State Street Corp. Amends Duke Energy Stake Filing
Ticker: DUKB · Form: SC 13G/A · Filed: Jan 29, 2024 · CIK: 1326160
| Field | Detail |
|---|---|
| Company | Duke Energy Corp (DUKB) |
| Form Type | SC 13G/A |
| Filed Date | Jan 29, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, utility-sector
TL;DR
**State Street just updated their Duke Energy holdings, confirming their continued significant stake.**
AI Summary
State Street Corp. filed an amended SC 13G/A on January 29, 2024, disclosing its ownership of Duke Energy Corp. common stock as of December 31, 2023. This filing indicates that State Street Corp. is a significant institutional investor in Duke Energy, holding a substantial stake. For investors, this matters because large institutional holdings can provide a degree of stability and confidence in the stock, as major players like State Street typically conduct extensive due diligence.
Why It Matters
This filing confirms State Street Corp. remains a major institutional holder in Duke Energy, which can signal stability and institutional confidence to current and prospective shareholders.
Risk Assessment
Risk Level: low — This is a routine update from a large institutional investor and does not indicate any immediate negative or positive risk for Duke Energy.
Analyst Insight
An investor should note that State Street Corp. maintains a position in Duke Energy, suggesting continued institutional interest. While this filing doesn't reveal changes in share count, it confirms their ongoing presence, which can be a positive signal for long-term stability.
Key Players & Entities
- State Street Corp. (company) — the reporting person and institutional investor
- Duke Energy CORP (company) — the subject company whose securities are being reported
- January 29, 2024 (date) — the filing date of the SC 13G/A
- December 31, 2023 (date) — the date of the event which required the filing
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G filing, as stated in the 'FORM TYPE: SC 13G/A' and 'AMENDED FILING' sections.
Who is the reporting person in this filing?
The reporting person is STATE STREET CORP, as indicated under the 'FILED BY: COMPANY DATA' section.
What is the subject company whose securities are being reported?
The subject company is DUKE ENERGY CORP, as stated under 'SUBJECT COMPANY: COMPANY DATA' and 'NAME OF ISSUER'.
What is the CUSIP number for the securities reported?
The CUSIP number for the common stock of Duke Energy Corp. is 26441C204, as listed under 'CUSIP NUMBER' and 'CUSIP NO:26441C204'.
What was the date of the event that required this filing?
The date of the event which required this filing was December 31, 2023, as specified under 'DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT'.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 29, 2024 regarding Duke Energy CORP (DUKB).