Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership1,975 shares
Latest Disclosed Value $ 258,607
Mv Capital Management, Inc. reports 1.44% increase in ownership of DUK / Duke Energy Corporation

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 1,975 shares of Duke Energy Corporation (MX:DUK) valued at $258,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 1,947 shares of Duke Energy Corporation. This represents a change in shares of 1.44% 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)
2026-04-30 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,975 28 1.44 259 13.16 0.0254
2026-02-23 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,947 6 0.31 228 -5.00 0.0219
2026-02-23 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,941 63 3.35 240 8.60 0.0231
2025-08-08 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,878 -18 -0.95 222 -4.33 0.0228
2025-04-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,896 16 0.85 231 14.36 0.0248
2025-02-12 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,880 -33 -1.73 203 -8.18 0.0216
2024-11-04 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,913 -2 -0.10 221 15.18 0.0234
2024-08-01 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,915 17 0.90 192 4.37 0.0216
2024-04-18 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,898 10 0.53 184 0.00 0.0210
2024-01-29 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,888 -190 -9.14 183 0.00 0.0232
2023-11-07 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,078 -62 -2.90 183 -4.69 0.0245
2023-08-03 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,140 -167 -7.24 192 -13.51 0.0255
2023-04-26 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,307 254 12.37 223 5.21 0.0313
2023-01-27 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,053 -243 -10.58 211 -1.40 0.0327
2022-10-24 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,296 155 7.24 214 -6.96 0.0369
2022-07-19 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,141 -25 -1.15 230 -4.96 0.0391
2022-05-09 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,166 49 2.31 242 9.01 0.0365
2022-02-02 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,117 28 1.34 222 8.82 0.0323
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,089 73 3.62 204 2.51 0.0337
2021-08-03 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,016 109 5.72 199 8.15 0.0338
2021-05-12 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,907 18 0.95 184 6.36 0.0336
2021-02-08 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,889 266 16.39 173 20.14 0.0328
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,623 -245 -13.12 144 -3.36 0.0299
2020-08-04 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,868 439 30.72 149 28.45 0.0351
2020-04-28 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,429 845 144.69 116 118.87 0.0302
2020-02-05 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 584 -38 -6.11 53 -11.67 0.0114
2019-11-21 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 622 38 6.51 60 15.38 0.0136
2019-08-07 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 584 0 0.00 52 -1.89 0.0120
2019-05-02 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 584 -2,973 -83.58 53 -82.74 0.0127
2019-02-13 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,557 296 9.08 307 17.62 0.0859
2018-11-06 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,261 -14 -0.43 261 0.77 0.0649
2018-08-14 2018-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,275 -541 -14.18 259 -12.50 0.0672
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,816 0 296
2018-05-09 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,816 977 34.41 296 23.85 0.0783
2018-03-05 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,839 -28 -0.98 239 -0.83 0.0650
2017-11-15 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,867 -412 -12.56 241 -12.04 0.0676
2017-08-01 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,279 32 0.99 274 3.01 0.0809
2017-05-15 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,247 -159 -4.67 266 0.76 0.0837
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,406 -384 -10.13 264 -12.87 0.0949
2016-11-15 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,790 -513 -11.92 303 -17.89 0.1100
2016-08-12 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,303 171 4.14 369 10.81 0.1338
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,132 677 19.59 333 34.82 0.1349
2016-02-12 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,455 1,539 80.32 247 78.99 0.0974
2015-11-13 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,916 525 37.74 138 40.82 0.0628
2015-08-14 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,391 646 86.71 98 71.93 0.0398
2015-05-13 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 745 0 0.00 57 -8.06 0.0238
2015-03-12 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 745 745 62 0.0282
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.