DUKE ENERGY CORP NEW DUK
COM NEW · Common Stock · CUSIP 26441C204 · ISIN US26441C2044
American electric power and natural gas holding company
- SectorUtilities
- IndustryElectric & Other Services Combined
- HeadquartersCharlotte, NC
- Founded1904
- Websiteduke-energy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($408.1m this quarter). Holder counts are more reliable. Shares outstanding: 779.6m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $126.64. Options: 31 managers hold calls ($624.3m notional), 25 hold puts ($340.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,749 |
| Q4 2022 | 1,822 |
| Q1 2023 | 1,806 |
| Q2 2023 | 1,798 |
| Q3 2023 | 1,780 |
| Q4 2023 | 1,899 |
| Q1 2024 | 1,905 |
| Q2 2024 | 1,969 |
| Q3 2024 | 2,064 |
| Q4 2024 | 2,193 |
| Q1 2025 | 2,259 |
| Q2 2025 | 2,272 |
| Q3 2025 | 2,330 |
| Q4 2025 | 2,396 |
| Q1 2026 | 2,478 |
| Q2 2026 | 2,476 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 968 | 866 |
| Q4 2024 | 996 | 841 |
| Q1 2025 | 1,132 | 894 |
| Q2 2025 | 1,157 | 865 |
| Q3 2025 | 1,210 | 845 |
| Q4 2025 | 1,113 | 974 |
| Q1 2026 | 1,287 | 935 |
| Q2 2026 | 1,271 | 939 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $751.4m | $410.9m | 0.55 |
| Q4 2025 | $625.2m | $327.0m | 0.52 |
| Q1 2026 | $693.7m | $320.9m | 0.46 |
| Q2 2026 | $624.3m | $340.5m | 0.55 |
Biggest buyers
| BlackRock, Inc. | Added | +1.2m |
| Assenagon Asset Management S.A. | Added | +1.2m |
| FIRST TRUST ADVISORS LP | Added | +1.2m |
| CITIGROUP INC | Added | +908.0k |
| Janney Montgomery Scott LLC | New | +766.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +736.8k |
| PRUDENTIAL FINANCIAL INC | Added | +721.4k |
| Qube Research & Technologies Ltd | Added | +708.1k |
| Amundi | Added | +523.3k |
| Bridgewater Associates, LP | New | +442.1k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.6m |
| GQG Partners LLC | Reduced | -1.3m |
| FMR LLC | Reduced | -1.0m |
| OMERS ADMINISTRATION Corp | Reduced | -889.2k |
| MARSHALL WACE, LLP | Reduced | -879.0k |
| JANE STREET GROUP, LLC | Reduced | -675.0k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -609.6k |
| ROYAL BANK OF CANADA | Reduced | -596.9k |
| BARCLAYS PLC | Reduced | -580.3k |
| CITADEL ADVISORS LLC | Reduced | -484.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $190.4m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $107.0m845.0k shares |
| CITADEL ADVISORS LLC | Reduced | $93.4m737.7k shares |
| IMC-Chicago, LLC | Added | $48.8m385.9k shares |
| UBS Group AG | Reduced | $48.7m384.8k shares |
| GROUP ONE TRADING LLC | Reduced | $37.2m294.2k shares |
| Point72 Asset Management, L.P. | Reduced | $13.6m107.3k shares |
| Squarepoint Ops LLC | Reduced | $12.3m96.9k shares |
| Walleye Capital LLC | Added | $9.9m78.6k shares |
| SIMPLEX TRADING, LLC | Added | $9.2m72.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $140.1m1.1m shares |
| UBS Group AG | Added | $59.9m473.5k shares |
| SEGRA CAPITAL MANAGEMENT, LLC | New | $31.6m250.0k shares |
| JANE STREET GROUP, LLC | Added | $26.7m210.9k shares |
| CITADEL ADVISORS LLC | Reduced | $20.3m160.1k shares |
| Squarepoint Ops LLC | Reduced | $9.8m77.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.4m66.4k shares |
| Allianz Asset Management GmbH | Added | $7.5m59.4k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | $6.8m54.1k shares |
| Walleye Capital LLC | Added | $6.5m51.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $1.7m | $1.6m |
| Q1 2025 | 0 | — | 3 | $2.8m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 5 | $1.5m | — |
| Q4 2025 | 0 | — | 2 | $1.1m | — |
| Q1 2026 | 0 | — | 4 | $5.6m | $4.7m |
| Q2 2026 | 0 | — | 2 | $2.9m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-11 | Renjel Louis E. EVP&CEO DEF&MW&ChiefCorpAffOff | Sold | $438.0k3.5k shares |
| 2026-05-08 | Sideris Harry K. President, CEO, director | Sold | $2.5m20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.13% of their portfolio | 70.5m $8.9bn | Added +1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 50.8m $6.4bn | Added +311.1k |
