Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership63,447 shares
Latest Disclosed Value $ 8,307,788
Arkadios Wealth Advisors reports 53.79% increase in ownership of DUK / Duke Energy Corporation

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 63,447 shares of Duke Energy Corporation (US:DUK) valued at $8,307,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 41,256 shares of Duke Energy Corporation. This represents a change in shares of 53.79% during the quarter. The current value of the position is $7,679,625 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)
2026-05-18 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 63,447 22,191 53.79 8,308 71.81 0.0875
2026-02-13 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 41,256 5,060 13.98 4,836 7.95 0.0937
2025-10-29 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 36,196 1,802 5.24 4,479 10.37 0.1075
2025-08-04 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 34,394 2,832 8.97 4,059 5.43 0.1197
2025-05-08 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 31,562 18,781 146.94 3,850 179.52 0.1454
2025-01-15 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 12,781 1,692 15.26 1,377 7.75 0.0751
2024-10-24 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 11,089 1,747 18.70 1,279 36.54 0.0724
2024-07-29 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 9,342 1,594 20.57 936 24.97 0.0632
2024-04-30 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,748 246 3.28 749 3.03 0.0581
2024-01-24 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,502 697 10.24 728 21.17 0.0616
2023-10-13 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,805 483 7.64 601 5.82 0.0570
2023-07-26 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,322 -228 -3.48 567 -10.14 0.0660
2023-05-02 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,550 386 6.26 632 -0.47 0.0752
2023-01-11 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,164 342 5.87 635 0.0842
2022-10-21 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,822 931 19.03 1 0.0821
2022-07-14 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,891 -96 -1.93 1 0.0780
2022-05-02 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,987 213 4.46 1 0.0730
2022-02-03 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,774 -394 -7.62 1 0.0664
2021-10-19 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,168 -3,155 -37.91 1 0.0727
2021-07-28 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,323 1,145 15.95 1 0.1000
2021-04-26 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,178 836 13.18 1 0.1140
2021-02-09 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,342 4,375 222.42 1 -100.00 0.1217
2020-11-10 2020-09-30 13F DUKE ENERGY CORP NEW COM Common Stock 26441C204 1,967 40 2.08 182 15.29 0.0912
2020-08-10 2020-06-30 13F DUKE ENERGY CORP NEW COM Common Stock 26441C204 1,927 -183 -8.67 157 -7.65 0.0873
2020-05-14 2020-03-31 13F DUKE ENERGY CORP NEW COM Common Stock 26441C204 2,110 -224 -9.60 171 -27.04 0.1088
2020-02-14 2019-12-31 13F DUKE ENERGY CORP NEW COM Common Stock 26441C204 2,334 2,334 234 0.1400
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.