Security record
DUK
Duke Energy Corporation · Utilities · Regulated Electric
163Tracked holders
-2Δ holders
433.73MShares held
$54.93BReported value
+4New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -1.2% ·
share flow +0.6% ·
net new positions -1.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 163 | -2 | 433.73M | $54.93B | +4 | −6 |
| 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 | — | −2 |
| Q1 2025 | 16 | 0 | 79.30M | $9.67B | — | — |
| Q4 2024 | 16 | 0 | 82.58M | $8.90B | — | — |
| Q3 2024 | 15 | +2 | 43.78M | $5.05B | +2 | — |
| Q2 2024 | 13 | — | 40.23M | $4.03B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 70.54M | +1.8% | $8.93B | 0.1% | ▲ Add | 5 | SEC ↗ ×21 |
| 2 | Vanguard Capital Management Llc | 50.84M | +0.6% | $6.44B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 44.95M | +0.9% | $5.69B | 0.2% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 20.37M | +1.6% | $2.60B | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 13.11M | +3.4% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ ×18 |
| 6 | Massachusetts Financial Services Co… | 12.74M | -11.5% | $1.63B | 0.5% | ▼ Trim | 3 | SEC ↗ ×8 |
| 7 | Franklin Resources Inc | 10.54M | +1.6% | $1.33B | 0.3% | ▲ Add | 3 | SEC ↗ ×12 |
| 8 | Fidelity (FMR) ✦ | 9.70M | -9.8% | $1.23B | 0.1% | ▼ Trim | 5 | SEC ↗ ×5 |
| 9 | Charles Schwab Investment… | 9.23M | +1.3% | $1.17B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Bank Of America Corp /De/ | 8.87M | -5.1% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 11 | Royal Bank Of Canada | 7.30M | -7.6% | $923.60M | 0.2% | ▼ Trim | 3 | SEC ↗ ×15 |
| 12 | Northern Trust Corp | 7.24M | -1.6% | $916.89M | 0.1% | ▼ Trim | 3 | SEC ↗ ×11 |
| 13 | Nuveen, LLC | 6.53M | +1.5% | $826.88M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | GQG Partners LLC | 6.50M | -16.6% | $823.16M | 1.5% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 6.24M | -5.6% | $790.34M | 0.1% | ▼ Trim | 9 | SEC ↗ ×4 |
| 16 | Legal & General Group Plc | 5.96M | -3.5% | $754.22M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Goldman Sachs Group ✦ | 5.61M | +4.7% | $710.61M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 18 | Bank of New York Mellon Corp | 4.78M | -2.6% | $605.68M | 0.1% | ▼ Trim | 3 | SEC ↗ ×19 |
| 19 | Invesco Ltd. | 4.74M | -1.8% | $600.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×18 |
| 20 | Capital Research Global Investors | 4.50M | +0.3% | $569.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 4.47M | -6.6% | $565.81M | 0.2% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | UBS AM, a distinct business unit of… | 4.00M | +0.5% | $506.48M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 23 | Wells Fargo & Company/Mn | 3.96M | +1.8% | $500.80M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | Federated Hermes, Inc. | 3.82M | 0.0% | $483.07M | 0.7% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | American Century Companies Inc | 3.69M | +12.1% | $467.07M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 3.63M | -10.0% | $466.34M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 27 | State Farm Mutual Automobile… | 3.57M | 0.0% | $451.80M | 0.3% | Held | 3 | SEC ↗ ×2 |
| 28 | UBS Group AG | 2.94M | +7.0% | $372.04M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 29 | Mitsubishi UFJ Trust & Banking Corp | 2.71M | +1.7% | $342.90M | 0.8% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | LPL Financial LLC | 2.56M | +3.3% | $324.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 2.56M | -2.4% | $324.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mackenzie Financial Corp | 2.52M | -6.8% | $318.41M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 33 | Amundi | 2.47M | +26.9% | $312.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | Deutsche Bank Ag\ | 2.23M | +23.8% | $282.01M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 35 | Swiss National Bank | 2.19M | -3.8% | $277.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Dimensional Fund Advisors Lp | 2.15M | +2.6% | $271.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 37 | National Pension Service | 2.12M | +1.8% | $268.86M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Assenagon Asset Management S.A. | 2.11M | +136.4% | $267.57M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Barclays Plc | 2.06M | -22.0% | $260.14M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Citadel Advisors ✦ | 2.01M | -19.4% | $255.02M | 0.1% | ▼ Trim | 4 | SEC ↗ ×2 |
| 41 | First Trust Advisors Lp | 1.98M | +157.8% | $250.89M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Caisse De Depot Et Placement Du… | 1.95M | +23.0% | $246.73M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 43 | Mitsubishi UFJ Asset Management… | 1.93M | +9.3% | $244.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 1.84M | +97.2% | $233.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Jones Financial Companies Lllp | 1.74M | +8.3% | $223.71M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 1.76M | -0.1% | $222.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 1.71M | +13.8% | $215.83M | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 48 | Hsbc Holdings Plc | 1.67M | +16.0% | $211.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 49 | California Public Employees… | 1.55M | -17.9% | $195.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 50 | Voya Investment Management Llc | 1.44M | -22.0% | $181.38M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | Ensign Peak Advisors, Inc | 1.43M | -0.1% | $180.83M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 52 | Empower Advisory Group, LLC | 1.41M | +3.5% | $178.07M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 1.35M | -1.0% | $171.28M | 0.2% | ▼ Trim | 3 | SEC ↗ ×10 |
