Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionBcm Advisors, Llc
Latest Disclosed Ownership56,095 shares
Latest Disclosed Value $ 7,149,308
Bcm Advisors, Llc reports 0.02% increase in ownership of DUK / Duke Energy Corporation

On May 5, 2026 - Bcm Advisors, Llc filed a 13F-HR form disclosing ownership of 56,095 shares of Duke Energy Corporation (US:DUK) valued at $7,345,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 56,086 shares of Duke Energy Corporation. This represents a change in shares of 0.02% during the quarter. The current value of the position is $6,789,739 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)
2026-05-05 2026-03-31 13F Duke Energy Equities 26441C204 56,095 9 0.02 7,149 8.55 1.4104
2026-01-26 2025-12-31 13F Duke Energy Equities 26441C204 56,086 -280 -0.50 6,586 -7.00 1.2620
2025-10-29 2025-09-30 13F Duke Energy Equities 26441C204 56,366 -4,000 -6.63 7,082 -1.82 1.4251
2025-07-30 2025-06-30 13F Duke Energy Equities 26441C204 60,366 0 0.00 7,213 -1.72 1.5361
2025-05-06 2025-03-31 13F Duke Energy Equities 26441C204 60,366 0 0.00 7,339 6.78 1.6645
2025-02-06 2024-12-31 13F Duke Energy Equities 26441C204 60,366 46 0.08 6,873 1.27 1.5351
2024-11-06 2024-09-30 13F Duke Energy Equities 26441C204 60,320 -272 -0.45 6,787 -0.51 1.5580
2024-08-02 2024-06-30 13F Duke Energy Equities 26441C204 60,592 64 0.11 6,823 13.91 1.6184
2024-04-25 2024-03-31 13F Duke Energy Equities 26441C204 60,528 90 0.15 5,990 3.74 1.5172
2024-01-31 2023-12-31 13F Duke Energy Equities 26441C204 60,438 0 0.00 5,774 8.11 1.5169
2023-11-09 2023-09-30 13F Duke Energy Equities 26441C204 60,438 -400 -0.66 5,340 -5.92 1.5828
2023-07-14 2023-06-30 13F Duke Energy Equities 26441C204 60,838 0 0.00 5,677 -5.84 1.5213
2023-05-02 2023-03-31 13F Duke Energy Equities 26441C204 60,838 0 0.00 6,028 -3.09 1.6313
2023-02-10 2022-12-31 13F Duke Energy COM 26441C204 60,838 1 0.00 6,221 8.76 1.7196
2022-11-02 2022-09-30 13F Duke Energy COM 26441C204 60,837 200 0.33 5,719 -11.00 1.6830
2022-07-28 2022-06-30 13F Duke Energy COM 26441C204 60,637 200 0.33 6,426 -6.54 1.7686
2022-04-29 2022-03-31 13F Duke Energy COM 26441C204 60,437 -1,193 -1.94 6,876 6.19 1.8237
2022-02-02 2021-12-31 13F Duke Energy COM 26441C204 61,630 -1,193 -1.90 6,475 3.20 1.6662
2021-11-01 2021-09-30 13F Duke Energy COM 26441C204 62,823 -1 -0.00 6,274 -3.88 1.6753
2021-08-03 2021-06-30 13F Duke Energy COM 26441C204 62,824 -372 -0.59 6,527 3.44 1.7676
2021-04-28 2021-03-31 13F Duke Energy COM 26441C204 63,196 0 0.00 6,310 9.06 1.9062
2021-02-10 2020-12-31 13F Duke Energy COM 26441C204 63,196 -282 -0.44 5,786 0.19 1.9003
2020-11-04 2020-09-30 13F Duke Energy COM 26441C204 63,478 0 0.00 5,775 13.88 2.1292
2020-08-05 2020-06-30 13F Duke Energy COM 26441C204 63,478 -2,009 -3.07 5,071 -4.27 2.1250
2020-04-23 2020-03-31 13F Duke Energy COM 26441C204 65,487 -3,173 -4.62 5,297 -15.41 2.5481
2020-01-08 2019-12-31 13F Duke Energy COM 26441C204 68,660 -50 -0.07 6,262 -4.93 2.2769
2019-10-23 2019-09-30 13F Duke Energy COM 26441C204 68,710 125 0.18 6,587 8.84 2.8356
2019-07-10 2019-06-30 13F Duke Energy COM 26441C204 68,585 0 0.00 6,052 -1.96 2.7696
2019-04-11 2019-03-31 13F Duke Energy COM 26441C204 68,585 0 0.00 6,173 4.29 2.9214
2019-01-11 2018-12-31 13F Duke Energy COM 26441C204 68,585 -342 -0.50 5,919 7.33 3.0076
2018-10-18 2018-09-30 13F/A-1 Duke Energy COM 26441C204 68,927 -403 -0.58 5,515 0.58 2.8898
2018-10-17 2018-09-30 13F Duke Energy COM 26441C204 69,330 0 5,483 3.0261
2018-07-19 2018-06-30 13F Duke Energy COM 26441C204 69,330 250 0.36 5,483 2.45 3.0261
2018-04-13 2018-03-31 13F Duke Energy COM 26441C204 69,080 69,080 5,352 3.1675
2017-05-12 2017-03-31 13F Duke Energy COM 26441C204 0 -68,630 -100.00 0 -100.00
2017-02-13 2016-12-31 13F Duke Energy COM 26441C204 68,630 68,630 5,327 3.5153
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.