Duke EnergyDUK
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 205 | $304.4M |
| Exits | 120 | $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.