Запись по ценной бумаге · архивный квартал
DUK
Duke Energy Corporation · Utilities · Regulated Electric
168Отслеживаемые держатели
+2Δ держателей
435.14MАкций в держании
$56.99BОтчётная стоимость
+5Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.2% ·
поток акций +0.1% ·
новые чистые позиции +1.2%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 69.32M | +0.6% | $9.08B | 0.2% | ▲ Add | 4 | SEC ↗ ×23 |
| 2 | Vanguard Capital Management Llc | 50.53M | n/a | $6.62B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (пассивный) | 44.53M | +1.3% | $5.83B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 4 | Geode Capital Management ✦ (пассивный) | 20.05M | +3.9% | $2.64B | 0.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Massachusetts Financial Services Co… | 14.39M | -10.3% | $1.90B | 0.6% | ▼ Trim | 2 | SEC ↗ ×8 |
| 6 | Morgan Stanley ✦ | 12.68M | +2.8% | $1.66B | 0.1% | ▲ Add | 3 | SEC ↗ ×16 |
| 7 | Fidelity (FMR) ✦ | 10.75M | -9.7% | $1.41B | 0.1% | ▼ Trim | 4 | SEC ↗ ×5 |
| 8 | Franklin Resources Inc | 10.37M | +25.9% | $1.36B | 0.3% | ▲ Add | 2 | SEC ↗ ×12 |
| 9 | Bank Of America Corp /De/ | 9.35M | +6.9% | $1.22B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Charles Schwab Investment… | 9.10M | +1.9% | $1.19B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 7.89M | -3.8% | $1.03B | 0.2% | ▼ Trim | 2 | SEC ↗ ×15 |
| 12 | GQG Partners LLC | 7.80M | -18.2% | $1.02B | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 7.36M | +0.2% | $964.01M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 14 | Wellington Management ✦ | 6.62M | -47.5% | $866.45M | 0.2% | ▼ Trim | 8 | SEC ↗ ×5 |
| 15 | Nuveen, LLC | 6.44M | +8.2% | $842.93M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Legal & General Group Plc | 6.17M | -0.1% | $808.51M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Goldman Sachs Group ✦ | 5.36M | +26.0% | $702.06M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Bank of New York Mellon Corp | 4.91M | -0.8% | $642.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×20 |
| 19 | Invesco Ltd. | 4.83M | +3.6% | $632.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×18 |
| 20 | Raymond James Financial Inc | 4.79M | -6.7% | $627.62M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Capital Research Global Investors | 4.49M | -11.0% | $587.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 4.04M | +17.3% | $531.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 23 | UBS AM, a distinct business unit of… | 3.98M | -0.9% | $521.55M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 24 | Wells Fargo & Company/Mn | 3.89M | +3.4% | $508.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | Federated Hermes, Inc. | 3.82M | +5.1% | $499.82M | 0.8% | ▲ Add | 2 | SEC ↗ ×5 |
| 26 | State Farm Mutual Automobile… | 3.57M | 0.0% | $467.37M | 0.4% | Held | 2 | SEC ↗ ×2 |
| 27 | American Century Companies Inc | 3.29M | +5.6% | $431.00M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 2.75M | -16.2% | $359.75M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 29 | Janus Henderson Group Plc | 2.74M | +5254.4% | $358.23M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 30 | Mackenzie Financial Corp | 2.70M | +3.6% | $353.23M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 31 | Mitsubishi UFJ Trust & Banking Corp | 2.66M | +5.2% | $348.82M | 0.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Barclays Plc | 2.64M | +26.9% | $345.09M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Envestnet Asset Management Inc | 2.62M | +4.3% | $343.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 2.50M | +15.2% | $327.22M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | LPL Financial LLC | 2.48M | +5.0% | $324.88M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 2.28M | +7.1% | $298.85M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Dimensional Fund Advisors Lp | 2.09M | +2.9% | $273.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | National Pension Service | 2.09M | +1.4% | $273.29M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Amundi | 1.95M | -26.9% | $254.74M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 40 | California Public Employees… | 1.88M | -8.9% | $246.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | Voya Investment Management Llc | 1.84M | +37.4% | $240.63M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Deutsche Bank Ag\ | 1.80M | -12.1% | $235.60M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 43 | Mitsubishi UFJ Asset Management… | 1.77M | +6.9% | $231.49M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 1.76M | -6.3% | $230.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 1.61M | +65.2% | $209.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Caisse De Depot Et Placement Du… | 1.58M | -21.1% | $207.50M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.50M | +1.1% | $196.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 48 | Hsbc Holdings Plc | 1.44M | -57.0% | $188.08M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 49 | Ensign Peak Advisors, Inc | 1.43M | -15.9% | $187.25M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 1.37M | -1.8% | $179.03M | 0.2% | ▼ Trim | 2 | SEC ↗ ×11 |
