Duke Energy: which funds bought and sold
Institutions that bought and sold Duke Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 1,253 institutions that filed 13F reports for both quarters added to or opened positions in Duke Energy, and 929 cut or closed them. Together they added a net 4.0M shares, +0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.1M shares (−4.0%); index fund managers were net buyers of 2.6M shares (+1.1%). 137 opened a new position and 135 sold out entirely.
Bought, Q2 2026 1,253 institutions, 137 of them new holders Sold, Q2 2026 929 institutions, 135 of them sold out
Net change, all compared +4.0M shares (+0.7%)
Net change, active managers −3.1M shares (−4.0%), 43 bought, 44 sold
Buyers versus sellers
1,253 bought 357 929 sold
Active managers and hedge funds 43 bought · 44 sold · −3.1M
Index fund managers 10 bought · 2 sold · +2.6M
Other institutions 1,200 bought · 883 sold · +4.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +1.2M +1.8% | 70.5M | $8.9B |
| Assenagon Asset Management S.A. | +1.2M +136.4% | 2.1M | $268M |
| First Trust Advisors LP | +1.2M +157.9% | 2.0M | $251M |
| Citigroup Inc | +908K +97.2% | 1.8M | $233M |
| Janney Montgomery Scott LLC | +767K New position | 767K | $97.1M |
| Renaissance Technologies LLC Hedge fund | +737K +26312.5% | 740K | $93.6M |
| Prudential Financial Inc | +721K +166.4% | 1.2M | $146M |
| Qube Research & Technologies Ltd Hedge fund | +708K +1963.0% | 744K | $94.2M |
| Amundi | +523K +26.9% | 2.5M | $312M |
| Bridgewater Associates, LP Hedge fund | +442K New position | 442K | $56M |
| Deutsche Bank Ag\ | +429K +23.8% | 2.2M | $282M |
| Morgan Stanley | +428K +3.4% | 13.1M | $1.7B |
| Arrowstreet Capital, Limited Partnership Hedge fund | +422K +1304.7% | 455K | $57.5M |
| State Street Corp Index funds | +421K +0.9% | 45.0M | $5.7B |
| American Century Companies Inc Active manager | +398K +12.1% | 3.7M | $467M |
| Lazard Asset Management LLC Active manager | +384K +1094.7% | 419K | $53M |
| Cambridge Investment Research Advisors, Inc. | +365K +101.5% | 724K | $91.7M |
| Caisse De Depot Et Placement Du Quebec | +364K +23.0% | 1.9M | $247M |
| Geode Capital Management, LLC Index funds | +320K +1.6% | 20.4M | $2.6B |
| Balyasny Asset Management L.P. Hedge fund | +315K +2662.8% | 327K | $41.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Renaissance Technologies LLC Hedge fund | +737K +26312.5% | 740K | $93.6M |
| Qube Research & Technologies Ltd Hedge fund | +708K +1963.0% | 744K | $94.2M |
| Bridgewater Associates, LP Hedge fund | +442K New position | 442K | $56M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +422K +1304.7% | 455K | $57.5M |
| American Century Companies Inc Active manager | +398K +12.1% | 3.7M | $467M |
| Lazard Asset Management LLC Active manager | +384K +1094.7% | 419K | $53M |
| Balyasny Asset Management L.P. Hedge fund | +315K +2662.8% | 327K | $41.4M |
| Squarepoint Ops LLC Hedge fund | +298K +116.9% | 554K | $70.1M |
| D. E. Shaw & Co., Inc. Hedge fund | +173K +1042.3% | 190K | $24M |
| Franklin Resources Inc Active manager | +167K +1.6% | 10.5M | $1.3B |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | −1.6M −11.5% | 12.7M | $1.6B |
| GQG Partners LLC Active manager | −1.3M −16.7% | 6.5M | $823M |
