Duke EnergyDUK

13F holders, Q2 2024 (June 30)
1,966holders +64
147new positions
82sold out
6famous investors
$100.20avg. 13F price*

At the end of Q2 2024, 1,966 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 64 from Q1 2024. 147 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($7.1B), BlackRock Inc. ($5.9B) and State Street Corp. ($3.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Duke Energy Corp.
Sector
Utilities
CUSIP
26441C204
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,902Q1 2024Q2 2024: 1,966Q2 2024Q3 2024: 2,062Q3 2024Q4 2024: 2,191Q4 2024Q1 2025: 2,257Q1 2025Q2 2025: 2,270Q2 2025Q3 2025: 2,330Q3 2025Q4 2025: 2,399Q4 2025Q1 2026: 2,483Q1 2026Q2 2026: 2,489Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions147$284.1M
Exits82$150.6M

All 13F filers, Q1 2024 → Q2 2024: 22,495,091 shares bought and 18,582,649 shares sold, net +3,912,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,966 holders

Vanguard Group Inc. 0.14% Add +0.8% 71,227,126 $7.1B
BlackRock Inc. 0.13% Add +2.9% 58,481,835 $5.9B
State Street Corp. 0.17% Reduce -0.7% 38,188,823 $3.8B
Wellington Management Group LLP 0.35% Reduce -3.3% 19,505,694 $2.0B
Massachusetts Financial Services Co. 0.56% Reduce -1.8% 18,274,591 $1.8B
Geode Capital Management, LLC 0.15% Add +3.0% 17,045,874 $1.7B
Morgan Stanley 0.09% Add +0.8% 10,977,944 $1.1B
Capital Research Global Investors 0.23% Reduce -11.0% 10,227,930 $1.0B
Bank of America Corp. 0.09% Add +3.4% 9,105,221 $912.6M
Franklin Resources Inc. 0.27% Add +1.8% 8,699,109 $871.9M
Charles Schwab Investment Management Inc. 0.16% Reduce -0.2% 8,592,332 $861.2M
Royal Bank of Canada 0.20% Reduce -4.3% 8,252,081 $827.1M
Northern Trust Corp. 0.13% Add +3.6% 7,790,517 $780.8M
FMR LLC 0.05% Reduce -2.9% 7,669,960 $768.8M
Legal & General Group Plc 0.18% Reduce -7.8% 6,204,844 $621.9M
American Century Companies Inc. 0.35% Reduce -10.4% 5,703,710 $571.7M
Federated Hermes, Inc. 1.29% Reduce -2.4% 5,439,042 $545.2M
Bank of New York Mellon Corp 0.10% Reduce -1.8% 5,148,080 $516.0M
Neuberger Berman Group LLC 0.36% Reduce -12.4% 4,376,683 $438.7M
Invesco Ltd. 0.09% Reduce -4.0% 4,367,309 $437.7M
Wells Fargo & Company 0.10% Add +1.6% 4,032,861 $404.2M
Macquarie Group Ltd. 0.44% Reduce -9.5% 3,845,857 $385.5M
California Public Employees Retirement System 0.28% Reduce -17.0% 3,746,354 $375.5M
State Farm Mutual Automobile Insurance Co. 0.32% No change 3,569,308 $357.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +21.1% 3,536,549 $354.5M
JPMorgan Chase & Co. 0.03% Reduce -8.3% 3,437,229 $344.5M
Nuveen Asset Management, LLC 0.09% Reduce -8.5% 3,151,584 $318.5M
Mitsubishi UFJ Trust & Banking Corp 0.76% Reduce -8.2% 3,174,750 $318.2M
Goldman Sachs Group Inc. 0.06% Add +14.2% 3,148,872 $315.6M
UBS Group AG 0.09% Add +17.9% 2,794,737 $280.1M
GQG Partners LLC 0.40% Add +4021.6% 2,599,671 $260.6M
Cohen & Steers, Inc. 0.54% Add +91.3% 2,575,669 $258.2M
Envestnet Asset Management Inc. 0.09% Add +1.7% 2,471,035 $247.7M
Raymond James & Associates 0.16% Add +28.3% 2,469,305 $247.5M
Caisse de depot et placement du Quebec 0.59% Add +51.9% 2,423,745 $242.9M
Cullen Capital Management, LLC 2.69% Reduce -3.4% 2,330,956 $233.6M
Swiss National Bank 0.16% Reduce -1.0% 2,284,141 $228.9M
Mackenzie Financial Corp. 0.31% Add +65.7% 2,052,969 $205.8M
Ensign Peak Advisors, Inc 0.37% Reduce -1.7% 2,016,455 $202.1M
Barclays PLC 0.09% Reduce -9.9% 1,975,418 $198.0M
Dimensional Fund Advisors LP 0.05% Add +15.2% 1,816,758 $182.1M
Amundi 0.07% Add +87.2% 1,802,847 $180.0M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -7.5% 1,792,278 $179.6M
LPL Financial LLC 0.08% Add +3.6% 1,625,990 $163.0M
