Vanguard Group Inc ownership in DUK / Duke Energy Corporation

Duke Energy Corporation

US ˙ NYSE ˙ US26441C2044

Security	DUK / Duke Energy Corporation
Institution	Vanguard Group Inc
Latest Disclosed Ownership	77,841,964 shares
Ownership	10.00%

2025-12-03 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 77,841,964 shares of Duke Energy Corporation (US:DUK). This represents 10.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 70,350,859 shares, indicating an increase of 10.65 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2025-12-03	2025-12-03	13G/A	70,350,859	77,841,964	10.65	10.00	9.65
2024-02-13	2024-02-13	13G/A	70,510,251	70,350,859	-0.23	9.12	-0.44
2023-02-09	2023-02-09	13G/A	66,738,560	70,510,251	5.65	9.16	5.53
2022-02-09	2022-02-09	13G/A	61,598,521	66,738,560	8.34	8.68	3.70
2021-02-10	2021-02-10	13G/A	61,943,594	61,598,521	-0.56	8.37	-1.41
2020-02-12	2020-02-12	13G/A	56,503,147	61,943,594	9.63	8.49	7.20
2019-02-11	2019-02-11	13G/A	51,528,433	56,503,147	9.65	7.92	7.61
2018-02-09	2018-02-09	13G/A	46,552,427	51,528,433	10.69	7.36	9.04
2017-02-09	2017-02-09	13G/A	41,127,693	46,552,427	13.19	6.75	13.07
2016-02-11	2016-02-11	13G/A		41,127,693		5.97
2015-02-10	2015-02-10	13G/A		39,345,738		5.56
2014-03-14	2014-03-14	13G		35,573,649		5.03
2014-02-12	2014-02-12	13G/A		35,573,649		5.03

