Duke Energy Corporation· DUK

🇺🇸 US · LargeSP500NYSE

UtilitiesRegulated ElectricWebsite

Price: $124.27
Day: -0.01%
Mkt Cap: $96.88B
52W Range: $113.90 – $134.49
Volume: 3.91M
Beta: 0.37

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Duke Energy Corporation

DUK|Utilities|Regulated Electric

Current price: $124

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$2.9M

Net share flow-23.5K

Purchases0 ($0)

Sales2 ($2.9M)

Top Notable Transactions

Insider

Type

Value

Date

Sideris Harry K.

Sale

$2.5M

May 8

GOOD LYNN J

Sale

$1.5M

May 15

JANSON JULIA S

Sale

$1.2M

Feb 26

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership69.5%

13F share flow+11.0%

Investors holding2.5K

+1553 adding-981 reducing

230

1323

823

New 230Inc 1323Red 823Closed 158

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$9.1B

+0.6%

STATE STREET CORP

$5.8B

+1.3%

GEODE CAPITAL MANAGEMENT, LLC

$2.6B

+3.9%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$1.9B

-10.2%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting267

Total shares held97.6M

Share flow-13.4%

70 buying78 selling

119

Buying 70Unchanged 119Selling 78

Top Fund Holders

Fund

Weight

Change

ADAMS DIVERSIFIED EQUITY FUND, INC.

150.0K

35.97%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

DUK Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-14

Institutional Flow

50% weight

+52

Fund Flow

10% weight

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for DUK

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

2 sales totaling $2.9M (23.5K shares)

Share volume is elevated at 1.7x the historical average

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, DUK

Top 8 highest-value recent insider trades

Sideris Harry K.

CEO

Sell

20,000 shares at $124.37

May 8, 2026$2.49M

GOOD LYNN J

CEO

Sell

15,000 shares at $103.30

May 15, 2024$1.55M

JANSON JULIA S

CEO

Sell

10,000 shares at $116.09

Feb 26, 2025$1.16M

JANSON JULIA S

CEO

Sell

10,000 shares at $112.58

Aug 23, 2024$1.13M

Savoy Brian D

CFO

Sell

8,728 shares at $127.49

Feb 23, 2026$1.11M

Ghartey-Tagoe Kodwo

Officer

Sell

9,007 shares at $117.10

Feb 28, 2025$1.05M

JANSON JULIA S

Officer

Sell

10,000 shares at $102.79

May 9, 2024$1.03M

Glenn Robert Alexander

Officer

Sell

8,200 shares at $123.80

Nov 19, 2025$1.02M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for DUK

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

69.5% institutional ownership

Moderate accumulation: 1553 adding vs 981 reducing

13F shares increased by 0.6%, a modest change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+776 growing-1633 shrinkingNet: -857

700

452

1181

New (76)

Increased (700)

Reduced (452)

Closed (1181)

Top Institutional Holders, DUK

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

12.7M

$1.6B

Ownership

1.64%

-11.5%

ENVESTNET ASSET MANAGEMENT INC

2.6M

$324.0M

Ownership

0.33%

-2.4%

CITIGROUP INC

1.8M

$233.1M

Ownership

0.24%

+97.2%

SUMITOMO MITSUI TRUST GROUP, INC.

1.8M

$222.4M

Ownership

0.23%

-0.1%

SARASIN & PARTNERS LLP

1.3M

$162.4M

Ownership

0.16%

+15.3%

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

1.2M

$157.0M

Ownership

0.16%

-10.2%

ASSENAGON ASSET MANAGEMENT S.A.

1.1M

$133.8M

Ownership

0.14%

+18.2%

PRINCIPAL FINANCIAL GROUP INC

1.0M

$129.5M

Ownership

0.13%

-0.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 267 ETFs and mutual funds reporting

70 buying78 sellingNet: -8

119

Buying (70)

Unchanged (119)

Selling (78)

Neutral

Mixed fund activity in Q2 2026

267 ETFs and mutual funds reporting

70 buying vs 78 selling (balanced)

Top Fund Holders, DUK

Largest 1 ETF and mutual fund positions by shares held as of latest filing

ADAMS DIVERSIFIED EQUITY FUND, INC.

150.0K

Weight

35.97%

No change

Duke Energy Corporation· DUK

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings137Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings137Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights