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DUK

DUK 13F Institutional Holders

Duke Energy CORP

+$7.7B

Net Activity

Institutions Holding

2466

Popularity Rank

#83

Avg Weight

0.25%

Total Value

$71.5B

Ownership Trend

2466 institutions currently hold DUK, with 1290 net buyers and 933 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

933

Net Buying Institutions

1290

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$9.1B
VC
Vanguard Capital Management LLC
$6.6B
SS
State Street CORP
$5.8B
GC
Geode Capital Management, LLC
$2.6B
VP
Vanguard Portfolio Management LLC
$2.6B

Top 5 by Conviction

CC
Cullen Capital Management, LLC
2.58%
CW
Capital Wealth Planning, LLC
1.98%
GP
GQG Partners LLC
1.62%
MU
Mitsubishi UFJ Trust & Banking Corp
0.86%
FH
Federated Hermes, INC.
0.81%
View all 2466 holding institutions

Across its top 20 institutional holders, DUK's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$43.0B

Total Buy Value

$18.9B

Total Sell Value

New buy202
Trim824
Add1088
Sold out109

1290

Net Buyers

933

Net Sellers

Smart Money Convergence

DUK does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-18

12-Month Buy/Sell Activity

Feb 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellGhartey-Tagoe KodwoEVP&CEO DECarolinas&NatGasBus2026-03-02$156K
SellGhartey-Tagoe KodwoEVP&CEO DECarolinas&NatGasBus2026-03-02$2.24M
SellRepko Regis T.SVP, System Planning&Construct2026-03-02$87K
SellRepko Regis T.SVP, System Planning&Construct2026-02-24$123K
SellSavoy Brian DEVP & CFO2026-02-23$420K
SellSavoy Brian DEVP & CFO2026-02-23$1.11M
SellRepko Regis T.SVP, System Planning&Construct2026-02-20$557K
SellRenjel Louis E.EVP&CEO DEF&MW&ChiefCorpAffOff2026-02-12$868K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-17
2026-07-17

Duke Energy subsidiary Duke Energy Carolinas (DEC) filed a comprehensive revenue requirement settlement in its North Carolina rate case, resolving key items including a 9.8% return on equity (53% equity component), a retail rate base of about $25.7 billion, and approximately $3.8 billion in capital under a multi-year rate plan. DEC also agreed to evaluate delaying its next base rate case until November 2028. The settlement will result in about $40 million in one-time pre-tax charges in 2026, treated as special items. The parties also agreed to pursue a similar framework for the Duke Energy Progress rate case.

View Full Filing (SEC EDGAR)
2026-07-06

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

26441C204, 26441C20 , 26441C904, 26441C954, 26441c204

FAQ

Who are the top institutional investors holding DUKE ENERGY CORP (DUK)?
Major stakeholders currently include BlackRock, Inc. ($9.1B), Vanguard Capital Management LLC ($6.6B), State Street CORP ($5.8B). Based on the latest 13F filings, there are a total of 2466 tracked investment funds and institutions maintaining positions in DUK.
What is the overall institutional sentiment toward DUK recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.7B, driven by 1290 managers accumulating shares while 933 reduced their exposure.
Which institutions have been selling or reducing their DUK positions?
In the latest period, 824 funds trimmed their holdings, and 109 managers completely exited their positions. The aggregate reported sell value was $18.9B.
Are there any notable investors adding DUK to their portfolios?
Yes, buying activity remains notable. 202 institutions opened new positions in {ticker}, and 1088 existing holders added to their shares. The total reported buy value for the quarter amounted to $43.0B.

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