Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLowe Brockenbrough & Co Inc
Latest Disclosed Ownership101,658 shares
Latest Disclosed Value $ 13,311,099
Lowe Brockenbrough & Co Inc reports 2.10% increase in ownership of DUK / Duke Energy Corporation

On May 7, 2026 - Lowe Brockenbrough & Co Inc filed a 13F-HR form disclosing ownership of 101,658 shares of Duke Energy Corporation (US:DUK) valued at $13,311,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 99,563 shares of Duke Energy Corporation. This represents a change in shares of 2.10% during the quarter. The current value of the position is $12,304,684 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)
2026-05-07 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 101,658 2,095 2.10 13,311 14.07 0.6637
2026-02-11 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 99,563 980 0.99 11,670 -4.34 0.5746
2025-11-05 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 98,583 2,815 2.94 12,200 7.96 0.6277
2025-08-11 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 95,768 -1,323 -1.36 11,301 -4.58 0.6354
2025-05-13 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 97,091 9,336 10.64 11,842 25.26 0.7793
2025-02-11 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 87,755 40 0.05 9,455 -6.52 0.6062
2024-10-28 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 87,715 18,702 27.10 10,114 46.21 0.6456
2024-08-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 69,013 3,598 5.50 6,917 9.34 0.4604
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 65,415 59,371 982.31 6,326 979.52 0.4273
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,044 145 2.46 587 12.69 0.0454
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,899 21 0.36 521 -1.33 0.0404
2023-08-10 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,878 -50 -0.84 527 -7.71 0.0398
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,928 300 5.33 572 -1.38 0.0463
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,628 1,727 44.27 580 59.50 0.0504
2022-11-01 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,901 -79 -1.98 363 -14.99 0.0350
2022-07-27 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,980 100 2.58 427 -1.39 0.0373
2022-05-04 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,880 6 0.15 433 6.65 0.0320
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,874 3,874 406 0.0296
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,091 -100.00 0 -100.00
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,091 -136 -6.11 202 -0.98 0.0196
2021-02-04 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,227 -62 -2.71 204 0.49 0.0221
2020-10-26 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,289 -428 -15.75 203 -6.45 0.0252
2020-08-13 2020-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,717 200 7.95 217 6.37 0.0292
2020-05-21 2020-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,517 0 0.00 204 -11.30 0.0336
2020-01-31 2019-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,517 111 4.61 230 -0.43 0.0285
2019-11-21 2019-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,406 2,406 -4.41 231 0.43 0.0310
2017-11-07 2017-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 0 -2,589 -100.00 0 -100.00
2017-07-31 2017-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,589 -1,565 -37.67 216 -36.66 0.0339
2017-05-17 2017-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,154 -85 -2.01 341 3.65 0.0544
2017-02-15 2016-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,239 0 0.00 329 -2.95 0.0550
2016-11-15 2016-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,239 4,239 0.00 339 3.04 0.0585
2013-11-15 2013-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 0 -7,958 -100.00 0 -100.00
2013-08-14 2013-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 7,958 7,958 537 0.0997
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.