Duke EnergyDUK
13F holders, Q4 2025 (December 31)2,399holders +69
102new positions
144sold out
8famous investors
$117.20avg. 13F price*
At the end of Q4 2025, 2,399 institutions reported holding Duke Energy Corp. (DUK) in their 13F filings, up 69 from Q3 2025. 102 opened new positions and 144 sold out. The largest holders were Vanguard Group Inc. ($9.2B), BlackRock, Inc. ($8.1B) and State Street Corp. ($5.2B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors'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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $65.6M |
| Exits | 144 | $360.1M |
All 13F filers, Q3 2025 → Q4 2025: 23,097,313 shares bought and 21,016,398 shares sold, net +2,080,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,399 holders
| Vanguard Group Inc. | 0.13% | Add +2.6% | 78,258,757 | $9.2B |
| BlackRock, Inc. | 0.14% | Add +2.5% | 68,890,640 | $8.1B |
| State Street Corp. | 0.17% | Add +4.0% | 43,953,400 | $5.2B |
| Geode Capital Management, LLC | 0.14% | Add +1.2% | 19,292,633 | $2.3B |
| Massachusetts Financial Services Co. | 0.61% | Reduce -4.9% | 16,044,472 | $1.9B |
| Wellington Management Group LLP | 0.26% | Reduce -3.4% | 12,607,783 | $1.5B |
| Morgan Stanley | 0.09% | Reduce -0.9% | 12,340,630 | $1.4B |
| FMR LLC | 0.07% | Reduce -8.0% | 11,902,255 | $1.4B |
| GQG Partners LLC | 1.84% | Reduce -7.6% | 9,543,071 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.16% | Add +0.7% | 8,931,127 | $1.0B |
| Bank of America Corp. | 0.07% | Add +3.2% | 8,743,218 | $1.0B |
| Franklin Resources Inc. | 0.24% | Add +13.1% | 8,236,893 | $965.4M |
| Royal Bank of Canada | 0.17% | Reduce -1.5% | 8,202,535 | $961.4M |
| Northern Trust Corp. | 0.11% | Reduce -5.3% | 7,349,486 | $861.4M |
| Legal & General Group Plc | 0.16% | Reduce -2.4% | 6,182,010 | $724.6M |
| Nuveen, LLC | 0.18% | Reduce -2.8% | 5,949,307 | $697.3M |
| Raymond James Financial Inc. | 0.19% | Reduce -3.5% | 5,128,690 | $601.7M |
| Capital Research Global Investors | 0.11% | Add +0.2% | 5,041,923 | $591.0M |
| Bank of New York Mellon Corp | 0.10% | Add +1.5% | 4,947,964 | $580.0M |
| Invesco Ltd. | 0.05% | Add +4.2% | 4,662,760 | $546.5M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -19.1% | 4,256,243 | $498.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -7.5% | 4,018,477 | $471.0M |
| Wells Fargo & Company | 0.09% | Add +3.1% | 3,760,399 | $440.8M |
| Federated Hermes, Inc. | 0.71% | Add +4.3% | 3,633,204 | $425.8M |
| State Farm Mutual Automobile Insurance Co. | 0.33% | No change | 3,569,308 | $418.4M |
| JPMorgan Chase & Co. | 0.03% | Reduce -16.4% | 3,440,899 | $403.3M |
| UBS Group AG | 0.08% | Add +17.0% | 3,277,206 | $384.1M |
| American Century Companies Inc. | 0.18% | Reduce -4.9% | 3,117,610 | $365.4M |
| Capital Wealth Planning, LLC | 2.03% | Add +9.6% | 2,678,696 | $314.3M |
| Amundi | 0.09% | Add +56.9% | 2,662,460 | $312.1M |
| Mackenzie Financial Corp. | 0.36% | Add +6.9% | 2,604,736 | $305.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.70% | Add +0.4% | 2,531,181 | $296.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -4.7% | 2,512,817 | $294.5M |
| LPL Financial LLC | 0.08% | Add +3.2% | 2,362,052 | $276.9M |
| Citadel Advisors | 0.18% | Add +1252.2% | 2,169,409 | $254.3M |
| Swiss National Bank | 0.15% | Reduce -4.9% | 2,130,941 | $249.8M |
| Barclays PLC | 0.10% | Reduce -11.4% | 2,077,591 | $243.5M |
| California Public Employees Retirement System | 0.14% | Reduce -15.9% | 2,068,313 | $242.4M |
| National Pension Service | 0.18% | Add +0.4% | 2,057,991 | $241.2M |
| Deutsche Bank AG | 0.08% | Add +25.5% | 2,047,842 | $240.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.9% | 2,033,317 | $238.3M |
| Caisse de depot et placement du Quebec | 0.40% | Reduce -23.2% | 2,008,031 | $235.4M |
| Cullen Capital Management, LLC | 2.44% | Reduce -5.6% | 1,906,717 | $223.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -5.5% | 1,875,583 | $219.8M |
| Cohen & Steers, Inc. | 0.36% | Add +83.3% | 1,711,445 | $200.6M |
| Ensign Peak Advisors, Inc | 0.35% | Reduce -2.2% | 1,701,522 | $199.4M |
