Security record · archived quarter
DUK
Duke Energy Corporation · Utilities · Regulated Electric
164Tracked holders
-1Δ holders
461.31MShares held
$54.04BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow -0.2% ·
net new positions -0.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 78.26M | +2.6% | $9.17B | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | BlackRock ✦ (passive) | 68.89M | +2.5% | $8.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passive) | 43.95M | +4.0% | $5.15B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 19.29M | +1.2% | $2.27B | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Massachusetts Financial Services Co… | 16.04M | n/a | $1.88B | 0.6% | n/c | 1 | SEC ↗ ×8 |
| 6 | Wellington Management ✦ | 12.61M | -3.4% | $1.48B | 0.3% | ▼ Trim | 7 | SEC ↗ ×4 |
| 7 | Morgan Stanley ✦ | 12.34M | -0.9% | $1.45B | 0.1% | ▼ Trim | 2 | SEC ↗ ×17 |
| 8 | Fidelity (FMR) ✦ | 11.90M | -8.0% | $1.40B | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | GQG Partners LLC | 9.54M | n/a | $1.12B | 1.8% | n/c | 1 | SEC ↗ |
| 10 | Charles Schwab Investment… | 8.93M | n/a | $1.05B | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 11 | Bank Of America Corp /De/ | 8.74M | n/a | $1.02B | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 12 | Franklin Resources Inc | 8.24M | n/a | $965.45M | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 13 | Royal Bank Of Canada | 8.20M | n/a | $961.42M | 0.2% | n/c | 1 | SEC ↗ ×15 |
| 14 | Northern Trust Corp | 7.35M | n/a | $861.43M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 15 | Legal & General Group Plc | 6.18M | n/a | $724.59M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 16 | Nuveen, LLC | 5.95M | n/a | $697.32M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 17 | Raymond James Financial Inc | 5.13M | n/a | $601.71M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 18 | Capital Research Global Investors | 5.04M | n/a | $590.96M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 4.95M | n/a | $579.95M | 0.1% | n/c | 1 | SEC ↗ ×19 |
| 20 | Invesco Ltd. | 4.66M | n/a | $546.52M | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 21 | Goldman Sachs Group ✦ | 4.26M | -19.1% | $498.87M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | UBS AM, a distinct business unit of… | 4.02M | n/a | $471.01M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 23 | Wells Fargo & Company/Mn | 3.76M | n/a | $440.76M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 24 | Federated Hermes, Inc. | 3.63M | n/a | $425.85M | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 25 | State Farm Mutual Automobile… | 3.57M | n/a | $418.36M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 3.44M | -58.2% | $403.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 27 | Hsbc Holdings Plc | 3.34M | n/a | $391.45M | 0.1% | n/c | 1 | SEC ↗ ×22 |
| 28 | UBS Group AG | 3.28M | n/a | $384.12M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 29 | American Century Companies Inc | 3.12M | n/a | $365.42M | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Amundi | 2.66M | n/a | $312.07M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 31 | Mackenzie Financial Corp | 2.60M | n/a | $305.92M | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Mitsubishi UFJ Trust & Banking Corp | 2.53M | n/a | $296.69M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 33 | Envestnet Asset Management Inc | 2.51M | n/a | $294.53M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | LPL Financial LLC | 2.36M | n/a | $276.86M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 2.17M | +1252.2% | $254.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 2.13M | n/a | $249.77M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Barclays Plc | 2.08M | n/a | $243.51M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 38 | California Public Employees… | 2.07M | n/a | $242.43M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | National Pension Service | 2.06M | n/a | $241.22M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 2.05M | n/a | $240.03M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 41 | Dimensional Fund Advisors Lp | 2.03M | n/a | $238.34M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 42 | Caisse De Depot Et Placement Du… | 2.01M | n/a | $235.36M | 0.4% | n/c | 1 | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 1.88M | n/a | $219.84M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Ensign Peak Advisors, Inc | 1.70M | n/a | $199.44M | 0.4% | n/c | 1 | SEC ↗ |
| 45 | Mitsubishi UFJ Asset Management… | 1.65M | n/a | $194.24M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.48M | n/a | $173.68M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 47 | Russell Investments Group, Ltd. | 1.39M | n/a | $163.22M | 0.2% | n/c | 1 | SEC ↗ ×12 |
| 48 | T. Rowe Price ✦ | 1.36M | -0.2% | $159.65M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 49 | Voya Investment Management Llc | 1.34M | n/a | $156.78M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 50 | Empower Advisory Group, LLC | 1.30M | n/a | $151.81M | 0.4% | n/c | 1 | SEC ↗ |