| 54 | T. Rowe Price ✦ | 1.31M | -2.2% | $165.76M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 55 | Rhumbline Advisers | 1.28M | +0.8% | $162.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 1.20M | -4.0% | $152.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Focus Partners Wealth | 1.15M | +0.6% | $146.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Prudential Financial Inc | 1.15M | +166.4% | $146.17M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Ameriprise Financial Inc | 1.09M | +11.4% | $137.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 60 | Mariner, LLC | 1.06M | -5.9% | $133.92M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Principal Financial Group Inc | 1.02M | -0.6% | $129.46M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | Alliancebernstein L.P. | 865.07K | +0.8% | $113.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 868.82K | +46.5% | $109.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Stifel Financial Corp | 832.56K | +3.0% | $105.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 65 | Manufacturers Life Insurance… | 820.81K | -5.7% | $103.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 66 | Victory Capital Management Inc | 809.49K | +3.7% | $102.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Nomura Asset Management… | 787.35K | -3.7% | $99.66M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 753.88K | +6.7% | $95.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 69 | Qube Research & Technologies Ltd | 744.13K | +1963.0% | $94.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Renaissance Technologies ✦ | 739.55K | +26312.5% | $93.61M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 71 | Canada Pension Plan Investment Board | 736.49K | -45.3% | $93.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 72 | Fifth Third Bancorp | 731.80K | +0.8% | $92.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Truist Financial Corp | 723.39K | +0.4% | $91.57M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 74 | HighTower Advisors, LLC | 718.07K | -5.5% | $90.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | New York State Common Retirement… | 716.98K | -4.2% | $90.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | Cetera Investment Advisers | 701.08K | +1.7% | $88.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | State Board Of Administration Of… | 658.51K | -1.9% | $83.35M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 78 | FIL Ltd | 647.25K | -11.5% | $81.93M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 79 | Osaic Holdings, Inc. | 626.94K | +9.6% | $79.29M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 80 | Schroder Investment Management Group | 571.24K | -10.3% | $73.31M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Sei Investments Co | 578.66K | -0.1% | $73.25M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 82 | Korea Investment CORP | 569.47K | +0.3% | $72.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 83 | Wealth Enhancement Advisory… | 665.75K | +13.8% | $71.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Healthcare Of Ontario Pension Plan… | 561.74K | -15.2% | $71.11M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 559.06K | -0.8% | $70.77M | 0.0% | ▼ Trim | 9 | SEC ↗ ×7 |
| 86 | Pnc Financial Services Group, Inc. | 555.59K | -19.3% | $70.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 87 | Squarepoint Ops LLC | 553.67K | +116.9% | $70.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 88 | Nordea Investment Management Ab | 531.97K | +4.5% | $67.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Commonwealth Equity Services, Llc | 522.11K | -1.9% | $66.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank Julius Baer & Co. Ltd, Zurich | 516.21K | +2.9% | $65.54M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 91 | National Bank Of Canada /Fi/ | 502.00K | +27.1% | $63.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 92 | Captrust Financial Advisors | 501.30K | +2.2% | $63.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | Creative Planning | 498.22K | +12.2% | $63.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 94 | Gotham Asset Management ✦ | 479.34K | -2.9% | $60.67M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 95 | Mml Investors Services, Llc | 468.22K | +22.0% | $59.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | CIBC Asset Management Inc | 456.32K | +17.8% | $57.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | Arrowstreet Capital ✦ | 454.56K | +1304.7% | $57.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Bridgewater Associates ✦ | 442.10K | New | $55.96M | 0.2% | New | 1 | SEC ↗ |
| 99 | Cerity Partners LLC | 433.71K | -1.5% | $54.90M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 100 | Lazard Asset Management Llc | 418.99K | +1094.7% | $53.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $55.96M | 0.2% |
Exited
| Jennison Associates Llc | $33.38M | was 0.0% |
| Adage Capital Partners | $30.13M | was 0.0% |
| Holocene Advisors, LP | $2.35M | was 0.0% |
| Parallax Volatility Advisers… | $1.83M | was 0.1% |
| Optiver Holding B.V. | $343,718 | was 0.0% |
| GAMCO Investors | $219,194 | 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: Q2 2026 ·
Methodology ·
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