Duke Energy Corp. 13F holders
2,499 funds reported a position in Duke Energy Corp. in their 13F for the quarter ended 30 June 2026, together 545.5 million shares worth $69.08 billion. Against the quarter before, 122 opened a position, 1,086 added, 784 trimmed and 136 sold out; together they bought a net 2.7 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding2,499+10 on Q1 2026
Shares they held545.5Mworth $69.08 billion
Net bought on the quarter2.7M sharesabout $337.4 million at the funds' values
Funds buying to selling1,208 to 920opened or added, to cut or sold
Opened 122Added 1,086Held 473Trimmed 784Sold out 136
What each fund did in DUK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in DUK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,423 reported a position in Duke Energy Corp.: 27 opened one, 567 added, 514 trimmed and 113 sold out, a net 1.5 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Duke Energy Corp. in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 20.8 million shares worth $2.39 billion, 0.1% of its reported book. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 400,707 shares, about $46.1 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 20,768,089 | $2.39 billion | 0.1% | +400,707 | added | 30 September 2026 | 13F |
| FMR LLC | 9,703,239 | $1.23 billion | 0.1% | -1,048,914 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Capital Research Global Investors | 4,499,424 | $569.5 million | 0.1% | +13,664 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 2,014,703 | $255.0 million | 0.1% | -484,274 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 739,550 | $93.6 million | 0.1% | +736,750 | added | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 442,098 | $56.0 million | 0.2% | +442,098 | new | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 215,046 | $27.2 million | 0.0% | -454,102 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 171,209 | $21.7 million | 0.0% | +76,060 | added | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 70,543,988 | 12.93% | $8.93 billion | 0.13% | +1,220,118 | 13F |
| Vanguard Capital Management LLC | 50,837,658 | 9.32% | $6.44 billion | 0.14% | +311,055 | 13F |
| State Street Corp. | 44,953,588 | 8.24% | $5.69 billion | 0.17% | +420,946 | 13F |
| Geode Capital Management, LLC | 20,367,382 | 3.73% | $2.60 billion | 0.14% | +319,581 | 13F |
| Vanguard Portfolio Management LLC | 20,366,327 | 3.73% | $2.58 billion | 0.12% | +287,769 | 13F |
| Morgan Stanley | 13,107,459 | 2.40% | $1.66 billion | 0.09% | +427,628 | 13F |
| Massachusetts Financial Services Co. | 12,742,489 | 2.34% | $1.63 billion | 0.52% | -1,648,807 | 13F |
| Franklin Resources Inc. | 10,537,072 | 1.93% | $1.33 billion | 0.29% | +167,001 | 13F |
| FMR LLC | 9,703,239 | 1.78% | $1.23 billion | 0.05% | -1,048,914 | 13F |
| Charles Schwab Investment Management Inc. | 9,226,192 | 1.69% | $1.17 billion | 0.16% | +121,584 | 13F |
| Bank of America Corp. | 8,867,628 | 1.63% | $1.12 billion | 0.07% | -480,938 | 13F |
| Royal Bank of Canada | 7,296,529 | 1.34% | $923.6 million | 0.16% | -596,860 | 13F |
| Northern Trust Corp. | 7,243,531 | 1.33% | $916.9 million | 0.11% | -118,666 | 13F |
| Nuveen, LLC | 6,532,464 | 1.20% | $826.9 million | 0.20% | +94,951 | 13F |
| GQG Partners LLC | 6,503,039 | 1.19% | $823.2 million | 1.53% | -1,299,424 | 13F |
| Wellington Management Group LLP | 6,243,806 | 1.14% | $790.3 million | 0.14% | -373,349 | 13F |
| Legal & General Group Plc | 5,958,441 | 1.09% | $754.2 million | 0.16% | -216,212 | 13F |
| Goldman Sachs Group Inc. | 5,613,909 | 1.03% | $710.6 million | 0.07% | +252,217 | 13F |
| Bank of New York Mellon Corp | 4,784,956 | 0.88% | $605.7 million | 0.10% | -125,535 | 13F |
| Invesco Ltd. | 4,742,913 | 0.87% | $600.4 million | 0.05% | -87,171 | 13F |
| Capital Research Global Investors | 4,499,424 | 0.82% | $569.5 million | 0.08% | +13,664 | 13F |