| 51 | Rhumbline Advisers | 1.27M | n/a | $149.13M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 1.16M | n/a | $135.91M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 53 | First Trust Advisors Lp | 1.05M | n/a | $123.30M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 54 | Principal Financial Group Inc | 1.05M | n/a | $122.67M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 55 | Focus Partners Wealth | 1.02M | n/a | $120.88M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Canada Pension Plan Investment Board | 983.74K | n/a | $115.30M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 974.55K | n/a | $114.23M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 58 | Citigroup Inc | 955.96K | n/a | $112.05M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 59 | Ameriprise Financial Inc | 930.85K | n/a | $109.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 60 | California State Teachers… | 930.62K | n/a | $109.08M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 905.56K | n/a | $106.14M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 852.32K | n/a | $99.90M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Nomura Asset Management… | 833.90K | n/a | $97.74M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 827.98K | -29.6% | $97.05M | 0.1% | ▼ Trim | 7 | SEC ↗ ×7 |
| 65 | Stifel Financial Corp | 812.90K | n/a | $95.28M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 66 | HighTower Advisors, LLC | 785.63K | n/a | $92.08M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | New York State Common Retirement… | 745.18K | n/a | $87.34M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 735.08K | n/a | $86.71M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Truist Financial Corp | 721.84K | n/a | $84.61M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 70 | State Board Of Administration Of… | 690.46K | n/a | $80.93M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Korea Investment CORP | 686.29K | n/a | $80.44M | 0.2% | n/c | 1 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 670.51K | n/a | $78.52M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 73 | Corient Private Wealth LP | 975.30K | n/a | $78.07M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 74 | Cetera Investment Advisers | 660.86K | n/a | $77.46M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 651.67K | n/a | $76.38M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | FIL Ltd | 635.29K | n/a | $74.46M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 77 | Baird Financial Group, Inc. | 616.36K | n/a | $72.24M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 78 | Victory Capital Management Inc | 577.27K | n/a | $67.66M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Gotham Asset Management ✦ | 561.22K | +148.4% | $65.78M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 80 | Sei Investments Co | 553.76K | n/a | $64.91M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 81 | Commonwealth Equity Services, Llc | 553.19K | n/a | $64.84M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Nordea Investment Management Ab | 508.02K | n/a | $59.67M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Bank Julius Baer & Co. Ltd, Zurich | 505.89K | n/a | $59.38M | 0.2% | n/c | 1 | SEC ↗ |
| 84 | Fifth Third Bancorp | 479.28K | n/a | $56.18M | 0.2% | n/c | 1 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 469.89K | n/a | $55.08M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Captrust Financial Advisors | 462.47K | n/a | $54.21M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Aberdeen Group plc | 445.78K | n/a | $52.25M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 88 | Osaic Holdings, Inc. | 443.45K | n/a | $51.91M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 89 | Mml Investors Services, Llc | 432.72K | n/a | $50.72M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Prudential Financial Inc | 424.00K | n/a | $49.70M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 91 | State Of Wisconsin Investment Board | 413.73K | n/a | $48.49M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Allspring Global Investments… | 411.23K | n/a | $48.29M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 93 | Chevy Chase Trust Holdings, LLC | 398.08K | n/a | $46.66M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 94 | CIBC Asset Management Inc | 380.64K | n/a | $44.61M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 375.85K | n/a | $44.17M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Zurcher Kantonalbank (Zurich… | 374.31K | n/a | $43.87M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Creative Planning | 367.92K | n/a | $43.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | National Bank Of Canada /Fi/ | 364.63K | n/a | $42.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 99 | Cerity Partners LLC | 361.97K | n/a | $42.43M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 100 | Td Asset Management Inc | 360.52K | n/a | $42.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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
| Adage Capital Partners | $87.51M | was 0.1% |
| Point72 Asset Management | $37.58M | was 0.1% |
| Bridgewater Associates | $4.41M | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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