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DUK in the 13F filings

Duke Energy Corp New · CUSIP 26441C204

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 14 listed it in both
Shares listed
49,453,739
combined, among listed positions
Reported value
$6.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,384,706.

Managers listing DUK in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
MFS Investment Management12,742,489$1.6bn0.52%Trimmed-1,648,8073 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)9,703,239$1.2bn0.05%Trimmed-1,048,91413 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP6,243,806$790m0.14%Trimmed-373,34914 Aug 2026 (the filing on sec.gov)
Invesco Ltd4,742,913$600munder 0.1%Trimmed-87,17114 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors4,499,424$570m0.08%Added+13,66412 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,871,434$363m0.15%Added+135,61814 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC2,014,703$255munder 0.1%Trimmed-484,2742 Sep 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,309,489$166munder 0.1%Trimmed-29,80014 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP865,066$113munder 0.1%Added+6,99214 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC739,550$94m0.13%Added+736,75013 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC559,063$71munder 0.1%Trimmed-4,29014 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC553,673$70m0.08%Added+298,38914 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP454,558$58munder 0.1%Added+422,19813 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP442,098$56m0.23%Newnew14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC326,944$41m0.05%Added+315,11014 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC268,904$34munder 0.1%Added+23,48427 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP215,046$27munder 0.1%Trimmed-454,10214 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.189,596$24munder 0.1%Added+172,99814 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC181,607$23munder 0.1%Trimmed-56,77613 Aug 2026 (the filing on sec.gov)
Millennium Management LLC171,209$22munder 0.1%Added+76,06014 Aug 2026 (the filing on sec.gov)
Woodline Partners LP170,078$22m0.07%Added+17,75914 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP61,148$7.7munder 0.1%Trimmed-153,64214 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC47,796$6.0munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC36,717$4.6munder 0.1%Trimmed-675,05014 Aug 2026 (the filing on sec.gov)
Caxton Associates LLP13,660$1.7munder 0.1%Added+10,78614 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DUK by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201317$3.5bnn.a.n.a.
Q3 201313$3.6bnn.a.n.a.
Q4 201315$3.5bnn.a.n.a.
Q1 201416$3.8bnn.a.n.a.
Q2 201414$3.5bnn.a.n.a.
Q3 201417$4.2bnn.a.n.a.
Q4 201413$4.5bnn.a.n.a.
Q1 201516$4.6bnn.a.n.a.
Q2 201519$3.8bnn.a.n.a.
Q3 201518$3.8bnn.a.n.a.
Q4 201514$3.4bnn.a.n.a.
Q1 201616$4.2bnn.a.n.a.
Q2 201615$4.4bnn.a.n.a.
Q3 201612$4.2bnn.a.n.a.
Q4 201618$3.8bnn.a.n.a.
Q1 201713$4.3bnn.a.n.a.
Q2 201715$4.5bnn.a.n.a.
Q3 201716$4.5bnn.a.n.a.
Q4 201716$4.1bnn.a.n.a.
Q1 201821$4.3bnn.a.n.a.
Q2 201822$4.9bnn.a.n.a.
Q3 201819$5.5bnn.a.n.a.
Q4 201817$6.8bnn.a.n.a.
Q1 201921$6.4bnn.a.n.a.
Q2 201925$6.6bnn.a.n.a.
Q3 201923$6.9bnn.a.n.a.
Q4 201928$7.9bnn.a.n.a.
Q1 202028$7.3bnn.a.n.a.
Q2 202021$7.5bnn.a.n.a.
Q3 202021$8.2bnn.a.n.a.
Q4 202019$8.9bnn.a.n.a.
Q1 202118$8.8bnn.a.n.a.
Q2 202119$9.2bnn.a.n.a.
Q3 202120$8.8bnn.a.n.a.
Q4 202125$9.7bnn.a.n.a.
Q1 202227$10.1bnn.a.n.a.
Q2 202225$10.1bnn.a.n.a.
Q3 202223$8.3bnn.a.n.a.
Q4 202220$8.4bnn.a.n.a.
Q1 202321$7.1bnn.a.n.a.
Q2 202317$6.5bnn.a.n.a.
Q3 202318$6.8bnn.a.n.a.
Q4 202313$7.7bn711
Q1 202416$7.1bn710
Q2 202417$7.0bn611
Q3 202420$8.2bn129
Q4 202425$7.8bn178
Q1 202519$7.9bn714
Q2 202521$7.3bn1011
Q3 202512$6.9bn59
Q4 202513$6.5bn1817
Q1 202615$6.7bn1615
Q2 202615$5.9bn1617

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DUK and SO →DUK and D →DUK and NEE →Choose a stock to compare with DUK →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DUK, latest filings →Back to the 13F Explorer →