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Get Institutions for : 
Duke Energy Corp (DUK)  
$100.42 0.16 (0.16%) as of 4:30 Mon 5/6


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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  : 
9.47 (10.41%)  




 
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
   STATE STREET CORP 103 - 2023-12-31 41,695,621 $4,046,143,000 796,690
   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
   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
   NEUBERGER BERMAN GROUP LLC 32 - 2023-12-31 6,492,677 $630,003,000 124,687
   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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 201 - 2023-12-31 2,351,533 $228,193,000 84,227
   RAYMOND JAMES & ASSOCIATES 144 - 2024-03-31 1,924,229 $186,092,000 35,676
   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
   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
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 1,096,960 $106,087,000 273,626
   HSBC HOLDINGS PLC 209 - 2023-12-31 1,090,159 $105,617,000 84,584
   Empower Advisory Group LLC 53 - 2024-03-31 1,089,812 $105,396,000 72,505
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 935,091 $90,433,000 14,835
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 915,875 $88,574,000 279,956
   Russell Investments Group Ltd. 140 - 2023-12-31 891,634 $86,524,000 13,668
   Assenagon Asset Management S.A. 76 - 2024-03-31 882,552 $85,352,000 861,854
   Personal Capital Advisors Corp 57 - 2022-12-31 805,157 $82,923,000 24,052
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 117 - 2023-12-31 835,043 $81,033,000 30,200
   DEUTSCHE BANK AG 397 - 2023-12-31 820,553 $79,626,000 4,894
   CINCINNATI INSURANCE CO - 2024-03-31 794,816 $76,867,000 271,216
   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
   Gibson Wealth Advisors LLC 10 - 2022-12-31 786,500 $75,680,000 776,000
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 153 - 2024-03-31 660,550 $63,882,000 27,358
   JANNEY MONTGOMERY SCOTT LLC 111 - 2024-03-31 628,293 $60,762,000 3,835
   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
   Baird Financial Group Inc. 188 - 2023-12-31 569,441 $55,259,000 1,119
   SEI INVESTMENTS CO 249 - 2023-12-31 547,406 $53,120,000 75,958
   MACKENZIE FINANCIAL CORP 210 - 2023-12-31 523,387 $50,789,000 77,770
   KOREA INVESTMENT CORP 168 - 2023-12-31 523,339 $50,785,000 52,672
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 189 - 2024-03-31 435,157 $42,084,000 13,406
   STATE OF WISCONSIN INVESTMENT BOARD 146 - 2023-12-31 412,761 $40,054,000 2,709
   VAUGHAN DAVID INVESTMENTS INC/IL 42 - 2023-12-31 391,725 $38,013,000 25,196
   CRAWFORD INVESTMENT COUNSEL INC 43 - 2023-12-31 369,191 $35,826,000 8,758
   NATIONAL BANK OF CANADA /FI/ 256 - 2023-12-31 351,469 $34,505,000 19,613
   State of Tennessee Treasury Department 149 - 2023-12-31 351,668 $34,126,000 75,386
   Treasurer of the State of North Carolina 118 - 2023-12-31 342,235 $33,210,000 3,350
   MAGELLAN ASSET MANAGEMENT LTD 38 - 2023-12-31 335,217 $32,529,000 5,569
   TD ASSET MANAGEMENT INC 374 - 2023-12-31 322,911 $31,335,000 32,273
   Standard Life Aberdeen plc 288 - 2023-12-31 317,461 $30,806,000 133,527
   ADVISORS CAPITAL MANAGEMENT LLC 48 - 2023-12-31 312,715 $30,346,000 5,427
   FIFTH THIRD BANCORP 156 - 2024-03-31 300,383 $29,050,000 1,360
   COMERICA BANK 141 - 2023-12-31 295,912 $28,715,000 10,590
   MML INVESTORS SERVICES LLC 178 - 2023-12-31 290,389 $28,179,000 38,795
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 303 - 2024-03-31 295,187 $28,063,000 42,181
   COHEN & STEERS INC 71 - 2023-12-31 277,184 $26,898,000 5,683
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2024-03-31 268,628 $25,979,000 5,504
   PINEBRIDGE INVESTMENTS LTD 106 - 2023-12-31 263,881 $25,607,000 168,621
   NOMURA ASSET MANAGEMENT CO LTD 219 - 2023-12-31 261,931 $25,418,000 2,662
   IFM Investors Pty Ltd 68 - 2024-03-31 258,224 $24,973,000 2,249
   JANE STREET GROUP LLC 449 - 2023-12-31 255,875 $24,830,000 20,949
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 88 - 2023-12-31 252,058 $24,460,000 36,000
   HUDSON BAY CAPITAL MANAGEMENT LP 57 - 2023-12-31 247,689 $24,036,000 71,990
   FINANCIAL NETWORK 154 - 2023-12-31 242,640 $23,546,000 16,872
   Clarity Financial LLC 8 - 2024-03-31 237,832 $23,001,000 12,971
   DEPRINCE RACE & ZOLLO INC 96 - 2023-12-31 232,398 $22,552,000 46,139
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 232 - 2024-03-31 232,932 $22,527,000 27,866
   HPM Partners LLC - 2023-12-31 231,690 $22,484,000 21,773
   Illinois Municipal Retirement Fund 47 - 2023-12-31 224,828 $21,817,000 48,132
   ING GROEP NV 116 - 2023-12-31 224,609 $21,796,000 106,434
   DAVENPORT & CO LLC - 2024-03-31 224,709 $21,730,000 6,971
   CITADEL ADVISORS LLC 796 - 2023-12-31 218,763 $21,229,000 197,779
   STATE TREASURER STATE OF MICHIGAN 149 - 2024-03-31 211,236 $20,429,000 200
   TNB FINANCIAL 20 - 2024-03-31 210,502 $20,358,000 9,657
   GUGGENHEIM CAPITAL LLC 128 - 2023-12-31 208,901 $20,272,000 2,729
   DEKABANK DEUTSCHE GIROZENTRALE 321 - 2024-03-31 207,862 $19,916,000 27,693
   GODSEY & GIBB ASSOCIATES 23 - 2024-03-31 198,367 $19,184,000 6,254
   TEACHER RETIREMENT SYSTEM OF TEXAS 186 - 2023-12-31 197,419 $19,158,000 38,245
   VAN ECK ASSOCIATES CORP 288 - 2024-03-31 194,326 $18,793,000 5,478
   Dai-Ichi Life Insurance Company Ltd 58 - 2023-12-31 191,474 $18,581,000 15,842
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 288 - 2023-09-30 203,729 $17,981,000 203,729
   OPPENHEIMER ASSET MANAGEMENT INC 99 - 2023-12-31 179,789 $17,447,000 10,955
   Envestnet Portfolio Solutions Inc. 140 - 2023-12-31 178,544 $17,326,000 9,473
   DAVIDSON D A & CO 101 - 2023-12-31 177,895 $17,263,000 21,130
   NorthCrest Asset Manangement LLC 53 - 2024-03-31 171,865 $16,621,000 937
   BANK OF NOVA SCOTIA / 315 - 2023-12-31 171,096 $16,603,000 82,163

  100 Records found
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