Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAdvisory Alpha, LLC
Latest Disclosed Ownership19,042 shares
Latest Disclosed Value $ 2,493,493
Advisory Alpha, LLC reports 17.30% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Advisory Alpha, LLC filed a 13F-HR form disclosing ownership of 19,042 shares of Duke Energy Corporation (US:DUK) valued at $2,493,359 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,234 shares of Duke Energy Corporation. This represents a change in shares of 17.30% during the quarter. The current value of the position is $2,304,844 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)
2026-05-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,042 2,808 17.30 2,493 31.00 0.0681
2026-02-06 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,234 -697 -4.12 1,903 -7.53 0.0518
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,931 1,029 6.47 2,059 9.70 0.0574
2025-08-01 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,902 -71 -0.44 1,877 -3.70 0.0584
2025-05-19 2025-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 15,973 11 0.07 1,948 13.32 0.0662
2025-04-08 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,735 -10,227 700 0.0434
2025-01-17 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,962 -830 -4.94 1,720 -11.21 0.0612
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,792 1,651 10.90 1,936 27.62 0.0688
2024-08-21 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,141 -401 -2.58 1,518 0.93 0.0598
2024-05-06 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,542 4,726 43.69 1,503 43.28 0.0617
2024-01-23 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,816 489 4.74 1,050 15.15 0.0481
2023-10-18 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,327 2,134 26.05 911 23.95 0.0469
2023-07-25 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,193 1,598 24.23 735 15.57 0.0377
2023-05-02 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,595 -1,983 -23.12 636 -27.97 0.0404
2023-01-30 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,578 40 0.47 883 11.21 0.0625
2022-10-12 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,538 -2,386 -21.84 794 -32.19 0.0604
2022-07-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,924 -456 -4.01 1,171 -7.87 0.0880
2022-05-02 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,380 555 5.13 1,271 11.88 0.0821
2022-02-04 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,825 -549 -4.83 1,136 2.34 0.0662
2021-11-09 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,374 -199 -1.72 1,110 -2.89 0.0796
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,573 8,192 242.30 1,143 250.61 0.0936
2021-05-10 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,381 1,035 44.12 326 51.63 0.0565
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,346 -41 -1.72 215 -1.38 0.0439
2020-11-16 2020-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,387 -104 -4.18 218 3.81 0.0468
2020-11-06 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,387 -104 822 32,640.6656
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,491 -300 -10.75 210 -11.39 0.0465
2020-04-29 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,791 1,082 63.31 238 52.90 0.0666
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,709 -23 -1.33 156 -6.63 0.0379
2019-11-13 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,732 1,732 166 0.0492
2019-08-16 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,697 -100.00 0 -100.00
2019-05-13 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,697 1,697 147 0.0534
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.