Duke Energy Corporation (DUK) Ownership

117.97 ↓0.65 (-0.55%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Duke Energy Corporation (DUK), owning a total of 75.7 million shares. Combined, the top 37 institutional holders of DUK own 60.48% of the company with a total of 469.6 million shares.

In the latest ownership report on June 30th 2025, the top 37 institutional holders increased their combined ownership of DUK by 22.4 million shares. 12 institutions bought 27,349,420 total additional shares and increased their ownership by an average of 958.00%. However 8 institutions sold 4,990,330 total shares and decreased their ownership by an average of 5.89%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Duke Energy Corporation increased by a net total of 22,359,090 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.737%1.549%75,716,7831,154,7832025-06-30
BlackRock Inc8.593%5.819%66,820,4713,674,2112025-06-30
State Street Corp5.357%2.828%41,655,4621,145,6122025-06-30
Geode Capital Management, LLC2.403%1.737%18,684,447319,0012025-06-30
Laurel Wealth Advisors, LLC2.272%11,417.700%17,668,78917,515,3832025-06-30
Massachusetts Financial Services Company2.209%-5.152%17,174,810-932,8152025-06-30
FMR Inc1.720%-5.681%13,372,558-805,4402025-06-30
Wellington Management Company LLP1.702%-6.924%13,236,918-984,7282025-06-30
Morgan Stanley - Brokerage Accounts1.578%6.572%12,266,728756,4722025-06-30
GQG Partners LLC1.396%5.922%10,856,444606,9362025-06-30
Charles Schwab Investment Management Inc1.118%0.403%8,691,15034,9062025-06-30
Royal Bank of Canada1.074%-6.361%8,354,023-567,4942025-06-30
Bank of America Corp1.047%-6.527%8,138,654-568,2762025-06-30
Northern Trust Corp0.994%-5.232%7,726,997-426,6182025-06-30
Franklin Resources Inc0.899%-3.771%6,993,487-274,0182025-06-30
Legal & General Group PLC0.815%3.537%6,338,489216,5412025-06-30
Nuveen, LLC0.685%-7.484%5,327,447-430,9412025-06-30
Capital Research Global Investors0.646%1.983%5,020,46797,6012025-06-30
UBS Asset Mgmt Americas Inc0.636%36.053%4,942,3401,309,6852025-06-30
Goldman Sachs Group Inc0.627%11.886%4,878,800518,2892025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.737%1.549%75,716,7831,154,7832025-06-30
BlackRock Inc8.593%5.819%66,820,4713,674,2112025-06-30
State Street Corp5.357%2.828%41,655,4621,145,6122025-06-30
State Street Corporation4.981%-7.755%38,462,060-3,233,5612024-03-31
Geode Capital Management, LLC2.403%1.737%18,684,447319,0012025-06-30
Laurel Wealth Advisors, LLC2.272%11,417.700%17,668,78917,515,3832025-06-30
Massachusetts Financial Services Company2.209%-5.152%17,174,810-932,8152025-06-30
FMR Inc1.720%-5.681%13,372,558-805,4402025-06-30
Wellington Management Company LLP1.702%-6.924%13,236,918-984,7282025-06-30
Morgan Stanley - Brokerage Accounts1.578%6.572%12,266,728756,4722025-06-30
GQG Partners LLC1.396%5.922%10,856,444606,9362025-06-30
Charles Schwab Investment Management Inc1.118%0.403%8,691,15034,9062025-06-30
Royal Bank of Canada1.074%-6.361%8,354,023-567,4942025-06-30
Bank of America Corp1.047%-6.527%8,138,654-568,2762025-06-30
Northern Trust Corp0.994%-5.232%7,726,997-426,6182025-06-30
T. Rowe Price Associates, Inc.0.983%541.829%7,566,4366,387,5502022-06-30
Franklin Resources Inc0.899%-3.771%6,993,487-274,0182025-06-30
Pathway Financial Advisors, LLC0.877%11,471.400%6,777,9736,719,3982024-09-30
JPMorgan Chase & Co0.849%-3.781%6,586,196-258,8132024-09-30
Legal & General Group PLC0.815%3.537%6,338,489216,5412025-06-30
Federated Hermes Inc0.704%-2.439%5,439,042-135,9742024-06-30
Nuveen, LLC0.685%-7.484%5,327,447-430,9412025-06-30
Bank of New York Mellon Corp0.653%-1.367%5,079,808-70,4242025-03-31
Capital Research Global Investors0.646%1.983%5,020,46797,6012025-06-30
UBS Asset Mgmt Americas Inc0.636%36.053%4,942,3401,309,6852025-06-30
Goldman Sachs Group Inc0.627%11.886%4,878,800518,2892025-06-30
Nuveen Asset Management, LLC0.623%14.833%4,838,705625,0082024-12-31
California Public Employees Retrmnt Sys0.612%-0.144%4,712,596-6,7982023-09-30
Mitsubishi UFJ Trust & Banking Corp0.604%-2.305%4,657,949-109,8962023-06-30
Mackenzie Investments0.593%81.231%4,612,5942,067,4462024-12-31
Amvescap Plc.0.571%-10.688%4,438,435-531,1322025-03-31
Neuberger Berman Group LLC0.567%-12.421%4,376,683-620,7032024-06-30
Capital World Investors0.497%0.000%3,830,00002022-12-31
Wells Fargo & Co0.488%-6.092%3,787,199-245,6622024-09-30
American Century Companies Inc0.475%-11.737%3,688,965-490,5682024-12-31
State Farm Mutual Automobile Ins Co0.464%0.964%3,569,30834,0722022-09-30
Swiss National Bank0.433%-0.021%3,336,600-7002022-09-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Duke Energy Corporation (DUK), owning a total of 24.5 million shares. Combined, the top 36 mutual fund holders of DUK own 35.96% of the company with a total of 279 million shares.

