Duke EnergyDUK

13F holders, Q4 2024 (December 31)
2,191holders +129
105new positions
117sold out
10famous investors
$107.74avg. 13F price*

At the end of Q4 2024, 2,191 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 129 from Q3 2024. 105 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($7.9B), BlackRock, Inc. ($6.7B) and State Street Corp. ($4.3B). 10 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions105$467.6M
Exits117$128.4M

All 13F filers, Q3 2024 → Q4 2024: 31,904,428 shares bought and 37,261,769 shares sold, net −5,357,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,191 holders

Vanguard Group Inc. 0.14% Add +1.1% 72,885,939 $7.9B
BlackRock, Inc. 0.14% Add +3.5% 62,561,162 $6.7B
State Street Corp. 0.17% Reduce -0.4% 39,709,764 $4.3B
Massachusetts Financial Services Co. 0.62% Add +0.7% 18,097,796 $1.9B
Geode Capital Management, LLC 0.15% Add +2.2% 17,873,788 $1.9B
Wellington Management Group LLP 0.32% Reduce -9.7% 16,098,656 $1.7B
FMR LLC 0.07% Add +55.7% 11,507,634 $1.2B
Morgan Stanley 0.08% Reduce -0.1% 11,187,571 $1.2B
Charles Schwab Investment Management Inc. 0.17% Add +1.6% 8,562,545 $922.5M
Royal Bank of Canada 0.20% Add +4.4% 8,503,503 $916.2M
Northern Trust Corp. 0.12% Add +6.7% 8,001,073 $862.0M
Franklin Resources Inc. 0.24% Reduce -1.8% 7,989,545 $860.8M
Bank of America Corp. 0.07% Reduce -13.9% 7,493,462 $807.3M
Legal & General Group Plc 0.17% Reduce -0.5% 5,940,499 $640.0M
Capital Research Global Investors 0.12% Reduce -45.1% 5,610,461 $604.5M
Bank of New York Mellon Corp 0.10% Add +2.0% 5,150,232 $554.9M
Invesco Ltd. 0.10% Add +9.5% 4,969,567 $535.4M
Nuveen Asset Management, LLC 0.15% Add +14.8% 4,838,705 $521.3M
American Century Companies Inc. 0.23% Reduce -11.7% 3,688,965 $397.4M
Wells Fargo & Company 0.09% Reduce -5.0% 3,599,379 $387.8M
State Farm Mutual Automobile Insurance Co. 0.35% No change 3,569,308 $384.6M
California Public Employees Retirement System 0.25% Reduce -1.1% 3,529,534 $380.3M
Federated Hermes, Inc. 0.76% Add +2.9% 3,205,479 $345.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +2.8% 3,193,901 $344.1M
Macquarie Group Ltd. 0.39% Reduce -9.3% 3,027,733 $323.0M
JPMorgan Chase & Co. 0.03% Reduce -9.2% 2,988,701 $322.0M
Neuberger Berman Group LLC 0.25% Reduce -9.2% 2,973,890 $320.4M
Goldman Sachs Group Inc. 0.06% Reduce -14.7% 2,817,659 $303.6M
Raymond James Financial Inc. 0.10% — 2,560,361 $275.9M
Cohen & Steers, Inc. 0.52% Reduce -16.9% 2,534,730 $273.1M
Amundi 0.09% Add +29.1% 2,488,849 $269.4M
UBS Group AG 0.06% Reduce -29.2% 2,475,590 $266.7M
Mitsubishi UFJ Trust & Banking Corp 0.62% Reduce -14.0% 2,453,579 $264.3M
Envestnet Asset Management Inc. 0.08% Add +11.6% 2,400,371 $258.6M
Mackenzie Financial Corp. 0.34% Reduce -9.4% 2,306,297 $248.5M
Swiss National Bank 0.16% Reduce -4.8% 2,181,441 $235.0M
Cullen Capital Management, LLC 2.69% Reduce -2.3% 2,141,529 $230.7M
Capital Wealth Planning, LLC 2.06% Add +116.5% 2,065,344 $222.5M
Zimmer Partners, LP 3.79% Add +40.6% 2,027,600 $218.5M
Dimensional Fund Advisors LP 0.05% Add +2.7% 1,891,730 $203.8M
Assenagon Asset Management S.A. 0.36% Add +155.1% 1,873,321 $201.8M
National Pension Service 0.19% Add +4.8% 1,866,763 $201.1M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.7% 1,858,572 $200.2M
Canada Pension Plan Investment Board 0.18% Add +34.1% 1,712,955 $184.6M
First Trust Advisors LP 0.16% Add +11.6% 1,666,892 $179.6M
LPL Financial LLC 0.07% Add +5.2% 1,654,003 $178.2M
