Follow-The-Filings

Security

DUK

Duke Energy Corp. New · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners max 1.3% (Kentucky Trust Co.)

grid → activity →
owners 14
max % 1.3%
tracked value $12.7B
qoq A 7 R 6

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 1.3% Reduce -0.19 pp 21,705 $2.7B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce -0.04 pp 493,731 $65M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.03 pp 960,771 $126M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 78,258,757 $9.2B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.12 pp 892,169 $117M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.01 pp 2,498,977 $327M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.02 pp 563,353 $74M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 137,499 $16M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 8,792 $1M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 95,149 $12M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 16,598 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 11,834 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 10,875 $1M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.06 pp 2,800 $367 hist

14 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $2.84B $4.52B $4.97B
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $12.77B $12.95B $11.61B
Total non-current assets * $164.12B $173.39B $184.12B
Total assets $176.89B $186.34B $195.74B
Total current liabilities $17.28B $19.36B $21.05B
Total non-current liabilities — — —
Total equity $49.11B $50.13B $51.84B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $9.88B $12.33B $12.33B
Cash from investing -$12.48B -$13.12B -$14.34B
Cash from financing $2.35B $859M $1.95B
Net change in cash -$246M $64M -$58M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders