Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership7,267 shares
Latest Disclosed Value $ 951,590
Gradient Investments LLC reports 2.21% increase in ownership of DUK / Duke Energy Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 7,267 shares of Duke Energy Corporation (MX:DUK) valued at $951,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 7,110 shares of Duke Energy Corporation. This represents a change in shares of 2.21% 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)
2026-04-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,267 157 2.21 952 14.17 0.0147
2026-01-08 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,110 -345 -4.63 833 -9.65 0.0132
2025-10-06 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,455 2,744 58.25 923 66.13 0.0154
2025-07-08 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,711 1,257 36.39 556 31.83 0.0102
2025-04-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,454 1,003 40.92 421 59.47 0.0085
2025-01-21 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,451 3 0.12 264 -6.38 0.0053
2024-10-15 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,448 22 0.91 282 16.05 0.0059
2024-07-18 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,426 628 34.93 243 40.46 0.0055
2024-04-23 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,798 -6,287 -77.76 174 -77.93 0.0040
2024-01-18 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,085 -122 -1.49 785 8.29 0.0190
2023-10-27 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,207 -171 -2.04 724 -3.60 0.0191
2023-07-11 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,378 181 2.21 752 -4.94 0.0194
2023-04-17 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,197 63 0.77 791 -5.62 0.0216
2023-01-10 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,134 -954 -10.50 838 -0.95 0.0264
2022-10-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,088 1,428 18.64 845 2.92 0.0258
2022-07-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,660 12 0.16 821 -3.86 0.0240
2022-05-26 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,648 764 11.10 854 18.28 0.0219
2022-01-12 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,884 478 7.46 722 15.52 0.0183
2021-10-18 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,406 -731 -10.24 625 -11.35 0.0175
2021-07-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,137 237 3.43 705 5.86 0.0206
2021-04-21 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,900 -113,965 -94.29 666 -93.78 0.0217
2021-01-08 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 120,865 -1,696 -1.38 10,704 -1.38 0.4543
2020-10-06 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 122,561 117,055 2,125.95 10,854 2,366.82 0.4559
2020-07-10 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,506 -633 -10.31 440 -11.47 0.0201
2020-04-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,139 -20,197 -76.69 497 -79.31 0.0268
2020-01-15 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,336 2,610 11.00 2,402 5.63 0.1070
2019-10-10 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,726 4,249 21.82 2,274 32.29 0.1114
2019-07-16 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,477 12,491 178.80 1,719 173.29 0.0882
2019-04-11 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,986 1,679 31.64 629 37.34 0.0407
2019-01-18 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,307 395 8.04 458 16.54 0.0275
2018-10-11 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,912 803 19.54 393 20.92 0.0202
2018-08-09 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,109 129 3.24 325 5.52 0.0174
2018-04-10 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,980 -68 -1.68 308 -9.41 0.0167
2018-02-07 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,048 -189 -4.46 340 -4.49 0.0196
2017-10-16 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,237 373 9.65 356 10.22 0.0227
2017-07-19 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,864 -2,237 -36.67 323 -35.40 0.0227
2017-04-11 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,101 133 2.23 500 7.99 0.0382
2017-01-17 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,968 2,518 72.99 463 67.75 0.0406
2016-10-11 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,450 705 25.68 276 17.45 0.0271
2016-07-14 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,745 -63 -2.24 235 3.52 0.0254
2016-04-13 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,808 -645 -18.68 227 -7.72 0.0280
2016-01-19 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,453 -1,094 -24.06 246 -24.77 0.0328
2015-10-14 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,547 -6 -0.13 327 1.55 0.0464
2015-08-25 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,553 1,850 68.44 322 54.81 0.0441
2015-04-10 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,703 -1,108 -29.07 208 -34.59 0.0311
2015-01-15 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,811 1,035 37.28 318 52.88 0.0524
2014-10-14 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,776 0 0.00 208 0.97 0.0376
2014-07-11 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,776 998 56.13 206 62.20 0.0992
2014-04-11 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,778 -196 -9.93 127 -6.62 0.0294
2014-01-13 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,974 631 46.98 136 51.11 0.0362
2013-10-15 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,343 -764 -36.26 90 -36.62 0.0284
2013-07-19 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,107 2,107 142 0.0533
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.