Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Duke Energy Corp New (DUK)

2K + Investors. Track Smart Money conviction in DUK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +97
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — DUK

Based on 2465 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DUK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,465 hedge funds hold DUK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+248 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

1339 buying978 selling
Last quarter: 1,339 funds bought or added vs 978 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 173 → 198 → 266 → 252. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
1,643 out of 2,465 hedge funds have held DUK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

260 → 173 → 198 → 266 → 252 new funds/Q
New funds entering each quarter: 173 → 198 → 266 → 252. A growing number of institutions are discovering DUK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 2,513 holders: 1,760 (70%) are 2+ year veterans, 306 entered 1–2 years ago, and 447 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
67 of 2454 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DUK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DUK

In 2026 Q1, 1339 hedge funds were net buyers of DUK (252 opened a new position, 1087 added to an existing one), while 978 reduced or exited (823 trimmed, 155 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in DUK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +97 funds (more new holders than closures). Total institutional holders: 2465.

Hedge Fund Ownership: DUK

How many hedge funds hold DUK — quarterly history vs. share price
Quarterly hedge fund ownership of DUK vs. share price

Market Analysis: DUK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DUK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Duke Energy Corp New (DUK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DUK has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DUK
-5.8%
XLU
-3.5%

DUK outperformed XLU by -2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DUK
+2.0%
XLU
+89.0%

Since the filing became public, DUK outperformed XLU by -87.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

101 top-rated funds 17 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: DUK
2K + Investors

Track Smart Money conviction in DUK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2440 2367 3.08%
13F Shares 540M 543M -0.57%
Total Value $68.88B $63.26B 8.89%
New Positions 245 266 -21
Increased Positions 1068 975 +93
Closed Positions 172 190 -18
Reduced Positions 804 826 -22
Total Calls 32 31 3.23%
Total Puts 26 23 13.04%
PUT/CALL Ratio 0.81 0.74 Neutral

Statistics: DUK

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DUK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DUK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reliant Investment Partners, LLC 6.49% 59,848 $7.8M
2 Bruce & Co., Inc. 5.46% 145,816 $19.1M
3 Brandywine Financial Group 4.68% 18,385 $2.2M
4 Cincinnati Casualty Co 4.53% 66,300 $8.7M
5 Bcwm, LLC 4.26% 114,875 $15.0M
6 Capital & Planning, LLC 4.14% 52,141 $6.8M
7 Edgar Lomax Co/Va 3.51% 375,886 $49.2M
8 Pursuit Wealth Strategies, LLC 3.48% 21,142 $2.5M
9 Eliot Finkel Investment Counsel, LLC 3.39% 47,609 $6.2M
10 Constitution Capital LLC 3.32% 50,713 $6.6M
11 Legacy Financial Independent Advisors LLC 3.29% 48,292 $6.3M
12 HFR Wealth Management, LLC 3.14% 97,721 $12.8M
13 Liberty One Investment Management, LLC 3.13% 232,015 $30.4M
14 Cadinha & Co LLC 3.09% 126,849 $16.6M
15 Virginia Wealth Management Group, INC. 2.80% 39,889 $5.2M
16 Measured Risk Portfolios, Inc. 2.79% 19,453 $2.5M
17 Jefferson Bridge Capital, LLC 2.74% 21,090 $2.8M
18 Slocum, Gordon & Co LLP 2.66% 29,825 $3.9M
19 Cullen Capital Management, LLC 2.58% 1,921,458 $251.6M
20 United Capital Management of KS, Inc. 2.45% 123,781 $16.2M
21 Aull & Monroe Investment Management Corp 2.44% 40,059 $5.2M
22 Morgan Dempsey Capital Management LLC 2.40% 40,337 $5.3M
23 Godsey & Gibb, Inc 2.32% 203,839 $26.7M
24 Dougherty & Associates, LLC 2.28% 18,951 $2.5M
25 Greystone Financial Group, LLC 2.27% 61,347 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Duke Energy Corp New (DUK)

What does the Smart Money Trend signal show for DUK?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DUK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DUK?

Slight buying edge — 58% buying: Last quarter: 1,339 funds bought or added vs 978 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DUK holders?

Elite ownership — 47% AUM from top-100 funds: 67 of 2454 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DUK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DUK?

67% of holders stayed for 2+ years: 1,643 out of 2,465 hedge funds have held DUK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Duke Energy Corp New (DUK) following the 2026 Q1 hedge fund 13F filings?

As of today, DUK has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +89.0% for the XLU sector ETF — an outperformance of -87.0%. Since the quarter end (March 31, 2026), DUK has gained -5.8% vs -3.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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