Free · no sign-up · Q2 2026

Which funds own DUK

Duke Energy Corp New in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $3.5bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 6; at least, of 91 current
Combined value: $3.5bn; as reported
Opened: 1; new this quarter
Added to: 3; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
MFS Investment Management Long-only · $315bn book	$1.6bn	0.5%	12,742,489	-$277m-1,648,807	Trimmed
Wellington Management Group LLP Long-only · $580bn book	$790m	0.1%	6,243,806	-$76m-373,349	Trimmed
Capital Research Global Investors Long-only · $717bn book	$570m	0.1%	4,499,424	-$18m+13,664	Added
Janus Henderson Group Ltd Long-only · $245bn book	$364m	0.1%	2,871,434	+$5.2m+135,618	Added
Renaissance Technologies LLC Quantitative · $72.6bn book	$94m	0.1%	739,550	+$93m+736,750	Added
Bridgewater Associates LP Macro · $24.4bn book	$56m	0.2%	442,098	opened442,098	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Hudson Bay Capital Management LP · Multi-strategy$25m held before
GAMCO Investors Inc · Activist$200k held before

Ownership through time

At least 15 of the 95 managers whose filings are on file listed DUK in Q2 2026, against 17 in Q2 2013. The same number as in Q1 2026: 1 started a position; 3 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Bridgewater Associates LP$56m

Largest increases, by shares

Bridgewater Associates LPnew: 442,098 shares+$56m
Squarepoint Ops LLC255,284 to 553,673 shares+$38m
Janus Henderson Group Ltd2,735,816 to 2,871,434 shares+$17m
Woodline Partners LP152,319 to 170,078 shares+$2.2m
Capital Research Global Investors4,485,760 to 4,499,424 shares+$1.7m

Largest decreases, by shares

MFS Investment Management14,391,296 to 12,742,489 shares-$210m
Fidelity (FMR LLC)10,752,153 to 9,703,239 shares-$133m
Citadel Advisors LLC2,498,977 to 2,014,703 shares-$61m
Wellington Management Group LLP6,617,155 to 6,243,806 shares-$47m
Invesco Ltd4,830,084 to 4,742,913 shares-$11m

Left it

Hudson Bay Capital Management LPwas $25m

Manager	First listed	Largest	Q2 2026
MFS Investment Management	Q2 2013	$2.5bn	$1.6bn
Fidelity (FMR LLC)	Q2 2013	$1.7bn	$1.2bn
Wellington Management Group LLP	Q2 2013	$3.9bn	$790m
Invesco Ltd	Q2 2013	$1.2bn	$600m
Capital Research Global Investors	Q2 2013	$1.3bn	$570m
Janus Henderson Group Ltd	Q2 2013	$363m	$363m
Citadel Advisors LLC	Q1 2017	$327m	$255m
AllianceBernstein LP	Q2 2013	$123m	$113m
Renaissance Technologies LLC	Q1 2014	$743m	$94m
Squarepoint Ops LLC	Q2 2016	$71m	$70m
Bridgewater Associates LP	Q1 2014	$56m	$56m
Balyasny Asset Management LLC	Q1 2016	$108m	$41m
Acadian Asset Management LLC	Q3 2013	$90m	$23m
Woodline Partners LP	Q4 2024	$22m	$22m
Caxton Associates LLP	Q1 2018	$8.8m	$1.7m
T. Rowe Price Associates Inc	Q2 2013	$1.6bn	last listed Q1 2026
Capital World Investors	Q2 2013	$1.2bn	last listed Q4 2022
Neuberger Berman Group LLC	Q3 2019	$630m	last listed Q3 2025
D. E. Shaw & Co.	Q2 2013	$212m	last listed Q1 2023
Arrowstreet Capital LP	Q3 2024	$184m	last listed Q4 2024
Two Sigma Investments LP	Q4 2016	$180m	last listed Q1 2026
Two Sigma Advisers LP	Q4 2016	$176m	last listed Q2 2025
Millennium Management LLC	Q2 2013	$175m	last listed Q4 2024
ExodusPoint Capital Management LP	Q4 2019	$164m	last listed Q4 2024
AQR Capital Management LLC	Q2 2013	$145m	last listed Q4 2025

What DUK is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around DUK →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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