Duke Energy Corporation (DUK) Ownership

96.72 ↑0.63 (0.66%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Duke Energy Corporation (DUK), owning a total of 70.3 million shares. Combined, the top 26 institutional holders of DUK own 46.54% of the company with a total of 358.7 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders decreased their combined ownership of DUK by 875 thousand shares. 4 institutions bought 1,017,190 total additional shares and increased their ownership by an average of 3.63%. However 4 institutions sold 1,892,283 total shares and decreased their ownership by an average of 3.39%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Duke Energy Corporation decreased by a net total of -875,093 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc7.528%-0.865%58,023,990-506,3972023-12-31
Wellington Management Company LLP2.951%-1.156%22,743,946-266,0842023-12-31
Massachusetts Financial Services Company2.426%-3.031%18,699,484-584,4122023-12-31
Capital Research Global Investors1.445%4.788%11,141,020509,0392023-12-31
Franklin Resources Inc1.053%0.530%8,113,44342,7822023-12-31
Federated Hermes Inc0.748%-8.493%5,768,487-535,3902023-12-31
American Century Companies Inc0.716%8.343%5,519,743425,0472023-12-31
Amvescap Plc.0.614%0.859%4,736,22440,3222023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.120%0.077%70,298,24754,2452023-09-30
BlackRock Inc7.528%-0.865%58,023,990-506,3972023-12-31
State Street Corporation5.306%-3.773%40,898,931-1,603,6882023-09-30
Wellington Management Company LLP2.951%-1.156%22,743,946-266,0842023-12-31
Massachusetts Financial Services Company2.426%-3.031%18,699,484-584,4122023-12-31
Geode Capital Management, LLC1.969%2.087%15,173,875310,1692023-09-30
Capital Research Global Investors1.445%4.788%11,141,020509,0392023-12-31
Morgan Stanley - Brokerage Accounts1.358%4.932%10,468,016492,0112023-09-30
Royal Bank of Canada1.214%-2.876%9,358,014-277,0882023-09-30
Bank of America Corp1.071%11.388%8,254,044843,8812023-09-30
Franklin Resources Inc1.053%0.530%8,113,44342,7822023-12-31
Northern Trust Corp1.027%1.860%7,918,910144,6122023-09-30
Charles Schwab Investment Management Inc0.995%1.644%7,672,930124,1142023-09-30
T. Rowe Price Associates, Inc.0.983%541.829%7,566,4366,387,5502022-06-30
FMR Inc0.935%11.017%7,205,441715,0692023-09-30
Legal & General Group PLC0.903%-4.324%6,959,164-314,4942023-09-30
Neuberger Berman Group LLC0.826%18.994%6,367,9901,016,4772023-09-30
Federated Hermes Inc0.748%-8.493%5,768,487-535,3902023-12-31
Bank of New York Mellon Corp0.741%-3.688%5,711,982-218,7322023-09-30
American Century Companies Inc0.716%8.343%5,519,743425,0472023-12-31
Amvescap Plc.0.614%0.859%4,736,22440,3222023-12-31
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
Capital World Investors0.497%0.000%3,830,00002022-12-31
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 Total Stock Mkt Idx Inv is the biggest individual fund holder of Duke Energy Corporation (DUK), owning a total of 24.2 million shares. Combined, the top 26 mutual fund holders of DUK own 29.46% of the company with a total of 227.1 million shares.

In the latest ownership report on February 29th 2024, the top 26 fund holders increased their combined ownership of DUK by 459 thousand shares. 7 funds bought 614,469 total additional shares and increased their ownership by an average of 0.82%. However 4 funds sold 155,057 total shares and decreased their ownership by an average of 0.68%.

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 459,412 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.138%-0.211%24,183,949-51,2072024-02-29
Vanguard Institutional 500 Index Trust2.497%1.031%19,246,083196,4772024-02-29
Utilities Select Sector SPDR® ETF1.343%2.973%10,350,837298,7942024-02-29
SPDR® S&P 500 ETF Trust1.173%0.631%9,040,35256,6682024-02-29
iShares Core S&P 500 ETF1.040%0.304%8,018,27624,3272024-02-29
Vanguard Value Index Inv0.835%0.344%6,438,90222,0982024-02-29
Vanguard Institutional Index I0.659%-0.432%5,077,101-22,0482024-02-29
Vanguard Utilities ETF0.606%-0.408%4,669,110-19,1232024-02-29
State St S&P 500® Indx SL Cl III0.484%0.401%3,730,00814,9002024-02-29
iShares MSCI USA Min Vol Factor ETF0.483%-1.656%3,721,515-62,6792024-02-29
Vanguard High Dividend Yield ETF0.446%0.035%3,437,3641,2052024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.138%-0.211%24,183,949-51,2072024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.094%1.853%23,846,351433,8692023-03-31
Vanguard Institutional 500 Index Trust2.497%1.031%19,246,083196,4772024-02-29
Vanguard 500 Index Investor2.409%0.522%18,563,31596,3832023-08-31
MFS Large Cap Value (SMA)1.489%37,019,700.000%11,476,13311,476,1022023-06-30
MFS Large Cap Value Equity1.390%-4.093%10,715,799-457,2942023-12-31
Vanguard Wellington™ Inv1.390%0.000%10,710,93702023-12-31
MFS Value A1.374%-1.169%10,590,503-125,2962024-01-31
Utilities Select Sector SPDR® ETF1.343%2.973%10,350,837298,7942024-02-29
Fidelity 500 Index1.187%1.034%9,150,47993,6472024-01-31
SPDR® S&P 500 ETF Trust1.173%0.631%9,040,35256,6682024-02-29
Fidelity® 500 Index1.165%0.641%8,980,91257,1582023-11-30
iShares Core S&P 500 ETF1.040%0.304%8,018,27624,3272024-02-29
Vanguard Value Index Inv0.835%0.344%6,438,90222,0982024-02-29
Vanguard Institutional Index I0.659%-0.432%5,077,101-22,0482024-02-29
Vanguard Utilities ETF0.606%-0.408%4,669,110-19,1232024-02-29
Neuberger Berman Large Cap Value Inv0.577%-0.467%4,446,432-20,8712023-12-31
American Funds Capital Income Bldr A0.530%7.639%4,083,274289,8002023-12-31
Franklin Income A10.519%14.286%4,000,000500,0002024-01-31
State St S&P 500® Indx SL Cl III0.484%0.401%3,730,00814,9002024-02-29
iShares MSCI USA Min Vol Factor ETF0.483%-1.656%3,721,515-62,6792024-02-29
Vanguard High Dividend Yield ETF0.446%0.035%3,437,3641,2052024-02-29
Federated Hermes Strategic Val Dividend0.430%-7.489%3,310,829-268,0002023-12-31
Federated Hermes Strategic Value Div IS0.430%-7.489%3,310,829-268,0002023-12-31
American Funds Income Fund of Amer A0.400%13.522%3,080,957366,9922023-09-30
Franklin Utilities A10.377%0.000%2,900,00002022-11-30

Discussions

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bullorbear

$DUK we always finish green after a red week. Less go!

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wsb_pro

$DUK buy and hold and get rewarded

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4texin

$DUK see you on the moon

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rikishiiiii

$DUK Chill out and chill some more. It's all temporary.

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mezzymez2

$DUK when this finally break out we could see huge upside

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