Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership75,532 shares
Latest Disclosed Value $ 9,890,214
Linscomb & Williams, Inc. reports 18.00% decrease in ownership of DUK / Duke Energy Corporation

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 75,532 shares of Duke Energy Corporation (US:DUK) valued at $9,890,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 92,107 shares of Duke Energy Corporation. This represents a change in shares of -18.00% during the quarter. The current value of the position is $9,142,393 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 CORP COM NEW 26441C204 75,532 -16,575 -18.00 9,890 -8.38 0.4401
2026-02-10 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 92,107 680 0.74 10,796 -4.59 0.4532
2025-11-05 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 91,427 1,399 1.55 11,314 6.50 0.4874
2025-08-04 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 90,028 97 0.11 10,623 -3.15 0.4883
2025-05-12 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 89,931 1,020 1.15 10,969 14.50 0.5462
2025-02-05 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 88,911 2,390 2.76 9,579 -3.97 0.4769
2024-11-06 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 86,521 -506 -0.58 9,976 14.37 0.4946
2024-08-07 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 87,027 880 1.02 8,723 4.69 0.4513
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 86,147 -1,845 -2.10 8,331 -2.42 0.4286
2024-02-06 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 87,992 -1,409 -1.58 8,539 8.21 0.4700
2023-10-10 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 89,401 -4,982 -5.28 7,891 -6.84 0.4616
2023-08-09 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 94,383 -3,453 -3.53 8,470 -10.27 0.4571
2023-05-11 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 97,836 -3,417 -3.37 9,438 -9.49 0.4950
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 101,253 6,318 6.66 10,428 18.08 0.5294
2022-11-09 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 94,935 934 0.99 8,831 -12.37 0.5362
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 94,001 -4,849 -4.91 10,078 -8.70 0.5777
2022-05-17 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 98,850 4,240 4.48 11,038 11.21 0.5272
2022-02-10 2021-12-31 13F DUKE ENERGY CORP COM 26441C204 94,610 1,548 1.66 9,925 9.28 0.4738
2021-11-03 2021-09-30 13F DUKE ENERGY CORP COM 26441C204 93,062 3,234 3.60 9,082 2.41 0.4680
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM 26441C204 89,828 2,988 3.44 8,868 5.79 0.4541
2021-05-12 2021-03-31 13F DUKE ENERGY CORP COM 26441C204 86,840 2,956 3.52 8,383 9.15 0.4559
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM 26441C204 83,884 -2,044 -2.38 7,680 0.92 0.4588
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM 26441C204 85,928 2,590 3.11 7,610 14.30 0.5242
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM 26441C204 83,338 11,800 16.49 6,658 15.07 0.4870
2020-05-11 2020-03-31 13F DUKE ENERGY CORP COM 26441C204 71,538 4,072 6.04 5,786 -5.98 0.5113
2020-02-13 2019-12-31 13F DUKE ENERGY CORP COM 26441C204 67,466 1,198 1.81 6,154 -3.12 0.4015
2019-11-08 2019-09-30 13F DUKE ENERGY CORP COM 26441C204 66,268 7,800 13.34 6,352 23.12 0.5106
2019-08-06 2019-06-30 13F DUKE ENERGY CORP COM 26441C204 58,468 -1 -0.00 5,159 -1.96 0.4233
2019-05-09 2019-03-31 13F DUKE ENERGY CORP COM 26441C204 58,469 540 0.93 5,262 5.26 0.4429
2019-02-08 2018-12-31 13F DUKE ENERGY CORP COM 26441C204 57,929 382 0.66 4,999 8.56 0.4727
2018-11-08 2018-09-30 13F DUKE ENERGY CORP COM 26441C204 57,547 259 0.45 4,605 1.66 0.3781
2018-08-07 2018-06-30 13F DUKE ENERGY CORP COM 26441C204 57,288 10,880 23.44 4,530 26.01 0.3851
2018-05-04 2018-03-31 13F DUKE ENERGY CORP COM 26441C204 46,408 1,747 3.91 3,595 -4.29 0.3057
2018-02-02 2017-12-31 13F DUKE ENERGY CORP COM 26441C204 44,661 2,355 5.57 3,756 5.80 0.3086
2017-10-27 2017-09-30 13F DUKE ENERGY CORP COM 26441C204 42,306 932 2.25 3,550 2.66 0.3048
2017-08-15 2017-06-30 13F DUKE ENERGY CORP COM 26441C204 41,374 -1,682 -3.91 3,458 -2.07 0.3093
2017-04-28 2017-03-31 13F DUKE ENERGY CORP COM 26441C204 43,056 4,278 11.03 3,531 17.31 0.3197
2017-02-07 2016-12-31 13F DUKE ENERGY CORP COM 26441C204 38,778 2,036 5.54 3,010 2.35 0.2800
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM 26441C204 36,742 3,924 11.96 2,941 4.48 0.2859
2016-08-05 2016-06-30 13F DUKE ENERGY CORP COM 26441C204 32,818 -1,660 -4.81 2,815 1.19 0.2837
2016-05-04 2016-03-31 13F DUKE ENERGY CORP COM 26441C204 34,478 3,047 9.69 2,782 23.98 0.3012
2016-01-29 2015-12-31 13F DUKE ENERGY CORP COM 26441C204 31,431 1,279 4.24 2,244 3.46 0.2541
2015-11-09 2015-09-30 13F DUKE ENERGY CORP COM 26441C204 30,152 2,504 9.06 2,169 11.12 0.2550
2015-08-05 2015-06-30 13F DUKE ENERGY CORP COM 26441C204 27,648 251 0.92 1,952 -7.22 0.2131
2015-05-06 2015-03-31 13F DUKE ENERGY CORP COM 26441C204 27,397 27,397 0.00 2,104 0.2257
2015-02-04 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 0 -25,195 -100.00 0 -100.00
2014-11-05 2014-09-30 13F DUKE ENERGY CORP COM 26441C204 25,195 876 3.60 1,884 4.43 0.2079
2014-08-05 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 24,319 2,506 11.49 1,804 16.09 0.1904
2014-05-09 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 21,813 3,596 19.74 1,554 23.63 0.1714
2014-02-05 2013-12-31 13F Duke Energy Corp COM 26441C204 18,217 6,194 51.52 1,257 56.54 0.1542
2013-11-01 2013-09-30 13F Duke Energy Corp COM 26441C204 12,023 79 0.66 803 -0.37 0.1053
2013-08-01 2013-06-30 13F Duke Energy Corp COM 26441C204 11,944 11,944 806 0.1102
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.