Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSumitomo Life Insurance Co
Latest Disclosed Ownership8,640 shares
Latest Disclosed Value $ 1,131,322
Sumitomo Life Insurance Co reports 2.82% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Sumitomo Life Insurance Co filed a 13F-HR form disclosing ownership of 8,640 shares of Duke Energy Corporation (US:DUK) valued at $1,131,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,403 shares of Duke Energy Corporation. This represents a change in shares of 2.82% during the quarter. The current value of the position is $1,045,786 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)
2026-05-12 2026-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 8,640 237 2.82 1,131 14.94 0.0266
2026-02-13 2025-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 8,403 55 0.66 985 -4.74 0.0270
2025-11-12 2025-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 8,348 -251 -2.92 1,033 1.87 0.0321
2025-08-05 2025-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 8,599 -620 -6.73 1,015 -9.79 0.0688
2025-05-02 2025-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 9,219 -1 -0.01 1,124 13.19 0.0402
2025-01-23 2024-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 9,220 -290 -3.05 993 -9.40 0.0188
2024-10-16 2024-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 9,510 262 2.83 1,097 18.36 0.0215
2024-07-19 2024-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 9,248 -1,165 -11.19 927 -8.04 0.0214
2024-04-26 2024-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 10,413 -458 -4.21 1,007 -4.46 0.0261
2024-01-30 2023-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 10,871 -537 -4.71 1,055 4.77 0.0328
2023-10-23 2023-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 11,408 -158 -1.37 1,007 -2.99 0.0283
2023-07-20 2023-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 11,566 -941 -7.52 1,038 103,600.00 0.0457
2023-04-27 2023-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 12,507 -130 -1.03 1 0.00 0.1016
2023-01-18 2022-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 12,637 -237 -1.84 1 -99.92 0.0959
2022-10-31 2022-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 12,874 -1,560 -10.81 1,198 -22.56 0.0508
2022-07-22 2022-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 14,434 263 1.86 1,547 -2.21 0.0433
2022-04-27 2022-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 14,171 -259 -1.79 1,582 4.49 0.0391
2022-02-04 2021-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 14,430 -447 -3.00 1,514 4.27 0.0360
2021-10-25 2021-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 14,877 -626 -4.04 1,452 -5.10 0.0388
2021-07-20 2021-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 15,503 -2,650 -14.60 1,530 -12.67 0.0486
2021-04-27 2021-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 18,153 -876 -4.60 1,752 0.57 0.0705
2021-02-05 2020-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 19,029 -1,964 -9.36 1,742 -6.29 0.0736
2020-10-29 2020-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 20,993 -883 -4.04 1,859 6.35 0.0865
2020-07-22 2020-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 21,876 -1,844 -7.77 1,748 -8.86 0.0937
2020-05-01 2020-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 23,720 319 1.36 1,918 -10.12 0.1365
2020-01-24 2019-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 23,401 1,319 5.97 2,134 0.80 0.2418
2019-10-24 2019-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 22,082 -2,777 -11.17 2,117 -3.51 0.2754
2019-07-26 2019-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 24,859 888 3.70 2,194 1.72 0.2590
2019-04-17 2019-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 23,971 -2,640 -9.92 2,157 -6.09 0.2899
2019-01-24 2018-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 26,611 596 2.29 2,297 10.33 0.3184
2018-10-18 2018-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 26,015 -396 -1.50 2,082 -0.34 0.4130
2018-07-23 2018-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 26,411 1,065 4.20 2,089 6.36 0.2562
2018-04-27 2018-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 25,346 -1,116 -4.22 1,964 -11.77 0.2596
2018-02-01 2017-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 26,462 -1,285 -4.63 2,226 -4.42 0.2793
2017-10-17 2017-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 27,747 -502 -1.78 2,329 -1.36 0.2967
2017-07-27 2017-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 28,249 1,190 4.40 2,361 6.40 0.3080
2017-04-26 2017-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 27,059 -1,681 -5.85 2,219 -0.54 0.3137
2017-01-27 2016-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 28,740 640 2.28 2,231 -0.80 0.3181
2016-10-25 2016-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 28,100 -3,373 -10.72 2,249 -16.70 0.3337
2016-07-15 2016-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 31,473 -1,108 -3.40 2,700 2.70 0.3700
2016-04-26 2016-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 32,581 -986 -2.94 2,629 9.72 0.3420
2016-01-21 2015-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 33,567 -791 -2.30 2,396 -3.07 0.3024
2015-10-22 2015-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 34,358 -875 -2.48 2,472 -0.64 0.3280
2015-07-29 2015-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 35,233 -4,360 -11.01 2,488 -18.16 0.3031
2015-04-30 2015-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 39,593 39,593 0.00 3,040 0.3353
2015-02-04 2014-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 0 -46,212 -100.00 0 -100.00
2014-11-04 2014-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 46,212 -1,260 -2.65 3,455 -1.90 0.3378
2014-07-30 2014-06-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 47,472 248 0.53 3,522 4.73 0.3367
2014-05-02 2014-03-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 47,224 -3,989 -7.79 3,363 -4.84 0.3265
2014-02-07 2013-12-31 13F DUKE ENERGY CORP NEW COM Common 26441C204 51,213 -2,837 -5.25 3,534 -2.08 0.3181
2013-11-13 2013-09-30 13F DUKE ENERGY CORP NEW COM Common 26441C204 54,050 54,050 3,609 0.3364
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.