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
↑ +59
Streak
10Q ▲
Buyers last Q
55%

Smart Money Signals — DUK

Based on 2198 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
2,198 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 — +10% more funds vs a year ago

fund count last 6Q
+208 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1177 buying962 selling
Last quarter: 1,177 funds bought or added vs 962 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.
📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter
Funds opening a new DUK position: 245 → 149 → 181 → 244. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
1,525 out of 2,198 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.
➡️

Steady discovery — ~244 new funds/quarter

202 → 245 → 149 → 181 → 244 new funds/Q
New funds entering each quarter: 245 → 149 → 181 → 244. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 19% new
Of 2,245 current holders: 1,588 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
45 of 2198 holders are among the 100 largest funds by AUM, controlling 58% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

163 top-rated funds 12 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DUK
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2245 2200 2.05%
13F Shares 534M 566M -5.57%
Total Value $62.28B $65.41B -4.79%
New Positions 244 181 +63
Increased Positions 991 1051 -60
Closed Positions 189 134 +55
Reduced Positions 864 797 +67
Total Calls 31 41 -24.39%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 0.74 0.76 Neutral

Statistics: DUK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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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.

Top 25 institutional holders of DUK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PURSUIT WEALTH STRATEGIES, LLC 3.48% 21,142 $2.5M
2 Eliot Finkel Investment Counsel, LLC 3.39% 47,609 $6.2M
3 Constitution Capital LLC 3.32% 50,713 $6.6M
4 Wealth Group, Ltd. 3.12% 25,569 $3K
5 Slocum, Gordon & Co LLP 2.66% 29,825 $3.9M
6 Aull & Monroe Investment Management Corp 2.44% 40,059 $5.2M
7 GODSEY & GIBB, INC 2.32% 203,839 $26.7M
8 Dougherty & Associates, LLC 2.28% 18,951 $2.5M
9 Greystone Financial Group, LLC 2.27% 61,347 $8.0M
10 Pathway Financial Advisers, LLC 2.16% 58,462 $7.7M
11 OLD REPUBLIC INTERNATIONAL CORP 1.99% 383,196 $50K
12 Bank & Trust Co 1.99% 22,569 $3.0M
13 SageGuard Financial Group, LLC 1.97% 97,073 $12.7M
14 WHITENER CAPITAL MANAGEMENT, INC. 1.86% 62,160 $8.1M
15 Vertrix Wealth Management, LLC 1.81% 37,444 $4.9M
16 Old North State Wealth Management, LLC 1.80% 29,624 $3.9M
17 First PREMIER Bank 1.78% 58,996 $8K
18 Counterweight Ventures, LLC 1.78% 24,203 $3.2M
19 Sarasin & Partners LLP 1.78% 1,112,513 $145.7M
20 Pegasus Asset Management, Inc. 1.66% 39,693 $5.2M
21 ARS Wealth Advisors Group, LLC 1.64% 148,064 $19.4M
22 Randolph Co Inc 1.58% 126,039 $16.5M
23 ADVOCATE GROUP LLC 1.57% 76,528 $10.0M
24 Kentucky Trust Co 1.51% 22,058 $2.9M
25 PHYSICIANS FINANCIAL SERVICES, INC. 1.46% 40,736 $5K
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 — 10 quarters in a row: For 10 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 — 55% buying: Last quarter: 1,177 funds bought or added vs 962 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 — 58% AUM from top-100 funds: 45 of 2198 holders are among the 100 largest funds by AUM, controlling 58% 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?

69% of holders stayed for 2+ years: 1,525 out of 2,198 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.

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.