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DUK — DUKE ENERGY CORP NEW

Reported value held$38.13B
Funds holding (latest)53
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)44
Institutional value$28.49B · 226.10M sh
New / Add / Cut / Exit2 / 21 / 20 / 3
Top-5 / Top-10 concentration56.7% / 75.0%
Institutional holdings change Reducing -2.6% (-6.09M sh)
Institutional value change Up +5.2%

As of Q2 2026, 44 SEC-registered investment managers reported holding DUK (DUKE ENERGY CORP NEW) in their latest 13F filings, with a combined reported value of $28.49B across 226.10M shares. That is -2.6% by share count (-6.09M shares) versus the previous quarter, while reported value moved +5.2%. Ownership is concentrated: the five largest holders account for 56.7% of reported value and the top ten for 75.0%.

Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 20 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

DUK is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 78.26M $9.17B 0.13% Add
BlackRock Inc history Q2 2026 70.54M $8.93B 0.14% Add
Geode Capital Management history Q2 2026 20.37M $2.60B 0.14% Add
Morgan Stanley history Q2 2026 13.11M $1.66B 0.09% Add
MFS Investment Management history Q2 2026 12.74M $1.63B 0.54% Reduce
Franklin Resources history Q2 2026 10.54M $1.33B 0.30% Add
Fidelity Management & Research (FMR) history Q2 2026 9.70M $1.23B 0.06% Reduce
Charles Schwab Investment Management history Q2 2026 9.23M $1.17B 0.16% Add
Bank of America Corp history Q2 2026 8.87M $1.12B 0.07% Add
Northern Trust Corp history Q2 2026 7.24M $916.89M 0.11% Reduce
Wellington Management Group history Q2 2026 6.24M $790.34M 0.14% Reduce
Legal & General Investment Management America history Q2 2026 5.96M $754.22M 0.16% Reduce
Goldman Sachs Group history Q2 2026 5.61M $710.61M 0.06% Add
BNY Mellon history Q2 2026 4.78M $605.68M 0.10% Reduce
Invesco Ltd history Q2 2026 4.74M $600.36M 0.05% Reduce
Capital Research Global Investors history Q2 2026 4.50M $569.54M 0.08% Hold
Wells Fargo & Co history Q2 2026 3.96M $500.80M 0.09% Reduce
UBS Group AG history Q2 2026 3.80M $480.69M 0.06% Add
Citadel Advisors history Q2 2026 2.91M $368.66M 0.04% Reduce
Janus Henderson Group history Q1 2026 2.74M $358.23M 0.18% Add