| HSBC Holdings PLC | 0.11% | Add +17.6% | 1,669,324 | $195.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.13% | Add +6.0% | 1,653,940 | $194.2M |
| Bank of Montreal | 0.07% | Add +21.4% | 1,481,805 | $173.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.87% | Reduce -0.4% | 1,461,316 | $171.3M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -1.0% | 1,392,480 | $163.2M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -0.2% | 1,362,071 | $159.7M |
| Voya Investment Management LLC | 0.18% | Reduce -15.7% | 1,339,306 | $156.8M |
| Thrivent Financial for Lutherans | 0.28% | Add +0.6% | 1,317,434 | $154.4M |
| Empower Advisory Group, LLC | 0.41% | Add +0.8% | 1,295,190 | $151.8M |
| Rhumbline Advisers | 0.12% | Reduce -1.3% | 1,272,325 | $149.1M |
| OMERS ADMINISTRATION Corp | 1.01% | Reduce -48.9% | 1,207,503 | $141.5M |
| Bessemer Group Inc. | 0.21% | Reduce -4.8% | 1,183,214 | $138.7M |
| Mariner, LLC | 0.16% | Add +1.1% | 1,159,494 | $135.9M |
| Energy Income Partners, LLC | 2.36% | Add +185.1% | 1,110,993 | $130.2M |
| First Trust Advisors LP | 0.09% | Add +6.1% | 1,051,941 | $123.3M |
| Principal Financial Group Inc. | 0.06% | Add +3.5% | 1,046,543 | $122.7M |
| Focus Partners Wealth | 0.14% | Add +6.4% | 1,021,996 | $120.9M |
| Canada Pension Plan Investment Board | 0.08% | Reduce -16.0% | 983,737 | $115.3M |
| Jones Financial Companies LLLP | 0.07% | Add +10.2% | 974,546 | $114.2M |
| Citigroup Inc. | 0.08% | Add +11.3% | 955,958 | $112.0M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 930,852 | $109.1M |
| California State Teachers Retirement System | 0.11% | Reduce -0.6% | 930,621 | $109.1M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -1.2% | 905,559 | $106.1M |
| Duff & Phelps Investment Management Co. | 1.19% | Reduce -13.2% | 896,780 | $105.1M |
| Natixis Advisors, LLC | 0.15% | Reduce -2.3% | 878,130 | $102.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -2.4% | 852,319 | $99.9M |
| SG Americas Securities, LLC | 0.13% | Add +13817.7% | 840,906 | $98.6M |
| Milford Funds Ltd. | 1.92% | — | 835,293 | $97.9M |
| Nomura Asset Management International Inc. | 0.15% | — | 833,903 | $97.7M |
| Great Lakes Advisors, LLC | 0.79% | Reduce -0.4% | 828,101 | $97.1M |
| AQR Capital Management | 0.05% | Reduce -29.6% | 827,981 | $97.0M |
| Stifel Financial Corp. | 0.09% | Reduce -0.5% | 812,896 | $95.3M |
| Cincinnati Insurance Co. | 1.42% | No change | 794,816 | $93.2M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 785,632 | $92.1M |
| ANTIPODES PARTNERS Ltd | 1.90% | Add +10.6% | 770,972 | $90.4M |
| New York State Common Retirement Fund | 0.12% | Reduce -1.2% | 745,176 | $87.3M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +3.4% | 735,080 | $86.7M |
| Clark Capital Management Group, Inc. | 0.53% | Add +0.3% | 735,398 | $86.2M |
| Truist Financial Corp. | 0.11% | Reduce -0.2% | 721,838 | $84.6M |
| Schroder Investment Management Group | 0.06% | Add +8.8% | 711,317 | $83.7M |
| State Board of Administration of Florida Retirement System | 0.14% | Reduce -2.3% | 690,461 | $80.9M |
| Korea Investment CORP | 0.16% | Add +8.9% | 686,293 | $80.4M |
| Janney Montgomery Scott LLC | 0.18% | Add +7.1% | 685,014 | $80.3M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.2% | 669,784 | $78.5M |
| Cetera Investment Advisers | 0.08% | Add +3.5% | 660,862 | $77.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -19.3% | 651,673 | $76.4M |
| Zimmer Partners, LP | 1.99% | Add +40.8% | 642,929 | $75.4M |
| FIL Ltd | 0.06% | Add +45.8% | 635,291 | $74.5M |
| Baird Financial Group, Inc. | 0.11% | Add +5.5% | 616,355 | $72.2M |
| New York State Teachers Retirement System | 0.14% | Reduce -1.6% | 610,265 | $71.5M |
| Bartlett & Co. Wealth Management LLC | 0.91% | Add +0.7% | 592,671 | $69.5M |
| Treasurer of the State of North Carolina | 0.22% | Add +68.8% | 590,587 | $69.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.8% | 577,270 | $67.7M |
| Advisors Capital Management, LLC | 0.80% | Add +5.5% | 571,835 | $67.0M |
"% of holder's portfolio" is DUK's weight in each manager's 13F, not the share of Duke Energy Corp. the manager owns.