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Get Institutions for : 
Duke Energy Corp (DUK)  
$99.03 0.07 (0.07%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1802    5
Total shares held : 
502,176,039  
% of shares held : 
68.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -127  
Amount of shares held : 
5,017,742  
% of shares held change : 
  0.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$85.44  
Last Quarter's Ending Price : 
$97.04  
Last Quarter's Average Price
$90.95  
Change from last quarter's     
avg. price to the last closing  : 
8.08 (8.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
95
 1,327,610
 0.26%
 
Increased Positions :
646
 22,048,941
 4.39%
 
Unchanged Positions :
293
 7,810,273
 1.56%
 
Decreased Positions :
768
-14,116,909
-2.81%
 
Closed Positions :
100
-4,241,900
-0.84%
 
Guru Positions :
3
10,637
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 117 - 2023-12-31 70,351,413 $6,826,901,000 53,166
   BLACKROCK INC. 112 - 2023-12-31 58,023,990 $5,630,648,000 -506,397
   STATE STREET CORP 103 - 2023-12-31 41,695,621 $4,046,143,000 796,690
   WELLINGTON MANAGEMENT CO LLP 55 - 2023-12-31 22,743,946 $2,207,073,000 -266,084
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 45 - 2023-12-31 18,699,484 $1,814,598,000 -584,412
   GEODE CAPITAL MANAGEMENT LLC 113 - 2023-12-31 15,434,198 $1,494,794,000 260,323
   FMR LLC 208 - 2023-12-31 11,281,950 $1,094,800,000 4,076,509
   CAPITAL RESEARCH GLOBAL INVESTORS 86 - 2023-12-31 11,141,020 $1,081,125,000 509,039
   MORGAN STANLEY 209 - 2023-12-31 10,385,375 $1,007,797,000 -82,641
   ROYAL BANK OF CANADA 94 - 2023-12-31 8,890,696 $862,539,000 -467,318
   BANK OF AMERICA CORP /DE/ 226 - 2023-12-31 8,454,751 $820,449,000 200,707
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 91 - 2023-12-31 8,515,388 $799,599,000 842,458
   FRANKLIN RESOURCES INC 61 - 2023-12-31 8,113,443 $787,328,000 42,782
   LEGAL & GENERAL GROUP PLC 104 - 2023-12-31 8,030,239 $779,256,000 1,071,075
   NORTHERN TRUST CORP 140 - 2023-12-31 7,671,641 $744,456,000 -247,269
   NEUBERGER BERMAN GROUP LLC 32 - 2023-12-31 6,492,677 $630,003,000 124,687
   FEDERATED INVESTORS INC /PA/ 4 - 2023-12-31 5,768,487 $559,774,000 -535,390
   BANK OF NEW YORK MELLON CORP 171 - 2023-12-31 5,521,944 $535,849,000 -190,038
   AMERICAN CENTURY COMPANIES INC 35 - 2023-12-31 5,519,743 $535,636,000 425,047
   INVESCO LTD 235 - 2023-12-31 4,736,224 $459,603,000 40,322
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 56 - 2023-12-31 4,660,977 $452,301,000 -51,619
   MACQUARIE GROUP LTD 26 - 2023-12-31 4,349,708 $422,096,000 3,505,451
   WELLS FARGO & CO/MN 184 - 2023-12-31 3,954,331 $383,728,000 180,393
   MITSUBISHI UFJ TRUST & BANKING CORP 10 - 2023-12-31 3,884,649 $377,063,000 -290,303
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 55 - 2023-12-31 3,569,308 $346,366,000 0
   J P MORGAN CHASE & CO 445 - 2023-12-31 3,203,053 $310,824,000 -40,738