Millennium Management 0.16% Add +2418.2% 1,620,506 $174.6M
HSBC Holdings PLC 0.11% Add +27.5% 1,595,834 $171.8M
ExodusPoint Capital Management, LP 1.70% New 1,520,504 $163.8M
Bank of Montreal 0.08% Add +1.1% 1,520,362 $163.8M
Ensign Peak Advisors, Inc 0.29% Reduce -23.2% 1,514,224 $163.1M
Deutsche Bank AG 0.06% Add +15.3% 1,506,729 $162.3M
BNP Paribas Financial Markets 0.12% Add +51.6% 1,479,017 $159.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.98% Reduce -0.4% 1,462,469 $157.6M
Caisse de depot et placement du Quebec 0.31% Reduce -40.7% 1,400,597 $150.9M
T. Rowe Price Associates Inc. 0.02% Reduce -13.2% 1,389,992 $149.8M
Rhumbline Advisers 0.13% Add +0.1% 1,356,368 $146.1M
Bessemer Group Inc. 0.23% Reduce -2.5% 1,298,869 $139.9M
Thrivent Financial for Lutherans 0.27% Add +17.2% 1,285,072 $138.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +8.3% 1,229,327 $132.5M
Barclays PLC 0.06% Reduce -40.2% 1,203,349 $129.6M
Empower Advisory Group, LLC 0.42% Add +3.0% 1,158,815 $124.9M
Great Lakes Advisors, LLC 1.04% Add +2.0% 1,130,085 $121.8M
Point72 Asset Management 0.34% Add +244.4% 1,110,929 $119.7M
Mariner, LLC 0.19% Add +2.7% 1,036,812 $111.7M
Balyasny Asset Management L.P. 0.26% Add +27515.8% 999,692 $107.7M
Nordea Investment Management AB 0.11% Reduce -0.3% 996,285 $107.2M
Citadel Advisors 0.10% Reduce -40.9% 970,548 $104.6M
Ameriprise Financial Inc. 0.03% Reduce -13.3% 957,458 $103.2M
Principal Financial Group Inc. 0.06% Reduce -0.5% 955,579 $103.0M
Two Sigma Investments, LP 0.24% Add +411.9% 933,566 $100.6M
California State Teachers Retirement System 0.12% Reduce -4.2% 919,628 $99.1M
Voya Investment Management LLC 0.12% Reduce -8.5% 917,919 $98.9M
Manufacturers Life Insurance Company, The 0.09% Reduce -0.8% 913,922 $98.5M
Schroder Investment Management Group 0.09% Add +27.7% 892,027 $96.1M
Duff & Phelps Investment Management Co. 1.15% Add +143.3% 888,309 $95.7M
Verition Fund Management LLC 0.48% Add +22.7% 865,216 $93.2M
Russell Investments Group, Ltd. 0.13% Reduce -14.0% 848,770 $91.4M
New York State Common Retirement Fund 0.12% Reduce -0.0% 837,163 $90.2M
Alliancebernstein L.P. 0.03% Reduce -0.5% 797,133 $85.9M
Cincinnati Insurance Co. 1.51% No change 794,816 $85.6M
Brookfield Corp 0.51% Reduce -21.6% 785,901 $84.7M
Renaissance Technologies 0.13% Add +148.4% 784,299 $84.5M
HighTower Advisors, LLC 0.11% Add +31.1% 762,437 $82.1M
Truist Financial Corp. 0.13% Add +1.1% 743,593 $80.1M
State Board of Administration of Florida Retirement System 0.15% Reduce -4.8% 726,838 $78.3M
Stifel Financial Corp. 0.08% Add +1.6% 716,521 $77.2M
Natixis Advisors, LLC 0.14% Add +3.5% 709,944 $76.5M
Focus Partners Wealth 0.20% Add +11.5% 706,196 $76.1M
AQR Capital Management 0.10% Reduce -17.1% 703,842 $75.8M
New York State Teachers Retirement System 0.15% Reduce -2.7% 647,264 $69.7M
Janney Montgomery Scott LLC 0.19% Reduce -1.2% 640,899 $69.1M
Korea Investment CORP 0.16% Reduce -16.7% 626,106 $67.5M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -1.2% 612,162 $66.0M
Mizuho Markets Americas LLC 1.24% New 600,000 $64.6M
Allspring Global Investments Holdings, LLC 0.10% Add +32.4% 597,573 $64.4M
Sei Investments Co. 0.08% Reduce -11.4% 588,539 $63.4M
Commonwealth Equity Services, LLC 0.09% Add +1.2% 585,298 $63.1M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -3.6% 573,876 $61.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Add +341.7% 568,873 $61.3M

"% 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 2,191 holders