Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionVaughan Nelson Investment Management, L.p.
Latest Disclosed Ownership13,525 shares
Latest Disclosed Value $ 1,770,964
Vaughan Nelson Investment Management, L.p. ownership in DUK / Duke Energy Corporation

On April 16, 2026 - Vaughan Nelson Investment Management, L.p. filed a 13F-HR form disclosing ownership of 13,525 shares of Duke Energy Corporation (US:DUK) valued at $1,770,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 13,525 shares of Duke Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,637,066 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)
2026-04-16 2026-03-31 13F DUKE ENERGY COMMON 26441C204 13,525 0 0.00 1,771 11.67 0.0178
2026-01-15 2025-12-31 13F DUKE ENERGY COMMON 26441C204 13,525 -12,325 -47.68 1,585 -50.44 0.0155
2025-10-22 2025-09-30 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3,199 4.85 0.0291
2025-07-21 2025-06-30 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3,050 101,566.67 0.0286
2025-04-17 2025-03-31 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3 50.00 0.0315
2025-01-28 2024-12-31 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3 0.00 0.0259
2024-11-06 2024-09-30 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3 0.00 0.0265
2024-07-19 2024-06-30 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 3 0.00 0.0239
2024-04-18 2024-03-31 13F DUKE ENERGY COMMON 26441C204 25,850 0 0.00 2 0.00 0.0219
2024-01-25 2023-12-31 13F DUKE ENERGY COMMON 26441C204 25,850 -2,800 -9.77 3 0.00 0.0250
2023-11-09 2023-09-30 13F DUKE ENERGY COMMON 26441C204 28,650 0 0.00 3 0.00 0.0285
2023-08-03 2023-06-30 13F DUKE ENERGY COMMON 26441C204 28,650 -2,435 -7.83 3 0.00 0.0285
2023-05-08 2023-03-31 13F DUKE ENERGY COMMON 26441C204 31,085 -5,715 -15.53 3 -33.33 0.0370
2023-01-31 2022-12-31 13F DUKE ENERGY COMMON 26441C204 36,800 1,175 3.30 4 -99.91 0.0491
2022-11-04 2022-09-30 13F DUKE ENERGY COMMON 26441C204 35,625 0 0.00 3,314 -13.22 0.0480
2022-07-22 2022-06-30 13F DUKE ENERGY COMMON 26441C204 35,625 0 0.00 3,819 -4.00 0.0515
2022-05-04 2022-03-31 13F DUKE ENERGY COMMON 26441C204 35,625 3,700 11.59 3,978 18.78 0.0452
2022-01-13 2021-12-31 13F DUKE ENERGY COMMON 26441C204 31,925 0 0.00 3,349 7.48 0.0343
2021-10-27 2021-09-30 13F DUKE ENERGY COMMON 26441C204 31,925 1,650 5.45 3,116 4.25 0.0317
2021-07-15 2021-06-30 13F DUKE ENERGY COMMON 26441C204 30,275 2,500 9.00 2,989 11.49 0.0303
2021-05-11 2021-03-31 13F DUKE ENERGY CORP COM 26441C204 27,775 2,525 10.00 2,681 15.96 0.0286
2021-02-04 2020-12-31 13F DUKE ENERGY CORP COM 26441C204 25,250 8,175 47.88 2,312 52.91 0.0271
2020-11-09 2020-09-30 13F DUKE ENERGY CORP COM 26441C204 17,075 0 0.00 1,512 10.85 0.0211
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM 26441C204 17,075 0 0.00 1,364 -1.23 0.0195
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM 26441C204 17,075 0 0.00 1,381 -11.30 0.0236
2020-02-05 2019-12-31 13F DUKE ENERGY CORP COM 26441C204 17,075 3,400 24.86 1,557 18.76 0.0194
2019-11-06 2019-09-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,311 8.62 0.0175
2019-08-09 2019-06-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,207 -1.95 0.0160
2019-05-13 2019-03-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,231 4.32 0.0165
2019-01-30 2018-12-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,180 7.86 0.0169
2018-11-09 2018-09-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,094 1.20 0.0128
2018-07-27 2018-06-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,081 2.08 0.0129
2018-05-09 2018-03-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,059 -7.91 0.0129
2018-01-25 2017-12-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,150 0.17 0.0133
2017-10-24 2017-09-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,148 0.44 0.0136
2017-07-14 2017-06-30 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,143 1.96 0.0137
2017-05-12 2017-03-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,121 5.66 0.0132
2017-02-02 2016-12-31 13F DUKE ENERGY CORP COM 26441C204 13,675 0 0.00 1,061 -3.11 0.0125
2016-10-25 2016-09-30 13F DUKE ENERGY CORP COM 26441C204 13,675 -5,000 -26.77 1,095 -31.65 0.0130
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,602 6.30 0.0203
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,507 13.05 0.0190
2016-02-02 2015-12-31 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,333 -0.74 0.0170
2015-11-05 2015-09-30 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,343 1.82 0.0191
2015-08-12 2015-06-30 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,319 -8.02 0.0186
2015-04-28 2015-03-31 13F DUKE ENERGY CORP COM 26441C204 18,675 18,675 0.00 1,434 0.0219
2015-01-30 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 0 -18,675 -100.00 0 -100.00
2014-11-10 2014-09-30 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,396 0.79 0.0209
2014-08-05 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,385 4.14 0.0197
2014-05-13 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 18,675 0 0.00 1,330 3.18 0.0200
2014-01-22 2013-12-31 13F DUKE ENERGY COM 26441C204 18,675 0 0.00 1,289 3.37 0.0201
2013-11-07 2013-09-30 13F DUKE ENERGY COM 26441C204 18,675 3,675 24.50 1,247 23.10 0.0210
2013-07-29 2013-06-30 13F DUKE ENERGY COM 26441C204 15,000 15,000 1,013 0.0192
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.