DUKE ENERGY CORP (DUK) Institutional Ownership

DUK is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.83M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $7.17M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's DUK position is now estimated to be worth approximately $6.85M, representing an estimated loss of -4.50% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward DUKE ENERGY CORP (DUK).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20264$7,825,95561,547
Q4 20254$43,134,919369,794
Q3 20254$34,139,207277,651
Q2 20254$39,271,703334,590
Q1 20253$48,070,287394,115
Q4 20243$88,594,855822,302
Q3 20243$39,943,892346,434
Q2 20243$9,109,52790,889
Q1 20245$13,667,480552,736
Q4 20234$9,190,849101,355
Q3 20232$6,385,615112,205
Q2 20233$6,666,270327,193