Duke EnergyDUK

13F holders, Q3 2025 (September 30)
2,330holders +60
161new positions
85sold out
10famous investors
$123.71avg. 13F price*

At the end of Q3 2025, 2,330 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 60 from Q2 2025. 161 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($9.4B), BlackRock, Inc. ($8.3B) and State Street Corp. ($5.2B). 10 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 Steve Cohen (0.1% of Point72 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions161$254.9M
Exits85$240.3M

All 13F filers, Q2 2025 → Q3 2025: 17,138,513 shares bought and 16,680,975 shares sold, net +457,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,330 holders

Vanguard Group Inc. 0.14% Add +0.8% 76,301,165 $9.4B
BlackRock, Inc. 0.15% Add +0.6% 67,245,096 $8.3B
State Street Corp. 0.18% Add +1.4% 42,257,762 $5.2B
Geode Capital Management, LLC 0.15% Add +2.0% 19,062,258 $2.4B
Massachusetts Financial Services Co. 0.65% Reduce -1.8% 16,869,572 $2.1B
Wellington Management Group LLP 0.28% Reduce -1.4% 13,045,528 $1.6B
FMR LLC 0.08% Reduce -3.3% 12,933,992 $1.6B
Morgan Stanley 0.09% Add +1.5% 12,451,834 $1.5B
GQG Partners LLC 1.96% Reduce -4.9% 10,327,052 $1.3B
Charles Schwab Investment Management Inc. 0.18% Add +2.1% 8,872,752 $1.1B
Bank of America Corp. 0.08% Add +4.1% 8,472,710 $1.0B
Royal Bank of Canada 0.18% Reduce -0.3% 8,324,921 $1.0B
Northern Trust Corp. 0.12% Add +0.4% 7,758,700 $960.1M
Franklin Resources Inc. 0.23% Add +4.1% 7,281,986 $901.1M
Legal & General Group Plc 0.18% Reduce -0.0% 6,335,657 $784.0M
Nuveen, LLC 0.20% Add +14.9% 6,121,891 $757.6M
Raymond James Financial Inc. 0.21% Reduce -0.3% 5,317,557 $658.0M
Goldman Sachs Group Inc. 0.09% Add +7.8% 5,261,838 $651.2M
Capital Research Global Investors 0.12% Add +0.3% 5,033,225 $622.9M
Bank of New York Mellon Corp 0.11% Add +0.3% 4,875,039 $603.3M
Invesco Ltd. 0.09% Reduce -3.9% 4,474,852 $553.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -12.2% 4,341,992 $537.3M
JPMorgan Chase & Co. 0.03% Add +18.2% 4,115,743 $509.3M
Wells Fargo & Company 0.09% Add +1.5% 3,648,295 $451.5M
State Farm Mutual Automobile Insurance Co. 0.37% No change 3,569,308 $441.7M
Federated Hermes, Inc. 0.76% Add +0.2% 3,485,090 $431.3M
American Century Companies Inc. 0.21% Add +10.0% 3,278,731 $405.7M
UBS Group AG 0.07% Reduce -7.8% 2,800,198 $346.5M
Envestnet Asset Management Inc. 0.09% Reduce -0.2% 2,637,162 $326.3M
Caisse de depot et placement du Quebec 0.58% Add +19.1% 2,613,595 $323.4M
Mitsubishi UFJ Trust & Banking Corp 0.69% Reduce -7.5% 2,520,997 $312.0M
California Public Employees Retirement System 0.18% Reduce -16.5% 2,460,757 $304.5M
Capital Wealth Planning, LLC 2.13% Add +9.4% 2,443,886 $302.4M
Mackenzie Financial Corp. 0.37% Reduce -9.1% 2,437,566 $301.6M
OMERS ADMINISTRATION Corp 2.10% Add +60.6% 2,364,972 $292.7M
Barclays PLC 0.11% Reduce -22.5% 2,345,424 $290.2M
LPL Financial LLC 0.08% Add +15.9% 2,287,999 $283.1M
Swiss National Bank 0.16% Reduce -4.7% 2,240,541 $277.3M
National Pension Service 0.20% Add +1.9% 2,050,511 $253.8M
Cullen Capital Management, LLC 2.73% Reduce -1.4% 2,019,977 $250.0M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +3.5% 1,985,043 $245.6M
Dimensional Fund Advisors LP 0.05% Add +0.6% 1,957,374 $242.2M
Ensign Peak Advisors, Inc 0.35% Reduce -12.3% 1,740,566 $215.4M
Amundi 0.07% Reduce -19.2% 1,696,652 $211.0M
Deutsche Bank AG 0.07% Reduce -24.3% 1,631,797 $201.9M
Voya Investment Management LLC 0.22% Add +15.4% 1,588,105 $196.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +4.6% 1,560,564 $193.1M
