Duke EnergyDUK
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 147 | $284.1M |
| Exits | 82 | $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.