Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionCullinan Associates Inc
Latest Disclosed Ownership30,688 shares
Latest Disclosed Value $ 4,018,287
Cullinan Associates Inc reports 3.51% increase in ownership of DUK / Duke Energy Corporation

On May 1, 2026 - Cullinan Associates Inc filed a 13F-HR form disclosing ownership of 30,688 shares of Duke Energy Corporation (MX:DUK) valued at $4,018,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 29,648 shares of Duke Energy Corporation. This represents a change in shares of 3.51% 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)
2026-05-01 2026-03-31 13F Duke Energy Hldg COM 26441C204 30,688 1,040 3.51 4,018 15.63 0.3250
2026-01-30 2025-12-31 13F Duke Energy Hldg COM 26441C204 29,648 5,489 22.72 3,475 16.26 0.2355
2025-10-27 2025-09-30 13F Duke Energy Hldg COM 26441C204 24,159 -85 -0.35 2,990 4.51 0.1947
2025-07-22 2025-06-30 13F Duke Energy Hldg COM 26441C204 24,244 -668 -2.68 2,861 -5.86 0.1887
2025-04-22 2025-03-31 13F Duke Energy Hldg COM 26441C204 24,912 -1,629 -6.14 3,039 6.26 0.2148
2025-01-24 2024-12-31 13F Duke Energy Hldg COM 26441C204 26,541 19,184 260.76 2,860 223.42 0.1835
2024-10-23 2024-09-30 13F Duke Energy Hldg COM 26441C204 7,357 -6,082 -45.26 884 -34.32 0.0499
2024-07-10 2024-06-30 13F Duke Energy Hldg COM 26441C204 13,439 -3,759 -21.86 1,347 -19.06 0.0762
2024-04-18 2024-03-31 13F Duke Energy Hldg COM 26441C204 17,198 -8,740 -33.70 1,663 -33.93 0.0933
2024-01-24 2023-12-31 13F Duke Energy Hldg COM 26441C204 25,938 -2,236 -7.94 2,517 1.25 0.1403
2023-10-11 2023-09-30 13F Duke Energy Hldg COM 26441C204 28,174 9,979 54.84 2,487 52.33 0.1448
2023-07-14 2023-06-30 13F Duke Energy Hldg COM 26441C204 18,195 377 2.12 1,633 -5.01 0.0898
2023-04-05 2023-03-31 13F Duke Energy Hldg COM 26441C204 17,818 3,201 21.90 1,719 171,700.00 0.1004
2023-01-11 2022-12-31 13F Duke Energy Hldg COM 26441C204 14,617 -9,534 -39.48 2 -99.96 0.0834
2022-10-19 2022-09-30 13F Duke Energy Hldg COM 26441C204 24,151 -15,340 -38.84 2,247 -46.93 0.1419
2022-07-08 2022-06-30 13F Duke Energy Hldg COM 26441C204 39,491 -91,153 -69.77 4,234 -70.98 0.2588
2022-04-21 2022-03-31 13F Duke Energy Hldg COM 26441C204 130,644 11,493 9.65 14,588 16.71 0.7654
2022-01-07 2021-12-31 13F Duke Energy Hldg COM 26441C204 119,151 2,461 2.11 12,499 9.76 0.6362
2021-10-08 2021-09-30 13F Duke Energy Hldg COM 26441C204 116,690 21,947 23.16 11,388 21.76 0.6291
2021-07-07 2021-06-30 13F Duke Energy Hldg COM 26441C204 94,743 22,355 30.88 9,353 33.84 0.5238
2021-04-20 2021-03-31 13F Duke Energy Hldg COM 26441C204 72,388 625 0.87 6,988 6.35 0.4021
2021-01-14 2020-12-31 13F Duke Energy Hldg COM 26441C204 71,763 -2,950 -3.95 6,571 -0.70 0.3942
2020-10-09 2020-09-30 13F Duke Energy Hldg COM 26441C204 74,713 -600 -0.80 6,617 9.97 0.4266
2020-07-07 2020-06-30 13F Duke Energy Hldg COM 26441C204 75,313 2,465 3.38 6,017 2.12 0.4220
2020-04-01 2020-03-31 13F Duke Energy Hldg COM 26441C204 72,848 4,835 7.11 5,892 -5.01 0.4817
2020-01-15 2019-12-31 13F Duke Energy Hldg COM 26441C204 68,013 3,000 4.61 6,203 -0.47 0.4147
2019-10-01 2019-09-30 13F Duke Energy Hldg COM 26441C204 65,013 3,805 6.22 6,232 15.39 0.4436
2019-07-16 2019-06-30 13F Duke Energy Hldg COM 26441C204 61,208 9,155 17.59 5,401 15.28 0.3920
2019-04-30 2019-03-31 13F Duke Energy Hldg COM 26441C204 52,053 -3,760 -6.74 4,685 -2.74 0.3519
2019-01-11 2018-12-31 13F Duke Energy Hldg COM 26441C204 55,813 -4,200 -7.00 4,817 0.31 0.3978
2018-10-19 2018-09-30 13F Duke Energy Hldg COM 26441C204 60,013 -1,100 -1.80 4,802 -0.64 0.3476
2018-07-09 2018-06-30 13F Duke Energy Hldg COM 26441C204 61,113 61,113 4,833 0.3698
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.