Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership440,326 shares
Latest Disclosed Value $ 57,655,775
Cerity Partners LLC reports 21.65% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 440,326 shares of Duke Energy Corporation (US:DUK) valued at $57,656,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 361,974 shares of Duke Energy Corporation. This represents a change in shares of 21.65% during the quarter. The current value of the position is $53,297,059 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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 440,326 78,352 21.65 57,656 35.89 0.0405
2026-02-11 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 361,974 6,103 1.71 42,430 -3.67 0.0618
2025-10-22 2025-09-30 13F DUKE ENERGY CORP COM 26441C204 355,871 15,457 4.54 44,044 9.64 0.0714
2025-08-13 2025-06-30 13F DUKE ENERGY CORP Stock 26441C204 340,414 10,821 3.28 40,171 -0.07 0.0716
2025-04-30 2025-03-31 13F DUKE ENERGY CORP Stock 26441C204 329,593 30,023 10.02 40,200 23.57 0.0814
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM 26441C204 299,570 21,549 7.75 32,532 1.49 0.0706
2024-11-12 2024-09-30 13F DUKE ENERGY CORP Stock 26441C204 278,021 20,394 7.92 32,056 24.14 0.0710
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 257,627 -12,112 -4.49 25,822 -1.01 0.0680
2024-05-14 2024-03-31 13F DUKE ENERGY CORP Stock 26441C204 269,739 38,049 16.42 26,086 16.03 0.0689
2024-01-26 2023-12-31 13F DUKE ENERGY CORP Stock 26441C204 231,690 21,773 10.37 22,484 21.35 0.0739
2023-11-14 2023-09-30 13F DUKE ENERGY CORP Equities 26441C204 209,917 -13,348 -5.98 18,527 -7.53 0.0901
2023-08-14 2023-06-30 13F DUKE ENERGY CORP Stock 26441C204 223,265 22,356 11.13 20,036 3.21 0.0780
2023-05-11 2023-03-31 13F DUKE ENERGY CORP COM 26441C204 200,909 642 0.32 19,411 -5.89 0.0458
2023-02-15 2022-12-31 13F DUKE ENERGY CORP Stock 26441C204 200,267 164,661 462.45 20,626 522.74 0.1321
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM 26441C204 35,606 1,871 5.55 3,312 -8.43 0.0398
2022-08-10 2022-06-30 13F DUKE ENERGY CORP COM 26441C204 33,735 19,036 129.51 3,617 153.29 0.0400
2022-04-25 2022-03-31 13F DUKE ENERGY CORP COM 26441C204 14,699 2,530 20.79 1,428 11.91 0.0222
2022-02-14 2021-12-31 13F DUKE ENERGY CORP Stock 26441C204 12,169 4,083 50.49 1,276 61.72 0.0194
2021-10-25 2021-09-30 13F Duke Energy Stock 26441C204 8,086 -1,935 -19.31 789 -20.22 0.0174
2021-08-11 2021-06-30 13F DUKE ENERGY CORP Stock 26441C204 10,021 -320 -3.09 989 -0.90 0.0216
2021-08-11 2021-03-31 13F/A-1 DUKE ENERGY CORP Stock 26441C204 10,341 -756 -6.81 998 -1.77 0.0237
2021-05-12 2021-03-31 13F DUKE ENERGY CORP Stock 26441C204 10,460 -637 1,010 0.0299
2021-02-11 2020-12-31 13F DUKE ENERGY CORP Stock 26441C204 11,097 122 1.11 1,016 4.53 0.0326
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM 26441C204 10,975 8,071 277.93 972 318.97 0.0400
2020-08-17 2020-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,904 -67,271 -95.86 232 -95.91 0.0128
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,904 -67,271 232 12,795.3548
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 70,175 -2,087 -2.89 5,676 -13.88 0.3574
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 72,262 -1,348 -1.83 6,591 -6.59 0.3360
2019-10-30 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 73,610 -8,628 -10.49 7,056 -2.76 0.4142
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 82,238 71,166 642.76 7,256 628.51 0.4575
2019-05-14 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,072 4,207 61.28 996 68.24 0.0671
2019-02-06 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,865 1,844 36.73 592 47.26 0.0397
2018-11-15 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,021 173 3.57 402 4.96 0.0278
2018-08-15 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,848 -4,284 -46.91 383 -45.83 0.0283
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,132 -656 -6.70 707 -14.09 0.0541
2018-02-14 2017-12-31 13F Duke Energy COM NEW 26441C204 9,788 203 2.12 823 2.36 0.0552
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,585 350 3.79 804 4.15 0.0569
2017-08-10 2017-06-30 13F Duke Energy COM NEW 26441C204 9,235 603 6.99 772 9.04 0.0647
2017-05-02 2017-03-31 13F Duke Energy COM 26441C204 8,632 8,632 708 0.0591
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.