Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership10,095 shares
Latest Disclosed Value $ 1,183,248
Formidable Asset Management, LLC reports 0.03% decrease in ownership of DUK / Duke Energy Corporation

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 10,095 shares of Duke Energy Corporation (MX:DUK) valued at $1,183,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,098 shares of Duke Energy Corporation. This represents a change in shares of -0.03% 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)
2026-04-22 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,095 -3 -0.03 1,183 -5.28 0.1827
2026-01-16 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,098 -1,016 -9.14 1,250 -4.73 0.1818
2025-10-29 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,114 -536 -4.60 1,311 -7.68 0.2065
2025-07-16 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,650 0 0.00 1,421 0.00 0.2377
2025-05-05 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,650 -2,403 -17.10 1,421 -6.21 0.2375
2025-02-19 2024-12-31 13F DUKE ENERGY CORP COM 26441C204 14,053 -376 -2.61 1,514 -8.96 0.2487
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,429 361 2.57 1,664 17.94 0.2657
2024-08-08 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,068 1,823 14.89 1,410 19.09 0.2280
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,245 5,720 87.66 1,184 87.05 0.1931
2024-02-07 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,525 9 0.14 633 10.09 0.1315
2023-11-09 2023-09-30 13F DUKE ENERGY COM 26441C204 6,516 8 0.12 575 0.1274
2023-08-15 2023-06-30 13F DUKE ENERGY CORP COM COM 26441C204 6,508 9 0.14 1 0.1274
2023-05-09 2023-03-31 13F DUKE ENERGY CORP COM COM 26441C204 6,499 463 7.67 1 0.1314
2023-02-07 2022-12-31 13F DUKE ENERGY CORP COM COM 26441C204 6,036 7 0.12 1 -100.00 0.1405
2022-11-14 2022-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 6,029 7 0.12 546 -13.74 0.1266
2022-08-18 2022-06-30 13F/A-1 DUKE ENERGY CORPORATION NEW COM COM 26441C204 6,022 -42 -0.69 633 -6.50 0.1425
2022-08-16 2022-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 6,022 -42 633 0.1470
2022-05-04 2022-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 6,064 7 0.12 677 7.29 0.1298
2022-02-07 2021-12-31 13F DUKE ENERGY CORP COM COM 26441C204 6,057 7 0.12 631 6.95 0.1211
2021-11-10 2021-09-30 13F DUKE ENERGY CORP COM COM 26441C204 6,050 7 0.12 590 -3.91 0.1108
2021-08-16 2021-06-30 13F/A-2 DUKE ENERGY CORP COM Common Stock 26441C204 6,043 -69 -1.13 614 4.24 0.1318
2021-08-06 2021-06-30 13F DUKE ENERGY CORP COM COM 26441C204 10 -6,102 302 0.0712
2021-05-12 2021-03-31 13F DUKE ENERGY CORP COM COM 26441C204 6,112 -542 -8.15 589 -2.32 0.1280
2021-01-29 2020-12-31 13F DUKE ENERGY CORP COM COM 26441C204 6,654 472 7.64 603 8.06 0.1397
2020-12-14 2020-09-30 13F/A-1 DUKE ENERGY CORPORATION NEW COM Equity 26441C204 6,182 -42 -0.67 558 11.60 0.1627
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM COM 26441C204 6,182 -42 558 151,992.2424
2020-08-13 2020-06-30 13F DUKE ENERGY CORPORATION NEW COM Equity 26441C204 6,224 582 10.32 500 9.65 0.1475
2020-06-01 2020-03-31 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 5,642 -586 -9.41 456 -21.65 0.1795
2020-02-13 2019-12-31 13F DUKE ENERGY CORP COM COM 26441C204 6,228 6,228 582 0.1835
2019-11-08 2019-09-30 13F DUKE ENERGY CORP COM COM 26441C204 0 -5,507 -100.00 0 -100.00
2019-10-15 2019-06-30 13F DUKE ENERGY CORP COM COM 26441C204 5,507 5,507 479 0.1647
2018-02-13 2017-12-31 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 0 -6,491 -100.00 0 -100.00
2017-11-13 2017-09-30 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 6,491 -717 -9.95 545 -9.47 0.2300
2017-08-11 2017-06-30 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 7,208 79 1.11 602 1.86 0.2969
2017-05-12 2017-03-31 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 7,129 -194 -2.65 591 4.05 0.2577
2017-02-08 2016-12-31 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 7,323 -379 -4.92 568 -7.79 0.2870
2016-11-14 2016-09-30 13F DUKE ENERGY CORPORATION NEW COM Common 26441C204 7,702 6 0.08 616 -5.81 0.3061
2016-08-12 2016-06-30 13F DUKE ENERGY CORPORATION NEW COM COM NEW 26441C204 7,696 168 2.23 654 13.34 0.3640
2016-05-10 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,528 4,458 145.21 577 162.27 0.4055
2016-02-02 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,070 -71 -2.26 220 -2.22 0.1524
2015-11-12 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,141 7 0.22 225 1.81 0.1502
2015-08-14 2015-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,134 6 0.19 221 -7.53 0.1409
2015-05-14 2015-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,128 -522 -14.30 239 -21.64 0.1572
2015-02-27 2014-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,650 5 0.14 305 1.67 0.2083
2014-11-14 2014-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,645 -26 -0.71 300 10.29 0.1983
2014-08-21 2014-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,671 6 0.16 272 -0.73 0.1643
2014-05-15 2014-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,665 -189 -4.90 274 1.48 0.1913
2014-02-18 2013-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 3,854 -149 -3.72 270 0.37 0.1817
2013-11-26 2013-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 4,003 4,003 269 0.2324
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.