DUKE ENERGY CORP NEW (DUK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,372
Reporting holders
$69.3B
Reported value
69.4%
Of shares outstanding
1.3%
Held as options
+11
Holder change
Institutions report 540,691,194 shares against 779,596,217 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-04-30).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.9B | 70,543,988 | 0.13% | 8q | +1.8%+$154.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.4B | 50,837,658 | 0.14% | 2q | +0.6%+$39.4M |
| STATE STREET CORP | $5.7B | 44,953,588 | 0.17% | 31q | +0.9%+$53.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.6B | 20,367,382 | 0.14% | 31q | +1.6%+$40.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 20,366,327 | 0.12% | 2q | +1.4%+$36.4M |
| MORGAN STANLEY | $1.7B | 13,107,459 | 0.09% | 35q | +3.4%+$54.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6B | 12,742,489 | 0.52% | 31q | -11.5%-$210.3M |
| FRANKLIN RESOURCES INC | $1.3B | 10,537,072 | 0.29% | 31q | +1.6%+$21.1M |
| FMR LLC | $1.2B | 9,703,239 | 0.05% | 31q | -9.8%-$132.8M |
| PeakShares LLC | $1.2B | 9,467 | 0.89% | 3q | +2.9%+$33.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 9,226,192 | 0.16% | 31q | +1.3%+$15.4M |
| Sixth Street Partners Management Company, L.P. | $1.2B | 9,226,192 | 0.16% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.1B | 8,867,628 | 0.07% | 31q | -5.1%-$60.9M |
| ROYAL BANK OF CANADA | $925.8M | 7,296,529 | 0.14% | 31q | -7.6%-$75.7M |
| NORTHERN TRUST CORP | $916.9M | 7,243,531 | 0.11% | 31q | -1.6%-$15.0M |
| Nuveen, LLC | $826.9M | 6,532,464 | 0.20% | 6q | +1.5%+$12.0M |
| GQG Partners LLC | $823.2M | 6,503,039 | 1.53% | 10q | -16.7%-$164.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $790.3M | 6,243,806 | 0.14% | 31q | -5.6%-$47.3M |
| Legal & General Group Plc | $754.2M | 5,958,441 | 0.16% | 31q | -3.5%-$27.4M |
| GOLDMAN SACHS GROUP INC | $710.6M | 5,613,909 | 0.06% | 31q | +4.7%+$31.9M |
| Bank of New York Mellon Corp | $605.7M | 4,784,956 | 0.10% | 31q | -2.6%-$15.9M |
| Invesco Ltd. | $600.4M | 4,742,913 | 0.05% | 31q | -1.8%-$11.0M |
| Capital Research Global Investors | $569.5M | 4,499,424 | 0.08% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $565.8M | 4,470,007 | 0.15% | 7q | -6.6%-$40.1M |
| VANGUARD FIDUCIARY TRUST CO | $553.8M | 4,374,832 | 0.12% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $506.5M | 4,001,270 | 0.09% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $500.8M | 3,956,407 | 0.08% | 31q | -49.1%-$483.0M |
| FEDERATED HERMES, INC. | $483.1M | 3,816,303 | 0.69% | 31q | HELD |
| UBS Group AG | $480.7M | 2,939,189 | 0.06% | 31q | +7.0%+$31.4M |
