Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLiberty One Investment Management, Llc
Latest Disclosed Ownership232,015 shares
Latest Disclosed Value $ 30,380,025
Liberty One Investment Management, Llc reports 13.18% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Liberty One Investment Management, Llc filed a 13F-HR form disclosing ownership of 232,015 shares of Duke Energy Corporation (US:DUK) valued at $30,380,044 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 205,003 shares of Duke Energy Corporation. This represents a change in shares of 13.18% during the quarter. The current value of the position is $28,083,096 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 232,015 27,012 13.18 30,380 26.44 3.1320
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 205,003 -317,134 -60.74 24,028 -62.82 3.0701
2025-10-27 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 522,137 251,257 92.76 64,634 102.21 3.6345
2025-07-30 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 270,880 -8,675 -3.10 31,964 -6.26 3.2336
2025-04-30 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 279,555 -1,365 -0.49 34,097 12.66 3.4499
2025-01-16 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 280,920 1,281 0.46 30,266 -6.13 3.2793
2024-10-31 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 279,639 838 0.30 32,242 119,314.81 3.2958
2024-07-22 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 278,801 10,173 3.79 28 -99.90 3.1490
2024-04-30 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 268,628 5,504 2.09 25,979 1.75 2.9405
2024-01-26 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 263,124 8,381 3.29 25,534 13.57 3.1509
2023-11-03 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 254,743 12,379 5.11 22,484 3.37 3.2588
2023-08-04 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 242,364 13,576 5.93 21,750 -1.46 2.8218
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 228,788 17,269 8.16 22,071 1.32 3.0098
2023-02-15 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 211,519 15,010 7.64 21,784 19.18 3.1297
2022-11-16 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 196,509 16,298 9.04 18,279 2.75 3.0069
2022-08-01 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 180,211 -14,602 -7.50 17,790 -18.22 3.0258
2022-05-03 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 194,813 6,041 3.20 21,753 9.85 3.3041
2022-01-21 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 188,772 7,952 4.40 19,802 12.22 2.9813
2021-10-20 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 180,820 609 0.34 17,646 -0.81 3.0123
2021-07-20 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 180,211 1,958 1.10 17,790 3.39 3.0066
2021-04-06 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 178,253 7,304 4.27 17,207 9.93 3.0661
2021-01-20 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 170,949 4,901 2.95 15,652 6.44 2.9424
2020-11-03 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 166,048 12,156 7.90 14,705 19.61 3.0075
2020-07-22 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 153,892 8,732 6.02 12,294 4.71 2.7546
2020-04-22 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 145,160 269 0.19 11,741 -11.16 3.0252
2020-04-22 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 144,891 144,891 13,216 2.8604
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.