Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionJustInvest LLC
Latest Disclosed Ownership136,075 shares
Latest Disclosed Value $ 17,817,661
JustInvest LLC reports 10.20% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - JustInvest LLC filed a 13F-HR form disclosing ownership of 136,075 shares of Duke Energy Corporation (US:DUK) valued at $17,817,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 123,481 shares of Duke Energy Corporation. This represents a change in shares of 10.20% during the quarter. The current value of the position is $16,470,518 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)
2026-05-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 136,075 12,594 10.20 17,818 23.11 0.1749
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 123,481 -5,379 -4.17 14,473 -9.26 0.1412
2025-10-31 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 128,860 8,092 6.70 15,950 11.88 0.1634
2025-07-25 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 120,768 16,632 15.97 14,256 12.24 0.1609
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 104,136 8,551 8.95 12,701 23.33 0.1873
2025-02-10 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 95,585 10,680 12.58 10,298 5.20 0.1555
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 84,905 11,977 16.42 9,790 39.40 0.1576
2024-08-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 72,928 15,719 27.48 7,023 26.93 0.1337
2024-05-09 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 57,209 7,183 14.36 5,533 13.97 0.1187
2024-02-08 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 50,026 -5,126 -9.29 4,855 -0.27 0.1260
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 55,152 2,500 4.75 4,868 3.03 0.1455
2023-07-28 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 52,652 1,886 3.72 4,725 -3.53 0.1447
2023-05-10 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 50,766 16,161 46.70 4,897 37.44 0.1701
2023-02-10 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,605 -6,163 -15.12 3,564 -6.04 0.1471
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,768 4,654 12.89 3,792 -2.07 0.1715
2022-08-12 2022-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 36,114 8,289 29.79 3,872 24.62 0.1793
2022-08-09 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 36,114 8,289 3,872 0.1793
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,825 10,552 61.09 3,107 71.47 0.1504
2022-02-23 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,273 7,165 70.88 1,812 83.77 0.1068
2021-11-09 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,108 2,068 25.72 986 24.18 0.0886
2021-08-11 2021-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 8,040 4,130 105.63 794 110.61 0.0831
2021-07-21 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,910 0 377 0.0574
2021-04-28 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,910 508 14.93 377 21.22 0.0571
2021-01-20 2020-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,402 691 25.49 311 29.58 0.0676
2020-10-26 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,711 -459 -14.48 240 -5.14 0.0673
2020-07-27 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,170 -4,047 -56.08 253 -56.68 0.1148
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,217 7,217 584 0.3405
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.