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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 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2025
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 17 listed it in both
Shares listed
71,986,555
combined, among listed positions
Reported value
$7.8bn
combined, at the quarter end

Among the 94 comparable managers: 17 buyers (opened or added shares) and 8 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
MFS Investment Management18,097,796$1.9bn0.62%Added+124,86312 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP16,098,656$1.7bn0.32%Trimmed-1,731,16012 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)11,507,634$1.2bn0.07%Added+4,115,0015 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors5,610,461$604m0.12%Trimmed-4,617,27613 Feb 2025 (the filing on sec.gov)
Invesco Ltd4,969,567$535m0.10%Added+431,09113 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC2,973,890$320m0.25%Trimmed-302,20813 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,620,506$175m0.09%Addedn.a.14 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP1,520,504$164m1.12%Newnew12 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,389,992$150munder 0.1%Trimmed-210,46814 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP1,110,929$120m0.26%Added+788,34314 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC999,692$108m0.16%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP933,566$101m0.22%Added+751,19514 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC865,216$93m0.37%Added+159,99014 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP797,133$86munder 0.1%Trimmed-3,80912 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC784,299$85m0.13%Added+468,54913 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC703,842$76m0.10%Trimmed-145,20414 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC516,988$56m0.05%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP477,400$51m0.12%Newnew14 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP430,664$46munder 0.1%Trimmed-1,165,19612 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP245,644$26munder 0.1%Trimmed-612,13513 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP156,597$17m0.06%Added+88,42514 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP94,893$10m0.07%Added+68,75914 Feb 2025 (the filing on sec.gov)
Woodline Partners LP46,391$5.0munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP29,984$3.2munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Winton Group Ltd4,311$464kunder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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 (4)

Exited (0)

No exit shown by a manager’s own filing.

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 →