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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 15 tracked institutions holding DUK, 9 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +3.7pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, DUK (DUKE ENERGY CORP NEW) is held with a combined value of $27.11B across 219,938,068 shares. The largest holder is VANGUARD GROUP INC with a position worth $9.17B (0.13% of their portfolio). Bridgewater Associates, LP opened a new position in the most recent quarter. 5 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$27.11B
Total Shares Held
219,938,068
Institutional Holders
15
% of Shares Outstanding
28.2%
of 779.60M shares · SEC 2026-04-30
Days to Cover
3.1+8.8%
17.85M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 28.2% of DUK's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $9.17B | 0.13% | +2.6% |
| 2 | BlackRock, Inc. | $8.93B | 0.13% | +1.8% |
| 3 | STATE STREET CORP | $5.69B | 0.17% | +0.9% |
| 4 | FMR LLC | $1.23B | 0.05% | -9.8% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $790.34M | 0.14% | -5.6% |
| 6 | Capital Research Global Investors | $569.54M | 0.08% | +0.3% |
| 7 | CITADEL ADVISORS LLC | $255.02M | 0.15% | -19.4% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $165.76M | 0.02% | -2.2% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $93.61M | 0.13% | +26312.5% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $70.77M | 0.02% | -0.8% |
| Member | Type | Date |
|---|---|---|
| Dan Newhouse | Buy | Jul 10, 2026 |
| Thomas H Tuberville | Sell | Jun 8, 2026 |
| Alan Armstrong | Sell | Mar 27, 2026 |
| Lisa McClain | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of DUK with a position worth $9.17B, representing 0.13% of their portfolio. In total, 15 institutional investors hold DUK with a combined value of $27.11B.
In the most recent quarter, 1 fund opened a new position in DUK. Additionally, 5 increased their holdings and 8 reduced their positions.
Institutional investors hold $27.11B worth of DUK stock across 15 positions. The largest institutional holder is VANGUARD GROUP INC with $9.17B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For DUK, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their DUK positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Marjorie Taylor Greene | Buy | Sep 11, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
Showing 8 of 20. STOCK Act disclosures lag up to 45 days.
Last Close
$120.43
2026-09-09
YTD
+2.5%
33% of 52-week range
