Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionWedbush Securities Inc
Latest Disclosed Ownership19,309 shares
Latest Disclosed Value $ 2,528
Wedbush Securities Inc reports 4.94% decrease in ownership of DUK / Duke Energy Corporation

On April 21, 2026 - Wedbush Securities Inc filed a 13F-HR form disclosing ownership of 19,309 shares of Duke Energy Corporation (MX:DUK) valued at $2,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 20,312 shares of Duke Energy Corporation. This represents a change in shares of -4.94% 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)
2026-04-21 2026-03-31 13F DUKE ENERGY COM 26441C204 19,309 -1,003 -4.94 3 0.00 0.0737
2026-02-12 2025-12-31 13F DUKE ENERGY COM 26441C204 20,312 163 0.81 2 0.00 0.0695
2025-11-06 2025-09-30 13F DUKE ENERGY COM 26441C204 20,149 1,146 6.03 2 0.00 0.0814
2025-08-06 2025-06-30 13F DUKE ENERGY COM 26441C204 19,003 1,772 10.28 2 0.00 0.0784
2025-05-06 2025-03-31 13F DUKE ENERGY COM 26441C204 17,231 291 1.72 2 100.00 0.0771
2025-02-13 2024-12-31 13F DUKE ENERGY COM 26441C204 16,940 1,244 7.93 2 0.00 0.0651
2024-11-08 2024-09-30 13F DUKE ENERGY COM 26441C204 15,696 -4,220 -21.19 2 0.00 0.0671
2024-08-07 2024-06-30 13F DUKE ENERGY COM 26441C204 19,916 54 0.27 2 0.00 0.0714
2024-05-15 2024-03-31 13F DUKE ENERGY COM 26441C204 19,862 1,853 10.29 2 0.00 0.0717
2024-02-12 2023-12-31 13F DUKE ENERGY CORP COM 26441C204 18,009 -25 -0.14 2 0.00 0.0774
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM 26441C204 18,034 -200 -1.10 2 0.00 0.0792
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM 26441C204 18,234 190 1.05 2 0.00 0.0780
2023-05-09 2023-03-31 13F DUKE ENERGY CORP COM 26441C204 18,044 179 1.00 2 0.00 0.0871
2023-01-31 2022-12-31 13F DUKE ENERGY CORP COM 26441C204 17,865 475 2.73 2 -99.94 0.1011
2022-10-18 2022-09-30 13F DUKE ENERGY CORP COM 26441C204 17,390 -1,099 -5.94 1,618 -18.37 0.0909
2022-07-21 2022-06-30 13F DUKE ENERGY CORP COM 26441C204 18,489 814 4.61 1,982 0.41 0.1079
2022-04-19 2022-03-31 13F DUKE ENERGY CORP COM 26441C204 17,675 436 2.53 1,974 9.18 0.0903
2022-01-13 2021-12-31 13F DUKE ENERGY CORP COM 26441C204 17,239 -2,648 -13.32 1,808 -6.85 0.0779
2021-10-08 2021-09-30 13F DUKE ENERGY CORP COM 26441C204 19,887 108 0.55 1,941 -0.61 0.0921
2021-07-27 2021-06-30 13F DUKE ENERGY CORP COM 26441C204 19,779 -40 -0.20 1,953 2.09 0.0923
2021-04-26 2021-03-31 13F DUKE ENERGY CORP COM 26441C204 19,819 3,626 22.39 1,913 29.00 0.1059
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM 26441C204 16,193 866 5.65 1,483 9.29 0.1300
2020-10-20 2020-09-30 13F DUKE ENERGY CORP COM 26441C204 15,327 -120 -0.78 1,357 9.97 0.1301
2020-07-16 2020-06-30 13F DUKE ENERGY CORP COM 26441C204 15,447 -764 -4.71 1,234 -5.87 0.1167
