Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionChecchi Capital Advisers, LLC
Latest Disclosed Ownership8,865 shares
Latest Disclosed Value $ 1,160,776
Checchi Capital Advisers, LLC reports 9.22% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Checchi Capital Advisers, LLC filed a 13F-HR form disclosing ownership of 8,865 shares of Duke Energy Corporation (US:DUK) valued at $1,160,783 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,117 shares of Duke Energy Corporation. This represents a change in shares of 9.22% during the quarter. The current value of the position is $1,073,020 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,865 748 9.22 1,161 21.98 0.0587
2026-01-27 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,117 -132 -1.60 951 -6.76 0.0486
2025-11-05 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,249 -635 -7.15 1,021 -2.67 0.0531
2025-07-22 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,884 -566 -5.99 1,048 -9.03 0.0586
2025-04-29 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,450 418 4.63 1,153 18.40 0.0608
2025-02-05 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,032 -23 -0.25 973 -6.80 0.0566
2024-11-04 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,055 61 0.68 1,044 15.87 0.0583
2024-07-26 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,994 -335 -3.59 902 -0.11 0.0452
2024-04-25 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,329 586 6.70 902 6.37 0.0705
2024-02-07 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,743 -236 -2.63 848 7.07 0.0689
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,979 133 1.50 793 -0.13 0.0735
2023-08-10 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,846 528 6.35 794 -1.12 0.0710
2023-05-08 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,318 -476 -5.41 802 -11.38 0.0775
2023-02-10 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,794 -1,890 -17.69 906 -8.95 0.0941
2022-11-09 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,684 23 0.22 994 -15.19 0.0928
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,661 1,647 18.27 1,172 16.39 0.1014
2022-05-09 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,014 592 7.03 1,007 13.91 0.0856
2022-02-09 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,422 267 3.27 884 11.06 0.0777
2021-11-09 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,155 -326 -3.84 796 -4.90 0.0789
2021-08-06 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,481 -204 -2.35 837 -0.12 0.0824
2021-05-10 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,685 104 1.21 838 6.62 0.0828
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,581 249 2.99 786 6.50 0.0811
2020-11-10 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,332 65 0.79 738 11.82 0.0818
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,267 -333 -3.87 660 -5.17 0.0789
2020-05-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,600 394 4.80 696 -6.95 0.0666
2020-02-07 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,206 921 12.64 748 7.16 0.1001
2019-11-06 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,285 -31 -0.42 698 8.05 0.0908
2019-08-06 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,316 18 0.25 646 -1.67 0.0821
2019-05-09 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,298 -280 -3.69 657 0.46 0.0768
2019-02-07 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,578 -826 -9.83 654 -2.82 0.0845
2018-10-29 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,404 725 9.44 673 10.87 0.0775
2018-08-06 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,679 251 3.38 607 5.57 0.0762
2018-05-01 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,428 207 2.87 575 -5.27 0.0758
2018-02-02 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,221 131 1.85 607 2.02 0.0815
2017-11-02 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,090 254 3.72 595 4.20 0.0601
2017-08-03 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,836 -458 -6.28 571 -4.52 0.0620
2017-05-03 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,294 -836 -10.28 598 -5.23 0.0688
2017-01-25 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,130 278 3.54 631 0.48 0.0851
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,852 556 7.62 628 0.32 0.0709
2016-07-21 2016-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,296 -584 -7.41 626 -1.57 0.0715
2016-05-02 2016-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,880 754 10.58 636 24.95 0.1414
2016-02-03 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,126 -489 -6.42 509 -7.12 0.1284
2015-10-23 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,615 467 6.53 548 8.51 0.1487
2015-08-04 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,148 354 5.21 505 -3.26 0.1332
2015-05-07 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,794 646 10.51 522 1.56 0.1542
2015-01-26 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,148 1,132 22.57 514 37.07 0.1930
2014-10-23 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,016 965 23.82 375 24.58 0.1540
2014-08-06 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,051 663 19.57 301 24.90 0.1373
2014-05-06 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,388 3,388 241 0.1479
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.