DUK Institutional Ownership
Duke Energy Corporation
1W: +4.4%
1M: +9.8%
3M: -2.8%
YTD: +8.8%
1Y: +1.2%
3Y: +58.7%
5Y: +51.1%
$124.80
+0.36 (+0.29%)
After Hours: $124.25 (-0.55, -0.44%)
Weekly Expected Move ±2.8%
$118
$121
$125
$128
$132
Credit Risk of going bust: lower than 81% of companies Debt: 48.5% of company value Bonds: $1.64B held by 866 funds, 77 bp over Treasuries → 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 $4.33 (down 97%), Duke Energy Corporation would be worth roughly what it owes.
Total debt $91.24B against a stock market value of $97.04B.
Distance to default 9.94 (Merton model): prices to 2026-10-26, 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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $4.33 (down 97%), Duke Energy Corporation would be worth roughly what it owes.
Total debt $91.24B against a stock market value of $97.04B.
Distance to default 9.94 (Merton model): prices to 2026-10-26, 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.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — DUK
2,623
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
$69B
Total Invested
178
New Positions
1129
Increased
943
Reduced
135
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2719 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 70,543,988 | $8.8B | +1,220,118 | +1.8% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 50,837,658 | $6.3B | +311,055 | +0.6% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 44,953,588 | $5.6B | +420,946 | +0.9% | 46Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 20,367,382 | $2.5B | +319,581 | +1.6% | 56Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20,366,327 | $2.5B | +287,769 | +1.4% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 13,107,459 | $1.6B | +427,628 | +3.4% | 56Q | SEC ↗ |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 12,742,489 | $1.6B | -1,648,807 | -11.5% | 56Q | SEC ↗ |
| 8 | FRANKLIN RESOURCES INC | 10,537,072 | $1.3B | +167,001 | +1.6% | 22Q | SEC ↗ |
| 9 | FMR LLC | 9,703,239 | $1.2B | -1,048,914 | -9.8% | 56Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 9,226,192 | $1.1B | +121,584 | +1.3% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 9,226,192 | $1.1B | — | +0.0% | 1Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 8,867,628 | $1.1B | -480,938 | -5.1% | 15Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 7,296,529 | $908M | -596,860 | -7.6% | 56Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 7,243,531 | $902M | -118,666 | -1.6% | 56Q | SEC ↗ |
| 15 | Nuveen, LLC | 6,532,464 | $813M | +94,951 | +1.5% | 6Q | SEC ↗ |
| 16 | GQG Partners LLC | 6,503,039 | $809M | -1,299,424 | -16.7% | 10Q | SEC ↗ |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 6,243,806 | $777M | -373,349 | -5.6% | 56Q | SEC ↗ |
| 18 | Legal & General Group Plc | 5,958,441 | $742M | -216,212 | -3.5% | 27Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 5,613,909 | $699M | +252,217 | +4.7% | 15Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 4,784,956 | $596M | -125,535 | -2.6% | 56Q | SEC ↗ |
| 21 | Invesco Ltd. | 4,742,913 | $590M | -87,171 | -1.8% | 56Q | SEC ↗ |
| 22 | Capital Research Global Investors | 4,499,424 | $560M | +13,664 | +0.3% | 57Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 4,470,007 | $556M | -316,713 | -6.6% | 7Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 4,374,832 | $544M | -2,284 | -0.1% | 2Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 4,001,270 | $498M | +18,142 | +0.5% | 56Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 3,956,407 | $492M | +70,218 | +1.8% | 56Q | SEC ↗ |
