Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAull & Monroe Investment Management Corp
Latest Disclosed Ownership40,059 shares
Latest Disclosed Value $ 5,245,280
Aull & Monroe Investment Management Corp reports 1.26% increase in ownership of DUK / Duke Energy Corporation

On April 21, 2026 - Aull & Monroe Investment Management Corp filed a 13F-HR form disclosing ownership of 40,059 shares of Duke Energy Corporation (US:DUK) valued at $5,245,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 39,559 shares of Duke Energy Corporation. This represents a change in shares of 1.26% during the quarter. The current value of the position is $4,848,741 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-21 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 40,059 500 1.26 5,245 13.14 2.4364
2026-01-09 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,559 470 1.20 4,637 -4.16 2.3235
2025-11-13 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 39,089 319 0.82 4,837 5.75 2.4689
2025-07-29 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,770 -4,159 -9.69 4,575 -12.64 2.4545
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,929 2,126 5.21 5,236 19.11 2.6044
2025-02-07 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 40,803 -727 -1.75 4,396 -8.19 2.2413
2024-11-01 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 41,530 -1,039 -2.44 4,788 12.24 2.2211
2024-07-22 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 42,569 -1,983 -4.45 4,267 -0.97 2.0888
2024-05-07 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,552 -352 -0.78 4,309 -1.12 1.9707
2024-01-26 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,904 -610 -1.34 4,357 8.46 2.1502
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,514 -65 -0.14 4,017 -1.78 2.0963
2023-07-24 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,579 -100 -0.22 4,090 -7.17 2.0585
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,679 -792 -1.70 4,407 -7.94 2.2439
2023-02-08 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 46,471 -1,447 -3.02 4,786 7.38 2.3820
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 47,918 0 0.00 4,457 -13.25 2.4420
2022-08-08 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 47,918 -300 -0.62 5,138 -4.57 2.6007
2022-05-02 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 48,218 -316 -0.65 5,384 5.76 2.4271
2022-02-02 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 48,534 -431 -0.88 5,091 6.55 2.2689
2021-10-26 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 48,965 -240 -0.49 4,778 -1.65 2.3539
2021-07-28 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 49,205 0 0.00 4,858 2.27 2.3081
2021-04-19 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 49,205 -716 -1.43 4,750 3.92 2.3117
2021-02-02 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 49,921 -589 -1.17 4,571 2.17 2.4341
2020-11-02 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 50,510 0 0.00 4,474 10.85 2.6273
2020-07-28 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 50,510 -2,905 -5.44 4,036 -6.60 2.4948
2020-04-22 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 53,415 500 0.94 4,321 -10.48 2.9003
2020-02-04 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 52,915 -73 -0.14 4,827 -4.98 2.4496
2019-10-30 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 52,988 -93 -0.18 5,080 8.45 2.6869
2019-07-29 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 53,081 -363 -0.68 4,684 -2.62 2.4882
2019-04-18 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 53,444 -2,499 -4.47 4,810 -0.37 2.5772
2019-02-13 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 55,943 -3,694 -6.19 4,828 1.17 2.7570
2018-10-31 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 59,637 254 0.43 4,772 1.62 2.3015
2018-07-24 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 59,383 -903 -1.50 4,696 0.56 2.4115
2018-05-10 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 60,286 205 0.34 4,670 -7.58 2.4347
2018-01-29 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 60,081 -1,897 -3.06 5,053 -2.86 2.5491
2017-10-26 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 61,978 2 0.00 5,202 0.41 2.6793
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 61,976 -98 -0.16 5,181 1.77 2.7684
2017-04-24 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,074 -508 -0.81 5,091 4.80 2.7212
2017-02-09 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,582 -674 -1.07 4,858 -4.05 2.7266
2016-10-18 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,256 -198 -0.31 5,063 -7.00 2.9133
2016-08-09 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,454 569 0.90 5,444 7.29 3.1345
2016-04-20 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,885 -308 -0.49 5,074 12.48 3.0432
2016-02-03 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 63,193 -614 -0.96 4,511 -1.74 2.7978
2015-10-23 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,807 -638 -0.99 4,591 -2.98 2.9726
2015-08-11 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 64,445 -1,753 -2.65 4,732 -6.91 2.7783
2015-04-24 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 66,198 66,198 0.00 5,083 2.8540
2015-02-03 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -71,664 -100.00 0 -100.00
2014-11-12 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 71,664 633 0.89 5,358 1.67 2.8429
2014-08-07 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 71,031 -4 -0.01 5,270 4.17 2.8149
2014-04-30 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 71,035 -1,462 -2.02 5,059 1.12 2.8877
2014-01-17 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 72,497 -1,294 -1.75 5,003 -99.90 2.9210
2013-10-21 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 73,791 -32 -0.04 4,927,780 98,791.83 3.1931
2013-07-25 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 73,823 73,823 4,983 3.3530
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.