NYSE · Utilities

DUKE ENERGY CORP NEW DUK

Duke Energy Corporation, through its subsidiaries, operates as an energy company in the United States. The company operates through two segments: Electric Utilities and Infrastructure (EU&I); and Gas Utilities and Infrastructure (GU&I). The EU&I segment generates, transmits, distributes, and sells electricity to customers in the Southeast and Midwest regions.

Power Generation

Company profile

Business mix

  • The company operates through two segments: Electric Utilities and Infrastructure (EU&I); and Gas Utilities and Infrastructure (GU&I).
  • The EU&I segment generates, transmits, distributes, and sells electricity to customers in the Southeast and Midwest regions.
  • It generates electricity through coal, hydroelectric, natural gas, oil, renewables, and nuclear fuel.
  • This segment also engages in the wholesale of electricity to municipalities, electric cooperative utilities, and other load-serving entities.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 19.1 FCF -3.41% Buyback -0.52%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 1.6% $1.0B 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $64.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $49.1M Estimated from net added shares
Reduction amount $320.4M Estimated from net reduced shares
Net share change / base shares -20.0% -2,072,424 / 10,368,618
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 27.6% 13F value change +$3.4M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 48.7% 13F value change +$10.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 148.4% 13F value change +$37.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.0% 13F value change -$1.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 119,110 Last 4 periods +374,621 (+314.5%) Total shares 493,731 Value $64.6M
GQG Partners Rajiv Jain 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 5.9% 13F value change +$30.9M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -4.9% 13F value change -$3.1M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -7.6% 13F value change -$159.4M
13F 2026-03-31 Filed 2026-05-12
Major reduction Shares -18.2% 13F value change -$96.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 10,249,508 Last 4 periods -2,447,045 (-23.9%) Total shares 7,802,463 Value $1.0B
Soroban Capital Partners Eric Mandelblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$59.2M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 17.5% 13F value change +$8.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$67.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.