Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,092,284 shares
Latest Disclosed Value $ 273,978,941
Dimensional Fund Advisors Lp reports 2.90% increase in ownership of DUK / Duke Energy Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,092,284 shares of Duke Energy Corporation (US:DUK) valued at $273,963,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,033,317 shares of Duke Energy Corporation. This represents a change in shares of 2.90% during the quarter. The current value of the position is $253,250,055 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 2,092,284 58,967 2.90 273,979 14.95 0.0123
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,033,317 75,943 3.88 238,337 -1.60 0.0500
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,957,374 11,970 0.62 242,206 5.52 0.0520
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,945,404 5,622 0.29 229,534 -2.97 0.0531
2025-05-13 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,939,782 48,052 2.54 236,552 16.06 0.0588
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,891,730 49,150 2.67 203,815 -4.07 0.0489
2024-11-07 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,842,580 25,822 1.42 212,458 16.67 0.0515
2024-08-09 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,816,758 240,136 15.23 182,101 19.43 0.0476
2024-05-10 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,576,622 10,114 0.65 152,475 0.30 0.0413
2024-02-07 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,566,508 25,405 1.65 152,013 11.75 0.0444
2023-11-09 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,541,103 31,523 2.09 136,024 0.41 0.0446
2023-08-09 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,509,580 58,755 4.05 135,462 -3.21 0.0432
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,450,825 6,985 0.48 139,958 94,466.22 0.0471
2023-02-09 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,443,840 28,674 2.03 149 -99.89 0.0439
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,415,166 -7,229 -0.51 131,654 -13.66 0.0505
2022-08-12 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,422,395 -26,401 -1.82 152,483 -5.74 0.0547
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM 26441C204 1,448,796 65,631 4.74 161,771 11.49 0.0498
2022-02-09 2021-12-31 13F DUKE ENERGY CORP COM 26441C204 1,383,165 -4,434 -0.32 145,093 7.14 0.0439
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM 26441C204 1,387,599 -17,986 -1.28 135,422 -2.40 0.0436
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM 26441C204 1,405,585 -26,682 -1.86 138,755 0.36 0.0439
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM 26441C204 1,432,267 -12,143 -0.84 138,255 4.55 0.0457
2021-03-08 2020-12-31 13F/A-2 DUKE ENERGY CORP COM 26441C204 1,444,410 14,722 1.03 132,243 4.50 0.0478
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM 26441C204 1,444,410 14,722 132,243 47,759.1425
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM 26441C204 1,429,688 40,540 2.92 126,554 14.03 0.0537
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM 26441C204 1,389,148 15,171 1.10 110,982 -0.15 0.0488
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM 26441C204 1,373,977 6,021 0.44 111,153 -10.91 0.0579
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM 26441C204 1,367,956 683 0.05 124,768 -4.81 0.0455
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM 26441C204 1,367,273 -4,739 -0.35 131,070 8.26 0.0509
2019-08-13 2019-06-30 13F DUKE ENERGY CORP COM 26441C204 1,372,012 14,460 1.07 121,070 -0.90 0.0470
2019-08-12 2019-03-31 13F/A-2 DUKE ENERGY CORP COM 26441C204 1,357,552 46,047 3.51 122,173 7.94 0.0487
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM 26441C204 1,357,552 46,047 122,173
2019-02-26 2018-12-31 13F/A-1 DUKE ENERGY CORP COM 26441C204 1,311,505 52,498 4.17 113,181 12.36 0.0513
2019-02-13 2018-12-31 13F DUKE ENERGY CORP COM 26441C204 1,311,505 52,498 113,181
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM 26441C204 1,259,007 7,129 0.57 100,734 1.75 0.0383
2018-08-10 2018-06-30 13F DUKE ENERGY CORP COM 26441C204 1,251,878 13,601 1.10 99,000 3.20 0.0395
2018-05-11 2018-03-31 13F DUKE ENERGY CORP COM 26441C204 1,238,277 3,263 0.26 95,929 -7.65 0.0400
2018-02-12 2017-12-31 13F DUKE ENERGY CORP COM 26441C204 1,235,014 2,673 0.22 103,877 0.44 0.0431
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM 26441C204 1,232,341 4,623 0.38 103,421 0.77 0.0452
2017-08-11 2017-06-30 13F DUKE ENERGY CORP COM 26441C204 1,227,718 23,811 1.98 102,630 3.95 0.0474
2017-05-12 2017-03-31 13F DUKE ENERGY CORP COM 26441C204 1,203,907 44,628 3.85 98,733 9.72 0.0472
2017-02-09 2016-12-31 13F DUKE ENERGY CORP COM 26441C204 1,159,279 21,097 1.85 89,988 -1.22 0.0449
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM 26441C204 1,138,182 40,649 3.70 91,103 -3.23 0.0492
2016-08-09 2016-06-30 13F DUKE ENERGY CORP COM 26441C204 1,097,533 14,302 1.32 94,139 7.72 0.0542
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM 26441C204 1,083,231 75,517 7.49 87,391 21.46 0.0523
2016-02-10 2015-12-31 13F DUKE ENERGY CORP COM 26441C204 1,007,714 63,065 6.68 71,949 5.89 0.0448
2015-11-13 2015-09-30 13F DUKE ENERGY CORP COM 26441C204 944,649 12,741 1.37 67,949 3.24 0.0446
2015-08-14 2015-06-30 13F DUKE ENERGY CORP COM 26441C204 931,908 69,514 8.06 65,816 -0.58 0.0403
2015-05-14 2015-03-31 13F DUKE ENERGY CORP COM 26441C204 862,394 35,087 4.24 66,203 -4.23 0.0418
2015-02-06 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 827,307 92,225 12.55 69,126 25.78 0.0454
2014-11-13 2014-09-30 13F DUKE ENERGY CORP COM 26441C204 735,082 -27,968 -3.67 54,957 -2.91 0.0389
2014-08-08 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 763,050 15,372 2.06 56,604 6.31 0.0393
2014-05-14 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 747,678 9,896 1.34 53,242 4.57 0.0398
2014-02-12 2013-12-31 13F DUKE ENERGY CORP COM 26441C204 737,782 29,063 4.10 50,915 7.58 0.0397
2013-11-13 2013-09-30 13F DUKE ENERGY CORP COM 26441C204 708,719 12,239 1.76 47,326 0.67 0.0410
2013-08-15 2013-06-30 13F DUKE ENERGY CORP COM 26441C204 696,480 696,480 47,013 0.0443
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.