In the latest ownership report on August 31st 2025, the top 36 fund holders increased their combined ownership of DUK by 99 thousand shares. 1 funds bought 115,368 total additional shares and increased their ownership by an average of 1.25%. However 2 funds sold 16,615 total shares and decreased their ownership by an average of 0.12%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Duke Energy Corporation increased by a net total of 98,753 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
The Utilities Select Sector SPDR® ETF1.619%-0.081%12,592,542-10,1522025-08-31
SPDR® S&P 500® ETF1.206%1.245%9,379,876115,3682025-08-31
iShares Core S&P 500 ETF1.203%0.000%9,353,13102025-08-31
State St S&P 500® Indx SL Cl III0.534%-0.156%4,148,787-6,4632025-08-31
iShares U.S. Equity Fac Rotation Act ETF0.407%0.000%3,168,22002025-08-31
iShares MSCI USA Min Vol Factor ETF0.361%0.000%2,805,52202025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.148%0.036%24,461,9288,7082024-09-30
Vanguard Total Stock Mkt Idx Inv3.140%-2.243%24,418,480-560,1722025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.094%1.853%23,846,351433,8692023-03-31
Vanguard 500 Index Investor2.474%-12.778%19,239,578-2,818,5812025-07-31
The Utilities Select Sector SPDR® ETF1.619%-0.081%12,592,542-10,1522025-08-31
MFS Large Cap Value (SMA)1.489%37,019,700.000%11,476,13311,476,1022023-06-30
Fidelity 500 Index1.267%0.043%9,852,5164,2252025-07-31
Utilities Select Sector SPDR® ETF1.255%1.714%9,684,522163,2002024-05-30
SPDR® S&P 500 ETF1.242%-0.986%9,652,501-96,1122025-03-31
MFS Large Cap Value Equity1.240%-3.302%9,643,595-329,3362025-06-30
MFS Value A1.233%-0.581%9,587,540-56,0552025-07-31
SPDR® S&P 500® ETF Trust1.209%-0.521%9,396,685-49,2482025-03-31
SPDR® S&P 500® ETF1.206%1.245%9,379,876115,3682025-08-31
iShares Core S&P 500 ETF1.203%0.000%9,353,13102025-08-31
SPDR® S&P 500 ETF Trust1.193%0.700%9,207,39363,9802024-05-30
Fidelity® 500 Index1.165%0.641%8,980,91257,1582023-11-30
Vanguard Value Index Inv0.886%-0.119%6,886,783-8,1712025-07-31
Vanguard Wellington™ Inv0.747%-15.842%5,811,143-1,093,9242025-06-30
Vanguard Utilities ETF0.634%-0.067%4,933,141-3,3272025-07-31
Vanguard Institutional Index I0.604%-1.066%4,699,523-50,6302025-07-31
State St S&P 500® Indx SL Cl III0.534%-0.156%4,148,787-6,4632025-08-31
iShares U.S. Equity Fac Rotation Act ETF0.407%0.000%3,168,22002025-08-31
Federated Hermes Strategic Value Div IS0.406%-1.260%3,134,829-40,0002024-06-30
Federated Hermes Strategic Val Dividend0.406%-1.260%3,134,829-40,0002024-06-30
Neuberger Berman Large Cap Value Inv0.396%-11.182%3,054,765-384,5872024-06-30
Vanguard High Dividend Yield ETF0.385%0.346%2,989,77610,3152025-07-31
Vanguard Institutional 500 Index Trust0.382%0.000%2,968,2252,968,2252025-07-31
Blackrock Eq Idx Fund CF0.380%1.805%2,952,57352,3562025-06-30
iShares MSCI USA Min Vol Factor ETF0.361%0.000%2,805,52202025-08-31
Franklin Utilities Fund A10.328%0.000%2,550,00002025-07-31
Franklin Utilities A10.328%-1.923%2,550,000-50,0002025-06-30
Russell 1000 Index Fund0.328%4.270%2,547,322104,3142025-04-30
Franklin Income A10.322%0.000%2,500,00002025-03-31
American Funds Capital Income Bldr A0.315%0.000%2,452,92002025-06-30
American Funds Income Fund of Amer A0.317%0.000%2,449,45702024-09-30
Blackrock Russ 1000 Eq Idx Composite0.314%-3.515%2,442,921-88,9902025-06-30

Discussions

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4texin10/12/25 10:30am

$DUK bull flag
breakout!

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