| STATE STREET CORP 0.17% of their portfolio | 45.0m $5.7bn | Added +420.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 20.4m $2.6bn | Added +319.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.12% of their portfolio | 20.4m $2.6bn | Added +287.8k |
| MORGAN STANLEY 0.09% of their portfolio | 13.1m $1.7bn | Added +427.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.52% of their portfolio | 12.7m $1.6bn | Reduced -1.6m |
| FRANKLIN RESOURCES INC 0.29% of their portfolio | 10.5m $1.3bn | Added +167.0k |
| FMR LLC 0.05% of their portfolio | 9.7m $1.2bn | Reduced -1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.16% of their portfolio | 9.2m $1.2bn | Added +121.6k |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 8.9m $1.1bn | Reduced -480.9k |
| ROYAL BANK OF CANADA 0.16% of their portfolio | 7.3m $923.6m | Reduced -596.9k |
| NORTHERN TRUST CORP 0.11% of their portfolio | 7.2m $916.9m | Reduced -118.7k |
| Nuveen, LLC 0.20% of their portfolio | 6.5m $826.9m | Added +95.0k |
| GQG Partners LLC 1.53% of their portfolio | 6.5m $823.2m | Reduced -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.14% of their portfolio | 6.2m $790.3m | Reduced -373.3k |
| Legal & General Group Plc 0.16% of their portfolio | 6.0m $754.2m | Reduced -216.2k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 5.6m $710.6m | Added +252.2k |
| Bank of New York Mellon Corp 0.10% of their portfolio | 4.8m $605.7m | Reduced -125.5k |
| Invesco Ltd. 0.05% of their portfolio | 4.7m $600.4m | Reduced -87.2k |
| Capital Research Global Investors 0.08% of their portfolio | 4.5m $569.5m | Added +13.7k |
| RAYMOND JAMES FINANCIAL INC 0.15% of their portfolio | 4.5m $565.8m | Reduced -316.7k |
| VANGUARD FIDUCIARY TRUST CO 0.12% of their portfolio | 4.4m $553.8m | Reduced -2.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 4.0m $506.5m | Added +18.1k |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 4.0m $500.8m | Added +70.2k |
| FEDERATED HERMES, INC. 0.69% of their portfolio | 3.8m $483.1m | Reduced -880 |
| AMERICAN CENTURY COMPANIES INC 0.21% of their portfolio | 3.7m $467.1m | Added +398.3k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 3.6m $466.3m | Reduced -402.8k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.31% of their portfolio | 3.6m $451.8m | Unchanged |
| UBS Group AG 0.06% of their portfolio | 2.9m $372.0m | Added +191.7k |
| Jupiter Topco LLC 0.15% of their portfolio | 2.9m $363.5m | First filing |
| Capital Wealth Planning, LLC 1.81% of their portfolio | 2.9m $362.7m | Added +124.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.75% of their portfolio | 2.7m $342.9m | Added +45.0k |
| LPL Financial LLC 0.07% of their portfolio | 2.6m $324.5m | Added +82.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio | 2.6m $324.0m | Reduced -62.0k |
| MACKENZIE FINANCIAL CORP 0.31% of their portfolio | 2.5m $318.4m | Reduced -182.1k |
| Amundi 0.08% of their portfolio | 2.5m $312.5m | Added +523.3k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 2.2m $282.0m | Added +428.6k |
| Swiss National Bank 0.15% of their portfolio | 2.2m $277.8m | Reduced -87.6k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.1m $271.7m | Added +54.2k |
| National Pension Service 0.17% of their portfolio | 2.1m $268.9m | Added +36.8k |
| Assenagon Asset Management S.A. 0.17% of their portfolio | 2.1m $267.6m | Added +1.2m |
| BARCLAYS PLC 0.08% of their portfolio | 2.1m $260.1m | Reduced -580.3k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 2.0m $255.0m | Reduced -484.3k |
| FIRST TRUST ADVISORS LP 0.15% of their portfolio | 2.0m $250.9m | Added +1.2m |
| Caisse de depot et placement du Quebec 0.35% of their portfolio | 1.9m $246.7m | Added +364.5k |
| Cullen Capital Management, LLC 2.41% of their portfolio | 1.9m $244.7m | Added +12.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 1.9m $244.5m | Added +163.8k |
| CITIGROUP INC 0.11% of their portfolio | 1.8m $233.1m | Added +908.0k |
| Vanguard Global Advisers, LLC 0.10% of their portfolio | 1.8m $222.7m | Reduced -3.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.13% of their portfolio | 1.8m $222.4m | Reduced -1.1k |
| JONES FINANCIAL COMPANIES LLLP 0.09% of their portfolio | 1.7m $223.7m | Added +133.2k |