| 51 | Empower Advisory Group, LLC | 1.36M | +4.9% | $177.92M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 52 | Canada Pension Plan Investment Board | 1.35M | +36.8% | $176.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 1.34M | -1.7% | $175.37M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Rhumbline Advisers | 1.27M | +0.1% | $166.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 1.25M | +92.1% | $163.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Focus Partners Wealth | 1.15M | +12.3% | $150.28M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 57 | Mariner, LLC | 1.12M | -3.1% | $147.17M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Principal Financial Group Inc | 1.03M | -1.7% | $134.73M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Ameriprise Financial Inc | 975.66K | +4.8% | $127.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 60 | Citigroup Inc | 933.76K | -2.3% | $122.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | California State Teachers… | 901.70K | -3.1% | $118.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | Assenagon Asset Management S.A. | 894.07K | +183.6% | $117.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 63 | Marshall Wace ✦ | 892.17K | +20528.2% | $116.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Manufacturers Life Insurance… | 870.44K | -3.9% | $113.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Nomura Asset Management… | 817.36K | -2.0% | $107.03M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Stifel Financial Corp | 808.40K | -0.6% | $105.85M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 67 | Victory Capital Management Inc | 780.49K | +35.2% | $102.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | First Trust Advisors Lp | 768.68K | -26.9% | $100.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Alliancebernstein L.P. | 858.07K | +0.7% | $100.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | HighTower Advisors, LLC | 760.24K | -3.2% | $99.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | New York State Common Retirement… | 748.78K | +0.5% | $98.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | FIL Ltd | 731.70K | +15.2% | $95.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Fifth Third Bancorp | 725.88K | +51.5% | $95.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 74 | Truist Financial Corp | 720.32K | -0.2% | $94.32M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 75 | Jane Street Group, Llc | 711.77K | +1313.4% | $93.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 76 | Baird Financial Group, Inc. | 706.34K | +14.6% | $92.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 77 | Cetera Investment Advisers | 689.22K | +4.3% | $90.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 688.34K | +2.7% | $90.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 79 | State Board Of Administration Of… | 671.63K | -2.7% | $87.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 80 | Two Sigma Investments ✦ | 669.15K | +386.7% | $87.62M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 81 | Healthcare Of Ontario Pension Plan… | 662.84K | +158.2% | $86.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Schroder Investment Management Group | 636.80K | n/a | $83.87M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 83 | Quantinno Capital Management LP | 592.88K | +65.3% | $77.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Sei Investments Co | 579.21K | +4.6% | $75.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 85 | Osaic Holdings, Inc. | 571.83K | +28.9% | $74.80M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 86 | Korea Investment CORP | 567.55K | -17.3% | $74.31M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 87 | AQR Capital Management ✦ | 563.35K | -32.0% | $73.66M | 0.0% | ▼ Trim | 8 | SEC ↗ ×7 |
| 88 | Commonwealth Equity Services, Llc | 532.02K | -3.8% | $69.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 89 | Nordea Investment Management Ab | 509.00K | +0.2% | $66.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Julius Baer & Co. Ltd, Zurich | 501.86K | -0.8% | $65.84M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 91 | Wealth Enhancement Advisory… | 584.86K | -20.4% | $64.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 92 | Gotham Asset Management ✦ | 493.73K | -12.0% | $64.65M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 93 | Captrust Financial Advisors | 490.30K | +6.0% | $64.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Connor, Clark & Lunn Investment… | 460.06K | +112.7% | $60.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | Pictet Asset Management Holding SA | 446.82K | -4.9% | $58.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 96 | Creative Planning | 443.98K | +20.7% | $58.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Cerity Partners LLC | 440.33K | +21.6% | $57.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 98 | Prudential Financial Inc | 433.40K | +2.2% | $56.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | State Of Wisconsin Investment Board | 427.44K | +3.3% | $55.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 100 | Zurcher Kantonalbank (Zurich… | 422.05K | +12.8% | $55.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| IMC-Chicago, LLC | $2.66M | составлял 0.0% |
| Simplex Trading, Llc | $73,021 | составлял 0.0% |
| LMR Partners LLP | $22,622 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,441 держатели, 535.55M акции, $68.28B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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