DUK-PA Institutional Ownership
Duke Energy Corporation
1W: +0.0%
1M: +0.8%
3M: -8.7%
YTD: -9.8%
1Y: -10.1%
3Y: +8.9%
5Y: +2.2%
$22.27
+0.07 (+0.32%)
Weekly Expected Move ±2.4%
$21
$22
$22
$23
$24
Credit Risk of going bust: lower than 81% of companies Debt: 48.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.77 (down 97%), Duke Energy Corporation would be worth roughly what it owes.
Total debt $91.24B against a stock market value of $97.31B.
Distance to default 9.94 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $50.12B (short-term plus half of long-term), stock volatility 16.5%; Altman Z'' 0.60. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.77 (down 97%), Duke Energy Corporation would be worth roughly what it owes.
Total debt $91.24B against a stock market value of $97.31B.
Distance to default 9.94 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $50.12B (short-term plus half of long-term), stock volatility 16.5%; Altman Z'' 0.60. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — DUK-PA
7
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
2
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Moran Wealth Management, LLC NEW | 107,315 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Mathes Company, Inc. | 26,145 | $582K | — | +0.0% | 13Q | SEC ↗ |
| 3 | Towne Trust Company, N.A | 5,200 | $116K | +1,200 | +30.0% | 4Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 599 | $13K | -12 | -2.0% | 15Q | SEC ↗ |
| 5 | First Command Advisory Services, Inc. NEW | 128 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 6 | NBC SECURITIES, INC. | 0 | $0K | -18 | -100.0% | 2Q | SEC ↗ |
| 7 | Cascades Capital Asset Management, LLC | 0 | $0K | -18,468 | -100.0% | 2Q | SEC ↗ |
| 8 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0 | $0K | -125 | -100.0% | 13Q | SEC ↗ |
| 9 | RESOURCES MANAGEMENT CORP /CT/ /ADV | 0 | $0K | -400 | -100.0% | 4Q | SEC ↗ |
| 10 | Ascentis Independent Advisors | 0 | $0K | -3,747 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Moran Wealth Management, LLC | 107,315 | $2M |
| First Command Advisory Services, In | 128 | $3K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cascades Capital Asset Management, | 18,468 | $411K |
| Ascentis Independent Advisors | 3,747 | $83K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 400 | $9K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 125 | $3K |
| NBC SECURITIES, INC. | 18 | $0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Towne Trust Company, N.A | +1,200 | +30.0% | 5,200 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | -12 | -2.0% | 599 |