DE
Duke Energy CORP hedge fund holdings
DUKNYSE$114.13+0.39 (+0.34%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
DUK · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-6.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 590 | 426 | $3.89B | $2.3B | 2,173 | Aug 14, 2025 |
| Q3 2025 | 611 | 383 | $2.58B | $2.89B | 2,247 | Nov 14, 2025 |
| Q4 2025 | 544 | 473 | $2.36B | $2.81B | 2,311 | Feb 14, 2026 |
| Q1 2026 | 704 | 467 | $3.18B | $2.7B | 2,376 | May 15, 2026 |
| Q2 2026 | 667 | 469 | $2.68B | $2.19B | 2,368 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
2,368 filersNew position
126$190M+1.5M sh
Increased
541$2.49B+19.7M sh
Reduced
346-$1.99B-15.7M sh
Out / sold
123-$202M-1.6M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | Reduce 11.46% | -$210M | $1.63B | 0.52% | Aug 3, 2026 |
| First Trust Advisors LP | Added 157.85% | +$154M | $251M | 0.15% | Aug 11, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 73.13% | -$113M | $41.3M | 0.25% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Reduce 45.28% | -$77.2M | $93.2M | 0.05% | Aug 14, 2026 |
| Bridgewater Associates, LP | New Buy | +$56M | $56M | 0.23% | Aug 14, 2026 |
| Wellington Management Group LLP | Reduce 5.64% | -$47.3M | $790M | 0.14% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Added 23.00% | +$46.1M | $247M | 0.35% | Aug 14, 2026 |
| Bessemer Group Inc | Reduce 24.03% | -$36.5M | $115M | 0.16% | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | Added 3758.35% | +$35.9M | $36.8M | 3.18% | Jul 9, 2026 |
| Quantinno Capital Management LP | Added 46.54% | +$34.9M | $110M | 0.13% | Aug 13, 2026 |
| Jennison Associates LLC | Sell 100% | -$33.4M | $0 | 0.00% | Aug 3, 2026 |
| Adage Capital Partners GP, L.L.C. | Sell 100% | -$30.1M | $0 | 0.00% | Aug 14, 2026 |
| Vinva Investment Management Ltd | Added 206.71% | +$25.7M | $38.1M | 0.25% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 13.70% | +$25.3M | $210M | 0.14% | Aug 13, 2026 |
| Ossiam | Sell 100% | -$24.8M | $0 | 0.00% | Aug 13, 2026 |
| Treasurer of the State of North Carolina | Added 29.38% | +$23.3M | $103M | 0.26% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 437.35% | +$21.9M | $26.9M | 0.03% | Aug 13, 2026 |
| Sarasin & Partners LLP | Added 15.34% | +$21.6M | $162M | 1.90% | Jul 7, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 9.26% | +$20.7M | $245M | 0.14% | Aug 7, 2026 |
| Clarity Financial LLC | Reduce 95.79% | -$19.1M | $841K | 0.07% | Jul 20, 2026 |
| Credit Agricole S A | Added 282.72% | +$17.7M | $24M | 0.05% | Aug 14, 2026 |
| Ilmarinen Mutual Pension Insurance Co | Sell 100% | -$16.3M | $0 | 0.00% | Aug 13, 2026 |
| Capital Wealth Planning, LLC | Added 4.56% | +$15.8M | $363M | 1.81% | Aug 14, 2026 |
| Aberdeen Group plc | Reduce 29.70% | -$15.5M | $36.8M | 0.05% | Jul 31, 2026 |
| APG Asset Management N.V. | Added 24.33% | +$15.4M | $78.6M | 0.19% | Aug 12, 2026 |
| Nomura Holdings Inc | Added 246.73% | +$15.1M | $21.3M | 0.02% | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | Reduce 88.29% | -$15M | $2M | 0.01% | Aug 10, 2026 |
| Yaupon Capital Management LP | Added 33.05% | +$14.1M | $56.9M | 1.12% | Aug 14, 2026 |
