DUK
Duke Energy Corporation · Utilities · Regulated Electric
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.28M | $147.75M | n/a | −2 |
| Q2 2026 | 161 | -2 | 430.54M | $54.53B | +4 | −8 |
| Q1 2026 | 168 | +2 | 435.14M | $56.99B | +5 | −3 |
| Q4 2025 | 164 | -1 | 461.31M | $54.04B | +2 | −3 |
| Q3 2025 | 21 | +1 | 261.38M | $32.35B | +2 | −1 |
| Q2 2025 | 17 | -2 | 234.96M | $27.72B | n/a | −2 |
| Q1 2025 | 16 | 0 | 79.30M | $9.67B | n/a | n/a |
| Q4 2024 | 16 | 0 | 82.58M | $8.90B | n/a | n/a |
| Q3 2024 | 15 | +2 | 43.78M | $5.05B | +2 | n/a |
| Q2 2024 | 13 | n/a | 40.23M | $4.03B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 39.71M | n/a | $4.28B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 17.87M | +2.2% | $1.93B | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 16.10M | -9.7% | $1.73B | 0.3% | ▼ Trim | 3 | SEC ↗ ×6 |
| 4 | Millennium Management ✦ | 1.62M | +2418.2% | $174.59M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.39M | -13.2% | $149.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Point72 Asset Management ✦ | 1.11M | +244.4% | $119.69M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 970.55K | -40.9% | $104.57M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 933.57K | +411.9% | $100.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 784.30K | +148.4% | $84.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 703.84K | -17.1% | $75.83M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Arrowstreet Capital ✦ | 430.66K | -73.0% | $46.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 372.62K | +3.1% | $40.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 246.71K | -57.3% | $26.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 245.64K | -71.4% | $26.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 78.79K | -9.6% | $8.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 5.32K | +50.4% | $572,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,441 holders, 535.55M shares, $68.28B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.