Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership60,826 shares
Latest Disclosed Value $ 7,964,596
Merit Financial Group, LLC reports 12.94% increase in ownership of DUK / Duke Energy Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 60,826 shares of Duke Energy Corporation (MX:DUK) valued at $7,964,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 53,859 shares of Duke Energy Corporation. This represents a change in shares of 12.94% 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)
2026-04-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 60,826 6,967 12.94 7,965 26.17 0.0592
2026-01-26 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 53,859 2,197 4.25 6,313 -1.27 0.0506
2025-11-07 2025-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 51,662 861 1.69 6,393 6.66 0.0587
2025-10-20 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 51,661 860 6,393 0.0587
2025-07-22 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 50,801 8,108 18.99 5,995 15.11 0.0668
2025-04-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,693 9,730 29.52 5,207 46.63 0.0780
2025-01-15 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,963 3,311 11.17 3,551 3.89 0.0638
2024-10-17 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,652 -5,757 -16.26 3,419 -3.69 0.0764
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,409 -1,895 -5.08 3,549 -5.11 0.0782
2024-05-06 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,304 1,319 3.67 3,740 7.13 0.0891
2024-02-06 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,985 6,023 20.10 3,492 32.03 0.1062
2023-11-07 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,962 302 1.02 2,644 -0.64 0.0865
2023-08-01 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,660 2,165 7.87 2,662 0.34 0.0861
2023-04-24 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,495 13 0.05 2,652 -6.29 0.0965
2023-01-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,482 3,608 15.11 2,830 27.42 0.1024
2022-10-31 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,874 -2,408 -9.16 2,221 -21.19 0.0964
2022-08-08 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,282 3,226 13.99 2,818 9.48 0.0872
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,056 1,932 9.15 2,574 16.16 0.1552
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,124 -22 -0.10 2,216 7.36 0.2174
2021-10-27 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,146 141 0.67 2,064 -0.48 0.2160
2021-08-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,005 274 1.32 2,074 3.65 0.1950
2021-05-18 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,731 833 4.19 2,001 9.82 0.2093
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,898 -351 -1.73 1,822 1.62 0.1761
2020-11-10 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,249 -80 -0.39 1,793 10.41 0.1638
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,329 638 3.24 1,624 1.95 0.1616
2020-05-05 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,691 -316 -1.58 1,593 -12.71 0.1780
2020-01-16 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,007 2,329 13.17 1,825 7.67 0.1615
2019-11-25 2019-09-30 13F DUKE ENERGY CORP Common Stock 26441C204 17,678 489 2.84 1,695 11.81 0.1853
2019-08-13 2019-06-30 13F DUKE ENERGY Common Stock 26441C204 17,189 594 3.58 1,516 1.54 0.1778
2019-05-16 2019-03-31 13F DUKE ENERGY Common Stock 26441C204 16,595 412 2.55 1,493 6.95 0.1821
2019-02-15 2018-12-31 13F DUKE ENERGY Common Stock 26441C204 16,183 -859 -5.04 1,396 2.42 0.2100
2018-10-25 2018-09-30 13F DUKE ENERGY Common Stock 26441C204 17,042 5,839 52.12 1,363 54.01 0.2182
2018-08-07 2018-06-30 13F DUKE ENERGY Common Stock 26441C204 11,203 310 2.85 885 4.98 0.1586
2018-05-14 2018-03-31 13F DUKE ENERGY Common Stock 26441C204 10,893 -121 -1.10 843 -8.96 0.1656
2018-02-13 2017-12-31 13F DUKE ENERGY Common Stock 26441C204 11,014 11,014 926 0.1971
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.