AI summary pending
View Full Filing (SEC EDGAR)Duke Energy CORP
$120.56+0.1%
+$13.6B
Net Activity
+22.75% total shares
Institutions Holding
2501
Popularity Rank
#88
Avg Weight
0.23%
Total Value
$71.8B
Market Cap
$93.7B
2501 institutions currently hold DUK, with 1300 net buyers and 958 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
958
Net Buying Institutions
1300
Top 5 by Value
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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 34/100).
DUK ranks #88 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
2501 institutions disclose a position in DUK, but none treat it as a major bet — even Cullen Capital Management, LLC, its most concentrated holder, allocates just 2.4% of its own portfolio to it.
California State Teachers Retirement System has added to its DUK position for two straight quarters, increasing it by $797.4M to reach $906.4M today.
Wellington Management Group LLP has trimmed its DUK position for two straight quarters, cutting it by $687.4M while still holding $790.3M.
DUK is up 0.1% today, and institutions have been net buyers of $13.6B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
DUK posted net income of $5.1B over the trailing twelve months, and currently trades at a P/E of 18.2.
+$5.4B
Total Buy Value
$2.6B
Total Sell Value
1300
Net Buyers
958
Net Sellers
DUK
Q2 2026
Top 5 Institutional Movers
Institutions accumulate; insiders exclusively sell
Signal Basis
13F data as of June 30, 2026 shows institutional net accumulation of approximately $13.65 billion with 1,300 net buyers versus 958 net sellers, led by BlackRock, Vanguard, and State Street among the top five holders; however, insider activity over the trailing 90 days shows zero buys against 8 sells totaling roughly $5.57 million, a clear directional divergence from institutional positioning.
Confirmation
A shift in insider behavior toward net buying, or sustained institutional accumulation confirmed by smart money convergence in the next filing cycle, would tilt the outlook bullish.
Invalidation Risk
An escalation in insider selling volume paired with weakening institutional net inflows would validate a bearish interpretation.
The scenarios above are AI-generated directly from institutional holders' Form 13F filings on SEC EDGAR and describe historical patterns only. Not investment advice — see the underlying institutional filings linked below.
See the institutional 13F filings behind this signalDUK 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.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Ghartey-Tagoe Kodwo | 2026-03-02 | $156K |
| Sell | Ghartey-Tagoe Kodwo | 2026-03-02 | $2.24M |
| Sell | Repko Regis T. | 2026-03-02 | $87K |
| Sell | Repko Regis T. | 2026-02-24 | $123K |
| Sell | Savoy Brian D | 2026-02-23 | $420K |
| Sell | Savoy Brian D | 2026-02-23 | $1.11M |
| Sell | Repko Regis T. | 2026-02-20 | $557K |
| Sell | Renjel Louis E. | 2026-02-12 | $868K |
1
Members Trading
0
Buy
1
Sell (Full)
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Thomas H Tuberville Senate | 2026-06-08 | $15K–$50K |
| Sell (Full) | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
| Sell (Full) | Thomas H Tuberville Senate | 2025-04-15 | $15K–$50K |
| Sell (Full) | Thomas H Tuberville Senate | 2025-04-15 | $15K–$50K |
| Sell (Full) | Shelley M Capito Senate | 2023-04-04 | $15K–$50K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)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)No AI summary for this filing type
View Full Filing (SEC EDGAR)26441C204, 263534109, 26441C20 , 26441C904, 26441C954, 26441c204
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58
Articles
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