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Duke Energy Corp

CUSIP: 26441CBY0 | TRACE | 142 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Institutional Holders — Q1 2026

Elequin Capital, LP463,249,085
42.9% of portfolio›$510.9M
D. E. Shaw & Co., Inc.112,873,000
0.1% of portfolio›$124.6M
Aequim Alternative Investments LP100,000,000
2.1% of portfolio›$110.4M
Calamos Advisors LLC78,473,000
0.3% of portfolio›$86.5M
Walleye Capital LLC74,262,000
0.3% of portfolio›$81.9M
Lombard Odier Asset Management (Europe) Ltd52,368,000
3.2% of portfolio›$58.8M
Jain Global LLC50,000,000
0.2% of portfolio›$55.1M
HBK Investments L P46,000,000
0.5% of portfolio›$50.7M
Advent Capital Management28,645,000
0.9% of portfolio›$32.2M
PenderFund Capital Management Ltd.25,000,000
4.4% of portfolio›$28.1M
O'Connor Alternative Investments LLC25,000,000
1.4% of portfolio›$27.7M
American Century Companies Inc23,412,000
0.0% of portfolio›$25.8M
JPMorgan Chase & Co17,882,000
0.0% of portfolio›$19.8M
Lord, Abbett & Co. LLC15,785,000
0.0% of portfolio›$17.4K
Universal- Beteiligungs- und Servicegesellschaft mbH12,800,000
0.0% of portfolio›$14.4M
Victory Capital Management Inc10,869,000
0.0% of portfolio›$12.0M
Wells Fargo & Company10,611,000
0.0% of portfolio›$11.7M
Brevan Howard Capital Management LP10,000,000
0.1% of portfolio›$11.0M
Zazove Associates LLC8,290,000
0.8% of portfolio›$9.1M
Bank of America Corp6,128,000
0.0% of portfolio›$6.8M
Goldman Sachs Group Inc5,000,000
0.0% of portfolio›$5.5M
Skaana Management L.P.4,326,000
1.6% of portfolio›$4.8M
SSI Investment Management LLC3,668,000
0.3% of portfolio›$4.0M
Citigroup Inc2,475,000
0.0% of portfolio›$2.7M
BNP Paribas Financial Markets1,710,000
0.0% of portfolio›$1.9M
Piper Sandler & Co.1,706,000
1.9% of portfolio›$1.9M
Russell Investments Group, Ltd.1,598,000
0.0% of portfolio›$1.8M
Nomura Asset Management International Inc.1,524,000
0.0% of portfolio›$1.7M
Aegon USA Investment Management, LLC1,434,000
1.2% of portfolio›$1.6M
Mackay Shields LLC500,000
0.0% of portfolio›$551.8K
Jane Street Group, LLC300,000
0.0% of portfolio›$329.0K
Calamos Wealth Management LLC282,000
0.0% of portfolio›$311.0K
Shaolin Capital Management LLC249,999
10.4% of portfolio›$280.7M
Capital World Investors230,000
0.0% of portfolio›$253.8K
Nomura Holdings Inc122,927
0.0% of portfolio›$16.1M
SEI Investments Co107,000
0.0% of portfolio›$118.1K
Steward Partners Investment Advisory, LLC83,000
0.0% of portfolio›$91.5K
LPL Financial LLC76,000
0.0% of portfolio›$83.6K
Ameriprise Financial Inc71,000
0.0% of portfolio›$78.2K
Ameriprise Financial Inc71,000
0.0% of portfolio›$78.2K
MML Investors Services, LLC53,000
0.0% of portfolio›$58.4K
Northwestern Mutual Wealth Management Co23,000
0.0% of portfolio›$25.3K
&partners21,000
0.0% of portfolio›$23.1K
Cetera Investment Advisers19,000
0.0% of portfolio›$20.9K
Squarepoint Ops LLC16,000
0.0% of portfolio›$17.6M
Ethic Inc.15,545
0.0% of portfolio›$2.0M
Blair William & Co13,000
0.0% of portfolio›$14.3K
Wealth Enhancement Advisory Services, LLC13,000
0.0% of portfolio›$14.4K
Roundview Capital LLC12,500
0.0% of portfolio›$13.8K
Suncoast Equity Management12,000
0.0% of portfolio›$13.2K
Inspire Advisors, LLC11,000
0.0% of portfolio›$12.1K
Royal Bank of Canada4,000
0.0% of portfolio›$4.0K
Rothschild Investment LLC3,000
0.0% of portfolio›$3.3K
Boussard & Gavaudan Investment Management LLP2,600
0.3% of portfolio›$2.9M
Alken Asset Management Ltd1,800
0.2% of portfolio›$2.0K
Nomura Asset Management Co LTD0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Elequin Capital, LP
463,249,085$510.9M42.9%GrowthVery HighNew York, NY2026-05-11
D. E. Shaw & Co., Inc.
112,873,000$124.6M0.1%GARPHighNew York, NY2026-05-15
Aequim Alternative Investments LP
100,000,000$110.4M2.1%CoreHighMill Valley, CA2026-05-15
Calamos Advisors LLC
78,473,000$86.5M0.3%GrowthMediumNaperville, IL2026-05-04
Walleye Capital LLC
74,262,000$81.9M0.3%CoreVery HighNew York, NY2026-05-13
Lombard Odier Asset Management (Europe) Ltd
52,368,000$58.8M3.2%CoreVery HighLondon, United Kingdom2026-06-15
Jain Global LLC
50,000,000$55.1M0.2%GARPVery HighNew York, NY2026-05-15
HBK Investments L P
46,000,000$50.7M0.5%MomentumVery HighDallas, TX2026-05-15
Advent Capital Management
28,645,000$32.2M0.9%GrowthMediumNew York, NY2026-05-07
PenderFund Capital Management Ltd.