| AMERICAN CENTURY COMPANIES INC | $467.1M | 3,689,898 | 0.21% | 31q | +12.1%+$50.4M |
| JPMORGAN CHASE & CO | $466.3M | 3,633,938 | 0.03% | 31q | -10.0%-$51.7M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $451.8M | 3,569,308 | 0.31% | 31q | HELD |
| CITADEL ADVISORS LLC | $368.7M | 2,014,703 | 0.04% | 31q | -19.4%-$88.6M |
| Jupiter Topco LLC | $363.5M | 2,871,434 | 0.15% | new | FIRST |
| Capital Wealth Planning, LLC | $362.7M | 2,865,666 | 1.81% | 31q | +4.6%+$15.8M |
| Mitsubishi UFJ Trust & Banking Corp | $342.9M | 2,708,961 | 0.75% | 31q | +1.7%+$5.7M |
| LPL Financial LLC | $324.5M | 2,563,597 | 0.07% | 31q | +3.3%+$10.4M |
| ENVESTNET ASSET MANAGEMENT INC | $324.0M | 2,559,645 | 0.08% | 31q | -2.4%-$7.9M |
| MACKENZIE FINANCIAL CORP | $318.4M | 2,515,500 | 0.32% | 31q | -6.8%-$23.1M |
| Amundi | $312.5M | 2,468,776 | 0.08% | 21q | +26.9%+$66.2M |
| DEUTSCHE BANK AG\ | $282.0M | 2,227,946 | 0.08% | 34q | +23.8%+$54.3M |
| Swiss National Bank | $277.8M | 2,194,741 | 0.15% | 31q | -3.8%-$11.1M |
| DIMENSIONAL FUND ADVISORS LP | $271.7M | 2,146,529 | 0.05% | 31q | +2.6%+$6.9M |
| National Pension Service | $268.9M | 2,124,004 | 0.17% | 31q | +1.8%+$4.7M |
| Assenagon Asset Management S.A. | $267.6M | 2,113,844 | 0.17% | 21q | +136.4%+$154.4M |
| BARCLAYS PLC | $260.1M | 2,055,125 | 0.05% | 31q | -22.0%-$73.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254.8M | 61,148 | 0.02% | 31q | -71.5%-$640.3M |
| FIRST TRUST ADVISORS LP | $250.9M | 1,982,053 | 0.15% | 31q | +157.9%+$153.6M |
| Caisse de depot et placement du Quebec | $246.7M | 1,949,212 | 0.35% | 15q | +23.0%+$46.1M |
| Cullen Capital Management, LLC | $244.7M | 1,933,412 | 2.41% | 31q | +0.6%+$1.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $244.5M | 1,931,704 | 0.14% | 31q | +9.3%+$20.7M |
| CITIGROUP INC | $240.7M | 1,841,739 | 0.08% | 31q | +97.2%+$118.7M |
| JONES FINANCIAL COMPANIES LLLP | $223.7M | 1,743,676 | 0.09% | 31q | +8.3%+$17.1M |
| Vanguard Global Advisers, LLC | $222.7M | 1,758,975 | 0.10% | 2q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $222.4M | 1,756,974 | 0.13% | 31q | HELD |
| JANE STREET GROUP, LLC | $221.7M | 36,717 | 0.02% | 31q | -94.8%-$4.1B |
| BANK OF MONTREAL /CAN/ | $215.8M | 1,705,120 | 0.07% | 31q | +13.8%+$26.3M |
| HSBC HOLDINGS PLC | $211.3M | 1,666,269 | 0.09% | 31q | +16.0%+$29.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $210.1M | 1,659,717 | 0.14% | 2q | +13.7%+$25.3M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $204.4M | 1,614,568 | 0.96% | 16q | -10.0%-$22.7M |
| California Public Employees Retirement System | $195.7M | 1,546,087 | 0.11% | 31q | -17.9%-$42.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $181.4M | 1,435,217 | 0.16% | 31q | -22.0%-$51.2M |
