Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionSteigerwald, Gordon & Koch Inc.
Latest Disclosed Ownership4,240 shares
Latest Disclosed Value $ 555,179
Steigerwald, Gordon & Koch Inc. reports 2.30% decrease in ownership of DUK / Duke Energy Corporation

On April 28, 2026 - Steigerwald, Gordon & Koch Inc. filed a 13F-HR form disclosing ownership of 4,240 shares of Duke Energy Corporation (MX:DUK) valued at $555,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,340 shares of Duke Energy Corporation. This represents a change in shares of -2.30% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F Duke Energy COMMON 26441C204 4,240 -100 -2.30 555 9.25 0.0570
2026-01-23 2025-12-31 13F Duke Energy COM 26441C204 4,340 0 0.00 509 -5.40 0.0488
2025-10-23 2025-09-30 13F Duke Energy COMMON 26441C204 4,340 63 1.47 537 6.55 0.0515
2025-07-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,277 -11 -0.26 505 -3.63 0.0532
2025-04-10 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,288 82 1.95 523 15.45 0.0584
2025-01-16 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,206 -106 -2.46 453 -8.85 0.0512
2024-10-09 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,312 0 0.00 497 15.05 0.0542
2024-08-07 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,312 -168 -3.75 432 -0.23 0.0523
2024-04-16 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,480 -66 -1.45 433 -1.81 0.0539
2024-01-16 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,546 -281 -5.82 441 3.52 0.0597
2023-10-11 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,827 -33 -0.68 426 -2.29 0.0650
2023-07-17 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,860 -30 -0.61 436 -7.43 0.0640
2023-04-19 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,890 -362 -6.89 472 -12.78 0.0705
2023-01-17 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,252 153 3.00 541 13.92 0.0860
2022-10-12 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,099 0 0.00 474 -13.35 0.0868
2022-07-14 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,099 304 6.34 547 2.24 0.0953
2022-04-25 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,795 -95 -1.94 535 4.29 0.0817
2022-01-26 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,890 -20 -0.41 513 7.10 0.0771
2021-10-18 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,910 30 0.61 479 -0.62 0.0783
2021-07-27 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,880 -75 -1.51 482 0.84 0.0798
2021-04-27 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,955 -192 -3.73 478 1.49 0.0888
2021-01-22 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,147 0 0.00 471 3.29 0.0956
2020-10-14 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,147 0 0.00 456 10.95 0.1079
2020-07-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,147 0 0.00 411 -1.20 0.1089
2020-04-20 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,147 -730 -12.42 416 -22.39 0.1411
2020-01-27 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,877 1,479 33.63 536 27.01 0.1259
2019-10-30 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,398 0 0.00 422 8.76 0.1076
2019-07-15 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,398 -350 -7.37 388 -9.13 0.1004
2019-04-18 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,748 -100 -2.06 427 2.15 0.1128
2019-01-18 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,848 -190 -3.77 418 3.72 0.1245
2018-10-11 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,038 90 1.82 403 3.07 0.1012
2018-09-13 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,948 169 3.54 391 5.68 0.1037
2018-09-13 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,779 -116 -2.37 370 -10.19 0.1036
2018-09-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,895 4,895 412 0.1135
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.