Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLS Investment Advisors, LLC
Latest Disclosed Ownership4,395 shares
Latest Disclosed Value $ 575,481
LS Investment Advisors, LLC reports 61.60% decrease in ownership of DUK / Duke Energy Corporation

On April 20, 2026 - LS Investment Advisors, LLC filed a 13F-HR form disclosing ownership of 4,395 shares of Duke Energy Corporation (US:DUK) valued at $575,481 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,445 shares of Duke Energy Corporation. This represents a change in shares of -61.60% during the quarter. The current value of the position is $531,971 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)
2026-04-20 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,395 -7,050 -61.60 575 -57.12 0.0861
2026-01-26 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,445 650 6.02 1,341 0.45 0.1880
2025-10-22 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,795 -565 -4.97 1,336 -0.37 0.1882
2025-07-16 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,360 1,141 11.17 1,340 7.54 0.1959
2025-04-10 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,219 -1,790 -14.91 1,246 -3.63 0.1918
2025-01-24 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,009 280 2.39 1,294 -4.36 0.1897
2024-10-31 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,729 -180 -1.51 1,352 13.33 0.1998
2024-07-26 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,909 3,554 42.54 1,194 47.65 0.1863
2024-04-30 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,355 8,355 808 0.1282
2023-04-26 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,000 -100.00 0 -100.00
2023-01-20 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 2,000 206 0.0401
2022-10-28 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,000 -100.00 0 -100.00
2022-10-28 2022-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 214 -4.04 0.0399
2022-07-25 2022-06-30 13F Duke Energy COM 26441C204 2,000 0 214 0.0385
2022-05-10 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 223 6.19 0.0354
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 2,000 210 0.0317
2021-08-11 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -21,108 -100.00 0 -100.00
2021-05-13 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,108 -1,123 -5.05 2,038 0.15 0.1137
2021-02-10 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,231 -2,884 -11.48 2,035 -8.50 0.1073
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,115 -7,632 -23.31 2,224 -14.98 0.1261
2020-08-10 2020-06-30 13F DUKE ENERGY COMMON 26441C204 32,747 -3,907 -10.66 2,616 -11.77 0.1625
2020-04-20 2020-03-31 13F DUKE ENERGY COMMON 26441C204 36,654 -6,128 -14.32 2,965 -24.01 0.2146
2020-01-31 2019-12-31 13F DUKE ENERGY COMMON 26441C204 42,782 1,300 3.13 3,902 -1.86 0.2106
2019-10-31 2019-09-30 13F DUKE ENERGY COMMON 26441C204 41,482 1,386 3.46 3,976 12.38 0.2323
2019-08-07 2019-06-30 13F DUKE ENERGY COMMON 26441C204 40,096 1,082 2.77 3,538 0.77 0.2139
2019-04-25 2019-03-31 13F DUKE ENERGY COMMON 26441C204 39,014 -934 -2.34 3,511 1.83 0.2188
2019-02-01 2018-12-31 13F DUKE ENERGY COMMON 26441C204 39,948 -4,287 -9.69 3,448 -2.60 0.2401
2018-11-13 2018-09-30 13F DUKE ENERGY COMMON 26441C204 44,235 -2,958 -6.27 3,540 -5.14 0.2036
2018-07-20 2018-06-30 13F DUKE ENERGY COMMON 26441C204 47,193 80 0.17 3,732 2.25 0.2251
2018-05-08 2018-03-31 13F DUKE ENERGY COMMON 26441C204 47,113 3,042 6.90 3,650 -1.54 0.2175
2018-02-07 2017-12-31 13F DUKE ENERGY COMMON 26441C204 44,071 429 0.98 3,707 1.23 0.2157
2017-10-19 2017-09-30 13F DUKE ENERGY COMMON 26441C204 43,642 -596 -1.35 3,662 -0.97 0.2181
2017-07-18 2017-06-30 13F DUKE ENERGY COMMON 26441C204 44,238 438 1.00 3,698 2.95 0.2260
2017-05-04 2017-03-31 13F DUKE ENERGY COMMON 26441C204 43,800 615 1.42 3,592 7.16 0.2300
2017-02-09 2016-12-31 13F DUKE ENERGY COMMON 26441C204 43,185 2,659 6.56 3,352 3.33 0.2363
2016-11-08 2016-09-30 13F DUKE ENERGY COMMON 26441C204 40,526 -2,111 -4.95 3,244 -11.32 0.2384
2016-07-21 2016-06-30 13F DUKE ENERGY COMMON 26441C204 42,637 5,730 15.53 3,658 22.83 0.2532
2016-05-10 2016-03-31 13F DUKE ENERGY COMMON 26441C204 36,907 -660 -1.76 2,978 11.04 0.2221
2016-02-09 2015-12-31 13F DUKE ENERGY COMMON 26441C204 37,567 715 1.94 2,682 1.17 0.2079
2015-11-04 2015-09-30 13F DUKE ENERGY COMMON 26441C204 36,852 -54 -0.15 2,651 1.73 0.2132
2015-07-31 2015-06-30 13F DUKE ENERGY COMMON 26441C204 36,906 -865 -2.29 2,606 -10.14 0.1935
2015-05-13 2015-03-31 13F DUKE ENERGY COMMON 26441C204 37,771 5,685 17.72 2,900 8.21 0.2215
2015-02-13 2014-12-31 13F DUKE ENERGY COMMON 26441C204 32,086 -898 -2.72 2,680 8.68 0.2171
2014-12-17 2014-09-30 13F/A-1 DUKE ENERGY COMMON 26441C204 32,984 -1,194 -3.49 2,466 -2.76 0.2120
2014-08-12 2014-06-30 13F DUKE ENERGY COMMON 26441C204 34,178 312 0.92 2,536 5.14 0.2159
2014-05-05 2014-03-31 13F DUKE ENERGY COMMON 26441C204 33,866 5,728 20.36 2,412 24.20 0.1976
2014-02-13 2013-12-31 13F DUKE ENERGY COMMON 26441C204 28,138 12,322 77.91 1,942 83.90 0.1754
2013-11-07 2013-09-30 13F DUKE ENERGY COMMON 26441C204 15,816 4,039 34.30 1,056 32.83 0.1270
2013-08-13 2013-06-30 13F DUKE ENERGY COMMON 26441C204 11,777 11,777 795 0.1022
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.