Macquarie Group Ltd. 0.22% Reduce -23.4% 1,487,862 $184.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.91% Reduce -2.0% 1,467,164 $181.6M
HSBC Holdings PLC 0.10% Reduce -11.9% 1,419,547 $175.6M
Russell Investments Group, Ltd. 0.20% Add +12.8% 1,405,995 $174.0M
T. Rowe Price Associates Inc. 0.02% Add +0.7% 1,364,872 $168.9M
Thrivent Financial for Lutherans 0.33% Add +8.3% 1,309,305 $162.0M
Rhumbline Advisers 0.13% Add +0.5% 1,288,911 $159.5M
Empower Advisory Group, LLC 0.44% Add +2.4% 1,284,436 $158.9M
Bessemer Group Inc. 0.24% Add +0.1% 1,242,760 $153.8M
Healthcare of Ontario Pension Plan Trust Fund 0.28% Add +61.2% 1,226,784 $151.8M
Bank of Montreal 0.06% Reduce -26.8% 1,220,536 $151.0M
AQR Capital Management 0.09% Add +8.6% 1,175,772 $144.9M
Canada Pension Plan Investment Board 0.10% Add +18.7% 1,170,709 $144.9M
Mariner, LLC 0.18% Add +5.6% 1,146,514 $141.9M
Duff & Phelps Investment Management Co. 1.45% Reduce -1.0% 1,032,820 $127.8M
Qube Research & Technologies Ltd 0.18% Add +377.1% 1,018,503 $126.0M
Principal Financial Group Inc. 0.06% Reduce -0.5% 1,011,447 $125.2M
First Trust Advisors LP 0.09% Add +13.6% 991,864 $122.7M
Focus Partners Wealth 0.19% Add +23.1% 960,649 $118.9M
California State Teachers Retirement System 0.12% Add +0.5% 936,621 $115.9M
Cohen & Steers, Inc. 0.21% Reduce -41.1% 933,567 $115.5M
Manufacturers Life Insurance Company, The 0.09% Add +5.7% 916,744 $113.4M
Ameriprise Financial Inc. 0.03% Reduce -4.0% 905,508 $112.1M
Natixis Advisors, LLC 0.16% Add +5.6% 899,135 $111.3M
Jones Financial Companies LLLP 0.07% Add +9.8% 884,130 $108.8M
Alliancebernstein L.P. 0.03% Add +1.3% 873,292 $108.1M
Neuberger Berman Group LLC 0.08% Reduce -50.9% 869,914 $107.6M
Citigroup Inc. 0.07% Reduce -1.3% 859,254 $106.3M
Great Lakes Advisors, LLC 0.86% Reduce -1.0% 831,275 $102.9M
Assenagon Asset Management S.A. 0.15% Add +448.9% 826,296 $102.3M
Stifel Financial Corp. 0.09% Add +1.3% 816,642 $101.1M
BNP Paribas Financial Markets 0.08% Add +11.3% 807,969 $100.0M
Cincinnati Insurance Co. 1.52% No change 794,816 $98.4M
HighTower Advisors, LLC 0.11% Add +1.9% 781,109 $96.7M
New York State Common Retirement Fund 0.12% Reduce -5.9% 754,176 $93.3M
APG Asset Management N.V. 0.26% Add +0.2% 872,429 $91.9M
Clark Capital Management Group, Inc. 0.57% Add +36.2% 733,243 $90.7M
Truist Financial Corp. 0.12% Reduce -0.5% 723,601 $89.5M
Wealth Enhancement Advisory Services, LLC 0.14% Add +4.6% 710,998 $89.3M
Adage Capital Partners Gp, L.L.C. 0.14% Add +15.6% 707,113 $87.5M
State Board of Administration of Florida Retirement System 0.15% Reduce -3.9% 706,850 $87.5M
ANTIPODES PARTNERS Ltd 1.94% New 697,395 $86.3M
PNC Financial Services Group, Inc. 0.05% Add +0.5% 668,188 $82.7M
Nordea Investment Management AB 0.07% Reduce -10.0% 660,313 $81.4M
Schroder Investment Management Group 0.06% Reduce -13.6% 653,800 $80.3M
Janney Montgomery Scott LLC 0.19% Add +0.2% 639,573 $79.1M
Cetera Investment Advisers 0.09% Add +24.6% 638,778 $79.0M
Korea Investment CORP 0.16% Add +2.9% 630,193 $78.0M
New York State Teachers Retirement System 0.15% Reduce -0.8% 620,208 $76.8M
Bartlett & Co. Wealth Management LLC 0.96% Reduce -0.2% 588,667 $72.8M
Baird Financial Group, Inc. 0.12% Reduce -2.0% 584,038 $72.3M
Victory Capital Management Inc. 0.04% Add +2.6% 581,904 $72.0M
Commonwealth Equity Services, LLC 0.09% Reduce -2.7% 580,390 $71.8M

"% 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 2,330 holders