Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSummit Global Investments
Latest Disclosed Ownership8,965 shares
Latest Disclosed Value $ 1,174
Summit Global Investments reports 5.44% decrease in ownership of DUK / Duke Energy Corporation

On May 7, 2026 - Summit Global Investments filed a 13F-HR form disclosing ownership of 8,965 shares of Duke Energy Corporation (US:DUK) valued at $1,173,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,481 shares of Duke Energy Corporation. This represents a change in shares of -5.44% during the quarter. The current value of the position is $1,085,124 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)
2026-05-07 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,965 -516 -5.44 1 0.00 0.0693
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,481 9,481 1 0.0657
2025-11-03 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -15,194 -100.00 0 -100.00
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,194 8,068 113.22 2 0.1057
2025-04-07 2025-03-31 13F DUKE ENERGY CORP NEW C OM NEW 26441C204 7,126 -3,613 -33.64 1 -100.00 0.0633
2025-02-11 2024-12-31 13F DUKE ENERGY CORP NEW C OM NEW 26441C204 10,739 -5,270 -32.92 1 0.00 0.0724
2024-10-31 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,009 16,009 2 0.1177
2024-04-29 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -10,588 -100.00 0 -100.00
2024-02-06 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,588 -1,965 -15.65 1 0.00 0.0672
2023-10-16 2023-09-30 13F DUKE ENERGY CORP NEW C OM NEW 26441C204 12,553 -8,587 -40.62 1 0.00 0.0738
2023-07-19 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,140 14,426 214.86 2 0.1256
2023-05-04 2023-03-31 13F DUKE ENERGY CORP NEW C OM NEW 26441C204 6,714 -1,687 -20.08 1 0.0501
2023-01-31 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,401 -59,773 -87.68 1 -100.00 0.0730
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM 26441C204 68,174 -23,964 -26.01 6,342 -35.80 0.5865
2022-08-23 2022-06-30 13F DUKE ENERGY HOLDING COM 26441C204 92,138 1,828 2.02 9,878 -2.04 0.8701
2022-04-29 2022-03-31 13F DUKE ENERGY COM 26441C204 90,310 22,701 33.58 10,084 42.19 0.7432
2022-02-14 2021-12-31 13F DUKE ENERGY COM 26441C204 67,609 32,184 90.85 7,092 105.15 0.4552
2021-11-08 2021-09-30 13F DUKE ENERGY COM 26441C204 35,425 5,210 17.24 3,457 16.08 0.2591
2022-01-28 2021-06-30 13F DUKE ENERGY COM 26441C204 30,215 -10,253 -25.34 2,978 -23.76 0.1782
2022-01-27 2021-03-31 13F DUKE ENERGY CORP COM 26441C204 40,468 -27,275 -40.26 3,906 -37.03 0.2503
2021-02-11 2020-12-31 13F DUKE ENERGY COM 26441C204 67,743 43,664 181.34 6,203 190.95 0.6199
2020-11-16 2020-09-30 13F DUKE ENERGY COM 26441C204 24,079 -12,898 -34.88 2,132 -27.83 0.2203
2020-08-11 2020-06-30 13F DUKE ENERGY HOLDING COM 26441C204 36,977 -41,991 -53.17 2,954 -53.75 0.3408
2020-05-14 2020-03-31 13F DUKE ENERGY COM 26441C204 78,968 78,968 6,387 0.9311
2018-08-10 2018-06-30 13F DUKE ENERGY COM 26441C204 0 -9,500 -100.00 0 -100.00
2018-05-03 2018-03-31 13F DUKE ENERGY COM 26441C204 9,500 -7,674 -44.68 736 -49.03 0.1171
2018-02-14 2017-12-31 13F DUKE ENERGY COM 26441C204 17,174 -6,858 -28.54 1,444 -28.41 0.2236
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM 26441C204 24,032 9,196 61.98 2,017 62.66 0.3154
2017-08-10 2017-06-30 13F DUKE ENERGY COM 26441C204 14,836 -17,925 -54.71 1,240 -53.83 0.3711
2017-05-16 2017-03-31 13F DUKE ENERGY CORP COM 26441C204 32,761 6,237 23.51 2,687 30.45 0.8746
2017-02-15 2016-12-31 13F DUKE ENERGY COM 26441C204 26,524 26,524 2,059 0.7480
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.