Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership75,979 shares
Latest Disclosed Value $ 9,948,763
Advisory Services Network, LLC reports 54.09% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 75,979 shares of Duke Energy Corporation (US:DUK) valued at $9,948,690 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 49,308 shares of Duke Energy Corporation. This represents a change in shares of 54.09% during the quarter. The current value of the position is $9,196,498 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)
2026-05-15 2026-03-31 13F DUKE ENERGY Stock 26441C204 75,979 26,671 54.09 9,949 72.14 0.0919
2026-02-17 2025-12-31 13F DUKE ENERGY Stock 26441C204 49,308 -3,406 -6.46 5,779 -11.41 0.0818
2025-11-18 2025-09-30 13F DUKE ENERGY CORP Stock 26441C204 52,714 -920 -1.72 6,523 -0.02 0.0957
2025-08-19 2025-06-30 13F DUKE ENERGY CORP Stock 26441C204 53,634 883 1.67 6,524 1.40 0.1050
2025-05-15 2025-03-31 13F DUKE ENERGY CORP Stock 26441C204 52,751 -13,257 -20.08 6,434 -9.52 0.1236
2025-02-13 2024-12-31 13F DUKE ENERGY CORP Stock 26441C204 66,008 10,809 19.58 7,112 28.54 0.1325
2024-11-14 2024-09-30 13F DUKE ENERGY CORP Stock 26441C204 55,199 0 0.00 5,533 0.00 0.1144
2024-08-13 2024-06-30 13F DUKE ENERGY CORP Stock 26441C204 55,199 -8,046 -12.72 5,533 -9.55 0.1144
2024-05-06 2024-03-31 13F DUKE ENERGY CORP Stock 26441C204 63,245 -11,706 -15.62 6,116 -15.91 0.1356
2024-02-09 2023-12-31 13F DUKE ENERGY CORP Stock 26441C204 74,951 -6,567 -8.06 7,273 1.10 0.1777
2023-11-14 2023-09-30 13F DUKE ENERGY CORP Stock 26441C204 81,518 14,701 22.00 7,195 19.98 0.1932
2023-08-09 2023-06-30 13F DUKE ENERGY CORP Stock 26441C204 66,817 -1,438 -2.11 5,996 -8.93 0.1598
2023-05-17 2023-03-31 13F DUKE ENERGY CORP Stock 26441C204 68,255 4,495 7.05 6,585 0.27 0.1824
2023-02-13 2022-12-31 13F DUKE ENERGY CORP Stock 26441C204 63,760 5,971 10.33 6,567 22.14 0.2013
2022-11-14 2022-09-30 13F DUKE ENERGY CORP Stock 26441C204 57,789 -5,198 -8.25 5,376 -20.40 0.1898
2022-08-02 2022-06-30 13F DUKE ENERGY CORP Stock 26441C204 62,987 4,418 7.54 6,754 3.29 0.2310
2022-05-23 2022-03-31 13F DUKE ENERGY CORP Stock 26441C204 58,569 6,824 13.19 6,539 20.45 0.1925
2022-02-14 2021-12-31 13F DUKE ENERGY CORP Stock 26441C204 51,745 1,620 3.23 5,429 11.00 0.1562
2021-11-05 2021-09-30 13F DUKE ENERGY CORP Stock 26441C204 50,125 6,190 14.09 4,891 12.77 0.1555
2021-08-12 2021-06-30 13F DUKE ENERGY CORP Stock 26441C204 43,935 -2,126 -4.62 4,337 -2.45 0.1368
2021-05-24 2021-03-31 13F DUKE ENERGY CORP Stock 26441C204 46,061 6,952 17.78 4,446 24.19 0.1652
2021-02-09 2020-12-31 13F DUKE ENERGY CORP Stock 26441C204 39,109 -2,761 -6.59 3,580 -3.45 0.1436
2020-11-16 2020-09-30 13F DUKE ENERGY CORP Stock 26441C204 41,870 3,110 8.02 3,708 19.73 0.1745
2020-08-10 2020-06-30 13F DUKE ENERGY Stock 26441C204 38,760 3,414 9.66 3,097 8.32 0.1700
2020-05-15 2020-03-31 13F DUKE ENERGY CORP Stock 26441C204 35,346 302 0.86 2,859 -10.54 0.1870
2020-02-04 2019-12-31 13F DUKE ENERGY CORP Stock 26441C204 35,044 787 2.30 3,196 5.76 0.1681
2019-11-04 2019-09-30 13F DUKE ENERGY CORP Stock 26441C204 34,257 0 0.00 3,022 0.00 0.1851
2019-08-01 2019-06-30 13F DUKE ENERGY CORP Stock 26441C204 34,257 16,535 93.30 3,022 89.47 0.1853
2019-05-20 2019-03-31 13F DUKE ENERGY CORP Stock 26441C204 17,722 -2,258 -11.30 1,595 -7.48 0.1120
2019-02-15 2018-12-31 13F DUKE ENERGY CORP Stock 26441C204 19,980 -2,396 -10.71 1,724 -3.69 0.1505
2018-11-02 2018-09-30 13F DUKE ENERGY CORP Stock 26441C204 22,376 168 0.76 1,790 -0.67 0.1306
2018-07-27 2018-06-30 13F DUKE ENERGY CORP Stock 26441C204 22,208 84 0.38 1,802 5.13 0.1373
2018-04-23 2018-03-31 13F DUKE ENERGY CORP Stock 26441C204 22,124 502 2.32 1,714 -5.77 0.1369
2018-02-08 2017-12-31 13F DUKE ENERGY CORP Stock 26441C204 21,622 7,295 50.92 1,819 51.33 0.1585
2017-10-12 2017-09-30 13F DUKE ENERGY CORP Stock 26441C204 14,327 1,015 7.62 1,202 8.00 0.1376
2017-08-17 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 13,312 2,407 22.07 1,113 24.50 0.1451
2017-04-28 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 10,905 2,724 33.30 894 36.49 0.1298
2016-10-07 2016-09-30 13F DUKE ENERGY CORP Stock 26441C204 8,181 326 4.15 655 -2.82 0.1231
2016-07-27 2016-06-30 13F DUKE ENERGY CORP Stock 26441C204 7,855 135 1.75 674 8.19 0.1532
2016-04-21 2016-03-31 13F DUKE ENERGY CORP Stock 26441C204 7,720 2,884 59.64 623 80.58 0.1701
2016-01-27 2015-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,836 62 1.30 345 0.58 0.1109
2015-10-01 2015-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,774 576 13.72 343 15.10 0.1036
2015-07-02 2015-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,198 112 2.74 298 -6.87 0.0879
2015-04-08 2015-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,086 1,641 67.12 320 49.53 0.0884
2015-01-23 2014-12-31 13F DUKE ENERGY CORP Stock 26441C204 2,445 -1,009 -29.21 214 -17.05 0.0669
2014-10-07 2014-09-30 13F DUKE ENERGY CORP Stock 26441C204 3,454 623 22.01 258 22.86 0.0943
2014-07-10 2014-06-30 13F DUKE ENERGY CORP Stock 26441C204 2,831 -101 -3.44 210 0.48 0.0889
2014-04-09 2014-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,932 -268 -8.38 209 -5.43 0.1078
2014-02-13 2013-12-31 13F DUKE ENERGY CORP Stock 26441C204 3,200 3,200 221 0.1110
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.