Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionL & S Advisors Inc
Latest Disclosed Ownership85,899 shares
Latest Disclosed Value $ 11,247,615
L & S Advisors Inc ownership in DUK / Duke Energy Corporation

On May 11, 2026 - L & S Advisors Inc filed a 13F-HR form disclosing ownership of 85,899 shares of Duke Energy Corporation (US:DUK) valued at $11,247,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 0 shares of Duke Energy Corporation. The current value of the position is $10,397,215 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)
2026-05-11 2026-03-31 13F DUKE ENERGY COM 26441C204 85,899 85,899 11,248 1.4150
2026-02-05 2025-12-31 13F DUKE ENERGY COM 26441C204 0 -30,455 -100.00 0 -100.00
2025-11-07 2025-09-30 13F DUKE ENERGY COM 26441C204 30,455 30,455 3,769 0.3623
2025-08-08 2025-06-30 13F DUKE ENERGY COM 26441C204 0 -33,842 -100.00 0 -100.00
2025-05-09 2025-03-31 13F DUKE ENERGY COM 26441C204 33,842 132 0.39 4,128 13.66 0.5092
2025-02-12 2024-12-31 13F DUKE ENERGY COM 26441C204 33,710 13,617 67.77 3,632 56.78 0.3981
2024-11-12 2024-09-30 13F DUKE ENERGY COM 26441C204 20,093 -4,145 -17.10 2,317 -4.65 0.2421
2024-08-09 2024-06-30 13F DUKE ENERGY COM 26441C204 24,238 1,833 8.18 2,429 12.14 0.2770
2024-05-10 2024-03-31 13F DUKE ENERGY COM 26441C204 22,405 22,405 2,167 0.2450
2023-05-10 2023-03-31 13F DUKE ENERGY COM 26441C204 0 -27,744 -100.00 0 -100.00
2023-02-13 2022-12-31 13F DUKE ENERGY COM 26441C204 27,744 27,744 2,857 0.5290
2022-11-14 2022-09-30 13F DUKE ENERGY COM 26441C204 0 -49,158 -100.00 0 -100.00
2022-08-12 2022-06-30 13F DUKE ENERGY COM 26441C204 49,158 118 0.24 5,270 -3.76 0.8798
2022-05-11 2022-03-31 13F DUKE ENERGY COM 26441C204 49,040 49,040 5,476 0.6485
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.