   GOLDMAN SACHS GROUP INC/ 304 - 2023-12-31 3,148,959 $305,575,000 -872,277
   BARCLAYS PLC 137 - 2023-12-31 3,006,373 $291,739,000 1,547,868
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 188 - 2023-12-31 2,935,614 $284,872,000 241,621
   NUVEEN ASSET MANAGEMENT, LLC 192 - 2023-12-31 2,766,686 $272,815,000 619,525
   Swiss National Bank 104 - 2023-12-31 2,409,941 $233,861,000 -68,800
   ENVESTNET ASSET MANAGEMENT INC 201 - 2023-12-31 2,351,533 $228,193,000 84,227
   Ensign Peak Advisors Inc 55 - 2023-12-31 2,249,601 $218,301,000 -417,755
   UBS Group AG 249 - 2023-12-31 2,054,765 $199,394,000 -72,158
   Capital Wealth Planning LLC 21 - 2023-12-31 1,942,060 $188,457,000 -344,355
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 163 - 2024-03-31 1,938,431 $187,466,000 -22,091
   CULLEN CAPITAL MANAGEMENT LLC 4 - 2023-12-31 1,900,591 $184,433,000 -659,016
   RAYMOND JAMES & ASSOCIATES 135 - 2023-12-31 1,888,553 $183,265,000 139,235
   FIRST TRUST ADVISORS LP 157 - 2023-12-31 1,876,929 $182,137,000 -252,850
   AMUNDI 274 - 2023-12-31 1,749,220 $173,330,000 180,852
   DIMENSIONAL FUND ADVISORS INC 567 - 2023-12-31 1,566,508 $152,013,000 25,405
   LPL FINANCIAL CORP 190 - 2023-12-31 1,561,954 $151,572,000 68,873
   National Pension Service 110 - 2023-12-31 1,521,555 $147,652,000 43,205
   BANK OF MONTREAL /CAN/ 206 - 2023-12-31 1,503,299 $146,376,000 223,851
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 17 - 2023-12-31 1,450,083 $140,716,000 23,175
   APG ALL PENSIONS GROUP 90 - 2023-12-31 1,582,651 $139,031,000 96,636
   BESSEMER GROUP INC 106 - 2023-12-31 1,418,895 $137,690,000 -7
   RHUMBLINE ADVISERS 122 - 2023-12-31 1,386,169 $134,516,000 -6,258
   CANADA PENSION PLAN INVESTMENT BOARD 147 - 2023-12-31 1,293,661 $125,537,000 -103,000
   TWO SIGMA INVESTMENTS LLC 84 - 2023-12-31 1,232,367 $119,589,000 -529,895
   AMERIPRISE FINANCIAL INC 460 - 2023-12-31 1,213,558 $117,949,000 -35,326
   PRICE T ROWE ASSOCIATES INC /MD/ 514 - 2023-12-31 1,187,181 $115,205,000 23,213
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 86 - 2023-12-31 1,142,669 $110,885,000 1,046,769
   ROTHSCHILD ASSET MANAGEMENT INC 12 - 2022-12-31 1,038,955 $107,002,000 78,135
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 123 - 2023-12-31 1,099,391 $106,685,000 -36,598
   HSBC HOLDINGS PLC 209 - 2023-12-31 1,090,159 $105,617,000 84,584
   NORDEA INVESTMENT MANAGEMENT AB 181 - 2023-12-31 1,044,174 $101,348,000 739,112
   Empower Advisory Group LLC 57 - 2023-12-31 1,017,307 $98,719,000 -16,177
   WAYNE HUMMER ASSET MANAGEMENT CO 27 - 2023-12-31 1,000,884 $97,126,000 -276,658
   MARINER WEALTH ADVISORS, LLC 92 - 2023-12-31 984,819 $95,567,000 -9,965
   Maple-Brown Abbott Ltd 7 - 2024-03-31 973,160 $94,114,000 -21,500
   MANUFACTURERES LIFE INSURANCE CO 215 - 2023-12-31 955,608 $92,732,000 -94,496
   NEW YORK STATE COMMON RETIREMENT FUND 151 - 2023-12-31 923,962 $89,661,000 -90,777
