Duke EnergyDUK

13F holders, Q2 2025 (June 30)
2,270holders +13
125new positions
117sold out
8famous investors
$117.86avg. 13F price*

At the end of Q2 2025, 2,270 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 13 from Q1 2025. 125 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($8.9B), BlackRock, Inc. ($7.9B) and State Street Corp. ($4.9B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions125$340.3M
Exits117$156.2M

All 13F filers, Q1 2025 → Q2 2025: 27,434,982 shares bought and 20,901,093 shares sold, net +6,533,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,270 holders

Vanguard Group Inc. 0.14% Add +1.6% 75,716,783 $8.9B
BlackRock, Inc. 0.15% Add +5.8% 66,820,471 $7.9B
State Street Corp. 0.18% Add +2.8% 41,655,462 $4.9B
Geode Capital Management, LLC 0.15% Add +1.7% 18,684,447 $2.2B
Massachusetts Financial Services Co. 0.64% Reduce -5.2% 17,174,810 $2.0B
FMR LLC 0.09% Reduce -5.7% 13,372,558 $1.6B
Wellington Management Group LLP 0.28% Reduce -6.9% 13,236,918 $1.6B
Morgan Stanley 0.09% Add +6.6% 12,266,728 $1.4B
GQG Partners LLC 1.82% Add +5.9% 10,856,444 $1.3B
Charles Schwab Investment Management Inc. 0.18% Add +0.4% 8,691,150 $1.0B
Royal Bank of Canada 0.19% Reduce -6.4% 8,354,023 $985.8M
Bank of America Corp. 0.08% Reduce -6.5% 8,138,654 $960.4M
Northern Trust Corp. 0.13% Reduce -5.2% 7,726,997 $911.8M
Franklin Resources Inc. 0.22% Reduce -3.8% 6,993,487 $825.2M
Legal & General Group Plc 0.19% Add +3.5% 6,338,489 $747.9M
Raymond James Financial Inc. 0.22% Add +9.7% 5,330,635 $629.0M
Nuveen, LLC 0.17% Reduce -7.5% 5,327,447 $628.6M
Capital Research Global Investors 0.12% Add +2.0% 5,020,467 $592.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +36.0% 4,942,340 $583.2M
Goldman Sachs Group Inc. 0.09% Add +11.9% 4,878,800 $575.7M
Bank of New York Mellon Corp 0.11% Reduce -4.4% 4,858,002 $573.2M
Invesco Ltd. 0.09% Add +4.9% 4,657,868 $549.6M
Wells Fargo & Company 0.09% Add +0.6% 3,594,984 $424.2M
State Farm Mutual Automobile Insurance Co. 0.37% No change 3,569,308 $421.2M
JPMorgan Chase & Co. 0.03% Add +8.9% 3,482,162 $410.9M
Federated Hermes, Inc. 0.77% Add +0.0% 3,477,679 $410.4M
UBS Group AG 0.07% Reduce -15.8% 3,037,105 $358.4M
Barclays PLC 0.14% Add +11.1% 3,024,905 $356.9M
American Century Companies Inc. 0.19% Add +12.4% 2,980,083 $351.7M
California Public Employees Retirement System 0.22% Reduce -14.7% 2,946,412 $347.7M
Mitsubishi UFJ Trust & Banking Corp 0.75% Add +21.1% 2,726,823 $321.8M
Mackenzie Financial Corp. 0.41% Add +19.1% 2,681,628 $316.4M
Envestnet Asset Management Inc. 0.09% Add +0.5% 2,642,230 $311.8M
Swiss National Bank 0.17% Add +8.0% 2,352,141 $277.6M
Capital Wealth Planning, LLC 2.08% Add +3.0% 2,234,634 $263.7M
Caisse de depot et placement du Quebec 0.55% Add +31.7% 2,193,603 $258.8M
Deutsche Bank AG 0.09% Add +35.1% 2,156,852 $254.5M
Amundi 0.09% Reduce -15.6% 2,100,706 $245.9M
Cullen Capital Management, LLC 2.75% Reduce -3.1% 2,049,613 $241.9M
National Pension Service 0.20% Add +0.7% 2,011,627 $237.4M
Ensign Peak Advisors, Inc 0.40% Add +28.9% 1,985,007 $234.2M
LPL Financial LLC 0.08% Add +9.4% 1,974,303 $233.0M
Dimensional Fund Advisors LP 0.05% Add +0.3% 1,945,404 $229.5M
Macquarie Group Ltd. 0.28% Reduce -23.7% 1,943,100 $229.3M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +2.4% 1,917,951 $226.3M
Neuberger Berman Group LLC 0.16% Reduce -32.3% 1,771,871 $209.0M
Bank of Montreal 0.10% Add +30.5% 1,667,379 $196.8M
