Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership225,404 shares
Latest Disclosed Value $ 29,514,351
Mercer Global Advisors Inc /adv reports 4.11% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 225,404 shares of Duke Energy Corporation (US:DUK) valued at $29,514,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 216,507 shares of Duke Energy Corporation. This represents a change in shares of 4.11% during the quarter. The current value of the position is $27,282,900 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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 225,404 8,897 4.11 29,514 16.31 0.0437
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 216,507 18,098 9.12 25,377 3.35 0.0387
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 198,409 -12,832 -6.07 24,553 -1.48 0.0410
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 211,241 2,947 1.41 24,923 -1.81 0.0508
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 208,294 19,811 10.51 25,383 24.99 0.0582
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 188,483 30,441 19.26 20,307 10.73 0.0495
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 158,042 2,742 1.77 18,340 48.77 0.0429
2024-08-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 155,300 4,087 2.70 12,328 87,950.00 0.0336
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 151,213 36,458 31.77 15 27.27 0.0416
2024-02-15 2023-12-31 13F DUKE ENERGY COM 26441C204 114,755 280 0.24 11 10.00 0.0335
2023-11-15 2023-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 114,475 -1,759 -1.51 10 0.00 0.0384
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 114,475 -1,759 10 0.0384
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 116,234 33,558 40.59 10 42.86 0.0414
2023-05-16 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 82,676 -8,793 -9.61 8 -22.22 0.0362
2023-02-09 2022-12-31 13F DUKE ENERGY COM 26441C204 91,469 -667 -0.72 9 -99.89 0.0472
2022-11-15 2022-09-30 13F DUKE ENERGY COM 26441C204 92,136 -6,553 -6.64 8,571 -19.00 0.0509
2022-08-10 2022-06-30 13F DUKE ENERGY COM 26441C204 98,689 5,305 5.68 10,581 1.48 0.0648
2022-05-10 2022-03-31 13F DUKE ENERGY COM 26441C204 93,384 11,446 13.97 10,427 21.31 0.0614
2022-02-04 2021-12-31 13F DUKE ENERGY COM 26441C204 81,938 3,154 4.00 8,595 11.78 0.0531
2021-11-10 2021-09-30 13F DUKE ENERGY COM 26441C204 78,784 9,396 13.54 7,689 12.25 0.0537
2021-08-10 2021-06-30 13F DUKE ENERGY COM 26441C204 69,388 2,472 3.69 6,850 6.05 0.0527
2021-08-10 2021-03-31 13F/A-1 DUKE ENERGY COM 26441C204 66,916 -3,584 -5.08 6,459 0.06 0.0588
2021-05-11 2021-03-31 13F DUKE ENERGY COM 26441C204 64,902 -5,598 6,265 0.0600
2021-02-12 2020-12-31 13F DUKE ENERGY COM 26441C204 70,500 -2,150 -2.96 6,455 0.33 0.0806
2020-12-10 2020-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 72,650 899 1.25 6,434 12.25 0.0968
2020-08-10 2020-06-30 13F DUKE ENERGY CORP NEW COM 26441C204 71,751 -1,915 -2.60 5,732 -3.79 0.1041
2020-05-18 2020-03-31 13F DUKE ENERGY CORP NEW COM 26441C204 73,666 -35,391 -32.45 5,958 -40.10 0.1311
2020-02-13 2019-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 109,057 -7,486 -6.42 9,947 -10.96 0.1986
2019-11-12 2019-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 116,543 11,021 10.44 11,171 19.98 0.2627
2019-08-14 2019-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 105,522 4,776 4.74 9,311 2.69 0.2468
2019-04-23 2019-03-31 13F/A-1 DUKE ENERGY CORP NEW COM COM 26441C204 100,746 100,746 9,067 0.3261
2019-04-12 2019-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 79,459 6,857 0.3654
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.