Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionBeese Fulmer Investment Management, Inc.
Latest Disclosed Ownership3,431 shares
Latest Disclosed Value $ 449,299
Beese Fulmer Investment Management, Inc. reports 5.61% decrease in ownership of DUK / Duke Energy Corporation

On April 16, 2026 - Beese Fulmer Investment Management, Inc. filed a 13F-HR form disclosing ownership of 3,431 shares of Duke Energy Corporation (US:DUK) valued at $449,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,635 shares of Duke Energy Corporation. This represents a change in shares of -5.61% during the quarter. The current value of the position is $415,288 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)
2026-04-16 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,431 -204 -5.61 449 5.40 0.0288
2026-02-05 2025-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 3,635 -810 -18.22 426 -22.55 0.0277
2025-11-13 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,445 0 0.00 550 4.96 0.0380
2025-08-07 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,445 -203 -4.37 525 -7.42 0.0391
2025-04-08 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,648 115 2.54 567 15.98 0.0488
2025-01-28 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,533 135 3.07 488 -3.75 0.0417
2024-10-22 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,398 0 0.00 507 15.23 0.0436
2024-07-03 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,398 -15 -0.34 441 3.29 0.0401
2024-04-08 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,413 -419 -8.67 427 -8.97 0.0402
2024-01-09 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,832 199 4.30 469 14.71 0.0486
2023-10-10 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,633 -273 -5.56 409 -7.27 0.0461
2023-07-11 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,906 -145 -2.87 440 -9.65 0.0476
2023-04-11 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,051 -15 -0.30 487 -6.53 0.0556
2023-01-17 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,066 0 0.00 522 10.62 0.0628
2022-10-06 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,066 0 0.00 471 -13.26 0.0633
2022-07-11 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,066 0 0.00 543 -4.06 0.0695
2022-04-12 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,066 -460 -8.32 566 -2.41 0.0614
2022-01-10 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,526 -285 -4.90 580 2.29 0.0603
2021-10-08 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,811 0 0.00 567 -1.22 0.0638
2021-07-08 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,811 -300 -4.91 574 -2.71 0.0650
2021-04-23 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,111 475 8.43 590 14.34 0.0709
2021-01-20 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,636 270 5.03 516 8.63 0.0659
2020-10-08 2020-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,366 360 7.19 475 18.75 0.0673
2020-07-17 2020-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,006 0 0.00 400 -1.23 0.0590
2020-04-09 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,006 275 5.81 405 -6.25 0.0718
2020-02-05 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,731 70 1.50 432 -3.36 0.0605
2019-11-01 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,661 1,887 68.02 447 82.45 0.0671
2019-07-05 2019-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 0 0.00 245 -2.00 0.0464
2019-04-05 2019-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 0 0.00 250 4.60 0.0493
2019-01-25 2018-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 0 0.00 239 7.66 0.0538
2018-10-09 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 0 0.00 222 1.37 0.0436
2018-07-20 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 0 0.00 219 1.86 0.0459
2018-04-16 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,774 -23 -0.82 215 -8.51 0.0471
2018-01-26 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,797 -86 -2.98 235 -2.89 0.0504
2017-10-17 2017-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,883 0 0.00 242 0.41 0.0552
2017-07-14 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,883 0 0.00 241 2.12 0.0575
2017-04-18 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,883 0 0.00 236 5.36 0.0575
2017-02-02 2016-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,883 0 0.00 224 -3.03 0.0579
2016-10-20 2016-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,883 374 14.91 231 7.44 0.0623
2016-08-01 2016-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,509 0 0.00 215 7.50 0.0610
2016-04-11 2016-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,509 2,509 0.00 200 0.0583
2015-04-20 2015-03-31 13F DUKE ENERGY COMMON 26441C204 0 -2,398 -100.00 0 -100.00
2015-01-20 2014-12-31 13F DUKE ENERGY COMMON 26441C204 2,398 2,398 200 0.0627
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.