Signals

← Signals

☆DUK

2853 in-universe funds with a nonzero position in DUK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16524
Score / z0.000 / -0.02
Consensus786.23 over 1598 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-13 8-K 8.01, 9.01
2026-08-05 8-K 7.01, 9.01
2026-08-04 8-K 2.02, 9.01
2026-07-17 8-K 7.01, 9.01
2026-07-06 8-K 7.01, 9.01
2026-05-13 8-K 5.07, 9.01
2026-05-05 8-K 2.02, 9.01
2026-04-01 8-K 2.01, 7.01, 9.01
2026-03-16 8-K 1.01, 9.01
2026-03-12 8-K 2.03, 3.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-08-12 424B5 Duke Energy CORP
2026-08-10 424B5 Duke Energy CORP
2026-03-06 424B5 Duke Energy CORP
2025-09-09 424B5 Duke Energy CORP
2025-09-08 424B5 Duke Energy CORP
2024-08-20 424B5 Duke Energy CORP
2024-08-19 424B5 Duke Energy CORP
2024-06-06 424B5 Duke Energy CORP
2024-06-05 424B5 Duke Energy CORP
2024-04-10 424B5 Duke Energy CORP
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8,929.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 6,435.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 5,690.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,597.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,578.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,659.1 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,625.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,333.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,228.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 1,198.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,168.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,122.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 923.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 916.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 826.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 823.2 1.5% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 790.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 754.2 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 710.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 605.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 600.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 569.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 565.8 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 553.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 506.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 500.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 483.1 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 467.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 451.8 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 372.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 362.7 1.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 342.9 0.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 324.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 324.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 318.4 0.3% 6 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Amundi CIK 0001330387 0.000 1 312.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 282.0 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 277.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 271.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 268.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 260.1 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 255.0 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 250.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 246.7 0.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 244.7 2.4% 5 -0.2 pp -0.0 pp -0.3 pp -0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 244.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 233.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 223.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 222.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 222.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 215.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 211.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 210.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 195.7 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 181.4 0.2% 6 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 180.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 178.1 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 171.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 162.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 162.4 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 157.0 0.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 152.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 146.2 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 146.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 141.8 2.2% 5 +0.0 pp -0.1 pp +1.3 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 137.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 133.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 133.8 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 129.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 113.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 112.2 0.9% 5 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 110.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 105.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 103.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 103.0 1.9% 4 -0.1 pp -0.0 pp -0.0 pp +1.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 102.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 102.2 1.0% 5 -0.3 pp -0.2 pp -0.5 pp -0.5 pp
☆CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 100.6 1.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 99.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 98.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 95.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 95.2 0.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 94.2 0.1% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 93.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 93.2 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 92.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 91.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 90.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 88.7 0.5% 5 -0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 83.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 81.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 79.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 78.6 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 77.9 0.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 73.5 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 73.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 73.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 72.6 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 72.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 71.2 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 71.1 0.1% 5 -0.0 pp +0.1 pp -0.2 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 70.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 70.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 70.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILFORD FUNDS LTD CIK 0001775715 0.574 91 69.9 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 68.4 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 67.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 66.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 65.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 63.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 63.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 63.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 60.7 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 59.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 57.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 57.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 56.9 1.9% 5 -0.3 pp -0.7 pp -0.8 pp -0.1 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 56.0 1.3% 5 +0.6 pp +0.8 pp +0.8 pp +0.9 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 56.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 54.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 54.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 54.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 53.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 52.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 50.3 0.6% 5 -0.0 pp +0.5 pp +0.5 pp +0.4 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 50.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 49.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 48.5 1.8% 5 -0.2 pp +0.0 pp -0.4 pp -0.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 48.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 47.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 47.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 45.9 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Sky Investment Group LLC CIK 0001333792 0.439 146 5.6 0.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 5.3 0.6% 5 -0.4 pp +0.3 pp +0.3 pp +0.5 pp
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☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp -0.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DUK). Qtrs Held counts distinct quarters this fund has actually held DUK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DUK position size. Δ columns are the percentage-point change in DUK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status