Duke Energy Corp. (duk 4.125 04/15/26)

13F holders, Q2 2025 (June 30)
17holders −3
1new positions
4sold out
$1.55avg. 13F price*

At the end of Q2 2025, 17 institutions reported holding Duke Energy Corp. (duk 4.125 04/15/26) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were Nomura Holdings Inc. ($20.8M), Angelo Gordon & Co., L.P. ($16.9M) and Income Research & Management ($11.7M).

Company
Duke Energy Corp. (duk 4.125 04/15/26)
CUSIP
26441CBY0
Latest filing quarter
Q1 2026

History

Number of 13F holders

0510152025 Q2 2024: 19Q2 2024Q3 2024: 20Q3 2024Q4 2024: 22Q4 2024Q1 2025: 20Q1 2025Q2 2025: 17Q2 2025Q3 2025: 13Q3 2025Q4 2025: 14Q4 2025Q1 2026: 12Q1 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$5.3M
Exits4$27.1M

All 13F filers, Q1 2025 → Q2 2025: 8,707,000 shares bought and 25,172,933 shares sold, net −16,465,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Nomura Holdings Inc. 0.17% Reduce -25.4% 176,130 $20.8M
Angelo Gordon & Co., L.P. 2.71% Add +23.1% 16,000,000 $16.9M
Income Research & Management 3.12% Add +2.5% 11,023,000 $11.7M
Mizuho Securities USA LLC 0.17% — 7,525,000 $8.0M
Burkehill Global Management, LP 0.39% New 5,000,000 $5.3M
Ameritas Investment Partners, Inc. 0.08% No change 2,250,000 $2.4M
Bank of New York Mellon Corp 0.00% Add +53.3% 1,150,000 $1.2M
Loomis Sayles & Co. L P 0.00% Reduce -87.4% 5,100 $602K
Police & Firemen's Retirement System of New Jersey 0.00% No change 395,000 $418K
Kestra Advisory Services, LLC 0.00% Reduce -10.9% 3,243 $383K
&partners 0.00% Add +23.4% 206,000 $218K
Sei Investments Co. 0.00% Reduce -22.5% 162,000 $172K
Cetera Investment Advisers 0.00% No change 19,000 $20K
Northwestern Mutual Wealth Management Co. 0.00% No change 16,000 $17K
Roundview Capital LLC 0.00% No change 12,500 $13K
Rothschild Investment LLC 0.00% No change 3,000 $3K
Laffer Tengler Investments, Inc. 0.00% Reduce -2.7% 2,610 $3K

"% of holder's portfolio" is DUKE ENERGY CORP (DUK 4.125 04/15/26)'s weight in each manager's 13F, not the share of Duke Energy Corp. (duk 4.125 04/15/26) the manager owns.