Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership706,338 shares
Latest Disclosed Value $ 92,487,909
Baird Financial Group, Inc. reports 14.60% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 706,338 shares of Duke Energy Corporation (MX:DUK) valued at $92,487,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 616,355 shares of Duke Energy Corporation. This represents a change in shares of 14.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 706,338 89,983 14.60 92,488 28.02 0.0778
2026-02-13 2025-12-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 616,355 32,317 5.53 72,243 -0.04 0.1126
2025-11-13 2025-09-30 13F DUKE ENERGY COMMON 26441C204 584,038 -12,042 -2.02 72,275 2.75 0.1162
2025-08-13 2025-06-30 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 596,080 -41,654 -6.53 70,337 -9.57 0.1233
2025-05-15 2025-03-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 637,734 115,300 22.07 77,784 38.19 0.1498
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COMMON 26441C204 522,434 -11,718 -2.19 56,287 -8.61 0.1076
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COMMON 26441C204 534,152 -1,904 -0.36 61,588 14.63 0.1196
2024-08-14 2024-06-30 13F DUKE ENERGY CORP COMMON 26441C204 536,056 -30,944 -5.46 53,729 -2.02 0.1115
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COMMON 26441C204 567,000 -2,441 -0.43 54,835 -0.77 0.1150
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COMMON 26441C204 569,441 1,119 0.20 55,259 10.16 0.1259
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COMMON 26441C204 568,322 -9,115 -1.58 50,160 -3.20 0.1368
2023-08-11 2023-06-30 13F DUKE ENERGY CORP COMMON 26441C204 577,437 3,380 0.59 51,819 -6.43 0.1368
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COMMON 26441C204 574,057 9,436 1.67 55,379 95,381.03 0.1366
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COMMON 26441C204 564,621 16,151 2.94 58 -99.89 0.1531
2022-11-15 2022-09-30 13F DUKE ENERGY CORP COMMON 26441C204 548,470 -13,689 -2.44 51,019 -15.35 0.1503
2022-08-08 2022-06-30 13F DUKE ENERGY CORP COMMON 26441C204 562,159 4,411 0.79 60,270 -3.22 0.1673
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COMMON 26441C204 557,748 10,544 1.93 62,278 8.49 0.1539
2022-02-09 2021-12-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 547,204 5,208 0.96 57,402 8.52 0.1342
2021-11-12 2021-09-30 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 541,996 18,780 3.59 52,893 2.40 0.1353
2021-08-11 2021-06-30 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 523,216 -5,464 -1.03 51,652 1.21 0.1343
2021-05-13 2021-03-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 528,680 25,078 4.98 51,034 10.68 0.1431
2021-02-11 2020-12-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 503,602 9,307 1.88 46,110 5.33 0.1378
2020-11-12 2020-09-30 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 494,295 17,568 3.69 43,775 14.94 0.1500
2020-10-22 2020-06-30 13F/A-1 DUKE ENERGY CORP NEW COM COMMON 26441C204 476,727 52,439 12.36 38,086 10.98 0.1435
2020-08-14 2020-06-30 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 427,070 2,782 38,742 76,777.8419
2020-05-14 2020-03-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 424,288 -6,633 -1.54 34,317 -12.69 0.1567
2020-02-14 2019-12-31 13F DUKE ENERGY CORP NEW COM COMMON 26441C204 430,921 13,137 3.14 39,304 -1.86 0.1411
2019-11-14 2019-09-30 13F DUKE ENERGY Common 26441C204 417,784 21,985 5.55 40,049 14.67 0.1577
2019-08-14 2019-06-30 13F DUKE ENERGY COMMON 26441C204 395,799 68,104 20.78 34,925 18.42 0.1358
2019-05-14 2019-03-31 13F DUKE ENERGY CORP COMMON 26441C204 327,695 4,031 1.25 29,493 5.59 0.1725
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COMMON 26441C204 323,664 124,559 62.56 27,932 76.35 0.1896
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COMMON 26441C204 199,105 8,498 4.46 15,839 5.08 0.0992
2018-08-13 2018-06-30 13F DUKE ENERGY CORP COMMON 26441C204 190,607 -2,329 -1.21 15,073 0.84 0.1023
2018-05-14 2018-03-31 13F DUKE ENERGY CORP COMMON 26441C204 192,936 4,086 2.16 14,947 -5.90 0.1052
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COMMON 26441C204 188,850 4,824 2.62 15,884 2.85 0.1125
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COMMON 26441C204 184,026 4,635 2.58 15,444 2.99 0.1165
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COMMON 26441C204 179,391 7,479 4.35 14,995 6.36 0.1175
2017-06-19 2017-03-31 13F/A-1 DUKE ENERGY CORP COMMON 26441C204 171,912 -8,612 -4.77 14,099 0.62 0.1140
2017-05-09 2017-03-31 13F DUKE ENERGY CORP COMMON 26441C204 171,912 14,099
2017-02-10 2016-12-31 13F DUKE ENERGY CORP COMMON 26441C204 180,524 24,350 15.59 14,012 12.10 0.1217
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COMMON 26441C204 156,174 -1,156 -0.73 12,500 -7.20 0.1120
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COMMON 26441C204 157,330 4,999 3.28 13,470 9.60 0.1235
2016-05-12 2016-03-31 13F DUKE ENERGY CORP COMMON 26441C204 152,331 13,853 10.00 12,290 24.32 0.1176
2016-02-11 2015-12-31 13F DUKE ENERGY CORP COMMON 26441C204 138,478 46,177 50.03 9,886 48.89 0.0989
2015-11-12 2015-09-30 13F DUKE ENERGY CORP COMMON 26441C204 92,301 7,118 8.36 6,640 10.37 0.0706
2015-08-14 2015-06-30 13F DUKE ENERGY CORP COMMON 26441C204 85,183 85,183 6,016 0.0592
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.