| Ensign Peak Advisors, Inc | $180.8M | 1,428,587 | 0.30% | 27q | -50.1%-$181.2M |
| Empower Advisory Group, LLC | $178.1M | 1,406,743 | 0.42% | 14q | +3.5%+$6.1M |
| Russell Investments Group, Ltd. | $171.3M | 1,353,044 | 0.15% | 31q | -1.0%-$1.8M |
| BNP PARIBAS FINANCIAL MARKETS | $162.5M | 1,201,829 | 0.06% | 31q | -4.0%-$6.8M |
| Sarasin & Partners LLP | $162.4M | 1,283,213 | 1.90% | 2q | +15.3%+$21.6M |
| RHUMBLINE ADVISERS | $162.4M | 1,282,896 | 0.12% | 31q | +0.8%+$1.2M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $157.0M | 1,240,257 | 0.76% | 31q | -10.2%-$17.7M |
| Focus Partners Wealth | $146.2M | 1,154,784 | 0.15% | 11q | +0.6%+$883.2K |
| PRUDENTIAL FINANCIAL INC | $146.2M | 1,154,750 | 0.16% | 34q | +166.4%+$91.3M |
| Energy Income Partners, LLC | $141.8M | 1,120,607 | 2.23% | 31q | +7.9%+$10.4M |
| AMERIPRISE FINANCIAL INC | $137.5M | 1,086,964 | 0.03% | 31q | -44.3%-$109.4M |
| Mariner, LLC | $133.9M | 1,057,875 | 0.14% | 31q | -5.9%-$8.4M |
| PRINCIPAL FINANCIAL GROUP INC | $129.5M | 1,022,750 | 0.06% | 31q | -0.6%-$786.1K |
| ALLIANCEBERNSTEIN L.P. | $113.3M | 865,066 | 0.04% | 31q | +0.8%+$915.5K |
| GREAT LAKES ADVISORS, LLC | $112.2M | 886,332 | 0.85% | 14q | +3.6%+$3.9M |
| Quantinno Capital Management LP | $110.0M | 868,816 | 0.13% | 17q | +46.5%+$34.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $108.9M | 860,532 | 0.25% | 23q | +115.4%+$58.3M |
| STIFEL FINANCIAL CORP | $105.4M | 832,564 | 0.09% | 31q | +3.0%+$3.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $103.9M | 820,813 | 0.08% | 31q | -5.7%-$6.3M |
| ANTIPODES PARTNERS Ltd | $103.0M | 813,926 | 1.89% | 4q | +4.7%+$4.6M |
| VICTORY CAPITAL MANAGEMENT INC | $102.5M | 809,490 | 0.06% | 31q | +3.7%+$3.7M |
| CINCINNATI INSURANCE CO | $100.6M | 794,816 | 1.45% | 31q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $99.7M | 787,354 | 0.15% | 3q | -3.7%-$3.8M |
| Vanguard Investments Australia, Ltd. | $98.4M | 777,179 | 0.25% | 2q | +2.8%+$2.7M |
| Qube Research & Technologies Ltd | $97.6M | 744,129 | 0.09% | 14q | +1963.0%+$92.9M |
| Baird Financial Group, Inc. | $95.4M | 753,875 | 0.13% | 31q | +6.7%+$6.0M |
| Clark Capital Management Group, Inc. | $95.2M | 752,101 | 0.52% | 17q | +1.2%+$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $93.6M | 739,550 | 0.13% | 8q | +26312.5%+$93.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $93.2M | 736,492 | 0.05% | 31q | -45.3%-$77.2M |
| FIFTH THIRD BANCORP | $92.6M | 731,800 | 0.15% | 31q | +0.8%+$749.1K |
| Squarepoint Ops LLC | $92.2M | 553,673 | 0.10% | 30q | +116.9%+$49.7M |
| TRUIST FINANCIAL CORP | $91.6M | 723,390 | 0.11% | 31q | HELD |
