Who owns DUK (DUK)
Which tracked institutional funds hold DUK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DUK company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on DUK is one-sided between 2025-Q4 and 2026-Q1: 774 added or opened and 177 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DUK’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes DUK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DUK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2451 tracked filers holding DUK, 1300 increased or opened the position and 988 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DUK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 57
- VANGUARD CAPITAL MANAGEMENT LLC$6.6B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
- VANGUARD FIDUCIARY TRUST CO$573M
- Vanguard Global Advisers, LLC$231M
- VANGUARD ASSET MANAGEMENT, Ltd$191M
- Sarasin & Partners LLP$146M
Full exits 67
- VANGUARD GROUP INC$9.2B
- Janney Montgomery Scott LLC$80M
- VIRGINIA RETIREMENT SYSTEMS ET Al$60M
- Brandywine Global Investment Management, LLC$50M
- COMERICA BANK$28M
- Thomasville National Bank$28M
Largest adds
- STATE STREET CORP$679M
- FRANKLIN RESOURCES INC$392M
- GEODE CAPITAL MANAGEMENT, LLC$373M
- JANUS HENDERSON GROUP PLC$352M
- BlackRock, Inc.$333M
- MORGAN STANLEY$214M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$613M
- GQG Partners LLC$97M
- Amundi$57M
- Man Group plc$40M
- RENAISSANCE TECHNOLOGIES LLC$37M
- SG Americas Securities, LLC$34M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 64,208,013 | $8.4B | 12.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 50,526,603 | $6.6B | 9.6% | 2026-Q1 |
| STATE STREET CORP added | 44,532,642 | $5.8B | 8.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 20,047,801 | $2.6B | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 20,078,558 | $2.6B | 3.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 14,391,296 | $1.9B | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 12,679,831 | $1.7B | 2.4% | 2026-Q1 |
| FMR LLC trimmed | 10,743,241 | $1.4B | 2.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 10,370,071 | $1.4B | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 9,348,566 | $1.2B | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 9,104,608 | $1.2B | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,893,389 | $1.0B | 1.5% | 2026-Q1 |
| GQG Partners LLC trimmed | 7,802,463 | $1.0B | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 7,362,197 | $964M | 1.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 6,604,967 | $865M | 1.3% | 2026-Q1 |
| Nuveen, LLC added | 6,437,513 | $843M | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,174,653 | $809M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,361,692 | $702M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,910,491 | $643M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,786,720 | $628M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 4,697,190 | $615M | 0.9% | 2026-Q1 |
| Capital Research Global Investors trimmed | 4,485,760 | $587M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,377,116 | $573M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,036,727 | $532M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,983,128 | $522M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,886,189 | $509M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 3,817,183 | $500M | 0.7% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 3,569,308 | $467M | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,291,616 | $431M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 2,747,466 | $360M | 0.5% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 2,740,814 | $359M | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,735,816 | $358M | 0.5% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 2,697,624 | $353M | 0.5% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,663,985 | $349M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 2,635,465 | $345M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,621,662 | $343M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,498,977 | $327M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 2,481,110 | $325M | 0.5% | 2026-Q1 |
| Swiss National Bank added | 2,282,341 | $299M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,092,284 | $274M | 0.4% | 2026-Q1 |
| National Pension Service added | 2,087,169 | $273M | 0.4% | 2026-Q1 |
| Amundi trimmed | 1,945,496 | $255M | 0.4% | 2026-Q1 |
| Cullen Capital Management, LLC added | 1,921,458 | $252M | 0.4% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,884,247 | $247M | 0.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,840,222 | $241M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,799,308 | $236M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,767,941 | $231M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,761,945 | $231M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,758,086 | $230M | 0.3% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 1,614,973 | $211M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,610,470 | $209M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 1,584,716 | $208M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,497,734 | $196M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,459,784 | $191M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,436,896 | $188M | 0.3% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,430,050 | $187M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,380,385 | $181M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,367,256 | $179M | 0.3% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,358,766 | $178M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,346,043 | $176M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,339,289 | $175M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,337,999 | $175M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,273,273 | $167M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,252,046 | $164M | 0.2% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 1,215,832 | $159M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,200,569 | $157M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 1,147,807 | $150M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 1,123,879 | $147M | 0.2% | 2026-Q1 |
| Sarasin & Partners LLP new | 1,112,513 | $146M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 1,038,588 | $136M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,028,960 | $135M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 975,656 | $128M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 960,771 | $126M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 933,761 | $122M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 901,695 | $118M | 0.2% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 896,997 | $117M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 894,066 | $117M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 891,700 | $117M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 870,441 | $114M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 855,608 | $112M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 817,358 | $107M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 808,403 | $106M | 0.2% | 2026-Q1 |
| CINCINNATI INSURANCE CO | 794,816 | $104M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 780,485 | $102M | 0.1% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 777,530 | $102M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 768,677 | $101M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 858,074 | $101M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 760,236 | $100M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 755,734 | $99M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 748,776 | $98M | 0.1% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 743,226 | $97M | 0.1% | 2026-Q1 |
| FIL Ltd added | 731,702 | $96M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 725,882 | $95M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 720,319 | $94M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 711,767 | $93M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 706,338 | $92M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 689,224 | $90M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 687,731 | $90M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 671,630 | $88M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 78,258,465 | $9.2B | 13.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.