Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership36,760 shares
Latest Disclosed Value $ 4,813,293
Bragg Financial Advisors, Inc reports 0.67% decrease in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 36,760 shares of Duke Energy Corporation (US:DUK) valued at $4,813,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,008 shares of Duke Energy Corporation. This represents a change in shares of -0.67% during the quarter. The current value of the position is $4,449,430 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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 36,760 -248 -0.67 4,813 10.98 0.1523
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,008 -1,273 -3.33 4,338 -8.44 0.1412
2025-11-13 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,281 -1,039 -2.64 4,737 2.11 0.1567
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 39,320 1,682 4.47 4,640 1.07 0.1658
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,638 767 2.08 4,591 15.56 0.1888
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 36,871 -362 -0.97 3,973 -7.46 0.1609
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,233 -403 -1.07 4,293 13.79 0.1767
2024-08-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,636 649 1.75 3,772 5.45 0.1684
2024-05-14 2024-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 36,987 1,535 4.33 3,577 3.98 0.1605
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 36,987 1,535 3,577 0.1605
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,452 3,246 10.08 3,440 21.04 0.1636
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,206 -722 -2.19 2,843 -3.79 0.1501
2023-08-15 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,928 456 1.40 2,955 -5.68 0.1623
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,472 -397 -1.21 3,133 -7.47 0.1848
2023-02-15 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,869 5,884 21.80 3,385 34.86 0.2059
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,985 -1,342 -4.74 2,510 -17.35 0.1731
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,327 1,203 4.44 3,037 0.26 0.2018
2022-05-11 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,124 -1,985 -6.82 3,029 6.62 0.1765
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,109 0 0.00 2,841 0.00 0.1821
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,109 732 2.58 2,841 1.43 0.1821
2021-08-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,377 404 1.44 2,801 3.74 0.1789
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,973 -7,246 -20.57 2,700 -16.28 0.1818
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,219 4,293 13.88 3,225 17.74 0.2821
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,926 -322 -1.03 2,739 9.74 0.2807
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,248 -1,123 -3.47 2,496 -4.66 0.2779
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,371 -405 -1.24 2,618 -12.44 0.3518
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,776 -463 -1.39 2,990 -6.15 0.3347
2019-11-14 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,239 -670 -1.98 3,186 6.48 0.3873
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,909 1,249 3.82 2,992 1.80 0.3688
2019-05-13 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,660 71 0.22 2,939 4.52 0.3818
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,589 -54 -0.17 2,812 7.66 0.4227
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,643 -227 -0.69 2,612 0.50 0.3510
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,870 -228 -0.69 2,599 1.37 0.3709
2018-05-14 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,098 935 2.91 2,564 -5.21 0.3751
2018-02-14 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,163 32,163 2,705 0.3885
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -33,182 -100.00 0 -100.00
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,182 -605 -1.79 2,774 0.11 0.4377
2017-05-16 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,787 -106 -0.31 2,771 5.32 0.4443
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,893 6,587 24.12 2,631 20.36 0.4338
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,306 252 0.93 2,186 -5.82 0.3905
2016-08-15 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,054 -807 -2.90 2,321 3.25 0.4183
2016-05-12 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,861 54 0.19 2,248 13.25 0.4322
2016-02-10 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,807 -187 -0.67 1,985 -1.44 0.4255
2015-11-12 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,994 -802 -2.79 2,014 -0.98 0.4818
2015-08-14 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,796 2,705 10.37 2,034 1.55 0.4654
2015-05-15 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,091 673 2.65 2,003 -5.65 0.4614
2015-02-11 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,418 -592 -2.28 2,123 9.15 0.5149
2014-11-14 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,010 108 0.42 1,945 1.20 0.4912
2014-08-13 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,902 -667 -2.51 1,922 1.59 0.4606
2014-05-14 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,569 361 1.38 1,892 4.59 0.4624
2014-02-14 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,208 26,208 1,809 0.4388
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.