Duke EnergyDUK
13F holders, Q1 2024 (March 31)1,902holders
7famous investors
$96.63avg. 13F price*
At the end of Q1 2024, 1,902 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.8B), BlackRock Inc. ($5.5B) and State Street Corp. ($3.7B). 7 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Duke Energy Corp.
- Sector
- Utilities
- CUSIP
- 26441C204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 120 | $334.5M |
| Exits | 115 | $116.9M |
Ownership 1,902 holders
| Vanguard Group Inc. | 0.14% | Add +0.5% | 70,675,702 | $6.8B |
| BlackRock Inc. | 0.13% | Reduce -2.0% | 56,852,101 | $5.5B |
| State Street Corp. | 0.17% | Reduce -7.8% | 38,462,060 | $3.7B |
| Wellington Management Group LLP | 0.35% | Reduce -11.3% | 20,165,622 | $2.0B |
| Massachusetts Financial Services Co. | 0.54% | Reduce -0.5% | 18,606,574 | $1.8B |
| Geode Capital Management, LLC | 0.15% | Add +7.3% | 16,552,410 | $1.6B |
| Capital Research Global Investors | 0.25% | Add +3.2% | 11,493,340 | $1.1B |
| Morgan Stanley | 0.08% | Add +4.9% | 10,895,970 | $1.1B |
| Bank of America Corp. | 0.08% | Add +4.2% | 8,807,246 | $851.7M |
| Royal Bank of Canada | 0.20% | Reduce -3.0% | 8,620,236 | $833.7M |
| Franklin Resources Inc. | 0.26% | Add +5.4% | 8,549,615 | $826.8M |
| Charles Schwab Investment Management Inc. | 0.19% | Add +1.1% | 8,606,139 | $802.0M |
| FMR LLC | 0.05% | Reduce -30.0% | 7,899,968 | $764.0M |
| Northern Trust Corp. | 0.13% | Reduce -2.0% | 7,521,230 | $727.4M |
| Legal & General Group Plc | 0.19% | Reduce -0.3% | 6,729,210 | $650.8M |
| American Century Companies Inc. | 0.39% | Add +15.3% | 6,363,361 | $615.4M |
| Federated Hermes, Inc. | 1.24% | Reduce -3.4% | 5,575,016 | $539.2M |
| Bank of New York Mellon Corp | 0.10% | Reduce -5.1% | 5,240,349 | $506.8M |
| Neuberger Berman Group LLC | 0.40% | Reduce -23.0% | 4,997,386 | $483.2M |
| Invesco Ltd. | 0.09% | Reduce -3.9% | 4,550,951 | $440.1M |
| California Public Employees Retirement System | 0.31% | Reduce -3.1% | 4,514,864 | $436.6M |
| Macquarie Group Ltd. | 0.47% | Reduce -2.3% | 4,249,414 | $411.0M |
| Wells Fargo & Company | 0.10% | Add +0.3% | 3,968,232 | $383.8M |
| JPMorgan Chase & Co. | 0.03% | Add +17.1% | 3,749,630 | $362.6M |
| State Farm Mutual Automobile Insurance Co. | 0.31% | No change | 3,569,308 | $345.2M |
| Nuveen Asset Management, LLC | 0.10% | Add +24.5% | 3,443,972 | $338.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.76% | Reduce -11.0% | 3,457,297 | $332.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -0.5% | 2,921,654 | $282.6M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -12.4% | 2,758,587 | $266.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +3.4% | 2,430,792 | $235.1M |
| Cullen Capital Management, LLC | 2.60% | Add +26.9% | 2,411,631 | $233.2M |
| UBS Group AG | 0.08% | Add +15.3% | 2,369,543 | $229.2M |
| Swiss National Bank | 0.16% | Reduce -4.2% | 2,308,141 | $223.2M |
| Barclays PLC | 0.10% | Reduce -27.0% | 2,193,610 | $212.1M |
| Ensign Peak Advisors, Inc | 0.36% | Reduce -8.8% | 2,051,222 | $198.4M |
| Capital Wealth Planning, LLC | 2.04% | Add +1.6% | 1,973,369 | $190.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -1.1% | 1,938,431 | $187.5M |
| Raymond James & Associates | 0.13% | Add +1.9% | 1,924,229 | $186.1M |
| First Trust Advisors LP | 0.17% | Reduce -5.9% | 1,766,686 | $170.9M |
| Caisse de depot et placement du Quebec | 0.37% | Add +39.6% | 1,595,694 | $154.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.7% | 1,576,622 | $152.5M |
| LPL Financial LLC | 0.08% | Add +0.5% | 1,569,361 | $151.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.02% | Add +6.6% | 1,546,232 | $149.5M |
| National Pension Service | 0.18% | Add +1.5% | 1,544,168 | $149.3M |
| APG Asset Management N.V. | 0.25% | Add +2.1% | 1,615,621 | $144.7M |
| Rhumbline Advisers | 0.13% | Add +1.7% | 1,409,862 | $136.3M |
| Cohen & Steers, Inc. | 0.27% | Add +385.6% | 1,346,147 | $130.2M |
| Bessemer Group Inc. | 0.23% | Reduce -5.6% | 1,338,893 | $129.5M |