HSBC Holdings PLC 0.12% Add +5.3% 1,611,317 $189.9M
Cohen & Steers, Inc. 0.34% Add +55.0% 1,585,844 $187.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.93% Add +1.6% 1,497,554 $176.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +7.3% 1,491,569 $176.0M
OMERS ADMINISTRATION Corp 1.36% Add +64.4% 1,472,321 $173.7M
Voya Investment Management LLC 0.19% Add +24.8% 1,376,503 $162.3M
T. Rowe Price Associates Inc. 0.02% Add +2.8% 1,354,829 $159.9M
Rhumbline Advisers 0.13% Reduce -0.7% 1,282,585 $151.3M
Empower Advisory Group, LLC 0.44% Add +4.9% 1,254,496 $148.0M
Russell Investments Group, Ltd. 0.19% Add +11.9% 1,246,937 $147.1M
Bessemer Group Inc. 0.24% Add +0.9% 1,241,431 $146.5M
Thrivent Financial for Lutherans 0.32% Reduce -5.9% 1,208,414 $142.6M
Mariner, LLC 0.18% Add +1.4% 1,085,637 $128.1M
AQR Capital Management 0.10% Reduce -8.1% 1,082,384 $126.5M
Duff & Phelps Investment Management Co. 1.45% Add +4.3% 1,043,069 $123.1M
Principal Financial Group Inc. 0.06% Add +6.3% 1,016,077 $119.9M
Canada Pension Plan Investment Board 0.10% Add +4.7% 986,253 $116.4M
Point72 Asset Management 0.29% Add +48.7% 978,236 $115.4M
Ameriprise Financial Inc. 0.03% Reduce -12.7% 943,747 $111.4M
California State Teachers Retirement System 0.12% Add +1.3% 931,644 $109.9M
First Trust Advisors LP 0.08% Reduce -57.6% 873,445 $103.1M
Citigroup Inc. 0.07% Reduce -20.9% 870,780 $102.8M
Manufacturers Life Insurance Company, The 0.09% Reduce -3.0% 867,662 $102.4M
Alliancebernstein L.P. 0.03% Reduce -1.9% 861,874 $101.7M
Natixis Advisors, LLC 0.16% Add +9.5% 851,580 $100.5M
Great Lakes Advisors, LLC 0.81% Reduce -8.3% 839,312 $96.5M
Stifel Financial Corp. 0.09% Add +5.6% 806,277 $95.1M
New York State Common Retirement Fund 0.13% Reduce -1.0% 801,576 $94.6M
Jones Financial Companies LLLP 0.07% Add +18.8% 805,219 $94.2M
Cincinnati Insurance Co. 1.58% No change 794,816 $93.8M
Focus Partners Wealth 0.20% Add +5.4% 780,714 $92.1M
HighTower Advisors, LLC 0.11% Reduce -1.2% 766,610 $90.5M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +65.7% 761,006 $89.8M
Schroder Investment Management Group 0.08% Reduce -11.1% 756,731 $89.3M
APG Asset Management N.V. 0.26% Add +320.7% 870,729 $87.5M
Zimmer Partners, LP 2.00% Reduce -51.1% 738,429 $87.1M
State Board of Administration of Florida Retirement System 0.15% Add +1.2% 735,318 $86.8M
Truist Financial Corp. 0.13% Reduce -1.9% 727,119 $85.8M
BNP Paribas Financial Markets 0.07% Reduce -54.2% 726,257 $85.7M
Nordea Investment Management AB 0.08% Reduce -27.6% 733,420 $85.7M
Wealth Enhancement Advisory Services, LLC 0.13% Add +7.6% 679,597 $79.7M
PNC Financial Services Group, Inc. 0.05% Reduce -1.9% 664,992 $78.5M
Janney Montgomery Scott LLC 0.20% Reduce -1.2% 638,356 $75.3M
New York State Teachers Retirement System 0.15% Add +0.0% 624,867 $73.7M
Korea Investment CORP 0.16% Reduce -4.3% 612,215 $72.2M
Adage Capital Partners Gp, L.L.C. 0.12% Reduce -46.0% 611,913 $72.2M
Commonwealth Equity Services, LLC 0.09% Reduce -0.9% 596,308 $70.4M
Baird Financial Group, Inc. 0.12% Reduce -6.5% 596,080 $70.3M
Bartlett & Co. Wealth Management LLC 0.97% Reduce -0.1% 589,701 $69.6M
Soroban Capital Partners LP 0.66% Add +17.5% 570,458 $67.3M
Victory Capital Management Inc. 0.04% Reduce -23.9% 567,259 $66.9M
National Bank of Canada 0.07% Reduce -21.6% 560,021 $66.1M
Marshall Wace, LLP 0.08% Add +1112.3% 557,625 $65.8M

"% 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 2,270 holders