| 27 | FEDERATED HERMES, INC. | 3,816,303 | $475M | -880 | -0.0% | 56Q | SEC ↗ |
| 28 | AMERICAN CENTURY COMPANIES INC | 3,689,898 | $459M | +398,282 | +12.1% | 15Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 3,633,938 | $452M | -402,789 | -10.0% | 56Q | SEC ↗ |
| 30 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 3,569,308 | $444M | — | +0.0% | 26Q | SEC ↗ |
| 31 | UBS Group AG | 2,939,189 | $366M | +191,723 | +7.0% | 47Q | SEC ↗ |
| 32 | Jupiter Topco LLC NEW | 2,871,434 | $357M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Capital Wealth Planning, LLC | 2,865,666 | $357M | +124,852 | +4.6% | 34Q | SEC ↗ |
| 34 | JANUS HENDERSON GROUP PLC | 2,735,816 | $340M | +2,684,721 | +5254.4% | 55Q | SEC ↗ |
| 35 | Mitsubishi UFJ Trust & Banking Corp | 2,708,961 | $337M | +44,976 | +1.7% | 56Q | SEC ↗ |
| 36 | LPL Financial LLC | 2,563,597 | $319M | +82,487 | +3.3% | 56Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 2,559,645 | $319M | -62,017 | -2.4% | 56Q | SEC ↗ |
| 38 | MACKENZIE FINANCIAL CORP | 2,515,500 | $313M | -182,124 | -6.8% | 35Q | SEC ↗ |
| 39 | Amundi | 2,468,776 | $307M | +523,280 | +26.9% | 21Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 2,227,946 | $277M | +428,638 | +23.8% | 52Q | SEC ↗ |
| 41 | Swiss National Bank | 2,194,741 | $273M | -87,600 | -3.8% | 53Q | SEC ↗ |
| 42 | DIMENSIONAL FUND ADVISORS LP | 2,146,529 | $267M | +54,245 | +2.6% | 56Q | SEC ↗ |
| 43 | National Pension Service | 2,124,004 | $264M | +36,835 | +1.8% | 48Q | SEC ↗ |
| 44 | BARCLAYS PLC | 2,055,125 | $256M | -580,340 | -22.0% | 56Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 2,014,703 | $251M | -484,274 | -19.4% | 4Q | SEC ↗ |
| 46 | FIRST TRUST ADVISORS LP | 1,982,053 | $247M | +1,213,376 | +157.9% | 56Q | SEC ↗ |
| 47 | Caisse de depot et placement du Quebec | 1,949,212 | $243M | +364,496 | +23.0% | 15Q | SEC ↗ |
| 48 | Cullen Capital Management, LLC | 1,933,412 | $241M | +11,954 | +0.6% | 34Q | SEC ↗ |
| 49 | Mitsubishi UFJ Asset Management Co., L | 1,931,704 | $240M | +163,763 | +9.3% | 56Q | SEC ↗ |
| 50 | CITIGROUP INC | 1,841,739 | $229M | +907,978 | +97.2% | 56Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 9,226,192 | $1.1B |
| Jupiter Topco LLC | 2,871,434 | $357M |
| Janney Montgomery Scott LLC | 766,917 | $95M |
| Bridgewater Associates, LP | 442,098 | $55M |
| Thomasville National Bank | 245,601 | $31M |
| Nykredit A/S | 135,138 | $17M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 110,000 | $14M |
| Bellars Harris Wealth Management, L | 73,740 | $9M |
| Aware Super Pty Ltd as trustee of A | 71,273 | $9M |
| Ilex Capital Partners (UK) LLP | 70,612 | $9M |
| Global Retirement Partners, LLC | 66,982 | $8M |
| PARK AVENUE SECURITIES LLC | 63,537 | $8M |
| TriCert Investment Counsel Inc. | 60,705 | $8M |
| Curated Wealth Partners LLC | 53,938 | $7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 47,796 | $6M |
| PINKERTON WEALTH, LLC | 45,694 | $6M |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 40,230 | $5M |
| Elo Mutual Pension Insurance Co | 38,116 | $5M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 32,847 | $4M |
| Y-Intercept (Hong Kong) Ltd | 32,323 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JENNISON ASSOCIATES LLC | 254,901 | $32M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 230,113 | $29M |
