Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership225,280 shares
Latest Disclosed Value $ 26,405,025
CIBC Private Wealth Group, LLC reports 309.67% increase in ownership of DUK / Duke Energy Corporation

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 225,280 shares of Duke Energy Corporation (US:DUK) valued at $26,405,069 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 54,991 shares of Duke Energy Corporation. This represents a change in shares of 309.67% during the quarter. The current value of the position is $27,267,891 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)
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 225,280 170,289 309.67 26,405 288.02 0.0446
2025-11-24 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 54,991 742 1.37 6,805 6.31 0.0117
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 54,249 -102,395 -65.37 6,401 -64.76 0.0114
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 156,644 -224,579 -58.91 18,163 -55.98 0.0384
2025-02-12 2024-12-31 13F DUKE ENERGY COM NEW 26441C204 381,223 151,914 66.25 41,260 56.05 0.0748
2024-11-13 2024-09-30 13F DUKE ENERGY COM NEW 26441C204 229,309 -48,000 -17.31 26,439 -5.26 0.0474
2024-08-09 2024-06-30 13F DUKE ENERGY COM NEW 26441C204 277,309 2,321 0.84 27,908 5.64 0.0523
2024-05-10 2024-03-31 13F DUKE ENERGY COM NEW 26441C204 274,988 234,292 575.71 26,418 568.98 0.0517
2024-02-13 2023-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 40,696 475 1.18 3,949 11.27 0.0084
2023-11-13 2023-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 40,221 451 1.13 3,550 -0.53 0.0084
2023-11-21 2023-06-30 13F/A-1 DUKE ENERGY CORP NEW COM COM 26441C204 39,770 -99 -0.25 3,569 -7.23 0.0078
2023-08-10 2023-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 39,770 -99 3,569 0.0078
2023-11-21 2023-03-31 13F/A-1 DUKE ENERGY CORP NEW COM COM 26441C204 39,869 552 1.40 3,846 208.67 0.0085
2023-05-12 2023-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 39,869 552 3,846 0.0084
2023-06-01 2022-12-31 13F/A-2 DUKE ENERGY CORP NEW COM COM 26441C204 39,317 -49,827 -55.89 1,247 -84.98 0.0042
2023-02-14 2022-12-31 13F/A-1 DUKE ENERGY CORP NEW COM COM 26441C204 39,317 -49,827 4,049 0.0085
2023-02-13 2022-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 39,317 -49,827 4,049 0.0000
2022-11-15 2022-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 89,144 45,531 104.40 8,293 77.35 0.0223
2022-08-03 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 43,613 -71,198 -62.01 4,676 -63.53 0.0121
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 114,811 -105,656 -47.92 12,820 -44.56 0.0280
2022-04-04 2021-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 220,467 54,968 33.21 23,126 43.18 0.0480
2022-02-08 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 220,467 54,968 23,126 0.0480
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 165,499 122,675 286.46 16,152 281.93 0.0376
2021-08-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 42,824 -1,909 -4.27 4,229 -2.04 0.0097
2021-05-12 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,733 -97,570 -68.56 4,317 -66.87 0.0109
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 142,303 110,896 353.09 13,029 374.30 0.0344
2020-11-03 2020-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 31,407 -29,368 -48.32 2,747 -43.42 0.0084
2020-10-29 2020-09-30 13F DUKE ENERGY COMMON STOCK, R 26441C204 5,488 -55,287 486 21,360.2995
2020-08-13 2020-06-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 60,775 34,214 128.81 4,855 126.02 0.0236
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,561 -146,380 -84.64 2,148 -86.38 0.0092
2020-01-30 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 172,941 150,705 677.75 15,775 639.92 0.0515
2019-10-16 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,236 -830 -3.60 2,132 4.77 0.0075
2019-07-31 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,066 788 3.54 2,035 1.50 0.0071
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,278 -1,714 -7.14 2,005 -3.09 0.0077
2019-02-05 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,992 1,840 8.31 2,069 16.69 0.0092
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,152 -864 -3.75 1,773 -2.58 0.0067
2018-08-02 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,016 -2,544 -9.95 1,820 -8.08 0.0074
2018-05-17 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,560 -3,005 -10.52 1,980 -17.60 0.0086
2018-02-12 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,565 1,811 6.77 2,403 7.09 0.0102
2017-12-21 2017-09-30 13F/A-1 DUKE ENERGY CORP NEW COM COM NEW 26441C204 26,754 9,213 52.52 2,244 53.07 0.0102
2017-11-14 2017-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 26,754 9,213 2,244
2017-08-09 2017-06-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 17,541 -696 -3.82 1,466 -1.94 0.0092
2017-05-10 2017-03-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 18,237 -7,826 -30.03 1,495 -26.10 0.0094
2017-02-13 2016-12-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 26,063 -604 -2.26 2,023 -5.25 0.0134
2016-11-09 2016-09-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 26,667 -1,815 -6.37 2,135 -12.61 0.0148
2016-08-11 2016-06-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 28,482 4,363 18.09 2,443 25.54 0.0178
2016-05-11 2016-03-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 24,119 -1,174 -4.64 1,946 7.75 0.0150
2016-02-10 2015-12-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 25,293 -2,132 -7.77 1,806 -8.51 0.0141
2015-11-12 2015-09-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 27,425 2,724 11.03 1,974 13.19 0.0162
2015-08-13 2015-06-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 24,701 -622 -2.46 1,744 -10.33 0.0127
2015-05-11 2015-03-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 25,323 -137 -0.54 1,945 -8.56 0.0144
2015-02-12 2014-12-31 13F DUKE ENERGY CORP NEW COM Com 26441C204 25,460 785 3.18 2,127 15.28 0.0163
2014-11-12 2014-09-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 24,675 -4,835 -16.38 1,845 -15.71 0.0145
2014-08-13 2014-06-30 13F DUKE ENERGY CORP NEW COM Com 26441C204 29,510 -6,635 -18.36 2,189 -13.85 0.0178
2014-05-14 2014-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 36,145 36,145 2,541 0.0216
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.