DUK
DUKE ENERGY CORPORATIONMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $106 | $123 | +16% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $106 | $123 | +16% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $106 | $123 | +16% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $106 | $123 | +16% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $106 | $123 | +16% |
| Renaissance Technologies | Q4 2024(8Q snapshot) | 6Q | $105 | $123 | +17% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q4 2024 | Q1 2026 | → $126 | +21% |
| Bridgewater Associates 6× in & out | Q4 2025 | Q1 2026 | → $127 | +6% |
| Maverick Capital 3× in & out | Q4 2023 | Q1 2024 | → $83 | +3% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | → $55 | +3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Duke Energy CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 21, 2026 — the most recent Form 4 on file — not from today.
- Form 40002017965-26-000010May 21, 2026
- Form 40001187019-26-000005May 20, 2026
- Form 40001861032-26-000016May 12, 2026
- Form 40001521334-26-000003May 11, 2026
- Form 40001861027-26-000002May 11, 2026
- Form 40001718124-26-000004May 11, 2026
- Form 40001181174-26-000002May 11, 2026
- Form 40001478475-26-000002May 11, 2026
- Form 40001363076-26-000002May 11, 2026
- Form 40001238180-26-000008May 11, 2026
- Form 40001187019-26-000002May 11, 2026
- Form 40001789776-26-000010May 11, 2026
- Form 40001305807-26-000003May 11, 2026
- Form 40001683044-26-000002May 11, 2026
- Form 40001471770-26-000002May 11, 2026
Fundamentals
XBRL · DUKE ENERGY CORPORATIONAnnual figures sourced directly from DUKE ENERGY CORPORATION's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Duke Energy CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 13, 2026
- 10-QFORM 10-QMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- 8-KFORM 8-KApr 1, 2026
- DEF 14AProxy statementMar 20, 2026
- 8-KFORM 8-KMar 16, 2026
- 8-KFORM 8-KMar 12, 2026
- 8-KFORM 8-KMar 10, 2026
- 8-KFORM 8-KMar 9, 2026
- 8-KFORM 8-KMar 6, 2026
- 8-KFORM 8-KMar 3, 2026
- 10-KFORM10-KFeb 26, 2026
- 8-KFORM 8-KFeb 18, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KFORM 8-KDec 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025 | open | $121 | $123 | +2% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $120 | $127 | +6% |
| Point72 Asset Management | Q4 2024 | Q1 2026 | $104 | $126 | +21% |
| Renaissance Technologies | Q4 2024 | open | $105 | $123 | +17% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $106 | $120 | +14% |
| Two Sigma Investments | Q3 2024 | open | $106 | $123 | +16% |
| D.E. Shaw | Q3 2024 | open | $106 | $123 | +16% |
| AQR Capital Management | Q3 2024 | open | $106 | $123 | +16% |
| Millennium Management | Q3 2024 | open | $106 | $123 | +16% |
| Maverick Capital | Q4 2023 | Q1 2024 | $81 | $83 | +3% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $84 | $87 | +3% |
| Maverick Capital | Q2 2021 | Q4 2021 | $84 | $85 | +0% |
| Maverick Capital | Q2 2020 | Q1 2021 | $64 | $72 | +12% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $65 | $67 | +2% |
| Bridgewater Associates | Q2 2019 | Q1 2020 | $65 | $78 | +20% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | $53 | $55 | +3% |
| Bridgewater Associates | Q2 2015 | Q2 2016 | $48 | $53 | +11% |
| Bridgewater Associates | Q2 2014 | Q1 2015 | $44 | $52 | +18% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.