| OSSIAM | 189,517 | $24M |
| Hudson Bay Capital Management LP | 188,498 | $23M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 150,000 | $19M |
| Ilmarinen Mutual Pension Insurance | 124,500 | $15M |
| FJARDE AP-FONDEN /FOURTH SWEDISH NA | 83,650 | $10M |
| Greenland Capital Management LP | 67,739 | $8M |
| MARINER INVESTMENT GROUP LLC | 51,250 | $6M |
| Alberta Investment Management Corp | 46,200 | $6M |
| Virtu Financial LLC | 44,832 | $6M |
| Ausbil Investment Management Ltd | 44,190 | $5M |
| Cinctive Capital Management LP | 39,509 | $5M |
| Blue Sparrow, LLC /DE | 37,992 | $5M |
| Farringdon Capital, Ltd. | 34,223 | $4M |
| Synergy Asset Management, LLC | 26,362 | $3M |
| Financiere des Professionnels - Fon | 25,174 | $3M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 23,303 | $3M |
| IMC-Chicago, LLC | 22,712 | $3M |
| BTG Pactual Asset Management US LLC | 21,739 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | +2,684,721 | +5254.4% | 2,735,816 |
| BlackRock, Inc. | +1,220,118 | +1.8% | 70,543,988 |
| FIRST TRUST ADVISORS LP | +1,213,376 | +157.9% | 1,982,053 |
| CITIGROUP INC | +907,978 | +97.2% | 1,841,739 |
| RENAISSANCE TECHNOLOGIES LLC | +736,750 | +26312.5% | 739,550 |
| PRUDENTIAL FINANCIAL INC | +721,353 | +166.4% | 1,154,750 |
| Qube Research & Technologies Ltd | +708,058 | +1963.0% | 744,129 |
| Amundi | +523,280 | +26.9% | 2,468,776 |
| DEUTSCHE BANK AG | +428,638 | +23.8% | 2,227,946 |
| MORGAN STANLEY | +427,628 | +3.4% | 13,107,459 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +422,198 | +1304.7% | 454,558 |
| STATE STREET CORP | +420,946 | +0.9% | 44,953,588 |
| AMERICAN CENTURY COMPANIES INC | +398,282 | +12.1% | 3,689,898 |
| LAZARD ASSET MANAGEMENT LLC | +383,923 | +1094.7% | 418,993 |
| Caisse de depot et placement du Que | +364,496 | +23.0% | 1,949,212 |
| GEODE CAPITAL MANAGEMENT, LLC | +319,581 | +1.6% | 20,367,382 |
| Balyasny Asset Management L.P. | +315,110 | +2662.8% | 326,944 |
| VANGUARD CAPITAL MANAGEMENT LLC | +311,055 | +0.6% | 50,837,658 |
| Squarepoint Ops LLC | +298,389 | +116.9% | 553,673 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +287,769 | +1.4% | 20,366,327 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | -1,648,807 | -11.5% | 12,742,489 |
| GQG Partners LLC | -1,299,424 | -16.7% | 6,503,039 |
| FMR LLC | -1,048,914 | -9.8% | 9,703,239 |
| OMERS ADMINISTRATION Corp | -889,183 | -73.1% | 326,649 |
| MARSHALL WACE, LLP | -879,020 | -98.5% | 13,149 |
| JANE STREET GROUP, LLC | -675,050 | -94.8% | 36,717 |
| CANADA PENSION PLAN INVESTMENT BOAR | -609,551 | -45.3% | 736,492 |
| ROYAL BANK OF CANADA | -596,860 | -7.6% | 7,296,529 |
| BARCLAYS PLC | -580,340 | -22.0% | 2,055,125 |
| CITADEL ADVISORS LLC | -484,274 | -19.4% | 2,014,703 |
| BANK OF AMERICA CORP /DE | -480,938 | -5.1% | 8,867,628 |
| TWO SIGMA INVESTMENTS, LP | -454,102 | -67.9% | 215,046 |
| VOYA INVESTMENT MANAGEMENT LLC | -405,005 | -22.0% | 1,435,217 |
| JPMORGAN CHASE & CO | -402,789 | -10.0% | 3,633,938 |
| Zimmer Partners, LP | -400,429 | -91.4% | 37,500 |
| WELLINGTON MANAGEMENT GROUP LLP | -373,349 | -5.6% | 6,243,806 |
| California Public Employees Retirem | -338,160 | -17.9% | 1,546,087 |
| RAYMOND JAMES FINANCIAL INC | -316,713 | -6.6% | 4,470,007 |
| BESSEMER GROUP INC | -288,515 | -24.0% | 912,054 |
| Legal & General Group Plc | -216,212 | -3.5% | 5,958,441 |