Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership54,446 shares
Latest Disclosed Value $ 7,129,162
Dynamic Advisor Solutions LLC reports 77.49% increase in ownership of DUK / Duke Energy Corporation

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 54,446 shares of Duke Energy Corporation (MX:DUK) valued at $7,129,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 30,676 shares of Duke Energy Corporation. This represents a change in shares of 77.49% 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)
2026-04-08 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 54,446 23,770 77.49 7,129 98.30 0.2247
2026-01-09 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,676 -1,780 -5.48 3,596 -10.48 0.1154
2025-10-09 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,456 773 2.44 4,016 7.44 0.1166
2025-07-09 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,683 6,095 23.82 3,739 19.81 0.1155
2025-04-17 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,588 866 3.50 3,121 17.16 0.1028
2025-01-21 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,722 -1,722 -6.51 2,664 -12.63 0.1152
2024-10-07 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,444 -966 -3.52 3,049 10.96 0.0915
2024-07-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,410 -482 -1.73 2,747 1.85 0.0865
2024-04-12 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,892 2,068 8.01 2,697 6.01 0.0911
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,824 1,122 4.54 2,545 16.70 0.0948
2023-10-11 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,702 1,356 5.81 2,180 4.06 0.1030
2023-08-03 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,346 1,625 7.48 2,095 0.00 0.1087
2023-04-11 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,721 4,339 24.96 2,095 17.04 0.1226
2023-01-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,382 1,875 12.09 1,790 24.13 0.1222
2022-10-20 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,507 -13 -0.08 1,442 -13.34 0.1099
2022-07-27 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,520 464 3.08 1,664 -1.01 0.1278
2022-04-11 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,056 -11 -0.07 1,681 6.33 0.1170
2022-01-26 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,067 491 3.37 1,581 11.18 0.1129
2021-10-28 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,576 350 2.46 1,422 1.28 0.1070
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,226 354 2.55 1,404 4.85 0.1112
2021-04-27 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,872 1,662 13.61 1,339 19.77 0.1243
2021-02-03 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,210 991 8.83 1,118 12.47 0.1046
2020-10-27 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,219 456 4.24 994 15.58 0.1128
2020-08-05 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,763 329 3.15 860 1.90 0.1162
2020-05-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,434 732 7.54 844 -4.63 0.1540
2020-02-04 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,702 5,594 136.17 885 124.62 0.1207
2019-11-13 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,108 236 6.10 394 15.20 0.0612
2019-08-13 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,872 3,872 342 0.0549
2019-04-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -21,897 -100.00 0 -100.00
2019-01-29 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,897 20 0.09 1,880 7.37 0.3994
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,877 -459 -2.05 1,751 -0.91 0.3632
2018-08-07 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,336 22,336 1,767 0.4007
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.