Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionIpswich Investment Management Co., Inc.
Latest Disclosed Ownership16,750 shares
Latest Disclosed Value $ 2,193,250
Ipswich Investment Management Co., Inc. reports 0.83% decrease in ownership of DUK / Duke Energy Corporation

On April 10, 2026 - Ipswich Investment Management Co., Inc. filed a 13F-HR form disclosing ownership of 16,750 shares of Duke Energy Corporation (US:DUK) valued at $2,193,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 16,890 shares of Duke Energy Corporation. This represents a change in shares of -0.83% during the quarter. The current value of the position is $2,027,420 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)
2026-04-10 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,750 -140 -0.83 2,193 10.81 0.5150
2026-01-16 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,890 -219 -1.28 1,980 -6.52 0.4584
2025-10-08 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,109 -878 -4.88 2,117 -0.24 0.4945
2025-07-16 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,987 0 0.00 2,122 -3.24 0.5121
2025-04-16 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,987 215 1.21 2,194 14.58 0.5445
2025-02-03 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,772 -193 -1.07 1,915 -7.58 0.4607
2024-11-06 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,965 15 0.08 2,071 15.12 0.4796
2024-07-16 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,950 -198 -1.09 1,799 2.51 0.4211
2024-04-19 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,148 634 3.62 1,755 3.30 0.4111
2024-01-31 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,514 144 0.83 1,700 10.83 0.4297
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,370 -179 -1.02 1,533 -2.60 0.4185
2023-07-27 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,549 90 0.52 1,575 -6.53 0.4145
2023-04-24 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,459 350 2.05 1,684 -4.43 0.4604
2023-02-01 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,109 20 0.12 1,762 10.82 0.5044
2022-10-11 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,089 -538 -3.05 1,590 -15.87 0.5061
2022-07-26 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,627 150 0.86 1,890 -3.13 0.5438
2022-04-25 2022-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 17,477 -775 -4.25 1,951 1.88 0.4844
2022-04-12 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,477 -775 1,951 0.4844
2022-01-24 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,252 125 0.69 1,915 8.25 0.4469
2021-10-07 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,127 125 0.69 1,769 -0.45 0.4527
2021-08-05 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,002 0 0.00 1,777 2.24 0.4543
2021-04-09 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,002 -4,804 -21.06 1,738 -16.76 0.4890
2021-02-05 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,806 -2,150 -8.62 2,088 -5.52 0.6267
2020-10-06 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,956 -225 -0.89 2,210 9.84 0.7081
2020-07-09 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,181 -1,616 -6.03 2,012 -7.15 0.6930
2020-04-09 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,797 -755 -2.74 2,167 -13.77 0.8518
2020-01-08 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,552 -110 -0.40 2,513 -5.24 0.7390
2019-10-08 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,662 130 0.47 2,652 9.18 0.8451
2019-07-11 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,532 -250 -0.90 2,429 -2.84 0.7756
2019-04-12 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,782 -88 -0.32 2,500 3.95 0.8172
2019-01-15 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,870 -284 -1.01 2,405 6.75 0.8816
2018-10-09 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,154 -74 -0.26 2,253 0.94 0.7618
2018-07-18 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,228 909 3.33 2,232 5.48 1.0258
2018-04-12 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,319 515 1.92 2,116 -6.12 0.8926
2018-01-16 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,804 -214 -0.79 2,254 -0.57 0.9542
2017-10-11 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,018 -138 -0.51 2,267 -0.13 1.0179
2017-07-21 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,156 -295 -1.07 2,270 0.84 1.0639
2017-04-12 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,451 300 1.10 2,251 6.83 0.9808
2017-01-10 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,151 -1,153 -4.07 2,107 -6.98 0.9535
2016-10-18 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,304 -104 -0.37 2,265 -7.06 1.1075
2016-08-02 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,408 -5,476 -16.16 2,437 -10.17 1.2057
2016-05-11 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,884 56 0.17 2,713 12.34 1.2918
2016-01-13 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,828 2,582 8.26 2,415 7.43 1.0890
2015-10-26 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,246 532 1.73 2,248 3.59 1.0704
2015-08-20 2015-06-30 13F DUKE ENERGY CORP COM 26441C204 30,714 -892 -2.82 2,170 -10.55 0.9776
2015-04-08 2015-03-31 13F DUKE ENERGY CORP COM 26441C204 31,606 -1,283 -3.90 2,426 -11.72 1.0632
2015-01-20 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 32,889 -1,887 -5.43 2,748 5.69 1.1706
2014-10-08 2014-09-30 13F DUKE ENERGY CORP COM 26441C204 34,776 1,758 5.32 2,600 6.12 1.1063
2014-07-15 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 33,018 -1,451 -4.21 2,450 -0.20 0.9488
2014-04-15 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 34,469 -1,026 -2.89 2,455 0.20 1.0564
2014-01-16 2013-12-31 13F DUKE ENERGY CORP COM 26441C204 35,495 -124 -0.35 2,450 2.98 1.0231
2013-10-25 2013-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 35,619 -825 -2.26 2,379 -3.29 1.0702
2013-10-21 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,619 2,379
2013-07-17 2013-06-30 13F DUKE ENERGY CORP COM 26441C204 36,444 36,444 2,460 1.0611
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.