| HSBC Holdings PLC | 0.09% | Add +22.7% | 1,337,341 | $129.3M |
| Bank of Montreal | 0.04% | Reduce -13.1% | 1,306,394 | $125.6M |
| Canada Pension Plan Investment Board | 0.13% | Reduce -3.3% | 1,251,527 | $121.0M |
| Mackenzie Financial Corp. | 0.17% | Add +136.8% | 1,239,225 | $119.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.4% | 1,203,916 | $116.4M |
| Great Lakes Advisors, LLC | 0.96% | Add +16.8% | 1,169,263 | $113.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.1% | 1,152,132 | $111.4M |
| Voya Investment Management LLC | 0.12% | Add +191.8% | 1,123,533 | $108.7M |
| ExodusPoint Capital Management, LP | 1.31% | New | 1,098,157 | $106.2M |
| Victory Capital Management Inc. | 0.11% | Add +33.2% | 1,096,960 | $106.1M |
| Empower Advisory Group, LLC | 0.39% | Add +7.1% | 1,089,812 | $105.4M |
| Marshall Wace, LLP | 0.18% | Add +892.5% | 1,084,624 | $104.9M |
| California State Teachers Retirement System | 0.13% | Reduce -3.7% | 1,058,838 | $102.4M |
| Nordea Investment Management AB | 0.12% | Reduce -2.7% | 1,016,117 | $97.9M |
| Mariner, LLC | 0.20% | Add +0.6% | 991,127 | $95.8M |
| Maple-Brown Abbott Ltd | 9.63% | Reduce -2.2% | 973,160 | $94.1M |
| Two Sigma Investments, LP | 0.24% | Reduce -22.1% | 959,875 | $92.8M |
| Amundi | 0.04% | Reduce -44.9% | 963,147 | $92.4M |
| Russell Investments Group, Ltd. | 0.14% | Add +6.1% | 945,845 | $91.5M |
| Principal Financial Group Inc. | 0.05% | Add +1.6% | 935,091 | $90.4M |
| State Board of Administration of Florida Retirement System | 0.21% | Add +12.0% | 935,539 | $90.3M |
| Thrivent Financial for Lutherans | 0.18% | Add +3.8% | 932,933 | $90.2M |
| BNP Paribas Financial Markets | 0.11% | Add +44.0% | 915,875 | $88.6M |
| New York State Common Retirement Fund | 0.12% | Reduce -1.6% | 909,272 | $87.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.12% | Add +17.9% | 908,285 | $87.8M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -6.6% | 892,864 | $86.3M |
| Assenagon Asset Management S.A. | 0.23% | Add +4163.9% | 882,552 | $85.4M |
| Truist Financial Corp. | 0.12% | Reduce -4.5% | 850,053 | $82.2M |
| Deutsche Bank AG | 0.04% | Add +2.6% | 841,584 | $81.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -6.7% | 827,998 | $80.1M |
| Cincinnati Insurance Co. | 1.26% | Add +51.8% | 794,816 | $76.9M |
| Credit Suisse AG/ | 0.07% | Reduce -6.3% | 784,726 | $75.9M |
| Stifel Financial Corp. | 0.08% | Add +4.0% | 770,739 | $74.5M |
| Adage Capital Partners Gp, L.L.C. | 0.14% | Add +73.4% | 756,213 | $73.1M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -4.4% | 746,294 | $72.2M |
| New York State Teachers Retirement System | 0.15% | Reduce -2.6% | 739,435 | $71.5M |
| Prudential Financial Inc. | 0.10% | Add +21.2% | 731,686 | $70.8M |
| Sei Investments Co. | 0.10% | Add +25.6% | 687,819 | $66.5M |
| Natixis Advisors, LLC | 0.15% | Add +4.3% | 660,550 | $63.9M |
| Penserra Capital Management LLC | 0.78% | Reduce -1.1% | 643,550 | $62.2M |
| Fort Washington Investment Advisors Inc. | 0.40% | Reduce -6.3% | 635,392 | $61.4M |
| Janney Montgomery Scott LLC | 0.18% | Add +0.6% | 628,293 | $60.8M |
| Bartlett & Co. Wealth Management LLC | 0.93% | Add +2.1% | 627,818 | $60.7M |
| Citigroup Inc. | 0.06% | Add +13.8% | 602,724 | $58.3M |
| Reaves W H & Co. Inc. | 2.07% | Reduce -15.6% | 587,055 | $56.8M |
| Baird Financial Group, Inc. | 0.12% | Reduce -0.4% | 567,000 | $54.8M |
| Old Republic International Corp. | 2.13% | No change | 560,731 | $54.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.8% | 559,712 | $54.1M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.7% | 548,940 | $53.1M |
| Two Sigma Advisers, LP | 0.12% | Reduce -28.6% | 523,200 | $50.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -1.4% | 522,058 | $50.5M |
| Epoch Investment Partners, Inc. | 0.21% | Reduce -7.3% | 485,596 | $47.0M |
"% of holder's portfolio" is DUK's weight in each manager's 13F, not the share of Duke Energy Corp. the manager owns.