Duke EnergyDUK

13F holders, Q1 2025 (March 31)
2,257holders +66
205new positions
120sold out
9famous investors
$121.94avg. 13F price*

At the end of Q1 2025, 2,257 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 66 from Q4 2024. 205 opened new positions and 120 sold out. The largest holders were Vanguard Group Inc. ($9.1B), BlackRock, Inc. ($7.7B) and State Street Corp. ($4.9B). 9 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions205$304.4M
Exits120$580.1M

All 13F filers, Q4 2024 → Q1 2025: 41,765,748 shares bought and 26,893,243 shares sold, net +14,872,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,257 holders

Vanguard Group Inc. 0.16% Add +2.3% 74,562,000 $9.1B
BlackRock, Inc. 0.16% Add +0.9% 63,146,260 $7.7B
State Street Corp. 0.20% Add +2.0% 40,509,850 $4.9B
Geode Capital Management, LLC 0.18% Add +2.8% 18,365,446 $2.2B
Massachusetts Financial Services Co. 0.73% Add +0.1% 18,107,625 $2.2B
Wellington Management Group LLP 0.33% Reduce -11.7% 14,221,646 $1.7B
FMR LLC 0.11% Add +23.2% 14,177,998 $1.7B
Morgan Stanley 0.10% Add +2.9% 11,510,256 $1.4B
GQG Partners LLC 1.99% Add +17880.0% 10,249,508 $1.3B
Royal Bank of Canada 0.24% Add +4.9% 8,921,517 $1.1B
Bank of America Corp. 0.09% Add +16.2% 8,706,930 $1.1B
Charles Schwab Investment Management Inc. 0.20% Add +1.1% 8,656,244 $1.1B
Northern Trust Corp. 0.15% Add +1.9% 8,153,615 $994.5M
Franklin Resources Inc. 0.26% Reduce -9.0% 7,267,505 $886.4M
Legal & General Group Plc 0.20% Add +3.0% 6,121,948 $746.7M
Nuveen, LLC 0.21% — 5,758,388 $702.4M
Bank of New York Mellon Corp 0.12% Reduce -1.4% 5,079,808 $619.6M
Capital Research Global Investors 0.13% Reduce -12.3% 4,922,866 $600.4M
Raymond James Financial Inc. 0.22% Add +89.9% 4,861,309 $592.9M
Invesco Ltd. 0.10% Reduce -10.7% 4,438,435 $541.4M
Goldman Sachs Group Inc. 0.10% Add +54.8% 4,360,511 $531.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +13.7% 3,632,655 $443.1M
UBS Group AG 0.10% Add +45.7% 3,607,500 $440.0M
Wells Fargo & Company 0.11% Reduce -0.7% 3,574,387 $436.0M
State Farm Mutual Automobile Insurance Co. 0.40% No change 3,569,308 $435.3M
Federated Hermes, Inc. 0.92% Add +8.5% 3,476,604 $424.0M
California Public Employees Retirement System 0.29% Reduce -2.1% 3,453,926 $421.3M
JPMorgan Chase & Co. 0.03% Add +7.0% 3,197,884 $390.0M
Barclays PLC 0.15% Add +126.2% 2,722,172 $332.0M
American Century Companies Inc. 0.20% Reduce -28.1% 2,650,534 $323.3M
Envestnet Asset Management Inc. 0.10% Add +9.5% 2,628,423 $320.6M
Neuberger Berman Group LLC 0.27% Reduce -12.0% 2,616,367 $318.9M
Macquarie Group Ltd. 0.39% Reduce -15.9% 2,545,442 $310.5M
Amundi 0.11% Add +0.0% 2,489,941 $308.9M
Mitsubishi UFJ Trust & Banking Corp 0.72% Reduce -8.2% 2,252,498 $274.7M
Mackenzie Financial Corp. 0.39% Reduce -2.4% 2,251,170 $274.6M
Swiss National Bank 0.19% Reduce -0.1% 2,178,641 $265.7M
Capital Wealth Planning, LLC 2.29% Add +5.0% 2,169,182 $264.6M
Cullen Capital Management, LLC 2.98% Reduce -1.2% 2,115,647 $258.0M
First Trust Advisors LP 0.22% Add +23.6% 2,059,947 $251.3M
National Pension Service 0.23% Add +7.0% 1,997,914 $243.7M
Dimensional Fund Advisors LP 0.06% Add +2.5% 1,939,782 $236.6M
Sumitomo Mitsui Trust Group, Inc. 0.16% Add +0.8% 1,872,969 $228.4M
LPL Financial LLC 0.09% Add +9.1% 1,804,859 $220.1M
Caisse de depot et placement du Quebec 0.43% Add +18.9% 1,665,803 $203.2M
Deutsche Bank AG 0.08% Add +6.0% 1,596,653 $194.7M
BNP Paribas Financial Markets 0.15% Add +7.3% 1,586,232 $193.5M