25,000,000$28.1M4.4%Deep ValueVery HighVancouver, UAE2026-05-15
O'Connor Alternative Investments LLC
25,000,000$27.7M1.4%Deep ValueN/ANew York, NY2026-08-14
American Century Companies Inc
23,412,000$25.8M0.0%GARPMediumKansas City, MO2026-05-15
JPMorgan Chase & Co
17,882,000$19.8M0.0%GrowthMediumNew York, NY2026-05-13
Lord, Abbett & Co. LLC
15,785,000$17.4K0.0%MomentumMediumJersey City, NJ2026-05-14
Universal- Beteiligungs- und Servicegesellschaft mbH
12,800,000$14.4M0.0%CoreLowFrankfurt Am Main, Hong Kong2026-05-11
Victory Capital Management Inc
10,869,000$12.0M0.0%CoreMediumSan Antonio, TX2026-05-15
Wells Fargo & Company
10,611,000$11.7M0.0%CoreLowSan Francisco, CA2026-07-08
Brevan Howard Capital Management LP
10,000,000$11.0M0.1%CoreVery HighSt. Helier, Venezuela2026-05-15
Zazove Associates LLC
8,290,000$9.1M0.8%YieldMediumIncline Village, NV2026-06-18
Bank of America Corp
6,128,000$6.8M0.0%CoreLowCharlotte, NC2026-05-18
Goldman Sachs Group Inc
5,000,000$5.5M0.0%CoreMediumNew York, NY2026-05-15
Skaana Management L.P.
4,326,000$4.8M1.6%MomentumHighBrooklyn, NY2026-05-11
SSI Investment Management LLC
3,668,000$4.0M0.3%Agg GrowthMediumLos Angeles, CA2026-05-14
Citigroup Inc
2,475,000$2.7M0.0%CoreMediumNew York, NY2026-05-11
BNP Paribas Financial Markets
1,710,000$1.9M0.0%CoreMediumParis, India2026-05-12
Piper Sandler & Co.
1,706,000$1.9M1.9%GARPVery HighMinneapolis, MN2026-05-12
Russell Investments Group, Ltd.
1,598,000$1.8M0.0%CoreLowSeattle, WA2026-05-08
Nomura Asset Management International Inc.
1,524,000$1.7M0.0%GARPMediumPhiladelphia, PA2026-05-15
Aegon USA Investment Management, LLC
1,434,000$1.6M1.2%ETFVery LowCedar Rapids, IA2026-04-21
Mackay Shields LLC
500,000$551.8K0.0%Deep ValueLowNew York, NY2026-04-27
Jane Street Group, LLC
300,000$329.0K0.0%CoreVery HighNew York, NY2026-05-12
Calamos Wealth Management LLC
282,000$311.0K0.0%GrowthMediumNaperville, IL2026-05-04
Shaolin Capital Management LLC
249,999$280.7M10.4%GARPVery HighMiami, FL2026-05-15
Capital World Investors
230,000$253.8K0.0%CoreMediumLos Angeles, CA2026-05-13
Nomura Holdings Inc
122,927$16.1M0.0%GrowthHighTokyo, Mexico2026-05-15
SEI Investments Co
107,000$118.1K0.0%GARPLowOaks, PA2026-05-13
Steward Partners Investment Advisory, LLC
83,000$91.5K0.0%CoreLowStamford, CT2026-05-08
LPL Financial LLC
76,000$83.6K0.0%IndexVery LowFort Mill, SC2026-05-06
Ameriprise Financial Inc
71,000$78.2K0.0%CoreMediumMinneapolis, MN2026-07-17
Ameriprise Financial Inc
71,000$78.2K0.0%CoreMediumMinneapolis, MN2026-07-17
MML Investors Services, LLC
53,000$58.4K0.0%IndexLowSpringfield, MA2026-05-04
Northwestern Mutual Wealth Management Co
23,000$25.3K0.0%IndexVery LowMilwaukee, WI2026-05-07
&partners
21,000$23.1K0.0%IndexVery LowNashville, TN2026-05-15
Cetera Investment Advisers
19,000$20.9K0.0%IndexVery LowSchaumburg, IL2026-05-13
Squarepoint Ops LLC
16,000$17.6M0.0%GARPVery HighNew York, NY2026-05-15
Ethic Inc.
15,545$2.0M0.0%CoreLowNew York, NY2026-04-27
Blair William & Co
13,000$14.3K0.0%MomentumLowChicago, IL2026-05-08
Wealth Enhancement Advisory Services, LLC
13,000$14.4K0.0%CoreLowPlymouth, MN2026-04-08
Roundview Capital LLC
12,500$13.8K0.0%CoreLowPrinceton, NJ2026-05-08
Suncoast Equity Management
12,000$13.2K0.0%GrowthMediumTampa, FL2026-05-08
Inspire Advisors, LLC
11,000$12.1K0.0%ETFMediumMeridian, ID2026-05-15
Royal Bank of Canada
4,000$4.0K0.0%CoreLowToronto, Australia2026-05-15
Rothschild Investment LLC
3,000$3.3K0.0%IndexLowChicago, IL2026-05-07
Boussard & Gavaudan Investment Management LLP
2,600$2.9M0.3%GrowthLowLondon, United Kingdom2026-05-15
Alken Asset Management Ltd
1,800$2.0K0.2%CoreMediumLondon, United Kingdom2026-04-24
Nomura Asset Management Co LTD
0$00.0%GrowthLowTokyo, Mexico2026-07-22