Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCrawford Investment Counsel Inc
Latest Disclosed Ownership328,910 shares
Latest Disclosed Value $ 43,067,524
Crawford Investment Counsel Inc reports 1.76% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Crawford Investment Counsel Inc filed a 13F-HR form disclosing ownership of 328,910 shares of Duke Energy Corporation (US:DUK) valued at $43,067,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 323,207 shares of Duke Energy Corporation. This represents a change in shares of 1.76% during the quarter. The current value of the position is $39,811,266 USD.

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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 328,910 5,703 1.76 43,068 13.68 0.7356
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 323,207 1,217 0.38 37,883 -4.93 0.6307
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 321,990 -30,750 -8.72 39,846 -4.27 0.6604
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 352,740 -7,642 -2.12 41,623 -5.31 0.7270
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 360,382 1,225 0.34 43,956 13.59 0.7797
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 359,157 2,329 0.65 38,696 -5.95 0.6956
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 356,828 100 0.03 41,142 15.07 0.7025
2024-08-14 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 356,728 -10,185 -2.78 35,755 0.76 0.6814
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 366,913 -2,278 -0.62 35,484 -0.95 0.6609
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 369,191 8,758 2.43 35,826 12.62 0.7180
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 360,433 -1,498 -0.41 31,812 -2.06 0.6896
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 361,931 93,126 34.64 32,480 25.25 0.6603
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 268,805 52,653 24.36 25,932 16.49 0.5534
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 216,152 46,924 27.73 22,261 41.41 0.4789
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 169,228 2,090 1.25 15,742 -12.15 0.3720
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 167,138 -36,249 -17.82 17,919 -21.10 0.3962
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 203,387 9,362 4.83 22,710 11.58 0.4398
2022-02-07 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 194,025 4,669 2.47 20,353 10.14 0.3865
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 189,356 -39,580 -17.29 18,479 -18.24 0.3774
2021-08-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 228,936 15,776 7.40 22,601 9.84 0.4570
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 213,160 8,496 4.15 20,576 9.80 0.4639
2021-02-01 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 204,664 -6,650 -3.15 18,739 0.13 0.4627
2020-10-29 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 211,314 25,227 13.56 18,714 25.88 0.5100
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 186,087 39,866 27.26 14,866 25.71 0.4263
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 146,221 7,133 5.13 11,826 -6.78 0.3976
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 139,088 2,871 2.11 12,686 -2.85 0.3279
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 136,217 -2,006 -1.45 13,058 7.06 0.3622
2019-08-12 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 138,223 4,747 3.56 12,197 1.53 0.3436
2019-05-09 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 133,476 -73,320 -35.46 12,013 -32.69 0.3578
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 206,796 -31,264 -13.13 17,846 -6.32 0.6044
2018-11-09 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 238,060 98,969 71.15 19,050 73.20 0.5811
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 139,091 -6,226 -4.28 10,999 -2.30 0.3495
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 145,317 13,570 10.30 11,258 1.60 0.3550
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 131,747 13,832 11.73 11,081 11.99 0.3442
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 117,915 114,157 3,037.71 9,895 3,051.27 0.3213
2017-08-08 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,758 -117 -3.02 314 -1.26 0.0108
2017-05-04 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,875 -151 -3.75 318 1.92 0.0113
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,026 -83 -2.02 312 -5.17 0.0113
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,109 -288 -6.55 329 -12.73 0.0120
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,397 151 3.56 377 9.91 0.0150
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,246 -3,367 -44.23 343 -36.83 0.0144
2016-02-12 2015-12-31 13F DUKE ENERGY CORP COM 26441C204 7,613 573 8.14 543 7.31 0.0239
2015-10-14 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,040 -966 -12.07 506 -10.44 0.0220
2015-07-17 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,006 -1,443 -15.27 565 -22.07 0.0214
2015-05-05 2015-03-31 13F Duke Energy COM NEW 26441C204 9,449 605 6.84 725 -1.89 0.0263
2015-01-13 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 8,844 -117 -1.31 739 10.30 0.0261
2014-11-05 2014-09-30 13F Duke Energy COM 26441C204 8,961 -358 -3.84 670 -3.04 0.0242
2014-07-30 2014-06-30 13F Duke Energy COM 26441C204 9,319 2,285 32.49 691 37.92 0.0245
2014-05-06 2014-03-31 13F Duke Energy COM 26441C204 7,034 0 0.00 501 3.30 0.0182
2014-02-07 2013-12-31 13F Duke Energy COM NEW 26441C204 7,034 0 0.00 485 3.19 0.0178
2013-11-05 2013-09-30 13F Duke Energy COM 26441C204 7,034 879 14.28 470 13.25 0.0186
2013-08-08 2013-06-30 13F Duke Energy COM NEW 26441C204 6,155 6,155 415 0.0172
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.