| FMR LLC Active manager | −1.0M −9.8% | 9.7M | $1.2B |
| Omers Administration Corp | −889K −73.1% | 327K | $41.3M |
| Marshall Wace, LLP Hedge fund | −879K −98.5% | 13K | $1.7M |
| Jane Street Group, LLC | −675K −94.8% | 37K | $4.6M |
| Canada Pension Plan Investment Board | −610K −45.3% | 736K | $93.2M |
| Royal Bank Of Canada | −597K −7.6% | 7.3M | $924M |
| Barclays PLC | −580K −22.0% | 2.1M | $260M |
| Citadel Advisors LLC Hedge fund | −484K −19.4% | 2.0M | $255M |
| Bank Of America Corp | −481K −5.1% | 8.9M | $1.1B |
| Two Sigma Investments, LP Hedge fund | −454K −67.9% | 215K | $27.2M |
| Voya Investment Management LLC | −405K −22.0% | 1.4M | $181M |
| Jpmorgan Chase & Co | −403K −10.0% | 3.6M | $466M |
| Zimmer Partners, LP Hedge fund | −400K −91.4% | 38K | $4.7M |
| Wellington Management Group LLP Active manager | −373K −5.6% | 6.2M | $790M |
| California Public Employees Retirement System | −338K −17.9% | 1.5M | $196M |
| Raymond James Financial Inc | −317K −6.6% | 4.5M | $566M |
| Bessemer Group Inc | −289K −24.0% | 912K | $115M |
| Jennison Associates LLC Active manager | −255K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | −1.6M −11.5% | 12.7M | $1.6B |
| GQG Partners LLC Active manager | −1.3M −16.7% | 6.5M | $823M |
| FMR LLC Active manager | −1.0M −9.8% | 9.7M | $1.2B |
| Marshall Wace, LLP Hedge fund | −879K −98.5% | 13K | $1.7M |
| Citadel Advisors LLC Hedge fund | −484K −19.4% | 2.0M | $255M |
| Two Sigma Investments, LP Hedge fund | −454K −67.9% | 215K | $27.2M |
| Zimmer Partners, LP Hedge fund | −400K −91.4% | 38K | $4.7M |
| Wellington Management Group LLP Active manager | −373K −5.6% | 6.2M | $790M |
| Jennison Associates LLC Active manager | −255K Sold out | 0 | — |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −230K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Janney Montgomery Scott LLC | 767K | $97.1M |
| Bridgewater Associates, LPHedge fund | 442K | $56M |
| Capitolis Liquid Global Markets LLC | 110K | $13.9M |
| Aware Super Pty Ltd As Trustee Of Aware Super | 71K | $9M |
| Ilex Capital Partners (UK) LLP | 71K | $8.9M |
| Park Avenue Securities LLC | 64K | $8M |
| Voloridge Investment Management, LLCHedge fund | 48K | $6.1M |
| Pinkerton Wealth, LLC | 46K | $6M |
| Kettle Hill Capital Management, LLC | 40K | $5.1M |
| Elo Mutual Pension Insurance Co | 38K | $4.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Jennison Associates LLCActive manager | 255K | $33.4M |
| Adage Capital Partners Gp, L.L.C.Hedge fund | 230K | $30.1M |
| Ossiam | 190K | $24.8M |
| Hudson Bay Capital Management LPHedge fund | 188K | $24.7M |
| Ilmarinen Mutual Pension Insurance Co | 125K | $16.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84K | $11M |
| Greenland Capital Management LP | 68K | $8.9M |
| Virtu Financial LLC | 45K | $5.9M |
| Blue Sparrow, LLC | 38K | $5M |
| Farringdon Capital, Ltd. | 34K | $4.5M |
Who holds the shares
- Institutions reporting
- 2,445
- Ten largest holders
- 48.2% of 13F-reported shares
- Index fund managers
- 42.2% of 13F-reported shares
- Active managers and hedge funds
- 13.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 43 | 44 | 7 | 10 | −3.1M | −4.0% |
| Index fund managers | 10 | 2 | 0 | 0 | +2.6M | +1.1% |
| Other institutions | 1,200 | 883 | 130 | 125 | +4.4M | +1.9% |