Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionScotia Capital Inc.
Latest Disclosed Ownership14,562 shares
Latest Disclosed Value $ 1,906,757
Scotia Capital Inc. reports 26.27% increase in ownership of DUK / Duke Energy Corporation

On May 13, 2026 - Scotia Capital Inc. filed a 13F-HR form disclosing ownership of 14,562 shares of Duke Energy Corporation (MX:DUK) valued at $1,906,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,532 shares of Duke Energy Corporation. This represents a change in shares of 26.27% during the quarter.

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)
2026-05-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,562 3,030 26.27 1,907 41.08 0.0078
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,532 454 4.10 1,352 -1.39 0.0054
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,078 3,127 39.33 1,371 46.06 0.0058
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,951 -2,920 -26.86 938 -29.21 0.0044
2025-05-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,871 10,871 1,326 0.0071
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,844 -100.00 0 -100.00
2024-11-13 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,844 1,844 213 0.0011
2024-02-12 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -5,681 -100.00 0 -100.00
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,681 -442 -7.22 502 -8.74 0.0036
2023-08-03 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,123 -1,573 -20.44 550 -26.01 0.0038
2023-05-11 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,696 -4,662 -37.72 743 -41.71 0.0054
2023-02-09 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,358 4,036 48.50 1,273 64.47 0.0098
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,322 -658 -7.33 774 -19.63 0.0063
2022-08-05 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,980 320 3.70 963 -0.41 0.0072
2022-05-09 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,660 -172 -1.95 967 4.43 0.0061
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,832 -243 -2.68 926 4.51 0.0061
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,075 380 4.37 886 3.26 0.0064
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,695 -2,338 -21.19 858 -19.44 0.0063
2021-05-06 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,033 -2,106 -16.03 1,065 -11.47 0.0086
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,139 -637 -4.62 1,203 -1.39 0.0111
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,776 -115 -0.83 1,220 8.73 0.0132
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,891 -2,516 -15.33 1,122 -15.45 0.0157
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,407 -272 -1.63 1,327 -12.87 0.0185
2020-02-13 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,679 -38 -0.23 1,523 -4.93 0.0169
2019-11-14 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,717 9,548 133.18 1,602 153.08 0.0189
2019-08-13 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,169 -889 -11.03 633 -12.69 0.0077
2019-05-15 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,058 -2,515 -23.79 725 -20.50 0.0093
2019-02-11 2018-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 10,573 417 4.11 912 12.18 0.0135
2019-02-11 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,156 813
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,156 1,585 18.49 813 23.18 0.0103
2018-08-13 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,571 0 0.00 660 -0.60 0.0092
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,571 -1,608 -15.80 664 -22.43 0.0092
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,179 -607 -5.63 856 -5.41 0.0114
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,786 460 4.45 905 4.87 0.0129
2017-08-15 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,326 -588 -5.39 863 -3.68 0.0146
2017-05-15 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,914 -1,041 -8.71 896 -3.55 0.0153
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,955 -1,376 -10.32 929 -12.93 0.0148
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,331 753 5.99 1,067 -1.30 0.0196
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,578 -15,391 -55.03 1,081 -52.08 0.0219
2016-05-12 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,969 15,473 123.82 2,256 153.77 0.0493
2016-02-11 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,496 0 0.00 889 -1.22 0.0202
2015-11-13 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,496 -203 -1.60 900 0.45 0.0204
2015-08-13 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,699 936 7.96 896 -0.78 0.0180
2015-05-15 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,763 925 8.53 903 -0.11 0.0233
2015-02-13 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,838 -3,154 -22.54 904 -13.49 0.0237
2014-11-14 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,992 -263 -1.84 1,045 -1.23 0.0223
2014-08-14 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,255 -77 -0.54 1,058 3.62 0.0229
2014-05-14 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,332 376 2.69 1,021 6.02 0.0227
2014-02-14 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,956 -865 -5.84 963 -2.73 0.0230
2013-11-14 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,821 -484 -3.16 990 -3.70 0.0265
2013-08-13 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,305 15,305 1,028 0.0397
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.