Duke Energy Corporation· DUK

🇺🇸 US · LargeSP500NYSE

Utilities Regulated Electric Website

Price: $121.24
Day: +0.85%
Mkt Cap: $94.52B
52W Range: $113.90 – $134.49
Volume: 3.46M
Beta: 0.36

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 2,535 institutions hold; 1,309 added, 815 reduced

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Duke Energy Corporation

DUK|Utilities|Regulated Electric

Current price: $121

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

1.4x

vs own 6-quarter average

Seller breadth · Q2 2026

2 sellers

vs 3.2 avg per quarter

Institutional net breadth · Q2 2026

+494

1,486 adding vs 992 reducing

Institutional ownership · Q2 2026

71.0%

2,535 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

70.5M

+1.6%

VANGUARD CAPITAL MANAGEMENT LLC

50.8M

+0.5%

STATE STREET CORP

45.0M

+0.8%

GEODE CAPITAL MANAGEMENT, LLC

20.4M

+1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.4M

+1.3%

MORGAN STANLEY

13.1M

+3.2%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

137

187

164

137 buying187 unchanged164 selling

488 funds held DUK in Q2 2026, holding 234.6M shares between them, up 2.5% on the quarter.

Largest fund holders

Advisor Managed Portfolios14.3K sh

EIP INVESTMENT TRUST13.9K sh

Advisors' Inner Circle Fund II13.3K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 8

Sideris Harry K.

$2.5M

Sale · Mar 2

Ghartey-Tagoe Kodwo

$2.2M

Sale · Feb 26

JANSON JULIA S

$1.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

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

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Generated September 12, 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

Institutional Flow

50% weight

+36

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 September 11, 2026.

Insider Trading Activity

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

Insider Selling Pace for DUK

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

2 sales totaling $2.9M (23.5K shares)

Share volume is at a routine pace (1.4x average)

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

1.4x

Selling pace

vs own 6-qtr average

Routine

2.10%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 2.7 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, DUK

Top 8 highest-value insider trades from the last 8 quarters

Sideris Harry K.

CEO

Sell

20,000 shares at $124.37

≈17.2% of their stake at the time

May 8, 2026$2.49M

Ghartey-Tagoe Kodwo

EVP&CEO Decarolinas&natgasbus

Sell

17,066 shares at $131.54

≈26.1% of their stake at the time

Mar 2, 2026$2.24M

JANSON JULIA S

EVP&CEO, Duke Energy Carolinas

Sell

10,000 shares at $116.09

≈12.5% of their stake at the time

Feb 26, 2025$1.16M

Savoy Brian D

CFO

Sell

8,728 shares at $127.49

≈13.0% of their stake at the time

Feb 23, 2026$1.11M

Ghartey-Tagoe Kodwo

EVP, CLO & Corp Sec

Sell

9,007 shares at $117.10

≈16.5% of their stake at the time

Feb 28, 2025$1.05M

Glenn Robert Alexander

General Counsel

Sell

8,200 shares at $123.80

≈41.9% of their stake at the time

Nov 19, 2025$1.02M

Renjel Louis E.

EVP&CEO Def&mw&chiefcorpaffoff

Sell

6,800 shares at $127.67

≈23.6% of their stake at the time

Feb 12, 2026$868.16K

Gillespie Thomas Preston Jr.

EVP-Chf Gen Off-Entrp Op Excel

Sell

6,700 shares at $124.26

≈12.6% of their stake at the time

Aug 12, 2025$832.54K

Institutional Ownership Analysis

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

Institutional Positions for DUK

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

71.0% institutional ownership

Slight accumulation: 1486 adding vs 992 reducing

13F shares increased by 2.2%, a notable change

+494

Net breadth

1,486 adding vs 992 reducing

Accumulating

1.50

Add / reduce ratio

in Q2 2026

New − closed

177 initiated, 177 exited

8 of 10

Top holders adding

largest holders that added

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1486 growing-992 shrinkingNet: +494

177

1309

815

177

New (177)

Increased (1309)

Reduced (815)

Closed (177)

Top Institutional Holders, DUK

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

70.5M

$8.9B

Ownership

9.06%

+1.6%

VANGUARD CAPITAL MANAGEMENT LLC

50.8M

$6.4B

Ownership

6.53%

+0.5%

STATE STREET CORP

45.0M

$5.7B

Ownership

5.77%

+0.8%

GEODE CAPITAL MANAGEMENT, LLC

20.4M

$2.6B

Ownership

2.61%

+1.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.4M

$2.6B

Ownership

2.61%

+1.3%

MORGAN STANLEY

13.1M

$1.7B

Ownership

1.68%

+3.2%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

12.7M

$1.6B

Ownership

1.64%

-11.6%

FRANKLIN RESOURCES INC

10.5M

$1.3B

Ownership

1.35%

+1.5%

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: 488 ETFs and mutual funds reporting

137 buying164 sellingNet: -27

137

187

164

Buying (137)

Unchanged (187)

Selling (164)

In total, funds bought 10.1M shares and sold 4.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

488 ETFs and mutual funds reporting

137 buying vs 164 selling (balanced)

Top Fund Holders, DUK

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Advisor Managed Portfolios

14.3K

Weight

0.03%

Jun 30, 2026No change

EIP INVESTMENT TRUST

13.9K

Weight

17.30%

Jul 31, 2026Increased

Advisors' Inner Circle Fund II

13.3K

Weight

0.00%

Jun 30, 2026Increased

CANTOR SELECT PORTFOLIOS TRUST

13.0K

Weight

1.48%

Jun 30, 2026No change

SEASONS SERIES TRUST

12.8K

Weight

0.06%

Jun 30, 2026Decreased

Brookfield Real Assets Income Fund Inc.

12.8K

Weight

0.12%

Jun 30, 2026No change

NORTHERN LIGHTS FUND TRUST II

12.7K

Weight

0.21%

Jun 30, 2026Decreased

FIRST TRUST EXCHANGE-TRADED FUND II

12.5K

Weight

0.10%

Jun 30, 2026Increased

Duke Energy Corporation· DUK

Holdings Analysis

Insider Trading Activity

1.3Transaction History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings187Most 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 History54Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings187Most 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