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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
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 17 listed it in both
Shares listed
65,006,368
combined, among listed positions
Reported value
$7.9bn
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing DUK in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
MFS Investment Management18,107,625$2.2bn0.73%Added+9,8292 May 2025 (the filing on sec.gov)
Wellington Management Group LLP14,221,646$1.7bn0.33%Trimmed-1,877,01013 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)14,177,998$1.7bn0.11%Added+2,670,3645 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors4,922,866$600m0.13%Trimmed-687,59512 May 2025 (the filing on sec.gov)
Invesco Ltd4,438,435$541m0.10%Trimmed-531,13212 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC2,616,367$319m0.27%Trimmed-357,52327 Oct 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,317,476$161munder 0.1%Trimmed-72,51614 May 2025 (the filing on sec.gov)
AQR Capital Management LLC1,177,587$143m0.15%Added+473,74515 May 2025 (the filing on sec.gov)
AllianceBernstein LP878,955$107munder 0.1%Added+81,82215 May 2025 (the filing on sec.gov)
Point72 Asset Management LP657,815$80m0.18%Trimmed-453,11421 Jul 2025 (the filing on sec.gov)
Two Sigma Investments LP538,226$66m0.14%Trimmed-395,34015 May 2025 (the filing on sec.gov)
Soroban Capital Partners LP485,677$59m0.84%Newnew15 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP452,500$55m0.12%Trimmed-24,90015 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC356,050$43m0.07%Trimmed-428,24914 May 2025 (the filing on sec.gov)
Man Group PLC258,064$31m0.08%Addedn.a.15 May 2025 (the filing on sec.gov)
Verition Fund Management LLC171,393$21m0.10%Trimmed-693,82315 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP140,266$17m0.05%Trimmed-16,33114 May 2025 (the filing on sec.gov)
Woodline Partners LP65,560$8.0m0.05%Added+19,16915 May 2025 (the filing on sec.gov)
Holocene Advisors LP21,862$2.7munder 0.1%Trimmed-8,12215 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (1)

Exited (2)

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 →