Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership270,288 shares
Latest Disclosed Value $ 35,391,690
Rockefeller Capital Management L.P. reports 15.96% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 270,288 shares of Duke Energy Corporation (US:DUK) valued at $35,391,511 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 233,089 shares of Duke Energy Corporation. This represents a change in shares of 15.96% during the quarter. The current value of the position is $32,715,660 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 270,288 37,199 15.96 35,392 29.54 0.0325
2026-03-16 2025-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 233,089 5,494 2.41 27,320 -3.00 0.0492
2026-02-14 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 233,094 5,499 27,321 0.0249
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 227,595 9,010 4.12 28,165 5.73 0.0551
2025-08-14 2025-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 218,585 34,425 18.69 26,637 18.59 0.0584
2025-08-08 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 217,458 33,298 26,504 0.0334
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 184,160 32,549 21.47 22,462 37.61 0.0554
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 151,611 -15,205 -9.11 16,323 -15.05 0.0423
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 166,816 -3,906 -2.29 19,215 12.32 0.0517
2024-08-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 170,722 -27,290 -13.78 17,108 -10.66 0.0486
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 198,012 55,397 38.84 19,150 38.37 0.0559
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 142,615 22,347 18.58 13,839 30.38 0.0462
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 120,268 -5,237 -4.17 10,615 -5.75 0.0409
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 125,505 4,558 3.77 11,263 102,281.82 0.0436
2023-05-16 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 120,947 -1,984 -1.61 12 -99.91 0.0502
2023-03-06 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 122,931 41,379 50.74 12,659 66.90 0.0636
2022-11-02 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 81,552 26,464 48.04 7,585 28.45 0.0392
2022-08-12 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 55,088 2,776 5.31 5,905 1.10 0.0314
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 52,312 8,294 18.84 5,841 26.51 0.0282
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,018 1,927 4.58 4,617 12.42 0.0215
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 42,091 7,150 20.46 4,107 19.08 0.0216
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 34,941 15,532 80.02 3,449 84.24 0.0194
2021-05-11 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,409 -449 -2.26 1,872 3.03 0.0127
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,858 -1,179 -5.60 1,817 -2.42 0.0138
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,037 157 0.75 1,862 11.56 0.0174
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,880 -317 -1.50 1,669 -2.63 0.0175
2020-05-12 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,197 5,331 33.60 1,714 18.45 0.0225
2020-02-07 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,866 -329 -2.03 1,447 -6.83 0.0180
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,195 -2,899 -15.18 1,553 -7.83 0.0211
2019-08-09 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,094 -14,864 -43.77 1,685 -44.86 0.0235
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,958 22,889 206.78 3,056 220.00 0.0436
2019-02-12 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,069 1,766 18.98 955 28.36 0.0167
2018-11-02 2018-09-30 13F Duke Energy Common 26441C204 9,303 0 0.00 744 1.09 0.0113
2018-07-31 2018-06-30 13F Duke Energy Common 26441C204 9,303 0 0.00 736 2.08 0.0120
2018-05-09 2018-03-31 13F Duke Energy Common 26441C204 9,303 9,303 721 0.0119
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.