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DUK · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

DUKD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • DUK
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterDUKD
Q3 202021 holders, $8.2bn20 holders, $8.7bn
Q4 202019 holders, $8.9bn28 holders, $7.2bn
Q1 202118 holders, $8.8bn26 holders, $7.4bn
Q2 202119 holders, $9.2bn21 holders, $7.5bn
Q3 202120 holders, $8.8bn16 holders, $7.2bn
Q4 202125 holders, $9.7bn18 holders, $8.2bn
Q1 202227 holders, $10.1bn19 holders, $9.3bn
Q2 202225 holders, $10.1bn20 holders, $9.3bn
Q3 202223 holders, $8.3bn17 holders, $7.5bn
Q4 202220 holders, $8.4bn24 holders, $6.3bn
Q1 202321 holders, $7.1bn19 holders, $6.1bn
Q2 202317 holders, $6.5bn12 holders, $5.7bn
Q3 202318 holders, $6.8bn12 holders, $5.4bn
Q4 202313 holders, $7.7bn15 holders, $6.4bn
Q1 202416 holders, $7.1bn10 holders, $6.5bn
Q2 202417 holders, $7.0bn9 holders, $6.2bn
Q3 202420 holders, $8.2bn14 holders, $7.4bn
Q4 202425 holders, $7.8bn13 holders, $6.5bn
Q1 202519 holders, $7.9bn16 holders, $7.0bn
Q2 202521 holders, $7.3bn10 holders, $8.8bn
Q3 202512 holders, $6.9bn8 holders, $9.8bn
Q4 202513 holders, $6.5bn12 holders, $10.5bn
Q1 202615 holders, $6.7bn11 holders, $10.4bn
Q2 202615 holders, $5.9bn13 holders, $12.4bn
DUK

Duke Energy Corp New

Holders
15
Reported value
$5.9bn
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
13
Reported value
$12.4bn
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DUK (9)

Acadian Asset Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Fidelity (FMR LLC), Janus Henderson Group Ltd, Renaissance Technologies LLC, Squarepoint Ops LLC

Only D (7)

Dodge & Cox, Freestone Grove Partners LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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