Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership2,481,110 shares
Latest Disclosed Value $ 324,876,482
LPL Financial LLC reports 5.04% increase in ownership of DUK / Duke Energy Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 2,481,110 shares of Duke Energy Corporation (MX:DUK) valued at $324,876,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,362,052 shares of Duke Energy Corporation. This represents a change in shares of 5.04% 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)
2026-05-06 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,481,110 119,058 5.04 324,876 17.35 0.0863
2026-02-11 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,362,052 74,053 3.24 276,856 -2.22 0.0756
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,287,999 313,696 15.89 283,140 21.54 0.0825
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,974,303 169,444 9.39 232,968 5.83 0.0777
2025-05-07 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,804,859 150,856 9.12 220,139 23.53 0.0856
2025-02-11 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,654,003 81,601 5.19 178,202 -1.71 0.0724
2024-11-08 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,572,402 -53,588 -3.30 181,298 11.24 0.0808
2024-08-07 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,625,990 56,629 3.61 162,973 7.38 0.0812
2024-05-10 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,569,361 7,407 0.47 151,773 0.13 0.0815
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,561,954 68,873 4.61 151,572 15.02 0.0918
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,493,081 33,161 2.27 131,779 0.58 0.0923
2023-07-31 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,459,920 140,364 10.64 131,013 2.92 0.0936
2023-05-10 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,319,556 129,083 10.84 127,298 3.83 0.0991
2023-02-07 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,190,473 140,440 13.37 122,607 25.53 0.1050
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,050,033 71,964 7.36 97,674 -6.85 0.0942
2022-08-12 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 978,069 119,520 13.92 104,859 9.38 0.0996
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 858,549 57,939 7.24 95,866 14.15 0.0824
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 800,610 26,597 3.44 83,984 11.18 0.0705
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 774,013 77,979 11.20 75,536 9.93 0.0709
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 696,034 47,033 7.25 68,713 9.68 0.0695
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 649,001 11,586 1.82 62,648 7.34 0.0720
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 637,415 29,531 4.86 58,362 8.41 0.0756
2020-11-09 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 607,884 -5,710 -0.93 53,834 9.82 0.0841
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 613,594 37,491 6.51 49,020 5.20 0.0854
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 576,103 25,546 4.64 46,595 -7.21 0.1004
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 550,557 39,084 7.64 50,216 2.42 0.0914
2019-11-13 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 511,473 6,459 1.28 49,030 10.03 0.0998
2019-08-09 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 505,014 328 0.06 44,562 -1.89 0.0950
2019-05-08 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 504,686 -3,819 -0.75 45,422 3.50 0.1032
2019-02-07 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 508,505 27,284 5.67 43,884 13.96 0.1167
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 481,221 17,232 3.71 38,507 4.95 0.0923
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 463,989 12,580 2.79 36,692 4.92 0.0963
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 451,409 141,042 45.44 34,971 33.96 0.0963
2018-02-14 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 310,367 58,786 23.37 26,105 23.64 0.0795
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 251,581 11,595 4.83 21,113 5.25 0.0746
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 239,986 227,303 1,792.19 20,060 1,828.85 0.0760
2017-05-15 2017-03-31 13F DUKE ENERGY COM NEW 26441C204 12,683 -3,868 -23.37 1,040 -19.19 0.0071
2017-02-13 2016-12-31 13F DUKE ENERGY COM NEW 26441C204 16,551 -7,093 -30.00 1,287 -30.92 0.0098
2016-11-16 2016-09-30 13F DUKE ENERGY COM NEW 26441C204 23,644 -790 -3.23 1,863 -11.83 0.0177
2016-08-15 2016-06-30 13F DUKE ENERGY COM NEW 26441C204 24,434 -342,408 -93.34 2,113 -92.79 0.0178
2016-05-16 2016-03-31 13F DUKE ENERGY COM NEW 26441C204 366,842 64,470 21.32 29,320 35.26 0.0816
2016-02-12 2015-12-31 13F DUKE ENERGY COM NEW 26441C204 302,372 118,879 64.79 21,677 61.82 0.0601
2015-11-13 2015-09-30 13F DUKE ENERGY COM NEW 26441C204 183,493 -9,932 -5.13 13,396 -4.76 0.0738
2015-08-14 2015-06-30 13F DUKE ENERGY COM NEW 26441C204 193,425 986 0.51 14,066 -4.86 0.0713
2015-05-14 2015-03-31 13F DUKE ENERGY COM NEW 26441C204 192,439 -16,035 -7.69 14,785 -15.11 0.0755
2015-02-13 2014-12-31 13F DUKE ENERGY COM NEW 26441C204 208,474 6,411 3.17 17,416 14.47 0.0953
2014-11-10 2014-09-30 13F DUKE ENERGY COM NEW 26441C204 202,063 4,725 2.39 15,215 3.92 0.0907
2014-08-05 2014-06-30 13F/A-1 DUKE ENERGY COM NEW 26441C204 197,338 13,524 7.36 14,641 11.84 0.0853
2014-08-05 2014-06-30 13F DUKE ENERGY COM NEW 26441C204 197,338 1,693
2014-05-12 2014-03-31 13F DUKE ENERGY COM NEW 26441C204 183,814 5,141 2.88 13,091 6.17 0.0805
2014-02-13 2013-12-31 13F DUKE ENERGY COM NEW 26441C204 178,673 2,801 1.59 12,330 2.23 0.0770
2013-11-04 2013-09-30 13F DUKE ENERGY COM NEW 26441C204 175,872 12,220 7.47 12,061 9.18 0.0803
2013-08-15 2013-06-30 13F DUKE ENERGY COM NEW 26441C204 163,652 163,652 11,047 0.0794
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.