| Raymond James Financial Inc. | 4,470,007 | 0.82% | $565.8 million | 0.15% | -316,713 | 13F |
| Vanguard Fiduciary Trust Co. | 4,374,832 | 0.80% | $553.8 million | 0.12% | -2,284 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 4,001,270 | 0.73% | $506.5 million | 0.09% | +18,142 | 13F |
| Wells Fargo & Company | 3,956,407 | 0.73% | $500.8 million | 0.09% | +70,218 | 13F |
| Federated Hermes, Inc. | 3,816,303 | 0.70% | $483.1 million | 0.69% | -880 | 13F |
| American Century Companies Inc. | 3,689,898 | 0.68% | $467.1 million | 0.21% | +398,282 | 13F |
| JPMorgan Chase & Co. | 3,633,938 | 0.67% | $466.3 million | 0.03% | -402,789 | 13F |
| State Farm Mutual Automobile Insurance Co. | 3,569,308 | 0.65% | $451.8 million | 0.31% | no change | 13F |
| UBS Group AG | 2,939,189 | 0.54% | $372.0 million | 0.06% | +191,723 | 13F |
| Jupiter Topco LLC | 2,871,434 | 0.53% | $363.5 million | 0.15% | first 13F | 13F |
| Capital Wealth Planning, LLC | 2,865,666 | 0.53% | $362.7 million | 1.81% | +124,852 | 13F |
| Mitsubishi UFJ Trust & Banking Corp | 2,708,961 | 0.50% | $342.9 million | 0.75% | +44,976 | 13F |
| LPL Financial LLC | 2,563,597 | 0.47% | $324.5 million | 0.07% | +82,487 | 13F |
| Envestnet Asset Management Inc. | 2,559,645 | 0.47% | $324.0 million | 0.08% | -62,017 | 13F |
| Mackenzie Financial Corp. | 2,515,500 | 0.46% | $318.4 million | 0.32% | -182,124 | 13F |
| Amundi | 2,468,776 | 0.45% | $312.5 million | 0.07% | +523,280 | 13F |
| Deutsche Bank AG | 2,227,946 | 0.41% | $282.0 million | 0.08% | +428,638 | 13F |
| Swiss National Bank | 2,194,741 | 0.40% | $277.8 million | 0.14% | -87,600 | 13F |
| Dimensional Fund Advisors LP | 2,146,529 | 0.39% | $271.7 million | 0.05% | +54,245 | 13F |
| National Pension Service | 2,124,004 | 0.39% | $268.9 million | 0.17% | +36,835 | 13F |
| Assenagon Asset Management S.A. | 2,113,844 | 0.39% | $267.6 million | 0.17% | 13F | |
| Barclays PLC | 2,055,125 | 0.38% | $260.1 million | 0.08% | -580,340 | 13F |
| Citadel Advisors LLC | 2,014,703 | 0.37% | $255.0 million | 0.15% | -484,274 | 13F |
| First Trust Advisors LP | 1,982,053 | 0.36% | $250.9 million | 0.15% | +1,213,376 | 13F |
| Caisse de depot et placement du Quebec | 1,949,212 | 0.36% | $246.7 million | 0.35% | +364,496 | 13F |
| Cullen Capital Management, LLC | 1,933,412 | 0.35% | $244.7 million | 2.41% | +11,954 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1,931,704 | 0.35% | $244.5 million | 0.14% | +163,763 | 13F |
| Citigroup Inc. | 1,841,739 | 0.34% | $233.1 million | 0.11% | +907,978 | 13F |
| Jones Financial Companies Lllp | 1,743,676 | 0.32% | $223.7 million | 0.09% | +133,206 | 13F |
The 50 largest of the 2,499 funds that reported a position in DUK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on DUK
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 737,700 | $93.4 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 160,100 | $20.3 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 107,300 | $13.6 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 66,400 | $8.4 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 27,600 | $3.5 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 11,400 | $1.4 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 4,100 | $518,978 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 58.7 million | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 3 December 2025 | 13G/A | The Vanguard Group and 1 other | 77.8 million | 10.0% | 28 November 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 10,522 | $120.25 | SEC |
| 25 August 2026 | 37 | $121.97 | SEC |
| 12 August 2026 | 21,330 | $123.19 | SEC |
| 10 August 2026 | 38,161 | $124.85 | SEC |
| 4 August 2026 | 146,899 | $124.28 | SEC |
| 3 August 2026 | 17,396 | $125.43 | SEC |
| 31 July 2026 | 5,987 | $126.27 | SEC |
| 30 July 2026 | 127 | $129.08 | SEC |
| 29 July 2026 | 16,757 | $129.24 | SEC |
| 22 July 2026 | 180,138 | $125.91 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.