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 20.07M 23.87M 24.30M 16.53M 15.63M 21.23M 69.32M 70.54M
Geode Capital Management 12.65M 13.04M 13.35M 13.86M 14.21M 14.45M 14.40M 14.86M 15.17M 15.43M 16.55M 17.05M 17.49M 17.87M 18.37M 18.68M 19.06M 19.29M 20.05M 20.37M
Morgan Stanley 5.59M 5.50M 5.38M 9.39M 8.98M 10.02M 10.15M 9.98M 10.47M 10.39M 10.90M 10.59M 13.32M 10.73M 10.25M 17.77M 13.84M 11.24M 12.68M 13.11M
MFS Investment Management 24.52M 23.62M — 20.54M 20.10M 19.36M 19.21M 19.27M 19.28M 18.70M 18.61M 18.27M 17.97M 18.10M 18.11M 17.17M 16.87M 16.04M 14.39M 12.74M
Franklin Resources 11.90M 11.78M 11.48M 9.15M 7.14M 7.92M 7.84M 7.93M 8.07M 8.11M 8.55M 20.00M 8.14M 7.99M 7.27M 6.99M 7.28M 8.24M 10.37M 10.54M
Fidelity Management & Research (FMR) 8.95M 8.32M 7.83M 8.59M 9.59M 8.55M 6.59M 6.49M 7.21M 11.28M 7.90M 16.01M 16.15M 4.41M 11.91M 20.37M 19.06M 19.06M 10.75M 9.70M
Charles Schwab Investment Management 6.40M 7.15M 7.33M 7.28M 7.40M 7.49M 7.51M 7.55M 7.67M 8.52M 8.61M 8.59M 8.43M 8.56M 8.66M 8.69M 8.87M 8.93M 9.10M 9.23M
Bank of America Corp 6.32M 6.10M 6.12M 6.54M 7.07M 7.91M 8.37M 7.61M 8.39M 8.61M 8.92M 15.97M 16.81M 14.70M 16.54M 15.09M 13.10M 13.03M 6.13M 8.87M
Northern Trust Corp 8.78M 8.60M 8.45M 8.48M 8.46M 8.55M 8.30M 7.77M 7.92M 7.67M 7.52M 7.79M 7.50M 8.00M 8.15M 7.73M 7.76M 7.35M 7.36M 7.24M
Wellington Management Group 30.48M 32.76M 34.88M 35.22M 34.06M 28.19M 24.06M 22.01M 23.01M 22.74M 20.17M 30.00M 2.74M 2.67M 2.67M 3.22M 3.22M 3.32M 6.62M 6.24M
Legal & General Investment Management America 7.83M 7.72M 7.66M 7.77M 7.32M 7.18M 7.16M 7.27M 6.96M 8.03M 8.00M 7.77M 7.34M 5.94M 6.12M 6.34M 6.34M 6.18M 6.17M 5.96M
Goldman Sachs Group 2.84M 2.66M 2.83M 2.61M 3.02M 2.45M 3.25M 3.18M 4.06M 3.15M 2.78M 3.17M 5.00M 5.00M 5.00M 8.02M 5.68M 7.58M 5.00M 5.61M
BNY Mellon 6.17M 6.03M 5.98M 6.42M 6.28M 6.26M 6.08M 5.93M 5.71M 5.52M 5.24M 750.00K 750.00K 750.00K 750.00K 1.15M 1.30M 1.15M 4.91M 4.78M
Invesco Ltd 4.45M 3.90M 4.13M 4.68M 4.70M 4.85M 4.38M 4.26M 4.70M 4.74M 4.55M 11.10M 11.10M 7.65M 7.65M 3.00M 3.00M 3.00M 4.83M 4.74M
Capital Research Global Investors 10.79M 6.94M 6.74M 6.26M 6.26M 6.75M 6.75M 8.19M 10.63M 11.14M 11.49M 10.23M 10.23M 5.61M 4.92M 5.02M 5.03M 5.04M 4.49M 4.50M
Wells Fargo & Co 3.81M 44.30K 3.60M 3.34M 3.40M 3.61M 3.69M 3.65M 3.77M 3.96M 3.97M 14.53M 11.84M 8.76M 8.09M 7.47M 6.72M 1.18M 10.61M 3.96M
UBS Group AG 3.29M 2.91M 2.13M 2.17M 2.11M 2.31M 2.10M 2.18M 2.34M 2.55M 2.76M 4.50M 4.50M 3.28M 4.58M 3.83M 3.48M 4.56M 3.56M 3.80M
Citadel Advisors 1.65M 2.43M 2.20M 1.76M 1.87M 2.36M 2.81M 1.13M 1.35M 1.69M 1.63M 1.37M 3.08M 1.86M 1.07M 1.23M 1.41M 2.89M 3.65M 2.91M
Amundi US 1.24M 1.27M 594.42K 996.06K 1.39M 1.25M 1.22M 1.68M 1.57M 1.75M 963.15K 1.80M 1.93M 2.49M 2.49M 2.10M 1.70M 2.66M 1.95M 2.47M
Deutsche Bank AG 1.58M 2.12M 1.18M 1.19M 1.00M 1.14M 928.22K 912.64K 815.66K 820.55K 841.58K 2.98M 2.98M 2.66M 2.27M 24.50M 21.44M 26.39M 1.80M 2.23M

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