This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DUK/capital-change-brief"
Use Arkolith's capital_change_brief for DUK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $9.1B | 69.3M | ▲+0.6% Added · +433K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.6B | 50.5M | ▲New +50.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $5.8B | 44.5M | ▲+1.3% Added · +579K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 20.1M | ▲New +20.1M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.6B | 20.0M | ▲+3.9% Added · +755K sh | Q1 2026 | |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.9B | 14.4M | ▼−10% Reduced · −1.7M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.7B | 12.7M | ▲+2.7% Added · +339K sh | Q1 2026 | |
| 8 | FMR LLC | $1.4B | 10.8M | ▼−9.7% Reduced · −1.2M sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $1.4B | 10.4M | ▲+26% Added · +2.1M sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $1.2B | 9.3M | ▲+6.9% Added · +605K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 9.1M | ▲+1.9% Added · +173K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $1.0B | 7.9M | ▼−3.8% Reduced · −309K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $964.0M | 7.4M | ▲+0.2% Added · +13K sh | Q1 2026 | |
| 14 | Nuveen, LLC | $842.9M | 6.4M | ▲+8.2% Added · +488K sh | Q1 2026 | |
| 15 | Legal & General Group Plc | $808.5M | 6.2M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $702.1M | 5.4M | ▲+26% Added · +1.1M sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $643.0M | 4.9M | ▼−0.8% Reduced · −37K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $627.6M | 4.8M | ▼−6.7% Reduced · −342K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $573.1M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $531.7M | 4.0M | ▲+17% Added · +596K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $521.6M | 4.0M | ▼−0.9% Reduced · −35K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $508.9M | 3.9M | ▲+3.3% Added · +126K sh | Q1 2026 | |
| 23 | FEDERATED HERMES, INC. | $499.8M | 3.8M | ▲+5.1% Added · +184K sh | Q1 2026 | |
| 24 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $467.4M | 3.6M | —Held | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $431.0M | 3.3M | ▲+5.6% Added · +174K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Kesner Idalene Fay | Director | Grant (A) | 266 | $34K |
| May 20, 2026 | Weintraub Alexander J. | EVP, Chief Customer Officer | Discretionary (I) | 394 | $49K |
| May 19, 2026 | Weintraub Alexander J. | EVP, Chief Customer Officer | Discretionary (I) | 3K | $407K |
| May 18, 2026 | CRAVER THEODORE F JR | Director | Gift (G) | 2K | $0 |
| May 11, 2026 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | Sell (S) | 4K | $438K |
| May 8, 2026 | Sideris Harry K. | President, CEO, Director | Sell (S) | 20K | $2.5M |
| May 7, 2026 | Burks Derrick | Director | Grant (A) | 2K | $200K |
| May 7, 2026 | CLAYTON ANNETTE K | Director | Grant (A) | 2K | $200K |
| May 7, 2026 | CRAVER THEODORE F JR | Director | Grant (A) | 2K | $300K |
| May 7, 2026 | Webster William E. Jr. | Director | Grant (A) | 2K | $200K |
| May 7, 2026 | Pacilio Michael J. | Director | Grant (A) | 2K | $200K |
| May 7, 2026 | Kesner Idalene Fay | Director | Grant (A) | 2K | $200K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 527 funds | $313.0B |
| NVIDIA CORPNVDA | 523 funds | $429.1B |
| JPMORGAN CHASE & COJPM | 521 funds | $84.3B |
| APPLE INCAAPL | 519 funds | $338.9B |
| AMAZON.COM INCAMZN | 518 funds | $235.6B |
| ALPHABET INC-CL AGOOGL | 517 funds | $204.2B |
| META PLATFORMS INC-CLASS AMETA | 516 funds | $130.5B |
| BROADCOM INCAVGO | 515 funds | $169.3B |
| JOHNSON & JOHNSONJNJ | 515 funds | $62.9B |
| CHEVRON CORPCVX | 513 funds | $42.2B |
| EXXON MOBIL CORPXOM | 512 funds | $63.6B |
| ELI LILLY & COLLY | 508 funds | $86.5B |
Ranked by how many of DUK's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DUK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.