National Pension Service 0.18% Add +1.8% 1,571,654 $157.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.03% Add +0.1% 1,548,129 $155.2M
First Trust Advisors LP 0.16% Reduce -12.9% 1,538,078 $154.2M
Bank of Montreal 0.04% Add +10.8% 1,447,014 $146.6M
Rhumbline Advisers 0.13% Reduce -1.1% 1,394,976 $139.8M
Canada Pension Plan Investment Board 0.13% Add +8.0% 1,351,527 $135.5M
APG Asset Management N.V. 0.24% Reduce -11.9% 1,422,553 $133.0M
Bessemer Group Inc. 0.23% Reduce -1.3% 1,321,372 $132.4M
BNP Paribas Financial Markets 0.14% Add +42.6% 1,305,931 $130.9M
Victory Capital Management Inc. 0.13% Add +18.7% 1,301,683 $130.5M
T. Rowe Price Associates Inc. 0.01% Add +2.5% 1,233,538 $123.6M
Voya Investment Management LLC 0.13% Add +2.9% 1,155,658 $115.8M
Ameriprise Financial Inc. 0.03% Reduce -2.9% 1,118,845 $112.1M
Empower Advisory Group, LLC 0.41% Add +1.4% 1,104,555 $110.7M
Great Lakes Advisors, LLC 0.98% Reduce -6.1% 1,097,471 $110.0M
Adage Capital Partners Gp, L.L.C. 0.20% Add +40.9% 1,065,313 $106.8M
HSBC Holdings PLC 0.07% Reduce -21.3% 1,052,544 $105.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +13.1% 1,027,497 $103.0M
California State Teachers Retirement System 0.13% Reduce -3.2% 1,025,400 $102.8M
Mariner, LLC 0.20% Add +3.2% 1,022,690 $102.5M
Thrivent Financial for Lutherans 0.20% Add +7.4% 1,001,781 $100.4M
Deutsche Bank AG 0.04% Add +14.7% 964,893 $96.7M
Russell Investments Group, Ltd. 0.15% Add +1.2% 956,974 $95.9M
Capital Wealth Planning, LLC 1.00% Reduce -51.5% 956,725 $95.9M
Principal Financial Group Inc. 0.05% Reduce -1.3% 922,725 $92.5M
Manufacturers Life Insurance Company, The 0.09% Add +2.4% 914,613 $91.7M
New York State Common Retirement Fund 0.12% Reduce -1.0% 899,791 $90.2M
Alliancebernstein L.P. 0.03% Reduce -1.5% 815,234 $81.7M
Truist Financial Corp. 0.12% Reduce -5.0% 807,493 $80.9M
Nordea Investment Management AB 0.09% Reduce -21.5% 797,987 $79.9M
Cincinnati Insurance Co. 1.32% No change 794,816 $79.7M
Prudential Financial Inc. 0.12% Add +5.7% 773,285 $77.5M
State Board of Administration of Florida Retirement System 0.15% Reduce -17.5% 771,933 $77.4M
Raymond James Financial Services Advisors, Inc. 0.11% Add +2.7% 766,450 $76.8M
Stifel Financial Corp. 0.09% Reduce -0.7% 765,758 $76.8M
ExodusPoint Capital Management, LP 0.83% Reduce -31.2% 755,728 $75.7M
Jane Street Group, LLC 0.08% Add +512.2% 717,681 $71.9M
Maple-Brown Abbott Ltd 7.58% Reduce -26.3% 717,120 $71.9M
New York State Teachers Retirement System 0.15% Reduce -4.6% 705,426 $70.7M
Sei Investments Co. 0.10% Add +2.5% 705,388 $70.7M
Citigroup Inc. 0.07% Add +16.5% 702,025 $70.4M
Natixis Advisors, LLC 0.14% Reduce -0.2% 659,503 $66.1M
Janney Montgomery Scott LLC 0.20% Add +5.0% 659,400 $66.1M
Assenagon Asset Management S.A. 0.16% Reduce -25.4% 658,198 $66.0M
Bartlett & Co. Wealth Management LLC 0.95% Reduce -0.6% 624,314 $62.6M
Korea Investment CORP 0.15% Add +27.3% 603,377 $60.5M
Junto Capital Management LP 1.25% New 566,955 $56.8M
Fort Washington Investment Advisors Inc. 0.37% Reduce -11.5% 562,496 $56.4M
Old Republic International Corp. 2.29% No change 560,731 $56.2M
Commonwealth Equity Services, LLC 0.09% Add +1.8% 558,943 $56.0M
AQR Capital Management 0.08% Add +34.9% 550,332 $55.2M
PNC Financial Services Group, Inc. 0.04% Reduce -2.3% 546,754 $54.8M
Baird Financial Group, Inc. 0.11% Reduce -5.5% 536,056 $53.7M
Verition Fund Management LLC 0.46% Add +43.5% 533,729 $53.5M
HighTower Advisors, LLC 0.08% Reduce -2.9% 506,809 $50.9M
Brookfield Corp 0.30% Add +25.8% 471,738 $47.3M

"% of holder's portfolio" is DUK's weight in each manager's 13F, not the share of Duke Energy Corp. the manager owns.

Show all 1,966 holders