Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionEdgar Lomax Co/va
Latest Disclosed Ownership375,886 shares
Latest Disclosed Value $ 49,218,513
Edgar Lomax Co/va reports 35.62% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Edgar Lomax Co/va filed a 13F-HR form disclosing ownership of 375,886 shares of Duke Energy Corporation (US:DUK) valued at $49,218,513 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 277,161 shares of Duke Energy Corporation. This represents a change in shares of 35.62% during the quarter. The current value of the position is $45,497,241 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)
2026-05-12 2026-03-31 13F DUKE ENERGY CORP COM COM 26441C204 375,886 98,725 35.62 49,219 51.51 3.5109
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM COM 26441C204 277,161 -6,385 -2.25 32,486 -7.42 2.4677
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM COM 26441C204 283,546 -83,370 -22.72 35,089 -18.96 2.7479
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM COM 26441C204 366,916 -5,925 -1.59 43,296 -4.79 2.7386
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM COM 26441C204 372,841 227,485 156.50 45,475 190.39 2.8439
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM COM 26441C204 145,356 -2,825 -1.91 15,661 -8.34 1.0094
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM COM 26441C204 148,181 -2,390 -1.59 17,085 13.21 1.0430
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM COM 26441C204 150,571 -2,520 -1.65 15,092 1.93 0.9778
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM COM 26441C204 153,091 -315,735 -67.35 14,805 -67.46 0.9152
2024-02-09 2023-12-31 13F DUKE ENERGY CORP COM COM 26441C204 468,826 -8,565 -1.79 45,495 7.97 2.9741
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM COM 26441C204 477,391 -8,720 -1.79 42,135 -3.41 2.8688
2023-08-11 2023-06-30 13F DUKE ENERGY CORP COM COM 26441C204 486,111 -7,090 -1.44 43,624 -8.31 2.8728
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM COM 26441C204 493,201 298,730 153.61 47,579 137.56 3.0600
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM COM 26441C204 194,471 -1,935 -0.99 20,029 9.62 1.2155
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM COM 26441C204 196,406 -2,340 -1.18 18,270 -14.26 1.2629
2022-08-10 2022-06-30 13F DUKE ENERGY CORP COM COM 26441C204 198,746 5,645 2.92 21,308 -1.18 1.3344
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM COM 26441C204 193,101 -56,120 -22.52 21,562 -17.52 1.2650
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM COM 26441C204 249,221 -2,370 -0.94 26,143 6.48 1.5647
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM COM 26441C204 251,591 -3,980 -1.56 24,553 -2.68 1.5752
2021-08-09 2021-06-30 13F DUKE ENERGY CORP COM COM 26441C204 255,571 -11,325 -4.24 25,230 -2.07 1.5674
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM COM 26441C204 266,896 -21,510 -7.46 25,763 -2.44 1.6060
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM COM 26441C204 288,406 -5,600 -1.90 26,406 1.42 1.7945
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM COM 26441C204 294,006 12,250 4.35 26,037 15.67 2.0065
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM COM 26441C204 281,756 6,250 2.27 22,509 1.01 1.7995
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM COM 26441C204 275,506 176,675 178.76 22,283 147.20 1.9798
2020-02-11 2019-12-31 13F DUKE ENERGY CORP COM COM 26441C204 98,831 700 0.71 9,014 -4.18 0.5808
2019-11-14 2019-09-30 13F DUKE ENERGY CORP COM COM 26441C204 98,131 -1,200 -1.21 9,407 7.32 0.6280
2019-08-09 2019-06-30 13F DUKE ENERGY CORP COM COM 26441C204 99,331 -1,500 -1.49 8,765 -3.42 0.5963
2019-05-15 2019-03-31 13F DUKE ENERGY CORP COM COM 26441C204 100,831 -950 -0.93 9,075 3.31 0.6223
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM COM 26441C204 101,781 -1,700 -1.64 8,784 6.07 0.6672
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM COM 26441C204 103,481 -3,900 -3.63 8,281 -2.48 0.5559
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM COM 26441C204 107,381 700 0.66 8,492 2.75 0.5965
2018-05-14 2018-03-31 13F DUKE ENERGY CORP COM COM 26441C204 106,681 -146,550 -57.87 8,265 -61.20 0.5939
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM COM 26441C204 253,231 -8,115 -3.11 21,299 -2.89 1.4544
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM COM 26441C204 261,346 -24,099 -8.44 21,932 -8.08 1.5482
2017-08-11 2017-06-30 13F DUKE ENERGY CORP COM COM 26441C204 285,445 -8,875 -3.02 23,860 -1.15 1.6305
2017-05-12 2017-03-31 13F DUKE ENERGY CORP COM COM 26441C204 294,320 285,620 3,282.99 24,137 3,475.85 1.6161
2017-02-13 2016-12-31 13F DUKE ENERGY CORP COM COM 26441C204 8,700 8,700 675 0.0433
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.