| BANK OF MONTREAL /CAN/ 0.08% of their portfolio | 1.7m $215.8m | Added +207.4k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 1.7m $211.3m | Added +229.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.14% of their portfolio | 1.7m $210.1m | Added +199.9k |
| California Public Employees Retirement System 0.11% of their portfolio | 1.5m $195.7m | Reduced -338.2k |
| COHEN & STEERS, INC. 0.31% of their portfolio | 1.5m $194.8m | Reduced -76.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 1.4m $181.4m | Reduced -405.0k |
| Ensign Peak Advisors, Inc 0.30% of their portfolio | 1.4m $180.8m | Reduced -1.5k |
| Empower Advisory Group, LLC 0.42% of their portfolio | 1.4m $178.1m | Added +48.0k |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 1.4m $171.3m | Reduced -14.2k |
| Thrivent Financial for Lutherans 0.29% of their portfolio | 1.3m $169.8m | Added +3.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.3m $165.8m | Reduced -29.8k |
| Sarasin & Partners LLP 1.90% of their portfolio | 1.3m $162.4m | Added +170.7k |
| RHUMBLINE ADVISERS 0.12% of their portfolio | 1.3m $162.4m | Added +9.6k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.76% of their portfolio | 1.2m $157.0m | Reduced -140.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 1.2m $152.1m | Reduced -50.2k |
| Focus Partners Wealth 0.15% of their portfolio | 1.2m $146.2m | Added +7.0k |
| PRUDENTIAL FINANCIAL INC 0.16% of their portfolio | 1.2m $146.2m | Added +721.4k |
| Energy Income Partners, LLC 2.23% of their portfolio | 1.1m $141.8m | Added +82.0k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.1m $137.5m | Added +111.3k |
| Mariner, LLC 0.14% of their portfolio | 1.1m $133.9m | Reduced -66.0k |
| NATIXIS ADVISORS, LLC 0.15% of their portfolio | 1.0m $129.8m | Added +64.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 1.0m $129.5m | Reduced -6.2k |
| BESSEMER GROUP INC 0.16% of their portfolio | 912.1k $115.4m | Reduced -288.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 906.4k $114.7m | Added +4.7k |
| GREAT LAKES ADVISORS, LLC 0.85% of their portfolio | 886.3k $112.2m | Added +30.7k |
| Quantinno Capital Management LP 0.13% of their portfolio | 868.8k $110.0m | Added +275.9k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 865.1k $113.3m | Added +7.0k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 832.6k $105.4m | Added +24.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio | 820.8k $103.9m | Reduced -49.6k |
| ANTIPODES PARTNERS Ltd 1.89% of their portfolio | 813.9k $103.0m | Added +36.4k |
| Treasurer of the State of North Carolina 0.26% of their portfolio | 810.2k $102.6m | Added +184.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 809.5k $102.5m | Added +29.0k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.96% of their portfolio | 807.3k $102.2m | Reduced -89.7k |
| CINCINNATI INSURANCE CO 1.45% of their portfolio | 794.8k $100.6m | Unchanged |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.15% of their portfolio | 787.4k $99.7m | Reduced -30.0k |
| Vanguard Investments Australia, Ltd. 0.25% of their portfolio | 777.2k $98.4m | Added +21.4k |
| Janney Montgomery Scott LLC 0.19% of their portfolio | 766.9k $97.1m | New |
| Baird Financial Group, Inc. 0.13% of their portfolio | 753.9k $95.4m | Added +47.5k |
| Clark Capital Management Group, Inc. 0.52% of their portfolio | 752.1k $95.2m | Added +8.9k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 744.1k $94.2m | Added +708.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio | 739.5k $93.6m | Added +736.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 736.5k $93.2m | Reduced -609.6k |
| FIFTH THIRD BANCORP 0.15% of their portfolio | 731.8k $92.6m | Added +5.9k |
| Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio | 724.4k $91.7m | Added +364.9k |
| TRUIST FINANCIAL CORP 0.11% of their portfolio | 723.4k $91.6m | Added +3.1k |
| HighTower Advisors, LLC 0.09% of their portfolio | 718.1k $90.9m | Reduced -42.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 717.0k $90.8m | Reduced -31.8k |
| APG Asset Management N.V. 0.19% of their portfolio | 709.9k $78.6m | Added +138.9k |