2020-04-17 2020-03-31 13F DUKE ENERGY CORP COM 26441C204 16,211 223 1.39 1,311 -10.08 0.1560
2020-01-16 2019-12-31 13F DUKE ENERGY CORP COM 26441C204 15,988 -1,456 -8.35 1,458 -12.80 0.1296
2019-10-17 2019-09-30 13F DUKE ENERGY CORP COM 26441C204 17,444 959 5.82 1,672 14.91 0.1636
2019-08-01 2019-06-30 13F DUKE ENERGY CORP COM 26441C204 16,485 -93 -0.56 1,455 -2.48 0.1463
2019-04-17 2019-03-31 13F DUKE ENERGY CORP COM 26441C204 16,578 1,292 8.45 1,492 13.12 0.1603
2019-01-31 2018-12-31 13F DUKE ENERGY CORP COM 26441C204 15,286 568 3.86 1,319 11.97 0.1686
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM 26441C204 14,718 2,799 23.48 1,178 24.92 0.1336
2018-08-03 2018-06-30 13F DUKE ENERGY CORP COM 26441C204 11,919 -349 -2.84 943 -0.74 0.1169
2018-05-01 2018-03-31 13F DUKE ENERGY CORP COM 26441C204 12,268 2,914 31.15 950 20.71 0.1241
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COM 26441C204 9,354 -364 -3.75 787 -3.44 0.0961
2017-10-31 2017-09-30 13F DUKE ENERGY CORP COM 26441C204 9,718 1,870 23.83 815 24.24 0.1059
2017-08-02 2017-06-30 13F DUKE ENERGY CORP COM 26441C204 7,848 -548 -6.53 656 -4.79 0.0851
2017-05-05 2017-03-31 13F DUKE ENERGY CORP COM 26441C204 8,396 460 5.80 689 11.85 0.0933
2017-01-25 2016-12-31 13F DUKE ENERGY CORP COM 26441C204 7,936 -2,002 -20.14 616 -22.52 0.0907
2016-11-04 2016-09-30 13F DUKE ENERGY CORP COM 26441C204 9,938 97 0.99 795 -5.81 0.1184
2016-08-02 2016-06-30 13F DUKE ENERGY CORP COM 26441C204 9,841 -1,095 -10.01 844 -4.31 0.1381
2016-05-02 2016-03-31 13F DUKE ENERGY CORP COM 26441C204 10,936 -5,962 -35.28 882 -26.87 0.1533
2016-02-03 2015-12-31 13F DUKE ENERGY CORP COM 26441C204 16,898 974 6.12 1,206 5.24 0.2179
2015-10-28 2015-09-30 13F DUKE ENERGY CORP COM 26441C204 15,924 4,745 42.45 1,146 45.25 0.2301
2015-08-10 2015-06-30 13F DUKE ENERGY CORP COM 26441C204 11,179 1,772 18.84 789 9.28 0.1456
2015-05-12 2015-03-31 13F DUKE ENERGY CORP COM 26441C204 9,407 9,407 0.00 722 0.1227
2015-01-27 2014-12-31 13F DUKE ENERGY CORP COM 26441C204 0 -11,630 -100.00 0 -100.00
2014-11-07 2014-09-30 13F DUKE ENERGY CORP COM 26441C204 11,630 1,427 13.99 870 14.93 0.1355
2014-08-04 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 10,203 -24,166 -70.31 757 -69.08 0.1207
2014-05-09 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 34,369 2,903 9.23 2,448 12.76 0.4290
2014-02-03 2013-12-31 13F DUKE ENERGY CORP COM 26441C204 31,466 -754 -2.34 2,171 0.88 0.5127
2013-10-28 2013-09-30 13F DUKE ENERGY CORP COM 26441C204 32,220 15 0.05 2,152 -1.01 0.5684
2013-08-12 2013-06-30 13F DUKE ENERGY CORP COM 26441C204 32,205 32,205 2,174 0.5965
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.