Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
Institution1st Source Bank
Latest Disclosed Ownership12,103 shares
Latest Disclosed Value $ 1,584,767
1st Source Bank reports 11.82% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 12,103 shares of Duke Energy Corporation (US:DUK) valued at $1,584,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,824 shares of Duke Energy Corporation. This represents a change in shares of 11.82% during the quarter. The current value of the position is $1,464,947 USD.

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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,103 1,279 11.82 1,585 24.92 0.0754
2026-02-05 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,824 -97 -0.89 1,269 -6.14 0.0666
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,921 -121 -1.10 1,351 3.76 0.0712
2025-08-07 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,042 -190 -1.69 1,303 -4.89 0.0719
2025-05-05 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,232 24 0.21 1,370 13.42 0.0807
2025-02-10 2024-12-31 13F DUKE ENERGY COM NEW 26441C204 11,208 165 1.49 1,208 -5.18 0.0691
2024-12-11 2024-09-30 13F DUKE ENERGY COM NEW 26441C204 11,043 -138 -1.23 1,273 13.66 0.0719
2024-08-08 2024-06-30 13F DUKE ENERGY COM NEW 26441C204 11,181 561 5.28 1,121 9.06 0.0655
2024-05-09 2024-03-31 13F DUKE ENERGY COM NEW 26441C204 10,620 -72 -0.67 1,027 -0.96 0.0597
2024-02-08 2023-12-31 13F DUKE ENERGY COM NEW 26441C204 10,692 173 1.64 1,038 11.75 0.0627
2023-11-09 2023-09-30 13F DUKE ENERGY COM NEW 26441C204 10,519 -42 -0.40 928 -2.01 0.0632
2023-08-09 2023-06-30 13F DUKE ENERGY COM NEW 26441C204 10,561 12 0.11 948 -6.88 0.0612
2023-05-09 2023-03-31 13F DUKE ENERGY COM NEW 26441C204 10,549 148 1.42 1,018 -5.04 0.0676
2023-02-13 2022-12-31 13F DUKE ENERGY COM NEW 26441C204 10,401 264 2.60 1,071 13.57 0.0703
2022-11-04 2022-09-30 13F DUKE ENERGY COM NEW 26441C204 10,137 157 1.57 943 -11.87 0.0686
2022-08-05 2022-06-30 13F DUKE ENERGY COM NEW 26441C204 9,980 -730 -6.82 1,070 -10.54 0.0756
2022-05-05 2022-03-31 13F DUKE ENERGY COM NEW 26441C204 10,710 69 0.65 1,196 7.17 0.0735
2022-02-09 2021-12-31 13F DUKE ENERGY COM NEW 26441C204 10,641 109 1.03 1,116 8.56 0.0653
2021-11-05 2021-09-30 13F DUKE ENERGY COM NEW 26441C204 10,532 -6 -0.06 1,028 -1.15 0.0648
2021-08-03 2021-06-30 13F DUKE ENERGY COM NEW 26441C204 10,538 -339 -3.12 1,040 -0.95 0.0656
2021-05-07 2021-03-31 13F DUKE ENERGY COM NEW 26441C204 10,877 -673 -5.83 1,050 -0.76 0.0695
2021-02-05 2020-12-31 13F DUKE ENERGY COM NEW 26441C204 11,550 161 1.41 1,058 4.86 0.0771
2020-10-30 2020-09-30 13F DUKE ENERGY COM NEW 26441C204 11,389 -318 -2.72 1,009 7.80 0.0859
2020-08-07 2020-06-30 13F DUKE ENERGY COM NEW 26441C204 11,707 198 1.72 936 0.54 0.0805
2020-04-29 2020-03-31 13F DUKE ENERGY COM NEW 26441C204 11,509 -3 -0.03 931 -11.33 0.0936
2020-01-27 2019-12-31 13F DUKE ENERGY COM NEW 26441C204 11,512 804 7.51 1,050 2.34 0.0787
2019-11-06 2019-09-30 13F DUKE ENERGY COM NEW 26441C204 10,708 114 1.08 1,026 9.73 0.0841
2019-07-29 2019-06-30 13F DUKE ENERGY COM NEW 26441C204 10,594 103 0.98 935 -0.95 0.0764
2019-04-29 2019-03-31 13F DUKE ENERGY COM NEW 26441C204 10,491 1,008 10.63 944 15.40 0.0805
2019-02-11 2018-12-31 13F DUKE ENERGY COM NEW 26441C204 9,483 149 1.60 818 9.50 0.0795
2018-10-31 2018-09-30 13F DUKE ENERGY COM NEW 26441C204 9,334 -9 -0.10 747 1.08 0.0592
2018-08-02 2018-06-30 13F DUKE ENERGY COM NEW 26441C204 9,343 46 0.49 739 2.64 0.0600
2018-04-24 2018-03-31 13F DUKE ENERGY COM NEW 26441C204 9,297 484 5.49 720 -2.83 0.0596
2018-02-13 2017-12-31 13F DUKE ENERGY COM NEW 26441C204 8,813 -24 -0.27 741 0.00 0.0610
2017-10-27 2017-09-30 13F DUKE ENERGY COM NEW 26441C204 8,837 -314 -3.43 741 -3.14 0.0616
2017-07-26 2017-06-30 13F DUKE ENERGY COM NEW 26441C204 9,151 -268 -2.85 765 -1.03 0.0659
2017-04-26 2017-03-31 13F DUKE ENERGY COM NEW 26441C204 9,419 224 2.44 773 8.26 0.0684
2017-02-09 2016-12-31 13F DUKE ENERGY COM NEW 26441C204 9,195 -32 -0.35 714 -3.25 0.0678
2016-10-27 2016-09-30 13F DUKE ENERGY COM NEW 26441C204 9,227 -484 -4.98 738 -11.40 0.0779
2016-07-29 2016-06-30 13F DUKE ENERGY COM NEW 26441C204 9,711 530 5.77 833 12.42 0.0941
2016-04-26 2016-03-31 13F DUKE ENERGY COM NEW 26441C204 9,181 1,797 24.34 741 40.34 0.0827
2016-01-29 2015-12-31 13F DUKE ENERGY COM NEW 26441C204 7,384 -505 -6.40 528 -7.04 0.0613
2015-10-20 2015-09-30 13F DUKE ENERGY COM NEW 26441C204 7,889 1,038 15.15 568 17.36 0.0651
2015-08-04 2015-06-30 13F DUKE ENERGY COM NEW 26441C204 6,851 -352 -4.89 484 -12.48 0.0524
2015-04-27 2015-03-31 13F DUKE ENERGY COM NEW 26441C204 7,203 105 1.48 553 -6.75 0.0663
2015-02-10 2014-12-31 13F DUKE ENERGY COM NEW 26441C204 7,098 468 7.06 593 19.80 0.0713
2014-10-30 2014-09-30 13F DUKE ENERGY COM NEW 26441C204 6,630 -98 -1.46 495 -0.80 0.0656
2014-07-25 2014-06-30 13F DUKE ENERGY COM NEW 26441C204 6,728 -680 -9.18 499 -5.49 0.0644
2014-04-28 2014-03-31 13F DUKE ENERGY COM NEW 26441C204 7,408 848 12.93 528 16.56 0.0705
2014-02-13 2013-12-31 13F DUKE ENERGY COM NEW 26441C204 6,560 -1,505 -18.66 453 -15.80 0.0609
2013-11-13 2013-09-30 13F DUKE ENERGY COM NEW 26441C204 8,065 -62 -0.76 538 -1.82 0.0798
2013-08-08 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,127 8,127 548 0.0926
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.