Who owns Duke Energy (DUK)?
135 holders named in SEC filings declare between 42.6% and 62.0% of Duke Energy's shares outstanding, as of Jun 30, 2026. The largest are Vanguard (10.2%), BlackRock (9.0%) and State Street (5.8%); the five largest hold 29.3% together. Another 2,347 institutions hold small positions worth 7.8%. At least 30.2% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 2.8% and sold 2.4% of the shares, a net purchase of 0.34%; 128 opened a position, 1,103 added, 792 reduced and 123 sold out. Biggest buyers: BlackRock (+1.2M shares) and FIRST TRUST ADVISORS LP (+1.2M shares). Biggest sellers: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (-1.6M) and GQG Partners LLC (-1.3M). Over time, 2,460 managers declared Duke Energy in their 13F for Q2 2026, against 1,497 for Q4 2019: together at most 69.8% of the shares outstanding, against 63.1%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 10.2% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 9.0% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 5.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 1.7% | Jun 30, 2026 | Q4 2019 or earlier |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13F | 1.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Franklin Templeton | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 1.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| ROYAL BANK OF CANADA | 13F | 0.94% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.93% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 0.89% | Jun 30, 2026 | Q4 2019 or earlier |
| Nuveen | 13F | 0.84% | Jun 30, 2026 | Q4 2019 or earlier |
| GQG Partners LLC | 13F | 0.83% | Jun 30, 2026 | Q1 2024 |
| Wellington | 13F | 0.80% | Jun 30, 2026 | Q4 2019 or earlier |
| Legal & General | 13F | 0.76% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 0.72% | Jun 30, 2026 | Q4 2019 or earlier |
| BNY | 13F | 0.61% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 0.61% | Jun 30, 2026 | Q4 2019 or earlier |
| Capital Group | 13F | 0.58% | Jun 30, 2026 | Q4 2019 or earlier |
| RAYMOND JAMES FINANCIAL INC | 13F | 0.57% | Jun 30, 2026 | Q4 2024 |
| WELLS FARGO & COMPANY/MN | 13F | 0.51% | Jun 30, 2026 | Q4 2019 or earlier |
| FEDERATED HERMES, INC. | 13F | 0.49% | Jun 30, 2026 | Q4 2019 or earlier |
| American Century Companies, Inc. | 13F | 0.47% | Jun 30, 2026 | Q4 2019 or earlier |
Duke Energy institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 1,497 | 63.1% | $42.3B | 51.4% |
| Q4 2020 | 1,589 | 63.8% | $42.9B | 52.9% |
| Q4 2021 | 1,735 | 62.0% | $50.0B | 51.4% |
| Q4 2022 | 1,793 | 64.2% | $50.9B | 47.0% |
| Q4 2023 | 1,879 | 65.0% | $48.6B | 47.7% |
| Q4 2024 | 2,169 | 66.1% | $55.0B | 46.3% |
| Q4 2025 | 2,382 | 69.0% | $62.9B | 44.1% |
| Q2 2026 | 2,460 | 69.8% | $68.9B | 43.3% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.