,633,118
Top50Inst 23,501.29 43.27 303,359,933
Total Inst 33,044 60.81 426,301,619