Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership87,830 shares
Latest Disclosed Value $ 11,500,460
Shelton Capital Management reports 152.59% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 87,830 shares of Duke Energy Corporation (US:DUK) valued at $11,500,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,772 shares of Duke Energy Corporation. This represents a change in shares of 152.59% during the quarter. The current value of the position is $10,630,943 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.

Upgrade to unlock premium data and export to Excel .

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 87,830 53,058 152.59 11,500 182.21 0.2515
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,772 -900 -2.52 4,076 -7.68 0.0805
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,672 0 0.00 4,414 4.87 0.0945
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,672 -181 -0.50 4,209 -3.73 0.0968
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,853 -700 -1.92 4,373 11.02 0.1042
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 36,553 -1,100 -2.92 3,938 -9.28 0.0980
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,653 -1,138 -2.93 4,341 11.65 0.1115
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,791 -4 -0.01 3,888 3.65 0.1056
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,795 -4,800 -11.01 3,752 -11.32 0.1065
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 43,595 -4,046 -8.49 4,230 0.62 0.1339
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 47,641 30,390 176.16 4,205 171.58 0.1540
2023-08-10 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,251 100 0.58 1,548 -6.41 0.0556
2023-05-11 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,151 8,151 90.57 1,655 78.62 0.0689
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,000 -8,213 -47.71 927 -42.16 0.0971
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,213 8,350 94.21 1,601 68.53 0.0761
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,863 0 0.00 950 -4.04 0.0427
2022-05-12 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,863 32 0.36 990 6.91 0.0366
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,831 500 6.00 926 13.90 0.0328
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,331 -9,350 -52.88 813 -53.41 0.0318
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,681 1 0.01 1,745 2.23 0.0659
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,680 -6,509 -26.91 1,707 -22.93 0.0594
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,189 -36,300 -60.01 2,215 -58.65 0.0995
2020-11-09 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 60,489 24,401 67.62 5,357 85.81 0.2218
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 36,088 -129 -0.36 2,883 -1.57 0.1588
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 36,217 28,201 351.81 2,929 300.68 0.2123
2020-02-11 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,016 -9,150 -53.30 731 -55.59 0.0404
2019-11-13 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,166 0 0.00 1,646 8.65 0.0972
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,166 15,495 927.29 1,515 -91.84 0.0873
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,671 -15,594 -90.32 18,566 1,146.04 0.0732
2019-01-31 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,265 0 0.00 1,490 7.81 0.1013
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,265 1,115 6.90 1,382 8.22 0.0788
2018-08-10 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,150 0 0.00 1,277 2.08 0.0794
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,150 -500 -3.00 1,251 -10.64 0.0821
2018-02-06 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,650 0 0.00 1,400 0.21 0.0899
2017-11-28 2017-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 16,650 1,871 12.66 1,397 13.12 0.0943
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,650 1,871 1,397
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,779 500 3.50 1,235 5.47 0.0873
2017-11-28 2017-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 14,279 0 0.00 1,171 5.69 0.0811
2017-05-15 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,198 2,919 1,410
2017-11-28 2016-12-31 13F/A-2 DUKE ENERGY CORP COM NEW 26441C204 14,279 0 0.00 1,108 -3.06 0.0844
2017-02-16 2016-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 14,279 0 1,108 0.0973
2017-02-13 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,279 1,108
2017-12-06 2016-09-30 13F/A-2 DUKE ENERGY CORP COM NEW 26441C204 14,279 0 0.00 1,143 -6.69 0.0954
2017-12-04 2016-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 14,279 0 1,108 0.0706
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,279 0 1,143
2016-08-01 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,279 -4,200 -22.73 1,225 -17.84 0.1079
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,479 -93 -0.50 1,491 12.44 0.1350
2016-02-01 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,572 1,393 8.11 1,326 7.28 0.1282
2015-11-02 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,179 -15,600 -47.59 1,236 -46.61 0.1361
2015-08-11 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,779 0 0.00 2,315 -8.03 0.2395
2015-05-12 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,779 -200 -0.61 2,517 -8.64 0.2719
2015-02-10 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,979 -7,700 -18.93 2,755 -9.43 0.3209
2014-10-15 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,679 0 0.00 3,042 0.80 0.4089
2014-07-25 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,679 7,800 23.72 3,018 28.86 0.4214
2014-04-14 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,879 700 2.18 2,342 5.45 0.3433
2014-01-22 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,179 0 0.00 2,221 3.35 0.3359
2013-10-16 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,179 -300 -0.92 2,149 -1.96 0.3595
2013-07-10 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,479 32,479 2,192 0.3999
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.