   PRINCIPAL FINANCIAL GROUP INC 274 - 2023-12-31 920,256 $89,302,000 -3,710
   THRIVENT FINANCIAL FOR LUTHERANS 145 - 2023-12-31 899,130 $87,251,000 -123,420
   Russell Investments Group Ltd. 140 - 2023-12-31 891,634 $86,524,000 13,668
   BB&T CORP 148 - 2023-12-31 889,657 $86,332,000 -83,366
   ALLIANCEBERNSTEIN L.P. 447 - 2023-12-31 887,107 $86,085,000 -193,789
   Personal Capital Advisors Corp 57 - 2022-12-31 805,157 $82,923,000 24,052
   CREDIT SUISSE/ 249 - 2023-12-31 837,411 $81,262,000 -13,301
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 117 - 2023-12-31 835,043 $81,033,000 30,200
   VICTORY CAPITAL MANAGEMENT INC 291 - 2023-12-31 823,334 $79,896,000 -182,770
   DEUTSCHE BANK AG 397 - 2023-12-31 820,553 $79,626,000 4,894
   MORNINGSTAR INVESTMENT SERVICES, INC. 61 - 2023-12-31 789,612 $76,529,000 387,038
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 140 - 2023-12-31 770,507 $76,111,000 53,515
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 163 - 2023-12-31 780,505 $75,740,000 5,151
   Gibson Wealth Advisors LLC 10 - 2022-12-31 786,500 $75,680,000 776,000
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 758,872 $73,641,000 -6,023
   STIFEL FINANCIAL CORP 221 - 2023-12-31 740,878 $71,895,000 -4,854
   TWO SIGMA ADVISERS, LLC 127 - 2023-12-31 733,100 $71,140,000 178,900
   AQR CAPITAL MANAGEMENT LLC 195 - 2023-12-31 700,284 $67,612,000 54,666
   REAVES W H & CO INC 15 - 2023-12-31 695,257 $67,468,000 -221,178
   Advisor Group Holdings Inc. 168 - 2023-12-31 690,364 $67,044,000 -249,140
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 60 - 2023-12-31 678,106 $65,803,000 5,156
   Penserra Capital Management LLC 22 - 2023-12-31 651,004 $63,173,000 -323,767
   BNP PARIBAS ARBITRAGE SA 198 - 2023-12-31 635,919 $61,710,000 289,748
   NATIXIS ASSET MANAGEMENT ADVISORS LP 146 - 2023-12-31 633,192 $61,444,000 44,772
   JANNEY MONTGOMERY SCOTT LLC 109 - 2023-12-31 624,458 $60,598,000 17,525
   BARTLETT & CO. WEALTH MANAGEMENT LLC 32 - 2023-12-31 614,957 $59,601,000 5,425
   BARTLETT & CO. LLC 32 - 2023-12-31 614,957 $59,599,000 5,425
   CAPTRUST FINANCIAL ADVISORS 105 - 2023-12-31 597,391 $57,971,000 168,203
   PRUDENTIAL FINANCIAL INC 206 - 2023-12-31 603,815 $57,933,000 -104,310
   PNC FINANCIAL SERVICES GROUP INC 242 - 2023-12-31 575,691 $55,865,000 -2,969
   Baird Financial Group Inc. 188 - 2023-12-31 569,441 $55,259,000 1,119
   OLD REPUBLIC INTERNATIONAL CORP 20 - 2023-12-31 560,731 $54,413,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 196 - 2023-12-31 558,229 $54,171,000 14,458
   SEI INVESTMENTS CO 249 - 2023-12-31 547,406 $53,120,000 75,958
   CITIGROUP INC 298 - 2023-12-31 529,561 $51,389,000 -294,478
   HIGHTOWER ADVISORS, LLC 237 - 2023-12-31 529,521 $51,383,000 -16,880
   EPOCH INVESTMENT PARTNERS INC. 161 - 2023-12-31 523,696 $50,819,000 -18,061

  100 Records found
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