Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionHarel Insurance Investments & Financial Services Ltd.
Latest Disclosed Ownership3,648 shares
Latest Disclosed Value $ 478
Harel Insurance Investments & Financial Services Ltd. reports 330.19% increase in ownership of DUK / Duke Energy Corporation

On May 5, 2026 - Harel Insurance Investments & Financial Services Ltd. filed a 13F-HR form disclosing ownership of 3,648 shares of Duke Energy Corporation (US:DUK) valued at $477,669 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 848 shares of Duke Energy Corporation. The current value of the position is $441,554 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,648 2,800 330.19 0 0.0032
2026-02-03 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 848 40 4.95 0 0.0009
2025-10-29 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 808 808 0 0.0009
2023-01-26 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,000 -100.00 0 -100.00
2022-10-31 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 2,000 190 0.0047
2021-10-25 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,708 -100.00 0 -100.00
2021-07-26 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,708 -737 -30.14 550 -30.29 0.0121
2021-04-27 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,445 256 11.69 789 22.33 0.0149
2021-01-26 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,189 0 0.00 645 232.47 0.0153
2020-10-20 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,189 2,189 194 0.0066
2020-07-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -659 -100.00 0 -100.00
2020-04-28 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 659 659 53 0.0025
2020-01-23 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -229 -100.00 0 -100.00
2019-11-06 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 229 229 22 0.0014
2019-07-22 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -12 -100.00 0 -100.00
2019-04-18 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12 -45 -78.95 1 -80.00 0.0001
2019-01-29 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 57 57 5 0.0003
2018-10-29 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -409 -100.00 0 -100.00
2018-07-30 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 409 409 32 0.0017
2018-02-01 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,000 -100.00 0 -100.00
2017-11-02 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 168 0.60 0.0138
2017-08-02 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 167 0.60 0.0135
2017-05-08 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 166 7.10 0.0145
2017-02-06 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 -400 -16.67 155 -19.27 0.0220
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,400 300 14.29 192 6.67 0.0259
2016-08-03 2016-06-30 13F DUKE ENERGY CORPNEW COM NEW 26441C204 2,100 100 5.00 180 11.80 0.0215
2016-05-02 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 161 12.59 0.0193
2016-03-17 2015-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,000 2,000 143 0.0166
2016-02-16 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 143
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.