| Capitolis Liquid Global Markets LLC | New Buy | +$13.9M | $13.9M | 0.06% | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | Added 76.00% | +$13.9M | $32.2M | 0.04% | Jul 21, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 15.25% | -$12.8M | $71.1M | 0.10% | Aug 13, 2026 |
| Oak Grove Capital LLC | Added 76.95% | +$11.7M | $26.9M | 1.28% | Aug 13, 2026 |
| Worldquant Millennium Advisors LLC | Added 39.27% | +$11.4M | $40.4M | 0.14% | Aug 14, 2026 |
| Duff & Phelps Investment Management Co | Reduce 10.00% | -$11.4M | $102M | 0.96% | Aug 13, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Sell 100% | -$11M | $0 | 0.00% | Jul 29, 2026 |
| MML Investors Services, LLC | Added 22.03% | +$10.7M | $59.3M | 0.12% | Aug 7, 2026 |
| FIL Ltd | Reduce 11.54% | -$10.7M | $81.9M | 0.06% | Aug 13, 2026 |
| L & S Advisors Inc | Reduce 97.02% | -$10.5M | $324K | 0.03% | Aug 12, 2026 |
| Energy Income Partners, LLC | Added 7.90% | +$10.4M | $142M | 2.23% | Aug 7, 2026 |
| Cibc World Market Inc. | Reduce 65.60% | -$10.2M | $5.37M | 0.01% | Aug 13, 2026 |
| Jefferies Financial Group Inc. | Reduce 76.24% | -$9.75M | $3.04M | 0.02% | Aug 17, 2026 |
| Sone Capital Management, LLC | Added 158.26% | +$9.7M | $15.8M | 1.21% | Aug 14, 2026 |
| Brookstone Capital Management | Reduce 66.35% | -$9.67M | $4.91M | 0.05% | Jul 15, 2026 |
| Cohen & Steers, Inc. | Reduce 4.73% | -$9.67M | $195M | 0.31% | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 24.40% | -$9.27M | $28.7M | 0.21% | Jul 31, 2026 |
| Shelton Capital Management | Added 81.81% | +$9.1M | $20.2M | 0.37% | Aug 14, 2026 |
| Aware Super Pty Ltd as trustee of Aware Super | New Buy | +$9.02M | $9.02M | 0.13% | Jul 29, 2026 |
| Pictet Asset Management Holding SA | Reduce 15.94% | -$9.01M | $47.5M | 0.05% | Jul 30, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$8.94M | $8.94M | 0.18% | Aug 14, 2026 |
| Greenland Capital Management LP | Sell 100% | -$8.87M | $0 | 0.00% | Aug 12, 2026 |
| CIBC Asset Management Inc | Added 17.75% | +$8.71M | $57.8M | 0.13% | Aug 3, 2026 |
| Qsemble Capital Management, LP | Reduce 78.68% | -$8.61M | $2.33M | 0.30% | Aug 3, 2026 |
| Vestcor Inc | Added 23.85% | +$8.44M | $43.9M | 1.08% | Aug 11, 2026 |
| Schroder Investment Management Group | Reduce 10.30% | -$8.41M | $73.3M | 0.05% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 6.74% | +$8.2M | $130M | 0.15% | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | Added 84.35% | +$8.18M | $17.9M | 0.20% | Jul 16, 2026 |
| Park Avenue Securities LLC | New Buy | +$8.04M | $8.04M | 0.05% | Jul 20, 2026 |
| Mizuho Securities USA LLC | Added 129.82% | +$7.84M | $13.9M | 0.13% | Jul 28, 2026 |
| Silvercrest Asset Management Group LLC | Added 47.35% | +$7.65M | $23.8M | 0.16% | Aug 14, 2026 |
| Strategic Advisors LLC | Reduce 86.01% | -$7.37M | $1.2M | 0.26% | Jul 28, 2026 |
| Vise Technologies, Inc. | Added 135.56% | +$7.36M | $12.8M | 0.14% | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | Added 626.90% | +$7.27M | $8.43M | 0.44% | Aug 3, 2026 |
| Mediolanum International Funds Ltd | Added 88.69% | +$7.27M | $15.5M | 0.13% | Jul 23, 2026 |