Ensign Peak Advisors, Inc 0.36% Add +1.7% 1,539,999 $187.8M
HSBC Holdings PLC 0.12% Reduce -4.1% 1,529,697 $186.1M
Zimmer Partners, LP 3.74% Reduce -25.4% 1,511,629 $184.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 1.06% Add +0.8% 1,474,013 $179.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.16% Add +13.1% 1,390,741 $169.6M
T. Rowe Price Associates Inc. 0.02% Reduce -5.2% 1,317,476 $160.7M
Rhumbline Advisers 0.15% Reduce -4.8% 1,290,940 $157.5M
Thrivent Financial for Lutherans 0.35% Reduce -0.0% 1,284,671 $156.6M
Bank of Montreal 0.08% Reduce -16.0% 1,277,398 $155.8M
Bessemer Group Inc. 0.27% Reduce -5.3% 1,230,644 $150.1M
Empower Advisory Group, LLC 0.48% Add +3.2% 1,196,214 $145.9M
AQR Capital Management 0.15% Add +67.3% 1,177,587 $143.1M
Adage Capital Partners Gp, L.L.C. 0.26% Add +359.1% 1,132,613 $138.1M
Russell Investments Group, Ltd. 0.19% Add +31.3% 1,114,249 $135.9M
Voya Investment Management LLC 0.18% Add +20.1% 1,102,810 $134.5M
Citigroup Inc. 0.10% Add +110.8% 1,100,985 $134.3M
Ameriprise Financial Inc. 0.04% Add +12.9% 1,081,224 $131.9M
Mariner, LLC 0.22% Add +3.3% 1,071,017 $130.6M
Zurich Insurance Group Ltd 1.04% Add +131.9% 1,055,482 $128.7M
Cohen & Steers, Inc. 0.23% Reduce -59.6% 1,023,067 $124.8M
Nordea Investment Management AB 0.13% Add +1.6% 1,012,352 $123.6M
Duff & Phelps Investment Management Co. 1.43% Add +12.6% 1,000,405 $122.0M
Principal Financial Group Inc. 0.07% Add +0.0% 955,722 $116.6M
Canada Pension Plan Investment Board 0.11% Reduce -45.0% 942,325 $114.9M
California State Teachers Retirement System 0.14% Add +0.0% 919,869 $112.2M
Great Lakes Advisors, LLC 1.00% Reduce -19.0% 915,217 $111.6M
OMERS ADMINISTRATION Corp 0.96% Add +2682.0% 895,647 $109.2M
Manufacturers Life Insurance Company, The 0.10% Reduce -2.1% 894,609 $109.1M
Alliancebernstein L.P. 0.04% Add +10.3% 878,955 $107.2M
Schroder Investment Management Group 0.10% Reduce -4.6% 851,312 $101.7M
New York State Common Retirement Fund 0.15% Reduce -3.3% 809,836 $98.8M
Cincinnati Insurance Co. 1.69% No change 794,816 $96.9M
Qube Research & Technologies Ltd 0.15% Add +119.0% 782,711 $95.5M
Natixis Advisors, LLC 0.18% Add +9.5% 777,607 $94.8M
HighTower Advisors, LLC 0.13% Add +1.7% 775,715 $94.6M
Stifel Financial Corp. 0.10% Add +6.5% 763,215 $93.1M
Victory Capital Management Inc. 0.09% Add +34.9% 745,775 $91.0M
Truist Financial Corp. 0.15% Reduce -0.3% 741,561 $90.4M
Focus Partners Wealth 0.23% Add +4.9% 740,630 $90.3M
Brookfield Corp 0.12% Reduce -7.4% 728,028 $88.8M
State Board of Administration of Florida Retirement System 0.18% No change 726,838 $88.7M
National Bank of Canada 0.10% Add +76.7% 713,970 $87.1M
PNC Financial Services Group, Inc. 0.04% Add +29.7% 677,775 $82.7M
Jones Financial Companies LLLP 0.07% Add +32.5% 677,924 $81.2M
Maple-Brown Abbott Ltd 5.49% Add +37.8% 659,883 $80.5M
Point72 Asset Management 0.23% Reduce -40.8% 657,815 $80.2M
Janney Montgomery Scott LLC 0.22% Add +0.8% 645,842 $78.8M
Korea Investment CORP 0.19% Add +2.1% 639,530 $78.0M
Baird Financial Group, Inc. 0.15% Add +22.1% 637,734 $77.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +10.1% 631,566 $77.0M
Bank of Nova Scotia 0.17% Add +229.0% 626,542 $76.4M
New York State Teachers Retirement System 0.18% Reduce -3.5% 624,587 $76.2M
Assenagon Asset Management S.A. 0.14% Reduce -66.8% 622,135 $75.9M

"% 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 2,257 holders