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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 13 listed it in both
Shares listed
52,838,445
combined, among listed positions
Reported value
$6.9bn
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 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,883,661.

Managers listing DUK in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
MFS Investment Management14,391,296$1.9bn0.64%Trimmed-1,653,17614 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)10,752,153$1.4bn0.07%Trimmed-1,150,10215 May 2026 (the filing on sec.gov)
Wellington Management Group LLP6,617,155$866m0.16%Trimmed-5,990,62815 May 2026 (the filing on sec.gov)
Invesco Ltd4,830,084$632m0.06%Added+167,32412 May 2026 (the filing on sec.gov)
Capital Research Global Investors4,485,760$587m0.09%Trimmed-556,16313 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,735,816$358m0.17%Added+2,684,72118 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,498,977$327m0.05%Added+329,56815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,339,289$175munder 0.1%Trimmed-22,78215 May 2026 (the filing on sec.gov)
Marshall Wace LLP892,169$117m0.12%Added+887,84415 May 2026 (the filing on sec.gov)
AllianceBernstein LP858,074$101munder 0.1%Added+5,75515 May 2026 (the filing on sec.gov)
Jane Street Group LLC711,767$93munder 0.1%Added+661,40812 May 2026 (the filing on sec.gov)
Two Sigma Investments LP669,148$88m0.07%Added+531,64915 May 2026 (the filing on sec.gov)
AQR Capital Management LLC563,353$74munder 0.1%Trimmed-264,62815 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC255,284$33munder 0.1%Added+227,96115 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC245,420$32munder 0.1%Trimmed-65,71127 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC238,383$31munder 0.1%Added+152,11113 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP214,790$28munder 0.1%Trimmed-141,26015 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP188,498$25m0.09%Added+51,99413 May 2026 (the filing on sec.gov)
Woodline Partners LP152,319$20m0.08%Added+19,63715 May 2026 (the filing on sec.gov)
Millennium Management LLC95,149$12munder 0.1%Added+46,17815 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP32,360$4.2munder 0.1%Added+3,69514 May 2026 (the filing on sec.gov)
Holocene Advisors LP17,975$2.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.16,598$2.2munder 0.1%Added+4,63315 May 2026 (the filing on sec.gov)
Man Group PLC14,501$1.9munder 0.1%Trimmed-341,52315 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC11,834$1.6munder 0.1%Trimmed-80,35015 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (2)

Exited (1)

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 →