| Capital Fund Management S.A. | Reduce 48.95% | -$6.98M | $7.28M | 0.03% | Aug 13, 2026 |
| Edgestream Partners, L.P. | Added 99.08% | +$6.31M | $12.7M | 0.38% | Aug 11, 2026 |
| Clough Capital Partners L P | Reduce 80.73% | -$6.18M | $1.48M | 0.12% | Aug 14, 2026 |
| Alps Advisors Inc | Added 344.05% | +$6.15M | $7.94M | 0.04% | Jul 29, 2026 |
| Empower Advisory Group, LLC | Added 3.53% | +$6.07M | $178M | 0.42% | Aug 12, 2026 |
| Voloridge Investment Management, LLC | New Buy | +$6.05M | $6.05M | 0.03% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Added 6.73% | +$6.02M | $95.4M | 0.13% | Aug 12, 2026 |
| Pinkerton Wealth, LLC | New Buy | +$5.98M | $5.98M | 0.51% | Jul 30, 2026 |
| IFG Advisory, LLC | Added 8160.03% | +$5.97M | $6.04M | 0.21% | Aug 14, 2026 |
| Boston Research & Management Inc | Reduce 50.10% | -$5.8M | $5.78M | 1.28% | Aug 11, 2026 |
| Lockheed Martin Investment Management Co | Reduce 19.53% | -$5.75M | $23.7M | 0.94% | Aug 12, 2026 |
| Macquarie Group Ltd | Added 8.55% | +$5.72M | $72.6M | 0.31% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 1.69% | +$5.69M | $343M | 0.75% | Aug 6, 2026 |
| Concurrent Investment Advisors, LLC | Added 64.85% | +$5.66M | $14.4M | 0.12% | Jul 27, 2026 |
| Swiss Life Asset Management Ltd | Reduce 21.51% | -$5.13M | $18.7M | 0.08% | Jul 29, 2026 |
| Kettle Hill Capital Management, LLC | New Buy | +$5.09M | $5.09M | 1.25% | Aug 14, 2026 |
| Magellan Asset Management Ltd | Added 9.93% | +$5.06M | $56M | 1.25% | Aug 13, 2026 |
| Blue Sparrow, LLC | Sell 100% | -$4.97M | $0 | 0.00% | Aug 14, 2026 |
| Slagle Financial, LLC | Added 2433.08% | +$4.91M | $5.11M | 1.53% | Jul 29, 2026 |
| Aventail Capital Group, LP | Added 22.96% | +$4.88M | $26.1M | 1.50% | Aug 14, 2026 |
| Fairview Capital Investment Management, LLC | Added 78.12% | +$4.86M | $11.1M | 0.59% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$4.82M | $4.82M | 0.06% | Aug 13, 2026 |
| National Pension Service | Added 1.76% | +$4.66M | $269M | 0.17% | Aug 13, 2026 |
| D.A. Davidson & Co. | Reduce 14.24% | -$4.58M | $27.6M | 0.15% | Jul 24, 2026 |
| Farringdon Capital, Ltd. | Sell 100% | -$4.48M | $0 | 0.00% | Aug 12, 2026 |
| Lido Advisors, LLC | Added 54.96% | +$4.31M | $12.1M | 0.03% | Aug 7, 2026 |
| Edgar Lomax Co | Reduce 8.22% | -$3.91M | $43.7M | 3.26% | Aug 13, 2026 |
| Great Lakes Advisors, LLC | Added 3.59% | +$3.89M | $112M | 0.85% | Aug 10, 2026 |
| Exchange Traded Concepts, LLC | Added 7.68% | +$3.88M | $54.5M | 0.25% | Aug 11, 2026 |
| Nomura Asset Management International Inc. | Reduce 3.67% | -$3.8M | $99.7M | 0.15% | Aug 14, 2026 |
| Rwa Wealth Partners, LLC | Added 51.17% | +$3.69M | $10.9M | 0.10% | Aug 7, 2026 |
| Arbejdsmarkedets Tillaegspension | Added 14.28% | +$3.59M | $28.8M | 0.63% | Jul 17, 2026 |
| Ally Financial Inc. | New Buy | +$3.54M | $3.54M | 0.46% | Aug 13, 2026 |
| Strategic Wealth Investment Group, LLC | Reduce 36.32% | -$3.49M | $6.11M | 0.74% | Aug 4, 2026 |
| Synergy Asset Management, LLC | Sell 100% | -$3.45M | $0 | 0.00% | Jul 22, 2026 |
| LSV Asset Management | New Buy | +$3.45M | $3.45M | 0.01% | Aug 6, 2026 |
| Saudi Central Bank | Added 89.78% | +$3.26M | $6.9M | 0.09% | Jul 30, 2026 |