Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionUSS Investment Management Ltd
Latest Disclosed Ownership128,951 shares
Latest Disclosed Value $ 16,883,554
USS Investment Management Ltd reports 3.75% increase in ownership of DUK / Duke Energy Corporation

On April 24, 2026 - USS Investment Management Ltd filed a 13F-HR form disclosing ownership of 128,951 shares of Duke Energy Corporation (US:DUK) valued at $16,884,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 124,291 shares of Duke Energy Corporation. This represents a change in shares of 3.75% during the quarter. The current value of the position is $15,608,229 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)
2026-04-24 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 128,951 4,660 3.75 16,884 15.89 0.0660
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 124,291 0 0.00 14,569 -5.26 0.0677
2025-11-13 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 124,291 0 0.00 15,377 4.91 0.0699
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 124,291 0 0.00 14,658 -3.30 0.0869
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 124,291 -90,400 -42.11 15,159 -34.45 0.1107
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 214,691 -11,487 -5.08 23,128 -11.29 0.1614
2024-11-13 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 226,178 4,322 1.95 26,069 17.24 0.1899
2024-08-14 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 221,856 3,045 1.39 22,236 5.12 0.1769
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 218,811 -6,425 -2.85 21,152 -3.25 0.1731
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 225,236 -1,100 -0.49 21,863 9.42 0.1947
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 226,336 15,316 7.26 19,980 5.55 0.2164
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 211,020 0 0.00 18,930 -7.01 0.2235
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 211,020 1,159 0.55 20,356 -5.82 0.2769
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 209,861 4,500 2.19 21,615 13.05 0.3026
2022-11-08 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 205,361 -56,916 -21.70 19,119 -32.09 0.2794
2022-08-12 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 262,277 -11,899 -4.34 28,152 -8.08 0.2811
2022-07-18 2022-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 274,176 15,917 6.16 30,627 13.04 0.2510
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 274,176 15,917 30,627 0.2563
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 258,259 0 0.00 27,093 7.52 0.2051
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 258,259 -73,003 -22.04 25,198 -22.93 0.2126
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 331,262 2,000 0.61 32,696 2.89 0.2585
2021-05-12 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 329,262 0 0.00 31,777 5.41 0.2742
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 329,262 2,100 0.64 30,146 4.08 0.2736
2020-10-30 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 327,162 0 0.00 28,964 10.84 0.2792
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 327,162 55,870 20.59 26,132 19.06 0.2731
2020-05-11 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 271,292 -24,609 -8.32 21,949 -18.65 0.2985
2020-02-06 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 295,901 -121,019 -29.03 26,980 -32.51 0.2630
2019-11-01 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 416,920 0 0.00 39,974 8.69 0.4133
2019-08-14 2019-06-30 13F/A-1 DUKE ENERGY COM NEW 26441C204 416,920 0 0.00 36,779 -1.97 0.3786
2019-07-19 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 416,920 0 36,779
2019-05-15 2019-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 416,920 416,920 37,519 0.4216
2019-04-05 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 416,920 416,920 37,519
2017-12-06 2017-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 0 -617,591 -100.00 0 -100.00
2017-12-06 2017-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 617,591 -73,400 -10.62 51,628 -8.90 0.4819
2017-08-08 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 617,591 -73,400 51,628
2017-05-10 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 690,991 4,800 0.70 56,672 6.39 0.7834
2017-02-09 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 686,191 -105,400 -13.31 53,266 -15.91 0.8162
2016-11-01 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 791,591 0 0.00 63,347 -6.72 0.9737
2016-08-01 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 791,591 710,541 876.67 67,907 938.49 1.1821
2016-05-13 2016-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 81,050 81,050 6,539 0.1099
2016-05-11 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 81,050 6,539 0.1099
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.