Reported 213,853 shares, up 4,773 (2.3%) from the prior quarter.
Reported value -1.1%; share count 2.3% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 273000 |
| 2022-03-31 | 245000 |
| 2022-06-30 | 257000 |
| 2022-09-30 | 223000 |
| 2022-12-31 | 250575 |
| 2023-03-31 | 228441 |
| 2023-06-30 | 213671 |
| 2023-09-30 | 256219 |
| 2023-12-31 | 261814 |
| 2024-03-31 | 231427 |
| 2024-06-30 | 3648572 |
| 2024-09-30 | 21461366 |
| 2024-12-31 | 20259214 |
| 2025-03-31 | 23576557 |
| 2025-06-30 | 24597690 |
| 2025-09-30 | 25620581 |
| 2025-12-31 | 24601910 |
| 2026-03-31 | 27376935 |
| 2026-06-30 | 27069513 |
| 2026-09-30 | 24537217 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 215,220 | +1,367 (0.6%) | 1.85% | $24,537,217 | 2026-10-05 | |
| Q2 2026 | Added | 213,853 | +4,773 (2.3%) | 1.86% | $27,069,513 | 2026-07-28 | |
| Q1 2026 | Reduced | 209,080 | -816 (-0.4%) | 2.03% | $27,376,935 | 2026-05-05 | |
| Q4 2025 | Added | 209,896 | +2,861 (1.4%) | 1.68% | $24,601,910 | 2026-02-02 | |
| Q3 2025 | Reduced | 207,035 | -1,420 (-0.7%) | 1.76% | $25,620,581 | 2025-10-21 | |
| Q2 2025 | Added | 208,455 | +15,157 (7.8%) | 2.42% | $24,597,690 | 2025-07-29 | |
| Q1 2025 | Added | 193,298 | +5,260 (2.8%) | 2.55% | $23,576,557 | 2025-04-30 | |
| Q4 2024 | Added | 188,038 | +1,903 (1.0%) | 2.22% | $20,259,214 | 2025-01-30 | |
| Q3 2024 | Added | 186,135 | +149,733 (411.3%) | 2.33% | $21,461,366 | 2024-10-31 | |
| Q2 2024 | Added | 36,402 | +34,009 (1421.2%) | 0.46% | $3,648,572 | 2024-08-05 | |
| Q1 2024 | Reduced | 2,393 | -305 (-11.3%) | 0.03% | $231,427 | 2024-05-03 | |
| Q4 2023 | Reduced | 2,698 | -205 (-7.1%) | 0.03% | $261,814 | 2024-01-31 | |
| Q3 2023 | Added | 2,903 | +522 (21.9%) | 0.03% | $256,219 | 2023-11-01 | |
| Q2 2023 | Added | 2,381 | +13 (0.5%) | 0.03% | $213,671 | 2023-08-07 | |
| Q1 2023 | Reduced | 2,368 | -65 (-2.7%) | 0.03% | $228,441 | 2023-05-02 | |
| Q4 2022 | Added | 2,433 | +33 (1.4%) | 0.03% | $250,575 | 2023-02-01 | |
| Q3 2022 | Unchanged | 2,400 | 0 (0.0%) | 0.03% | $223,000 | 2022-11-02 | |
| Q2 2022 | Added | 2,400 | +210 (9.6%) | 0.03% | $257,000 | 2022-08-05 | |
| Q1 2022 | Reduced | 2,190 | -415 (-15.9%) | 0.03% | $245,000 | 2022-05-02 | |
| Q4 2021 | Unchanged | 2,605 | 0 (0.0%) | 0.03% | $273,000 | 2022-02-10 | |
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Who else reported the position
2638 managers reported DUKE ENERGY CORP NEW for Q2 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 70,543,988 | +1,220,118 | 0.13% | $8,929,457,980 | 8 qtrs |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | 50,837,658 | +311,055 | 0.14% | $6,435,030,749 | 2 qtrs |
| STATE STREET CORPORATION | Added | 44,953,588 | +420,946 | 0.17% | $5,690,225,169 | 53 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 20,367,382 | +319,581 | 0.14% | $2,597,050,800 | 53 qtrs |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | 20,366,327 | +287,769 | 0.12% | $2,577,969,672 | 2 qtrs |
| MORGAN STANLEY | Added | 13,107,459 | +427,628 | 0.09% | $1,659,142,677 | 53 qtrs |
| MASSACHUSETTS FINANCIAL SERVICES CO MA | Reduced | 12,742,489 | -1,648,807 | 0.52% | $1,625,079,566 | 53 qtrs |
| FRANKLIN RESOURCES INC | Added | 10,537,072 | +167,001 | 0.29% | $1,333,782,620 | 53 qtrs |
| FMR LLC | Reduced | 9,703,239 | -1,048,914 | 0.05% | $1,228,235,922 | 53 qtrs |
| PeakShares LLC | Added | 9,467 | +263 | 0.89% | $1,198,333,000 | 3 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2026
- Filed
- July 28, 2026
- Filing type
- 13F-HR
- Position type
- Stock
Voting authority reported
- Sole
- 210,469
- Shared
- 0
- None
- 3,384
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.