Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionChicago Partners Investment Group LLC
Latest Disclosed Ownership48,749 shares
Latest Disclosed Value $ 6,105,813
Chicago Partners Investment Group LLC reports 4.92% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Chicago Partners Investment Group LLC filed a 13F-HR form disclosing ownership of 48,749 shares of Duke Energy Corporation (US:DUK) valued at $6,383,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 46,462 shares of Duke Energy Corporation. This represents a change in shares of 4.92% during the quarter. The current value of the position is $5,900,579 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 48,749 2,287 4.92 6,106 11.90 0.1362
2026-01-28 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 46,462 -1,083 -2.28 5,456 -8.67 0.1344
2025-10-30 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 47,545 888 1.90 5,974 7.14 0.1563
2025-07-29 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,657 763 1.66 5,576 -0.89 0.1607
2025-05-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,894 911 2.03 5,627 15.57 0.1871
2025-01-24 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,983 -1,322 -2.85 4,869 -12.81 0.1619
2024-10-29 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,305 75 0.16 5,583 9.90 0.1990
2024-07-31 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,230 338 0.74 5,081 12.74 0.1965
2024-04-25 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,892 -83 -0.18 4,507 3.68 0.1916
2024-02-23 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,975 -537 -1.15 4,347 8.24 0.2010
2023-10-26 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,512 15 0.03 4,015 -6.67 0.2165
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,497 745 1.63 4,302 -4.91 0.2237
2023-04-26 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,752 1,800 4.10 4,525 2.10 0.2640
2023-02-09 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 43,952 103 0.23 4,431 9.57 0.2713
2022-11-09 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 43,849 -96 -0.22 4,044 -16.29 0.2887
2022-08-04 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 43,945 2,610 6.31 4,831 7.33 0.3498
2022-05-20 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 41,335 1,096 2.72 4,501 11.91 0.3436
2022-02-15 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 40,239 93 0.23 4,022 -0.07 0.2851
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,146 310 0.78 4,025 -3.38 0.2821
2021-08-02 2021-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 39,836 245 0.62 4,166 6.09 0.3096
2021-08-02 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 39,836 245 4,166 0.3096
2021-04-28 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,591 337 0.86 3,927 10.81 0.3240
2021-01-27 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,254 125 0.32 3,544 -5.19 0.3360
2020-11-06 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 39,129 600 1.56 3,738 19.35 0.4427
2020-07-31 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,529 1,260 3.38 3,132 -6.73 0.3914
2020-04-22 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,269 -993 -2.60 3,358 -5.81 0.5185
2020-01-24 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,262 -205 -0.53 3,565 -3.54 0.4387
2019-10-31 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,467 200 0.52 3,696 9.58 0.5205
2019-07-24 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,267 -151 -0.39 3,373 -1.52 0.4838
2019-04-22 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,418 11 0.03 3,425 4.58 0.5069
2019-01-11 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,407 21,782 131.02 3,275 135.95 0.4859
2018-11-05 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,625 571 3.56 1,388 9.29 0.2066
2018-08-31 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,054 -35,283 -68.73 1,270 -68.07 0.1971
2018-04-27 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 51,337 -1,420 -2.69 3,977 -10.37 0.6819
2018-03-28 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 52,757 354 0.68 4,437 0.89 0.7255
2017-11-22 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 52,403 -37,933 -41.99 4,398 -39.55 0.7509
2017-07-31 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 90,336 77,252 590.43 7,275 578.01 1.8981
2017-05-11 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,084 -6,239 -32.29 1,073 -28.47 0.3038
2017-02-10 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,323 -633 -3.17 1,500 -6.07 0.5467
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,956 10,700 115.60 1,597 101.13 0.6343
2016-08-08 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,256 3,724 67.32 794 78.03 0.3823
2016-04-26 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,532 500 9.94 446 24.23 0.2311
2016-02-16 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,032 0 0.00 359 -0.83 0.1713
2015-10-30 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,032 0 0.00 362 1.97 0.2019
2015-08-11 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,032 407 8.80 355 -8.03 0.1615
2015-05-18 2015-03-31 13F Duke Energy COM 26441C204 4,625 -407 -8.09 386 -8.10 0.1704
2015-05-18 2014-12-31 13F Duke Energy COM 26441C204 5,032 5,032 420 0.1778
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.