Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionDearborn Partners Llc
Latest Disclosed Ownership9,103 shares
Latest Disclosed Value $ 1,191,949
Dearborn Partners Llc reports 43.85% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Dearborn Partners Llc filed a 13F-HR form disclosing ownership of 9,103 shares of Duke Energy Corporation (MX:DUK) valued at $1,191,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 6,328 shares of Duke Energy Corporation. This represents a change in shares of 43.85% 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)
2026-05-12 2026-03-31 13F Duke Energy COM 26441C204 9,103 2,775 43.85 1,192 60.73 0.0623
2026-02-11 2025-12-31 13F Duke Energy COM 26441C204 6,328 -67 -1.05 742 -6.32 0.0370
2025-11-10 2025-09-30 13F Duke Energy COM 26441C204 6,395 0 0.00 791 4.91 0.0371
2025-08-14 2025-06-30 13F Duke Energy COM 26441C204 6,395 30 0.47 755 -2.84 0.0357
2025-05-08 2025-03-31 13F Duke Energy COM 26441C204 6,365 -24 -0.38 776 12.79 0.0373
2025-02-07 2024-12-31 13F Duke Energy COM 26441C204 6,389 37 0.58 688 -6.01 0.0288
2024-11-06 2024-09-30 13F Duke Energy COM 26441C204 6,352 7 0.11 732 15.09 0.0297
2024-07-26 2024-06-30 13F Duke Energy COM 26441C204 6,345 -51 -0.80 636 2.91 0.0275
2024-05-08 2024-03-31 13F Duke Energy COM 26441C204 6,396 -2,593 -28.85 619 -29.13 0.0266
2024-01-26 2023-12-31 13F Duke Energy COM 26441C204 8,989 -347 -3.72 872 5.95 0.0318
2023-11-01 2023-09-30 13F Duke Energy COM 26441C204 9,336 -693 -6.91 824 -8.56 0.0323
2023-08-03 2023-06-30 13F Duke Energy COM 26441C204 10,029 592 6.27 900 -1.10 0.0344
2023-05-04 2023-03-31 13F Duke Energy COM 26441C204 9,437 -600 -5.98 910 -11.91 0.0358
2023-02-02 2022-12-31 13F Duke Energy COM 26441C204 10,037 1,703 20.43 1,034 33.29 0.0417
2022-11-21 2022-09-30 13F/A-1 Duke Energy COM 26441C204 8,334 268 3.32 775 -10.40 0.0342
2022-10-25 2022-09-30 13F Duke Energy COM 26441C204 8,334 268 775 0.0320
2022-07-20 2022-06-30 13F Duke Energy COM 26441C204 8,066 83 1.04 865 -2.92 0.0365
2022-05-04 2022-03-31 13F Duke Energy COM 26441C204 7,983 248 3.21 891 9.86 0.0338
2022-01-28 2021-12-31 13F Duke Energy COM 26441C204 7,735 -695 -8.24 811 -1.46 0.0294
2021-10-27 2021-09-30 13F Duke Energy COM 26441C204 8,430 -66 -0.78 823 -1.91 0.0334
2021-07-26 2021-06-30 13F Duke Energy COM 26441C204 8,496 8 0.09 839 2.44 0.0337
2021-04-29 2021-03-31 13F Duke Energy COM 26441C204 8,488 13 0.15 819 5.54 0.0349
2021-01-27 2020-12-31 13F Duke Energy COM 26441C204 8,475 -63 -0.74 776 2.65 0.0353
2020-10-20 2020-09-30 13F Duke Energy COM 26441C204 8,538 8 0.09 756 11.01 0.0376
2020-07-30 2020-06-30 13F Duke Energy COM 26441C204 8,530 -504 -5.58 681 -6.84 0.0368
2020-05-11 2020-03-31 13F Duke Energy COM 26441C204 9,034 429 4.99 731 -6.88 0.0453
2020-01-28 2019-12-31 13F Duke Energy COM 26441C204 8,605 1,778 26.04 785 20.03 0.0400
2019-10-29 2019-09-30 13F Duke Energy COM 26441C204 6,827 5 0.07 654 8.64 0.0378
2019-07-29 2019-06-30 13F Duke Energy COM 26441C204 6,822 -392 -5.43 602 -7.24 0.0368
2019-05-01 2019-03-31 13F Duke Energy COM 26441C204 7,214 -744 -9.35 649 -5.53 0.0433
2019-02-04 2018-12-31 13F Duke Energy COM 26441C204 7,958 2,607 48.72 687 60.51 0.0531
2018-10-24 2018-09-30 13F Duke Energy COM 26441C204 5,351 1,605 42.85 428 44.59 0.0300
2018-08-14 2018-06-30 13F Duke Energy COM 26441C204 3,746 -366 -8.90 296 -7.21 0.0231
2018-05-01 2018-03-31 13F Duke Energy COM 26441C204 4,112 0 0.00 319 -7.80 0.0246
2018-02-02 2017-12-31 13F Duke Energy COM 26441C204 4,112 0 0.00 346 0.29 0.0249
2017-11-13 2017-09-30 13F Duke Energy COM 26441C204 4,112 -227 -5.23 345 -4.96 0.0254
2017-08-09 2017-06-30 13F Duke Energy COM 26441C204 4,339 0 0.00 363 1.97 0.0268
2017-05-15 2017-03-31 13F Duke Energy COM 26441C204 4,339 0 0.00 356 5.64 0.0277
2017-01-26 2016-12-31 13F Duke Energy COM 26441C204 4,339 207 5.01 337 1.81 0.0282
2016-10-24 2016-09-30 13F Duke Energy COM 26441C204 4,132 0 0.00 331 -6.50 0.0279
2016-07-18 2016-06-30 13F Duke Energy COM 26441C204 4,132 200 5.09 354 11.67 0.0307
2016-04-19 2016-03-31 13F Duke Energy COM 26441C204 3,932 -500 -11.28 317 0.32 0.0295
2016-01-21 2015-12-31 13F Duke Energy COM 26441C204 4,432 -45 -1.01 316 -1.86 0.0294
2015-10-19 2015-09-30 13F Duke Energy COM 26441C204 4,477 0 0.00 322 1.90 0.0323
2015-08-13 2015-06-30 13F Duke Energy COM 26441C204 4,477 -3,630 -44.78 316 -49.20 0.0305
2015-04-21 2015-03-31 13F Duke Energy COM 26441C204 8,107 8,107 0.00 622 0.0544
2015-01-28 2014-12-31 13F Duke Energy COM 26441C204 0 -8,668 -100.00 0 -100.00
2014-10-29 2014-09-30 13F Duke Energy COM 26441C204 8,668 6 0.07 648 0.78 0.0627
2014-07-23 2014-06-30 13F Duke Energy COM 26441C204 8,662 7 0.08 643 4.38 0.0631
2014-05-05 2014-03-31 13F Duke Energy COM 26441C204 8,655 -344 -3.82 616 -0.81 0.0672
2014-02-14 2013-12-31 13F Duke Energy COM 26441C204 8,999 -441 -4.67 621 -1.43 0.0724
2013-10-24 2013-09-30 13F Duke Energy COM 26441C204 9,440 -90 -0.94 630 -2.02 0.0828
2013-07-22 2013-06-30 13F Duke Energy COM 26441C204 9,530 9,530 643 0.0914
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.