DUK Institutional Holdings

Name: DUK (Duke Energy) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Duke Energy · SEC 13F

2,489 institutions hold DUK, totaling 2.03B shares ($84.3B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $13.2B

VANGUARD PORTFOLIO MANAGEMENT LLC $2.6B

HSBC HOLDINGS PLC $580M

VANGUARD FIDUCIARY TRUST CO $573M

Vanguard Global Advisers, LLC $231M

↑ Increased (5)

Elequin Capital, LP +2505060.7%

Morningstar Investment Management LLC +135248.5%

IFM Investors Pty Ltd +133689.7%

LaSalle St. Investment Advisors, LLC +116109.7%

Daiwa Securities Group Inc. +111867.0%

↓ Decreased (5)

Kentucky Retirement Systems -99.9%

NewEdge Advisors, LLC -99.9%

Capital Innovations LLC -99.9%

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%

MEEDER ASSET MANAGEMENT INC -99.6%

↓ Exited Positions (5)

VANGUARD GROUP INC $9.2B

CAMDEN ASSET MANAGEMENT L P /CA $159M

ARISTEIA CAPITAL, L.L.C. $80M

PNC Financial Services Group, Inc. $79M

ZAZOVE ASSOCIATES LLC $63M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	101.1M	$13.2B
2	BlackRock, Inc.	69.3M	$9.1B
3	STATE STREET CORP	44.5M	$5.8B
4	MORGAN STANLEY	62.5M	$4.7B
5	BARCLAYS PLC	53.9M	$2.8B
6	GEODE CAPITAL MANAGEMENT, LLC	20.0M	$2.6B
7	VANGUARD PORTFOLIO MANAGEMENT LLC	20.1M	$2.6B
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	14.4M	$1.9B
9	FMR LLC	10.8M	$1.4B
10	FRANKLIN RESOURCES INC	10.4M	$1.4B
11	BANK OF AMERICA CORP /DE/	15.5M	$1.2B
12	GOLDMAN SACHS GROUP INC	22.2M	$1.2B
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9.1M	$1.2B
14	ROYAL BANK OF CANADA	7.9M	$1.0B
15	GQG Partners LLC	7.8M	$1.0B
16	NORTHERN TRUST CORP	7.4M	$964M
17	WELLINGTON MANAGEMENT GROUP LLP	6.6M	$866M
18	Nuveen, LLC	6.4M	$843M
19	Legal & General Group Plc	6.2M	$809M
20	JANUS HENDERSON GROUP PLC	5.5M	$716M
21	Bank of New York Mellon Corp	4.9M	$643M
22	Invesco Ltd.	4.8M	$632M
23	RAYMOND JAMES FINANCIAL INC	4.8M	$628M
24	Capital Research Global Investors	4.5M	$587M
25	HSBC HOLDINGS PLC	4.8M	$580M
26	VANGUARD FIDUCIARY TRUST CO	4.4M	$573M
27	JPMORGAN CHASE & CO	21.9M	$551M
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	4.0M	$522M
29	WELLS FARGO & COMPANY/MN	14.5M	$521M
30	Elequin Capital, LP	463.2M	$511M
31	FEDERATED HERMES, INC.	3.8M	$500M
32	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	3.6M	$467M
33	AMERICAN CENTURY COMPANIES INC	26.7M	$457M
34	UBS Group AG	2.7M	$360M
35	Capital Wealth Planning, LLC	2.7M	$359M
36	MACKENZIE FINANCIAL CORP	2.7M	$353M
37	Mitsubishi UFJ Trust & Banking Corp	2.7M	$349M
38	ENVESTNET ASSET MANAGEMENT INC	2.6M	$343M
39	CITADEL ADVISORS LLC	2.5M	$327M
40	LPL Financial LLC	2.6M	$325M
41	Swiss National Bank	2.3M	$299M
42	Shaolin Capital Management LLC	250K	$281M
43	DIMENSIONAL FUND ADVISORS LP	2.1M	$274M
44	National Pension Service	2.1M	$273M
45	Amundi	1.9M	$255M
46	Cullen Capital Management, LLC	1.9M	$252M
47	California Public Employees Retirement System	1.9M	$247M
48	VOYA INVESTMENT MANAGEMENT LLC	1.8M	$241M
49	DEUTSCHE BANK AG\	1.8M	$236M
50	Mitsubishi UFJ Asset Management Co., Ltd.	1.8M	$231M
51	Vanguard Global Advisers, LLC	1.8M	$231M
52	Sumitomo Mitsui Trust Group, Inc.	1.8M	$230M
53	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	52.7M	$224M
54	JONES FINANCIAL COMPANIES LLLP	1.6M	$209M
55	Caisse de depot et placement du Quebec	1.6M	$208M
56	BANK OF MONTREAL /CAN/	1.5M	$196M
57	VANGUARD ASSET MANAGEMENT, Ltd	1.5M	$191M
58	Ensign Peak Advisors, Inc	1.4M	$187M
59	Russell Investments Group, Ltd.	3.0M	$181M
60	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	1.4M	$181M
61	Empower Advisory Group, LLC	1.4M	$178M
62	CANADA PENSION PLAN INVESTMENT BOARD	1.3M	$176M
63	RHUMBLINE ADVISERS	1.3M	$167M
64	BNP PARIBAS FINANCIAL MARKETS	3.0M	$166M
65	Walleye Capital LLC	148.5M	$164M
66	OMERS ADMINISTRATION Corp	1.2M	$159M
67	Focus Partners Wealth	1.1M	$150M
68	Mariner, LLC	1.1M	$147M
69	Sarasin & Partners LLP	1.1M	$146M
70	Energy Income Partners, LLC	1.0M	$136M
71	PRINCIPAL FINANCIAL GROUP INC	1.0M	$135M
72	AMERIPRISE FINANCIAL INC	1.0M	$128M
73	D. E. Shaw & Co., Inc.	112.9M	$127M
74	CITIGROUP INC	3.4M	$125M
75	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	902K	$118M
76	DUFF & PHELPS INVESTMENT MANAGEMENT CO	897K	$117M
77	Assenagon Asset Management S.A.	894K	$117M
78	MARSHALL WACE, LLP	892K	$117M
79	VICTORY CAPITAL MANAGEMENT INC	11.6M	$114M
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	870K	$114M
81	GREAT LAKES ADVISORS, LLC	856K	$112M
82	Aequim Alternative Investments LP	100.0M	$110M
83	Calamos Advisors LLC	78.6M	$110M
84	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	2.3M	$109M
85	STIFEL FINANCIAL CORP	808K	$106M
86	CINCINNATI INSURANCE CO	795K	$104M
87	ANTIPODES PARTNERS Ltd	778K	$102M
88	FIRST TRUST ADVISORS LP	769K	$101M
89	ALLIANCEBERNSTEIN L.P.	858K	$101M
90	HighTower Advisors, LLC	760K	$100M
91	Vanguard Investments Australia, Ltd.	756K	$99M
92	NEW YORK STATE COMMON RETIREMENT FUND	749K	$98M
93	Clark Capital Management Group, Inc.	743K	$97M
94	FIL Ltd	732K	$96M
95	FIFTH THIRD BANCORP	726K	$95M
96	TRUIST FINANCIAL CORP	720K	$94M
97	JANE STREET GROUP, LLC	1.0M	$94M
98	Baird Financial Group, Inc.	706K	$92M
99	Cetera Investment Advisers	708K	$90M
100	PNC FINANCIAL SERVICES GROUP, INC.	688K	$90M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09