| HighTower Advisors, LLC | $90.9M | 718,065 | 0.09% | 31q | -5.5%-$5.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $90.8M | 716,976 | 0.11% | 31q | -4.2%-$4.0M |
| Cetera Investment Advisers | $88.7M | 701,076 | 0.08% | 31q | +1.7%+$1.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $83.4M | 658,509 | 0.14% | 31q | -2.0%-$1.7M |
| FIL Ltd | $81.9M | 647,251 | 0.06% | 9q | -11.5%-$10.7M |
| Corient Private Wealth LP | $81.4M | 642,933 | 0.05% | 15q | +116.8%+$43.9M |
Showing the largest 100 of 2,483 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,372 | $69.3B | 540,691,194 | 139 | 968 | 667 | 1.3% |
| Q1 2026 | 2,361 | $70.7B | 533,125,777 | 194 | 886 | 712 | 1.3% |
| Q4 2025 | 2,273 | $62.5B | 525,580,840 | 103 | 839 | 697 | 1.4% |
| Q3 2025 | 2,209 | $65.9B | 523,904,082 | 155 | 855 | 623 | 1.7% |
| Q2 2025 | 2,129 | $62.9B | 524,087,024 | 123 | 834 | 624 | 1.6% |
| Q1 2025 | 2,112 | $64.1B | 514,723,188 | 197 | 758 | 649 | 2.0% |
| Q4 2024 | 2,033 | $54.6B | 499,066,509 | 93 | 726 | 600 | 1.5% |
| Q3 2024 | 1,903 | $58.1B | 494,436,124 | 157 | 640 | 666 | 1.9% |
| Q2 2024 | 1,797 | $49.7B | 487,944,769 | 132 | 635 | 613 | 1.6% |
| Q1 2024 | 1,739 | $49.8B | 507,178,428 | 106 | 630 | 618 | 1.7% |
| Q4 2023 | 1,732 | $49.1B | 498,869,212 | 120 | 523 | 667 | 1.5% |
| Q3 2023 | 1,596 | $43.0B | 480,693,567 | 73 | 598 | 536 | 1.4% |
| Q2 2023 | 1,580 | $42.8B | 471,457,173 | 66 | 599 | 542 | 1.2% |
| Q1 2023 | 1,577 | $46.2B | 471,735,111 | 102 | 633 | 493 | 1.5% |
| Q4 2022 | 1,470 | $46.1B | 441,162,982 | 97 | 552 | 435 | 1.5% |
| Q3 2022 | 1,747 | $46.1B | 488,570,512 | 79 | 690 | 506 | 1.3% |
| Q2 2022 | 1,802 | $53.0B | 488,110,414 | 79 | 711 | 544 | 1.3% |
| Q1 2022 | 1,841 | $54.3B | 481,463,205 | 128 | 731 | 530 | 1.1% |
| Q4 2021 | 1,785 | $51.7B | 484,653,690 | 112 | 661 | 525 | 1.8% |
| Q3 2021 | 1,631 | $47.3B | 477,450,735 | 69 | 658 | 488 | 1.5% |
| Q2 2021 | 1,650 | $48.1B | 482,316,632 | 83 | 643 | 513 | 1.2% |
| Q1 2021 | 1,639 | $47.1B | 483,443,290 | 104 | 637 | 557 | 1.1% |
| Q4 2020 | 1,629 | $44.1B | 474,569,653 | 106 | 552 | 560 | 1.4% |
| Q3 2020 | 1,515 | $42.1B | 468,443,438 | 104 | 523 | 564 | 1.6% |
| Q2 2020 | 1,509 | $38.1B | 470,720,363 | 110 | 540 | 537 | 1.3% |
| Q1 2020 | 1,492 | $38.9B | 475,115,089 | 86 | 549 | 565 | 1.3% |
| Q4 2019 | 1,544 | $44.4B | 480,225,042 | 74 | 571 | 438 | 1.4% |
| Q3 2019 | 1,444 | $43.1B | 442,668,970 | 88 | 549 | 461 | 1.5% |
| Q2 2019 | 1,421 | $39.5B | 439,649,113 | 71 | 528 | 460 | 1.7% |
| Q1 2019 | 1,448 | $40.4B | 440,392,092 | 113 | 496 | 477 | 1.9% |
| Q4 2018 | 1,384 | $39.9B | 453,987,994 | 12 | 22 | 22 | 1.8% |