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	78,258,757	1,957,592	2.57	9,172,709	-2.85	0.1330
2025-11-07	2025-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	76,301,165	584,382	0.77	9,442,269	5.68	0.1413
2025-08-11	2025-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	75,716,783	1,154,783	1.55	8,934,580	-1.76	0.1446
2025-05-09	2025-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	74,562,000	1,676,061	2.30	9,094,327	15.81	0.1644
2025-02-11	2024-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	72,885,939	779,054	1.08	7,852,731	-5.55	0.1368
2024-11-13	2024-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	72,106,885	879,759	1.24	8,313,924	16.46	0.1489
2024-08-13	2024-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	71,227,126	551,424	0.78	7,139,095	4.45	0.1371
2024-05-10	2024-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,675,702	324,289	0.46	6,835,047	0.12	0.1354
2024-03-11	2023-12-31	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	70,351,413	53,166	0.08	6,826,901	10.03	0.1491
2024-02-14	2023-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,351,343	53,096		6,826,894		0.1494
2023-12-18	2023-09-30	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	70,298,247	54,245	0.08	6,204,523	-1.57	0.1524
2023-11-14	2023-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,298,247	54,245		6,204,523		0.0275
2023-08-14	2023-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,244,002	32,348	0.05	6,303,697	-6.93	0.1495
2023-07-14	2023-03-31	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	70,211,654	-298,597	-0.42	6,773,318	-6.73	0.1725
2023-05-15	2023-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,211,170	-299,081		6,773,272		0.1725
2023-02-10	2022-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,510,251	-39,651	-0.06	7,261,851	10.66	0.1977
2022-11-14	2022-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	70,549,902	1,035,303	1.49	6,562,551	-11.94	0.1930
2022-08-12	2022-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	69,514,599	993,066	1.45	7,452,661	-2.59	0.2095
2022-05-13	2022-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	68,521,533	1,782,973	2.67	7,651,115	9.29	0.1810
2022-02-14	2021-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	66,738,560	508,085	0.77	7,000,875	8.32	0.1589
2021-11-12	2021-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	66,230,475	845,220	1.29	6,463,430	0.13	0.1605
2021-08-13	2021-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	65,385,255	828,757	1.28	6,454,833	3.58	0.1606
2021-05-14	2021-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	64,556,498	2,957,977	4.80	6,231,639	10.49	0.1686
2021-02-12	2020-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	61,598,521	-855,969	-1.37	5,639,961	1.97	0.1636
2020-11-16	2020-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	62,454,490	-877,040	-1.38	5,530,969	9.32	0.1830
2020-08-14	2020-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	63,331,530	-442,288	-0.69	5,059,558	-1.91	0.1795
2020-05-15	2020-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	63,773,818	1,830,224	2.95	5,158,027	-8.71	0.2198
2020-02-14	2019-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	61,943,594	696,488	1.14	5,649,875	-3.77	0.1927
2019-11-14	2019-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	61,247,106	1,332,928	2.22	5,871,147	11.05	0.2177
2019-08-14	2019-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	59,914,178	1,102,963	1.88	5,286,827	-0.12	0.1989
2019-05-15	2019-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	58,811,215	2,308,068	4.08	5,293,010	8.55	0.2076
2019-02-14	2018-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	56,503,147	2,068,265	3.80	4,876,221	11.95	0.2191
2018-12-13	2018-09-30	13F/A-2	DUKE ENERGY CORP	COM NEW	26441C204	54,434,882	1,539,841	2.91	4,355,880	4.13	0.1702
2018-11-23	2018-09-30	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	54,434,882	0		4,355,880		0.1702
2018-11-14	2018-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	54,434,882	1,539,841		4,355,880
2018-08-14	2018-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	52,895,041	774,340	1.49	4,182,940	3.59	0.1750
2018-05-15	2018-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	52,120,701	592,268	1.15	4,037,791	-6.84	0.1766
2018-02-14	2017-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	51,528,433	636,068	1.25	4,334,056	1.48	0.1895
2017-11-14	2017-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	50,892,365	849,124	1.70	4,270,887	2.10	0.1996
2017-08-24	2017-06-30	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	50,043,241	1,572,216	3.24	4,183,115	5.23	0.2060
2017-08-11	2017-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	50,043,241	1,572,216		4,183,115
2017-05-12	2017-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	48,471,025	1,918,598	4.12	3,975,109	10.01	0.2044
2017-02-14	2016-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	46,552,427	1,144,513	2.52	3,613,399	-0.58	0.2016
2016-11-14	2016-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	45,407,914	685,078	1.53	3,634,449	-5.27	0.2135
2016-08-10	2016-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	44,722,836	1,482,476	3.43	3,836,772	9.98	0.2383
2016-05-13	2016-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	43,240,360	2,112,667	5.14	3,488,632	18.82	0.2260
2016-02-08	2015-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	41,127,693	818,783	2.03	2,936,105	1.25	0.1974
2015-11-12	2015-09-30	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	40,308,910	-75,586	-0.19	2,899,822	1.68	0.1231
2015-11-12	2015-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	51,262,550			3,279,177
2015-08-13	2015-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	40,384,496	-187,365	-0.46	2,851,954	-8.45	0.1928
2015-05-15	2015-03-31	13F/A-1	DUKE ENERGY CORP	COM NEW	26441C204	40,571,861	1,226,123	3.12	3,115,107	-5.23	0.2113
2015-05-14	2015-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	40,571,861			3,115,107
2015-02-12	2014-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	39,345,738	1,543,681	4.08	3,286,943	16.29	0.2367
2014-11-12	2014-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	37,802,057	597,995	1.61	2,826,460	2.40	0.2203
2014-08-11	2014-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	37,204,062	857,810	2.36	2,760,169	6.63	0.2175
2014-05-13	2014-03-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	36,346,252	772,603	2.17	2,588,580	5.44	0.2177
2014-02-12	2013-12-31	13F	DUKE ENERGY CORP	COM NEW	26441C204	35,573,649	487,923	1.39	2,454,938	4.78	0.2159
2013-11-07	2013-09-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	35,085,726	628,629	1.82	2,343,026	0.74	0.2288
2013-08-13	2013-06-30	13F	DUKE ENERGY CORP	COM NEW	26441C204	34,457,097	34,457,097		2,325,854		0.2443

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.